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; 1,625 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 | 1,625 | $21.3B |
| Q1 2026 | 1,604 | $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 |
|---|---|---|---|---|---|
| Northside Capital Management, LLC | 2,546 | $215.0K | 0.07% | 00.0% | Unchanged |
| Holistic Financial Partners | 2,544 | $215.0K | 0.20% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 2,529 | $214.0K | 0.14% | −234−8.5% | Reduced |
| Buckingham Strategic Partners | 2,527 | $214.0K | 0.02% | +53+2.1% | Added |
| CPWM, LLC | 2,526 | $214.0K | 0.02% | +2,526 | New |
| Straight Path Wealth Management | 2,514 | $213.0K | 0.21% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 2,519 | $212.9K | 0.33% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 2,491 | $211.0K | 0.04% | 00.0% | Unchanged |
| Analyst IMS Investment Management Services Ltd. | 2,500 | $211.0K | 0.02% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 2,473 | $209.0K | 0.03% | +26+1.1% | Added |
| Vident Investment Advisory, LLC | 2,448 | $208.0K | 0.01% | +2,448 | New |
| Sheets Smith Wealth Management | 2,450 | $207.0K | 0.03% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 2,453 | $207.0K | 0.04% | +122+5.2% | Added |
| StrongBox Wealth, LLC | 2,446 | $207.0K | 0.13% | +2,446 | New |
| Beck Bode, LLC | 2,441 | $206.0K | 0.04% | −281−10.3% | Reduced |
| Edmond de Rothschild Holding S.A. | 2,425 | $205.0K | 0.01% | −688−22.1% | Reduced |
| Summit X, LLC | 2,396 | $204.0K | 0.06% | +22+0.9% | Added |
| Shoker Investment Counsel, Inc. | 2,405 | $203.0K | 0.11% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 2,400 | $203.0K | 0.02% | +64+2.7% | Added |
| Southland Equity Partners LLC | 2,391 | $202.1K | 0.09% | +2,391 | New |
| Whalerock Point Partners, LLC | 2,390 | $202.0K | 0.09% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 2,395 | $202.0K | 0.05% | +1,686+237.8% | Added |
| Thrivent Financial for Lutherans | 2,375 | $201.0K | 0.00% | −3,041−56.1% | Reduced |
| 9258 Wealth Management, LLC | 2,373 | $201.0K | 0.05% | −382−13.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 2,372 | $200.5K | 0.02% | +2,372 | New |
| Guardian Wealth Advisors, LLC | 2,368 | $200.0K | 0.04% | +2,368 | New |
| CoreFirst Bank & Trust | 2,330 | $197.0K | 0.16% | +100+4.5% | Added |
| Ronald Blue Trust, Inc. | 2,244 | $197.0K | 0.00% | +2,244 | New |
| JFS Wealth Advisors, LLC | 2,319 | $196.0K | 0.02% | −284−10.9% | Reduced |
| Vigilant Capital Management, LLC | 2,277 | $192.0K | 0.02% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 2,212 | $187.0K | 0.02% | +2,212 | New |
| Allworth Financial LP | 2,197 | $186.0K | 0.00% | +192+9.6% | Added |
| AdvisorNet Financial, Inc | 2,146 | $181.0K | 0.02% | +1,077+100.7% | Added |
| JJJ Advisors Inc. | 2,073 | $178.0K | 0.05% | −348−14.4% | Reduced |
| Cutler Group LP | 2,104 | $177.0K | 0.02% | +2,104 | New |
| Atlantic Trust, LLC | 2,075 | $176.0K | 0.13% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,978 | $167.0K | 0.02% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 1,918 | $165.0K | 0.16% | +1,918 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,939 | $164.0K | 0.00% | −842−30.3% | Reduced |
| Washington Trust Advisors, Inc. | 1,946 | $164.0K | 0.01% | −500−20.4% | Reduced |
| Harbor Investment Advisory, LLC | 1,935 | $164.0K | 0.03% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 1,892 | $160.0K | 0.01% | +446+30.8% | Added |
| Heritage Wealth Advisors | 1,865 | $158.0K | 0.01% | +565+43.5% | Added |
| Key Financial Inc | 1,859 | $157.0K | 0.09% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,829 | $154.0K | 0.03% | −156−7.9% | Reduced |
| Investment Research & Advisory Group, Inc. | 1,825 | $154.0K | 0.11% | 00.0% | Unchanged |
| First PREMIER Bank | 1,740 | $147.0K | 0.04% | −125−6.7% | Reduced |
| Urban Wealth Management, LLC | 1,685 | $142.0K | 0.48% | +1,685 | New |
| Hazlett, Burt & Watson, Inc. | 1,664 | $140.0K | 0.13% | 00.0% | Unchanged |
| Private Capital Group, LLC | 1,604 | $136.0K | 0.10% | −221−12.1% | Reduced |
| Baldwin Brothers Inc | 1,614 | $136.0K | 0.02% | −45−2.7% | Reduced |
| MCF Advisors LLC | 1,608 | $136.0K | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 1,576 | $133.0K | 0.00% | +1,161+279.8% | Added |
| HHM Wealth Advisors, LLC | 1,556 | $132.0K | 0.03% | +409+35.7% | Added |
| GHP Investment Advisors, Inc. | 1,501 | $127.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,503 | $127.0K | 0.04% | +501+50.0% | Added |
| CoreCap Advisors, LLC | 1,502 | $127.0K | 0.01% | +1,502 | New |
| AllSquare Wealth Management LLC | 1,479 | $125.0K | 0.09% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,476 | $125.0K | 0.05% | +644+77.4% | Added |
| Credit Suisse AG | 1,454 | $123.0K | 0.00% | −1,860−56.1% | Reduced |
| Piscataqua Savings Bank | 1,429 | $121.0K | 0.11% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 1,396 | $118.0K | 0.06% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,389 | $118.0K | 0.01% | −2,139−60.6% | Reduced |
| Tevis Investment Management | 1,391 | $117.0K | 0.11% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 1,370 | $116.0K | 0.02% | +11+0.8% | Added |
| First National Bank of South Miami | 1,366 | $115.0K | 0.08% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 1,329 | $112.0K | 0.02% | −204−13.3% | Reduced |
| CKW Financial Group | 1,300 | $110.0K | 0.02% | −400−23.5% | Reduced |
| Addison Advisors LLC | 1,285 | $109.0K | 0.07% | −130−9.2% | Reduced |
| Cedar Wealth Management, LLC | 1,262 | $107.0K | 0.05% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,259 | $106.0K | 0.03% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 1,244 | $105.0K | 0.04% | 00.0% | Unchanged |
| ACG Wealth | 1,246 | $105.0K | 0.02% | +1,246 | New |
| Financial Perspectives, Inc | 1,233 | $104.2K | 0.06% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,233 | $104.0K | 0.02% | 00.0% | Unchanged |
| Tacita Capital Inc | 1,200 | $101.0K | 0.07% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,175 | $99.0K | 0.01% | 00.0% | Unchanged |
| Seldon Capital LP | 1,167 | $99.0K | 0.06% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 1,160 | $98.0K | 0.05% | +1,160 | New |
| Hudock, Inc. | 1,126 | $95.0K | 0.03% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,128 | $95.0K | 0.02% | +55+5.1% | Added |
| Motco | 1,119 | $95.0K | 0.01% | +752+204.9% | Added |
| Tilia Fiduciary Partners, Inc. | 1,094 | $92.0K | 0.09% | +225+25.9% | Added |
| Charter Oak Capital Management, LLC | 1,042 | $88.0K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,015 | $86.0K | 0.04% | −111−9.9% | Reduced |
| Fortis Advisors, LLC | 1,000 | $85.0K | 0.06% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 962 | $81.3K | 0.00% | −1,470−60.4% | Reduced |
| Sutton Wealth Advisors Inc. | 952 | $80.5K | 0.03% | +446+88.1% | Added |
| Focused Wealth Management, Inc | 942 | $80.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 945 | $80.0K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 936 | $79.1K | 0.05% | +936 | New |
| Thompson Siegel & Walmsley LLC | 929 | $79.0K | 0.00% | −457−33.0% | Reduced |
| Hanson & Doremus Investment Management | 938 | $79.0K | 0.02% | −34−3.5% | Reduced |
| Money Concepts Capital Corp | 924 | $78.0K | 0.01% | −2,081−69.3% | Reduced |
| Zullo Investment Group, Inc. | 925 | $78.0K | 0.05% | −19−2.0% | Reduced |
| Citizens National Bank Trust Department | 925 | $78.0K | 0.02% | 00.0% | Unchanged |
| Lee Financial Co | 900 | $76.0K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 889 | $75.0K | 0.06% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 884 | $75.0K | 0.00% | +884 | New |
| Hoese & Co LLP | 875 | $74.0K | 0.08% | 00.0% | Unchanged |