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 |
|---|---|---|---|---|---|
| Aberdeen Wealth Management LLC | 14,642 | $1.24M | 0.98% | −71−0.5% | Reduced |
| SevenBridge Financial Group, LLC | 14,467 | $1.22M | 0.49% | +12+0.1% | Added |
| Court Place Advisors, LLC | 14,434 | $1.22M | 0.46% | −316−2.1% | Reduced |
| Physicians Financial Services, Inc. | 14,183 | $1.20M | 0.53% | −25−0.2% | Reduced |
| AIMZ Investment Advisors, LLC | 14,170 | $1.20M | 0.57% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 14,087 | $1.19M | 0.49% | +1,530+12.2% | Added |
| Baker Ellis Asset Management LLC | 13,895 | $1.18M | 0.24% | +26+0.2% | Added |
| Voya Financial Advisors, Inc. | 13,844 | $1.17M | 0.15% | +1,803+15.0% | Added |
| Creegan & Nassoura Financial Group, LLC | 13,875 | $1.17M | 0.99% | −875−5.9% | Reduced |
| West Oak Capital, LLC | 13,858 | $1.17M | 0.61% | −327−2.3% | Reduced |
| Archford Capital Strategies, LLC | 13,768 | $1.16M | 0.29% | +13,768 | New |
| Kensington Investment Counsel, LLC | 13,585 | $1.15M | 0.98% | −235−1.7% | Reduced |
| CAPROCK Group, Inc. | 13,584 | $1.15M | 0.11% | +1,746+14.7% | Added |
| Welch Group, LLC | 13,557 | $1.15M | 0.07% | −1,384−9.3% | Reduced |
| Johnson Investment Counsel Inc | 13,470 | $1.14M | 0.02% | +192+1.4% | Added |
| Two Sigma Securities, LLC | 13,440 | $1.14M | 0.20% | +13,440 | New |
| Cambridge Advisors Inc. | 13,275 | $1.12M | 0.31% | −1,000−7.0% | Reduced |
| Stratos Wealth Partners, LTD. | 13,277 | $1.12M | 0.03% | +1,523+13.0% | Added |
| Aevitas Wealth Management, Inc. | 13,235 | $1.12M | 0.76% | −105−0.8% | Reduced |
| DGS Capital Management, LLC | 13,185 | $1.11M | 0.90% | +1,117+9.3% | Added |
| World Equity Group, Inc. | 13,136 | $1.11M | 0.28% | +1,116+9.3% | Added |
| TD Asset Management Inc | 13,129 | $1.11M | 0.00% | +24+0.2% | Added |
| Umb Bank N A | 12,820 | $1.08M | 0.02% | −946−6.9% | Reduced |
| McDaniel Terry & Co | 12,761 | $1.08M | 0.13% | −5,861−31.5% | Reduced |
| Transcend Wealth Collective, LLC | 12,765 | $1.08M | 0.11% | −942−6.9% | Reduced |
| Williams Jones Wealth Management, LLC. | 12,769 | $1.08M | 0.02% | +3,763+41.8% | Added |
| LCNB Corp | 12,746 | $1.08M | 0.56% | −494−3.7% | Reduced |
| Legal & General Group Plc | 12,699 | $1.07M | 0.00% | −252−1.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 12,573 | $1.06M | 0.00% | −4,418−26.0% | Reduced |
| Sequoia Financial Advisors, LLC | 12,402 | $1.05M | 0.03% | +1,406+12.8% | Added |
| Ascent Wealth Partners, LLC | 12,216 | $1.04M | 0.24% | +2,888+31.0% | Added |
| 1832 Asset Management L.P. | 12,262 | $1.04M | 0.00% | −906−6.9% | Reduced |
| Carnegie Capital Asset Management, LLC | 12,130 | $1.02M | 0.05% | +235+2.0% | Added |
| Ativo Capital Management LLC | 12,082 | $1.02M | 0.69% | −2,194−15.4% | Reduced |
| Frontier Wealth Management LLC | 12,082 | $1.02M | 0.07% | −337−2.7% | Reduced |
| Level Four Advisory Services, LLC | 12,039 | $1.02M | 0.10% | −1,526−11.2% | Reduced |
| Venture Visionary Partners LLC | 12,034 | $1.02M | 0.08% | −555−4.4% | Reduced |
| Wedbush Securities Inc | 11,950 | $1.01M | 0.05% | +179+1.5% | Added |
| Berkshire Bank | 11,880 | $1.00M | 0.29% | −158−1.3% | Reduced |
| Bryn Mawr Trust Co | 11,850 | $1.00M | 0.05% | −1,178−9.0% | Reduced |
| Abbrea Capital, LLC | 11,831 | $1.00M | 0.17% | 00.0% | Unchanged |
| Americana Partners, LLC | 12,194 | $994.0K | 0.18% | +8,419+223.0% | Added |
| King Luther Capital Management Corp | 11,746 | $993.0K | 0.01% | +2,412+25.8% | Added |
| Lazard Asset Management LLC | 11,583 | $978.0K | 0.00% | −1,108,040−99.0% | Reduced |
| Liberty One Investment Management, LLC | 10,704 | $977.0K | 0.17% | −1,839−14.7% | Reduced |
| Fortem Financial Group, LLC | 11,548 | $976.0K | 0.64% | −5,798−33.4% | Reduced |
| Trust Co of Oklahoma | 11,533 | $974.9K | 0.46% | −948−7.6% | Reduced |
| Greenwich Wealth Management LLC | 11,476 | $970.0K | 0.13% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 11,432 | $966.0K | 0.02% | −1,422−11.1% | Reduced |
| Sittner & Nelson, LLC | 11,387 | $963.0K | 0.63% | +1,250+12.3% | Added |
| MUFG Americas Holdings Corp | 11,383 | $962.0K | 0.02% | −275−2.4% | Reduced |
| Mutual Advisors, LLC | 11,241 | $950.0K | 0.06% | −183−1.6% | Reduced |
| Silvercrest Asset Management Group LLC | 11,188 | $946.0K | 0.01% | −125−1.1% | Reduced |
| Cutter & CO Brokerage, Inc. | 11,124 | $940.0K | 0.32% | −305−2.7% | Reduced |
| Bangor Savings Bank | 11,068 | $936.0K | 0.10% | +785+7.6% | Added |
| Financial Advocates Investment Management | 11,059 | $935.0K | 0.08% | −64−0.6% | Reduced |
| Sigma Planning Corp | 11,066 | $935.0K | 0.03% | +5,126+86.3% | Added |
| Knowledge Leaders Capital, LLC | 11,029 | $932.0K | 0.90% | +241+2.2% | Added |
| Fulton Bank, N.A. | 11,008 | $931.0K | 0.05% | +1,633+17.4% | Added |
| TD Waterhouse Canada Inc. | 10,449 | $929.5K | 0.01% | +2,114+25.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,943 | $925.0K | 0.01% | −980−8.2% | Reduced |
| Simmons Bank | 10,926 | $923.0K | 0.08% | −785−6.7% | Reduced |
| Sit Investment Associates Inc | 10,800 | $913.0K | 0.03% | 00.0% | Unchanged |
| Ellevest, Inc. | 10,804 | $913.0K | 0.09% | +1,874+21.0% | Added |
| EP Wealth Advisors, LLC | 10,800 | $913.0K | 0.02% | +2,631+32.2% | Added |
| Ar Asset Management Inc | 10,750 | $909.0K | 0.26% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 10,673 | $901.0K | 0.11% | −10,075−48.6% | Reduced |
| Scott & Selber, Inc. | 10,542 | $891.0K | 0.41% | −132−1.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 10,525 | $889.7K | 0.01% | −166−1.6% | Reduced |
| JNBA Financial Advisors | 10,490 | $887.0K | 0.13% | −232−2.2% | Reduced |
| Covenant Partners, LLC | 10,459 | $884.0K | 0.41% | −3,102−22.9% | Reduced |
| Evergreen Capital Management LLC | 10,381 | $877.0K | 0.05% | +1,328+14.7% | Added |
| Mayflower Financial Advisors, LLC | 10,356 | $875.0K | 0.13% | −101−1.0% | Reduced |
| Chilton Capital Management LLC | 10,334 | $874.0K | 0.05% | −92−0.9% | Reduced |
| Highland Capital Management, LLC | 10,297 | $870.0K | 0.06% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 10,275 | $869.0K | 0.20% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 10,211 | $863.0K | 0.02% | +7,594+290.2% | Added |
| CX Institutional | 10,202 | $862.0K | 0.07% | 00.0% | Unchanged |
| Ariel Investments, LLC | 9,989 | $844.0K | 0.01% | −235−2.3% | Reduced |
| Elmwood Wealth Management, Inc. | 9,947 | $841.0K | 0.48% | −190−1.9% | Reduced |
| Neville Rodie & Shaw Inc | 9,932 | $840.0K | 0.08% | 00.0% | Unchanged |
| Becker Capital Management Inc | 9,920 | $839.0K | 0.04% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 9,904 | $837.0K | 0.32% | +3,547+55.8% | Added |
| Douglass Winthrop Advisors, LLC | 9,888 | $836.0K | 0.02% | +372+3.9% | Added |
| Choate Investment Advisors | 9,859 | $833.0K | 0.05% | +7,477+313.9% | Added |
| Beacon Investment Advisory Services, Inc. | 9,811 | $829.0K | 0.04% | +442+4.7% | Added |
| Diversified Trust Co | 9,792 | $828.0K | 0.03% | +188+2.0% | Added |
| Drexel Morgan & Co. | 9,720 | $822.0K | 0.23% | 00.0% | Unchanged |
| Delta Financial Advisors LLC | 9,681 | $818.0K | 0.41% | −255−2.6% | Reduced |
| Ballentine Partners, LLC | 9,654 | $816.0K | 0.03% | −2,651−21.5% | Reduced |
| Hamel Associates, Inc. | 9,651 | $816.0K | 0.32% | −840−8.0% | Reduced |
| Engineers Gate Manager LP | 9,600 | $811.0K | 0.03% | +9,600 | New |
| Graypoint LLC | 9,574 | $809.0K | 0.10% | −132−1.4% | Reduced |
| Eagle Asset Management Inc | 9,533 | $805.0K | 0.01% | −649−6.4% | Reduced |
| Beaton Management Co. Inc. | 9,519 | $805.0K | 0.57% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 9,504 | $803.0K | 0.49% | +700+8.0% | Added |
| Seven Eight Capital, LP | 9,499 | $803.0K | 0.32% | +9,499 | New |
| Prudential Financial Inc | 9,434 | $800.0K | 0.00% | −866−8.4% | Reduced |
| Heritage Wealth Management, LLC | 9,441 | $798.1K | 0.27% | +1,106+13.3% | Added |
| Nicholas Hoffman & Company, LLC. | 9,381 | $793.0K | 0.04% | −211−2.2% | Reduced |