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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, 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: 1,604 institutionsQ2 2026: 1,625 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 20261,625$21.3B
Q1 20261,604$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
Marks Group Wealth Management, Inc0$00.00%−2,417−100.0%Sold out
Peak Asset Management, LLC0$00.00%−2,400−100.0%Sold out
Grey Fox Wealth Advisors, LLC0$00.00%−2,374−100.0%Sold out
Drive Wealth Management, LLC0$00.00%−2,294−100.0%Sold out
SeaCrest Wealth Management, LLC0$00.00%−2,139−100.0%Sold out
Greenup Street Wealth Management LLC0$00.00%−2,230−100.0%Sold out
Patriot Investment Management Inc.0$00.00%−2,199−100.0%Sold out
StoneX Group Inc.0$00.00%−2,188−100.0%Sold out
New Century Financial Group, LLC0$00.00%−2,185−100.0%Sold out
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management0$00.00%−2,159−100.0%Sold out
Norway Savings Bank0$00.00%−2,148−100.0%Sold out
Wealthcare Advisory Partners LLC0$00.00%−2,145−100.0%Sold out
Sanders Morris Harris LLC0$00.00%−2,000−100.0%Sold out
MONECO Advisors, LLC0$00.00%−2,095−100.0%Sold out
Murphy, Middleton, Hinkle & Parker, Inc.0$00.00%−2,072−100.0%Sold out
Crawford Investment Counsel Inc0$00.00%−2,070−100.0%Sold out
Inlet Private Wealth, LLC0$00.00%−2,059−100.0%Sold out
Hutner Capital Management Inc0$00.00%−2,040−100.0%Sold out
Empower Advisory Group, LLC0$00.00%−2,030−100.0%Sold out
Mairs & Power Inc0$00.00%−2,024−100.0%Sold out
Intergy Private Wealth, LLC0$00.00%−2,018−100.0%Sold out
Marcum Wealth, LLC0$00.00%−2,007−100.0%Sold out
Perennial Investment Advisors, LLC0$00.00%−2,006−100.0%Sold out
Ironwood Investment Counsel, LLC0$00.00%−2,002−100.0%Sold out
Steigerwald, Gordon & Koch Inc.0$00.00%−1,996−100.0%Sold out
Annex Advisory Services, LLC0$00.00%−1,991−100.0%Sold out
Glassman Wealth Services0$00.00%−1,655−100.0%Sold out
Rockbridge Investment Management, LCC0$00.00%−1,165−100.0%Sold out
Garner Asset Management Corp0$00.00%−1,015−100.0%Sold out
Focused Wealth Management, Inc0$00.00%−931−100.0%Sold out
Ables, Iannone, Moore & Associates, Inc.0$00.00%−709−100.0%Sold out
Dividend Assets Capital, LLC0$00.00%−707−100.0%Sold out
Stephens Consulting, LLC0$00.00%−500−100.0%Sold out
Bourgeon Capital Management LLC0$00.00%−410−100.0%Sold out
Planned Solutions, Inc.0$00.00%−310−100.0%Sold out
New Millennium Group LLC0$00.00%−267−100.0%Sold out
Richardson Financial Services Inc.0$00.00%−257−100.0%Sold out
Thompson Siegel & Walmsley LLC0$00.00%−229−100.0%Sold out
Tennessee Valley Asset Management Partners0$00.00%−180−100.0%Sold out
FWL Investment Management, LLC0$00.00%−152−100.0%Sold out
O'Dell Group, LLC0$00.00%−150−100.0%Sold out
Team Financial Group, LLC0$00.00%−58−100.0%Sold out
Able Wealth Management LLC0$00.00%−54−100.0%Sold out
Tucker Asset Management LLC0$00.00%−31−100.0%Sold out
VitalStone Financial, LLC0$00.00%−26−100.0%Sold out
Westside Investment Management, Inc.0$00.00%−26−100.0%Sold out
Arlington Trust Co LLC0$00.00%−20−100.0%Sold out
Byrne Asset Management LLC0$00.00%−20−100.0%Sold out
Bartlett & Co. LLC––––Not filed
Sawtooth Solutions, LLC––––Not filed
Moreno Evelyn V––––Not filed
Wade G W & Inc––––Not filed
Telemus Capital, LLC––––Not filed
Lee Danner & Bass Inc––––Not filed
Wealthsource Partners, LLC––––Not filed
Cannell Peter B & Co Inc––––Not filed
Platform Technology Partners––––Not filed
Fairfield Financial Advisors, LTD––––Not filed
Baystate Wealth Management LLC––––Not filed
Nalls Sherbakoff Group, LLC––––Not filed
Coppell Advisory Solutions LLC––––Not filed
Hobbs Group Advisors, LLC––––Not filed
Strategic Investment Solutions, Inc.––––Not filed
Provence Wealth Management Group––––Not filed