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 |
|---|---|---|---|---|---|
| LeJeune Puetz Investment Counsel LLC | 6,160 | $520.0K | 0.20% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 6,145 | $519.0K | 0.13% | −100−1.6% | Reduced |
| Smithfield Trust Co | 6,101 | $518.0K | 0.04% | +1,016+20.0% | Added |
| Great Diamond Partners, LLC | 6,124 | $517.0K | 0.17% | +50+0.8% | Added |
| Capital Investment Advisors, LLC | 6,062 | $512.0K | 0.02% | +274+4.7% | Added |
| Argyle Capital Management Inc. | 6,050 | $511.0K | 0.18% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 6,047 | $511.0K | 0.24% | +5+0.1% | Added |
| Keystone Financial Services | 5,975 | $509.0K | 0.28% | +339+6.0% | Added |
| J.W. Cole Advisors, Inc. | 6,013 | $508.0K | 0.04% | −62−1.0% | Reduced |
| Cohen Klingenstein LLC | 6,000 | $507.0K | 0.03% | 00.0% | Unchanged |
| Deutsche Bank AG | 5,997 | $507.0K | 0.00% | 00.0% | Unchanged |
| Juncture Wealth Strategies, LLC | 6,000 | $507.0K | 0.25% | +200+3.4% | Added |
| Dixon Hubard Feinour & Brown Inc | 5,996 | $507.0K | 0.06% | +572+10.5% | Added |
| Hartford Investment Management Co | 5,965 | $504.0K | 0.02% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 5,967 | $504.0K | 0.02% | +760+14.6% | Added |
| ExodusPoint Capital Management, LP | 5,968 | $504.0K | 0.01% | +5,968 | New |
| Twin Tree Management, LP | 5,953 | $503.0K | 0.01% | −317,772−98.2% | Reduced |
| American Portfolios Advisors | 5,910 | $499.6K | 0.02% | −155−2.6% | Reduced |
| Moloney Securities Asset Management, LLC | 5,818 | $492.0K | 0.12% | +111+1.9% | Added |
| Boenning & Scattergood, Inc. | 5,803 | $491.0K | 0.09% | +5+0.1% | Added |
| Canandaigua National Corp | 5,787 | $489.0K | 0.09% | −471−7.5% | Reduced |
| First City Capital Management, Inc. | 5,788 | $489.0K | 0.30% | 00.0% | Unchanged |
| Hollow Brook Wealth Management LLC | 5,788 | $489.0K | 0.27% | 00.0% | Unchanged |
| IFP Advisors, Inc | 7,810 | $488.0K | 0.02% | −3,110−28.5% | Reduced |
| O'Brien Greene & Co. Inc | 5,704 | $483.0K | 0.18% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 5,697 | $482.0K | 0.08% | −148−2.5% | Reduced |
| Coldstream Capital Management Inc | 5,702 | $482.0K | 0.02% | +959+20.2% | Added |
| Altfest L J & Co Inc | 5,673 | $480.0K | 0.09% | +2,645+87.4% | Added |
| Intellectus Partners, LLC | 5,669 | $479.0K | 0.16% | −353−5.9% | Reduced |
| Millennium Management LLC | 5,654 | $478.0K | 0.00% | −308,670−98.2% | Reduced |
| Hilltop Holdings Inc. | 5,652 | $478.0K | 0.06% | −248−4.2% | Reduced |
| Fort Sheridan Advisors LLC | 5,647 | $477.0K | 0.16% | 00.0% | Unchanged |
| Cadence Bank NA | 5,633 | $476.0K | 0.15% | −3,118−35.6% | Reduced |
| Fieldpoint Private Securities, LLC | 5,624 | $475.0K | 0.14% | −914−14.0% | Reduced |
| Davidson Trust Co | 5,620 | $475.0K | 0.42% | −142−2.5% | Reduced |
| Beddow Capital Management Inc | 5,615 | $475.0K | 0.28% | +315+5.9% | Added |
| BDO Wealth Advisors, LLC | 5,543 | $469.0K | 0.06% | −149−2.6% | Reduced |
| Cape Cod Five Cents Savings Bank | 5,520 | $466.0K | 0.05% | −820−12.9% | Reduced |
| St Germain D J Co Inc | 5,514 | $466.0K | 0.03% | 00.0% | Unchanged |
| B. Riley Wealth Management, Inc. | 5,497 | $465.0K | 0.04% | +1,614+41.6% | Added |
| Virtu Financial LLC | 5,506 | $465.0K | 0.04% | +5,506 | New |
| Icon Wealth Partners, LLC | 5,477 | $463.0K | 0.06% | +41+0.8% | Added |
| Security Asset Management | 5,463 | $462.0K | 0.25% | +333+6.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 5,471 | $462.0K | 0.01% | +5,471 | New |
| Woodstock Corp | 5,446 | $460.0K | 0.06% | −150−2.7% | Reduced |
| Guggenheim Capital LLC | 5,427 | $458.0K | 0.00% | −504−8.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 5,404 | $457.0K | 0.18% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 5,392 | $455.0K | 0.03% | −242−4.3% | Reduced |
| Bellecapital International Ltd. | 5,387 | $455.0K | 0.13% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 5,382 | $455.0K | 0.02% | +611+12.8% | Added |
| CFO4Life Group, LLC | 5,473 | $453.0K | 0.11% | −159−2.8% | Reduced |
| M Holdings Securities, Inc. | 5,332 | $451.0K | 0.05% | −474−8.2% | Reduced |
| Lido Advisors, LLC | 5,344 | $451.0K | 0.01% | −219−3.9% | Reduced |
| Principle Wealth Partners LLC | 5,322 | $450.0K | 0.05% | −730−12.1% | Reduced |
| Hoylecohen, LLC | 5,259 | $445.0K | 0.05% | −94−1.8% | Reduced |
| Brandywine Oak Private Wealth LLC | 5,264 | $444.0K | 0.06% | −243−4.4% | Reduced |
| Beck Mack & Oliver LLC | 5,200 | $440.0K | 0.01% | 00.0% | Unchanged |
| Leuthold Group, LLC | 5,187 | $438.0K | 0.06% | +5,187 | New |
| Caldwell Trust Co | 5,171 | $437.1K | 0.06% | −255−4.7% | Reduced |
| Ropes Wealth Advisors LLC | 5,158 | $436.0K | 0.09% | 00.0% | Unchanged |
| American Trust Investment Advisors, LLC | 5,160 | $436.0K | 0.27% | +65+1.3% | Added |
| Stokes Family Office, LLC | 5,161 | $436.0K | 0.06% | +1,337+35.0% | Added |
| Wesbanco Bank Inc | 5,148 | $435.0K | 0.02% | −266−4.9% | Reduced |
| Northwest Capital Management Inc | 5,150 | $435.0K | 0.23% | 00.0% | Unchanged |
| Cannell Peter B & Co Inc | 5,096 | $431.0K | 0.02% | −400−7.3% | Reduced |
| Aveo Capital Partners, LLC | 5,093 | $431.0K | 0.07% | +1,918+60.4% | Added |
| Alhambra Investment Partners LLC | 5,034 | $426.0K | 0.31% | 00.0% | Unchanged |
| Community Bank, N.A. | 5,033 | $425.0K | 0.06% | −500−9.0% | Reduced |
| North Star Asset Management Inc | 5,026 | $425.0K | 0.03% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 5,016 | $424.0K | 0.24% | 00.0% | Unchanged |
| Allen Investment Management LLC | 5,000 | $423.0K | 0.01% | 00.0% | Unchanged |
| Valley Brook Capital Group | 4,984 | $421.0K | 0.43% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 4,957 | $419.0K | 0.03% | −6,800−57.8% | Reduced |
| Bard Financial Services, Inc. | 6,125 | $418.0K | 0.04% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 4,947 | $418.0K | 0.07% | 00.0% | Unchanged |
| Plancorp, LLC | 4,908 | $415.0K | 0.03% | −933−16.0% | Reduced |
| NorthRock Partners, LLC | 4,904 | $415.0K | 0.04% | +6+0.1% | Added |
| Institute for Wealth Management, LLC. | 4,876 | $412.0K | 0.08% | −7−0.1% | Reduced |
| RiverGlades Family Offices LLC | 4,875 | $412.0K | 0.38% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 4,878 | $412.0K | 0.03% | +67+1.4% | Added |
| Cohen Investment Advisors LLC | 4,846 | $410.0K | 0.35% | −47−1.0% | Reduced |
| Canal Capital Management, LLC | 4,839 | $409.0K | 0.12% | 00.0% | Unchanged |
| Busey Wealth Management | 4,794 | $405.0K | 0.02% | +18+0.4% | Added |
| Jeppson Wealth Management, LLC | 4,791 | $405.0K | 0.17% | +4,791 | New |
| First American Trust, FSB | 4,784 | $404.0K | 0.06% | −337−6.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 4,775 | $404.0K | 0.05% | −314−6.2% | Reduced |
| SG Americas Securities, LLC | 4,774 | $404.0K | 0.01% | +4,774 | New |
| Moody Lynn & Lieberson, LLC | 4,754 | $402.0K | 0.04% | −796−14.3% | Reduced |
| Nwam LLC | 4,767 | $402.0K | 0.04% | +1,351+39.5% | Added |
| Ashfield Capital Partners, LLC | 4,727 | $400.0K | 0.03% | −147−3.0% | Reduced |
| Spinnaker Trust | 4,720 | $399.0K | 0.03% | +334+7.6% | Added |
| Intersect Capital LLC | 4,710 | $398.0K | 0.12% | +450+10.6% | Added |
| Spire Wealth Management | 4,699 | $397.0K | 0.02% | −2,820−37.5% | Reduced |
| YHB Investment Advisors, Inc. | 4,693 | $397.0K | 0.04% | 00.0% | Unchanged |
| Claro Advisors LLC | 4,695 | $397.0K | 0.16% | +1,828+63.8% | Added |
| Norway Savings Bank | 4,668 | $394.0K | 0.20% | −905−16.2% | Reduced |
| Hutner Capital Management Inc | 4,644 | $393.0K | 0.26% | −1,516−24.6% | Reduced |
| Violich Capital Management, Inc. | 4,650 | $393.0K | 0.07% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 4,624 | $391.0K | 0.05% | +28+0.6% | Added |
| Brighton Jones LLC | 4,618 | $390.0K | 0.02% | −480−9.4% | Reduced |