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 |
|---|---|---|---|---|---|
| Liberty Wealth Management LLC | 2,800 | $250.4K | 0.06% | −1,980−41.4% | Reduced |
| Moody Lynn & Lieberson, LLC | 2,489 | $251.2K | 0.02% | −77−3.0% | Reduced |
| Straight Path Wealth Management | 2,507 | $253.0K | 0.17% | 00.0% | Unchanged |
| Intrua Financial, LLC | 2,517 | $254.0K | 0.05% | −24−0.9% | Reduced |
| Palladiem, LLC | 2,523 | $254.6K | 0.26% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 2,529 | $255.2K | 0.03% | +300+13.5% | Added |
| Hexagon Capital Partners LLC | 2,529 | $255.2K | 0.07% | +399+18.7% | Added |
| FSB Premier Wealth Management, Inc. | 2,532 | $255.5K | 0.14% | −104−3.9% | Reduced |
| Private Wealth Partners, LLC | 2,534 | $255.7K | 0.02% | 00.0% | Unchanged |
| Eagle Strategies LLC | 2,534 | $255.7K | 0.06% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 2,546 | $256.9K | 0.09% | 00.0% | Unchanged |
| Essex Savings Bank | 2,555 | $257.8K | 0.09% | −64−2.4% | Reduced |
| Toronto Dominion Bank | 2,570 | $259.0K | 0.00% | −790−23.5% | Reduced |
| Ashton Thomas Private Wealth, LLC | 2,576 | $260.0K | 0.02% | +184+7.7% | Added |
| Annex Advisory Services, LLC | 2,591 | $261.5K | 0.01% | −196−7.0% | Reduced |
| Wealth Alliance Advisory Group, LLC | 2,600 | $262.4K | 0.09% | −210−7.5% | Reduced |
| Beutel, Goodman & Co Ltd. | 2,610 | $263.0K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 2,616 | $264.0K | 0.06% | +15+0.6% | Added |
| Magnus Financial Group LLC | 2,620 | $264.4K | 0.04% | 00.0% | Unchanged |
| Professional Advisory Services Inc | 2,630 | $265.0K | 0.04% | 00.0% | Unchanged |
| Community Bank, N.A. | 2,628 | $265.2K | 0.04% | −2,000−43.2% | Reduced |
| StoneX Group Inc. | 2,634 | $265.8K | 0.03% | +270+11.4% | Added |
| Great Lakes Advisors, LLC | 2,639 | $266.3K | 0.00% | 00.0% | Unchanged |
| Chicago Capital, LLC | 2,640 | $266.4K | 0.01% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 2,642 | $266.6K | 0.01% | −23−0.9% | Reduced |
| Trust Co of Virginia | 2,650 | $267.4K | 0.03% | −1,729−39.5% | Reduced |
| Optas, LLC | 2,657 | $268.1K | 0.09% | +228+9.4% | Added |
| V Wealth Advisors LLC | 2,662 | $268.6K | 0.05% | +10.0% | Added |
| Aspen Grove Capital, LLC | 2,673 | $269.7K | 0.09% | +185+7.4% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 2,675 | $270.0K | 0.02% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 2,671 | $270.0K | 0.08% | 00.0% | Unchanged |
| Keel Point, LLC | 2,683 | $270.8K | 0.04% | +44+1.7% | Added |
| Retirement Planning Co of New England, Inc. | 2,695 | $272.0K | 0.16% | −46−1.7% | Reduced |
| Redwood Wealth Management Group, LLC | 2,698 | $272.3K | 0.30% | −55−2.0% | Reduced |
| Philadelphia Trust Co | 2,714 | $274.0K | 0.03% | −298−9.9% | Reduced |
| Patriot Investment Management Inc. | 2,724 | $274.9K | 0.02% | +102+3.9% | Added |
| Peoples Financial Services Corp. | 2,729 | $275.4K | 0.12% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 2,753 | $277.8K | 0.03% | 00.0% | Unchanged |
| GFS Advisors, LLC | 2,750 | $278.0K | 0.06% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 2,755 | $278.0K | 0.03% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 2,695 | $278.4K | 0.23% | +2,695 | New |
| BBR Partners, LLC | 2,769 | $279.4K | 0.03% | 00.0% | Unchanged |
| PFG Investments, LLC | 2,789 | $281.4K | 0.05% | +2,789 | New |
| Opal Wealth Advisors, LLC | 2,791 | $281.6K | 0.14% | −7−0.3% | Reduced |
| Shelton Capital Management | 2,800 | $282.5K | 0.01% | −50−1.8% | Reduced |
| RiverGlades Family Offices LLC | 2,800 | $282.5K | 0.25% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 2,816 | $284.2K | 0.01% | +57+2.1% | Added |
| Jacobs & Co | 2,825 | $285.0K | 0.03% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 2,828 | $285.4K | 0.08% | −1,285−31.2% | Reduced |
| Northstar Group, Inc. | 2,829 | $285.5K | 0.07% | 00.0% | Unchanged |
| NEIRG Wealth Management, LLC | 2,829 | $285.5K | 0.05% | 00.0% | Unchanged |
| Platform Technology Partners | 2,943 | $285.9K | 0.13% | 00.0% | Unchanged |
| Wedmont Private Capital | 2,899 | $286.5K | 0.03% | +2,899 | New |
| Southland Equity Partners LLC | 2,846 | $287.2K | 0.10% | +152+5.6% | Added |
| Allred Capital Management, LLC | 2,870 | $289.6K | 0.14% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 2,870 | $289.6K | 0.11% | −58−2.0% | Reduced |
| Angeles Wealth Management, LLC | 2,889 | $291.5K | 0.04% | +90+3.2% | Added |
| Almanack Investment Partners, LLC. | 2,894 | $292.0K | 0.05% | +56+2.0% | Added |
| Global Trust Asset Management, LLC | 2,914 | $294.0K | 0.13% | 00.0% | Unchanged |
| Financial & Tax Architects, LLC | 2,919 | $294.5K | 0.09% | −353−10.8% | Reduced |
| StrongBox Wealth, LLC | 2,941 | $296.8K | 0.19% | +100+3.5% | Added |
| Wulff, Hansen & Co. | 2,945 | $297.2K | 0.33% | 00.0% | Unchanged |
| Dorchester Wealth Management Co | 2,945 | $297.2K | 0.06% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 2,952 | $297.8K | 0.21% | 00.0% | Unchanged |
| LCM Capital Management Inc | 2,954 | $298.1K | 0.24% | +68+2.4% | Added |
| Roundview Capital LLC | 2,959 | $298.6K | 0.03% | 00.0% | Unchanged |
| Key Financial Inc | 2,959 | $298.6K | 0.10% | +100+3.5% | Added |
| Hurlow Wealth Management Group, Inc. | 2,969 | $299.6K | 0.13% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 2,972 | $299.9K | 0.00% | −5−0.2% | Reduced |
| Aspiriant, LLC | 2,981 | $300.8K | 0.02% | +245+9.0% | Added |
| Weatherly Asset Management L. P. | 3,000 | $302.7K | 0.04% | −50−1.6% | Reduced |
| Equitable Holdings, Inc. | 3,000 | $302.7K | 0.00% | −3−0.1% | Reduced |
| Signature Estate & Investment Advisors LLC | 3,008 | $303.0K | 0.01% | +3,008 | New |
| Stiles Financial Services Inc | 3,006 | $303.4K | 0.15% | +45+1.5% | Added |
| Viawealth, LLC | 3,018 | $304.5K | 0.23% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 3,028 | $305.6K | 0.15% | 00.0% | Unchanged |
| Appleton Partners Inc | 3,038 | $307.0K | 0.03% | +55+1.8% | Added |
| Vicus Capital | 3,044 | $307.2K | 0.03% | −623−17.0% | Reduced |
| Sentry LLC | 3,045 | $307.3K | 0.07% | 00.0% | Unchanged |
| Icapital Wealth LLC | 3,052 | $308.0K | 0.19% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 3,057 | $308.5K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3,058 | $308.6K | 0.07% | −92−2.9% | Reduced |
| Rehmann Capital Advisory Group | 3,060 | $308.9K | 0.03% | +57+1.9% | Added |
| Thoroughbred Financial Services, LLC | 3,088 | $311.0K | 0.04% | −12−0.4% | Reduced |
| Moloney Securities Asset Management, LLC | 3,083 | $311.1K | 0.06% | −3,850−55.5% | Reduced |
| Enterprise Financial Services Corp | 3,099 | $312.7K | 0.20% | −75−2.4% | Reduced |
| King Wealth | 3,100 | $313.0K | 0.06% | +3,100 | New |
| Peddock Capital Advisors, LLC | 3,124 | $315.2K | 0.10% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 3,132 | $316.1K | 0.04% | +316+11.2% | Added |
| DRW Securities, LLC | 3,146 | $317.0K | 0.02% | +919+41.3% | Added |
| Quad-Cities Investment Group, LLC | 3,146 | $317.5K | 0.21% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 3,211 | $317.7K | 0.18% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 3,164 | $319.3K | 0.19% | +100+3.3% | Added |
| Mastrapasqua Asset Management Inc | 3,175 | $320.4K | 0.04% | −30−0.9% | Reduced |
| RFP Financial Group LLC | 3,177 | $320.6K | 0.13% | +2,400+308.9% | Added |
| Keudell/Morrison Wealth Management | 3,181 | $321.0K | 0.09% | −98−3.0% | Reduced |
| Cape Cod Five Cents Savings Bank | 3,184 | $321.3K | 0.03% | −153−4.6% | Reduced |
| Colonial Trust Co | 3,187 | $321.6K | 0.08% | −20−0.6% | Reduced |
| Hendershot Investments Inc. | 3,206 | $323.5K | 0.05% | 00.0% | Unchanged |
| Charter Trust Co | 3,207 | $323.6K | 0.02% | −100−3.0% | Reduced |