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 |
|---|---|---|---|---|---|
| Linscomb & Williams, Inc. | 3,437 | $311.8K | 0.02% | +3,437 | New |
| Single Point Partners, LLC | 3,438 | $312.0K | 0.07% | +3,438 | New |
| Private Trust Co NA | 3,448 | $313.0K | 0.05% | −166−4.6% | Reduced |
| Concord Wealth Partners | 3,453 | $313.2K | 0.09% | −457−11.7% | Reduced |
| Colonial Trust Co | 3,463 | $314.2K | 0.09% | 00.0% | Unchanged |
| Courier Capital LLC | 3,469 | $314.7K | 0.04% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 3,479 | $315.6K | 0.19% | +3,479 | New |
| Round Rock Advisors, LLC | 3,500 | $317.5K | 0.13% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 3,502 | $317.7K | 0.01% | −272−7.2% | Reduced |
| Cravens & Co Advisors, LLC | 3,507 | $318.2K | 0.29% | +3,507 | New |
| Heck Capital Advisors, LLC | 3,508 | $318.2K | 0.06% | +52+1.5% | Added |
| Meridian Wealth Management, LLC | 3,530 | $320.2K | 0.03% | +8+0.2% | Added |
| Round Hill Asset Management | 3,542 | $321.3K | 0.20% | −100−2.7% | Reduced |
| Davis R M Inc | 3,559 | $323.0K | 0.01% | −13−0.4% | Reduced |
| Fox Run Management, L.L.C. | 3,572 | $324.1K | 0.13% | −5,694−61.5% | Reduced |
| Vicus Capital | 3,573 | $324.1K | 0.04% | −162−4.3% | Reduced |
| Arete Wealth Advisors, LLC | 3,576 | $324.4K | 0.03% | −174−4.6% | Reduced |
| Inlet Private Wealth, LLC | 3,576 | $324.4K | 0.09% | 00.0% | Unchanged |
| RNC Capital Management LLC | 3,579 | $325.0K | 0.02% | −495−12.2% | Reduced |
| Norway Savings Bank | 3,598 | $326.4K | 0.17% | −255−6.6% | Reduced |
| Toronto Dominion Bank | 3,600 | $327.0K | 0.00% | +180+5.3% | Added |
| Benchmark Investment Advisors LLC | 3,632 | $329.5K | 0.35% | −475−11.6% | Reduced |
| DF Dent & Co Inc | 3,637 | $329.9K | 0.00% | +30+0.8% | Added |
| Hendershot Investments Inc. | 3,656 | $331.7K | 0.06% | −125−3.3% | Reduced |
| Pinnacle Bancorp, Inc. | 3,664 | $332.0K | 0.13% | +166+4.7% | Added |
| Foster & Motley Inc | 3,675 | $333.0K | 0.03% | +450+14.0% | Added |
| Global Retirement Partners, LLC | 3,689 | $334.7K | 0.02% | −156−4.1% | Reduced |
| Summit Financial Group Inc | 3,694 | $335.0K | 0.13% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 3,699 | $335.6K | 0.11% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 3,709 | $336.5K | 0.03% | 00.0% | Unchanged |
| First Personal Financial Services | 3,720 | $337.5K | 0.09% | 00.0% | Unchanged |
| West Coast Financial LLC | 3,726 | $338.0K | 0.06% | 00.0% | Unchanged |
| Riverview Trust Co | 3,763 | $341.0K | 0.32% | 00.0% | Unchanged |
| HRT Financial LP | 3,762 | $341.0K | 0.00% | +3,762 | New |
| Perigon Wealth Management, LLC | 3,772 | $342.2K | 0.02% | +28+0.7% | Added |
| Cozad Asset Management Inc | 3,778 | $342.7K | 0.05% | 00.0% | Unchanged |
| Hollow Brook Wealth Management LLC | 3,788 | $343.6K | 0.16% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 3,789 | $343.7K | 0.26% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 3,827 | $347.2K | 0.04% | −1,493−28.1% | Reduced |
| Resources Investment Advisors, LLC. | 3,833 | $347.7K | 0.01% | +483+14.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 3,833 | $348.0K | 0.02% | +847+28.4% | Added |
| Texas Yale Capital Corp. | 3,845 | $348.8K | 0.02% | 00.0% | Unchanged |
| Norris Perne & French LLP | 3,935 | $356.9K | 0.04% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 3,943 | $357.7K | 0.07% | +415+11.8% | Added |
| Park Place Capital Corp | 3,949 | $358.0K | 0.10% | +3,949 | New |
| Occidental Asset Management, LLC | 3,955 | $358.8K | 0.10% | +850+27.4% | Added |
| Bedel Financial Consulting, Inc. | 3,958 | $359.1K | 0.09% | +452+12.9% | Added |
| Ategra Capital Management, LLC | 3,991 | $362.1K | 0.19% | 00.0% | Unchanged |
| Caldwell Trust Co | 4,005 | $363.3K | 0.05% | −1,165−22.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,009 | $363.7K | 0.06% | −2,897−41.9% | Reduced |
| Atlas Capital Advisors LLC | 4,020 | $364.7K | 0.06% | −167−4.0% | Reduced |
| Essex Investment Management Co LLC | 4,023 | $365.0K | 0.06% | −78−1.9% | Reduced |
| Mattern Wealth Management LLC | 4,029 | $365.5K | 0.15% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 4,037 | $366.2K | 0.03% | −645−13.8% | Reduced |
| Shufro Rose & Co LLC | 4,040 | $366.5K | 0.03% | −40−1.0% | Reduced |
| HB Wealth Management, LLC | 4,045 | $367.0K | 0.01% | +144+3.7% | Added |
| Moody National Bank Trust Division | 4,049 | $367.0K | 0.03% | −236−5.5% | Reduced |
| M&R Capital Management Inc | 4,050 | $367.4K | 0.10% | 00.0% | Unchanged |
| Brighton Jones LLC | 4,057 | $368.0K | 0.02% | −955−19.1% | Reduced |
| Principal Street Partners, LLC | 4,065 | $368.8K | 0.09% | −354−8.0% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,661 | $369.7K | 0.04% | −216−5.6% | Reduced |
| Penobscot Investment Management Company, Inc. | 4,075 | $369.7K | 0.06% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 4,086 | $370.7K | 0.03% | −1,496−26.8% | Reduced |
| Pointe Capital Management LLC | 4,098 | $372.0K | 0.29% | −200−4.7% | Reduced |
| Monticello Wealth Management, LLC | 4,111 | $372.9K | 0.04% | 00.0% | Unchanged |
| Wealth Alliance | 4,118 | $373.6K | 0.07% | −224−5.2% | Reduced |
| Penn Mutual Asset Management, LLC | 4,120 | $373.8K | 0.42% | 00.0% | Unchanged |
| First Light Asset Management, LLC | 4,123 | $374.0K | 0.03% | +4,123 | New |
| S.A. Mason LLC | 4,136 | $375.2K | 0.28% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 4,153 | $376.8K | 0.04% | −250−5.7% | Reduced |
| Regatta Capital Group, LLC | 4,158 | $377.3K | 0.13% | −79−1.9% | Reduced |
| Oakworth Capital, Inc. | 4,161 | $377.5K | 0.04% | 00.0% | Unchanged |
| Smart Money Group LLC | 4,163 | $378.0K | 0.20% | +289+7.5% | Added |
| Beck Mack & Oliver LLC | 4,200 | $381.0K | 0.01% | 00.0% | Unchanged |
| Kenfarb & Co. | 4,200 | $381.0K | 0.34% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 4,213 | $382.2K | 0.11% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 4,240 | $384.6K | 0.05% | −100−2.3% | Reduced |
| Helen Stephens Group, LLC | 4,250 | $385.6K | 0.23% | −734−14.7% | Reduced |
| Violich Capital Management, Inc. | 4,250 | $386.0K | 0.07% | 00.0% | Unchanged |
| Montecito Bank & Trust | 4,263 | $387.0K | 0.09% | −55−1.3% | Reduced |
| Tranquilli Financial Advisor LLC | 4,291 | $389.3K | 0.30% | +990+30.0% | Added |
| Capital Analysts, LLC | 4,303 | $390.0K | 0.02% | −12−0.3% | Reduced |
| Ropes Wealth Advisors LLC | 4,343 | $394.0K | 0.07% | +250+6.1% | Added |
| Cypress Capital Group | 4,368 | $396.3K | 0.06% | −13−0.3% | Reduced |
| GSB Wealth Management, LLC | 4,368 | $396.3K | 0.14% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 4,375 | $396.9K | 0.20% | 00.0% | Unchanged |
| Veritable, L.P. | 4,380 | $397.4K | 0.01% | +868+24.7% | Added |
| Circle Wealth Management, LLC | 4,381 | $397.4K | 0.06% | 00.0% | Unchanged |
| Strategic Global Advisors, LLC | 4,417 | $400.7K | 0.06% | −22−0.5% | Reduced |
| Virtu Financial LLC | 4,428 | $402.0K | 0.05% | −12,163−73.3% | Reduced |
| Lido Advisors, LLC | 4,446 | $403.4K | 0.01% | −1,836−29.2% | Reduced |
| Curated Wealth Partners LLC | 4,454 | $404.1K | 0.10% | −761−14.6% | Reduced |
| Nwam LLC | 4,462 | $404.8K | 0.04% | +847+23.4% | Added |
| Spinnaker Trust | 4,504 | $408.0K | 0.03% | −216−4.6% | Reduced |
| Mather Group, LLC. | 4,541 | $411.9K | 0.01% | −3,050−40.2% | Reduced |
| First Heartland Consultants, Inc. | 4,553 | $413.0K | 0.07% | +4,553 | New |
| Moody Lynn & Lieberson, LLC | 4,566 | $414.0K | 0.04% | +95+2.1% | Added |
| Marino, Stram & Associates LLC | 4,606 | $417.8K | 0.13% | +41+0.9% | Added |
| NorthCrest Asset Manangement, LLC | 4,612 | $418.4K | 0.02% | −14,830−76.3% | Reduced |
| Busey Wealth Management | 4,631 | $420.1K | 0.02% | −35−0.8% | Reduced |