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, Q3 2022
Institutional positions in Novartis AG as of Sep 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
- 1,088
- −33 vs. Q2 2022
- Shares held
- 179.7M
- −19.6M (−9.8%) vs. Q2 2022
- Total value
- $13.7B
- −$3.18B (−18.9%) vs. Q2 2022
- New holders
- 63
- 322 more added
- Sold out
- 96
- 458 more reduced
21 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Novartis AG; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Harbor Investment Advisory, LLC | 1,935 | $147.0K | 0.02% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,935 | $147.1K | 0.06% | +983+103.3% | Added |
| North Star Investment Management Corp. | 1,978 | $150.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,988 | $151.0K | 0.04% | +485+32.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,083 | $158.0K | 0.00% | +144+7.4% | Added |
| Atlantic Trust, LLC | 2,175 | $166.0K | 0.06% | +100+4.8% | Added |
| Vigilant Capital Management, LLC | 2,277 | $173.0K | 0.02% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 2,328 | $177.0K | 0.00% | −97−4.0% | Reduced |
| CoreFirst Bank & Trust | 2,330 | $177.0K | 0.15% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2,419 | $184.0K | 0.02% | +100+4.3% | Added |
| Dakota Community Bank & Trust NA | 2,475 | $188.0K | 1.30% | +2,475 | New |
| EverSource Wealth Advisors, LLC | 2,574 | $196.0K | 0.04% | −329−11.3% | Reduced |
| Belpointe Asset Management LLC | 2,604 | $197.0K | 0.01% | +27+1.0% | Added |
| Strategic Blueprint, LLC | 2,635 | $200.0K | 0.03% | +2,635 | New |
| Trustcore Financial Services, LLC | 2,650 | $201.0K | 0.02% | −138−4.9% | Reduced |
| Great Lakes Advisors, LLC | 2,639 | $201.0K | 0.00% | −24−0.9% | Reduced |
| LCM Capital Management Inc | 2,702 | $205.0K | 0.22% | −10−0.4% | Reduced |
| Tompkins Financial Corp | 2,694 | $205.0K | 0.03% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 2,730 | $207.0K | 0.15% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 2,744 | $209.0K | 0.05% | −70−2.5% | Reduced |
| GFS Advisors, LLC | 2,750 | $209.0K | 0.05% | 00.0% | Unchanged |
| Hutner Capital Management Inc | 2,766 | $210.0K | 0.15% | −1,878−40.4% | Reduced |
| Bristlecone Advisors, LLC | 2,763 | $210.0K | 0.03% | 00.0% | Unchanged |
| Laraway Financial Inc | 2,770 | $210.0K | 0.23% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 2,782 | $211.0K | 0.01% | +890+47.0% | Added |
| Keel Point, LLC | 2,785 | $212.0K | 0.04% | −77−2.7% | Reduced |
| PDS Planning, Inc | 2,800 | $213.0K | 0.04% | −787−21.9% | Reduced |
| Shelton Capital Management | 2,800 | $213.0K | 0.01% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 2,800 | $213.0K | 0.04% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 2,801 | $213.0K | 0.09% | 00.0% | Unchanged |
| Jacobs & Co | 2,825 | $214.0K | 0.03% | 00.0% | Unchanged |
| Coulter & Justus Financial Services, LLC | 2,810 | $214.0K | 0.17% | +200+7.7% | Added |
| Pacifica Partners Inc. | 2,818 | $215.0K | 0.16% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 2,844 | $216.0K | 0.13% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,547 | $216.0K | 0.00% | +303+13.5% | Added |
| Coastal Bridge Advisors, LLC | 2,838 | $216.0K | 0.06% | +2,838 | New |
| Clearbridge Investments, LLC | 2,890 | $220.0K | 0.00% | −5,143−64.0% | Reduced |
| Community Bank & Trust, Waco, Texas | 2,898 | $220.0K | 0.08% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 2,909 | $221.0K | 0.03% | +35+1.2% | Added |
| Stiles Financial Services Inc | 2,911 | $221.0K | 0.13% | +230+8.6% | Added |
| Spire Wealth Management | 2,933 | $223.0K | 0.01% | −1,766−37.6% | Reduced |
| High Net Worth Advisory Group LLC | 2,928 | $223.0K | 0.10% | −176−5.7% | Reduced |
| UMA Financial Services, Inc. | 2,880 | $223.0K | 0.07% | 00.0% | Unchanged |
| Dorchester Wealth Management Co | 2,945 | $224.0K | 0.05% | 00.0% | Unchanged |
| Northstar Group, Inc. | 2,943 | $224.0K | 0.07% | +60+2.1% | Added |
| Essex Savings Bank | 2,959 | $224.0K | 0.09% | +380+14.7% | Added |
| IHT Wealth Management, LLC | 2,947 | $224.0K | 0.02% | +2,947 | New |
| Koshinski Asset Management, Inc. | 2,971 | $226.0K | 0.03% | −744−20.0% | Reduced |
| Hurlow Wealth Management Group, Inc. | 2,969 | $226.0K | 0.13% | −55−1.8% | Reduced |
| Marcum Wealth, LLC | 2,967 | $226.0K | 0.03% | −56−1.9% | Reduced |
| Boston Financial Mangement LLC | 2,992 | $227.0K | 0.01% | −4−0.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 2,986 | $227.0K | 0.01% | +2,986 | New |
| H. L. Ormond & Company, LLC | 3,003 | $229.0K | 0.37% | −199−6.2% | Reduced |
| Philadelphia Trust Co | 3,012 | $229.0K | 0.03% | 00.0% | Unchanged |
| Platform Technology Partners | 3,020 | $230.0K | 0.13% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 3,043 | $231.0K | 0.01% | +271+9.8% | Added |
| Edge Capital Group, LLC | 3,057 | $232.0K | 0.02% | −77−2.5% | Reduced |
| Enterprise Financial Services Corp | 3,056 | $232.0K | 0.17% | −58−1.9% | Reduced |
| Fiera Capital Corp | 3,050 | $232.0K | 0.00% | 00.0% | Unchanged |
| Icapital Wealth LLC | 3,052 | $232.0K | 0.17% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 3,076 | $234.0K | 0.12% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 3,083 | $234.0K | 0.04% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 3,078 | $234.0K | 0.14% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 3,075 | $234.0K | 0.03% | +177+6.1% | Added |
| First Citizens Bank & Trust Co | 3,094 | $235.0K | 0.01% | +386+14.3% | Added |
| Occidental Asset Management, LLC | 3,105 | $236.0K | 0.07% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 3,107 | $236.0K | 0.18% | +3,107 | New |
| Peddock Capital Advisors, LLC | 3,124 | $237.0K | 0.10% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 3,113 | $237.0K | 0.01% | +139+4.7% | Added |
| Pitcairn Co | 3,124 | $237.0K | 0.03% | +272+9.5% | Added |
| Venturi Wealth Management, LLC | 3,143 | $239.0K | 0.02% | −725−18.7% | Reduced |
| Kendall Capital Management | 3,141 | $239.0K | 0.14% | −152−4.6% | Reduced |
| Weatherly Asset Management L. P. | 3,142 | $239.0K | 0.03% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 3,140 | $239.0K | 0.17% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3,150 | $240.0K | 0.08% | −35−1.1% | Reduced |
| Investors Research Corp | 3,153 | $240.0K | 0.07% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,846 | $241.0K | 0.02% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 3,186 | $242.0K | 0.13% | −78−2.4% | Reduced |
| Argent Advisors, Inc. | 3,203 | $243.0K | 0.14% | +100+3.2% | Added |
| River Wealth Advisors LLC | 3,193 | $243.0K | 0.05% | +740+30.2% | Added |
| Western Wealth Management, LLC | 3,229 | $244.0K | 0.01% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 3,205 | $244.0K | 0.20% | −2−0.1% | Reduced |
| Hartline Investment Corp | 3,205 | $244.0K | 0.20% | +3,205 | New |
| Foster & Motley Inc | 3,225 | $245.0K | 0.02% | −180−5.3% | Reduced |
| Allworth Financial LP | 3,221 | $245.0K | 0.00% | +1,024+46.6% | Added |
| Charter Trust Co | 3,236 | $246.0K | 0.02% | +49+1.5% | Added |
| Pallas Capital Advisors LLC | 3,065 | $246.0K | 0.03% | +10+0.3% | Added |
| Family Legacy, Inc. | 3,250 | $247.0K | 0.12% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 3,266 | $248.0K | 0.03% | −57−1.7% | Reduced |
| Washington Trust Co | 3,255 | $248.0K | 0.01% | +500+18.1% | Added |
| Diversified Trust Co | 3,274 | $249.0K | 0.01% | −6,518−66.6% | Reduced |
| Crew Capital Management, Ltd. | 3,270 | $249.0K | 0.34% | 00.0% | Unchanged |
| jvl associates llc | 3,300 | $251.0K | 0.15% | 00.0% | Unchanged |
| Tranquilli Financial Advisor LLC | 3,301 | $251.0K | 0.20% | +3,301 | New |
| Resources Investment Advisors, LLC. | 3,350 | $255.0K | 0.01% | −142−4.1% | Reduced |
| Hyman Charles D | 3,374 | $256.0K | 0.02% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 3,369 | $256.0K | 0.10% | +163+5.1% | Added |
| Glenview Trust Co | 3,397 | $258.0K | 0.01% | 00.0% | Unchanged |
| Chicago Capital, LLC | 3,390 | $258.0K | 0.01% | 00.0% | Unchanged |
| Value Partners Investments Inc. | 3,395 | $258.0K | 0.03% | +361+11.9% | Added |