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, 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 | 1,625 | $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, 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 |
|---|---|---|---|---|---|
| Beacon Investment Advisory Services, Inc. | 9,341 | $847.4K | 0.04% | −467−4.8% | Reduced |
| Kathmere Capital Management, LLC | 9,251 | $839.3K | 0.15% | +9,251 | New |
| Klingenstein Fields & Co LP | 9,228 | $837.2K | 0.04% | −14−0.2% | Reduced |
| Associated Banc-Corp | 9,175 | $832.4K | 0.03% | +27+0.3% | Added |
| Epoch Investment Partners, Inc. | 9,071 | $822.9K | 0.00% | −210−2.3% | Reduced |
| Beaton Management Co. Inc. | 9,043 | $820.0K | 0.55% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 9,007 | $817.1K | 0.41% | −60−0.7% | Reduced |
| Colony Group LLC | 8,996 | $816.0K | 0.01% | +1,795+24.9% | Added |
| BSW Wealth Partners | 8,980 | $815.0K | 0.18% | +1,235+15.9% | Added |
| Level Four Advisory Services, LLC | 8,891 | $806.6K | 0.06% | −2,700−23.3% | Reduced |
| Mill Capital Management, LLC | 8,859 | $803.7K | 0.09% | 00.0% | Unchanged |
| Holderness Investments Co | 8,827 | $800.8K | 0.35% | +75+0.9% | Added |
| TD Waterhouse Canada Inc. | 8,232 | $797.5K | 0.01% | +59+0.7% | Added |
| Roundview Capital LLC | 8,786 | $797.1K | 0.09% | 00.0% | Unchanged |
| Ariel Investments, LLC | 8,750 | $793.8K | 0.01% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 8,666 | $786.0K | 0.24% | −438−4.8% | Reduced |
| International Assets Investment Management, LLC | 8,695 | $785.7K | 0.08% | +8,695 | New |
| Covenant Partners, LLC | 8,650 | $784.7K | 0.32% | −1,809−17.3% | Reduced |
| 1620 Investment Advisors, Inc. | 8,604 | $780.6K | 0.95% | +223+2.7% | Added |
| Dillon & Associates Inc | 8,369 | $762.0K | 0.16% | −80−0.9% | Reduced |
| Legacy Financial Advisors, Inc. | 8,388 | $760.9K | 0.16% | +2,013+31.6% | Added |
| Armor Investment Advisors, LLC | 8,384 | $760.6K | 0.46% | +227+2.8% | Added |
| Cypress Asset Management Inc | 8,383 | $760.5K | 0.28% | 00.0% | Unchanged |
| Bangor Savings Bank | 8,356 | $758.0K | 0.09% | −2,890−25.7% | Reduced |
| Means Investment Co., Inc. | 8,199 | $743.8K | 0.15% | −30−0.4% | Reduced |
| Montag A & Associates Inc | 8,177 | $741.8K | 0.05% | −384−4.5% | Reduced |
| D.B. Root & Company, LLC | 8,171 | $741.3K | 0.31% | −435−5.1% | Reduced |
| KB Financial Partners, LLC | 8,130 | $738.0K | 0.25% | −692−7.8% | Reduced |
| Lincoln National Corp | 8,135 | $738.0K | 0.02% | +1,193+17.2% | Added |
| Gladstone Institutional Advisory LLC | 8,112 | $735.9K | 0.05% | +89+1.1% | Added |
| Lantz Financial LLC | 8,054 | $730.7K | 0.33% | −49−0.6% | Reduced |
| Burns J W & Co Inc | 8,028 | $728.0K | 0.13% | −545−6.4% | Reduced |
| Lee Danner & Bass Inc | 8,013 | $727.0K | 0.07% | 00.0% | Unchanged |
| Ahl Investment Management, Inc. | 8,012 | $726.8K | 0.68% | −325−3.9% | Reduced |
| OmniStar Financial Group, Inc. | 8,002 | $725.9K | 0.82% | +76+1.0% | Added |
| Ballentine Partners, LLC | 7,907 | $717.3K | 0.02% | −1,785−18.4% | Reduced |
| Headlands Technologies LLC | 7,901 | $717.0K | 0.57% | +7,901 | New |
| Stratos Wealth Advisors, LLC | 7,901 | $716.8K | 0.06% | +7,901 | New |
| Semmax Financial Advisors Inc. | 7,752 | $716.0K | 0.29% | −432−5.3% | Reduced |
| Anchor Investment Management, LLC | 7,884 | $715.2K | 0.10% | −300−3.7% | Reduced |
| Marotta Asset Management | 7,882 | $715.1K | 0.17% | −122−1.5% | Reduced |
| Avidian Wealth Solutions, LLC | 7,872 | $714.1K | 0.05% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 7,819 | $709.3K | 0.03% | +87+1.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 7,804 | $708.0K | 0.01% | −617−7.3% | Reduced |
| Romano Brothers and Company | 7,800 | $707.6K | 0.11% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 7,782 | $706.0K | 0.13% | −410−5.0% | Reduced |
| West Family Investments, Inc. | 7,746 | $702.7K | 0.24% | −4,142−34.8% | Reduced |
| Banco de Sabadell, S.A | 7,689 | $701.0K | 0.59% | +1,499+24.2% | Added |
| Kingsview Wealth Management, LLC | 7,693 | $697.9K | 0.03% | +182+2.4% | Added |
| Kestra Private Wealth Services, LLC | 7,690 | $697.6K | 0.04% | +370+5.1% | Added |
| Cubist Systematic Strategies, LLC | 7,612 | $690.6K | 0.01% | −46,284−85.9% | Reduced |
| Cyndeo Wealth Partners, LLC | 7,594 | $688.9K | 0.08% | +7,594 | New |
| Five Oceans Advisors | 7,586 | $688.2K | 0.48% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 7,578 | $687.4K | 0.35% | +10.0% | Added |
| Jacobi Capital Management LLC | 7,572 | $686.9K | 0.09% | +129+1.7% | Added |
| Dakota Wealth Management | 7,525 | $682.7K | 0.05% | −130−1.7% | Reduced |
| Central Trust Co | 7,457 | $676.5K | 0.02% | +76+1.0% | Added |
| Intercontinental Wealth Advisors, LLC | 7,440 | $675.0K | 0.20% | −64−0.9% | Reduced |
| Valmark Advisers, Inc. | 7,430 | $674.0K | 0.02% | −16−0.2% | Reduced |
| Essex Financial Services, Inc. | 7,405 | $671.0K | 0.07% | +10.0% | Added |
| Parallel Advisors, LLC | 7,341 | $666.0K | 0.03% | −63−0.9% | Reduced |
| Moloney Securities Asset Management, LLC | 7,283 | $660.7K | 0.15% | +1,500+25.9% | Added |
| Hilltop Holdings Inc. | 7,274 | $659.9K | 0.09% | +47+0.7% | Added |
| Ascent Group, LLC | 7,258 | $658.4K | 0.08% | +48+0.7% | Added |
| Cary Street Partners Asset Management LLC | 7,255 | $658.2K | 0.13% | −104−1.4% | Reduced |
| Tiaa, FSB | 7,232 | $656.1K | 0.00% | −536−6.9% | Reduced |
| Grant/GrossMendelsohn, LLC | 7,025 | $648.3K | 0.33% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 7,096 | $643.8K | 0.09% | +7,096 | New |
| Advisory Resource Group | 7,093 | $643.5K | 0.19% | +3,496+97.2% | Added |
| Harbour Investments, Inc. | 7,062 | $640.7K | 0.04% | +4,216+148.1% | Added |
| Cary Street Partner Investment Advisory LLC | 7,023 | $637.1K | 0.05% | −273−3.7% | Reduced |
| Rosenbaum Jay D. | 6,990 | $634.1K | 1.37% | −944−11.9% | Reduced |
| Fulton Bank, N.A. | 6,987 | $634.0K | 0.04% | −360−4.9% | Reduced |
| Farmers National Bank | 6,935 | $629.1K | 0.22% | −200−2.8% | Reduced |
| Douglass Winthrop Advisors, LLC | 6,938 | $629.0K | 0.02% | −800−10.3% | Reduced |
| Radnor Capital Management, LLC | 6,825 | $623.0K | 0.15% | −520−7.1% | Reduced |
| Wedbush Securities Inc | 6,866 | $623.0K | 0.03% | −120−1.7% | Reduced |
| Sage Rhino Capital LLC | 6,803 | $617.2K | 0.20% | +399+6.2% | Added |
| Oarsman Capital, Inc. | 6,792 | $616.2K | 0.31% | −365−5.1% | Reduced |
| Vident Investment Advisory, LLC | 6,783 | $615.4K | 0.02% | +6,783 | New |
| J.W. Cole Advisors, Inc. | 6,759 | $613.2K | 0.05% | +355+5.5% | Added |
| Jeppson Wealth Management, LLC | 6,748 | $612.2K | 0.26% | +1,052+18.5% | Added |
| Stephens Inc | 6,690 | $606.9K | 0.01% | −1,469−18.0% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 6,635 | $601.9K | 0.22% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 6,955 | $601.0K | 0.35% | +6,955 | New |
| Lazard Asset Management LLC | 6,571 | $596.0K | 0.00% | −1,367−17.2% | Reduced |
| Intellectus Partners, LLC | 6,548 | $594.0K | 0.21% | +879+15.5% | Added |
| Thomasville National Bank | 6,529 | $592.0K | 0.07% | −146−2.2% | Reduced |
| BDO Wealth Advisors, LLC | 6,513 | $590.9K | 0.07% | +645+11.0% | Added |
| Berkshire Bank | 6,509 | $590.5K | 0.18% | −4,736−42.1% | Reduced |
| Juncture Wealth Strategies, LLC | 6,500 | $589.7K | 0.28% | −100−1.5% | Reduced |
| Kovitz Investment Group Partners, LLC | 6,489 | $589.0K | 0.01% | −166−2.5% | Reduced |
| Regions Financial Corp | 6,456 | $585.0K | 0.01% | −286−4.2% | Reduced |
| Sigma Planning Corp | 6,443 | $584.6K | 0.02% | −4,660−42.0% | Reduced |
| Patton Albertson Miller Group, LLC | 6,434 | $583.7K | 0.11% | −485−7.0% | Reduced |
| CFO4Life Group, LLC | 6,421 | $582.6K | 0.12% | +865+15.6% | Added |
| CFO4Life, L.P. | 6,421 | $582.6K | 0.12% | +6,421 | New |
| NTV Asset Management LLC | 6,403 | $580.9K | 0.11% | −100−1.5% | Reduced |
| Mraz, Amerine & Associates, Inc. | 6,391 | $579.8K | 0.14% | 00.0% | Unchanged |
| E&G Advisors, LP | 6,298 | $571.3K | 0.21% | 00.0% | Unchanged |