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 |
|---|---|---|---|---|---|
| Segall Bryant & Hamill, LLC | 180,548 | $15.2M | 0.17% | −4,695−2.5% | Reduced |
| Cookson Peirce & Co Inc | 175,674 | $14.8M | 1.02% | +175,674 | New |
| Assetmark, Inc | 171,678 | $14.5M | 0.07% | +17,380+11.3% | Added |
| Banco Santander, S.A. | 171,266 | $14.5M | 0.19% | +32,166+23.1% | Added |
| Russell Investments Group, Ltd. | 169,958 | $14.4M | 0.03% | +82,167+93.6% | Added |
| M&T Bank Corp | 202,614 | $14.2M | 0.07% | +32,998+19.5% | Added |
| Citigroup Inc | 166,711 | $14.1M | 0.02% | +245+0.1% | Added |
| Manufacturers Life Insurance Company, The | 165,091 | $14.0M | 0.01% | −44,454−21.2% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 161,665 | $13.7M | 3.09% | −7,706−4.5% | Reduced |
| Mariner, LLC | 160,999 | $13.6M | 0.06% | +4,936+3.2% | Added |
| Bank of Montreal | 158,278 | $13.4M | 0.01% | −7,643−4.6% | Reduced |
| Exencial Wealth Advisors, LLC | 158,313 | $13.4M | 0.76% | −2,110−1.3% | Reduced |
| DDD Partners, LLC | 157,949 | $13.4M | 2.32% | +1,989+1.3% | Added |
| Somerville Kurt F | 155,055 | $13.1M | 2.49% | −6,457−4.0% | Reduced |
| Optiver Holding B.V. | 148,732 | $12.6M | 0.02% | +148,732 | New |
| Gamble Jones Investment Counsel | 144,715 | $12.2M | 0.90% | −2,229−1.5% | Reduced |
| Federated Hermes, Inc. | 143,479 | $12.1M | 0.03% | −18,521−11.4% | Reduced |
| Edgemoor Investment Advisors, Inc. | 143,411 | $12.1M | 1.53% | −3,806−2.6% | Reduced |
| Richard C. Young & CO., LTD. | 142,130 | $12.0M | 1.56% | +1,724+1.2% | Added |
| Grimes & Company, Inc. | 141,305 | $11.9M | 0.60% | +2,347+1.7% | Added |
| Advisor Group Holdings, Inc. | 138,743 | $11.7M | 0.03% | +8,610+6.6% | Added |
| Pacer Advisors, Inc. | 138,235 | $11.7M | 0.09% | +77,785+128.7% | Added |
| Grandfield & Dodd, LLC | 137,469 | $11.6M | 0.92% | +3,404+2.5% | Added |
| Reynders McVeigh Capital Management, LLC | 137,221 | $11.6M | 0.87% | +8,997+7.0% | Added |
| National Bank of Canada | 137,209 | $11.6M | 0.06% | +11,526+9.2% | Added |
| Tekla Capital Management LLC | 136,225 | $11.5M | 0.45% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 136,114 | $11.5M | 0.90% | −297−0.2% | Reduced |
| CIBC World Markets Inc. | 135,376 | $11.4M | 0.05% | −1,188−0.9% | Reduced |
| Wilkins Investment Counsel Inc | 132,947 | $11.2M | 2.98% | −933−0.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 131,003 | $11.1M | 0.03% | −3,656−2.7% | Reduced |
| Euro Pacific Asset Management, LLC | 123,872 | $10.5M | 2.48% | +2,577+2.1% | Added |
| Liontrust Investment Partners LLP | 121,384 | $10.3M | 0.14% | +121,384 | New |
| Old Mission Capital LLC | 119,399 | $10.1M | 0.32% | −80,092−40.1% | Reduced |
| Bahl & Gaynor Inc | 114,413 | $9.67M | 0.06% | −7,470−6.1% | Reduced |
| Tower Bridge Advisors | 113,643 | $9.61M | 0.78% | −1,526−1.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 112,192 | $9.48M | 0.42% | +4,013+3.7% | Added |
| Greenwood Gearhart Inc | 108,865 | $9.20M | 1.46% | +1,997+1.9% | Added |
| Clifford Swan Investment Counsel LLC | 108,500 | $9.17M | 0.40% | −370−0.3% | Reduced |
| Ingalls & Snyder LLC | 108,418 | $9.16M | 0.48% | +3,320+3.2% | Added |
| Jarislowsky, Fraser Ltd | 106,802 | $9.03M | 0.06% | −23,803−18.2% | Reduced |
| Brookfield Asset Management Inc. | 105,173 | $8.89M | 0.04% | +105,173 | New |
| Trust Co of Virginia | 104,524 | $8.84M | 1.06% | +4,439+4.4% | Added |
| Fort Washington Investment Advisors Inc | 100,614 | $8.51M | 0.07% | −2,450−2.4% | Reduced |
| Blair William & Co | 98,950 | $8.36M | 0.04% | −1,215−1.2% | Reduced |
| Tweedy, Browne Co LLC | 98,430 | $8.32M | 0.34% | −3,508−3.4% | Reduced |
| ProVise Management Group, LLC | 96,909 | $8.19M | 0.87% | +7,369+8.2% | Added |
| NewEdge Wealth, LLC | 96,791 | $8.18M | 0.37% | +14,333+17.4% | Added |
| CWM, LLC | 96,120 | $8.13M | 0.06% | +3,971+4.3% | Added |
| Captrust Financial Advisors | 95,929 | $8.11M | 0.05% | +9,410+10.9% | Added |
| Foster Victor Wealth Advisors, LLC | 96,805 | $8.11M | 1.21% | +6,968+7.8% | Added |
| Baird Financial Group, Inc. | 95,111 | $8.04M | 0.02% | −366−0.4% | Reduced |
| Mercer Global Advisors Inc | 94,564 | $7.99M | 0.05% | +14,190+17.7% | Added |
| American Assets Investment Management, LLC | 93,610 | $7.91M | 0.99% | 00.0% | Unchanged |
| Welch & Forbes LLC | 90,093 | $7.62M | 0.14% | −661−0.7% | Reduced |
| Gabelli Funds LLC | 89,500 | $7.57M | 0.06% | −2,500−2.7% | Reduced |
| Buckhead Capital Management LLC | 87,629 | $7.41M | 1.83% | +2,861+3.4% | Added |
| Comerica Bank | 85,664 | $7.37M | 0.06% | +4,112+5.0% | Added |
| Mengis Capital Management, Inc. | 85,861 | $7.26M | 1.59% | −135−0.2% | Reduced |
| Investment House LLC | 85,724 | $7.25M | 0.64% | +23,921+38.7% | Added |
| Puzo Michael J | 84,484 | $7.14M | 2.54% | −1,975−2.3% | Reduced |
| Rathbone Brothers plc | 83,826 | $7.09M | 0.08% | −6,280−7.0% | Reduced |
| Brown Brothers Harriman & Co | 83,695 | $7.08M | 0.06% | −13,094−13.5% | Reduced |
| Cohen Capital Management, Inc. | 82,016 | $6.93M | 1.42% | 00.0% | Unchanged |
| Ethic Inc. | 81,885 | $6.92M | 0.48% | +4,598+5.9% | Added |
| Matthew Goff Investment Advisor, LLC | 80,114 | $6.77M | 1.82% | +9,486+13.4% | Added |
| New York State Common Retirement Fund | 79,327 | $6.71M | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 79,127 | $6.69M | 0.06% | +6,502+9.0% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 78,813 | $6.66M | 2.25% | +936+1.2% | Added |
| Susquehanna International Group, LLP | 77,903 | $6.58M | 0.01% | +31,988+69.7% | Added |
| Zevin Asset Management LLC | 76,331 | $6.45M | 1.46% | +228+0.3% | Added |
| MML Investors Services, LLC | 75,506 | $6.38M | 0.05% | +3,355+4.6% | Added |
| Fifth Third Bancorp | 73,940 | $6.25M | 0.03% | −3,554−4.6% | Reduced |
| Live Oak Private Wealth LLC | 73,680 | $6.23M | 1.31% | +1,734+2.4% | Added |
| Gluskin Sheff & Assoc Inc | 72,150 | $6.10M | 0.33% | −8,159−10.2% | Reduced |
| TCW Group Inc | 72,039 | $6.09M | 0.08% | −791−1.1% | Reduced |
| Moreno Evelyn V | 71,884 | $6.08M | 1.42% | −34,018−32.1% | Reduced |
| Atria Investments LLC | 70,372 | $5.95M | 0.12% | −4,693−6.3% | Reduced |
| Timber Creek Capital Management LLC | 69,566 | $5.88M | 1.94% | −398−0.6% | Reduced |
| Jones Financial Companies LLLP | 69,373 | $5.86M | 0.01% | −27,398−28.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 69,093 | $5.84M | 0.01% | +9,345+15.6% | Added |
| Camden National Bank | 68,135 | $5.76M | 1.19% | +1,724+2.6% | Added |
| Trust Co of Vermont | 67,207 | $5.68M | 0.43% | −1,521−2.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 66,482 | $5.62M | 0.10% | +14,666+28.3% | Added |
| Pinnacle Associates Ltd | 65,725 | $5.56M | 0.12% | −583−0.9% | Reduced |
| Everett Harris & Co | 64,822 | $5.48M | 0.09% | −7,229−10.0% | Reduced |
| FDx Advisors, Inc. | 64,601 | $5.46M | 0.21% | +1,784+2.8% | Added |
| Dearborn Partners LLC | 63,534 | $5.37M | 0.23% | −260.0% | Reduced |
| Cubist Systematic Strategies, LLC | 63,434 | $5.36M | 0.04% | +26,138+70.1% | Added |
| Peapack Gladstone Financial Corp | 62,573 | $5.29M | 0.12% | −1,142−1.8% | Reduced |
| Citadel Advisors LLC | 62,395 | $5.27M | 0.01% | +58,105+1,354.4% | Added |
| Osterweis Capital Management Inc | 60,376 | $5.10M | 0.38% | +220.0% | Added |
| Zeke Capital Advisors, LLC | 59,638 | $5.04M | 0.33% | +5,868+10.9% | Added |
| Edgestream Partners, L.P. | 59,479 | $5.03M | 0.40% | −15,253−20.4% | Reduced |
| Fiduciary Trust Co | 57,816 | $4.89M | 0.10% | −870−1.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 57,226 | $4.84M | 0.03% | +2,986+5.5% | Added |
| Narwhal Capital Management | 55,369 | $4.68M | 0.64% | +956+1.8% | Added |
| Prentiss Smith & Co Inc | 54,147 | $4.58M | 3.53% | −879−1.6% | Reduced |
| American Research & Management Co. | 51,602 | $4.36M | 1.12% | −816−1.6% | Reduced |
| Patten & Patten Inc | 51,585 | $4.36M | 0.38% | −2,738−5.0% | Reduced |
| Beach Investment Counsel Inc | 51,569 | $4.36M | 0.55% | −3,365−6.1% | Reduced |