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 |
|---|---|---|---|---|---|
| B. Metzler seel. Sohn & Co. AG | 5,933 | $598.7K | 0.01% | +736+14.2% | Added |
| Cohen Klingenstein LLC | 6,000 | $605.5K | 0.03% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 6,021 | $607.5K | 0.02% | +71+1.2% | Added |
| Cyndeo Wealth Partners, LLC | 6,038 | $609.3K | 0.06% | −456−7.0% | Reduced |
| Thomasville National Bank | 6,044 | $609.9K | 0.06% | −80−1.3% | Reduced |
| Schulhoff & Co Inc | 6,051 | $610.6K | 0.28% | +4+0.1% | Added |
| Gradient Investments LLC | 6,054 | $610.9K | 0.02% | −211−3.4% | Reduced |
| Keystone Financial Services | 6,055 | $611.0K | 0.31% | +30.0% | Added |
| Juncture Wealth Strategies, LLC | 6,098 | $615.3K | 0.29% | −102−1.6% | Reduced |
| Quintet Private Bank (Europe) S.A. | 6,240 | $616.3K | 0.03% | +102+1.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 6,137 | $619.0K | 0.02% | +58+1.0% | Added |
| BDO Wealth Advisors, LLC | 6,146 | $620.2K | 0.07% | +86+1.4% | Added |
| BancorpSouth Bank | 6,199 | $625.5K | 0.05% | −80−1.3% | Reduced |
| Walter & Keenan Financial Consulting Co | 6,224 | $628.1K | 0.23% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 6,265 | $632.2K | 0.14% | +523+9.1% | Added |
| Oarsman Capital, Inc. | 6,282 | $633.9K | 0.28% | −195−3.0% | Reduced |
| Procyon Private Wealth Partners, LLC | 6,373 | $643.1K | 0.08% | +6,373 | New |
| E&G Advisors, LP | 6,398 | $645.6K | 0.23% | +100+1.6% | Added |
| Mraz, Amerine & Associates, Inc. | 6,431 | $649.0K | 0.15% | +40+0.6% | Added |
| Dillon & Associates Inc | 6,424 | $649.0K | 0.12% | −80−1.2% | Reduced |
| Jeppson Wealth Management, LLC | 6,477 | $653.6K | 0.28% | −405−5.9% | Reduced |
| NTV Asset Management LLC | 6,493 | $655.2K | 0.11% | −310−4.6% | Reduced |
| Fulton Bank, N.A. | 6,535 | $659.4K | 0.03% | +424+6.9% | Added |
| Colonial River Wealth Management, LLC | 6,547 | $660.7K | 0.43% | +6,547 | New |
| J.W. Cole Advisors, Inc. | 6,577 | $663.7K | 0.05% | +121+1.9% | Added |
| 1832 Asset Management L.P. | 6,662 | $672.3K | 0.00% | −4,500−40.3% | Reduced |
| Radnor Capital Management, LLC | 6,675 | $674.0K | 0.29% | +6,675 | New |
| Berkeley Capital Partners, LLC | 6,696 | $675.7K | 0.24% | −9,857−59.5% | Reduced |
| Advisory Resource Group | 6,743 | $680.4K | 0.19% | −829−10.9% | Reduced |
| PDS Planning, Inc | 6,754 | $681.5K | 0.09% | +1,524+29.1% | Added |
| Essex Financial Services, Inc. | 6,756 | $681.8K | 0.08% | −741−9.9% | Reduced |
| Grant/GrossMendelsohn, LLC | 7,025 | $682.5K | 0.28% | +7,025 | New |
| OmniStar Financial Group, Inc. | 6,778 | $683.7K | 0.80% | −854−11.2% | Reduced |
| Jacobi Capital Management LLC | 6,821 | $688.3K | 0.08% | +27+0.4% | Added |
| Tiaa, FSB | 6,930 | $699.3K | 0.00% | −24−0.3% | Reduced |
| Douglass Winthrop Advisors, LLC | 6,938 | $700.1K | 0.02% | 00.0% | Unchanged |
| Adviser Investments LLC | 6,950 | $701.3K | 0.02% | +6,950 | New |
| Wedbush Securities Inc | 6,956 | $702.0K | 0.03% | −363−5.0% | Reduced |
| Dakota Wealth Management | 7,032 | $709.6K | 0.03% | −111−1.6% | Reduced |
| BSW Wealth Partners | 7,036 | $710.0K | 0.15% | −125−1.7% | Reduced |
| St. Clair Advisors, LLC | 7,092 | $715.7K | 0.28% | +901+14.6% | Added |
| Sigma Planning Corp | 7,137 | $720.3K | 0.03% | −589−7.6% | Reduced |
| BKD Wealth Advisors, LLC | 7,183 | $724.8K | 0.02% | +2,608+57.0% | Added |
| Mather Group, LLC. | 7,183 | $724.9K | 0.01% | +589+8.9% | Added |
| Sage Rhino Capital LLC | 7,190 | $725.5K | 0.20% | +267+3.9% | Added |
| Harbour Investments, Inc. | 7,197 | $726.3K | 0.04% | −284−3.8% | Reduced |
| Lazard Asset Management LLC | 7,224 | $728.0K | 0.00% | +735+11.3% | Added |
| Graypoint LLC | 7,282 | $734.8K | 0.07% | −605−7.7% | Reduced |
| Ascent Group, LLC | 7,131 | $734.9K | 0.08% | −98−1.4% | Reduced |
| Freestone Capital Holdings, LLC | 7,285 | $735.1K | 0.03% | −1,757−19.4% | Reduced |
| Stephens Inc | 7,301 | $736.7K | 0.01% | −47−0.6% | Reduced |
| Fort Sheridan Advisors LLC | 7,363 | $743.0K | 0.17% | +1,756+31.3% | Added |
| Valeo Financial Advisors, LLC | 7,363 | $743.0K | 0.03% | +602+8.9% | Added |
| Valmark Advisers, Inc. | 7,403 | $747.0K | 0.02% | −202−2.7% | Reduced |
| Ruggaard & Associates LLC | 7,412 | $747.9K | 0.44% | +90+1.2% | Added |
| Thornburg Investment Management Inc | 7,412 | $748.0K | 0.01% | 00.0% | Unchanged |
| Lantz Financial LLC | 7,422 | $749.0K | 0.29% | −384−4.9% | Reduced |
| Modera Wealth Management, LLC | 7,458 | $752.6K | 0.01% | +3,200+75.2% | Added |
| Intercontinental Wealth Advisors, LLC | 7,464 | $753.2K | 0.18% | +118+1.6% | Added |
| Colony Group LLC | 7,489 | $756.0K | 0.01% | −85−1.1% | Reduced |
| TD Waterhouse Canada Inc. | 7,446 | $764.2K | 0.01% | +86+1.2% | Added |
| Armor Investment Advisors, LLC | 7,623 | $769.2K | 0.47% | −668−8.1% | Reduced |
| Romano Brothers and Company | 7,631 | $770.0K | 0.11% | +10.0% | Added |
| Marotta Asset Management | 7,741 | $781.1K | 0.17% | +7,741 | New |
| Davidson Trust Co | 7,788 | $785.9K | 0.57% | +1,735+28.7% | Added |
| Burns J W & Co Inc | 7,814 | $789.0K | 0.13% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 7,832 | $790.4K | 0.15% | +2,246+40.2% | Added |
| EP Wealth Advisors, LLC | 28,248 | $794.8K | 0.01% | +8,988+46.7% | Added |
| Anchor Investment Management, LLC | 7,884 | $795.6K | 0.10% | 00.0% | Unchanged |
| Bangor Savings Bank | 7,923 | $799.5K | 0.09% | +475+6.4% | Added |
| Epoch Investment Partners, Inc. | 7,930 | $800.2K | 0.00% | −855−9.7% | Reduced |
| Covenant Partners, LLC | 7,975 | $804.8K | 0.29% | +126+1.6% | Added |
| Lee Danner & Bass Inc | 7,980 | $805.0K | 0.07% | −33−0.4% | Reduced |
| Mission Wealth Management, LP | 8,029 | $810.2K | 0.03% | +6+0.1% | Added |
| Central Trust Co | 8,082 | $815.6K | 0.02% | +355+4.6% | Added |
| Means Investment Co., Inc. | 8,083 | $815.7K | 0.13% | +23+0.3% | Added |
| Stratos Wealth Advisors, LLC | 8,106 | $818.0K | 0.06% | +250+3.2% | Added |
| Boston Financial Mangement LLC | 8,123 | $819.7K | 0.03% | +4,578+129.1% | Added |
| Cypress Asset Management Inc | 8,128 | $820.2K | 0.26% | −150−1.8% | Reduced |
| Cable Hill Partners, LLC | 8,141 | $821.5K | 0.11% | +731+9.9% | Added |
| Elmwood Wealth Management, Inc. | 8,149 | $822.3K | 0.38% | −506−5.8% | Reduced |
| Gladstone Institutional Advisory LLC | 8,167 | $824.1K | 0.05% | −64−0.8% | Reduced |
| Kingsview Wealth Management, LLC | 8,168 | $824.2K | 0.03% | +1,077+15.2% | Added |
| Klingenstein Fields & Co LP | 8,243 | $831.8K | 0.04% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,245 | $832.0K | 0.01% | −625−7.0% | Reduced |
| Rosenbaum Jay D. | 8,255 | $833.0K | 1.34% | +306+3.8% | Added |
| Montag A & Associates Inc | 8,267 | $834.3K | 0.05% | +99+1.2% | Added |
| DGS Capital Management, LLC | 8,284 | $835.9K | 0.42% | −138−1.6% | Reduced |
| Liberty One Investment Management, LLC | 8,308 | $838.4K | 0.11% | −2,208−21.0% | Reduced |
| Flputnam Investment Management Co | 8,322 | $839.8K | 0.02% | +2,606+45.6% | Added |
| Hilltop Holdings Inc. | 8,339 | $841.5K | 0.10% | +782+10.3% | Added |
| West Family Investments, Inc. | 8,402 | $847.8K | 0.33% | +562+7.2% | Added |
| Continuum Advisory, LLC | 8,455 | $853.2K | 0.14% | +697+9.0% | Added |
| Banco de Sabadell, S.A | 8,473 | $854.0K | 0.69% | −44−0.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 8,485 | $856.2K | 0.01% | −72−0.8% | Reduced |
| Avidian Wealth Solutions, LLC | 8,538 | $861.6K | 0.06% | +359+4.4% | Added |
| Mill Capital Management, LLC | 8,559 | $863.7K | 0.08% | 00.0% | Unchanged |
| Financial Architects, Inc | 8,679 | $875.8K | 0.13% | −128−1.5% | Reduced |
| Wolverine Trading, LLC | 8,823 | $876.7K | 0.01% | −1,306−12.9% | Reduced |
| Lincoln National Corp | 8,784 | $886.4K | 0.02% | +689+8.5% | Added |