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 |
|---|---|---|---|---|---|
| Allworth Financial LP | 3,225 | $325.5K | 0.00% | −17−0.5% | Reduced |
| Concord Wealth Partners | 3,216 | $324.5K | 0.07% | +193+6.4% | Added |
| Charter Trust Co | 3,207 | $323.6K | 0.02% | −100−3.0% | Reduced |
| Hendershot Investments Inc. | 3,206 | $323.5K | 0.05% | 00.0% | Unchanged |
| Colonial Trust Co | 3,187 | $321.6K | 0.08% | −20−0.6% | Reduced |
| Cape Cod Five Cents Savings Bank | 3,184 | $321.3K | 0.03% | −153−4.6% | Reduced |
| Keudell/Morrison Wealth Management | 3,181 | $321.0K | 0.09% | −98−3.0% | Reduced |
| RFP Financial Group LLC | 3,177 | $320.6K | 0.13% | +2,400+308.9% | Added |
| Mastrapasqua Asset Management Inc | 3,175 | $320.4K | 0.04% | −30−0.9% | Reduced |
| Wimmer Associates 1, LLC | 3,164 | $319.3K | 0.19% | +100+3.3% | Added |
| Pacifica Partners Inc. | 3,211 | $317.7K | 0.18% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 3,146 | $317.5K | 0.21% | 00.0% | Unchanged |
| DRW Securities, LLC | 3,146 | $317.0K | 0.02% | +919+41.3% | Added |
| Applied Finance Capital Management, LLC | 3,132 | $316.1K | 0.04% | +316+11.2% | Added |
| Peddock Capital Advisors, LLC | 3,124 | $315.2K | 0.10% | 00.0% | Unchanged |
| King Wealth | 3,100 | $313.0K | 0.06% | +3,100 | New |
| Enterprise Financial Services Corp | 3,099 | $312.7K | 0.20% | −75−2.4% | Reduced |
| Moloney Securities Asset Management, LLC | 3,083 | $311.1K | 0.06% | −3,850−55.5% | Reduced |
| Thoroughbred Financial Services, LLC | 3,088 | $311.0K | 0.04% | −12−0.4% | Reduced |
| Rehmann Capital Advisory Group | 3,060 | $308.9K | 0.03% | +57+1.9% | Added |
| Parkside Financial Bank & Trust | 3,058 | $308.6K | 0.07% | −92−2.9% | Reduced |
| Edge Capital Group, LLC | 3,057 | $308.5K | 0.02% | 00.0% | Unchanged |
| Icapital Wealth LLC | 3,052 | $308.0K | 0.19% | 00.0% | Unchanged |
| Sentry LLC | 3,045 | $307.3K | 0.07% | 00.0% | Unchanged |
| Vicus Capital | 3,044 | $307.2K | 0.03% | −623−17.0% | Reduced |
| Appleton Partners Inc | 3,038 | $307.0K | 0.03% | +55+1.8% | Added |
| Carmichael Hill & Associates, Inc. | 3,028 | $305.6K | 0.15% | 00.0% | Unchanged |
| Viawealth, LLC | 3,018 | $304.5K | 0.23% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 3,006 | $303.4K | 0.15% | +45+1.5% | Added |
| Signature Estate & Investment Advisors LLC | 3,008 | $303.0K | 0.01% | +3,008 | New |
| Weatherly Asset Management L. P. | 3,000 | $302.7K | 0.04% | −50−1.6% | Reduced |
| Equitable Holdings, Inc. | 3,000 | $302.7K | 0.00% | −3−0.1% | Reduced |
| Aspiriant, LLC | 2,981 | $300.8K | 0.02% | +245+9.0% | Added |
| Clearbridge Investments, LLC | 2,972 | $299.9K | 0.00% | −5−0.2% | Reduced |
| Hurlow Wealth Management Group, Inc. | 2,969 | $299.6K | 0.13% | 00.0% | Unchanged |
| Roundview Capital LLC | 2,959 | $298.6K | 0.03% | 00.0% | Unchanged |
| Key Financial Inc | 2,959 | $298.6K | 0.10% | +100+3.5% | Added |
| LCM Capital Management Inc | 2,954 | $298.1K | 0.24% | +68+2.4% | Added |
| Latitude Advisors, LLC | 2,952 | $297.8K | 0.21% | 00.0% | Unchanged |
| Wulff, Hansen & Co. | 2,945 | $297.2K | 0.33% | 00.0% | Unchanged |
| Dorchester Wealth Management Co | 2,945 | $297.2K | 0.06% | 00.0% | Unchanged |
| StrongBox Wealth, LLC | 2,941 | $296.8K | 0.19% | +100+3.5% | Added |
| Financial & Tax Architects, LLC | 2,919 | $294.5K | 0.09% | −353−10.8% | Reduced |
| Global Trust Asset Management, LLC | 2,914 | $294.0K | 0.13% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 2,894 | $292.0K | 0.05% | +56+2.0% | Added |
| Angeles Wealth Management, LLC | 2,889 | $291.5K | 0.04% | +90+3.2% | Added |
| High Net Worth Advisory Group LLC | 2,870 | $289.6K | 0.11% | −58−2.0% | Reduced |
| Allred Capital Management, LLC | 2,870 | $289.6K | 0.14% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 2,846 | $287.2K | 0.10% | +152+5.6% | Added |
| Wedmont Private Capital | 2,899 | $286.5K | 0.03% | +2,899 | New |
| Platform Technology Partners | 2,943 | $285.9K | 0.13% | 00.0% | Unchanged |
| Northstar Group, Inc. | 2,829 | $285.5K | 0.07% | 00.0% | Unchanged |
| NEIRG Wealth Management, LLC | 2,829 | $285.5K | 0.05% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 2,828 | $285.4K | 0.08% | −1,285−31.2% | Reduced |
| Jacobs & Co | 2,825 | $285.0K | 0.03% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 2,816 | $284.2K | 0.01% | +57+2.1% | Added |
| Shelton Capital Management | 2,800 | $282.5K | 0.01% | −50−1.8% | Reduced |
| RiverGlades Family Offices LLC | 2,800 | $282.5K | 0.25% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 2,791 | $281.6K | 0.14% | −7−0.3% | Reduced |
| PFG Investments, LLC | 2,789 | $281.4K | 0.05% | +2,789 | New |
| BBR Partners, LLC | 2,769 | $279.4K | 0.03% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 2,695 | $278.4K | 0.23% | +2,695 | New |
| Bristlecone Advisors, LLC | 2,755 | $278.0K | 0.03% | 00.0% | Unchanged |
| GFS Advisors, LLC | 2,750 | $278.0K | 0.06% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 2,753 | $277.8K | 0.03% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 2,729 | $275.4K | 0.12% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 2,724 | $274.9K | 0.02% | +102+3.9% | Added |
| Philadelphia Trust Co | 2,714 | $274.0K | 0.03% | −298−9.9% | Reduced |
| Redwood Wealth Management Group, LLC | 2,698 | $272.3K | 0.30% | −55−2.0% | Reduced |
| Retirement Planning Co of New England, Inc. | 2,695 | $272.0K | 0.16% | −46−1.7% | Reduced |
| Keel Point, LLC | 2,683 | $270.8K | 0.04% | +44+1.7% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 2,675 | $270.0K | 0.02% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 2,671 | $270.0K | 0.08% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 2,673 | $269.7K | 0.09% | +185+7.4% | Added |
| V Wealth Advisors LLC | 2,662 | $268.6K | 0.05% | +10.0% | Added |
| Optas, LLC | 2,657 | $268.1K | 0.09% | +228+9.4% | Added |
| Trust Co of Virginia | 2,650 | $267.4K | 0.03% | −1,729−39.5% | Reduced |
| Texas Yale Capital Corp. | 2,642 | $266.6K | 0.01% | −23−0.9% | Reduced |
| Chicago Capital, LLC | 2,640 | $266.4K | 0.01% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 2,639 | $266.3K | 0.00% | 00.0% | Unchanged |
| StoneX Group Inc. | 2,634 | $265.8K | 0.03% | +270+11.4% | Added |
| Community Bank, N.A. | 2,628 | $265.2K | 0.04% | −2,000−43.2% | Reduced |
| Professional Advisory Services Inc | 2,630 | $265.0K | 0.04% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 2,620 | $264.4K | 0.04% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 2,616 | $264.0K | 0.06% | +15+0.6% | Added |
| Beutel, Goodman & Co Ltd. | 2,610 | $263.0K | 0.00% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 2,600 | $262.4K | 0.09% | −210−7.5% | Reduced |
| Annex Advisory Services, LLC | 2,591 | $261.5K | 0.01% | −196−7.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 2,576 | $260.0K | 0.02% | +184+7.7% | Added |
| Toronto Dominion Bank | 2,570 | $259.0K | 0.00% | −790−23.5% | Reduced |
| Essex Savings Bank | 2,555 | $257.8K | 0.09% | −64−2.4% | Reduced |
| Northside Capital Management, LLC | 2,546 | $256.9K | 0.09% | 00.0% | Unchanged |
| Eagle Strategies LLC | 2,534 | $255.7K | 0.06% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 2,534 | $255.7K | 0.02% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 2,532 | $255.5K | 0.14% | −104−3.9% | Reduced |
| Founders Financial Securities LLC | 2,529 | $255.2K | 0.03% | +300+13.5% | Added |
| Hexagon Capital Partners LLC | 2,529 | $255.2K | 0.07% | +399+18.7% | Added |
| Palladiem, LLC | 2,523 | $254.6K | 0.26% | 00.0% | Unchanged |
| Intrua Financial, LLC | 2,517 | $254.0K | 0.05% | −24−0.9% | Reduced |
| Straight Path Wealth Management | 2,507 | $253.0K | 0.17% | 00.0% | Unchanged |