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 |
|---|---|---|---|---|---|
| Associated Banc-Corp | 9,363 | $792.0K | 0.03% | −431−4.4% | Reduced |
| KCM Investment Advisors LLC | 9,361 | $791.0K | 0.03% | −176−1.8% | Reduced |
| Abundance Wealth Counselors | 9,355 | $791.0K | 0.21% | +996+11.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 9,320 | $788.0K | 0.14% | −562−5.7% | Reduced |
| West Family Investments, Inc. | 9,325 | $788.0K | 0.31% | +9,325 | New |
| Steel Peak Wealth Management LLC | 9,271 | $784.0K | 0.06% | +9,271 | New |
| MQS Management LLC | 9,264 | $783.0K | 0.54% | +3,275+54.7% | Added |
| Klingenstein Fields & Co LP | 9,242 | $781.0K | 0.04% | +985+11.9% | Added |
| Epoch Investment Partners, Inc. | 9,170 | $775.0K | 0.00% | +754+9.0% | Added |
| Burns J W & Co Inc | 9,143 | $773.0K | 0.15% | −730−7.4% | Reduced |
| Foresight Wealth Management, LLC | 9,108 | $770.0K | 0.27% | +632+7.5% | Added |
| Clarius Group, LLC | 9,104 | $770.0K | 0.08% | +3,404+59.7% | Added |
| Cetera Advisors LLC | 9,075 | $767.0K | 0.02% | +1,692+22.9% | Added |
| Semmax Financial Advisors Inc. | 8,727 | $763.0K | 0.31% | −646−6.9% | Reduced |
| FourThought Financial, LLC | 8,986 | $760.0K | 0.11% | −5,430−37.7% | Reduced |
| OmniStar Financial Group, Inc. | 9,000 | $760.0K | 0.84% | +163+1.8% | Added |
| Quadrant Capital Group LLC | 8,980 | $759.0K | 0.10% | −1,168−11.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 8,973 | $758.0K | 0.08% | −194−2.1% | Reduced |
| Stephens Inc | 8,925 | $754.0K | 0.02% | −625−6.5% | Reduced |
| Tiaa, FSB | 8,877 | $750.0K | 0.00% | −1,633−15.5% | Reduced |
| Lantz Financial LLC | 8,853 | $748.0K | 0.34% | −139−1.5% | Reduced |
| Mather Group, LLC. | 8,784 | $743.0K | 0.02% | +127+1.5% | Added |
| Roundview Capital LLC | 8,762 | $741.0K | 0.09% | 00.0% | Unchanged |
| Armor Investment Advisors, LLC | 8,670 | $733.0K | 0.48% | −281−3.1% | Reduced |
| Summit Financial, LLC | 8,618 | $728.4K | 0.07% | −1,449−14.4% | Reduced |
| Holderness Investments Co | 8,592 | $726.0K | 0.30% | −2,229−20.6% | Reduced |
| Anchor Investment Management, LLC | 8,584 | $725.6K | 0.11% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 8,544 | $722.0K | 0.31% | −104−1.2% | Reduced |
| BSW Wealth Partners | 8,526 | $721.0K | 0.17% | +172+2.1% | Added |
| Dillon & Associates Inc | 8,449 | $718.0K | 0.16% | 00.0% | Unchanged |
| Cypress Asset Management Inc | 8,383 | $709.0K | 0.25% | −330−3.8% | Reduced |
| Regions Financial Corp | 8,373 | $708.0K | 0.01% | −29,983−78.2% | Reduced |
| Northcape Wealth Management, LLC | 8,372 | $708.0K | 0.27% | −3,271−28.1% | Reduced |
| Cable Hill Partners, LLC | 8,324 | $704.0K | 0.18% | +1,424+20.6% | Added |
| Continuum Advisory, LLC | 8,327 | $704.0K | 0.13% | +4,534+119.5% | Added |
| MAI Capital Management | 8,283 | $700.0K | 0.01% | +755+10.0% | Added |
| Means Investment Co., Inc. | 8,229 | $696.0K | 0.15% | −100−1.2% | Reduced |
| Covington Capital Management | 8,221 | $695.0K | 0.03% | +150+1.9% | Added |
| 1620 Investment Advisors, Inc. | 8,196 | $693.0K | 0.96% | +264+3.3% | Added |
| Mission Wealth Management, LP | 8,195 | $693.0K | 0.04% | +803+10.9% | Added |
| Parallel Advisors, LLC | 8,175 | $691.0K | 0.03% | −2,138−20.7% | Reduced |
| Lee Danner & Bass Inc | 8,113 | $686.0K | 0.07% | +300+3.8% | Added |
| Bluestein R H & Co | 8,100 | $685.0K | 0.04% | −2,000−19.8% | Reduced |
| Marotta Asset Management | 8,109 | $684.1K | 0.17% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 8,090 | $684.0K | 0.11% | −4,445−35.5% | Reduced |
| Clearbridge Investments, LLC | 8,033 | $679.0K | 0.00% | −292−3.5% | Reduced |
| Central Trust Co | 8,025 | $678.0K | 0.02% | −500−5.9% | Reduced |
| Ahl Investment Management, Inc. | 8,000 | $676.0K | 0.68% | +8,000 | New |
| Gladstone Institutional Advisory LLC | 7,956 | $673.0K | 0.05% | −1,294−14.0% | Reduced |
| Intrust Bank NA | 7,953 | $672.0K | 0.10% | +1,303+19.6% | Added |
| Rosenbaum Jay D. | 7,873 | $666.0K | 1.29% | −877−10.0% | Reduced |
| Mill Capital Management, LLC | 7,846 | $663.0K | 0.07% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 7,819 | $661.0K | 0.07% | −273−3.4% | Reduced |
| Aquatic Capital Management LLC | 7,800 | $659.0K | 0.21% | +7,700+7,700.0% | Added |
| Avidian Wealth Solutions, LLC | 7,759 | $656.0K | 0.05% | +57+0.7% | Added |
| Legacy Financial Advisors, Inc. | 7,755 | $655.0K | 0.16% | +677+9.6% | Added |
| Kestra Private Wealth Services, LLC | 7,724 | $653.0K | 0.04% | −1,212−13.6% | Reduced |
| Kingsview Wealth Management, LLC | 7,676 | $649.0K | 0.03% | +1,871+32.2% | Added |
| SkyView Investment Advisors, LLC | 7,639 | $646.0K | 0.17% | +7,639 | New |
| Intercontinental Wealth Advisors, LLC | 7,605 | $643.0K | 0.17% | +7,605 | New |
| Total Clarity Wealth Management, Inc. | 7,577 | $640.0K | 0.33% | +1,200+18.8% | Added |
| Patton Albertson Miller Group, LLC | 7,548 | $638.0K | 0.13% | −2,305−23.4% | Reduced |
| Sage Rhino Capital LLC | 7,529 | $636.0K | 0.24% | +765+11.3% | Added |
| Farmers National Bank | 7,450 | $629.7K | 0.24% | +30.0% | Added |
| KB Financial Partners, LLC | 7,413 | $627.0K | 0.22% | +7,004+1,712.5% | Added |
| Oarsman Capital, Inc. | 7,392 | $625.0K | 0.31% | −690−8.5% | Reduced |
| Fox Run Management, L.L.C. | 7,386 | $624.0K | 0.31% | +7,386 | New |
| Walter & Keenan Financial Consulting Co | 7,374 | $623.0K | 0.25% | −100−1.3% | Reduced |
| Cary Street Partners Asset Management LLC | 7,355 | $622.0K | 0.15% | −6,173−45.6% | Reduced |
| Valmark Advisers, Inc. | 7,319 | $619.0K | 0.01% | −108−1.5% | Reduced |
| Squarepoint Ops LLC | 7,312 | $618.0K | 0.01% | −7,095−49.2% | Reduced |
| Quintet Private Bank (Europe) S.A. | 6,240 | $616.3K | 0.03% | +6,240 | New |
| First Affirmative Financial Network | 7,273 | $615.0K | 0.70% | −377−4.9% | Reduced |
| Atlas Capital Advisors LLC | 7,206 | $609.1K | 0.10% | −4,582−38.9% | Reduced |
| Prospera Financial Services Inc | 7,130 | $604.0K | 0.03% | −30.0% | Reduced |
| Proequities, Inc. | 7,143 | $604.0K | 0.05% | +431+6.4% | Added |
| Jacobi Capital Management LLC | 7,060 | $597.0K | 0.08% | +1,631+30.0% | Added |
| Radnor Capital Management, LLC | 7,045 | $596.0K | 0.16% | 00.0% | Unchanged |
| Banco de Sabadell, S.A | 7,037 | $593.0K | 0.50% | −185−2.6% | Reduced |
| Hall Capital Management Co Inc | 6,896 | $583.0K | 0.38% | −290−4.0% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 6,778 | $573.0K | 0.56% | −646−8.7% | Reduced |
| Kovitz Investment Group Partners, LLC | 6,755 | $571.0K | 0.01% | −92−1.3% | Reduced |
| BFT Financial Group, LLC | 6,752 | $571.0K | 0.15% | +3,174+88.7% | Added |
| Gradient Investments LLC | 6,740 | $570.0K | 0.02% | −96−1.4% | Reduced |
| NTV Asset Management LLC | 6,726 | $569.0K | 0.11% | 00.0% | Unchanged |
| Ascent Group, LLC | 6,613 | $568.0K | 0.07% | +407+6.6% | Added |
| Lincoln National Corp | 6,711 | $568.0K | 0.01% | +1,094+19.5% | Added |
| Wealthsource Partners, LLC | 6,704 | $567.0K | 0.04% | −1,155−14.7% | Reduced |
| Thomasville National Bank | 6,579 | $556.0K | 0.06% | −115−1.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 6,543 | $553.0K | 0.05% | +6,543 | New |
| LaFleur & Godfrey LLC | 6,499 | $549.0K | 0.09% | 00.0% | Unchanged |
| Montag A & Associates Inc | 6,484 | $548.0K | 0.04% | 00.0% | Unchanged |
| Penbrook Management LLC | 6,460 | $546.0K | 0.43% | 00.0% | Unchanged |
| Dakota Wealth Management | 6,370 | $538.0K | 0.05% | +1,501+30.8% | Added |
| Qtron Investments LLC | 6,324 | $535.0K | 0.12% | +2,129+50.8% | Added |
| First Foundation Advisors | 6,308 | $533.0K | 0.02% | −1,589−20.1% | Reduced |
| E&G Advisors, LP | 6,298 | $532.0K | 0.18% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 6,219 | $526.0K | 0.15% | +6,219 | New |
| Rossmore Private Capital | 6,215 | $525.0K | 0.09% | −5−0.1% | Reduced |
| Thornburg Investment Management Inc | 6,172 | $522.0K | 0.01% | −550−8.2% | Reduced |