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 |
|---|---|---|---|---|---|
| First Financial Corp | 864 | $73.0K | 0.05% | −40−4.4% | Reduced |
| City State Bank | 855 | $72.0K | 0.05% | −35−3.9% | Reduced |
| Dividend Assets Capital, LLC | 857 | $72.0K | 0.02% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 768 | $65.0K | 0.03% | 00.0% | Unchanged |
| City Holding Co | 719 | $61.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 716 | $61.0K | 0.02% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 700 | $59.0K | 0.03% | 00.0% | Unchanged |
| Cordasco Financial Network | 700 | $59.0K | 0.04% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 686 | $58.0K | 0.01% | 00.0% | Unchanged |
| New Millennium Group LLC | 697 | $58.0K | 0.06% | +697 | New |
| Perkins Coie Trust Co | 665 | $56.0K | 0.02% | −394−37.2% | Reduced |
| Missouri Trust & Investment Co | 659 | $56.0K | 0.04% | 00.0% | Unchanged |
| Crewe Advisors LLC | 662 | $56.0K | 0.01% | +203+44.2% | Added |
| Prestige Wealth Management Group LLC | 656 | $55.0K | 0.01% | −21−3.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 650 | $54.9K | 0.03% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 626 | $54.0K | 0.01% | +4+0.6% | Added |
| BerganKDV Wealth Management, LLC | 628 | $53.0K | 0.01% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 605 | $51.0K | 0.02% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 592 | $50.0K | 0.01% | −60−9.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 566 | $48.0K | 0.01% | +64+12.7% | Added |
| Accel Wealth Management | 558 | $47.0K | 0.03% | −25−4.3% | Reduced |
| Pflug Koory, LLC | 550 | $46.0K | 0.03% | 00.0% | Unchanged |
| Curi Capital | 547 | $46.0K | 0.01% | +547 | New |
| Ahrens Investment Partners LLC | 511 | $43.0K | 0.02% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 500 | $42.3K | 0.03% | 00.0% | Unchanged |
| Sageworth Trust Co | 500 | $42.0K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 484 | $41.0K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 483 | $41.0K | 0.02% | +2+0.4% | Added |
| Bray Capital Advisors | 467 | $39.0K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 450 | $38.0K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 436 | $37.0K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 420 | $36.0K | 0.02% | −42−9.1% | Reduced |
| Blue Bell Private Wealth Management, LLC | 431 | $36.0K | 0.01% | 00.0% | Unchanged |
| Standard Family Office LLC | 425 | $36.0K | 0.36% | +425 | New |
| Bogart Wealth, LLC | 414 | $35.0K | 0.00% | +260+168.8% | Added |
| Fairfield Financial Advisors, LTD | 406 | $34.3K | 0.02% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 365 | $31.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 370 | $31.0K | 0.01% | +220+146.7% | Added |
| Front Row Advisors LLC | 360 | $30.0K | 0.01% | −12−3.2% | Reduced |
| Bourgeon Capital Management LLC | 350 | $30.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 353 | $29.9K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 331 | $28.0K | 0.00% | −242−42.2% | Reduced |
| Evermay Wealth Management LLC | 333 | $28.0K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 314 | $27.0K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 321 | $27.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 320 | $27.0K | 0.01% | +108+50.9% | Added |
| Surevest, LLC | 310 | $26.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 309 | $26.0K | 0.00% | +90+41.1% | Added |
| Legacy Bridge, LLC | 292 | $25.0K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 300 | $25.0K | 0.00% | +200+200.0% | Added |
| Better Money Decisions, LLC | 288 | $24.0K | 0.02% | +288 | New |
| Sterling Investment Advisors, Ltd. | 273 | $23.0K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 270 | $23.0K | 0.01% | +223+474.5% | Added |
| Northwest Investment Counselors, LLC | 262 | $22.0K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 260 | $22.0K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 260 | $22.0K | 0.00% | +260 | New |
| Antonetti Capital Management LLC | 250 | $21.0K | 0.02% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 248 | $21.0K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 243 | $21.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 243 | $21.0K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 235 | $19.9K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 233 | $19.7K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 230 | $19.0K | 0.02% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 219 | $18.5K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 216 | $18.0K | 0.00% | −177−45.0% | Reduced |
| First Community Trust NA | 212 | $18.0K | 0.02% | 00.0% | Unchanged |
| Private Ocean, LLC | 220 | $18.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 213 | $18.0K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 209 | $18.0K | 0.01% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 217 | $18.0K | 0.00% | +75+52.8% | Added |
| Maryland Capital Advisors Inc. | 216 | $18.0K | 0.02% | +216 | New |
| Blume Capital Management, Inc. | 200 | $17.0K | 0.01% | 00.0% | Unchanged |
| Trust Co | 200 | $17.0K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 200 | $17.0K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 200 | $17.0K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 200 | $17.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 203 | $17.0K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 196 | $17.0K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 200 | $17.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 202 | $17.0K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 195 | $16.5K | 0.02% | +30+18.2% | Added |
| Transamerica Financial Advisors, Inc. | 188 | $16.0K | 0.00% | +188 | New |
| Raffa Wealth Management, LLC | 181 | $15.3K | 0.01% | +15+9.0% | Added |
| Oliver Lagore Vanvalin Investment Group | 180 | $15.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 172 | $15.0K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 179 | $15.0K | 0.01% | +54+43.2% | Added |
| Sawyer & Company, Inc | 170 | $14.0K | 0.01% | −30−15.0% | Reduced |
| Bank of New Hampshire | 155 | $13.0K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 150 | $13.0K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 137 | $12.0K | 0.01% | +25+22.3% | Added |
| American National Bank | 139 | $12.0K | 0.00% | +40+40.4% | Added |
| Adirondack Trust Co | 130 | $11.0K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 122 | $10.0K | 0.01% | +122 | New |
| Migdal Insurance & Financial Holdings Ltd. | 110 | $9.00K | 0.00% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 109 | $9.00K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 100 | $8.45K | 0.00% | −31−23.7% | Reduced |
| Albion Financial Group | 91 | $8.00K | 0.00% | −90−49.7% | Reduced |
| Polaris Capital Management, LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 100 | $8.00K | 0.00% | 00.0% | Unchanged |