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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.

Institutional holdersQ2 2023: 1,203 institutions
Q1 2021: 1,138 institutionsQ2 2021: 1,123 institutionsQ3 2021: 1,083 institutionsQ4 2021: 1,147 institutionsQ1 2022: 1,137 institutionsQ2 2022: 1,142 institutionsQ3 2022: 1,088 institutionsQ4 2022: 1,183 institutionsQ1 2023: 1,182 institutionsQ2 2023: 1,203 institutionsQ3 2023: 1,225 institutionsQ4 2023: 1,274 institutionsQ1 2024: 1,254 institutionsQ2 2024: 1,309 institutionsQ3 2024: 1,314 institutionsQ4 2024: 1,345 institutionsQ1 2025: 1,361 institutionsQ2 2025: 1,387 institutionsQ3 2025: 1,405 institutionsQ4 2025: 1,515 institutionsQ1 2026: 1,604 institutionsQ2 2026: 1,625 institutions
Value heldQ2 2023: $14.9B
Q1 2021: $18.7BQ2 2021: $19.8BQ3 2021: $18.0BQ4 2021: $18.5BQ1 2022: $18.3BQ2 2022: $16.9BQ3 2022: $13.7BQ4 2022: $15.5BQ1 2023: $15.2BQ2 2023: $14.9BQ3 2023: $15.1BQ4 2023: $14.2BQ1 2024: $13.6BQ2 2024: $14.7BQ3 2024: $15.2BQ4 2024: $12.7BQ1 2025: $15.4BQ2 2025: $16.2BQ3 2025: $17.2BQ4 2025: $18.4BQ1 2026: $22.0BQ2 2026: $21.3B
Institutions holding NVS and their total value by quarter
QuarterHoldersValue
Q2 20261,625$21.3B
Q1 20261,604$22.0B
Q4 20251,515$18.4B
Q3 20251,405$17.2B
Q2 20251,387$16.2B
Q1 20251,361$15.4B
Q4 20241,345$12.7B
Q3 20241,314$15.2B
Q2 20241,309$14.7B
Q1 20241,254$13.6B
Q4 20231,274$14.2B
Q3 20231,225$15.1B
Q2 20231,203$14.9B
Q1 20231,182$15.2B
Q4 20221,183$15.5B
Q3 20221,088$13.7B
Q2 20221,142$16.9B
Q1 20221,137$18.3B
Q4 20211,147$18.5B
Q3 20211,083$18.0B
Q2 20211,123$19.8B
Q1 20211,138$18.7B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Novartis AG; share changes are against Q1 2023.

Institutions holding NVS in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Primecap Management Co15,010,675$1.51B1.27%−1,416,360−8.6%Reduced
Dodge & Cox16,407,113$1.66B1.10%−3,905,567−19.2%Reduced
Quilter Plc880––−15−1.7%Reduced
DDD Partners, LLC0$00.00%−199,946−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−176,652−100.0%Sold out
Two Sigma Investments, LP0$00.00%−137,347−100.0%Sold out
Optiver Holding B.V.0$00.00%−92,697−100.0%Sold out
Seven Eight Capital, LP0$00.00%−57,388−100.0%Sold out
WS Portfolio Advisory, LLC0$00.00%−49,475−100.0%Sold out
Employees Retirement System of Texas0$00.00%−28,874−100.0%Sold out
Candriam Luxembourg S.C.A.0$00.00%−27,767−100.0%Sold out
Iszo Capital Management LP0$00.00%−22,000−100.0%Sold out
IFG Advisory, LLC0$00.00%−18,404−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−16,793−100.0%Sold out
Cloverfields Capital Group, LP0$00.00%−13,629−100.0%Sold out
Money Concepts Capital Corp0$00.00%−11,304−100.0%Sold out
Callan Family Office, LLC0$00.00%−9,605−100.0%Sold out
SkyView Investment Advisors, LLC0$00.00%−9,241−100.0%Sold out
Ariel Investments, LLC0$00.00%−8,750−100.0%Sold out
KB Financial Partners, LLC0$00.00%−8,475−100.0%Sold out
Ahl Investment Management, Inc.0$00.00%−7,812−100.0%Sold out
M Holdings Securities, Inc.0$00.00%−5,705−100.0%Sold out
First Heartland Consultants, Inc.0$00.00%−4,566−100.0%Sold out
Davis R M Inc0$00.00%−3,559−100.0%Sold out
Panagora Asset Management Inc0$00.00%−3,420−100.0%Sold out
Formidable Asset Management, LLC0$00.00%−3,396−100.0%Sold out
Eagle Global Advisors LLC0$00.00%−3,340−100.0%Sold out
Blueprint Investment Partners LLC0$00.00%−3,142−100.0%Sold out
Investors Research Corp0$00.00%−2,953−100.0%Sold out
First Citizens Bank & Trust Co0$00.00%−2,862−100.0%Sold out
Lyell Wealth Management, LP0$00.00%−2,800−100.0%Sold out
Knightsbridge Asset Management, LLC0$00.00%−2,636−100.0%Sold out
Sowell Financial Services LLC0$00.00%−2,606−100.0%Sold out
TCG Advisory Services, LLC0$00.00%−2,567−100.0%Sold out
Wealth Enhancement Advisory Services, LLC0$00.00%−2,532−100.0%Sold out
Cornell Pochily Investment Advisors, Inc.0$00.00%−2,501−100.0%Sold out
Pallas Capital Advisors LLC0$00.00%−2,249−100.0%Sold out
Laidlaw Wealth Management LLC0$00.00%−2,305−100.0%Sold out
Thrivent Financial for Lutherans0$00.00%−2,301−100.0%Sold out
Mairs & Power Inc0$00.00%−2,280−100.0%Sold out
Interchange Capital Partners, LLC0$00.00%−2,268−100.0%Sold out
Eagle Harbor Asset Management Inc0$00.00%−2,262−100.0%Sold out
Brandywine Oak Private Wealth LLC0$00.00%−2,238−100.0%Sold out
Coulter & Justus Financial Services, LLC0$00.00%−2,183−100.0%Sold out
Atlantic Trust, LLC0$00.00%−2,060−100.0%Sold out
Alan B. Lancz & Associates, Inc.0$00.00%−1,918−100.0%Sold out
Investment Research & Advisory Group, Inc.0$00.00%−1,825−100.0%Sold out
Old North State Trust, LLC0$00.00%−1,015−100.0%Sold out
Fortis Advisors, LLC0$00.00%−1,000−100.0%Sold out
Orion Capital Management LLC0$00.00%−700−100.0%Sold out
Milestone Investment Advisors LLC0$00.00%−642−100.0%Sold out
Accel Wealth Management0$00.00%−535−100.0%Sold out
Sageworth Trust Co0$00.00%−500−100.0%Sold out
Graham Capital Wealth Management, LLC0$00.00%−427−100.0%Sold out
Syverson Strege & Co0$00.00%−370−100.0%Sold out
Pin Oak Investment Advisors Inc0$00.00%−310−100.0%Sold out
Fortis Capital Advisors, LLC0$00.00%−300−100.0%Sold out
DT Investment Partners, LLC0$00.00%−255−100.0%Sold out
Legal & General Group Plc0$00.00%−194−100.0%Sold out
Hallmark Capital Management Inc0$00.00%−193−100.0%Sold out
Carderock Capital Management Inc0$00.00%−175−100.0%Sold out
Steward Financial Group LLC0$00.00%−122−100.0%Sold out
Schubert & Co0$00.00%−112−100.0%Sold out
TCI Wealth Advisors, Inc.0$00.00%−100−100.0%Sold out
Ten Capital Wealth Advisors, LLC0$00.00%−79−100.0%Sold out
Sutton Wealth Advisors Inc.0$00.00%−53−100.0%Sold out
Okabena Investment Services Inc0$00.00%−34−100.0%Sold out
Ruedi Wealth Management, Inc.0$00.00%−23−100.0%Sold out
Core Alternative Capital0$00.00%−20−100.0%Sold out
Morton Brown Family Wealth, LLC0$00.00%−12−100.0%Sold out
Moisand Fitzgerald Tamayo, LLC0$00.00%−11−100.0%Sold out
First Command Advisory Services, Inc.0$00.00%−18−100.0%Sold out
Avalon Investment & Advisory––––Not filed
Old Port Advisors––––Not filed
Altman Advisors, Inc.––––Not filed
LeJeune Puetz Investment Counsel LLC––––Not filed
Security Asset Management––––Not filed
Parsec Financial Management, Inc.––––Not filed
Ahrens Investment Partners LLC––––Not filed
Pathway Financial Advisers, LLC––––Not filed
Baldrige Asset Management LLC––––Not filed
Householder Group Estate & Retirement Specialist, LLC––––Not filed