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 |
|---|---|---|---|---|---|
| Atria Wealth Solutions, Inc. | 25,360 | $2.14M | 0.04% | +8,801+53.1% | Added |
| Advisor Partners LLC | 25,112 | $2.12M | 0.15% | +2,078+9.0% | Added |
| Connolly Sarah T. | 24,972 | $2.11M | 1.44% | −101−0.4% | Reduced |
| Keeler Thomas Management LLC | 18,825 | $2.11M | 1.05% | +18,825 | New |
| Forum Financial Management, LP | 24,935 | $2.11M | 0.11% | 00.0% | Unchanged |
| EagleClaw Capital Managment, LLC | 24,893 | $2.10M | 0.57% | +83+0.3% | Added |
| Stonebridge Capital Management Inc | 24,850 | $2.10M | 0.96% | −2,000−7.4% | Reduced |
| FORA Capital, LLC | 24,813 | $2.10M | 0.42% | +24,813 | New |
| Simplex Trading, LLC | 24,765 | $2.09M | 0.07% | −37,194−60.0% | Reduced |
| Cohen Lawrence B | 24,516 | $2.07M | 1.48% | −1,167−4.5% | Reduced |
| Clearstead Advisors, LLC | 24,414 | $2.06M | 0.16% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 24,146 | $2.04M | 0.36% | −40−0.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 24,027 | $2.03M | 0.26% | +8,489+54.6% | Added |
| Cresset Asset Management, LLC | 23,659 | $2.00M | 0.02% | −1,011−4.1% | Reduced |
| Park National Corp | 23,601 | $2.00M | 0.10% | −3,784−13.8% | Reduced |
| Cox Capital Mgt LLC | 23,531 | $1.99M | 1.36% | −427−1.8% | Reduced |
| Dempze Nancy E | 23,461 | $1.98M | 1.99% | −432−1.8% | Reduced |
| Cardinal Capital Management, Inc. | 23,370 | $1.98M | 0.11% | −2,985−11.3% | Reduced |
| Schechter Investment Advisors, LLC | 23,286 | $1.97M | 0.19% | −5,098−18.0% | Reduced |
| Signaturefd, LLC | 23,295 | $1.97M | 0.07% | +257+1.1% | Added |
| Telos Capital Management, Inc. | 23,206 | $1.96M | 0.30% | +710+3.2% | Added |
| Kahn Brothers Group Inc | 23,078 | $1.95M | 0.26% | +700+3.1% | Added |
| Advisors Asset Management, Inc. | 23,008 | $1.95M | 0.04% | +23,008 | New |
| WCG Wealth Advisors LLC | 23,005 | $1.95M | 0.27% | +23,005 | New |
| Cascade Investment Advisors, Inc. | 22,925 | $1.94M | 1.52% | −292−1.3% | Reduced |
| Stock Yards Bank & Trust Co | 22,887 | $1.94M | 0.08% | +20,196+750.5% | Added |
| Commerce Bank | 22,454 | $1.90M | 0.02% | +210+0.9% | Added |
| NBT Bank N A | 22,098 | $1.87M | 0.29% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 22,099 | $1.87M | 0.24% | 00.0% | Unchanged |
| National Asset Management, Inc. | 21,915 | $1.85M | 0.08% | +749+3.5% | Added |
| Synovus Financial Corp | 21,928 | $1.85M | 0.02% | +158+0.7% | Added |
| Naviter Wealth, LLC | 21,916 | $1.85M | 0.76% | +21,916 | New |
| Snowden Capital Advisors LLC | 21,917 | $1.85M | 0.08% | −1,752−7.4% | Reduced |
| Fca Corp | 21,501 | $1.82M | 0.72% | +310+1.5% | Added |
| Valley National Advisers Inc | 21,345 | $1.80M | 0.38% | +201+1.0% | Added |
| Eqis Capital Management, Inc. | 20,804 | $1.76M | 0.19% | −730−3.4% | Reduced |
| HC Financial Advisors Inc | 20,653 | $1.75M | 1.17% | −610−2.9% | Reduced |
| Ritholtz Wealth Management | 20,564 | $1.74M | 0.11% | +3,182+18.3% | Added |
| Sandy Spring Bank | 20,493 | $1.73M | 0.10% | −1,173−5.4% | Reduced |
| Employees Retirement System of Texas | 20,475 | $1.73M | 0.02% | 00.0% | Unchanged |
| Altium Wealth Management LLC | 20,131 | $1.70M | 0.12% | +4,292+27.1% | Added |
| Horizon Kinetics Asset Management LLC | 20,050 | $1.70M | 0.04% | 00.0% | Unchanged |
| Diamond Hill Capital Management Inc | 19,979 | $1.69M | 0.01% | 00.0% | Unchanged |
| Advisors Management Group Inc | 19,952 | $1.69M | 0.59% | +171+0.9% | Added |
| FineMark National Bank & Trust | 19,915 | $1.68M | 0.08% | −1,249−5.9% | Reduced |
| Balentine LLC | 19,762 | $1.67M | 0.06% | +9,090+85.2% | Added |
| NorthCrest Asset Manangement, LLC | 19,711 | $1.67M | 0.09% | +19,711 | New |
| Park Avenue Securities LLC | 19,344 | $1.64M | 0.03% | +2,802+16.9% | Added |
| Headinvest, LLC | 19,310 | $1.63M | 0.36% | +1,135+6.2% | Added |
| Brookstone Capital Management | 18,467 | $1.56M | 0.03% | +7,013+61.2% | Added |
| Laurel Wealth Advisors, Inc. | 18,297 | $1.55M | 0.16% | −2,472−11.9% | Reduced |
| Lester Murray Antman dba SimplyRich | 18,309 | $1.55M | 0.64% | +866+5.0% | Added |
| Mitchell & Pahl Private Wealth, LLC | 18,268 | $1.54M | 1.07% | +805+4.6% | Added |
| Boston Private Wealth LLC | 18,033 | $1.52M | 0.02% | +3,748+26.2% | Added |
| HighPoint Advisor Group LLC | 18,134 | $1.52M | 0.17% | +18,134 | New |
| Checchi Capital Advisers, LLC | 17,676 | $1.52M | 0.15% | +1,910+12.1% | Added |
| Independent Investors Inc | 17,900 | $1.51M | 0.41% | 00.0% | Unchanged |
| Bessemer Group Inc | 17,837 | $1.51M | 0.00% | −261−1.4% | Reduced |
| Davy Global Fund Management Ltd | 17,801 | $1.50M | 0.30% | +854+5.0% | Added |
| Beacon Pointe Advisors, LLC | 17,736 | $1.50M | 0.03% | −14,535−45.0% | Reduced |
| Somerset Trust Co | 17,672 | $1.49M | 0.65% | −2,437−12.1% | Reduced |
| Telemus Capital, LLC | 17,503 | $1.48M | 0.14% | −1,114−6.0% | Reduced |
| Benedict Financial Advisors Inc | 17,513 | $1.48M | 0.44% | +538+3.2% | Added |
| Avantax Advisory Services, Inc. | 17,484 | $1.48M | 0.02% | +6,006+52.3% | Added |
| Coastline Trust Co | 17,232 | $1.46M | 0.22% | −545−3.1% | Reduced |
| Wambolt & Associates, LLC | 17,219 | $1.46M | 0.59% | +904+5.5% | Added |
| Raymond James Trust N.A. | 17,177 | $1.45M | 0.05% | −2,922−14.5% | Reduced |
| McKinley Capital Management LLC /Delaware | 16,943 | $1.43M | 0.19% | −188−1.1% | Reduced |
| Summit Global Investments | 16,849 | $1.42M | 0.13% | −736−4.2% | Reduced |
| Old National Bancorp | 16,846 | $1.42M | 0.05% | −572−3.3% | Reduced |
| Comerica Securities,inc. | 16,831 | $1.42M | 0.11% | +2,777+19.8% | Added |
| Lowe Brockenbrough & Co Inc | 16,817 | $1.42M | 0.12% | −1,742−9.4% | Reduced |
| True North Advisors, LLC | 16,813 | $1.42M | 0.44% | +637+3.9% | Added |
| Benjamin Edwards Inc | 16,739 | $1.42M | 0.42% | −455−2.6% | Reduced |
| Pathstone Family Office, LLC | 16,715 | $1.41M | 0.03% | +3,823+29.7% | Added |
| TownSquare Capital, LLC | 16,713 | $1.41M | 0.04% | +4,464+36.4% | Added |
| Cetera Investment Advisers | 16,705 | $1.41M | 0.02% | +811+5.1% | Added |
| Roberts Glore & Co Inc | 16,682 | $1.41M | 0.47% | +112+0.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16,672 | $1.41M | 0.14% | −33−0.2% | Reduced |
| Salem Capital Management Inc | 16,577 | $1.40M | 1.02% | −3,417−17.1% | Reduced |
| Rothschild Investment Corp | 16,575 | $1.40M | 0.13% | +300+1.8% | Added |
| Fort Pitt Capital Group, LLC | 16,501 | $1.40M | 0.06% | +5,808+54.3% | Added |
| South State Corp. | 16,407 | $1.39M | 0.13% | −223−1.3% | Reduced |
| Old Port Advisors | 16,461 | $1.39M | 0.54% | +844+5.4% | Added |
| Arvest Trust Co N A | 15,998 | $1.35M | 0.09% | +2,702+20.3% | Added |
| CNB Bank | 15,985 | $1.35M | 0.87% | −1,267−7.3% | Reduced |
| Regentatlantic Capital LLC | 15,850 | $1.34M | 0.04% | −1,275−7.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 15,808 | $1.34M | 0.06% | +455+3.0% | Added |
| GQG Partners LLC | 15,660 | $1.32M | 0.00% | +1,278+8.9% | Added |
| Arnhold LLC | 15,636 | $1.32M | 0.16% | 00.0% | Unchanged |
| Boston Family Office LLC | 15,485 | $1.31M | 0.11% | −350−2.2% | Reduced |
| Albert D Mason Inc | 15,415 | $1.30M | 0.97% | +17+0.1% | Added |
| Greenleaf Trust | 15,371 | $1.30M | 0.02% | +883+6.1% | Added |
| Marco Investment Management LLC | 15,329 | $1.30M | 0.15% | +197+1.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 15,305 | $1.29M | 0.00% | +427+2.9% | Added |
| Patten Group, Inc. | 15,209 | $1.28M | 0.41% | +9+0.1% | Added |
| Richard P Slaughter Associates Inc | 15,154 | $1.28M | 0.56% | +1,020+7.2% | Added |
| TD Private Client Wealth LLC | 15,006 | $1.27M | 0.06% | +1,756+13.3% | Added |
| First Horizon Advisors, Inc. | 14,870 | $1.26M | 0.04% | −230−1.5% | Reduced |
| Fred Alger Management, LLC | 14,718 | $1.24M | 0.01% | +1,375+10.3% | Added |