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Livermore
Livermore
ZHEN

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, Q1 2024

Institutional positions in Novartis AG as of Mar 31, 2024. 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
1,254
−4 vs. Q4 2023
Shares held
140.2M
−494.3K (−0.4%) vs. Q4 2023
Total value
$13.6B
−$633.7M (−4.5%) vs. Q4 2023
New holders
90
426 more added
Sold out
94
469 more reduced

16 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2024: 1,254 institutions
Q1 2021: 1,138 institutionsQ2 2021: 1,123 institutionsQ3 2021: 1,083 institutionsQ4 2021: 1,147 institutionsQ1 2022: 1,137 institutionsQ2 2022: 1,142 institutionsQ3 2022: 1,088 institutionsQ4 2022: 1,183 institutionsQ1 2023: 1,182 institutionsQ2 2023: 1,203 institutionsQ3 2023: 1,225 institutionsQ4 2023: 1,274 institutionsQ1 2024: 1,254 institutionsQ2 2024: 1,309 institutionsQ3 2024: 1,314 institutionsQ4 2024: 1,345 institutionsQ1 2025: 1,361 institutionsQ2 2025: 1,387 institutionsQ3 2025: 1,405 institutionsQ4 2025: 1,515 institutionsQ1 2026: 1,605 institutionsQ2 2026: 1,626 institutions
Value heldQ1 2024: $13.6B
Q1 2021: $18.7BQ2 2021: $19.8BQ3 2021: $18.0BQ4 2021: $18.5BQ1 2022: $18.3BQ2 2022: $16.9BQ3 2022: $13.7BQ4 2022: $15.5BQ1 2023: $15.2BQ2 2023: $14.9BQ3 2023: $15.1BQ4 2023: $14.2BQ1 2024: $13.6BQ2 2024: $14.7BQ3 2024: $15.2BQ4 2024: $12.7BQ1 2025: $15.4BQ2 2025: $16.2BQ3 2025: $17.2BQ4 2025: $18.4BQ1 2026: $22.0BQ2 2026: $21.3B
Institutions holding NVS and their total value by quarter
QuarterHoldersValue
Q2 20261,626$21.3B
Q1 20261,605$22.0B
Q4 20251,515$18.4B
Q3 20251,405$17.2B
Q2 20251,387$16.2B
Q1 20251,361$15.4B
Q4 20241,345$12.7B
Q3 20241,314$15.2B
Q2 20241,309$14.7B
Q1 20241,254$13.6B
Q4 20231,274$14.2B
Q3 20231,225$15.1B
Q2 20231,203$14.9B
Q1 20231,182$15.2B
Q4 20221,183$15.5B
Q3 20221,088$13.7B
Q2 20221,142$16.9B
Q1 20221,137$18.3B
Q4 20211,147$18.5B
Q3 20211,083$18.0B
Q2 20211,123$19.8B
Q1 20211,138$18.7B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Novartis AG; share changes are against Q4 2023.

Institutions holding NVS in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Covestor Ltd3$00.00%00.0%Unchanged
Financial Freedom, LLC3$2980.00%00.0%Unchanged
Gold Investment Management Ltd.10$9670.00%00.0%Unchanged
Armstrong Advisory Group, Inc13$1.31K0.00%00.0%Unchanged
Versant Capital Management, Inc15$1.45K0.00%−425−96.6%Reduced
Custom Portfolio Group LLC15$1.51K0.00%00.0%Unchanged
Marquette Asset Management, LLC17$1.65K0.00%00.0%Unchanged
Granite FO LLC14$1.68K0.00%+14New
Hartford Financial Management Inc.19$1.84K0.00%00.0%Unchanged
Stone House Investment Management, LLC20$1.94K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC22$2.13K0.00%00.0%Unchanged
TruNorth Capital Management, LLC24$2.32K0.00%+24New
Delta Asset Management LLC25$2.42K0.00%00.0%Unchanged
ClariVest Asset Management LLC26$2.49K0.00%00.0%Unchanged
Highline Wealth Partners LLC26$2.52K0.00%00.0%Unchanged
Tortoise Investment Management, LLC26$2.52K0.00%+26New
American Capital Advisory, LLC29$2.67K0.00%+29New
Iron Horse Wealth Management, LLC29$2.81K0.00%00.0%Unchanged
Fernwood Investment Management, LLC30$2.90K0.00%+30New
Thompson Investment Management, Inc.31$3.00K0.00%00.0%Unchanged
HighMark Wealth Management LLC36$3.48K0.00%00.0%Unchanged
POM Investment Strategies, LLC36$3.48K0.00%00.0%Unchanged
Princeton Global Asset Management LLC38$3.68K0.00%−100−72.5%Reduced
Plante Moran Financial Advisors, LLC39$3.77K0.00%+27+225.0%Added
Studio Investment Management LLC40$3.87K0.00%00.0%Unchanged
Horizon Investments, LLC40$3.87K0.00%+21+110.5%Added
Abound Wealth Management43$4.16K0.00%+5+13.2%Added
Criterion Capital Advisors, LLC45$4.35K0.00%00.0%Unchanged
Cornerstone Planning Group LLC45$4.38K0.00%+45New
Signature Resources Capital Management, LLC45$4.54K0.00%00.0%Unchanged
Redmont Wealth Advisors LLC48$4.64K0.01%+48New
Raleigh Capital Management Inc.50$4.84K0.00%00.0%Unchanged
TSFG, LLC50$5.00K0.00%+15+42.9%Added
Friedenthal Financial52$5.03K0.00%00.0%Unchanged
Fortitude Family Office, LLC53$5.13K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.56$5.42K0.00%00.0%Unchanged
Maryland Capital Advisors Inc.57$5.51K0.00%−93−62.0%Reduced
VisionPoint Advisory Group, LLC59$5.71K0.00%00.0%Unchanged
MV Capital Management, Inc.60$5.80K0.00%00.0%Unchanged
Legend Financial Advisors, Inc.61$5.90K0.00%00.0%Unchanged
Main Street Group, LTD62$5.94K0.00%00.0%Unchanged
TFC Financial Management63$6.09K0.00%00.0%Unchanged
Pacific Capital Wealth Advisors, Inc63$6.09K0.00%+47+293.8%Added
Clear Point Advisors Inc.64$6.19K0.01%00.0%Unchanged
Richard W. Paul & Associates, LLC65$6.29K0.00%00.0%Unchanged
Mascoma Wealth Management LLC67$6.48K0.00%00.0%Unchanged
LifeSteps Financial, Inc.67$6.48K0.00%+67New
Slocum, Gordon & Co LLP73$7.06K0.01%00.0%Unchanged
Indiana Trust & Investment Management CO75$7.25K0.00%00.0%Unchanged
Castleview Partners, LLC77$7.45K0.00%00.0%Unchanged
GoalVest Advisory LLC77$7.45K0.00%00.0%Unchanged
ICA Group Wealth Management, LLC79$7.64K0.00%00.0%Unchanged
Archer Investment Corp89$8.61K0.00%00.0%Unchanged
FSA Wealth Management LLC90$8.71K0.00%00.0%Unchanged
Albion Financial Group91$8.80K0.00%00.0%Unchanged
Larson Financial Group LLC93$9.00K0.00%00.0%Unchanged
First Community Trust NA98$9.48K0.01%00.0%Unchanged
Impact Partnership Wealth, LLC99$9.58K0.00%00.0%Unchanged
PFG Private Wealth Management, LLC100$9.67K0.01%00.0%Unchanged
SJS Investment Consulting Inc.100$9.67K0.00%00.0%Unchanged
West Paces Advisors Inc.100$9.67K0.00%00.0%Unchanged
First Command Advisory Services, Inc.101$9.77K0.00%+1+1.0%Added
Rakuten Securities, Inc.101$9.77K0.00%+83+461.1%Added
Horrell Capital Management, Inc.100$10.0K0.00%00.0%Unchanged
Creekmur Asset Management LLC106$10.3K0.00%00.0%Unchanged
Creative Capital Management Investments LLC112$10.8K0.01%00.0%Unchanged
MCF Advisors LLC115$11.3K0.00%00.0%Unchanged
Caitlin John, LLC120$11.6K0.01%−3−2.4%Reduced
Pacific Center for Financial Services123$11.9K0.00%00.0%Unchanged
Centerpoint Advisors, LLC125$12.0K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA123$12.0K0.00%+22+21.8%Added
Quent Capital, LLC126$12.2K0.00%00.0%Unchanged
Bell Investment Advisors, Inc131$12.7K0.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc134$13.0K0.00%00.0%Unchanged
Coston, McIsaac & Partners150$14.0K0.00%00.0%Unchanged
Ninety One UK Ltd147$14.2K0.00%00.0%Unchanged
Blume Capital Management, Inc.150$14.5K0.00%−600−80.0%Reduced
IAG Wealth Partners, LLC150$14.5K0.00%+150New
McCarthy Grittinger Financial Group, LLC152$14.7K0.00%−98−39.2%Reduced
Annapolis Financial Services, LLC161$15.6K0.01%00.0%Unchanged
PSI Advisors, LLC163$15.8K0.01%00.0%Unchanged
LRI Investments, LLC168$16.3K0.00%+168New
Sound Income Strategies, LLC177$17.1K0.00%+36+25.5%Added
Quintet Private Bank (Europe) S.A.157$17.4K0.00%−24−13.3%Reduced
Beaird Harris Wealth Management, LLC185$17.9K0.00%−115−38.3%Reduced
Eagle Bay Advisors LLC184$18.5K0.01%00.0%Unchanged
Country Trust Bank194$18.8K0.00%−79−28.9%Reduced
Close Asset Management Ltd200$19.0K0.00%00.0%Unchanged
Nordwand Advisors, LLC200$19.3K0.01%−183−47.8%Reduced
Oliver Lagore Vanvalin Investment Group200$19.3K0.01%−33−14.2%Reduced
Trust Co200$19.3K0.00%00.0%Unchanged
West Branch Capital LLC200$19.3K0.01%00.0%Unchanged
Gilliland Jeter Wealth Management LLC200$19.3K0.01%+200New
Red Tortoise LLC207$20.0K0.01%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.208$20.1K0.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.201$20.2K0.00%00.0%Unchanged
Center for Financial Planning, Inc.210$20.3K0.00%00.0%Unchanged
Wetzel Investment Advisors, Inc.220$20.4K0.01%00.0%Unchanged
Carolinas Wealth Consulting LLC214$20.7K0.00%+38+21.6%Added
WR Wealth Planners, LLC216$20.9K0.01%+216New