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, Q4 2022
Institutional positions in Novartis AG as of Dec 31, 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
- 1,183
- +113 vs. Q3 2022
- Shares held
- 171.2M
- −8.02M (−4.5%) vs. Q3 2022
- Total value
- $15.5B
- +$1.86B (+13.7%) vs. Q3 2022
- New holders
- 173
- 298 more added
- Sold out
- 60
- 493 more reduced
18 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Novartis AG; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| National Asset Management, Inc. | 26,578 | $2.41M | 0.07% | −1,171−4.2% | Reduced |
| Naviter Wealth, LLC | 26,242 | $2.41M | 0.66% | +2,426+10.2% | Added |
| Signaturefd, LLC | 26,704 | $2.42M | 0.07% | +2,465+10.2% | Added |
| Alliancebernstein L.P. | 26,748 | $2.43M | 0.00% | +181+0.7% | Added |
| Telos Capital Management, Inc. | 27,149 | $2.46M | 0.36% | +2,713+11.1% | Added |
| HAP Trading, LLC | 27,478 | $2.49M | 0.41% | +27,478 | New |
| Eagle Global Advisors LLC | 27,753 | $2.52M | 0.17% | −477−1.7% | Reduced |
| Lowell Blake & Associates Inc. | 27,865 | $2.53M | 0.84% | −12,640−31.2% | Reduced |
| Integrated Wealth Concepts LLC | 28,357 | $2.57M | 0.07% | +1,094+4.0% | Added |
| Broderick Brian C | 28,475 | $2.58M | 0.77% | −1,930−6.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 28,493 | $2.58M | 0.10% | −832−2.8% | Reduced |
| Northeast Investment Management | 28,584 | $2.59M | 0.17% | −891−3.0% | Reduced |
| apricus wealth, LLC | 28,981 | $2.63M | 2.39% | +1,450+5.3% | Added |
| Baker Tilly Wealth Management, LLC | 28,996 | $2.63M | 0.32% | +3,063+11.8% | Added |
| Kidder Stephen W | 29,095 | $2.64M | 0.97% | −100.0% | Reduced |
| Hantz Financial Services, Inc. | 29,234 | $2.65M | 0.08% | −1,913−6.1% | Reduced |
| Brinker Capital Investments, LLC | 29,341 | $2.66M | 0.05% | +861+3.0% | Added |
| Naples Global Advisors, LLC | 29,344 | $2.66M | 0.34% | +450+1.6% | Added |
| Capital World Investors | 29,263 | $2.68M | 0.00% | −31,200−51.6% | Reduced |
| Crossmark Global Holdings, Inc. | 29,612 | $2.69M | 0.07% | −111−0.4% | Reduced |
| Moors & Cabot, Inc. | 29,782 | $2.70M | 0.19% | −1,138−3.7% | Reduced |
| Foyston, Gordon, & Payne Inc | 30,003 | $2.72M | 0.75% | −715−2.3% | Reduced |
| Private Asset Management Inc | 30,084 | $2.73M | 0.46% | −1,675−5.3% | Reduced |
| Boston Partners | 30,100 | $2.73M | 0.00% | −1,742,349−98.3% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 30,150 | $2.74M | 2.26% | +30,150 | New |
| Summit Global Investments | 30,270 | $2.75M | 0.23% | +1,835+6.5% | Added |
| Advisors Capital Management, LLC | 30,364 | $2.75M | 0.07% | −1,275−4.0% | Reduced |
| Oppenheimer & Co Inc | 31,553 | $2.86M | 0.07% | −1,585−4.8% | Reduced |
| Cubic Asset Management, LLC | 31,608 | $2.87M | 0.82% | −2,185−6.5% | Reduced |
| AMG National Trust Bank | 32,015 | $2.90M | 0.11% | 00.0% | Unchanged |
| Haverford Trust Co | 32,085 | $2.91M | 0.04% | −414−1.3% | Reduced |
| Everett Harris & Co | 32,269 | $2.93M | 0.05% | −19,870−38.1% | Reduced |
| Bokf, NA | 32,266 | $2.93M | 0.05% | +890+2.8% | Added |
| Delaney Dennis R | 32,451 | $2.94M | 2.63% | −250−0.8% | Reduced |
| We Are One Seven, LLC | 32,955 | $2.99M | 0.30% | +1,965+6.3% | Added |
| Chesley Taft & Associates LLC | 33,187 | $3.01M | 0.21% | −1,160−3.4% | Reduced |
| WealthTrust Axiom LLC | 33,215 | $3.01M | 1.05% | −2,075−5.9% | Reduced |
| Beacon Financial Group | 33,276 | $3.03M | 0.41% | +355+1.1% | Added |
| Fairfield, Bush & Co. | 33,750 | $3.06M | 2.02% | −292−0.9% | Reduced |
| Keeler Thomas Management LLC | 34,072 | $3.09M | 1.56% | −8,870−20.7% | Reduced |
| Advisory Services Network, LLC | 34,098 | $3.09M | 0.09% | −1,911−5.3% | Reduced |
| Providence Capital Advisors, LLC | 34,108 | $3.09M | 0.84% | −20.0% | Reduced |
| Sepio Capital, LP | 34,140 | $3.10M | 0.27% | −12,208−26.3% | Reduced |
| Argent Trust Co | 34,438 | $3.12M | 0.21% | −2,863−7.7% | Reduced |
| Perennial Advisors, LLC | 35,038 | $3.18M | 1.01% | −487−1.4% | Reduced |
| First Hawaiian Bank | 35,097 | $3.18M | 0.11% | −557−1.6% | Reduced |
| Glenmede Trust Co NA | 35,723 | $3.24M | 0.02% | −1,048−2.9% | Reduced |
| JustInvest LLC | 35,879 | $3.25M | 0.13% | +3,876+12.1% | Added |
| Country Club Bank | 35,917 | $3.26M | 0.28% | −378−1.0% | Reduced |
| Azzad Asset Management Inc | 36,444 | $3.31M | 0.52% | −14,506−28.5% | Reduced |
| Bayesian Capital Management, LP | 36,593 | $3.32M | 0.49% | +9,600+35.6% | Added |
| AE Wealth Management LLC | 37,059 | $3.36M | 0.02% | +3,523+10.5% | Added |
| Davenport & Co LLC | 37,111 | $3.37M | 0.03% | −616−1.6% | Reduced |
| Bradley Foster & Sargent Inc | 38,111 | $3.46M | 0.09% | −1,242−3.2% | Reduced |
| Brookfield Asset Management Inc. | 38,968 | $3.54M | 0.01% | −156,776−80.1% | Reduced |
| Logan Capital Management Inc | 39,241 | $3.56M | 0.18% | +1,508+4.0% | Added |
| Glassy Mountain Advisors, Inc. | 39,380 | $3.57M | 1.97% | +39,380 | New |
| Yousif Capital Management, LLC | 40,325 | $3.66M | 0.05% | 00.0% | Unchanged |
| Hayek Kallen Investment Management | 40,345 | $3.66M | 1.69% | −600−1.5% | Reduced |
| Catalyst Capital Advisors LLC | 40,580 | $3.68M | 0.12% | −2,000−4.7% | Reduced |
| Smithbridge Asset Management Inc | 40,627 | $3.69M | 0.98% | −5,524−12.0% | Reduced |
| Gluskin Sheff & Assoc Inc | 41,128 | $3.73M | 0.21% | +74+0.2% | Added |
| Cardinal Capital Management | 41,543 | $3.77M | 0.80% | −297−0.7% | Reduced |
| Citadel Advisors LLC | 41,765 | $3.79M | 0.00% | −98,408−70.2% | Reduced |
| Scotia Capital Inc. | 42,247 | $3.83M | 0.03% | +690+1.7% | Added |
| Keybank National Association | 42,452 | $3.85M | 0.02% | −1,226−2.8% | Reduced |
| Beach Investment Counsel Inc | 42,995 | $3.90M | 0.49% | −910−2.1% | Reduced |
| Woodmont Investment Counsel LLC | 43,332 | $3.93M | 0.44% | −167−0.4% | Reduced |
| Avalon Investment & Advisory | 43,544 | $3.95M | 0.11% | −2,556−5.5% | Reduced |
| Notis-McConarty Edward | 43,681 | $3.96M | 1.65% | −150.0% | Reduced |
| Pekin Hardy Strauss, Inc. | 43,731 | $3.97M | 0.63% | −521−1.2% | Reduced |
| Y.D. More Investments Ltd | 43,806 | $4.01M | 1.08% | +43,806 | New |
| Wetherby Asset Management Inc | 44,903 | $4.07M | 0.26% | +2,780+6.6% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 45,000 | $4.08M | 0.02% | +45,000 | New |
| Auto-Owners Insurance Co | 45,143 | $4.10M | 0.15% | +45,143 | New |
| Farmers & Merchants Investments Inc | 45,162 | $4.10M | 0.17% | −1,288−2.8% | Reduced |
| Guardian Capital Advisors LP | 45,908 | $4.16M | 0.47% | −585−1.3% | Reduced |
| Patten & Patten Inc | 46,582 | $4.23M | 0.38% | −3,356−6.7% | Reduced |
| Carret Asset Management, LLC | 47,046 | $4.27M | 0.59% | −657−1.4% | Reduced |
| Bleakley Financial Group, LLC | 47,847 | $4.34M | 0.16% | +47,847 | New |
| Kestra Advisory Services, LLC | 47,961 | $4.35M | 0.04% | −24,585−33.9% | Reduced |
| Sawtooth Solutions, LLC | 48,475 | $4.40M | 0.60% | −1,903−3.8% | Reduced |
| Whittier Trust Co | 48,820 | $4.43M | 0.09% | −2,411−4.7% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 49,236 | $4.47M | 3.04% | −220−0.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 49,685 | $4.51M | 0.22% | −490−1.0% | Reduced |
| Employees Retirement System of Texas | 49,957 | $4.53M | 0.07% | +14,864+42.4% | Added |
| Mar Vista Investment Partners LLC | 50,079 | $4.54M | 0.20% | +3,030+6.4% | Added |
| Zeke Capital Advisors, LLC | 50,236 | $4.56M | 0.30% | −9,374−15.7% | Reduced |
| Cornerstone Wealth Group, LLC | 51,162 | $4.64M | 0.88% | +826+1.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 51,301 | $4.65M | 0.01% | −10,531−17.0% | Reduced |
| Baldwin Brothers Inc | 52,508 | $4.76M | 0.43% | +50,894+3,153.3% | Added |
| Prentiss Smith & Co Inc | 53,278 | $4.83M | 4.38% | −673−1.2% | Reduced |
| Jones Financial Companies LLLP | 53,895 | $4.89M | 0.01% | −4,405−7.6% | Reduced |
| Pittenger & Anderson Inc | 54,070 | $4.91M | 0.27% | +6,000+12.5% | Added |
| Narwhal Capital Management | 55,279 | $5.01M | 0.67% | −90−0.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 56,304 | $5.11M | 0.03% | −99−0.2% | Reduced |
| Garland Capital Management Inc | 56,920 | $5.16M | 3.37% | +2,235+4.1% | Added |
| Fiduciary Trust Co | 57,066 | $5.18M | 0.10% | −1,319−2.3% | Reduced |
| FDx Advisors, Inc. | 57,787 | $5.24M | 0.23% | −936−1.6% | Reduced |
| Osterweis Capital Management Inc | 60,823 | $5.52M | 0.40% | +902+1.5% | Added |