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 |
|---|---|---|---|---|---|
| Foundations Investment Advisors, LLC | 13,856 | $1.40M | 0.05% | +2,767+25.0% | Added |
| Dorsey & Whitney Trust CO LLC | 13,801 | $1.39M | 0.12% | +2,624+23.5% | Added |
| AIMZ Investment Advisors, LLC | 13,728 | $1.39M | 0.60% | −200−1.4% | Reduced |
| World Equity Group, Inc. | 13,578 | $1.37M | 0.40% | −142,712−91.3% | Reduced |
| Marietta Investment Partners LLC | 13,382 | $1.35M | 0.35% | +13,382 | New |
| Evergreen Capital Management LLC | 13,243 | $1.34M | 0.06% | +1,535+13.1% | Added |
| TD Asset Management Inc | 13,214 | $1.33M | 0.00% | −556−4.0% | Reduced |
| Cetera Advisors LLC | 13,118 | $1.32M | 0.02% | +30+0.2% | Added |
| Prospera Financial Services Inc | 13,081 | $1.32M | 0.05% | +2,018+18.2% | Added |
| Boston Family Office LLC | 13,085 | $1.32M | 0.10% | −1,803−12.1% | Reduced |
| Privium Fund Management B.V. | 13,250 | $1.32M | 0.38% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 13,019 | $1.31M | 0.22% | −100−0.8% | Reduced |
| Court Place Advisors, LLC | 12,995 | $1.31M | 0.46% | −330−2.5% | Reduced |
| Level Four Advisory Services, LLC | 12,926 | $1.30M | 0.08% | +1,838+16.6% | Added |
| Americana Partners, LLC | 12,917 | $1.30M | 0.17% | −1,909−12.9% | Reduced |
| Boit C F David | 12,800 | $1.29M | 0.86% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 12,800 | $1.29M | 0.01% | +12,800 | New |
| Ellevest, Inc. | 12,742 | $1.29M | 0.10% | +1,312+11.5% | Added |
| Delphi Management Inc | 12,721 | $1.28M | 1.35% | +12,721 | New |
| Arnhold LLC | 12,636 | $1.28M | 0.14% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 12,626 | $1.27M | 0.01% | +3,328+35.8% | Added |
| West Oak Capital, LLC | 12,608 | $1.27M | 0.62% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 12,588 | $1.27M | 0.23% | +5,284+72.3% | Added |
| Mutual Advisors, LLC | 12,471 | $1.26M | 0.05% | +3,232+35.0% | Added |
| Choate Investment Advisors | 12,377 | $1.25M | 0.05% | +504+4.2% | Added |
| South State Corp. | 12,309 | $1.24M | 0.11% | −1,984−13.9% | Reduced |
| Stratos Wealth Partners, LTD. | 12,277 | $1.24M | 0.03% | −648−5.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 12,258 | $1.24M | 0.02% | +116+1.0% | Added |
| Umb Bank N A | 12,226 | $1.23M | 0.02% | −108−0.9% | Reduced |
| Horizon Kinetics Asset Management LLC | 12,200 | $1.23M | 0.03% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 12,085 | $1.22M | 0.12% | +169+1.4% | Added |
| Creegan & Nassoura Financial Group, LLC | 12,000 | $1.21M | 0.89% | −650−5.1% | Reduced |
| XML Financial, LLC | 11,994 | $1.21M | 0.14% | −575−4.6% | Reduced |
| First Horizon Advisors, Inc. | 11,972 | $1.21M | 0.04% | +103+0.9% | Added |
| Carnegie Capital Asset Management, LLC | 11,947 | $1.21M | 0.04% | −28−0.2% | Reduced |
| LCNB Corp | 11,944 | $1.21M | 0.51% | +373+3.2% | Added |
| Strategic Global Advisors, LLC | 11,846 | $1.20M | 0.18% | −234−1.9% | Reduced |
| Welch Group, LLC | 11,793 | $1.19M | 0.07% | 00.0% | Unchanged |
| Greenup Street Wealth Management LLC | 11,790 | $1.19M | 0.33% | +11,790 | New |
| Lido Advisors, LLC | 11,779 | $1.19M | 0.01% | +4,469+61.1% | Added |
| Qtron Investments LLC | 11,755 | $1.19M | 0.23% | +6,454+121.8% | Added |
| Abbrea Capital, LLC | 11,756 | $1.19M | 0.18% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,683 | $1.18M | 0.08% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 11,656 | $1.18M | 0.04% | +11,656 | New |
| Bryn Mawr Trust Co | 11,653 | $1.18M | 0.05% | −334−2.8% | Reduced |
| McDaniel Terry & Co | 11,511 | $1.16M | 0.12% | −12−0.1% | Reduced |
| Ativo Capital Management LLC | 11,494 | $1.16M | 1.22% | −663−5.5% | Reduced |
| Greenwich Wealth Management LLC | 11,476 | $1.16M | 0.12% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 11,267 | $1.14M | 0.07% | −729−6.1% | Reduced |
| New Hampshire Trust | 11,265 | $1.14M | 0.30% | −74−0.7% | Reduced |
| Kennon-Green & Company, LLC | 11,166 | $1.13M | 1.05% | −172−1.5% | Reduced |
| Brookstone Capital Management | 11,830 | $1.12M | 0.02% | −5,409−31.4% | Reduced |
| Beacon Pointe Advisors, LLC | 11,094 | $1.12M | 0.02% | +2,053+22.7% | Added |
| Abundance Wealth Counselors | 11,084 | $1.12M | 0.58% | +16+0.1% | Added |
| BTC Capital Management, Inc. | 11,113 | $1.12M | 0.12% | −143−1.3% | Reduced |
| Barclays PLC | 10,978 | $1.11M | 0.00% | +10,446+1,963.5% | Added |
| Intrust Bank NA | 10,840 | $1.09M | 0.13% | +321+3.1% | Added |
| True North Advisors, LLC | 10,799 | $1.09M | 0.31% | −5,283−32.9% | Reduced |
| KCM Investment Advisors LLC | 10,778 | $1.09M | 0.04% | −611−5.4% | Reduced |
| Cambridge Advisors Inc. | 10,775 | $1.09M | 0.28% | −925−7.9% | Reduced |
| Ar Asset Management Inc | 10,750 | $1.08M | 0.29% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 10,743 | $1.08M | 0.06% | −32−0.3% | Reduced |
| KLR Investment Advisors, LLC | 10,718 | $1.08M | 0.89% | +3,419+46.8% | Added |
| Pine Valley Investments Ltd Liability Co | 10,713 | $1.08M | 0.11% | +10,713 | New |
| Scott & Selber, Inc. | 10,561 | $1.07M | 0.42% | −26−0.2% | Reduced |
| Silvercrest Asset Management Group LLC | 10,505 | $1.06M | 0.01% | −516−4.7% | Reduced |
| Ballentine Partners, LLC | 10,470 | $1.06M | 0.02% | +2,403+29.8% | Added |
| Mayflower Financial Advisors, LLC | 10,392 | $1.05M | 0.14% | −87−0.8% | Reduced |
| Financial Advocates Investment Management | 10,374 | $1.05M | 0.08% | −15−0.1% | Reduced |
| Trust Co of Oklahoma | 10,327 | $1.04M | 0.39% | −85−0.8% | Reduced |
| Kensington Investment Counsel, LLC | 10,307 | $1.04M | 0.66% | +707+7.4% | Added |
| FRG Family Wealth Advisors LLC | 10,275 | $1.04M | 0.23% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 10,265 | $1.04M | 0.16% | +755+7.9% | Added |
| CX Institutional | 10,255 | $1.03M | 0.05% | −93−0.9% | Reduced |
| Beacon Investment Advisory Services, Inc. | 10,229 | $1.03M | 0.05% | +623+6.5% | Added |
| Voya Financial Advisors, Inc. | 10,348 | $1.03M | 0.12% | −476−4.4% | Reduced |
| Clarius Group, LLC | 10,182 | $1.03M | 0.08% | +473+4.9% | Added |
| Empire Financial Management Company, LLC | 10,112 | $1.02M | 0.41% | −373−3.6% | Reduced |
| Highland Capital Management, LLC | 10,082 | $1.02M | 0.07% | −200−1.9% | Reduced |
| LMR Partners LLP | 10,000 | $1.01M | 0.02% | +10,000 | New |
| Neville Rodie & Shaw Inc | 9,932 | $1.00M | 0.09% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 9,927 | $1.00M | 0.04% | +276+2.9% | Added |
| Eqis Capital Management, Inc. | 9,907 | $999.7K | 0.11% | −1,313−11.7% | Reduced |
| SYSTM Wealth Solutions LLC | 9,897 | $998.7K | 0.14% | −120−1.2% | Reduced |
| Northcape Wealth Management, LLC | 9,852 | $994.2K | 0.36% | −127−1.3% | Reduced |
| Simmons Bank | 9,828 | $991.7K | 0.08% | −120−1.2% | Reduced |
| Becker Capital Management Inc | 9,756 | $984.5K | 0.04% | −50−0.5% | Reduced |
| Drexel Morgan & Co. | 9,720 | $980.8K | 0.25% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 9,715 | $980.4K | 0.54% | −3,923−28.8% | Reduced |
| Blue Square Asset Management, LLC | 9,691 | $977.9K | 0.70% | +1,878+24.0% | Added |
| Hamel Associates, Inc. | 9,645 | $973.3K | 0.34% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 9,484 | $957.0K | 0.51% | −10−0.1% | Reduced |
| TD Private Client Wealth LLC | 9,445 | $953.1K | 0.04% | +54+0.6% | Added |
| Nilsine Partners, LLC | 9,434 | $952.0K | 0.14% | +58+0.6% | Added |
| JNBA Financial Advisors | 9,330 | $941.4K | 0.11% | −506−5.1% | Reduced |
| Holderness Investments Co | 9,305 | $939.0K | 0.35% | +310+3.4% | Added |
| Associated Banc-Corp | 9,282 | $936.6K | 0.04% | −78−0.8% | Reduced |
| Vident Investment Advisory, LLC | 9,277 | $935.5K | 0.03% | +1,494+19.2% | Added |
| King Luther Capital Management Corp | 9,122 | $920.5K | 0.00% | −1,457−13.8% | Reduced |
| Beaton Management Co. Inc. | 8,873 | $895.0K | 0.57% | 00.0% | Unchanged |