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 |
|---|---|---|---|---|---|
| Juncture Wealth Strategies, LLC | 6,600 | $502.0K | 0.25% | +600+10.0% | Added |
| Gradient Investments LLC | 6,625 | $504.0K | 0.02% | −115−1.7% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 6,635 | $504.0K | 0.21% | +475+7.7% | Added |
| Kovitz Investment Group Partners, LLC | 6,655 | $506.0K | 0.01% | −100−1.5% | Reduced |
| Thomasville National Bank | 6,675 | $507.0K | 0.06% | +96+1.5% | Added |
| Regions Financial Corp | 6,742 | $513.0K | 0.01% | −1,631−19.5% | Reduced |
| D. E. Shaw & Co., Inc. | 6,765 | $514.0K | 0.00% | −236,647−97.2% | Reduced |
| Proequities, Inc. | 6,766 | $514.0K | 0.05% | −377−5.3% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 6,776 | $515.0K | 0.56% | −20.0% | Reduced |
| Quantamental Technologies LLC | 6,877 | $523.0K | 0.20% | +6,877 | New |
| Pinnacle Wealth Planning Services, Inc. | 6,906 | $525.0K | 0.10% | −2,414−25.9% | Reduced |
| Patton Albertson Miller Group, LLC | 6,919 | $526.0K | 0.11% | −629−8.3% | Reduced |
| Lincoln National Corp | 6,942 | $528.0K | 0.01% | +231+3.4% | Added |
| Wedbush Securities Inc | 6,986 | $531.0K | 0.03% | −4,964−41.5% | Reduced |
| Farmers National Bank | 7,135 | $542.3K | 0.22% | −315−4.2% | Reduced |
| Oarsman Capital, Inc. | 7,157 | $544.0K | 0.29% | −235−3.2% | Reduced |
| Colony Group LLC | 7,201 | $547.0K | 0.01% | +4,617+178.7% | Added |
| FourThought Financial, LLC | 7,227 | $549.0K | 0.08% | −1,759−19.6% | Reduced |
| Hilltop Holdings Inc. | 7,227 | $550.0K | 0.07% | +1,575+27.9% | Added |
| Grant/GrossMendelsohn, LLC | 7,025 | $551.0K | 0.30% | +2,371+50.9% | Added |
| Cary Street Partner Investment Advisory LLC | 7,296 | $555.0K | 0.05% | +753+11.5% | Added |
| Kestra Private Wealth Services, LLC | 7,320 | $556.0K | 0.03% | −404−5.2% | Reduced |
| Radnor Capital Management, LLC | 7,345 | $558.0K | 0.16% | +300+4.3% | Added |
| Fulton Bank, N.A. | 7,347 | $559.0K | 0.03% | −3,661−33.3% | Reduced |
| Cary Street Partners Asset Management LLC | 7,359 | $559.0K | 0.13% | +4+0.1% | Added |
| Central Trust Co | 7,381 | $561.0K | 0.02% | −644−8.0% | Reduced |
| Parallel Advisors, LLC | 7,404 | $563.0K | 0.03% | −771−9.4% | Reduced |
| Essex Financial Services, Inc. | 7,404 | $563.0K | 0.07% | −415−5.3% | Reduced |
| Valmark Advisers, Inc. | 7,446 | $566.0K | 0.01% | +127+1.7% | Added |
| Jacobi Capital Management LLC | 7,443 | $566.0K | 0.08% | +383+5.4% | Added |
| Intercontinental Wealth Advisors, LLC | 7,504 | $570.0K | 0.18% | −101−1.3% | Reduced |
| Kingsview Wealth Management, LLC | 7,511 | $571.0K | 0.03% | −165−2.1% | Reduced |
| Total Clarity Wealth Management, Inc. | 7,577 | $576.0K | 0.36% | 00.0% | Unchanged |
| Mather Group, LLC. | 7,591 | $577.0K | 0.01% | −1,193−13.6% | Reduced |
| Five Oceans Advisors | 7,586 | $577.0K | 0.46% | +3,382+80.4% | Added |
| Bluestein R H & Co | 7,600 | $578.0K | 0.04% | −500−6.2% | Reduced |
| Foundations Investment Advisors, LLC | 7,613 | $579.0K | 0.03% | +7,613 | New |
| Dakota Wealth Management | 7,655 | $582.0K | 0.05% | +1,285+20.2% | Added |
| Intrust Bank NA | 7,672 | $584.0K | 0.09% | −281−3.5% | Reduced |
| Ascent Group, LLC | 7,210 | $585.0K | 0.07% | +597+9.0% | Added |
| Douglass Winthrop Advisors, LLC | 7,738 | $588.0K | 0.02% | −2,150−21.7% | Reduced |
| Mission Wealth Management, LP | 7,732 | $588.0K | 0.03% | −463−5.6% | Reduced |
| BSW Wealth Partners | 7,745 | $589.0K | 0.14% | −781−9.2% | Reduced |
| Tiaa, FSB | 7,768 | $590.0K | 0.00% | −1,109−12.5% | Reduced |
| Romano Brothers and Company | 7,800 | $593.0K | 0.10% | +7,800 | New |
| Sequoia Financial Advisors, LLC | 7,834 | $595.0K | 0.02% | −4,568−36.8% | Reduced |
| Avidian Wealth Solutions, LLC | 7,872 | $598.0K | 0.04% | +113+1.5% | Added |
| Lazard Asset Management LLC | 7,938 | $602.0K | 0.00% | −3,645−31.5% | Reduced |
| OmniStar Financial Group, Inc. | 7,926 | $602.0K | 0.72% | −1,074−11.9% | Reduced |
| Rosenbaum Jay D. | 7,934 | $603.0K | 1.39% | +61+0.8% | Added |
| Marotta Asset Management | 8,004 | $608.4K | 0.16% | −105−1.3% | Reduced |
| Cable Hill Partners, LLC | 8,008 | $609.0K | 0.12% | −316−3.8% | Reduced |
| Lee Danner & Bass Inc | 8,013 | $609.0K | 0.06% | −100−1.2% | Reduced |
| Gladstone Institutional Advisory LLC | 8,023 | $610.0K | 0.05% | +67+0.8% | Added |
| Lantz Financial LLC | 8,103 | $616.0K | 0.32% | −750−8.5% | Reduced |
| Stephens Inc | 8,159 | $620.0K | 0.01% | −766−8.6% | Reduced |
| Armor Investment Advisors, LLC | 8,157 | $620.0K | 0.42% | −513−5.9% | Reduced |
| Covington Capital Management | 8,171 | $621.0K | 0.03% | −50−0.6% | Reduced |
| Anchor Investment Management, LLC | 8,184 | $622.1K | 0.10% | −400−4.7% | Reduced |
| Continuum Advisory, LLC | 8,192 | $623.0K | 0.11% | −135−1.6% | Reduced |
| Means Investment Co., Inc. | 8,229 | $625.0K | 0.14% | 00.0% | Unchanged |
| Ahl Investment Management, Inc. | 8,337 | $634.0K | 0.65% | +337+4.2% | Added |
| Cypress Asset Management Inc | 8,383 | $637.0K | 0.24% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 8,381 | $637.0K | 0.94% | +185+2.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 8,421 | $640.0K | 0.01% | +2,950+53.9% | Added |
| Dillon & Associates Inc | 8,449 | $642.0K | 0.15% | 00.0% | Unchanged |
| Montag A & Associates Inc | 8,561 | $651.0K | 0.05% | +2,077+32.0% | Added |
| Burns J W & Co Inc | 8,573 | $652.0K | 0.13% | −570−6.2% | Reduced |
| Clarius Group, LLC | 8,582 | $652.0K | 0.07% | −522−5.7% | Reduced |
| D.B. Root & Company, LLC | 8,606 | $654.0K | 0.30% | +62+0.7% | Added |
| Dorsey & Whitney Trust CO LLC | 8,636 | $656.0K | 0.07% | −337−3.8% | Reduced |
| TD Waterhouse Canada Inc. | 8,173 | $658.1K | 0.01% | −2,276−21.8% | Reduced |
| Ariel Investments, LLC | 8,750 | $665.0K | 0.01% | −1,239−12.4% | Reduced |
| Holderness Investments Co | 8,752 | $665.0K | 0.30% | +160+1.9% | Added |
| Roundview Capital LLC | 8,786 | $668.0K | 0.08% | +24+0.3% | Added |
| Heritage Wealth Management, LLC | 8,798 | $669.0K | 0.21% | −643−6.8% | Reduced |
| Semmax Financial Advisors Inc. | 8,184 | $670.0K | 0.28% | −543−6.2% | Reduced |
| KB Financial Partners, LLC | 8,822 | $671.0K | 0.24% | +1,409+19.0% | Added |
| Mill Capital Management, LLC | 8,859 | $673.0K | 0.08% | +1,013+12.9% | Added |
| MQS Management LLC | 8,966 | $682.0K | 0.44% | −298−3.2% | Reduced |
| Cetera Advisors LLC | 8,988 | $683.0K | 0.02% | −87−1.0% | Reduced |
| Beaton Management Co. Inc. | 9,043 | $687.0K | 0.52% | −476−5.0% | Reduced |
| Elmwood Wealth Management, Inc. | 9,067 | $689.0K | 0.34% | −880−8.8% | Reduced |
| Steel Peak Wealth Management LLC | 9,072 | $690.0K | 0.05% | −199−2.1% | Reduced |
| SkyView Investment Advisors, LLC | 9,104 | $692.0K | 0.20% | +1,465+19.2% | Added |
| Associated Banc-Corp | 9,148 | $695.0K | 0.03% | −215−2.3% | Reduced |
| Klingenstein Fields & Co LP | 9,242 | $702.0K | 0.04% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 9,266 | $704.0K | 0.27% | +1,880+25.5% | Added |
| Epoch Investment Partners, Inc. | 9,281 | $705.0K | 0.00% | +111+1.2% | Added |
| Highland Capital Management, LLC | 9,382 | $713.0K | 0.06% | −915−8.9% | Reduced |
| Mutual Advisors, LLC | 9,453 | $719.0K | 0.04% | −1,788−15.9% | Reduced |
| Eagle Asset Management Inc | 9,468 | $719.0K | 0.00% | −65−0.7% | Reduced |
| Summit Financial, LLC | 9,489 | $721.2K | 0.07% | +871+10.1% | Added |
| Mystic Asset Management, Inc. | 9,504 | $722.0K | 0.46% | 00.0% | Unchanged |
| Graypoint LLC | 9,602 | $730.0K | 0.09% | +28+0.3% | Added |
| Nicholas Hoffman & Company, LLC. | 9,641 | $733.0K | 0.03% | +260+2.8% | Added |
| Hamel Associates, Inc. | 9,651 | $734.0K | 0.29% | 00.0% | Unchanged |
| Financial Architects, Inc | 9,674 | $735.0K | 0.13% | +9,674 | New |
| Ballentine Partners, LLC | 9,692 | $736.0K | 0.03% | +38+0.4% | Added |
| IFG Advisory, LLC | 9,688 | $736.0K | 0.07% | +9,688 | New |