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 |
|---|---|---|---|---|---|
| Concord Wealth Partners | 3,216 | $324.5K | 0.07% | +193+6.4% | Added |
| Allworth Financial LP | 3,225 | $325.5K | 0.00% | −17−0.5% | Reduced |
| Smith, Salley & Associates | 3,239 | $326.8K | 0.02% | +328+11.3% | Added |
| Prudent Man Advisors, LLC | 3,241 | $327.0K | 0.12% | 00.0% | Unchanged |
| Family Legacy, Inc. | 3,250 | $328.0K | 0.13% | 00.0% | Unchanged |
| Brady Family Wealth, LLC | 3,260 | $329.0K | 0.12% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 3,270 | $330.0K | 0.38% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 3,275 | $330.0K | 0.32% | −125−3.7% | Reduced |
| Ancora Advisors, LLC | 3,271 | $330.1K | 0.01% | −71−2.1% | Reduced |
| GYL Financial Synergies, LLC | 3,273 | $330.3K | 0.03% | +3,273 | New |
| Argent Advisors, Inc. | 3,303 | $333.3K | 0.15% | 00.0% | Unchanged |
| Inlet Private Wealth, LLC | 3,309 | $333.9K | 0.08% | 00.0% | Unchanged |
| Smithfield Trust Co | 3,315 | $334.0K | 0.02% | −1,500−31.2% | Reduced |
| Hartford Funds Management Co LLC | 3,314 | $334.4K | 0.03% | +384+13.1% | Added |
| InterOcean Capital Group, LLC | 3,315 | $334.5K | 0.01% | +58+1.8% | Added |
| Insigneo Advisory Services, LLC | 3,320 | $335.0K | 0.06% | +3,320 | New |
| West Coast Financial LLC | 3,326 | $335.6K | 0.05% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 3,334 | $336.0K | 0.03% | −169−4.8% | Reduced |
| Kanawha Capital Management LLC | 3,340 | $337.0K | 0.03% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 3,342 | $337.2K | 0.09% | +3,342 | New |
| Prairie Sky Financial Group LLC | 3,350 | $338.0K | 0.23% | +3,350 | New |
| Ropes Wealth Advisors LLC | 3,366 | $339.6K | 0.06% | −570−14.5% | Reduced |
| Ameritas Advisory Services, LLC | 3,586 | $339.7K | 0.04% | −6,921−65.9% | Reduced |
| Benchmark Investment Advisors LLC | 3,374 | $340.5K | 0.31% | −196−5.5% | Reduced |
| Glenview Trust Co | 3,397 | $342.8K | 0.01% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 3,398 | $342.9K | 0.10% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 3,400 | $343.1K | 0.29% | 00.0% | Unchanged |
| Veracity Capital LLC | 3,403 | $343.4K | 0.15% | −10.0% | Reduced |
| Csenge Advisory Group | 3,406 | $343.7K | 0.02% | +3,406 | New |
| D'Orazio & Associates, Inc. | 3,423 | $345.4K | 0.08% | +513+17.6% | Added |
| Hyman Charles D | 3,424 | $346.0K | 0.02% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,468 | $350.0K | 0.05% | +192+5.9% | Added |
| Susquehanna International Group, LLP | 3,470 | $350.2K | 0.00% | −10,036−74.3% | Reduced |
| Seven Mile Advisory | 3,479 | $351.1K | 0.41% | +3,479 | New |
| Spire Wealth Management | 3,500 | $353.2K | 0.01% | −569−14.0% | Reduced |
| Cravens & Co Advisors, LLC | 3,507 | $353.9K | 0.33% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 3,507 | $354.0K | 0.03% | −974−21.7% | Reduced |
| Angeles Investment Advisors, LLC | 3,516 | $354.8K | 0.03% | 00.0% | Unchanged |
| RNC Capital Management LLC | 3,526 | $356.0K | 0.02% | −181−4.9% | Reduced |
| Round Hill Asset Management | 3,542 | $357.4K | 0.22% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 3,546 | $357.8K | 0.16% | +737+26.2% | Added |
| Aptus Capital Advisors, LLC | 3,546 | $357.8K | 0.01% | +1,014+40.0% | Added |
| Heck Capital Advisors, LLC | 3,551 | $358.3K | 0.06% | −86−2.4% | Reduced |
| Meridian Wealth Management, LLC | 3,552 | $358.4K | 0.03% | +22+0.6% | Added |
| Moody National Bank Trust Division | 3,555 | $358.7K | 0.02% | −267−7.0% | Reduced |
| Park Place Capital Corp | 3,557 | $358.9K | 0.10% | −498−12.3% | Reduced |
| Value Partners Investments Inc. | 3,561 | $359.5K | 0.03% | +475+15.4% | Added |
| Robertson Stephens Wealth Management, LLC | 3,579 | $361.2K | 0.03% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 3,585 | $361.8K | 0.13% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 3,586 | $361.9K | 0.10% | +337+10.4% | Added |
| Pinnacle Bancorp, Inc. | 3,592 | $362.5K | 0.12% | −86−2.3% | Reduced |
| Penobscot Investment Management Company, Inc. | 3,625 | $365.8K | 0.06% | −450−11.0% | Reduced |
| Foster & Motley Inc | 3,623 | $366.0K | 0.03% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 3,661 | $369.4K | 0.05% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 3,677 | $371.0K | 0.04% | +151+4.3% | Added |
| Jump Financial, LLC | 3,684 | $371.8K | 0.01% | +3,684 | New |
| Great Valley Advisor Group, Inc. | 3,685 | $372.2K | 0.02% | +3,685 | New |
| Hoylecohen, LLC | 3,693 | $372.7K | 0.03% | 00.0% | Unchanged |
| Summit Financial Group Inc | 3,694 | $372.8K | 0.14% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 3,699 | $373.3K | 0.12% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 3,703 | $373.7K | 0.08% | −225−5.7% | Reduced |
| First Personal Financial Services | 3,720 | $375.4K | 0.09% | 00.0% | Unchanged |
| Montecito Bank & Trust | 3,729 | $376.3K | 0.09% | −18−0.5% | Reduced |
| Caldwell Trust Co | 3,755 | $378.9K | 0.05% | 00.0% | Unchanged |
| Riverview Trust Co | 3,763 | $379.7K | 0.34% | −117−3.0% | Reduced |
| Hollow Brook Wealth Management LLC | 3,788 | $382.2K | 0.17% | 00.0% | Unchanged |
| DF Dent & Co Inc | 3,807 | $384.2K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 3,853 | $388.8K | 0.03% | −2,401−38.4% | Reduced |
| Essex Investment Management Co LLC | 3,853 | $388.8K | 0.05% | −170−4.2% | Reduced |
| Icon Wealth Partners, LLC | 3,860 | $389.5K | 0.04% | −259−6.3% | Reduced |
| S.A. Mason LLC | 4,240 | $390.1K | 0.28% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 3,875 | $391.0K | 0.03% | +989+34.3% | Added |
| Norris Perne & French LLP | 3,876 | $391.1K | 0.03% | −68−1.7% | Reduced |
| Oakworth Capital, Inc. | 3,884 | $391.9K | 0.03% | −50−1.3% | Reduced |
| Mattern Wealth Management LLC | 3,897 | $393.2K | 0.11% | −53−1.3% | Reduced |
| Twin Lakes Capital Management, LLC | 3,905 | $394.1K | 0.28% | +13+0.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3,932 | $396.8K | 0.07% | +946+31.7% | Added |
| LaFleur & Godfrey LLC | 3,972 | $400.8K | 0.06% | −700−15.0% | Reduced |
| Argyle Capital Management Inc. | 3,975 | $401.1K | 0.14% | −2,075−34.3% | Reduced |
| Wealth Alliance | 3,989 | $402.6K | 0.06% | −112−2.7% | Reduced |
| Ategra Capital Management, LLC | 3,991 | $402.7K | 0.22% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 4,000 | $403.6K | 0.04% | 00.0% | Unchanged |
| PRW Wealth Management LLC | 4,083 | $404.0K | 0.14% | +4,083 | New |
| Gallacher Capital Management LLC | 4,014 | $405.0K | 0.23% | +87+2.2% | Added |
| Atlas Capital Advisors LLC | 4,020 | $405.7K | 0.06% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 4,036 | $407.3K | 0.01% | +1,387+52.4% | Added |
| M&R Capital Management Inc | 4,050 | $408.7K | 0.11% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 4,050 | $408.7K | 0.04% | −61−1.5% | Reduced |
| Strategic Investment Advisors | 4,070 | $410.7K | 0.06% | +484+13.5% | Added |
| Change Path, LLC | 4,078 | $412.0K | 0.02% | −373−8.4% | Reduced |
| Curbstone Financial Management Corp | 4,094 | $413.1K | 0.10% | +4,094 | New |
| Savant Capital, LLC | 4,097 | $413.5K | 0.01% | +559+15.8% | Added |
| Dynamic Technology Lab Private Ltd | 4,100 | $414.0K | 0.05% | +4,100 | New |
| Paces Ferry Wealth Advisors, LLC | 4,106 | $414.3K | 0.31% | −142−3.3% | Reduced |
| Altshuler Shaham Ltd | 4,109 | $414.6K | 0.01% | −3,000−42.2% | Reduced |
| Farmers National Bank | 4,117 | $415.4K | 0.14% | −115−2.7% | Reduced |
| Penn Mutual Asset Management, LLC | 4,120 | $415.7K | 0.37% | 00.0% | Unchanged |
| First Light Asset Management, LLC | 4,123 | $416.1K | 0.03% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 4,130 | $416.8K | 0.31% | +56+1.4% | Added |
| YHB Investment Advisors, Inc. | 4,153 | $419.1K | 0.04% | 00.0% | Unchanged |