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, 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 | 1,626 | $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, 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 |
|---|---|---|---|---|---|
| Paladin Advisory Group, LLC | 252 | $25.4K | 0.02% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 258 | $25.5K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 255 | $25.7K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 255 | $25.7K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 260 | $26.3K | 0.00% | 00.0% | Unchanged |
| Belmont Capital, LLC | 273 | $27.5K | 0.02% | +132+93.6% | Added |
| McIlrath & Eck, LLC | 275 | $27.8K | 0.01% | −686−71.4% | Reduced |
| Glen Eagle Advisors, LLC | 279 | $28.1K | 0.01% | +1+0.4% | Added |
| Financial Management Professionals, Inc. | 289 | $29.0K | 0.00% | +255+750.0% | Added |
| Legacy Bridge, LLC | 292 | $29.5K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 303 | $30.0K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 299 | $30.2K | 0.02% | +99+49.5% | Added |
| Stonebridge Capital Advisors LLC | 301 | $30.4K | 0.00% | +163+118.1% | Added |
| Northwest Investment Counselors, LLC | 304 | $30.7K | 0.01% | +42+16.0% | Added |
| Beaird Harris Wealth Management, LLC | 307 | $31.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 308 | $31.1K | 0.00% | +219+246.1% | Added |
| Cape Investment Advisory, Inc. | 314 | $31.7K | 0.02% | +86+37.7% | Added |
| Roble, Belko & Company, Inc | 320 | $32.0K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 322 | $32.5K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 349 | $35.2K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 350 | $35.3K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 350 | $35.3K | 0.03% | 00.0% | Unchanged |
| Solstein Capital, LLC | 372 | $37.5K | 0.03% | +300+416.7% | Added |
| Register Financial Advisors LLC | 372 | $37.5K | 0.03% | +2+0.5% | Added |
| Creative Financial Designs Inc | 379 | $38.3K | 0.00% | +8+2.2% | Added |
| Resources Management Corp | 400 | $40.0K | 0.01% | +264+194.1% | Added |
| Fairfield Financial Advisors, LTD | 406 | $41.0K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 411 | $41.5K | 0.01% | −406−49.7% | Reduced |
| Front Row Advisors LLC | 419 | $42.0K | 0.02% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 420 | $42.0K | 0.02% | +420 | New |
| BerganKDV Wealth Management, LLC | 432 | $43.6K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 440 | $44.4K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 441 | $44.5K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 447 | $45.1K | 0.00% | +16+3.7% | Added |
| Allspring Global Investments Holdings, LLC | 448 | $45.2K | 0.00% | +27+6.4% | Added |
| New Millennium Group LLC | 453 | $45.7K | 0.04% | −253−35.8% | Reduced |
| Nemes Rush Group LLC | 466 | $47.0K | 0.01% | +466 | New |
| Bray Capital Advisors | 467 | $47.1K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 484 | $48.8K | 0.03% | 00.0% | Unchanged |
| United Community Bank | 495 | $50.0K | 0.04% | +300+153.8% | Added |
| AdvisorNet Financial, Inc | 498 | $50.3K | 0.00% | −15−2.9% | Reduced |
| Stephens Consulting, LLC | 500 | $50.5K | 0.02% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 535 | $54.0K | 0.01% | +10+1.9% | Added |
| Farther Finance Advisors, LLC | 536 | $54.1K | 0.01% | −578−51.9% | Reduced |
| Sugarloaf Wealth Management, LLC | 541 | $54.6K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 550 | $55.5K | 0.03% | 00.0% | Unchanged |
| Vestor Capital, LLC | 558 | $56.0K | 0.01% | +558 | New |
| City Holding Co | 587 | $59.2K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 614 | $62.0K | 0.04% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 615 | $62.1K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 617 | $62.3K | 0.02% | 00.0% | Unchanged |
| Motco | 654 | $66.0K | 0.00% | +323+97.6% | Added |
| Worth Asset Management, LLC | 672 | $67.8K | 0.05% | +170+33.9% | Added |
| Dividend Assets Capital, LLC | 707 | $71.0K | 0.01% | −150−17.5% | Reduced |
| AlphaMark Advisors, LLC | 700 | $71.0K | 0.03% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 740 | $75.0K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Advisors | 800 | $80.7K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 800 | $80.7K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 825 | $83.3K | 0.08% | 00.0% | Unchanged |
| City State Bank | 855 | $86.0K | 0.05% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 869 | $87.7K | 0.08% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 872 | $88.0K | 0.06% | +872 | New |
| Cassady Schiller Wealth Management, LLC | 876 | $88.4K | 0.05% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 878 | $88.6K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 888 | $89.6K | 0.04% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 925 | $93.3K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 940 | $94.9K | 0.05% | 00.0% | Unchanged |
| Grove Bank & Trust | 944 | $95.3K | 0.02% | −5−0.5% | Reduced |
| Focused Wealth Management, Inc | 949 | $95.8K | 0.02% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1,000 | $100.9K | 0.03% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 1,001 | $101.0K | 0.09% | +1,001 | New |
| FinTrust Capital Advisors, LLC | 1,120 | $101.6K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,025 | $103.4K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,063 | $107.3K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,075 | $108.5K | 0.02% | −203−15.9% | Reduced |
| Evermay Wealth Management LLC | 1,076 | $108.6K | 0.02% | +467+76.7% | Added |
| WealthPLAN Partners, LLC | 1,099 | $110.9K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,135 | $114.5K | 0.01% | −77−6.4% | Reduced |
| First PREMIER Bank | 1,190 | $120.0K | 0.03% | −650−35.3% | Reduced |
| CKW Financial Group | 1,200 | $121.0K | 0.02% | 00.0% | Unchanged |
| Tacita Capital Inc | 1,200 | $121.0K | 0.09% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 1,200 | $121.1K | 0.05% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,206 | $121.7K | 0.03% | +77+6.8% | Added |
| SRS Capital Advisors, Inc. | 1,227 | $123.8K | 0.02% | +91+8.0% | Added |
| Financial Perspectives, Inc | 1,233 | $124.4K | 0.05% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 1,249 | $126.0K | 0.03% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,259 | $127.0K | 0.04% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,260 | $127.1K | 0.01% | −87−6.5% | Reduced |
| American National Bank | 1,261 | $127.2K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,265 | $127.7K | 0.04% | +2+0.2% | Added |
| IFP Advisors, Inc | 2,119 | $128.9K | 0.01% | −987−31.8% | Reduced |
| Glassman Wealth Services | 1,278 | $129.0K | 0.02% | +22+1.8% | Added |
| GPS Wealth Strategies Group, LLC | 1,282 | $129.4K | 0.02% | +56+4.6% | Added |
| HHM Wealth Advisors, LLC | 1,310 | $132.2K | 0.02% | −26−1.9% | Reduced |
| First National Bank of South Miami | 1,366 | $137.8K | 0.11% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 1,375 | $138.8K | 0.08% | −103−7.0% | Reduced |
| North Star Investment Management Corp. | 1,381 | $139.4K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 1,408 | $142.1K | 0.07% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,479 | $142.8K | 0.09% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,424 | $143.7K | 0.00% | −21−1.5% | Reduced |