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 |
|---|---|---|---|---|---|
| Page Arthur B | 24,647 | $2.49M | 2.36% | −1,919−7.2% | Reduced |
| Two Sigma Advisers, LP | 24,400 | $2.46M | 0.01% | −508,000−95.4% | Reduced |
| Benjamin Edwards Inc | 23,774 | $2.40M | 0.56% | +3,730+18.6% | Added |
| MAI Capital Management | 23,677 | $2.39M | 0.04% | +8,114+52.1% | Added |
| Mirador Capital Partners LP | 23,468 | $2.37M | 0.56% | −85−0.4% | Reduced |
| Dempze Nancy E | 22,954 | $2.32M | 1.99% | −517−2.2% | Reduced |
| Huntington National Bank | 22,903 | $2.31M | 0.02% | −246−1.1% | Reduced |
| Clearstead Advisors, LLC | 22,874 | $2.31M | 0.14% | +90+0.4% | Added |
| Wade G W & Inc | 22,772 | $2.30M | 0.08% | +12,604+124.0% | Added |
| Atlantic Union Bankshares Corp | 22,711 | $2.29M | 0.23% | −804−3.4% | Reduced |
| BFT Financial Group, LLC | 22,606 | $2.28M | 0.26% | +1,891+9.1% | Added |
| Stock Yards Bank & Trust Co | 22,588 | $2.28M | 0.08% | −748−3.2% | Reduced |
| EagleClaw Capital Managment, LLC | 22,574 | $2.28M | 0.52% | −750−3.2% | Reduced |
| Fca Corp | 22,526 | $2.27M | 0.84% | −173−0.8% | Reduced |
| Cascade Investment Advisors, Inc. | 22,472 | $2.27M | 1.69% | −678−2.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 22,471 | $2.27M | 0.04% | −793−3.4% | Reduced |
| Private Asset Management Inc | 22,424 | $2.26M | 0.44% | −8,525−27.5% | Reduced |
| Daymark Wealth Partners, LLC | 22,352 | $2.26M | 0.17% | +519+2.4% | Added |
| Palisade Asset Management, LLC | 22,082 | $2.23M | 0.26% | 00.0% | Unchanged |
| Commerce Bank | 22,025 | $2.22M | 0.02% | −453−2.0% | Reduced |
| Geneos Wealth Management Inc. | 21,955 | $2.22M | 0.12% | +1,501+7.3% | Added |
| Cetera Investment Advisers | 21,785 | $2.20M | 0.02% | +3,160+17.0% | Added |
| Kahn Brothers Group Inc | 21,578 | $2.18M | 0.32% | 00.0% | Unchanged |
| Lowell Blake & Associates Inc. | 21,405 | $2.16M | 0.63% | −1,467−6.4% | Reduced |
| Victory Capital Management Inc | 21,390 | $2.16M | 0.00% | −1,883−8.1% | Reduced |
| Advisors Asset Management, Inc. | 20,582 | $2.08M | 0.04% | +2,819+15.9% | Added |
| Abbot Financial Management, Inc. | 20,401 | $2.06M | 1.32% | −96−0.5% | Reduced |
| Pacer Advisors, Inc. | 20,156 | $2.03M | 0.01% | −313,159−94.0% | Reduced |
| NBT Bank N A | 20,117 | $2.03M | 0.29% | −195−1.0% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 19,962 | $2.01M | 1.22% | +387+2.0% | Added |
| Trust Co of Toledo NA | 19,922 | $2.01M | 0.34% | −1,694−7.8% | Reduced |
| Nixon Peabody Trust Co | 19,877 | $2.01M | 1.63% | −5,147−20.6% | Reduced |
| Sequoia Financial Advisors, LLC | 19,783 | $2.00M | 0.03% | +7,895+66.4% | Added |
| Quantinno Capital Management LP | 19,755 | $1.99M | 0.11% | +2,587+15.1% | Added |
| Ipswich Investment Management Co., Inc. | 19,607 | $1.98M | 0.52% | −1,400−6.7% | Reduced |
| SG Americas Securities, LLC | 19,526 | $1.97M | 0.02% | +4,230+27.7% | Added |
| Advisors Management Group Inc | 19,424 | $1.96M | 0.58% | −688−3.4% | Reduced |
| Wambolt & Associates, LLC | 19,421 | $1.96M | 0.70% | +742+4.0% | Added |
| Baker Tilly Wealth Management, LLC | 19,376 | $1.96M | 0.21% | +1,298+7.2% | Added |
| Synovus Financial Corp | 19,325 | $1.95M | 0.02% | −869−4.3% | Reduced |
| Valley National Advisers Inc | 19,267 | $1.95M | 0.33% | −1,009−5.0% | Reduced |
| Balentine LLC | 19,226 | $1.94M | 0.06% | +68+0.4% | Added |
| Fred Alger Management, LLC | 19,045 | $1.92M | 0.01% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 19,012 | $1.92M | 0.20% | +5,030+36.0% | Added |
| Park National Corp | 18,851 | $1.90M | 0.08% | −679−3.5% | Reduced |
| Headinvest, LLC | 18,103 | $1.88M | 0.40% | −543−2.9% | Reduced |
| Pathstone Family Office, LLC | 18,661 | $1.87M | 0.03% | −861−4.4% | Reduced |
| Diamond Hill Capital Management Inc | 18,529 | $1.87M | 0.01% | −1,420−7.1% | Reduced |
| Prudential Financial Inc | 18,463 | $1.86M | 0.00% | +5,272+40.0% | Added |
| Schechter Investment Advisors, LLC | 18,303 | $1.85M | 0.17% | +1,971+12.1% | Added |
| Compass Wealth Management LLC | 18,200 | $1.84M | 0.55% | −150−0.8% | Reduced |
| Cardinal Capital Management, Inc. | 18,135 | $1.83M | 0.09% | −4,370−19.4% | Reduced |
| Parsons Capital Management Inc | 18,069 | $1.82M | 0.14% | +189+1.1% | Added |
| Checchi Capital Advisers, LLC | 17,985 | $1.81M | 0.16% | +683+3.9% | Added |
| Independent Investors Inc | 17,900 | $1.81M | 0.42% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 17,664 | $1.78M | 0.09% | +3,182+22.0% | Added |
| Benedict Financial Advisors Inc | 17,526 | $1.77M | 0.49% | −71−0.4% | Reduced |
| Stonebridge Capital Management Inc | 17,475 | $1.76M | 0.82% | −1,250−6.7% | Reduced |
| Perigon Wealth Management, LLC | 17,383 | $1.75M | 0.07% | +13,692+371.0% | Added |
| Grimes & Company, Inc. | 17,211 | $1.74M | 0.06% | −121,877−87.6% | Reduced |
| Roberts Glore & Co Inc | 16,926 | $1.71M | 0.55% | −36−0.2% | Reduced |
| Capricorn Fund Managers Ltd | 16,921 | $1.71M | 0.61% | +16,921 | New |
| Veriti Management LLC | 16,645 | $1.68M | 0.19% | +1,717+11.5% | Added |
| Aquatic Capital Management LLC | 16,600 | $1.68M | 0.09% | −30,200−64.5% | Reduced |
| Lowe Brockenbrough & Co Inc | 16,409 | $1.66M | 0.12% | −414−2.5% | Reduced |
| Bessemer Group Inc | 16,383 | $1.65M | 0.00% | +808+5.2% | Added |
| Johnson Investment Counsel Inc | 16,253 | $1.64M | 0.02% | +37+0.2% | Added |
| Sepio Capital, LP | 16,241 | $1.64M | 0.13% | −649−3.8% | Reduced |
| McKinley Capital Management LLC /Delaware | 16,216 | $1.64M | 0.22% | −268−1.6% | Reduced |
| Greenleaf Trust | 16,209 | $1.64M | 0.02% | +532+3.4% | Added |
| Vise Technologies, Inc. | 16,102 | $1.62M | 0.39% | +1,627+11.2% | Added |
| Lester Murray Antman dba SimplyRich | 16,077 | $1.62M | 0.58% | 00.0% | Unchanged |
| CNB Bank | 16,020 | $1.62M | 0.95% | −688−4.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 15,959 | $1.61M | 0.00% | +469+3.0% | Added |
| FineMark National Bank & Trust | 15,859 | $1.60M | 0.07% | −70−0.4% | Reduced |
| Richard P Slaughter Associates Inc | 15,826 | $1.60M | 0.46% | −539−3.3% | Reduced |
| Patten Group, Inc. | 15,792 | $1.59M | 0.45% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 15,631 | $1.58M | 0.03% | −199−1.3% | Reduced |
| SevenBridge Financial Group, LLC | 15,537 | $1.57M | 0.40% | −228−1.4% | Reduced |
| Coastline Trust Co | 15,481 | $1.56M | 0.22% | −697−4.3% | Reduced |
| Northstar Asset Management LLC | 15,325 | $1.55M | 0.43% | 00.0% | Unchanged |
| Sandy Spring Bank | 15,307 | $1.54M | 0.08% | −1,254−7.6% | Reduced |
| Snowden Capital Advisors LLC | 15,291 | $1.54M | 0.06% | −1,070−6.5% | Reduced |
| Rothschild Investment Corp | 15,258 | $1.54M | 0.13% | −1,003−6.2% | Reduced |
| Albert D Mason Inc | 14,981 | $1.51M | 1.04% | −437−2.8% | Reduced |
| Archford Capital Strategies, LLC | 14,494 | $1.51M | 0.29% | −217−1.5% | Reduced |
| CAPROCK Group, Inc. | 14,887 | $1.50M | 0.11% | +2,136+16.8% | Added |
| Ascent Wealth Partners, LLC | 14,734 | $1.49M | 0.26% | +867+6.3% | Added |
| Aberdeen Wealth Management LLC | 14,640 | $1.48M | 1.07% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 14,614 | $1.47M | 0.01% | −1,337−8.4% | Reduced |
| Avantax Advisory Services, Inc. | 14,545 | $1.47M | 0.02% | −9,044−38.3% | Reduced |
| Comerica Securities,inc. | 14,531 | $1.47M | 0.10% | −298−2.0% | Reduced |
| Davy Global Fund Management Ltd | 14,467 | $1.46M | 0.28% | 00.0% | Unchanged |
| Marco Investment Management LLC | 14,432 | $1.46M | 0.16% | −878−5.7% | Reduced |
| Old National Bancorp | 14,273 | $1.44M | 0.04% | +1,321+10.2% | Added |
| Telemus Capital, LLC | 14,241 | $1.44M | 0.12% | −762−5.1% | Reduced |
| Raymond James Trust N.A. | 14,225 | $1.44M | 0.04% | −861−5.7% | Reduced |
| Quadrant Capital Group LLC | 14,112 | $1.42M | 0.14% | −128−0.9% | Reduced |
| Physicians Financial Services, Inc. | 14,083 | $1.42M | 0.56% | +100+0.7% | Added |
| Kestra Private Wealth Services, LLC | 14,033 | $1.42M | 0.05% | +6,182+78.7% | Added |