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 |
|---|---|---|---|---|---|
| Cedar Wealth Management, LLC | 217 | $21.0K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 232 | $22.4K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 243 | $22.5K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 233 | $22.5K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 235 | $23.0K | 0.02% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 242 | $23.4K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 250 | $24.0K | 0.00% | −150−37.5% | Reduced |
| Strengthening Families & Communities, LLC | 248 | $24.0K | 0.01% | +148+148.0% | Added |
| Paladin Advisory Group, LLC | 252 | $24.2K | 0.02% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 250 | $24.2K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 255 | $24.7K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 255 | $24.7K | 0.00% | +255 | New |
| Frazier Financial Advisors, LLC | 255 | $24.7K | 0.02% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 258 | $24.7K | 0.01% | 00.0% | Unchanged |
| Planning Capital Management Corp | 257 | $24.9K | 0.02% | −22−7.9% | Reduced |
| GW&K Investment Management, LLC | 267 | $26.0K | 0.00% | +60+29.0% | Added |
| Atlantic Trust, LLC | 269 | $26.0K | 0.01% | +114+73.5% | Added |
| Raffa Wealth Management, LLC | 272 | $26.3K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 279 | $27.0K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 289 | $28.0K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 292 | $28.2K | 0.02% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 299 | $28.9K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 310 | $30.0K | 0.03% | 00.0% | Unchanged |
| Asset Dedication, LLC | 303 | $30.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 326 | $31.5K | 0.00% | −22−6.3% | Reduced |
| Standard Family Office LLC | 336 | $32.5K | 0.04% | +336 | New |
| Financial Management Professionals, Inc. | 341 | $33.0K | 0.00% | +11+3.3% | Added |
| Barclays PLC | 348 | $33.7K | 0.00% | +29+9.1% | Added |
| Washington Trust Advisors, Inc. | 349 | $33.8K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 350 | $33.9K | 0.02% | −27−7.2% | Reduced |
| ZRC Wealth Management, LLC | 350 | $33.9K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 354 | $34.2K | 0.01% | +212+149.3% | Added |
| Broadwater Capital Management LLC | 370 | $35.8K | 0.03% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 370 | $35.8K | 0.00% | +370 | New |
| Bogart Wealth, LLC | 371 | $35.9K | 0.00% | −23−5.8% | Reduced |
| Solstein Capital, LLC | 372 | $36.0K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 375 | $36.3K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 375 | $36.3K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 379 | $38.1K | 0.01% | −5−1.3% | Reduced |
| Retirement Group, LLC | 400 | $38.7K | 0.01% | +146+57.5% | Added |
| DAGCO, Inc. | 400 | $38.7K | 0.02% | +400 | New |
| Hilltop National Bank | 400 | $38.7K | 0.01% | +400 | New |
| Creative Financial Designs Inc | 409 | $39.6K | 0.00% | −42−9.3% | Reduced |
| First United Bank Trust | 414 | $40.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 415 | $40.1K | 0.00% | −1−0.2% | Reduced |
| Tyler-Stone Wealth Management | 420 | $40.6K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 425 | $43.1K | 0.01% | −190−30.9% | Reduced |
| Roble, Belko & Company, Inc | 470 | $45.0K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 466 | $45.1K | 0.01% | 00.0% | Unchanged |
| Bray Capital Advisors | 467 | $45.2K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 485 | $46.9K | 0.01% | +485 | New |
| Householder Group Estate & Retirement Specialist, LLC | 490 | $47.4K | 0.01% | +292+147.5% | Added |
| Dunhill Financial, LLC | 498 | $48.2K | 0.04% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 500 | $48.4K | 0.02% | −150−23.1% | Reduced |
| Provenance Wealth Advisors, LLC | 500 | $48.4K | 0.01% | −55−9.9% | Reduced |
| Colonial Trust Advisors | 502 | $48.6K | 0.00% | +2+0.4% | Added |
| Perkins Coie Trust Co | 529 | $51.2K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 530 | $51.3K | 0.02% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 541 | $52.4K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 542 | $52.4K | 0.05% | −458−45.8% | Reduced |
| City Holding Co | 545 | $52.7K | 0.01% | −18−3.2% | Reduced |
| Pflug Koory, LLC | 550 | $53.2K | 0.03% | 00.0% | Unchanged |
| Front Row Advisors LLC | 564 | $54.6K | 0.02% | +564 | New |
| Johnson Financial Group, Inc. | 559 | $56.2K | 0.00% | +100+21.8% | Added |
| Register Financial Advisors LLC | 581 | $56.2K | 0.03% | +581 | New |
| Pathway Financial Advisers, LLC | 585 | $56.6K | 0.02% | −63−9.7% | Reduced |
| State of Wyoming | 600 | $58.0K | 0.01% | +600 | New |
| First Financial Corp | 622 | $60.2K | 0.03% | +8+1.3% | Added |
| WealthCollab, LLC | 632 | $61.1K | 0.05% | −25−3.8% | Reduced |
| Centennial Bank | 652 | $63.1K | 0.03% | −128−16.4% | Reduced |
| Liontrust Investment Partners LLP | 656 | $63.5K | 0.00% | −1,760−72.8% | Reduced |
| Cassady Schiller Wealth Management, LLC | 668 | $64.6K | 0.03% | −208−23.7% | Reduced |
| Missouri Trust & Investment Co | 728 | $70.4K | 0.03% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 732 | $70.8K | 0.01% | −4,892−87.0% | Reduced |
| Orion Capital Management LLC | 733 | $70.9K | 0.04% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 740 | $72.0K | 0.01% | 00.0% | Unchanged |
| CKW Financial Group | 800 | $77.0K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 800 | $77.4K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 819 | $79.2K | 0.01% | −479−36.9% | Reduced |
| Smithfield Trust Co | 830 | $80.0K | 0.00% | +13+1.6% | Added |
| ORG Partners LLC | 847 | $81.2K | 0.15% | +847 | New |
| Kiely Wealth Advisory Group, Inc. | 832 | $81.3K | 0.05% | 00.0% | Unchanged |
| City State Bank | 855 | $83.0K | 0.04% | 00.0% | Unchanged |
| Hoese & Co LLP | 825 | $83.3K | 0.08% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 872 | $84.3K | 0.04% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 888 | $85.9K | 0.03% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 900 | $87.1K | 0.01% | −100−10.0% | Reduced |
| Grove Bank & Trust | 910 | $88.0K | 0.01% | +15+1.7% | Added |
| Citizens National Bank Trust Department | 925 | $89.5K | 0.02% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 965 | $93.0K | 0.03% | +265+37.9% | Added |
| Foster Dykema Cabot & Partners, LLC | 936 | $94.0K | 0.01% | +936 | New |
| Zions Bancorporation, N.A. | 991 | $95.9K | 0.01% | −66−6.2% | Reduced |
| BFSG, LLC | 1,002 | $96.9K | 0.01% | +40+4.2% | Added |
| Glen Eagle Advisors, LLC | 1,040 | $100.6K | 0.02% | +50+5.1% | Added |
| Spotlight Asset Group, Inc. | 1,055 | $102.0K | 0.07% | +54+5.4% | Added |
| Duncker Streett & Co Inc | 1,063 | $102.8K | 0.02% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,046 | $104.8K | 0.02% | −6,278−85.7% | Reduced |
| First PREMIER Bank | 1,090 | $105.0K | 0.03% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 1,176 | $112.7K | 0.08% | +1,176 | New |
| Evermay Wealth Management LLC | 1,176 | $113.8K | 0.02% | +100+9.3% | Added |