Novartis AG
NVS- Exchange
- NYSE
- Industry
- Pharmaceutical Preparations
- SEC CIK
- 0001114448
No open-market purchases or sales by Novartis AG insiders were filed in the last 90 days; 1,626 institutions reported holding it in 13F filings for Q2 2026, worth $21.3B in total; Maverick Capital is the only superinvestor holding it.
Other share classesNVSEF
13F holders, Q2 2022
Institutional positions in Novartis AG as of Jun 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,142
- +15 vs. Q1 2022
- Shares held
- 199.7M
- −5.53M (−2.7%) vs. Q1 2022
- Total value
- $16.9B
- −$1.12B (−6.2%) vs. Q1 2022
- New holders
- 90
- 348 more added
- Sold out
- 75
- 448 more reduced
10 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting NVS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,626 | $21.3B |
| Q1 2026 | 1,605 | $22.0B |
| Q4 2025 | 1,515 | $18.4B |
| Q3 2025 | 1,405 | $17.2B |
| Q2 2025 | 1,387 | $16.2B |
| Q1 2025 | 1,361 | $15.4B |
| Q4 2024 | 1,345 | $12.7B |
| Q3 2024 | 1,314 | $15.2B |
| Q2 2024 | 1,309 | $14.7B |
| Q1 2024 | 1,254 | $13.6B |
| Q4 2023 | 1,274 | $14.2B |
| Q3 2023 | 1,225 | $15.1B |
| Q2 2023 | 1,203 | $14.9B |
| Q1 2023 | 1,182 | $15.2B |
| Q4 2022 | 1,183 | $15.5B |
| Q3 2022 | 1,088 | $13.7B |
| Q2 2022 | 1,142 | $16.9B |
| Q1 2022 | 1,137 | $18.3B |
| Q4 2021 | 1,147 | $18.5B |
| Q3 2021 | 1,083 | $18.0B |
| Q2 2021 | 1,123 | $19.8B |
| Q1 2021 | 1,138 | $18.7B |
Institutions, Q2 2022
Shares, value and share of portfolio for each institution holding Novartis AG; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Altium Wealth Management LLC | 20,131 | $1.70M | 0.12% | +4,292+27.1% | Added |
| Employees Retirement System of Texas | 20,475 | $1.73M | 0.02% | 00.0% | Unchanged |
| Sandy Spring Bank | 20,493 | $1.73M | 0.10% | −1,173−5.4% | Reduced |
| Ritholtz Wealth Management | 20,564 | $1.74M | 0.11% | +3,182+18.3% | Added |
| HC Financial Advisors Inc | 20,653 | $1.75M | 1.17% | −610−2.9% | Reduced |
| Eqis Capital Management, Inc. | 20,804 | $1.76M | 0.19% | −730−3.4% | Reduced |
| Valley National Advisers Inc | 21,345 | $1.80M | 0.38% | +201+1.0% | Added |
| Fca Corp | 21,501 | $1.82M | 0.72% | +310+1.5% | Added |
| Snowden Capital Advisors LLC | 21,917 | $1.85M | 0.08% | −1,752−7.4% | Reduced |
| Synovus Financial Corp | 21,928 | $1.85M | 0.02% | +158+0.7% | Added |
| Naviter Wealth, LLC | 21,916 | $1.85M | 0.76% | +21,916 | New |
| National Asset Management, Inc. | 21,915 | $1.85M | 0.08% | +749+3.5% | Added |
| NBT Bank N A | 22,098 | $1.87M | 0.29% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 22,099 | $1.87M | 0.24% | 00.0% | Unchanged |
| Commerce Bank | 22,454 | $1.90M | 0.02% | +210+0.9% | Added |
| Stock Yards Bank & Trust Co | 22,887 | $1.94M | 0.08% | +20,196+750.5% | Added |
| Cascade Investment Advisors, Inc. | 22,925 | $1.94M | 1.52% | −292−1.3% | Reduced |
| Advisors Asset Management, Inc. | 23,008 | $1.95M | 0.04% | +23,008 | New |
| WCG Wealth Advisors LLC | 23,005 | $1.95M | 0.27% | +23,005 | New |
| Kahn Brothers Group Inc | 23,078 | $1.95M | 0.26% | +700+3.1% | Added |
| Telos Capital Management, Inc. | 23,206 | $1.96M | 0.30% | +710+3.2% | Added |
| Schechter Investment Advisors, LLC | 23,286 | $1.97M | 0.19% | −5,098−18.0% | Reduced |
| Signaturefd, LLC | 23,295 | $1.97M | 0.07% | +257+1.1% | Added |
| Cardinal Capital Management, Inc. | 23,370 | $1.98M | 0.11% | −2,985−11.3% | Reduced |
| Dempze Nancy E | 23,461 | $1.98M | 1.99% | −432−1.8% | Reduced |
| Cox Capital Mgt LLC | 23,531 | $1.99M | 1.36% | −427−1.8% | Reduced |
| Park National Corp | 23,601 | $2.00M | 0.10% | −3,784−13.8% | Reduced |
| Cresset Asset Management, LLC | 23,659 | $2.00M | 0.02% | −1,011−4.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 24,027 | $2.03M | 0.26% | +8,489+54.6% | Added |
| Trust Co of Toledo NA | 24,146 | $2.04M | 0.36% | −40−0.2% | Reduced |
| Clearstead Advisors, LLC | 24,414 | $2.06M | 0.16% | 00.0% | Unchanged |
| Cohen Lawrence B | 24,516 | $2.07M | 1.48% | −1,167−4.5% | Reduced |
| Simplex Trading, LLC | 24,765 | $2.09M | 0.07% | −37,194−60.0% | Reduced |
| FORA Capital, LLC | 24,813 | $2.10M | 0.42% | +24,813 | New |
| Stonebridge Capital Management Inc | 24,850 | $2.10M | 0.96% | −2,000−7.4% | Reduced |
| EagleClaw Capital Managment, LLC | 24,893 | $2.10M | 0.57% | +83+0.3% | Added |
| Forum Financial Management, LP | 24,935 | $2.11M | 0.11% | 00.0% | Unchanged |
| Keeler Thomas Management LLC | 18,825 | $2.11M | 1.05% | +18,825 | New |
| Connolly Sarah T. | 24,972 | $2.11M | 1.44% | −101−0.4% | Reduced |
| Advisor Partners LLC | 25,112 | $2.12M | 0.15% | +2,078+9.0% | Added |
| Atria Wealth Solutions, Inc. | 25,360 | $2.14M | 0.04% | +8,801+53.1% | Added |
| Abbot Financial Management, Inc. | 25,444 | $2.15M | 1.30% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 25,490 | $2.15M | 0.06% | −1,240−4.6% | Reduced |
| Veriti Management LLC | 25,624 | $2.17M | 0.30% | +13,997+120.4% | Added |
| Mirador Capital Partners LP | 25,664 | $2.17M | 0.51% | −83−0.3% | Reduced |
| Hall Laurie J Trustee | 25,847 | $2.19M | 1.02% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 26,013 | $2.20M | 0.00% | −2,104−7.5% | Reduced |
| Parsons Capital Management Inc | 26,215 | $2.22M | 0.20% | −1,063−3.9% | Reduced |
| Tealwood Asset Management Inc | 26,543 | $2.24M | 1.11% | +26,543 | New |
| Page Arthur B | 26,848 | $2.27M | 2.15% | −968−3.5% | Reduced |
| Geneos Wealth Management Inc. | 26,977 | $2.27M | 0.11% | +366+1.4% | Added |
| apricus wealth, LLC | 26,931 | $2.28M | 2.08% | +1,770+7.0% | Added |
| Steward Partners Investment Advisory, LLC | 27,074 | $2.29M | 0.04% | −84−0.3% | Reduced |
| Integrated Wealth Concepts LLC | 27,133 | $2.29M | 0.07% | +905+3.5% | Added |
| Insight Advisors, LLC | 27,245 | $2.32M | 0.79% | +27,245 | New |
| Huntington National Bank | 27,602 | $2.33M | 0.03% | −439−1.6% | Reduced |
| Naples Global Advisors, LLC | 27,744 | $2.35M | 0.30% | +1,176+4.4% | Added |
| We Are One Seven, LLC | 27,872 | $2.36M | 0.32% | −4,686−14.4% | Reduced |
| Baker Tilly Wealth Management, LLC | 27,912 | $2.36M | 0.31% | +2,763+11.0% | Added |
| Ipswich Investment Management Co., Inc. | 28,038 | $2.37M | 0.68% | −2,056−6.8% | Reduced |
| Atlantic Union Bankshares Corp | 28,528 | $2.41M | 0.25% | −1,383−4.6% | Reduced |
| Advisors Capital Management, LLC | 28,926 | $2.44M | 0.07% | +1,946+7.2% | Added |
| Davis Selected Advisers | 28,943 | $2.45M | 0.02% | −3,713−11.4% | Reduced |
| Mirabella Financial Services LLP | 29,071 | $2.46M | 0.24% | +29,071 | New |
| Eagle Global Advisors LLC | 29,088 | $2.46M | 0.18% | −1,215−4.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 29,691 | $2.51M | 0.06% | −324−1.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 29,910 | $2.53M | 0.10% | −781−2.5% | Reduced |
| Hantz Financial Services, Inc. | 30,310 | $2.56M | 0.09% | +1,547+5.4% | Added |
| Northeast Investment Management | 30,405 | $2.57M | 0.16% | −390−1.3% | Reduced |
| JustInvest LLC | 30,915 | $2.61M | 0.12% | +10,000+47.8% | Added |
| AE Wealth Management LLC | 31,185 | $2.64M | 0.02% | +3,223+11.5% | Added |
| Moors & Cabot, Inc. | 31,217 | $2.64M | 0.19% | +252+0.8% | Added |
| Kidder Stephen W | 31,280 | $2.64M | 1.02% | −8,912−22.2% | Reduced |
| Beacon Financial Group | 31,530 | $2.65M | 0.40% | −249−0.8% | Reduced |
| Brinker Capital Investments, LLC | 31,572 | $2.67M | 0.05% | −34,466−52.2% | Reduced |
| Westwood Holdings Group Inc. | 31,582 | $2.67M | 0.03% | −200−0.6% | Reduced |
| Bokf, NA | 31,673 | $2.68M | 0.05% | −3,871−10.9% | Reduced |
| Foyston, Gordon, & Payne Inc | 11,172 | $2.69M | 0.78% | −20,508−64.7% | Reduced |
| AMG National Trust Bank | 32,032 | $2.71M | 0.10% | −34,072−51.5% | Reduced |
| Summitry LLC | 32,134 | $2.72M | 0.20% | −2,685−7.7% | Reduced |
| Broderick Brian C | 32,385 | $2.74M | 0.83% | −3,848−10.6% | Reduced |
| Haverford Trust Co | 32,499 | $2.75M | 0.04% | −66−0.2% | Reduced |
| Smith, Salley & Associates | 32,638 | $2.76M | 0.24% | −7,131−17.9% | Reduced |
| Davenport & Co LLC | 32,658 | $2.76M | 0.02% | −795−2.4% | Reduced |
| Siena Capital LLC | 33,086 | $2.80M | 1.69% | +507+1.6% | Added |
| Providence Capital Advisors, LLC | 33,412 | $2.82M | 0.82% | +10,595+46.4% | Added |
| Perennial Advisors, LLC | 33,490 | $2.83M | 0.88% | +1,372+4.3% | Added |
| Cetera Advisor Networks LLC | 33,624 | $2.84M | 0.04% | +4,039+13.7% | Added |
| Cubic Asset Management, LLC | 33,893 | $2.87M | 0.77% | −100−0.3% | Reduced |
| Logan Capital Management Inc | 34,503 | $2.92M | 0.17% | +4,482+14.9% | Added |
| Oppenheimer & Co Inc | 34,679 | $2.93M | 0.06% | −1,393−3.9% | Reduced |
| Chesley Taft & Associates LLC | 34,697 | $2.93M | 0.20% | −800−2.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 35,058 | $2.96M | 0.17% | −1,676−4.6% | Reduced |
| Private Asset Management Inc | 35,343 | $2.99M | 0.49% | −179−0.5% | Reduced |
| WealthTrust Axiom LLC | 35,390 | $2.99M | 1.07% | −330−0.9% | Reduced |
| Nixon Peabody Trust Co | 35,716 | $3.02M | 1.36% | −10,070−22.0% | Reduced |
| Glassy Mountain Advisors, Inc. | 36,180 | $3.06M | 1.83% | −10.0% | Reduced |
| Argent Trust Co | 36,444 | $3.08M | 0.21% | −156−0.4% | Reduced |
| Freestone Capital Holdings, LLC | 36,727 | $3.10M | 0.12% | −46,229−55.7% | Reduced |
| Fairfield, Bush & Co. | 37,145 | $3.14M | 1.85% | −4,478−10.8% | Reduced |