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 |
|---|---|---|---|---|---|
| Grant/GrossMendelsohn, LLC | 4,654 | $390.0K | 0.22% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 4,602 | $389.0K | 0.01% | +477+11.6% | Added |
| Independent Advisor Alliance | 4,584 | $387.0K | 0.02% | −499−9.8% | Reduced |
| Marino, Stram & Associates LLC | 4,505 | $381.0K | 0.13% | +246+5.8% | Added |
| Cullinan Associates Inc | 4,500 | $380.0K | 0.02% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 4,482 | $379.0K | 0.17% | +371+9.0% | Added |
| Cypress Capital Group | 4,436 | $375.0K | 0.06% | −30−0.7% | Reduced |
| Aspiriant, LLC | 4,430 | $374.0K | 0.02% | −151−3.3% | Reduced |
| Sargent Bickham Lagudis LLC | 4,407 | $373.0K | 0.03% | −130−2.9% | Reduced |
| Moody National Bank Trust Division | 4,390 | $371.0K | 0.04% | −4,353−49.8% | Reduced |
| Montecito Bank & Trust | 4,388 | $371.0K | 0.09% | −175−3.8% | Reduced |
| Modera Wealth Management, LLC | 4,386 | $371.0K | 0.02% | +136+3.2% | Added |
| Capital Analysts, LLC | 4,375 | $370.0K | 0.03% | −60−1.4% | Reduced |
| Aull & Monroe Investment Management Corp | 4,375 | $370.0K | 0.19% | −50−1.1% | Reduced |
| Circle Wealth Management, LLC | 4,381 | $370.0K | 0.06% | 00.0% | Unchanged |
| Benchmark Investment Advisors LLC | 4,363 | $369.0K | 0.38% | −500−10.3% | Reduced |
| GSB Wealth Management, LLC | 4,368 | $369.0K | 0.13% | 00.0% | Unchanged |
| Kenfarb & Co. | 4,200 | $369.0K | 0.29% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 4,255 | $360.0K | 0.02% | −400−8.6% | Reduced |
| Helen Stephens Group, LLC | 4,250 | $359.0K | 0.25% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 4,244 | $359.0K | 0.27% | 00.0% | Unchanged |
| Strategic Global Advisors, LLC | 4,236 | $358.0K | 0.05% | −65−1.5% | Reduced |
| Oakworth Capital, Inc. | 4,221 | $357.0K | 0.04% | 00.0% | Unchanged |
| Five Oceans Advisors | 4,204 | $355.0K | 0.26% | +807+23.8% | Added |
| Kathmere Capital Management, LLC | 4,182 | $354.0K | 0.07% | +938+28.9% | Added |
| Patriot Investment Management Inc. | 4,167 | $352.0K | 0.03% | −745−15.2% | Reduced |
| Global Retirement Partners, LLC | 4,165 | $352.0K | 0.03% | +179+4.5% | Added |
| RNC Capital Management LLC | 4,155 | $351.0K | 0.02% | +89+2.2% | Added |
| Bank of Hawaii | 4,152 | $351.0K | 0.02% | +79+1.9% | Added |
| S.A. Mason LLC | 4,136 | $350.0K | 0.26% | 00.0% | Unchanged |
| Intrua Financial, LLC | 4,132 | $349.0K | 0.07% | +256+6.6% | Added |
| Monticello Wealth Management, LLC | 4,111 | $348.0K | 0.04% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 4,109 | $347.0K | 0.01% | −2,000−32.7% | Reduced |
| Essex Investment Management Co LLC | 4,101 | $347.0K | 0.06% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 4,075 | $345.0K | 0.06% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 4,086 | $345.0K | 0.05% | +298+7.9% | Added |
| Meridian Wealth Management, LLC | 4,077 | $345.0K | 0.03% | +594+17.1% | Added |
| Vicus Capital | 4,061 | $343.0K | 0.04% | −50−1.2% | Reduced |
| Shufro Rose & Co LLC | 4,040 | $342.0K | 0.03% | −200−4.7% | Reduced |
| M&R Capital Management Inc | 4,050 | $342.0K | 0.09% | +3,500+636.4% | Added |
| Mattern Wealth Management LLC | 4,029 | $341.0K | 0.13% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 4,038 | $341.0K | 0.01% | +4,038 | New |
| Ategra Capital Management, LLC | 3,991 | $337.4K | 0.18% | −230−5.4% | Reduced |
| Apollon Wealth Management, LLC | 3,944 | $333.0K | 0.03% | −1,258−24.2% | Reduced |
| Norris Perne & French LLP | 3,935 | $333.0K | 0.03% | −482−10.9% | Reduced |
| First Personal Financial Services | 3,943 | $333.0K | 0.09% | 00.0% | Unchanged |
| West Coast Financial LLC | 3,891 | $329.0K | 0.06% | −45−1.1% | Reduced |
| Financial & Tax Architects, LLC | 3,889 | $328.7K | 0.12% | +7+0.2% | Added |
| Robertson Stephens Wealth Management, LLC | 3,882 | $328.0K | 0.03% | −305−7.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,877 | $328.0K | 0.07% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 3,868 | $327.0K | 0.03% | −1,008−20.7% | Reduced |
| Smart Money Group LLC | 3,874 | $327.0K | 0.23% | +275+7.6% | Added |
| Blueprint Investment Partners LLC | 3,865 | $327.0K | 0.09% | +3,865 | New |
| Almanack Investment Partners, LLC. | 3,856 | $326.0K | 0.03% | +3,856 | New |
| Texas Yale Capital Corp. | 3,845 | $325.0K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 3,830 | $324.0K | 0.05% | −220−5.4% | Reduced |
| Concord Wealth Partners | 3,820 | $323.0K | 0.09% | −1,687−30.6% | Reduced |
| MMBG Investment Advisors Co. | 3,796 | $321.0K | 0.04% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 3,781 | $320.0K | 0.06% | −46−1.2% | Reduced |
| Twin Lakes Capital Management, LLC | 3,789 | $320.0K | 0.23% | −43−1.1% | Reduced |
| Riverview Trust Co | 3,763 | $318.0K | 0.28% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 3,750 | $317.0K | 0.31% | −190−4.8% | Reduced |
| CCG Wealth Management, LLC | 3,735 | $316.0K | 0.18% | −59−1.6% | Reduced |
| Koshinski Asset Management, Inc. | 3,715 | $314.0K | 0.03% | −404−9.8% | Reduced |
| Regatta Capital Group, LLC | 3,704 | $313.0K | 0.15% | −1,656−30.9% | Reduced |
| Newman Dignan & Sheerar, Inc. | 3,699 | $313.0K | 0.11% | 00.0% | Unchanged |
| Summit Financial Group Inc | 3,694 | $312.0K | 0.12% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 3,672 | $310.0K | 0.13% | 00.0% | Unchanged |
| Advisory Resource Group | 3,640 | $308.0K | 0.10% | −496−12.0% | Reduced |
| Round Hill Asset Management | 3,642 | $308.0K | 0.19% | 00.0% | Unchanged |
| Hotaling Investment Management, LLC | 3,630 | $307.0K | 0.13% | +1,315+56.8% | Added |
| Paradigm Capital Management, LLC | 3,620 | $306.0K | 0.38% | −500−12.1% | Reduced |
| Perigon Wealth Management, LLC | 3,609 | $305.0K | 0.03% | +1,297+56.1% | Added |
| Veritable, L.P. | 3,599 | $304.0K | 0.01% | +129+3.7% | Added |
| PDS Planning, Inc | 3,587 | $303.0K | 0.05% | +384+12.0% | Added |
| Inlet Private Wealth, LLC | 3,576 | $302.0K | 0.09% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 3,550 | $300.0K | 0.06% | −2,121−37.4% | Reduced |
| Henry James International Management, Inc. | 3,551 | $300.0K | 0.15% | 00.0% | Unchanged |
| Veracity Capital LLC | 3,540 | $299.0K | 0.16% | −25−0.7% | Reduced |
| Proficio Capital Partners LLC | 3,542 | $299.0K | 0.06% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 3,542 | $299.0K | 0.15% | +3,542 | New |
| Davis R M Inc | 3,514 | $297.0K | 0.01% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 3,498 | $296.0K | 0.05% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 3,500 | $296.0K | 0.13% | +540+18.2% | Added |
| Resources Investment Advisors, LLC. | 3,492 | $295.0K | 0.01% | −875−20.0% | Reduced |
| DF Dent & Co Inc | 3,492 | $295.0K | 0.00% | +125+3.7% | Added |
| Ancora Advisors, LLC | 3,455 | $292.0K | 0.01% | −161−4.5% | Reduced |
| StoneX Group Inc. | 3,439 | $290.7K | 0.04% | −4,012−53.8% | Reduced |
| Wulff, Hansen & Co. | 3,425 | $290.0K | 0.33% | 00.0% | Unchanged |
| Toronto Dominion Bank | 3,420 | $290.0K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 3,419 | $289.0K | 0.01% | +1,123+48.9% | Added |
| Wealth Alliance | 3,421 | $289.0K | 0.06% | +3,421 | New |
| Foster & Motley Inc | 3,405 | $288.0K | 0.03% | 00.0% | Unchanged |
| HM Payson & Co | 3,394 | $287.0K | 0.01% | −245−6.7% | Reduced |
| Glenview Trust Co | 3,397 | $287.0K | 0.01% | −124−3.5% | Reduced |
| Chicago Capital, LLC | 3,390 | $287.0K | 0.02% | 00.0% | Unchanged |
| Heck Capital Advisors, LLC | 3,395 | $287.0K | 0.06% | −415−10.9% | Reduced |
| Rehmann Capital Advisory Group | 3,382 | $285.9K | 0.03% | −102−2.9% | Reduced |
| Hyman Charles D | 3,374 | $285.0K | 0.02% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 3,323 | $281.0K | 0.03% | +37+1.1% | Added |