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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 8,808 | $888.8K | 0.03% | +762+9.5% | Added |
| 1620 Investment Advisors, Inc. | 8,836 | $891.6K | 1.01% | +111+1.3% | Added |
| Beaton Management Co. Inc. | 8,873 | $895.0K | 0.57% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 9,122 | $920.5K | 0.00% | −1,457−13.8% | Reduced |
| Vident Investment Advisory, LLC | 9,277 | $935.5K | 0.03% | +1,494+19.2% | Added |
| Associated Banc-Corp | 9,282 | $936.6K | 0.04% | −78−0.8% | Reduced |
| Holderness Investments Co | 9,305 | $939.0K | 0.35% | +310+3.4% | Added |
| JNBA Financial Advisors | 9,330 | $941.4K | 0.11% | −506−5.1% | Reduced |
| Nilsine Partners, LLC | 9,434 | $952.0K | 0.14% | +58+0.6% | Added |
| TD Private Client Wealth LLC | 9,445 | $953.1K | 0.04% | +54+0.6% | Added |
| Mystic Asset Management, Inc. | 9,484 | $957.0K | 0.51% | −10−0.1% | Reduced |
| Hamel Associates, Inc. | 9,645 | $973.3K | 0.34% | 00.0% | Unchanged |
| Blue Square Asset Management, LLC | 9,691 | $977.9K | 0.70% | +1,878+24.0% | Added |
| Sittner & Nelson, LLC | 9,715 | $980.4K | 0.54% | −3,923−28.8% | Reduced |
| Drexel Morgan & Co. | 9,720 | $980.8K | 0.25% | 00.0% | Unchanged |
| Becker Capital Management Inc | 9,756 | $984.5K | 0.04% | −50−0.5% | Reduced |
| Simmons Bank | 9,828 | $991.7K | 0.08% | −120−1.2% | Reduced |
| Northcape Wealth Management, LLC | 9,852 | $994.2K | 0.36% | −127−1.3% | Reduced |
| SYSTM Wealth Solutions LLC | 9,897 | $998.7K | 0.14% | −120−1.2% | Reduced |
| Eqis Capital Management, Inc. | 9,907 | $999.7K | 0.11% | −1,313−11.7% | Reduced |
| Nicholas Hoffman & Company, LLC. | 9,927 | $1.00M | 0.04% | +276+2.9% | Added |
| Neville Rodie & Shaw Inc | 9,932 | $1.00M | 0.09% | 00.0% | Unchanged |
| LMR Partners LLP | 10,000 | $1.01M | 0.02% | +10,000 | New |
| Highland Capital Management, LLC | 10,082 | $1.02M | 0.07% | −200−1.9% | Reduced |
| Empire Financial Management Company, LLC | 10,112 | $1.02M | 0.41% | −373−3.6% | Reduced |
| Clarius Group, LLC | 10,182 | $1.03M | 0.08% | +473+4.9% | Added |
| Voya Financial Advisors, Inc. | 10,348 | $1.03M | 0.12% | −476−4.4% | Reduced |
| Beacon Investment Advisory Services, Inc. | 10,229 | $1.03M | 0.05% | +623+6.5% | Added |
| CX Institutional | 10,255 | $1.03M | 0.05% | −93−0.9% | Reduced |
| Kathmere Capital Management, LLC | 10,265 | $1.04M | 0.16% | +755+7.9% | Added |
| FRG Family Wealth Advisors LLC | 10,275 | $1.04M | 0.23% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 10,307 | $1.04M | 0.66% | +707+7.4% | Added |
| Trust Co of Oklahoma | 10,327 | $1.04M | 0.39% | −85−0.8% | Reduced |
| Financial Advocates Investment Management | 10,374 | $1.05M | 0.08% | −15−0.1% | Reduced |
| Mayflower Financial Advisors, LLC | 10,392 | $1.05M | 0.14% | −87−0.8% | Reduced |
| Ballentine Partners, LLC | 10,470 | $1.06M | 0.02% | +2,403+29.8% | Added |
| Silvercrest Asset Management Group LLC | 10,505 | $1.06M | 0.01% | −516−4.7% | Reduced |
| Scott & Selber, Inc. | 10,561 | $1.07M | 0.42% | −26−0.2% | Reduced |
| Pine Valley Investments Ltd Liability Co | 10,713 | $1.08M | 0.11% | +10,713 | New |
| KLR Investment Advisors, LLC | 10,718 | $1.08M | 0.89% | +3,419+46.8% | Added |
| Chilton Capital Management LLC | 10,743 | $1.08M | 0.06% | −32−0.3% | Reduced |
| Ar Asset Management Inc | 10,750 | $1.08M | 0.29% | 00.0% | Unchanged |
| Cambridge Advisors Inc. | 10,775 | $1.09M | 0.28% | −925−7.9% | Reduced |
| KCM Investment Advisors LLC | 10,778 | $1.09M | 0.04% | −611−5.4% | Reduced |
| True North Advisors, LLC | 10,799 | $1.09M | 0.31% | −5,283−32.9% | Reduced |
| Intrust Bank NA | 10,840 | $1.09M | 0.13% | +321+3.1% | Added |
| Barclays PLC | 10,978 | $1.11M | 0.00% | +10,446+1,963.5% | Added |
| BTC Capital Management, Inc. | 11,113 | $1.12M | 0.12% | −143−1.3% | Reduced |
| Abundance Wealth Counselors | 11,084 | $1.12M | 0.58% | +16+0.1% | Added |
| Beacon Pointe Advisors, LLC | 11,094 | $1.12M | 0.02% | +2,053+22.7% | Added |
| Brookstone Capital Management | 11,830 | $1.12M | 0.02% | −5,409−31.4% | Reduced |
| Kennon-Green & Company, LLC | 11,166 | $1.13M | 1.05% | −172−1.5% | Reduced |
| New Hampshire Trust | 11,265 | $1.14M | 0.30% | −74−0.7% | Reduced |
| Venture Visionary Partners LLC | 11,267 | $1.14M | 0.07% | −729−6.1% | Reduced |
| Greenwich Wealth Management LLC | 11,476 | $1.16M | 0.12% | 00.0% | Unchanged |
| Ativo Capital Management LLC | 11,494 | $1.16M | 1.22% | −663−5.5% | Reduced |
| McDaniel Terry & Co | 11,511 | $1.16M | 0.12% | −12−0.1% | Reduced |
| Bryn Mawr Trust Co | 11,653 | $1.18M | 0.05% | −334−2.8% | Reduced |
| Engineers Gate Manager LP | 11,656 | $1.18M | 0.04% | +11,656 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,683 | $1.18M | 0.08% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 11,756 | $1.19M | 0.18% | 00.0% | Unchanged |
| Qtron Investments LLC | 11,755 | $1.19M | 0.23% | +6,454+121.8% | Added |
| Lido Advisors, LLC | 11,779 | $1.19M | 0.01% | +4,469+61.1% | Added |
| Greenup Street Wealth Management LLC | 11,790 | $1.19M | 0.33% | +11,790 | New |
| Welch Group, LLC | 11,793 | $1.19M | 0.07% | 00.0% | Unchanged |
| Strategic Global Advisors, LLC | 11,846 | $1.20M | 0.18% | −234−1.9% | Reduced |
| LCNB Corp | 11,944 | $1.21M | 0.51% | +373+3.2% | Added |
| Carnegie Capital Asset Management, LLC | 11,947 | $1.21M | 0.04% | −28−0.2% | Reduced |
| First Horizon Advisors, Inc. | 11,972 | $1.21M | 0.04% | +103+0.9% | Added |
| XML Financial, LLC | 11,994 | $1.21M | 0.14% | −575−4.6% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 12,000 | $1.21M | 0.89% | −650−5.1% | Reduced |
| Transcend Wealth Collective, LLC | 12,085 | $1.22M | 0.12% | +169+1.4% | Added |
| Horizon Kinetics Asset Management LLC | 12,200 | $1.23M | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 12,226 | $1.23M | 0.02% | −108−0.9% | Reduced |
| Williams Jones Wealth Management, LLC. | 12,258 | $1.24M | 0.02% | +116+1.0% | Added |
| Stratos Wealth Partners, LTD. | 12,277 | $1.24M | 0.03% | −648−5.0% | Reduced |
| South State Corp. | 12,309 | $1.24M | 0.11% | −1,984−13.9% | Reduced |
| Choate Investment Advisors | 12,377 | $1.25M | 0.05% | +504+4.2% | Added |
| Mutual Advisors, LLC | 12,471 | $1.26M | 0.05% | +3,232+35.0% | Added |
| Campbell & CO Investment Adviser LLC | 12,588 | $1.27M | 0.23% | +5,284+72.3% | Added |
| West Oak Capital, LLC | 12,608 | $1.27M | 0.62% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 12,626 | $1.27M | 0.01% | +3,328+35.8% | Added |
| Arnhold LLC | 12,636 | $1.28M | 0.14% | 00.0% | Unchanged |
| Delphi Management Inc | 12,721 | $1.28M | 1.35% | +12,721 | New |
| Ellevest, Inc. | 12,742 | $1.29M | 0.10% | +1,312+11.5% | Added |
| Acadian Asset Management LLC | 12,800 | $1.29M | 0.01% | +12,800 | New |
| Boit C F David | 12,800 | $1.29M | 0.86% | 00.0% | Unchanged |
| Americana Partners, LLC | 12,917 | $1.30M | 0.17% | −1,909−12.9% | Reduced |
| Level Four Advisory Services, LLC | 12,926 | $1.30M | 0.08% | +1,838+16.6% | Added |
| Court Place Advisors, LLC | 12,995 | $1.31M | 0.46% | −330−2.5% | Reduced |
| Baker Ellis Asset Management LLC | 13,019 | $1.31M | 0.22% | −100−0.8% | Reduced |
| Privium Fund Management B.V. | 13,250 | $1.32M | 0.38% | 00.0% | Unchanged |
| Boston Family Office LLC | 13,085 | $1.32M | 0.10% | −1,803−12.1% | Reduced |
| Prospera Financial Services Inc | 13,081 | $1.32M | 0.05% | +2,018+18.2% | Added |
| Cetera Advisors LLC | 13,118 | $1.32M | 0.02% | +30+0.2% | Added |
| TD Asset Management Inc | 13,214 | $1.33M | 0.00% | −556−4.0% | Reduced |
| Evergreen Capital Management LLC | 13,243 | $1.34M | 0.06% | +1,535+13.1% | Added |
| Marietta Investment Partners LLC | 13,382 | $1.35M | 0.35% | +13,382 | New |
| World Equity Group, Inc. | 13,578 | $1.37M | 0.40% | −142,712−91.3% | Reduced |
| AIMZ Investment Advisors, LLC | 13,728 | $1.39M | 0.60% | −200−1.4% | Reduced |