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 |
|---|---|---|---|---|---|
| Piscataqua Savings Bank | 1,429 | $144.2K | 0.12% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,430 | $144.3K | 0.02% | −219−13.3% | Reduced |
| Avalon Trust Co | 1,500 | $151.4K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,501 | $155.5K | 0.01% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 1,578 | $159.2K | 0.08% | +1,578 | New |
| Ronald Blue Trust, Inc. | 1,754 | $161.0K | 0.00% | −1,082−38.2% | Reduced |
| Citadel Advisors LLC | 1,661 | $167.6K | 0.00% | +1,487+854.6% | Added |
| Heritage Wealth Advisors | 1,685 | $170.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,772 | $178.8K | 0.02% | −123−6.5% | Reduced |
| Addison Advisors LLC | 1,838 | $185.5K | 0.09% | +181+10.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,890 | $190.7K | 0.00% | −475−20.1% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 1,992 | $201.0K | 0.03% | +1,992 | New |
| Perennial Investment Advisors, LLC | 1,996 | $201.4K | 0.04% | +1,996 | New |
| Empower Advisory Group, LLC | 1,997 | $201.5K | 0.00% | +1,997 | New |
| Axxcess Wealth Management, LLC | 2,000 | $201.8K | 0.01% | +2,000 | New |
| Ironwood Investment Counsel, LLC | 2,002 | $202.1K | 0.05% | +2,002 | New |
| Heron Bay Capital Management | 2,010 | $202.8K | 0.06% | +2,010 | New |
| Boston Trust Walden Corp | 2,015 | $203.3K | 0.00% | +2,015 | New |
| Hazlett, Burt & Watson, Inc. | 2,039 | $205.0K | 0.15% | +39+2.0% | Added |
| Delta Financial Group, Inc. | 2,028 | $205.0K | 0.24% | +2,028 | New |
| F/M Investments LLC | 2,050 | $206.9K | 0.15% | +2,050 | New |
| Arkadios Wealth Advisors | 2,055 | $207.4K | 0.02% | +2,055 | New |
| Spinnaker Trust | 2,059 | $207.8K | 0.02% | +2,059 | New |
| Elk River Wealth Management, LLC | 2,060 | $207.9K | 0.04% | +2,060 | New |
| Apexium Financial, LP | 2,061 | $208.0K | 0.02% | +2,061 | New |
| Belpointe Asset Management LLC | 2,064 | $208.4K | 0.02% | −3,566−63.3% | Reduced |
| Prio Wealth Limited Partnership | 2,071 | $209.0K | 0.01% | −200−8.8% | Reduced |
| International Assets Investment Management, LLC | 2,072 | $209.0K | 0.03% | +2,072 | New |
| Union Savings Bank | 1,993 | $209.1K | 0.12% | +1,993 | New |
| First Nebraska Trust Co | 2,074 | $209.3K | 0.02% | +2,074 | New |
| Coastal Investment Advisors, Inc. | 2,077 | $209.6K | 0.05% | +2,077 | New |
| UMA Financial Services, Inc. | 2,134 | $210.8K | 0.05% | −652−23.4% | Reduced |
| Dakota Community Bank & Trust NA | 2,093 | $211.2K | 1.25% | −132−5.9% | Reduced |
| Barry Investment Advisors, LLC | 2,095 | $211.4K | 0.07% | +2,095 | New |
| Koshinski Asset Management, Inc. | 2,097 | $211.6K | 0.02% | −738−26.0% | Reduced |
| Twin Focus Capital Partners, LLC | 2,110 | $212.9K | 0.04% | −541−20.4% | Reduced |
| Clarus Group, Inc. | 2,114 | $213.3K | 0.16% | +2,114 | New |
| DFPG Investments, LLC | 2,070 | $213.7K | 0.02% | +2,070 | New |
| Gitterman Wealth Management, LLC | 2,123 | $214.2K | 0.10% | −106−4.8% | Reduced |
| MONECO Advisors, LLC | 2,137 | $215.6K | 0.06% | +2,137 | New |
| Marks Group Wealth Management, Inc | 2,137 | $215.6K | 0.03% | +2,137 | New |
| Verity Asset Management, Inc. | 2,147 | $216.7K | 0.16% | −110−4.9% | Reduced |
| Cedar Brook Financial Partners, LLC | 2,158 | $217.8K | 0.05% | +2,158 | New |
| Fortem Financial Group, LLC | 2,175 | $219.5K | 0.13% | −9,149−80.8% | Reduced |
| Strategic Blueprint, LLC | 2,175 | $219.5K | 0.02% | +2,175 | New |
| Venturi Wealth Management, LLC | 2,183 | $220.3K | 0.02% | −8−0.4% | Reduced |
| Ledyard National Bank | 2,198 | $221.8K | 0.02% | −100−4.4% | Reduced |
| Sage Mountain Advisors LLC | 2,204 | $222.4K | 0.03% | −31−1.4% | Reduced |
| New Republic Capital, LLC | 2,213 | $223.3K | 0.16% | +2,213 | New |
| Horizon Wealth Management, LLC | 2,216 | $223.6K | 0.09% | +14+0.6% | Added |
| Independent Financial Group, LLC | 2,249 | $226.9K | 0.02% | +2,249 | New |
| Wealth Dimensions Group, Ltd. | 2,262 | $228.3K | 0.08% | −19−0.8% | Reduced |
| Hutner Capital Management Inc | 2,280 | $230.0K | 0.13% | 00.0% | Unchanged |
| Mattern Capital Management, LLC | 2,286 | $230.7K | 0.04% | +2,286 | New |
| HWG Holdings LP | 2,290 | $231.1K | 0.11% | +2,290 | New |
| Main Street Financial Solutions, LLC | 2,298 | $231.9K | 0.03% | −119−4.9% | Reduced |
| Vigilant Capital Management, LLC | 2,304 | $232.0K | 0.02% | +85+3.8% | Added |
| Steel Peak Wealth Management LLC | 2,300 | $232.1K | 0.01% | +2,300 | New |
| Tompkins Financial Corp | 2,310 | $233.1K | 0.04% | −334−12.6% | Reduced |
| Marcum Wealth, LLC | 2,318 | $233.9K | 0.03% | −418−15.3% | Reduced |
| 9258 Wealth Management, LLC | 2,321 | $234.2K | 0.04% | −16−0.7% | Reduced |
| Key Client Fiduciary Advisors, LLC | 2,329 | $235.0K | 0.14% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 2,330 | $235.1K | 0.17% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 2,336 | $235.7K | 0.04% | −34−1.4% | Reduced |
| SageView Advisory Group, LLC | 2,338 | $235.9K | 0.01% | −277−10.6% | Reduced |
| Summit X, LLC | 2,344 | $236.6K | 0.06% | +86+3.8% | Added |
| Crawford Investment Counsel Inc | 2,345 | $236.6K | 0.00% | +104+4.6% | Added |
| Courier Capital LLC | 2,347 | $236.8K | 0.02% | −1,097−31.9% | Reduced |
| Good Life Advisors, LLC | 2,348 | $236.9K | 0.03% | +7+0.3% | Added |
| Goldstone Financial Group, LLC | 2,348 | $236.9K | 0.07% | −65−2.7% | Reduced |
| Essex LLC | 2,350 | $237.1K | 0.07% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 2,357 | $237.8K | 0.22% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 2,359 | $238.0K | 0.03% | −3,195−57.5% | Reduced |
| Chilton Investment Co LLC | 2,361 | $238.2K | 0.01% | +2,361 | New |
| Blue Fin Capital, Inc. | 2,364 | $238.6K | 0.07% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,364 | $238.6K | 0.03% | +403+20.6% | Added |
| Lion Street Advisors, LLC | 2,884 | $238.7K | 0.08% | +55+1.9% | Added |
| Schmidt P J Investment Management Inc | 2,300 | $241.1K | 0.05% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 2,390 | $241.2K | 0.08% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 2,395 | $241.7K | 0.01% | +61+2.6% | Added |
| Lawson Kroeker Investment Management Inc | 2,400 | $242.2K | 0.06% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 2,400 | $242.2K | 0.06% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 2,401 | $242.3K | 0.02% | −394−14.1% | Reduced |
| Shoker Investment Counsel, Inc. | 2,405 | $242.7K | 0.10% | 00.0% | Unchanged |
| Claret Asset Management Corp | 2,411 | $243.0K | 0.05% | +2,411 | New |
| Alterna Wealth Management, Inc | 2,409 | $243.1K | 0.28% | +2,409 | New |
| Proficio Capital Partners LLC | 2,417 | $243.9K | 0.03% | +43+1.8% | Added |
| Buckingham Strategic Partners | 2,418 | $244.0K | 0.01% | +72+3.1% | Added |
| HM Payson & Co | 2,430 | $245.2K | 0.01% | +25+1.0% | Added |
| Grey Fox Wealth Advisors, LLC | 2,434 | $245.6K | 0.13% | −510−17.3% | Reduced |
| Wealthspire Advisors, LLC | 2,436 | $245.8K | 0.00% | −375−13.3% | Reduced |
| Stonegate Investment Group, LLC | 2,441 | $246.4K | 0.01% | −31−1.3% | Reduced |
| Sheets Smith Wealth Management | 2,450 | $247.2K | 0.04% | 00.0% | Unchanged |
| Analyst IMS Investment Management Services Ltd. | 2,500 | $248.0K | 0.02% | 00.0% | Unchanged |
| Norway Savings Bank | 2,458 | $248.0K | 0.14% | −690−21.9% | Reduced |
| Quantbot Technologies LP | 2,460 | $248.2K | 0.02% | −12,203−83.2% | Reduced |
| Laraway Financial Inc | 2,467 | $248.9K | 0.25% | −150−5.7% | Reduced |
| Kendall Capital Management | 2,470 | $249.0K | 0.11% | −300−10.8% | Reduced |
| SeaCrest Wealth Management, LLC | 2,478 | $250.1K | 0.03% | −235−8.7% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,479 | $250.1K | 0.09% | +49+2.0% | Added |