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.
| 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, Q1 2024
Shares, value and share of portfolio for each institution holding Novartis AG; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Berkeley Capital Partners, LLC | 18,152 | $1.76M | 0.54% | +11,893+190.0% | Added |
| Mount Yale Investment Advisors, LLC | 18,339 | $1.77M | 0.14% | −7,551−29.2% | Reduced |
| Procyon Private Wealth Partners, LLC | 18,373 | $1.78M | 0.14% | +1,013+5.8% | Added |
| Checchi Capital Advisers, LLC | 18,388 | $1.78M | 0.14% | −168−0.9% | Reduced |
| CWA Asset Management Group, LLC | 18,485 | $1.79M | 0.11% | +10,457+130.3% | Added |
| Penobscot Investment Management Company, Inc. | 18,502 | $1.79M | 0.19% | +445+2.5% | Added |
| Jamison Private Wealth Management, Inc. | 18,624 | $1.80M | 0.30% | −58−0.3% | Reduced |
| Avantax Advisory Services, Inc. | 18,766 | $1.82M | 0.02% | +6,579+54.0% | Added |
| Blue Square Asset Management, LLC | 18,940 | $1.83M | 1.22% | +8,285+77.8% | Added |
| Abbot Financial Management, Inc. | 18,979 | $1.84M | 1.01% | −450−2.3% | Reduced |
| Bokf, NA | 19,252 | $1.85M | 0.03% | −1,076−5.3% | Reduced |
| Johnson Investment Counsel Inc | 19,082 | $1.85M | 0.02% | +387+2.1% | Added |
| WCG Wealth Advisors LLC | 19,121 | $1.85M | 0.15% | −8,250−30.1% | Reduced |
| Synovus Financial Corp | 19,404 | $1.88M | 0.02% | −1,295−6.3% | Reduced |
| Trust Co of Toledo NA | 19,602 | $1.90M | 0.30% | +144+0.7% | Added |
| Foresight Capital Management Advisors, Inc. | 19,954 | $1.93M | 1.47% | +1,121+6.0% | Added |
| Mason & Associates, LLC | 19,954 | $1.93M | 1.47% | +19,954 | New |
| Old Port Advisors | 19,958 | $1.93M | 0.59% | +142+0.7% | Added |
| Penserra Capital Management LLC | 20,024 | $1.94M | 0.02% | +4,088+25.7% | Added |
| Capital Wealth Planning, LLC | 20,024 | $1.94M | 0.02% | +4,088+25.7% | Added |
| Ipswich Investment Management Co., Inc. | 20,227 | $1.96M | 0.46% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 20,284 | $1.96M | 0.23% | +161+0.8% | Added |
| Alyeska Investment Group, L.P. | 20,321 | $1.97M | 0.01% | −735,078−97.3% | Reduced |
| Stock Yards Bank & Trust Co | 20,566 | $1.99M | 0.07% | +24+0.1% | Added |
| Arvest Investments, Inc. | 20,646 | $2.00M | 0.32% | −3,608−14.9% | Reduced |
| Palisade Asset Management, LLC | 21,024 | $2.03M | 0.20% | −1,859−8.1% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 21,066 | $2.04M | 1.07% | +395+1.9% | Added |
| Veriti Management LLC | 21,128 | $2.04M | 0.15% | +568+2.8% | Added |
| HighPoint Advisor Group LLC | 20,193 | $2.06M | 0.15% | +625+3.2% | Added |
| Prime Capital Investment Advisors, LLC | 21,408 | $2.07M | 0.03% | +1,157+5.7% | Added |
| Everett Harris & Co | 21,493 | $2.08M | 0.03% | −590−2.7% | Reduced |
| Huntington National Bank | 21,544 | $2.08M | 0.02% | −1,589−6.9% | Reduced |
| Marietta Investment Partners LLC | 21,544 | $2.08M | 0.46% | +392+1.9% | Added |
| Graham Capital Management, L.P. | 21,683 | $2.10M | 0.06% | −6,202−22.2% | Reduced |
| Commerce Bank | 21,712 | $2.10M | 0.01% | −614−2.8% | Reduced |
| Broderick Brian C | 21,834 | $2.11M | 0.45% | −6,126−21.9% | Reduced |
| First Hawaiian Bank | 22,552 | $2.18M | 0.07% | +458+2.1% | Added |
| Cascade Investment Advisors, Inc. | 22,590 | $2.19M | 1.42% | +340+1.5% | Added |
| Clearstead Advisors, LLC | 21,398 | $2.19M | 0.11% | 00.0% | Unchanged |
| Beacon Financial Group | 22,787 | $2.20M | 0.25% | −1,204−5.0% | Reduced |
| McKinley Capital Management LLC /Delaware | 23,069 | $2.23M | 0.27% | +5,931+34.6% | Added |
| Fca Corp | 23,249 | $2.25M | 0.73% | −55−0.2% | Reduced |
| Cubic Asset Management, LLC | 23,493 | $2.27M | 0.54% | −200−0.8% | Reduced |
| Diamond Hill Capital Management Inc | 23,534 | $2.28M | 0.01% | +2,560+12.2% | Added |
| Benjamin Edwards Inc | 23,736 | $2.30M | 0.46% | +682+3.0% | Added |
| Delaney Dennis R | 23,775 | $2.30M | 1.25% | −7,080−22.9% | Reduced |
| Forum Financial Management, LP | 23,822 | $2.30M | 0.04% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 23,917 | $2.31M | 0.03% | −879−3.5% | Reduced |
| Notis-McConarty Edward | 24,161 | $2.34M | 0.92% | −12,570−34.2% | Reduced |
| Daymark Wealth Partners, LLC | 24,277 | $2.35M | 0.13% | +856+3.7% | Added |
| EagleClaw Capital Managment, LLC | 24,284 | $2.35M | 0.43% | +660+2.8% | Added |
| Hantz Financial Services, Inc. | 24,387 | $2.36M | 0.05% | −392−1.6% | Reduced |
| Fred Alger Management, LLC | 24,443 | $2.36M | 0.01% | +3,106+14.6% | Added |
| Tealwood Asset Management Inc | 24,449 | $2.37M | 1.06% | +123+0.5% | Added |
| Transform Wealth, LLC | 23,646 | $2.38M | 0.23% | −432−1.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 24,856 | $2.40M | 0.18% | +5,463+28.2% | Added |
| Foyston, Gordon, & Payne Inc | 24,910 | $2.41M | 0.58% | −546−2.1% | Reduced |
| Advisors Asset Management, Inc. | 24,919 | $2.41M | 0.05% | +2,431+10.8% | Added |
| Sequoia Financial Advisors, LLC | 25,311 | $2.45M | 0.03% | −13,796−35.3% | Reduced |
| TownSquare Capital, LLC | 25,348 | $2.45M | 0.04% | +10,222+67.6% | Added |
| Geneos Wealth Management Inc. | 25,426 | $2.46M | 0.11% | +1,813+7.7% | Added |
| Peapack Gladstone Financial Corp | 25,569 | $2.47M | 0.04% | −925−3.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 25,652 | $2.48M | 0.07% | −515−2.0% | Reduced |
| Northeast Investment Management | 25,930 | $2.51M | 0.12% | −422−1.6% | Reduced |
| NBT Bank N A | 26,003 | $2.52M | 0.18% | −324−1.2% | Reduced |
| Telos Capital Management, Inc. | 26,425 | $2.56M | 0.29% | −554−2.1% | Reduced |
| Arvest Trust Co N A | 26,500 | $2.56M | 0.15% | −1,001−3.6% | Reduced |
| Synergy Financial Management, LLC | 26,555 | $2.57M | 0.44% | −4,274−13.9% | Reduced |
| Atria Wealth Solutions, Inc. | 26,352 | $2.59M | 0.03% | +678+2.6% | Added |
| We Are One Seven, LLC | 27,077 | $2.62M | 0.14% | −6,889−20.3% | Reduced |
| Cornerstone Wealth Group, LLC | 27,443 | $2.65M | 0.25% | −608−2.2% | Reduced |
| Crossmark Global Holdings, Inc. | 27,444 | $2.65M | 0.05% | −378−1.4% | Reduced |
| Catalyst Capital Advisors LLC | 27,518 | $2.66M | 0.06% | 00.0% | Unchanged |
| Americana Partners, LLC | 27,571 | $2.67M | 0.22% | −310−1.1% | Reduced |
| Park Avenue Securities LLC | 27,620 | $2.67M | 0.03% | −4,502−14.0% | Reduced |
| Hall Laurie J Trustee | 27,657 | $2.68M | 0.94% | −140−0.5% | Reduced |
| Wambolt & Associates, LLC | 28,225 | $2.71M | 0.81% | +3,425+13.8% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 28,130 | $2.72M | 1.98% | −200−0.7% | Reduced |
| Balentine LLC | 28,257 | $2.73M | 0.08% | +518+1.9% | Added |
| National Asset Management, Inc. | 27,074 | $2.76M | 0.07% | +295+1.1% | Added |
| Fairfield, Bush & Co. | 28,809 | $2.79M | 1.65% | −603−2.1% | Reduced |
| Moors & Cabot, Inc. | 28,992 | $2.80M | 0.15% | −550−1.9% | Reduced |
| Triasima Portfolio Management inc. | 29,335 | $2.84M | 0.24% | −170−0.6% | Reduced |
| Brinker Capital Investments, LLC | 29,368 | $2.84M | 0.03% | −587−2.0% | Reduced |
| Orion Portfolio Solutions, LLC | 29,368 | $2.84M | 0.03% | −587−2.0% | Reduced |
| Naples Global Advisors, LLC | 28,435 | $2.86M | 0.29% | +86+0.3% | Added |
| Arlington Partners LLC | 29,649 | $2.87M | 1.46% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 29,797 | $2.88M | 0.05% | −2,570−7.9% | Reduced |
| AMG National Trust Bank | 29,822 | $2.88M | 0.08% | 00.0% | Unchanged |
| Colony Group, LLC | 30,173 | $2.92M | 0.02% | +22,929+316.5% | Added |
| FORA Capital, LLC | 30,681 | $2.97M | 0.24% | +30,681 | New |
| Oppenheimer & Co Inc | 30,938 | $2.99M | 0.05% | −58−0.2% | Reduced |
| apricus wealth, LLC | 31,021 | $3.00M | 2.11% | +231+0.8% | Added |
| Fort Pitt Capital Group, LLC | 31,731 | $3.07M | 0.09% | −81−0.3% | Reduced |
| Chesley Taft & Associates LLC | 32,712 | $3.16M | 0.16% | −350−1.1% | Reduced |
| MAI Capital Management | 32,890 | $3.18M | 0.03% | +7,426+29.2% | Added |
| Argent Trust Co | 34,001 | $3.29M | 0.15% | −417−1.2% | Reduced |
| Jane Street Group, LLC | 34,052 | $3.29M | 0.00% | −141,683−80.6% | Reduced |
| WealthTrust Axiom LLC | 34,134 | $3.30M | 1.06% | +185+0.5% | Added |
| Davenport & Co LLC | 34,345 | $3.32M | 0.02% | +2,190+6.8% | Added |