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 |
|---|---|---|---|---|---|
| Financial Perspectives, Inc | 1,200 | $116.1K | 0.04% | −33−2.7% | Reduced |
| Tacita Capital Inc | 1,200 | $116.1K | 0.08% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,232 | $119.2K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 1,249 | $120.8K | 0.02% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,259 | $121.8K | 0.03% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,263 | $122.2K | 0.01% | +5+0.4% | Added |
| Crewe Advisors LLC | 1,275 | $123.3K | 0.01% | +1,275 | New |
| Ramirez Asset Management, Inc. | 1,300 | $125.7K | 0.03% | +1,300 | New |
| Rosenberg Matthew Hamilton | 1,322 | $126.7K | 0.04% | −1−0.1% | Reduced |
| FinTrust Capital Advisors, LLC | 1,374 | $132.9K | 0.03% | −330−19.4% | Reduced |
| North Star Investment Management Corp. | 1,381 | $133.6K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 1,408 | $136.2K | 0.05% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,451 | $140.4K | 0.01% | −12−0.8% | Reduced |
| Piscataqua Savings Bank | 1,459 | $141.1K | 0.12% | +30+2.1% | Added |
| AllSquare Wealth Management LLC | 1,479 | $143.1K | 0.08% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,484 | $143.5K | 0.01% | −1,035−41.1% | Reduced |
| Avalon Trust Co | 1,500 | $145.1K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,501 | $145.2K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,505 | $145.6K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,569 | $153.6K | 0.03% | +183+13.2% | Added |
| Community Bank, N.A. | 1,628 | $157.5K | 0.02% | 00.0% | Unchanged |
| Park Place Capital Corp | 1,673 | $161.8K | 0.06% | −785−31.9% | Reduced |
| Harbor Investment Advisory, LLC | 1,840 | $178.0K | 0.02% | +11+0.6% | Added |
| JFS Wealth Advisors, LLC | 1,941 | $187.8K | 0.01% | −110−5.4% | Reduced |
| Independence Bank of Kentucky | 1,963 | $189.9K | 0.06% | +346+21.4% | Added |
| Union Savings Bank | 1,993 | $192.8K | 0.10% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,013 | $195.6K | 0.02% | +98+5.1% | Added |
| Hazlett, Burt & Watson, Inc. | 2,058 | $199.0K | 0.12% | 00.0% | Unchanged |
| First Nebraska Trust Co | 2,074 | $200.6K | 0.02% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 2,080 | $201.2K | 0.02% | −452−17.9% | Reduced |
| Cypress Wealth Services, LLC | 2,084 | $201.6K | 0.05% | +2,084 | New |
| Davis R M Inc | 2,099 | $203.0K | 0.00% | −250−10.6% | Reduced |
| Boston Trust Walden Corp | 2,099 | $203.0K | 0.00% | 00.0% | Unchanged |
| Ewa, LLC | 1,996 | $203.8K | 0.09% | +1,996 | New |
| Barry Investment Advisors, LLC | 2,107 | $203.9K | 0.07% | +4+0.2% | Added |
| UMA Financial Services, Inc. | 2,204 | $205.4K | 0.04% | +70+3.3% | Added |
| CFS Investment Advisory Services, LLC | 2,129 | $206.0K | 0.03% | −25−1.2% | Reduced |
| Mosley Wealth Management | 2,133 | $206.3K | 0.19% | −83−3.7% | Reduced |
| Elk River Wealth Management, LLC | 2,060 | $207.0K | 0.04% | 00.0% | Unchanged |
| F/M Investments LLC | 2,150 | $208.0K | 0.14% | +100+4.9% | Added |
| NorthRock Partners, LLC | 2,150 | $208.0K | 0.01% | +66+3.2% | Added |
| Diversify Advisory Services, LLC | 2,170 | $208.0K | 0.01% | +2,170 | New |
| Vanguard Capital Wealth Advisors | 2,157 | $208.6K | 0.15% | −200−8.5% | Reduced |
| Watershed Private Wealth LLC | 2,176 | $210.5K | 0.09% | −235−9.7% | Reduced |
| Ronald Blue Trust, Inc. | 2,180 | $210.8K | 0.00% | −381−14.9% | Reduced |
| Wealth Dimensions Group, Ltd. | 2,187 | $211.5K | 0.06% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 2,199 | $212.7K | 0.13% | −124−5.3% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 2,200 | $213.0K | 0.10% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 2,209 | $213.7K | 1.16% | +95+4.5% | Added |
| Mattern Capital Management, LLC | 2,211 | $213.9K | 0.03% | 00.0% | Unchanged |
| Appleton Partners Inc | 2,215 | $214.0K | 0.02% | −299−11.9% | Reduced |
| Delta Financial Group, Inc. | 2,214 | $214.0K | 0.06% | +44+2.0% | Added |
| Horizon Wealth Management, LLC | 2,216 | $214.4K | 0.06% | −79−3.4% | Reduced |
| Tyche Wealth Partners LLC | 2,237 | $216.4K | 0.05% | +100+4.7% | Added |
| Gimbal Financial | 2,243 | $216.9K | 0.18% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 2,243 | $217.0K | 0.00% | +2,243 | New |
| River Wealth Advisors LLC | 2,246 | $217.3K | 0.03% | −764−25.4% | Reduced |
| Allred Capital Management, LLC | 2,249 | $217.5K | 0.08% | −375−14.3% | Reduced |
| Boston Mountain Money Management Inc | 2,256 | $218.2K | 0.15% | +2,256 | New |
| Financial Security Advisor, Inc. | 2,259 | $218.5K | 0.08% | 00.0% | Unchanged |
| FLC Capital Advisors | 2,266 | $219.2K | 0.06% | −220−8.8% | Reduced |
| Whalerock Point Partners, LLC | 2,290 | $221.5K | 0.06% | −100−4.2% | Reduced |
| Schmidt P J Investment Management Inc | 2,300 | $222.5K | 0.04% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 2,300 | $222.5K | 0.01% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 2,304 | $222.9K | 0.03% | −10−0.4% | Reduced |
| OneAscent Financial Services LLC | 2,306 | $223.0K | 0.02% | +43+1.9% | Added |
| Addison Advisors LLC | 2,311 | $223.5K | 0.08% | +22+1.0% | Added |
| Cozad Asset Management Inc | 2,314 | $223.8K | 0.02% | −104−4.3% | Reduced |
| Blue Fin Capital, Inc. | 2,320 | $224.4K | 0.05% | −10.0% | Reduced |
| Key Client Fiduciary Advisors, LLC | 2,329 | $225.3K | 0.12% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 2,330 | $225.4K | 0.11% | −445−16.0% | Reduced |
| Prudent Man Advisors, LLC | 2,334 | $225.8K | 0.08% | −491−17.4% | Reduced |
| Essex LLC | 2,350 | $227.3K | 0.05% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 2,351 | $227.4K | 0.00% | −245−9.4% | Reduced |
| Redwood Wealth Management Group, LLC | 2,358 | $228.1K | 0.24% | −10−0.4% | Reduced |
| Good Life Advisors, LLC | 2,368 | $229.0K | 0.02% | +20+0.9% | Added |
| Gateway Investment Advisers LLC | 2,373 | $229.5K | 0.00% | +2,373 | New |
| Gitterman Wealth Management, LLC | 2,374 | $229.6K | 0.09% | −1,674−41.4% | Reduced |
| Argyle Capital Management Inc. | 2,375 | $229.7K | 0.09% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 2,377 | $229.9K | 0.01% | −62−2.5% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 2,375 | $230.0K | 0.01% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 2,384 | $230.6K | 0.03% | −17−0.7% | Reduced |
| IHT Wealth Management, LLC | 2,385 | $230.7K | 0.01% | +53+2.3% | Added |
| Sapient Capital LLC | 2,308 | $231.9K | 0.01% | −380−14.1% | Reduced |
| Lawson Kroeker Investment Management Inc | 2,400 | $232.2K | 0.04% | 00.0% | Unchanged |
| Shoker Investment Counsel, Inc. | 2,425 | $232.5K | 0.08% | 00.0% | Unchanged |
| Intrua Financial, LLC | 2,410 | $233.1K | 0.04% | −7−0.3% | Reduced |
| Pacifica Partners Inc. | 2,441 | $233.5K | 0.10% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 2,420 | $234.1K | 0.08% | 00.0% | Unchanged |
| Kendall Capital Management | 2,421 | $234.2K | 0.08% | +51+2.2% | Added |
| Paradigm Asset Management Co LLC | 2,428 | $234.9K | 0.06% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 2,447 | $236.7K | 0.01% | −75−3.0% | Reduced |
| Arkadios Wealth Advisors | 2,453 | $237.3K | 0.02% | +87+3.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,467 | $238.6K | 0.00% | −113−4.4% | Reduced |
| Laraway Financial Inc | 2,467 | $238.6K | 0.21% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 2,474 | $239.0K | 0.05% | −353−12.5% | Reduced |
| Moody Lynn & Lieberson, LLC | 2,489 | $240.8K | 0.02% | 00.0% | Unchanged |
| New Republic Capital, LLC | 2,491 | $241.0K | 0.15% | +74+3.1% | Added |
| Journey Strategic Wealth LLC | 2,496 | $241.4K | 0.01% | +2,496 | New |
| Cornerstone Wealth Management, LLC | 2,498 | $241.6K | 0.02% | 00.0% | Unchanged |