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 |
|---|---|---|---|---|---|
| King Luther Capital Management Corp | 9,996 | $906.8K | 0.00% | −426−4.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,045 | $911.3K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 10,061 | $912.7K | 0.13% | −349−3.4% | Reduced |
| Sequoia Financial Advisors, LLC | 10,098 | $916.1K | 0.02% | +2,264+28.9% | Added |
| CX Institutional | 10,202 | $925.5K | 0.06% | 00.0% | Unchanged |
| Wade G W & Inc | 10,266 | $931.0K | 0.04% | −916−8.2% | Reduced |
| FRG Family Wealth Advisors LLC | 10,275 | $932.1K | 0.22% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 10,292 | $933.7K | 0.04% | +5,968+138.0% | Added |
| Ellevest, Inc. | 10,325 | $936.7K | 0.08% | +4,367+73.3% | Added |
| Simmons Bank | 10,336 | $937.7K | 0.08% | −10−0.1% | Reduced |
| Mayflower Financial Advisors, LLC | 10,367 | $940.5K | 0.13% | +37+0.4% | Added |
| Federation des caisses Desjardins du Quebec | 10,461 | $949.0K | 0.01% | −130−1.2% | Reduced |
| Liberty One Investment Management, LLC | 10,526 | $954.9K | 0.14% | −678−6.1% | Reduced |
| Scott & Selber, Inc. | 10,546 | $957.0K | 0.43% | −26−0.2% | Reduced |
| Clarius Group, LLC | 10,621 | $964.0K | 0.09% | +2,039+23.8% | Added |
| 1832 Asset Management L.P. | 10,735 | $973.9K | 0.00% | −1,161−9.8% | Reduced |
| Ar Asset Management Inc | 10,750 | $975.0K | 0.28% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 10,800 | $980.0K | 0.03% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 10,813 | $981.0K | 0.18% | +2,805+35.0% | Added |
| Abundance Wealth Counselors | 10,830 | $982.0K | 0.27% | +778+7.7% | Added |
| SYSTM Wealth Solutions LLC | 10,957 | $994.1K | 0.12% | +10,957 | New |
| KCM Investment Advisors LLC | 10,995 | $997.0K | 0.04% | +211+2.0% | Added |
| Dorsey & Whitney Trust CO LLC | 11,004 | $998.3K | 0.10% | +2,368+27.4% | Added |
| Silvercrest Asset Management Group LLC | 11,021 | $999.8K | 0.01% | −167−1.5% | Reduced |
| Financial Advocates Investment Management | 11,036 | $1.00M | 0.08% | −66,256−85.7% | Reduced |
| Quadrant Capital Group LLC | 11,098 | $1.01M | 0.11% | +636+6.1% | Added |
| Beverly Hills Private Wealth, LLC | 11,172 | $1.01M | 0.44% | +11,172 | New |
| Foundations Investment Advisors, LLC | 11,180 | $1.01M | 0.04% | +3,567+46.9% | Added |
| Nations Financial Group Inc, | 11,283 | $1.02M | 0.11% | +11,283 | New |
| Privium Fund Management B.V. | 11,250 | $1.03M | 0.39% | 00.0% | Unchanged |
| Ativo Capital Management LLC | 11,447 | $1.04M | 1.31% | −652−5.4% | Reduced |
| Umb Bank N A | 11,451 | $1.04M | 0.02% | −1,187−9.4% | Reduced |
| Greenwich Wealth Management LLC | 11,476 | $1.04M | 0.11% | 00.0% | Unchanged |
| Greenup Street Wealth Management LLC | 11,475 | $1.04M | 0.44% | +79+0.7% | Added |
| DGS Capital Management, LLC | 11,506 | $1.04M | 0.68% | +1,078+10.3% | Added |
| Trust Co of Oklahoma | 11,508 | $1.04M | 0.42% | +40.0% | Added |
| Guggenheim Capital LLC | 11,621 | $1.05M | 0.01% | +5,905+103.3% | Added |
| Kennon-Green & Company, LLC | 11,638 | $1.06M | 1.05% | +11,638 | New |
| New Hampshire Trust | 11,661 | $1.06M | 0.28% | +11,661 | New |
| Chilton Capital Management LLC | 11,692 | $1.06M | 0.07% | +191+1.7% | Added |
| McDaniel Terry & Co | 11,698 | $1.06M | 0.12% | −590−4.8% | Reduced |
| Buckingham Strategic Wealth, LLC | 11,731 | $1.06M | 0.02% | −142−1.2% | Reduced |
| Cetera Advisors LLC | 11,742 | $1.07M | 0.02% | +2,754+30.6% | Added |
| Cambridge Advisors Inc. | 11,750 | $1.07M | 0.29% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 11,756 | $1.07M | 0.19% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 11,766 | $1.07M | 0.05% | −50−0.4% | Reduced |
| IFG Advisory, LLC | 11,826 | $1.07M | 0.11% | +2,138+22.1% | Added |
| Choate Investment Advisors | 11,873 | $1.08M | 0.06% | +2,014+20.4% | Added |
| Credit Suisse AG | 12,000 | $1.09M | 0.00% | +11,963+32,332.4% | Added |
| Voya Financial Advisors, Inc. | 12,023 | $1.10M | 0.14% | −2,424−16.8% | Reduced |
| First Horizon Advisors, Inc. | 12,152 | $1.10M | 0.04% | −1,826−13.1% | Reduced |
| LCNB Corp | 12,171 | $1.10M | 0.51% | −250−2.0% | Reduced |
| BTC Capital Management, Inc. | 12,190 | $1.11M | 0.13% | +624+5.4% | Added |
| Williams Jones Wealth Management, LLC. | 12,369 | $1.12M | 0.02% | −473−3.7% | Reduced |
| Transcend Wealth Collective, LLC | 12,382 | $1.12M | 0.12% | −237−1.9% | Reduced |
| Old National Bancorp | 12,440 | $1.13M | 0.04% | −1,728−12.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 12,475 | $1.13M | 0.05% | −46−0.4% | Reduced |
| CAPROCK Group, Inc. | 12,533 | $1.14M | 0.11% | −321−2.5% | Reduced |
| TD Private Client Wealth LLC | 12,547 | $1.14M | 0.05% | +764+6.5% | Added |
| Creegan & Nassoura Financial Group, LLC | 12,650 | $1.15M | 0.89% | −1,225−8.8% | Reduced |
| Westwood Holdings Group Inc. | 12,712 | $1.15M | 0.01% | −4,568−26.4% | Reduced |
| Boit C F David | 12,800 | $1.16M | 0.83% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 12,894 | $1.17M | 0.09% | +12,894 | New |
| Venture Visionary Partners LLC | 12,963 | $1.18M | 0.09% | +1,011+8.5% | Added |
| XML Financial, LLC | 12,989 | $1.18M | 0.15% | +200+1.6% | Added |
| Welch Group, LLC | 13,109 | $1.19M | 0.07% | −448−3.3% | Reduced |
| Millennium Management LLC | 13,127 | $1.19M | 0.00% | −18,939−59.1% | Reduced |
| West Oak Capital, LLC | 13,173 | $1.20M | 0.62% | −685−4.9% | Reduced |
| Court Place Advisors, LLC | 13,325 | $1.21M | 0.44% | −274−2.0% | Reduced |
| Ascent Wealth Partners, LLC | 13,327 | $1.21M | 0.26% | +1,201+9.9% | Added |
| Aevitas Wealth Management, Inc. | 13,340 | $1.21M | 0.72% | +105+0.8% | Added |
| Eqis Capital Management, Inc. | 13,527 | $1.23M | 0.14% | −1,478−9.9% | Reduced |
| Evergreen Capital Management LLC | 13,549 | $1.23M | 0.06% | −10.0% | Reduced |
| Sittner & Nelson, LLC | 13,582 | $1.23M | 0.75% | +545+4.2% | Added |
| Baker Ellis Asset Management LLC | 13,619 | $1.24M | 0.24% | −123−0.9% | Reduced |
| Stratos Wealth Partners, LTD. | 13,656 | $1.24M | 0.03% | +1,178+9.4% | Added |
| Money Concepts Capital Corp | 13,743 | $1.25M | 0.06% | +1,485+12.1% | Added |
| Kensington Investment Counsel, LLC | 13,790 | $1.25M | 0.98% | −486−3.4% | Reduced |
| AIMZ Investment Advisors, LLC | 13,970 | $1.27M | 0.60% | −100−0.7% | Reduced |
| Vise Technologies, Inc. | 13,966 | $1.27M | 0.40% | +1,452+11.6% | Added |
| World Equity Group, Inc. | 14,027 | $1.27M | 0.30% | +362+2.6% | Added |
| Physicians Financial Services, Inc. | 14,083 | $1.28M | 0.58% | 00.0% | Unchanged |
| Veriti Management LLC | 14,352 | $1.30M | 0.17% | −12,556−46.7% | Reduced |
| Private Advisor Group, LLC | 44,181 | $1.30M | 0.07% | +528+1.2% | Added |
| Archford Capital Strategies, LLC | 14,410 | $1.31M | 0.30% | +269+1.9% | Added |
| TD Asset Management Inc | 14,489 | $1.31M | 0.00% | −118−0.8% | Reduced |
| Squarepoint Ops LLC | 14,501 | $1.32M | 0.01% | +3,668+33.9% | Added |
| Twin Tree Management, LP | 14,566 | $1.32M | 0.04% | +14,566 | New |
| Aberdeen Wealth Management LLC | 14,640 | $1.33M | 1.00% | 00.0% | Unchanged |
| Americana Partners, LLC | 14,726 | $1.33M | 0.23% | −17,203−53.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 14,733 | $1.34M | 0.10% | −2,258−13.3% | Reduced |
| South State Corp. | 14,740 | $1.34M | 0.12% | −747−4.8% | Reduced |
| Delphi Management Inc | 14,858 | $1.35M | 1.63% | +14,858 | New |
| Beacon Pointe Advisors, LLC | 14,876 | $1.35M | 0.03% | −131−0.9% | Reduced |
| Boston Family Office LLC | 14,885 | $1.35M | 0.11% | −600−3.9% | Reduced |
| MAI Capital Management | 15,118 | $1.37M | 0.02% | +3,348+28.4% | Added |
| Somerset Trust Co | 15,160 | $1.38M | 0.58% | −2,137−12.4% | Reduced |
| Comerica Securities,inc. | 15,213 | $1.38M | 0.10% | −431−2.8% | Reduced |
| Marco Investment Management LLC | 15,310 | $1.39M | 0.16% | −70.0% | Reduced |
| Albert D Mason Inc | 15,482 | $1.41M | 1.00% | −23−0.1% | Reduced |