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, Q2 2023
Institutional positions in Novartis AG as of Jun 30, 2023. 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
- 1,203
- +31 vs. Q1 2023
- Shares held
- 148.5M
- −23.3M (−13.5%) vs. Q1 2023
- Total value
- $14.9B
- −$228.5M (−1.5%) vs. Q1 2023
- New holders
- 100
- 341 more added
- Sold out
- 69
- 474 more reduced
10 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Novartis AG; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Two Sigma Advisers, LP | 24,400 | $2.46M | 0.01% | −508,000−95.4% | Reduced |
| Page Arthur B | 24,647 | $2.49M | 2.36% | −1,919−7.2% | Reduced |
| Tealwood Asset Management Inc | 24,856 | $2.51M | 1.22% | −355−1.4% | Reduced |
| Cohen Lawrence B | 25,014 | $2.52M | 1.62% | −118−0.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 25,056 | $2.53M | 0.09% | −244−1.0% | Reduced |
| Connolly Sarah T. | 25,141 | $2.54M | 1.53% | −52−0.2% | Reduced |
| Bokf, NA | 25,152 | $2.54M | 0.05% | −2,145−7.9% | Reduced |
| Forum Financial Management, LP | 25,215 | $2.54M | 0.06% | +1,374+5.8% | Added |
| Atria Wealth Solutions, Inc. | 25,362 | $2.56M | 0.03% | +255+1.0% | Added |
| Synergy Financial Management, LLC | 25,944 | $2.62M | 0.65% | +25,944 | New |
| Advisor Partners II, LLC | 26,343 | $2.66M | 0.12% | +619+2.4% | Added |
| Telos Capital Management, Inc. | 26,574 | $2.68M | 0.36% | −762−2.8% | Reduced |
| First Hawaiian Bank | 27,081 | $2.73M | 0.09% | −6,762−20.0% | Reduced |
| Integrated Wealth Concepts LLC | 27,226 | $2.75M | 0.05% | +900+3.4% | Added |
| AE Wealth Management LLC | 27,295 | $2.75M | 0.02% | −751−2.7% | Reduced |
| Voya Investment Management LLC | 27,435 | $2.77M | 0.00% | +17,600+179.0% | Added |
| Broderick Brian C | 27,590 | $2.78M | 0.73% | −360−1.3% | Reduced |
| Beacon Financial Group | 28,093 | $2.79M | 0.38% | −1,241−4.2% | Reduced |
| Boston Partners | 27,690 | $2.79M | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 27,707 | $2.80M | 1.11% | +50.0% | Added |
| Mirabella Financial Services LLP | 27,826 | $2.81M | 0.33% | −33,132−54.4% | Reduced |
| Fort Pitt Capital Group, LLC | 27,985 | $2.82M | 0.10% | +2,960+11.8% | Added |
| National Asset Management, Inc. | 28,024 | $2.83M | 0.06% | +1,833+7.0% | Added |
| Kidder Stephen W | 28,085 | $2.83M | 0.93% | +90+0.3% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 28,140 | $2.84M | 2.43% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 28,190 | $2.84M | 0.05% | −23−0.1% | Reduced |
| TownSquare Capital, LLC | 28,225 | $2.85M | 0.05% | +14,852+111.1% | Added |
| Northeast Investment Management | 28,574 | $2.88M | 0.16% | +54+0.2% | Added |
| Park Avenue Securities LLC | 28,641 | $2.89M | 0.05% | +5,016+21.2% | Added |
| Arvest Trust Co N A | 27,574 | $2.89M | 0.17% | −1,665−5.7% | Reduced |
| apricus wealth, LLC | 29,496 | $2.92M | 2.57% | −45−0.2% | Reduced |
| Cubic Asset Management, LLC | 28,948 | $2.92M | 0.79% | −1,810−5.9% | Reduced |
| Naples Global Advisors, LLC | 29,024 | $2.93M | 0.34% | −375−1.3% | Reduced |
| Moors & Cabot, Inc. | 29,042 | $2.93M | 0.19% | −1,005−3.3% | Reduced |
| Rhumbline Advisers | 29,286 | $2.96M | 0.00% | +29,286 | New |
| Capital World Investors | 30,032 | $2.98M | 0.00% | +278+0.9% | Added |
| FDx Advisors, Inc. | 29,664 | $2.99M | 0.16% | −28,123−48.7% | Reduced |
| Everett Harris & Co | 29,919 | $3.02M | 0.05% | −1,400−4.5% | Reduced |
| WCG Wealth Advisors LLC | 30,016 | $3.03M | 0.35% | +3,489+13.2% | Added |
| AMG National Trust Bank | 30,223 | $3.05M | 0.10% | −1,576−5.0% | Reduced |
| Oppenheimer & Co Inc | 30,414 | $3.07M | 0.06% | −646−2.1% | Reduced |
| Hantz Financial Services, Inc. | 30,564 | $3.08M | 0.08% | +1,218+4.2% | Added |
| Naviter Wealth, LLC | 30,634 | $3.09M | 0.79% | +4,001+15.0% | Added |
| Signaturefd, LLC | 31,024 | $3.13M | 0.08% | +2,341+8.2% | Added |
| FORA Capital, LLC | 31,299 | $3.16M | 0.45% | +1,259+4.2% | Added |
| Haverford Trust Co | 31,319 | $3.16M | 0.04% | −2,397−7.1% | Reduced |
| Trexquant Investment LP | 31,342 | $3.16M | 0.08% | +6,931+28.4% | Added |
| Russell Investments Group, Ltd. | 31,373 | $3.17M | 0.01% | −17,893−36.3% | Reduced |
| Summit Global Investments | 31,639 | $3.19M | 0.21% | +1,186+3.9% | Added |
| Brinker Capital Investments, LLC | 31,928 | $3.22M | 0.03% | +3,088+10.7% | Added |
| Orion Portfolio Solutions, LLC | 31,928 | $3.22M | 0.03% | +3,088+10.7% | Added |
| Alliancebernstein L.P. | 32,207 | $3.25M | 0.00% | +6,328+24.5% | Added |
| Crossmark Global Holdings, Inc. | 31,285 | $3.26M | 0.07% | +1,207+4.0% | Added |
| Beverly Hills Private Wealth, LLC | 32,422 | $3.30M | 0.54% | +15,978+97.2% | Added |
| Chesley Taft & Associates LLC | 32,837 | $3.31M | 0.20% | −500−1.5% | Reduced |
| We Are One Seven, LLC | 32,917 | $3.32M | 0.30% | −1,301−3.8% | Reduced |
| WealthTrust Axiom LLC | 33,190 | $3.35M | 1.11% | −100.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 33,964 | $3.43M | 0.05% | +6,620+24.2% | Added |
| Azzad Asset Management Inc | 34,322 | $3.46M | 0.47% | +162+0.5% | Added |
| Perennial Advisors, LLC | 34,608 | $3.49M | 0.89% | −740−2.1% | Reduced |
| Glenmede Trust Co NA | 38,173 | $3.51M | 0.02% | 00.0% | Unchanged |
| Argent Trust Co | 34,921 | $3.52M | 0.19% | −840−2.3% | Reduced |
| Catalyst Capital Advisors LLC | 35,089 | $3.54M | 0.10% | −4,500−11.4% | Reduced |
| Providence Capital Advisors, LLC | 35,214 | $3.55M | 0.90% | +518+1.5% | Added |
| Advisors Capital Management, LLC | 35,542 | $3.59M | 0.09% | +1,127+3.3% | Added |
| Patten & Patten Inc | 36,900 | $3.72M | 0.31% | +457+1.3% | Added |
| Davenport & Co LLC | 37,208 | $3.75M | 0.03% | −3,407−8.4% | Reduced |
| Bradley Foster & Sargent Inc | 37,429 | $3.78M | 0.08% | −250−0.7% | Reduced |
| Keybank National Association | 37,746 | $3.81M | 0.02% | −3,682−8.9% | Reduced |
| Beach Investment Counsel Inc | 38,280 | $3.86M | 0.46% | −1,415−3.6% | Reduced |
| Logan Capital Management Inc | 38,302 | $3.87M | 0.19% | −1,056−2.7% | Reduced |
| Yousif Capital Management, LLC | 38,348 | $3.87M | 0.05% | −2,136−5.3% | Reduced |
| Private Advisor Group, LLC | 38,191 | $3.91M | 0.03% | −531−1.4% | Reduced |
| Advisory Services Network, LLC | 40,506 | $4.09M | 0.11% | +4,472+12.4% | Added |
| Fairfield, Bush & Co. | 40,836 | $4.12M | 1.13% | −375−0.9% | Reduced |
| Scotia Capital Inc. | 40,842 | $4.12M | 0.03% | −1,671−3.9% | Reduced |
| Cardinal Capital Management | 40,879 | $4.13M | 0.83% | −564−1.4% | Reduced |
| Hayek Kallen Investment Management | 41,007 | $4.14M | 1.76% | +1,819+4.6% | Added |
| Buckingham Strategic Wealth, LLC | 41,135 | $4.15M | 0.06% | +29,404+250.7% | Added |
| Carret Asset Management, LLC | 42,091 | $4.25M | 0.56% | −962−2.2% | Reduced |
| Beck Bode, LLC | 42,311 | $4.25M | 1.03% | +42,311 | New |
| Woodmont Investment Counsel LLC | 42,614 | $4.30M | 0.45% | −354−0.8% | Reduced |
| Pekin Hardy Strauss, Inc. | 42,694 | $4.31M | 0.67% | −1,008−2.3% | Reduced |
| Guardian Capital Advisors LP | 44,229 | $4.32M | 0.49% | −1,624−3.5% | Reduced |
| Notis-McConarty Edward | 42,991 | $4.34M | 1.65% | −250−0.6% | Reduced |
| Glassy Mountain Advisors, Inc. | 43,332 | $4.37M | 1.95% | +43,332 | New |
| Atria Investments LLC | 43,465 | $4.38M | 0.08% | −2,756−6.0% | Reduced |
| Delaney Dennis R | 43,763 | $4.42M | 2.69% | +11,092+34.0% | Added |
| Y.D. More Investments Ltd | 43,806 | $4.42M | 1.12% | 00.0% | Unchanged |
| Smithbridge Asset Management Inc | 43,887 | $4.43M | 1.04% | +1,890+4.5% | Added |
| Squarepoint Ops LLC | 44,064 | $4.45M | 0.02% | +26,862+156.2% | Added |
| Sawtooth Solutions, LLC | 44,623 | $4.50M | 0.12% | −12,361−21.7% | Reduced |
| Bleakley Financial Group, LLC | 44,658 | $4.51M | 0.14% | −8,438−15.9% | Reduced |
| Auto-Owners Insurance Co | 45,143 | $4.56M | 0.15% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 45,625 | $4.60M | 0.01% | −2,319−4.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 46,450 | $4.69M | 0.18% | −3,331−6.7% | Reduced |
| Whittier Trust Co | 47,549 | $4.80M | 0.08% | −786−1.6% | Reduced |
| JustInvest LLC | 48,070 | $4.85M | 0.15% | +5,672+13.4% | Added |
| Liontrust Investment Partners LLP | 48,742 | $4.92M | 0.07% | −169,222−77.6% | Reduced |
| Wetherby Asset Management Inc | 48,970 | $4.94M | 0.27% | +4,062+9.0% | Added |