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 |
|---|---|---|---|---|---|
| Princeton Global Asset Management LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 100 | $8.00K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 91 | $8.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 92 | $8.00K | 0.01% | +92 | New |
| Quent Capital, LLC | 81 | $7.00K | 0.00% | −480−85.6% | Reduced |
| Manchester Capital Management LLC | 79 | $7.00K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 84 | $7.00K | 0.01% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 77 | $7.00K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 80 | $7.00K | 0.01% | +80 | New |
| HighMark Wealth Management LLC | 75 | $6.00K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 70 | $6.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 67 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 56 | $5.00K | 0.00% | +56 | New |
| Stonebridge Capital Advisors LLC | 53 | $4.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 52 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 45 | $4.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 48 | $4.00K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 56 | $4.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 45 | $4.00K | 0.01% | +1+2.3% | Added |
| Castle Wealth Management LLC | 47 | $4.00K | 0.00% | +47 | New |
| Coston, McIsaac & Partners | 50 | $4.00K | 0.00% | +50 | New |
| West Bancorporation Inc | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 38 | $3.00K | 0.00% | +12+46.2% | Added |
| Global Wealth Management Investment Advisory, Inc. | 39 | $3.00K | 0.00% | +39 | New |
| Avion Wealth | 39 | $3.00K | 0.00% | +39 | New |
| Tucker Asset Management LLC | 31 | $2.62K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 24 | $2.03K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 140 | $102 | 0.00% | −887−86.4% | Reduced |
| BOK Financial Private Wealth, Inc. | 1 | $0 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 2,210 | – | – | −78−3.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −308,000−100.0% | Sold out |
| SAL Trading, LLC | 0 | $0 | 0.00% | −155,783−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −144,915−100.0% | Sold out |
| Guardian Capital LP | 0 | $0 | 0.00% | −72,118−100.0% | Sold out |
| Royal Fund Management, LLC | 0 | $0 | 0.00% | −29,362−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −28,028−100.0% | Sold out |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −148,385−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −16,617−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −16,038−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −15,776−100.0% | Sold out |
| XML Financial, LLC | 0 | $0 | 0.00% | −12,749−100.0% | Sold out |
| Greenup Street Wealth Management LLC | 0 | $0 | 0.00% | −10,854−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −10,629−100.0% | Sold out |
| Financial Architects, Inc | 0 | $0 | 0.00% | −9,863−100.0% | Sold out |
| Connectus Wealth, LLC | 0 | $0 | 0.00% | −8,271−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −7,699−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −6,800−100.0% | Sold out |
| TrinityPoint Wealth, LLC | 0 | $0 | 0.00% | −6,348−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −5,711−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −4,356−100.0% | Sold out |
| Blackston Financial Advisory Group, LLC | 0 | $0 | 0.00% | −4,341−100.0% | Sold out |
| GoalVest Advisory LLC | 0 | $0 | 0.00% | −3,621−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,530−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Linscomb & Williams, Inc. | 0 | $0 | 0.00% | −3,437−100.0% | Sold out |
| Formidable Asset Management, LLC | 0 | $0 | 0.00% | −3,396−100.0% | Sold out |
| Credential Qtrade Securities Inc. | 0 | $0 | 0.00% | −3,219−100.0% | Sold out |
| Angeles Wealth Management, LLC | 0 | $0 | 0.00% | −2,978−100.0% | Sold out |
| First National Bank of Omaha | 0 | $0 | 0.00% | −2,927−100.0% | Sold out |
| Quantum Private Wealth, LLC | 0 | $0 | 0.00% | −2,939−100.0% | Sold out |
| Professional Advisory Services Inc | 0 | $0 | 0.00% | −2,627−100.0% | Sold out |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | $0 | 0.00% | −2,553−100.0% | Sold out |
| Vanguard Capital Wealth Advisors | 0 | $0 | 0.00% | −2,577−100.0% | Sold out |
| Prudent Man Advisors, LLC | 0 | $0 | 0.00% | −2,557−100.0% | Sold out |
| Brown Advisory Securities, LLC | 0 | $0 | 0.00% | −2,517−100.0% | Sold out |
| Terry L. Blaker | 0 | $0 | 0.00% | −2,515−100.0% | Sold out |
| Lion Street Advisors, LLC | 0 | $0 | 0.00% | −2,447−100.0% | Sold out |
| Crawford Investment Counsel Inc | 0 | $0 | 0.00% | −2,424−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −2,360−100.0% | Sold out |
| Wimmer Associates 1, LLC | 0 | $0 | 0.00% | −2,351−100.0% | Sold out |
| Collective Family Office LLC | 0 | $0 | 0.00% | −2,348−100.0% | Sold out |
| Essex LLC | 0 | $0 | 0.00% | −2,350−100.0% | Sold out |
| Aire Advisors, LLC | 0 | $0 | 0.00% | −2,340−100.0% | Sold out |
| Quad-Cities Investment Group, LLC | 0 | $0 | 0.00% | −2,336−100.0% | Sold out |
| Tranquilli Financial Advisor LLC | 0 | $0 | 0.00% | −2,333−100.0% | Sold out |
| HBK Sorce Advisory LLC | 0 | $0 | 0.00% | −2,320−100.0% | Sold out |
| Mairs & Power Inc | 0 | $0 | 0.00% | −2,309−100.0% | Sold out |
| Prio Wealth Limited Partnership | 0 | $0 | 0.00% | −2,295−100.0% | Sold out |
| Ironwood Investment Counsel, LLC | 0 | $0 | 0.00% | −2,287−100.0% | Sold out |
| Bedel Financial Consulting, Inc. | 0 | $0 | 0.00% | −1,601−100.0% | Sold out |
| TCWP LLC | 0 | $0 | 0.00% | −1,211−100.0% | Sold out |
| Bollard Group LLC | 0 | $0 | 0.00% | −1,175−100.0% | Sold out |
| Fortitude Advisory Group L.L.C. | 0 | $0 | 0.00% | −1,059−100.0% | Sold out |
| San Luis Wealth Advisors LLC | 0 | $0 | 0.00% | −1,016−100.0% | Sold out |
| Sandy Cove Advisors, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −491−100.0% | Sold out |
| DeDora Capital, Inc. | 0 | $0 | 0.00% | −385−100.0% | Sold out |
| Atwood & Palmer Inc | 0 | $0 | 0.00% | −375−100.0% | Sold out |