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, 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 | 1,625 | $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, 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 |
|---|---|---|---|---|---|
| EagleClaw Capital Managment, LLC | 24,518 | $1.86M | 0.52% | −375−1.5% | Reduced |
| Telos Capital Management, Inc. | 24,436 | $1.86M | 0.31% | +1,230+5.3% | Added |
| Signaturefd, LLC | 24,239 | $1.84M | 0.06% | +944+4.1% | Added |
| Clearstead Advisors, LLC | 24,084 | $1.83M | 0.17% | −330−1.4% | Reduced |
| Cardinal Capital Management, Inc. | 24,030 | $1.83M | 0.11% | +660+2.8% | Added |
| Stock Yards Bank & Trust Co | 23,974 | $1.82M | 0.08% | +1,087+4.7% | Added |
| WCG Wealth Advisors LLC | 21,733 | $1.82M | 0.24% | −1,272−5.5% | Reduced |
| Connolly Sarah T. | 23,842 | $1.81M | 1.33% | −1,130−4.5% | Reduced |
| Naviter Wealth, LLC | 23,816 | $1.81M | 0.74% | +1,900+8.7% | Added |
| Cox Capital Mgt LLC | 23,749 | $1.80M | 1.31% | +218+0.9% | Added |
| Cohen Lawrence B | 23,659 | $1.80M | 1.39% | −857−3.5% | Reduced |
| Atria Wealth Solutions, Inc. | 23,596 | $1.79M | 0.03% | −1,764−7.0% | Reduced |
| Cresset Asset Management, LLC | 23,540 | $1.79M | 0.02% | −119−0.5% | Reduced |
| Geneos Wealth Management Inc. | 23,512 | $1.79M | 0.12% | −3,465−12.8% | Reduced |
| Commerce Bank | 23,504 | $1.79M | 0.02% | +1,050+4.7% | Added |
| Dempze Nancy E | 23,221 | $1.76M | 1.88% | −240−1.0% | Reduced |
| Kahn Brothers Group Inc | 23,078 | $1.75M | 0.27% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 23,046 | $1.75M | 0.16% | −3,169−12.1% | Reduced |
| Synovus Financial Corp | 23,006 | $1.75M | 0.02% | +1,078+4.9% | Added |
| Park National Corp | 22,691 | $1.72M | 0.09% | −910−3.9% | Reduced |
| Stonebridge Capital Management Inc | 22,425 | $1.71M | 0.88% | −2,425−9.8% | Reduced |
| Avantax Advisory Services, Inc. | 22,289 | $1.69M | 0.03% | +4,805+27.5% | Added |
| Palisade Asset Management, LLC | 22,099 | $1.68M | 0.23% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 22,053 | $1.68M | 0.33% | −2,093−8.7% | Reduced |
| Fca Corp | 22,056 | $1.68M | 0.71% | +555+2.6% | Added |
| Bessemer Group Inc | 21,996 | $1.67M | 0.00% | +4,159+23.3% | Added |
| NBT Bank N A | 21,963 | $1.67M | 0.27% | −135−0.6% | Reduced |
| Pathstone Family Office, LLC | 21,865 | $1.67M | 0.03% | +5,150+30.8% | Added |
| Valley National Advisers Inc | 21,179 | $1.64M | 0.34% | −166−0.8% | Reduced |
| Nixon Peabody Trust Co | 21,567 | $1.64M | 1.39% | −14,149−39.6% | Reduced |
| Diamond Hill Capital Management Inc | 21,476 | $1.63M | 0.01% | +1,497+7.5% | Added |
| Abbot Financial Management, Inc. | 21,219 | $1.61M | 1.15% | −4,225−16.6% | Reduced |
| Horizon Kinetics Asset Management LLC | 21,150 | $1.61M | 0.03% | +1,100+5.5% | Added |
| Freestone Capital Holdings, LLC | 21,072 | $1.60M | 0.07% | −15,655−42.6% | Reduced |
| Park Avenue Securities LLC | 20,753 | $1.58M | 0.03% | +1,409+7.3% | Added |
| Ritholtz Wealth Management | 19,842 | $1.51M | 0.08% | −722−3.5% | Reduced |
| Advisors Management Group Inc | 19,781 | $1.50M | 0.60% | −171−0.9% | Reduced |
| Advisors Asset Management, Inc. | 19,727 | $1.50M | 0.03% | −3,281−14.3% | Reduced |
| NorthCrest Asset Manangement, LLC | 19,442 | $1.48M | 0.08% | −269−1.4% | Reduced |
| FineMark National Bank & Trust | 19,257 | $1.46M | 0.07% | −658−3.3% | Reduced |
| Fort Pitt Capital Group, LLC | 19,217 | $1.46M | 0.07% | +2,716+16.5% | Added |
| Arvest Trust Co N A | 19,204 | $1.46M | 0.10% | +3,206+20.0% | Added |
| Headinvest, LLC | 18,965 | $1.44M | 0.35% | −345−1.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 18,837 | $1.43M | 0.14% | +14,062+294.5% | Added |
| Mitchell & Pahl Private Wealth, LLC | 18,816 | $1.43M | 1.06% | +548+3.0% | Added |
| Schechter Investment Advisors, LLC | 18,727 | $1.42M | 0.14% | −4,559−19.6% | Reduced |
| Brookstone Capital Management | 18,369 | $1.38M | 0.03% | −98−0.5% | Reduced |
| Sandy Spring Bank | 18,173 | $1.38M | 0.09% | −2,320−11.3% | Reduced |
| Laurel Wealth Advisors, Inc. | 18,125 | $1.38M | 0.15% | −172−0.9% | Reduced |
| Independent Investors Inc | 17,900 | $1.36M | 0.39% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 17,868 | $1.36M | 0.05% | +17,868 | New |
| Boston Private Wealth LLC | 17,823 | $1.35M | 0.02% | −210−1.2% | Reduced |
| Checchi Capital Advisers, LLC | 17,687 | $1.34M | 0.15% | +11+0.1% | Added |
| Snowden Capital Advisors LLC | 17,598 | $1.34M | 0.06% | −4,319−19.7% | Reduced |
| Old Port Advisors | 17,144 | $1.33M | 0.53% | +683+4.1% | Added |
| Wambolt & Associates, LLC | 17,398 | $1.32M | 0.56% | +179+1.0% | Added |
| Benedict Financial Advisors Inc | 17,354 | $1.32M | 0.42% | −159−0.9% | Reduced |
| Lester Murray Antman dba SimplyRich | 17,309 | $1.31M | 0.59% | −1,000−5.5% | Reduced |
| Somerset Trust Co | 17,297 | $1.31M | 0.61% | −375−2.1% | Reduced |
| Westwood Holdings Group Inc. | 17,280 | $1.31M | 0.02% | −14,302−45.3% | Reduced |
| Coastline Trust Co | 17,232 | $1.31M | 0.21% | 00.0% | Unchanged |
| Telemus Capital, LLC | 17,119 | $1.30M | 0.13% | −384−2.2% | Reduced |
| O'Brien Greene & Co. Inc | 17,112 | $1.30M | 0.17% | +11,408+200.0% | Added |
| Advisor Partners II, LLC | 17,096 | $1.30M | 0.10% | +17,096 | New |
| Lowe Brockenbrough & Co Inc | 17,011 | $1.29M | 0.12% | +194+1.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16,991 | $1.29M | 0.11% | +319+1.9% | Added |
| McKinley Capital Management LLC /Delaware | 16,919 | $1.29M | 0.17% | −24−0.1% | Reduced |
| Voya Investment Management LLC | 16,855 | $1.28M | 0.00% | +16,855 | New |
| Fred Alger Management, LLC | 16,714 | $1.27M | 0.01% | +1,996+13.6% | Added |
| Roberts Glore & Co Inc | 16,682 | $1.27M | 0.45% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 16,625 | $1.26M | 0.04% | −88−0.5% | Reduced |
| Raymond James Trust N.A. | 16,590 | $1.26M | 0.05% | −587−3.4% | Reduced |
| Virtu Financial LLC | 16,591 | $1.26M | 0.12% | +11,085+201.3% | Added |
| Rothschild Investment Corp | 16,479 | $1.25M | 0.12% | −96−0.6% | Reduced |
| Salem Capital Management Inc | 16,377 | $1.25M | 0.99% | −200−1.2% | Reduced |
| CNB Bank | 16,256 | $1.24M | 0.84% | +271+1.7% | Added |
| Greenleaf Trust | 16,052 | $1.22M | 0.02% | +681+4.4% | Added |
| Mount Yale Investment Advisors, LLC | 16,020 | $1.22M | 0.16% | −8,007−33.3% | Reduced |
| Richard P Slaughter Associates Inc | 15,967 | $1.21M | 0.51% | +813+5.4% | Added |
| True North Advisors, LLC | 15,901 | $1.21M | 0.40% | −912−5.4% | Reduced |
| Benjamin Edwards Inc | 15,830 | $1.20M | 0.36% | −909−5.4% | Reduced |
| SevenBridge Financial Group, LLC | 15,752 | $1.20M | 0.41% | +1,285+8.9% | Added |
| GQG Partners LLC | 15,660 | $1.19M | 0.00% | 00.0% | Unchanged |
| Comerica Securities,inc. | 15,644 | $1.19M | 0.10% | −1,187−7.1% | Reduced |
| Arnhold LLC | 15,636 | $1.19M | 0.16% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 15,622 | $1.19M | 0.51% | +1,535+10.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 15,532 | $1.18M | 0.06% | −276−1.7% | Reduced |
| Albert D Mason Inc | 15,505 | $1.18M | 0.94% | +90+0.6% | Added |
| Boston Family Office LLC | 15,485 | $1.18M | 0.10% | 00.0% | Unchanged |
| South State Corp. | 15,487 | $1.18M | 0.12% | −920−5.6% | Reduced |
| Marco Investment Management LLC | 15,317 | $1.16M | 0.15% | −12−0.1% | Reduced |
| Patten Group, Inc. | 15,209 | $1.15M | 0.40% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 15,005 | $1.14M | 0.13% | −5,799−27.9% | Reduced |
| Beacon Pointe Advisors, LLC | 15,007 | $1.14M | 0.03% | −2,729−15.4% | Reduced |
| Davy Global Fund Management Ltd | 14,820 | $1.13M | 0.25% | −2,981−16.7% | Reduced |
| TD Asset Management Inc | 14,607 | $1.12M | 0.00% | +1,478+11.3% | Added |
| Balentine LLC | 14,670 | $1.11M | 0.04% | −5,092−25.8% | Reduced |
| Aberdeen Wealth Management LLC | 14,640 | $1.11M | 0.98% | −20.0% | Reduced |
| Voya Financial Advisors, Inc. | 14,447 | $1.11M | 0.14% | +603+4.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 14,420 | $1.10M | 0.00% | −885−5.8% | Reduced |