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 |
|---|---|---|---|---|---|
| Parcion Private Wealth LLC | 50,632 | $4.35M | 0.43% | −701−1.4% | Reduced |
| HighTower Trust Services, LTA | 38,384 | $4.34M | 0.73% | +38,384 | New |
| Advisory Services Network, LLC | 49,234 | $4.16M | 0.14% | +4,108+9.1% | Added |
| Sepio Capital, LP | 49,099 | $4.15M | 0.42% | −2,870−5.5% | Reduced |
| Garland Capital Management Inc | 49,095 | $4.15M | 3.10% | +1,465+3.1% | Added |
| Altrius Capital Management Inc | 49,029 | $4.14M | 1.35% | +49,029 | New |
| Carret Asset Management, LLC | 48,748 | $4.12M | 0.57% | −380−0.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 48,439 | $4.09M | 0.02% | +48,439 | New |
| Walled Lake Planning & Wealth Management, LLC | 48,424 | $4.09M | 2.82% | +1,447+3.1% | Added |
| Whittier Trust Co | 48,352 | $4.09M | 0.08% | +465+1.0% | Added |
| Mar Vista Investment Partners LLC | 47,974 | $4.05M | 0.17% | 00.0% | Unchanged |
| Avalon Investment & Advisory | 47,950 | $4.05M | 0.11% | −2,098−4.2% | Reduced |
| Wetherby Asset Management Inc | 47,168 | $3.99M | 0.27% | +1,483+3.2% | Added |
| Azzad Asset Management Inc | 46,650 | $3.99M | 0.39% | +15,668+50.6% | Added |
| Farmers & Merchants Investments Inc | 47,138 | $3.98M | 0.17% | −317−0.7% | Reduced |
| Cinctive Capital Management LP | 47,144 | $3.98M | 0.18% | +2,144+4.8% | Added |
| Allianz Asset Management GmbH | 46,316 | $3.92M | 0.00% | −73,785−61.4% | Reduced |
| Woodmont Investment Counsel LLC | 45,975 | $3.89M | 0.48% | +1,667+3.8% | Added |
| Guardian Capital Advisors LP | 46,968 | $3.88M | 0.45% | −595−1.3% | Reduced |
| Pekin Hardy Strauss, Inc. | 45,152 | $3.82M | 0.60% | +650+1.5% | Added |
| Lowell Blake & Associates Inc. | 45,131 | $3.81M | 1.47% | −22,947−33.7% | Reduced |
| Notis-McConarty Edward | 44,139 | $3.73M | 1.55% | +145+0.3% | Added |
| Smithbridge Asset Management Inc | 43,913 | $3.71M | 1.43% | +500+1.2% | Added |
| United Capital Financial Advisers, LLC | 42,641 | $3.60M | 0.02% | +1,550+3.8% | Added |
| Catalyst Capital Advisors LLC | 42,580 | $3.60M | 0.15% | 00.0% | Unchanged |
| Scotia Capital Inc. | 42,403 | $3.58M | 0.03% | −23,762−35.9% | Reduced |
| Cardinal Capital Management | 42,386 | $3.58M | 0.82% | +250+0.6% | Added |
| Pittenger & Anderson Inc | 42,145 | $3.56M | 0.21% | +5,860+16.1% | Added |
| Glenmede Trust Co NA | 41,975 | $3.55M | 0.02% | −914−2.1% | Reduced |
| Keybank National Association | 41,899 | $3.54M | 0.02% | −2,103−4.8% | Reduced |
| Price T Rowe Associates Inc | 41,383 | $3.50M | 0.00% | +1,881+4.8% | Added |
| Hayek Kallen Investment Management | 41,045 | $3.47M | 1.51% | −900−2.1% | Reduced |
| Sawtooth Solutions, LLC | 40,403 | $3.42M | 0.44% | +8,132+25.2% | Added |
| Yousif Capital Management, LLC | 40,325 | $3.41M | 0.04% | +2,385+6.3% | Added |
| Bradley Foster & Sargent Inc | 40,318 | $3.41M | 0.09% | −1,475−3.5% | Reduced |
| GWM Advisors LLC | 39,975 | $3.38M | 0.06% | +1,694+4.4% | Added |
| First Hawaiian Bank | 39,490 | $3.34M | 0.12% | −7,463−15.9% | Reduced |
| Cerity Partners LLC | 38,719 | $3.27M | 0.04% | +14,764+61.6% | Added |
| Wade G W & Inc | 38,276 | $3.24M | 0.15% | +25,166+192.0% | Added |
| Country Club Bank | 38,123 | $3.23M | 0.30% | −6,196−14.0% | Reduced |
| Kestra Advisory Services, LLC | 38,047 | $3.22M | 0.03% | +4,247+12.6% | Added |
| Fairfield, Bush & Co. | 37,145 | $3.14M | 1.85% | −4,478−10.8% | Reduced |
| Freestone Capital Holdings, LLC | 36,727 | $3.10M | 0.12% | −46,229−55.7% | Reduced |
| Argent Trust Co | 36,444 | $3.08M | 0.21% | −156−0.4% | Reduced |
| Glassy Mountain Advisors, Inc. | 36,180 | $3.06M | 1.83% | −10.0% | Reduced |
| Nixon Peabody Trust Co | 35,716 | $3.02M | 1.36% | −10,070−22.0% | Reduced |
| WealthTrust Axiom LLC | 35,390 | $2.99M | 1.07% | −330−0.9% | Reduced |
| Private Asset Management Inc | 35,343 | $2.99M | 0.49% | −179−0.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 35,058 | $2.96M | 0.17% | −1,676−4.6% | Reduced |
| Chesley Taft & Associates LLC | 34,697 | $2.93M | 0.20% | −800−2.3% | Reduced |
| Oppenheimer & Co Inc | 34,679 | $2.93M | 0.06% | −1,393−3.9% | Reduced |
| Logan Capital Management Inc | 34,503 | $2.92M | 0.17% | +4,482+14.9% | Added |
| Cubic Asset Management, LLC | 33,893 | $2.87M | 0.77% | −100−0.3% | Reduced |
| Cetera Advisor Networks LLC | 33,624 | $2.84M | 0.04% | +4,039+13.7% | Added |
| Perennial Advisors, LLC | 33,490 | $2.83M | 0.88% | +1,372+4.3% | Added |
| Providence Capital Advisors, LLC | 33,412 | $2.82M | 0.82% | +10,595+46.4% | Added |
| Siena Capital LLC | 33,086 | $2.80M | 1.69% | +507+1.6% | Added |
| Davenport & Co LLC | 32,658 | $2.76M | 0.02% | −795−2.4% | Reduced |
| Smith, Salley & Associates | 32,638 | $2.76M | 0.24% | −7,131−17.9% | Reduced |
| Haverford Trust Co | 32,499 | $2.75M | 0.04% | −66−0.2% | Reduced |
| Broderick Brian C | 32,385 | $2.74M | 0.83% | −3,848−10.6% | Reduced |
| Summitry LLC | 32,134 | $2.72M | 0.20% | −2,685−7.7% | Reduced |
| AMG National Trust Bank | 32,032 | $2.71M | 0.10% | −34,072−51.5% | Reduced |
| Foyston, Gordon, & Payne Inc | 11,172 | $2.69M | 0.78% | −20,508−64.7% | Reduced |
| Bokf, NA | 31,673 | $2.68M | 0.05% | −3,871−10.9% | 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 |
| Beacon Financial Group | 31,530 | $2.65M | 0.40% | −249−0.8% | Reduced |
| Kidder Stephen W | 31,280 | $2.64M | 1.02% | −8,912−22.2% | Reduced |
| Moors & Cabot, Inc. | 31,217 | $2.64M | 0.19% | +252+0.8% | Added |
| AE Wealth Management LLC | 31,185 | $2.64M | 0.02% | +3,223+11.5% | Added |
| JustInvest LLC | 30,915 | $2.61M | 0.12% | +10,000+47.8% | Added |
| Northeast Investment Management | 30,405 | $2.57M | 0.16% | −390−1.3% | Reduced |
| Hantz Financial Services, Inc. | 30,310 | $2.56M | 0.09% | +1,547+5.4% | Added |
| Whittier Trust Co of Nevada Inc | 29,910 | $2.53M | 0.10% | −781−2.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 29,691 | $2.51M | 0.06% | −324−1.1% | Reduced |
| Eagle Global Advisors LLC | 29,088 | $2.46M | 0.18% | −1,215−4.0% | Reduced |
| Mirabella Financial Services LLP | 29,071 | $2.46M | 0.24% | +29,071 | New |
| Davis Selected Advisers | 28,943 | $2.45M | 0.02% | −3,713−11.4% | Reduced |
| Advisors Capital Management, LLC | 28,926 | $2.44M | 0.07% | +1,946+7.2% | Added |
| Atlantic Union Bankshares Corp | 28,528 | $2.41M | 0.25% | −1,383−4.6% | Reduced |
| Ipswich Investment Management Co., Inc. | 28,038 | $2.37M | 0.68% | −2,056−6.8% | Reduced |
| Baker Tilly Wealth Management, LLC | 27,912 | $2.36M | 0.31% | +2,763+11.0% | Added |
| We Are One Seven, LLC | 27,872 | $2.36M | 0.32% | −4,686−14.4% | Reduced |
| Naples Global Advisors, LLC | 27,744 | $2.35M | 0.30% | +1,176+4.4% | Added |
| Huntington National Bank | 27,602 | $2.33M | 0.03% | −439−1.6% | Reduced |
| Insight Advisors, LLC | 27,245 | $2.32M | 0.79% | +27,245 | New |
| Integrated Wealth Concepts LLC | 27,133 | $2.29M | 0.07% | +905+3.5% | Added |
| Steward Partners Investment Advisory, LLC | 27,074 | $2.29M | 0.04% | −84−0.3% | Reduced |
| apricus wealth, LLC | 26,931 | $2.28M | 2.08% | +1,770+7.0% | Added |
| Geneos Wealth Management Inc. | 26,977 | $2.27M | 0.11% | +366+1.4% | Added |
| Page Arthur B | 26,848 | $2.27M | 2.15% | −968−3.5% | Reduced |
| Tealwood Asset Management Inc | 26,543 | $2.24M | 1.11% | +26,543 | New |
| Parsons Capital Management Inc | 26,215 | $2.22M | 0.20% | −1,063−3.9% | Reduced |
| Alliancebernstein L.P. | 26,013 | $2.20M | 0.00% | −2,104−7.5% | Reduced |
| Hall Laurie J Trustee | 25,847 | $2.19M | 1.02% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 25,664 | $2.17M | 0.51% | −83−0.3% | Reduced |
| Veriti Management LLC | 25,624 | $2.17M | 0.30% | +13,997+120.4% | Added |
| Crossmark Global Holdings, Inc. | 25,490 | $2.15M | 0.06% | −1,240−4.6% | Reduced |
| Abbot Financial Management, Inc. | 25,444 | $2.15M | 1.30% | 00.0% | Unchanged |