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 |
|---|---|---|---|---|---|
| Great Valley Advisor Group, Inc. | 3,307 | $280.0K | 0.02% | +823+33.1% | Added |
| Principal Street Partners, LLC | 3,313 | $280.0K | 0.07% | +3,313 | New |
| jvl associates llc | 3,300 | $279.0K | 0.19% | 00.0% | Unchanged |
| Kendall Capital Management | 3,293 | $278.0K | 0.15% | −125−3.7% | Reduced |
| Global Trust Asset Management, LLC | 3,264 | $276.0K | 0.14% | −98−2.9% | Reduced |
| Crew Capital Management, Ltd. | 3,270 | $276.0K | 0.35% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 3,229 | $274.0K | 0.02% | −469−12.7% | Reduced |
| Family Legacy, Inc. | 3,250 | $273.0K | 0.13% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 3,234 | $273.0K | 0.01% | +202+6.7% | Added |
| Latitude Advisors, LLC | 3,207 | $271.0K | 0.25% | −6,418−66.7% | Reduced |
| Keudell/Morrison Wealth Management | 3,206 | $271.0K | 0.10% | −912−22.1% | Reduced |
| H. L. Ormond & Company, LLC | 3,202 | $271.0K | 0.44% | −359−10.1% | Reduced |
| Parkside Financial Bank & Trust | 3,185 | $269.0K | 0.08% | +10+0.3% | Added |
| Charter Trust Co | 3,187 | $269.0K | 0.02% | +3,187 | New |
| Alera Investment Advisors, LLC | 3,172 | $268.0K | 0.07% | +3,172 | New |
| Investors Research Corp | 3,153 | $267.0K | 0.08% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 3,142 | $266.0K | 0.04% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 3,146 | $266.0K | 0.01% | +596+23.4% | Added |
| Edge Capital Group, LLC | 3,134 | $265.0K | 0.03% | −731−18.9% | Reduced |
| Red Cedar Capital, LLC | 3,140 | $265.0K | 0.18% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 3,124 | $264.0K | 0.10% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 3,114 | $263.0K | 0.05% | +161+5.5% | Added |
| Occidental Asset Management, LLC | 3,105 | $262.0K | 0.08% | −396−11.3% | Reduced |
| Pallas Capital Advisors LLC | 3,055 | $262.0K | 0.04% | −219−6.7% | Reduced |
| High Net Worth Advisory Group LLC | 3,104 | $262.0K | 0.11% | −140−4.3% | Reduced |
| Argent Advisors, Inc. | 3,103 | $262.0K | 0.15% | −23−0.7% | Reduced |
| Carmichael Hill & Associates, Inc. | 3,078 | $260.0K | 0.15% | −205−6.2% | Reduced |
| Peoples Financial Services Corp. | 3,076 | $260.0K | 0.12% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 3,083 | $260.0K | 0.05% | 00.0% | Unchanged |
| Courier Capital LLC | 3,070 | $259.0K | 0.03% | 00.0% | Unchanged |
| Icapital Wealth LLC | 3,052 | $258.0K | 0.16% | 00.0% | Unchanged |
| Murphy Capital Management Inc | 3,055 | $258.0K | 0.04% | +64+2.1% | Added |
| Fiera Capital Corp | 3,050 | $258.0K | 0.00% | +500+19.6% | Added |
| Marcum Wealth, LLC | 3,023 | $256.0K | 0.04% | −180−5.6% | Reduced |
| Hurlow Wealth Management Group, Inc. | 3,024 | $256.0K | 0.15% | 00.0% | Unchanged |
| Savant Capital, LLC | 3,034 | $256.0K | 0.01% | +196+6.9% | Added |
| Value Partners Investments Inc. | 3,034 | $256.0K | 0.02% | +3,034 | New |
| Platform Technology Partners | 3,020 | $255.0K | 0.14% | −47−1.5% | Reduced |
| Philadelphia Trust Co | 3,012 | $255.0K | 0.03% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 3,013 | $254.7K | 0.08% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 2,996 | $253.0K | 0.01% | +8+0.3% | Added |
| Stonegate Investment Group, LLC | 2,974 | $251.0K | 0.01% | +2,974 | New |
| Keel Point, LLC | 2,862 | $250.0K | 0.04% | +131+4.8% | Added |
| Dorchester Wealth Management Co | 2,945 | $249.0K | 0.05% | +345+13.3% | Added |
| Valeo Financial Advisors, LLC | 2,936 | $248.0K | 0.02% | −287−8.9% | Reduced |
| UMA Financial Services, Inc. | 2,880 | $247.0K | 0.07% | −149−4.9% | Reduced |
| Wealthcare Advisory Partners LLC | 2,909 | $246.0K | 0.01% | +2,909 | New |
| Cornerstone Wealth Management, LLC | 2,898 | $245.0K | 0.03% | −239−7.6% | Reduced |
| Community Bank & Trust, Waco, Texas | 2,898 | $245.0K | 0.08% | −210−6.8% | Reduced |
| EverSource Wealth Advisors, LLC | 2,903 | $245.0K | 0.06% | −28−1.0% | Reduced |
| Andesa Financial Management Inc. | 2,889 | $244.0K | 0.15% | +41+1.4% | Added |
| Northstar Group, Inc. | 2,883 | $243.0K | 0.07% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 2,874 | $243.0K | 0.03% | −14−0.5% | Reduced |
| Avitas Wealth Management LLC | 2,876 | $243.0K | 0.05% | +2,876 | New |
| Pacifica Partners Inc. | 2,818 | $241.0K | 0.17% | −31−1.1% | Reduced |
| Pitcairn Co | 2,852 | $241.0K | 0.03% | +2,852 | New |
| Harbour Investments, Inc. | 2,846 | $241.0K | 0.02% | +2,846 | New |
| Single Point Partners, LLC | 2,854 | $241.0K | 0.07% | +2,854 | New |
| Allred Capital Management, LLC | 2,844 | $240.0K | 0.15% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 2,820 | $239.0K | 0.08% | −177−5.9% | Reduced |
| Jacobs & Co | 2,825 | $238.0K | 0.03% | −1,500−34.7% | Reduced |
| Twin Focus Capital Partners, LLC | 2,814 | $238.0K | 0.05% | +19+0.7% | Added |
| Shelton Capital Management | 2,800 | $237.0K | 0.01% | −600−17.6% | Reduced |
| Wealth Alliance Advisory Group, LLC | 2,801 | $237.0K | 0.11% | −71−2.5% | Reduced |
| Lyell Wealth Management, LP | 2,800 | $237.0K | 0.04% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 2,788 | $236.0K | 0.02% | +138+5.2% | Added |
| Laraway Financial Inc | 2,770 | $234.0K | 0.25% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 2,763 | $234.0K | 0.03% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 2,772 | $234.0K | 0.01% | +46+1.7% | Added |
| Washington Trust Co | 2,755 | $233.0K | 0.01% | −79−2.8% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 2,751 | $233.0K | 0.10% | 00.0% | Unchanged |
| GFS Advisors, LLC | 2,750 | $232.0K | 0.05% | −7,725−73.7% | Reduced |
| Laidlaw Wealth Management LLC | 2,745 | $232.0K | 0.05% | −40−1.4% | Reduced |
| Retirement Planning Co of New England, Inc. | 2,730 | $230.0K | 0.16% | +5+0.2% | Added |
| LCM Capital Management Inc | 2,712 | $229.0K | 0.23% | −20−0.7% | Reduced |
| First Citizens Bank & Trust Co | 2,708 | $229.0K | 0.01% | +2,708 | New |
| Tompkins Financial Corp | 2,694 | $228.0K | 0.04% | −465−14.7% | Reduced |
| Fairhaven Wealth Management, LLC | 2,691 | $227.0K | 0.11% | −2,190−44.9% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 2,691 | $227.0K | 0.14% | −457−14.5% | Reduced |
| Stiles Financial Services Inc | 2,681 | $227.0K | 0.14% | −19−0.7% | Reduced |
| Appleton Partners Inc | 2,686 | $227.0K | 0.02% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 2,679 | $226.0K | 0.02% | +110+4.3% | Added |
| Great Lakes Advisors, LLC | 2,663 | $225.0K | 0.00% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 2,655 | $224.0K | 0.02% | +2,655 | New |
| Ledyard National Bank | 2,638 | $223.0K | 0.03% | −13−0.5% | Reduced |
| RMB Capital Management, LLC | 2,629 | $222.0K | 0.01% | +2,629 | New |
| Coulter & Justus Financial Services, LLC | 2,610 | $221.0K | 0.18% | +2,610 | New |
| Meridian Wealth Advisors, LLC | 2,601 | $220.0K | 0.06% | +2,601 | New |
| Change Path, LLC | 2,596 | $219.0K | 0.01% | −720−21.7% | Reduced |
| Optas, LLC | 2,592 | $219.0K | 0.09% | +65+2.6% | Added |
| Colony Group LLC | 2,584 | $218.0K | 0.00% | −4,768−64.9% | Reduced |
| Belpointe Asset Management LLC | 2,577 | $218.0K | 0.01% | −96−3.6% | Reduced |
| Essex Savings Bank | 2,579 | $218.0K | 0.08% | −2−0.1% | Reduced |
| Brewin Dolphin Ltd | 2,570 | $217.0K | 0.01% | 00.0% | Unchanged |
| BBR Partners, LLC | 2,565 | $217.0K | 0.03% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 2,571 | $217.0K | 0.04% | +100+4.0% | Added |
| Palladiem, LLC | 2,553 | $216.0K | 0.21% | −240−8.6% | Reduced |
| Blue Fin Capital, Inc. | 2,564 | $216.0K | 0.08% | 00.0% | Unchanged |
| Howe & Rusling Inc | 2,554 | $216.0K | 0.03% | +1,600+167.7% | Added |
| Eagle Strategies LLC | 2,544 | $215.0K | 0.08% | −30−1.2% | Reduced |