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; 1,625 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 | 1,625 | $21.3B |
| Q1 2026 | 1,604 | $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 |
|---|---|---|---|---|---|
| 1620 Investment Advisors, Inc. | 8,836 | $891.6K | 1.01% | +111+1.3% | Added |
| Parallel Advisors, LLC | 8,808 | $888.8K | 0.03% | +762+9.5% | Added |
| Lincoln National Corp | 8,784 | $886.4K | 0.02% | +689+8.5% | Added |
| Wolverine Trading, LLC | 8,823 | $876.7K | 0.01% | −1,306−12.9% | Reduced |
| Financial Architects, Inc | 8,679 | $875.8K | 0.13% | −128−1.5% | Reduced |
| Mill Capital Management, LLC | 8,559 | $863.7K | 0.08% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 8,538 | $861.6K | 0.06% | +359+4.4% | Added |
| Federation des caisses Desjardins du Quebec | 8,485 | $856.2K | 0.01% | −72−0.8% | Reduced |
| Banco de Sabadell, S.A | 8,473 | $854.0K | 0.69% | −44−0.5% | Reduced |
| Continuum Advisory, LLC | 8,455 | $853.2K | 0.14% | +697+9.0% | Added |
| West Family Investments, Inc. | 8,402 | $847.8K | 0.33% | +562+7.2% | Added |
| Hilltop Holdings Inc. | 8,339 | $841.5K | 0.10% | +782+10.3% | Added |
| Flputnam Investment Management Co | 8,322 | $839.8K | 0.02% | +2,606+45.6% | Added |
| Liberty One Investment Management, LLC | 8,308 | $838.4K | 0.11% | −2,208−21.0% | Reduced |
| DGS Capital Management, LLC | 8,284 | $835.9K | 0.42% | −138−1.6% | Reduced |
| Montag A & Associates Inc | 8,267 | $834.3K | 0.05% | +99+1.2% | Added |
| Rosenbaum Jay D. | 8,255 | $833.0K | 1.34% | +306+3.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,245 | $832.0K | 0.01% | −625−7.0% | Reduced |
| Klingenstein Fields & Co LP | 8,243 | $831.8K | 0.04% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 8,168 | $824.2K | 0.03% | +1,077+15.2% | Added |
| Gladstone Institutional Advisory LLC | 8,167 | $824.1K | 0.05% | −64−0.8% | Reduced |
| Elmwood Wealth Management, Inc. | 8,149 | $822.3K | 0.38% | −506−5.8% | Reduced |
| Cable Hill Partners, LLC | 8,141 | $821.5K | 0.11% | +731+9.9% | Added |
| Cypress Asset Management Inc | 8,128 | $820.2K | 0.26% | −150−1.8% | Reduced |
| Boston Financial Mangement LLC | 8,123 | $819.7K | 0.03% | +4,578+129.1% | Added |
| Stratos Wealth Advisors, LLC | 8,106 | $818.0K | 0.06% | +250+3.2% | Added |
| Means Investment Co., Inc. | 8,083 | $815.7K | 0.13% | +23+0.3% | Added |
| Central Trust Co | 8,082 | $815.6K | 0.02% | +355+4.6% | Added |
| Mission Wealth Management, LP | 8,029 | $810.2K | 0.03% | +6+0.1% | Added |
| Lee Danner & Bass Inc | 7,980 | $805.0K | 0.07% | −33−0.4% | Reduced |
| Covenant Partners, LLC | 7,975 | $804.8K | 0.29% | +126+1.6% | Added |
| Epoch Investment Partners, Inc. | 7,930 | $800.2K | 0.00% | −855−9.7% | Reduced |
| Bangor Savings Bank | 7,923 | $799.5K | 0.09% | +475+6.4% | Added |
| Anchor Investment Management, LLC | 7,884 | $795.6K | 0.10% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 28,248 | $794.8K | 0.01% | +8,988+46.7% | Added |
| Legacy Financial Advisors, Inc. | 7,832 | $790.4K | 0.15% | +2,246+40.2% | Added |
| Burns J W & Co Inc | 7,814 | $789.0K | 0.13% | 00.0% | Unchanged |
| Davidson Trust Co | 7,788 | $785.9K | 0.57% | +1,735+28.7% | Added |
| Marotta Asset Management | 7,741 | $781.1K | 0.17% | +7,741 | New |
| Romano Brothers and Company | 7,631 | $770.0K | 0.11% | +10.0% | Added |
| Armor Investment Advisors, LLC | 7,623 | $769.2K | 0.47% | −668−8.1% | Reduced |
| TD Waterhouse Canada Inc. | 7,446 | $764.2K | 0.01% | +86+1.2% | Added |
| Colony Group LLC | 7,489 | $756.0K | 0.01% | −85−1.1% | Reduced |
| Intercontinental Wealth Advisors, LLC | 7,464 | $753.2K | 0.18% | +118+1.6% | Added |
| Modera Wealth Management, LLC | 7,458 | $752.6K | 0.01% | +3,200+75.2% | Added |
| Lantz Financial LLC | 7,422 | $749.0K | 0.29% | −384−4.9% | Reduced |
| Thornburg Investment Management Inc | 7,412 | $748.0K | 0.01% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 7,412 | $747.9K | 0.44% | +90+1.2% | Added |
| Valmark Advisers, Inc. | 7,403 | $747.0K | 0.02% | −202−2.7% | Reduced |
| Valeo Financial Advisors, LLC | 7,363 | $743.0K | 0.03% | +602+8.9% | Added |
| Fort Sheridan Advisors LLC | 7,363 | $743.0K | 0.17% | +1,756+31.3% | Added |
| Stephens Inc | 7,301 | $736.7K | 0.01% | −47−0.6% | Reduced |
| Freestone Capital Holdings, LLC | 7,285 | $735.1K | 0.03% | −1,757−19.4% | Reduced |
| Ascent Group, LLC | 7,131 | $734.9K | 0.08% | −98−1.4% | Reduced |
| Graypoint LLC | 7,282 | $734.8K | 0.07% | −605−7.7% | Reduced |
| Lazard Asset Management LLC | 7,224 | $728.0K | 0.00% | +735+11.3% | Added |
| Harbour Investments, Inc. | 7,197 | $726.3K | 0.04% | −284−3.8% | Reduced |
| Sage Rhino Capital LLC | 7,190 | $725.5K | 0.20% | +267+3.9% | Added |
| Mather Group, LLC. | 7,183 | $724.9K | 0.01% | +589+8.9% | Added |
| BKD Wealth Advisors, LLC | 7,183 | $724.8K | 0.02% | +2,608+57.0% | Added |
| Sigma Planning Corp | 7,137 | $720.3K | 0.03% | −589−7.6% | Reduced |
| St. Clair Advisors, LLC | 7,092 | $715.7K | 0.28% | +901+14.6% | Added |
| BSW Wealth Partners | 7,036 | $710.0K | 0.15% | −125−1.7% | Reduced |
| Dakota Wealth Management | 7,032 | $709.6K | 0.03% | −111−1.6% | Reduced |
| Wedbush Securities Inc | 6,956 | $702.0K | 0.03% | −363−5.0% | Reduced |
| Adviser Investments LLC | 6,950 | $701.3K | 0.02% | +6,950 | New |
| Douglass Winthrop Advisors, LLC | 6,938 | $700.1K | 0.02% | 00.0% | Unchanged |
| Tiaa, FSB | 6,930 | $699.3K | 0.00% | −24−0.3% | Reduced |
| Jacobi Capital Management LLC | 6,821 | $688.3K | 0.08% | +27+0.4% | Added |
| OmniStar Financial Group, Inc. | 6,778 | $683.7K | 0.80% | −854−11.2% | Reduced |
| Grant/GrossMendelsohn, LLC | 7,025 | $682.5K | 0.28% | +7,025 | New |
| Essex Financial Services, Inc. | 6,756 | $681.8K | 0.08% | −741−9.9% | Reduced |
| PDS Planning, Inc | 6,754 | $681.5K | 0.09% | +1,524+29.1% | Added |
| Advisory Resource Group | 6,743 | $680.4K | 0.19% | −829−10.9% | Reduced |
| Berkeley Capital Partners, LLC | 6,696 | $675.7K | 0.24% | −9,857−59.5% | Reduced |
| Radnor Capital Management, LLC | 6,675 | $674.0K | 0.29% | +6,675 | New |
| 1832 Asset Management L.P. | 6,662 | $672.3K | 0.00% | −4,500−40.3% | Reduced |
| J.W. Cole Advisors, Inc. | 6,577 | $663.7K | 0.05% | +121+1.9% | Added |
| Colonial River Wealth Management, LLC | 6,547 | $660.7K | 0.43% | +6,547 | New |
| Fulton Bank, N.A. | 6,535 | $659.4K | 0.03% | +424+6.9% | Added |
| NTV Asset Management LLC | 6,493 | $655.2K | 0.11% | −310−4.6% | Reduced |
| Jeppson Wealth Management, LLC | 6,477 | $653.6K | 0.28% | −405−5.9% | Reduced |
| Dillon & Associates Inc | 6,424 | $649.0K | 0.12% | −80−1.2% | Reduced |
| Mraz, Amerine & Associates, Inc. | 6,431 | $649.0K | 0.15% | +40+0.6% | Added |
| E&G Advisors, LP | 6,398 | $645.6K | 0.23% | +100+1.6% | Added |
| Procyon Private Wealth Partners, LLC | 6,373 | $643.1K | 0.08% | +6,373 | New |
| Oarsman Capital, Inc. | 6,282 | $633.9K | 0.28% | −195−3.0% | Reduced |
| CFO4Life Group, LLC | 6,265 | $632.2K | 0.14% | +523+9.1% | Added |
| Walter & Keenan Financial Consulting Co | 6,224 | $628.1K | 0.23% | 00.0% | Unchanged |
| BancorpSouth Bank | 6,199 | $625.5K | 0.05% | −80−1.3% | Reduced |
| BDO Wealth Advisors, LLC | 6,146 | $620.2K | 0.07% | +86+1.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 6,137 | $619.0K | 0.02% | +58+1.0% | Added |
| Quintet Private Bank (Europe) S.A. | 6,240 | $616.3K | 0.03% | +102+1.7% | Added |
| Juncture Wealth Strategies, LLC | 6,098 | $615.3K | 0.29% | −102−1.6% | Reduced |
| Keystone Financial Services | 6,055 | $611.0K | 0.31% | +30.0% | Added |
| Gradient Investments LLC | 6,054 | $610.9K | 0.02% | −211−3.4% | Reduced |
| Schulhoff & Co Inc | 6,051 | $610.6K | 0.28% | +4+0.1% | Added |
| Thomasville National Bank | 6,044 | $609.9K | 0.06% | −80−1.3% | Reduced |
| Cyndeo Wealth Partners, LLC | 6,038 | $609.3K | 0.06% | −456−7.0% | Reduced |
| Coldstream Capital Management Inc | 6,021 | $607.5K | 0.02% | +71+1.2% | Added |