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 |
|---|---|---|---|---|---|
| Piscataqua Savings Bank | 1,429 | $129.6K | 0.11% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,476 | $133.9K | 0.05% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,479 | $134.2K | 0.09% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,494 | $135.0K | 0.01% | +343+29.8% | Added |
| GHP Investment Advisors, Inc. | 1,501 | $136.2K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 1,859 | $141.3K | 0.07% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,650 | $150.0K | 0.13% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,720 | $156.0K | 0.09% | +323+23.1% | Added |
| Hills Bank & Trust Co | 1,729 | $157.0K | 0.02% | −110−6.0% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,742 | $158.0K | 0.00% | −586−25.2% | Reduced |
| Investment Research & Advisory Group, Inc. | 1,825 | $165.6K | 0.11% | 00.0% | Unchanged |
| First PREMIER Bank | 1,840 | $167.0K | 0.05% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,865 | $169.2K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,895 | $171.9K | 0.03% | −40−2.1% | Reduced |
| Alan B. Lancz & Associates, Inc. | 1,918 | $174.7K | 0.18% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,935 | $175.5K | 0.07% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,970 | $178.7K | 0.05% | −18−0.9% | Reduced |
| EverSource Wealth Advisors, LLC | 2,050 | $186.0K | 0.03% | −524−20.4% | Reduced |
| Atlantic Trust, LLC | 2,075 | $189.0K | 0.06% | −100−4.6% | Reduced |
| Oder Investment Management, LLC | 2,090 | $189.6K | 0.24% | +2,090 | New |
| Clear Street Markets LLC | 2,097 | $190.0K | 0.04% | +2,097 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,180 | $201.0K | 0.00% | +97+4.7% | Added |
| Gitterman Wealth Management, LLC | 2,218 | $201.2K | 0.10% | +2,218 | New |
| Wimmer Associates 1, LLC | 2,220 | $201.4K | 0.13% | +2,220 | New |
| Cedar Brook Financial Partners, LLC | 2,226 | $201.9K | 0.06% | +2,226 | New |
| Founders Financial Securities LLC | 2,229 | $202.2K | 0.03% | +2,229 | New |
| NorthRock Partners, LLC | 2,230 | $202.3K | 0.02% | +2,230 | New |
| Summit X, LLC | 2,395 | $202.5K | 0.06% | +2,395 | New |
| Aspiriant, LLC | 2,236 | $202.8K | 0.01% | −2,200−49.6% | Reduced |
| Goepper Burkhardt LLC | 2,250 | $204.1K | 0.14% | +2,250 | New |
| Eagle Harbor Asset Management Inc | 2,262 | $205.2K | 0.30% | +2,262 | New |
| Deroy & Devereaux Private Investment Counsel Inc | 2,275 | $206.0K | 0.02% | +2,275 | New |
| Mairs & Power Inc | 2,280 | $206.8K | 0.00% | +2,280 | New |
| Wealth Dimensions Group, Ltd. | 2,281 | $206.9K | 0.08% | +2,281 | New |
| Strategic Investment Advisors | 2,284 | $207.2K | 0.04% | +2,284 | New |
| 9258 Wealth Management, LLC | 2,298 | $208.4K | 0.05% | +2,298 | New |
| Schmidt P J Investment Management Inc | 2,300 | $208.7K | 0.05% | +2,300 | New |
| Good Life Advisors, LLC | 2,300 | $208.7K | 0.03% | +2,300 | New |
| Laidlaw Wealth Management LLC | 2,305 | $209.1K | 0.04% | +2,305 | New |
| Fairhaven Wealth Management, LLC | 2,309 | $209.5K | 0.09% | +2,309 | New |
| Hotaling Investment Management, LLC | 2,315 | $210.0K | 0.09% | +2,315 | New |
| Dakota Community Bank & Trust NA | 2,330 | $211.0K | 1.20% | −145−5.9% | Reduced |
| CoreFirst Bank & Trust | 2,330 | $211.4K | 0.16% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 2,336 | $211.9K | 0.04% | +2,336 | New |
| Crawford Investment Counsel Inc | 2,343 | $212.5K | 0.00% | +2,343 | New |
| Essex LLC | 2,350 | $213.2K | 0.06% | +2,350 | New |
| Vanguard Capital Wealth Advisors | 2,357 | $213.8K | 0.25% | +2,357 | New |
| Vigilant Capital Management, LLC | 2,356 | $214.0K | 0.02% | +79+3.5% | Added |
| Journey Strategic Wealth LLC | 2,359 | $214.0K | 0.03% | +2,359 | New |
| Hartford Funds Management Co LLC | 2,362 | $214.3K | 0.02% | +2,362 | New |
| Thrivent Financial for Lutherans | 2,375 | $215.0K | 0.00% | +2,375 | New |
| SeaCrest Wealth Management, LLC | 2,379 | $215.8K | 0.03% | +2,379 | New |
| Mastrapasqua Asset Management Inc | 2,385 | $216.4K | 0.03% | +2,385 | New |
| Whalerock Point Partners, LLC | 2,390 | $216.8K | 0.09% | +2,390 | New |
| Prio Wealth Limited Partnership | 2,392 | $217.0K | 0.01% | +2,392 | New |
| Verity Asset Management, Inc. | 2,392 | $217.0K | 0.19% | +2,392 | New |
| Hutner Capital Management Inc | 2,398 | $217.6K | 0.13% | −368−13.3% | Reduced |
| Ledyard National Bank | 2,403 | $218.0K | 0.03% | +2,403 | New |
| Shoker Investment Counsel, Inc. | 2,405 | $218.2K | 0.10% | +2,405 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,437 | $221.1K | 0.01% | +2,437 | New |
| GQG Partners LLC | 2,446 | $221.9K | 0.00% | −13,214−84.4% | Reduced |
| Sheets Smith Wealth Management | 2,450 | $222.3K | 0.03% | +2,450 | New |
| Cornell Pochily Investment Advisors, Inc. | 2,451 | $222.4K | 0.10% | +2,451 | New |
| Kapstone Financial Advisors LLC | 2,595 | $223.4K | 0.20% | +2,595 | New |
| Blue Fin Capital, Inc. | 2,465 | $223.6K | 0.08% | +2,465 | New |
| Jump Financial, LLC | 2,476 | $224.6K | 0.01% | +2,476 | New |
| Beutel, Goodman & Co Ltd. | 2,490 | $225.0K | 0.00% | +2,490 | New |
| Magnus Financial Group LLC | 2,484 | $225.4K | 0.04% | +2,484 | New |
| FSB Premier Wealth Management, Inc. | 2,488 | $225.7K | 0.12% | +2,488 | New |
| StrongBox Wealth, LLC | 2,491 | $226.0K | 0.16% | +2,491 | New |
| Optas, LLC | 2,494 | $226.3K | 0.09% | −1,274−33.8% | Reduced |
| Intrua Financial, LLC | 2,457 | $226.6K | 0.05% | −1,111−31.1% | Reduced |
| Main Street Financial Solutions, LLC | 2,503 | $227.0K | 0.04% | +2,503 | New |
| Applied Finance Capital Management, LLC | 2,504 | $227.2K | 0.03% | +2,504 | New |
| Eagle Strategies LLC | 2,505 | $227.3K | 0.07% | +2,505 | New |
| Straight Path Wealth Management | 2,514 | $228.1K | 0.22% | +2,514 | New |
| Palladiem, LLC | 2,523 | $228.9K | 0.24% | +2,523 | New |
| Analyst IMS Investment Management Services Ltd. | 2,500 | $229.0K | 0.02% | +2,500 | New |
| Sargent Bickham Lagudis LLC | 2,537 | $230.2K | 0.02% | −1,389−35.4% | Reduced |
| Strategic Blueprint, LLC | 2,545 | $230.9K | 0.03% | −90−3.4% | Reduced |
| Northside Capital Management, LLC | 2,546 | $231.0K | 0.07% | +2,546 | New |
| Brandywine Oak Private Wealth LLC | 2,557 | $232.0K | 0.03% | −2,249−46.8% | Reduced |
| BBR Partners, LLC | 2,565 | $232.7K | 0.03% | +2,565 | New |
| Mitchell Sinkler & Starr | 2,580 | $234.1K | 0.08% | +2,580 | New |
| Proficio Capital Partners LLC | 2,595 | $235.4K | 0.04% | +2,595 | New |
| Meridian Wealth Advisors, LLC | 2,601 | $236.0K | 0.06% | +2,601 | New |
| Essex Savings Bank | 2,605 | $236.3K | 0.08% | −354−12.0% | Reduced |
| IHT Wealth Management, LLC | 2,621 | $237.8K | 0.02% | −326−11.1% | Reduced |
| Southland Equity Partners LLC | 2,638 | $239.3K | 0.09% | +2,638 | New |
| Great Lakes Advisors, LLC | 2,639 | $239.4K | 0.01% | 00.0% | Unchanged |
| Chicago Capital, LLC | 2,640 | $239.5K | 0.01% | −750−22.1% | Reduced |
| Trustcore Financial Services, LLC | 2,650 | $240.4K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,174 | $241.0K | 0.00% | +627+24.6% | Added |
| PDS Planning, Inc | 2,662 | $241.5K | 0.04% | −138−4.9% | Reduced |
| Parsec Financial Management, Inc. | 2,673 | $242.5K | 0.01% | +2,673 | New |
| Tompkins Financial Corp | 2,694 | $244.0K | 0.04% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 2,698 | $245.0K | 0.08% | −200−6.9% | Reduced |
| Knightsbridge Asset Management, LLC | 2,700 | $245.0K | 0.05% | +2,700 | New |
| Stonegate Investment Group, LLC | 2,701 | $245.0K | 0.01% | −412−13.2% | Reduced |
| Brady Family Wealth, LLC | 2,710 | $245.9K | 0.10% | +2,710 | New |