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 |
|---|---|---|---|---|---|
| Seven Eight Capital, LP | 4,138 | $400.3K | 0.04% | +4,138 | New |
| Busey Wealth Management | 4,139 | $400.4K | 0.01% | +213+5.4% | Added |
| Hoylecohen, LLC | 4,147 | $401.1K | 0.03% | +229+5.8% | Added |
| Central Pacific Bank - Trust Division | 4,200 | $402.7K | 0.05% | +4,200 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 4,163 | $402.7K | 0.04% | −560−11.9% | Reduced |
| Parkside Financial Bank & Trust | 4,167 | $403.1K | 0.06% | −1,246−23.0% | Reduced |
| Beck Mack & Oliver LLC | 4,200 | $406.3K | 0.01% | 00.0% | Unchanged |
| Helen Stephens Group, LLC | 4,222 | $408.4K | 0.16% | −16−0.4% | Reduced |
| Principle Wealth Partners LLC | 4,247 | $410.8K | 0.03% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 4,275 | $413.5K | 0.02% | −1,919−31.0% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 4,291 | $415.1K | 0.01% | +4,291 | New |
| Capital Analysts, LLC | 4,303 | $416.0K | 0.02% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 4,323 | $418.2K | 0.04% | −949−18.0% | Reduced |
| Warren Averett Asset Management, LLC | 4,337 | $419.6K | 0.01% | +1,433+49.3% | Added |
| Aull & Monroe Investment Management Corp | 4,341 | $419.9K | 0.19% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 4,388 | $424.5K | 0.02% | −161−3.5% | Reduced |
| Tranquilli Financial Advisor LLC | 4,392 | $424.8K | 0.28% | −328−6.9% | Reduced |
| Beutel, Goodman & Co Ltd. | 4,405 | $426.0K | 0.00% | +40+0.9% | Added |
| Violich Capital Management, Inc. | 4,412 | $427.0K | 0.06% | +162+3.8% | Added |
| Mittelman Wealth Management | 4,440 | $429.5K | 0.29% | +4,440 | New |
| Bedel Financial Consulting, Inc. | 4,445 | $430.0K | 0.07% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 4,450 | $430.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 4,455 | $430.9K | 0.02% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 4,465 | $431.9K | 0.10% | 00.0% | Unchanged |
| Strategic Investment Advisors | 4,466 | $432.0K | 0.06% | +109+2.5% | Added |
| Altfest L J & Co Inc | 4,472 | $433.0K | 0.06% | −7−0.2% | Reduced |
| Russell Investments Group, Ltd. | 4,492 | $434.5K | 0.00% | +1,004+28.8% | Added |
| SYSTM Wealth Solutions LLC | 4,430 | $435.7K | 0.06% | −1,466−24.9% | Reduced |
| Capital Investment Advisors, LLC | 4,516 | $436.8K | 0.01% | +28+0.6% | Added |
| Global Retirement Partners, LLC | 4,530 | $438.2K | 0.02% | −922−16.9% | Reduced |
| Wesbanco Bank Inc | 4,544 | $439.5K | 0.02% | +652+16.8% | Added |
| Aptus Capital Advisors, LLC | 4,564 | $441.5K | 0.01% | +621+15.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 4,569 | $442.0K | 0.00% | −2,082−31.3% | Reduced |
| Regatta Capital Group, LLC | 4,596 | $444.6K | 0.10% | +233+5.3% | Added |
| Walter & Keenan Financial Consulting Co | 4,624 | $447.3K | 0.15% | 00.0% | Unchanged |
| Rossmore Private Capital | 4,627 | $447.6K | 0.06% | +266+6.1% | Added |
| Centaurus Financial, Inc. | 4,635 | $448.0K | 0.03% | +884+23.6% | Added |
| Joel Isaacson & Co., LLC | 4,671 | $451.8K | 0.02% | +2,025+76.5% | Added |
| Wealth Group, Ltd. | 4,676 | $452.0K | 0.34% | +4,676 | New |
| Stablepoint Partners, LLC | 4,687 | $453.4K | 0.09% | +398+9.3% | Added |
| FDx Advisors, Inc. | 4,694 | $454.0K | 0.07% | −11,675−71.3% | Reduced |
| Cullinan Associates Inc | 4,700 | $454.6K | 0.03% | +100+2.2% | Added |
| Allspring Global Investments Holdings, LLC | 4,754 | $459.9K | 0.00% | +4,333+1,029.2% | Added |
| First Affirmative Financial Network | 4,757 | $460.1K | 0.34% | −218−4.4% | Reduced |
| Genus Capital Management Inc. | 4,771 | $461.5K | 0.06% | +4,771 | New |
| Summit Trail Advisors, LLC | 4,597 | $461.6K | 0.01% | +274+6.3% | Added |
| Insigneo Advisory Services, LLC | 4,792 | $463.5K | 0.06% | +226+4.9% | Added |
| Plancorp, LLC | 4,793 | $463.6K | 0.02% | +16+0.3% | Added |
| Gallacher Capital Management LLC | 4,802 | $464.5K | 0.24% | +628+15.0% | Added |
| Mesirow Financial Investment Management, Inc. | 4,820 | $466.2K | 0.01% | +959+24.8% | Added |
| Berkshire Bank | 4,885 | $472.5K | 0.12% | +402+9.0% | Added |
| Brighton Jones LLC | 4,904 | $474.3K | 0.02% | +251+5.4% | Added |
| Intellectus Partners, LLC | 4,726 | $474.8K | 0.12% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 4,916 | $475.5K | 0.26% | −100−2.0% | Reduced |
| Greenwood Gearhart Inc | 4,942 | $478.2K | 0.05% | 00.0% | Unchanged |
| North Star Asset Management Inc | 4,951 | $478.9K | 0.02% | 00.0% | Unchanged |
| Legal & General Group Plc | 4,956 | $479.4K | 0.00% | +4,956 | New |
| Wedmont Private Capital | 5,017 | $480.7K | 0.04% | +8+0.2% | Added |
| FSB Premier Wealth Management, Inc. | 4,975 | $481.2K | 0.22% | +897+22.0% | Added |
| Gradient Investments LLC | 4,983 | $482.0K | 0.01% | −612−10.9% | Reduced |
| Valley Brook Capital Group | 4,984 | $482.1K | 0.39% | 00.0% | Unchanged |
| MMBG Investment Advisors Co. | 5,002 | $483.8K | 0.05% | −490−8.9% | Reduced |
| Alhambra Investment Partners LLC | 5,034 | $486.9K | 0.27% | 00.0% | Unchanged |
| Diversified Trust Co | 5,056 | $489.1K | 0.01% | +99+2.0% | Added |
| Private Trust Co NA | 5,104 | $493.7K | 0.05% | +12+0.2% | Added |
| Pinnacle Financial Partners Inc | 5,106 | $493.9K | 0.01% | −157−3.0% | Reduced |
| Northwest Capital Management Inc | 5,150 | $498.2K | 0.16% | 00.0% | Unchanged |
| Cordatus Wealth Management LLC | 5,167 | $500.0K | 0.36% | +258+5.3% | Added |
| Hall Capital Management Co Inc | 5,178 | $500.8K | 0.25% | +146+2.9% | Added |
| Canal Capital Management, LLC | 5,184 | $501.4K | 0.08% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 5,000 | $502.3K | 0.07% | +5,000 | New |
| American Trust Investment Advisors, LLC | 5,197 | $502.7K | 0.24% | −35−0.7% | Reduced |
| Motco | 5,202 | $503.2K | 0.03% | +594+12.9% | Added |
| Circle Wealth Management, LLC | 5,230 | $505.9K | 0.01% | +337+6.9% | Added |
| Carr Financial Group Corp | 5,253 | $508.1K | 0.17% | 00.0% | Unchanged |
| Ignite Planners, LLC | 5,326 | $510.5K | 0.14% | −1,015−16.0% | Reduced |
| BKM Wealth Management, LLC | 5,297 | $512.4K | 0.22% | +4,732+837.5% | Added |
| Forza Wealth Management, LLC | 5,319 | $514.5K | 0.27% | 00.0% | Unchanged |
| Dillon & Associates Inc | 5,323 | $516.0K | 0.08% | −200−3.6% | Reduced |
| First City Capital Management, Inc. | 5,335 | $516.1K | 0.29% | −62−1.1% | Reduced |
| Sivia Capital Partners, LLC | 5,345 | $517.0K | 0.35% | +56+1.1% | Added |
| Personal Cfo Solutions, LLC | 5,368 | $519.2K | 0.08% | +277+5.4% | Added |
| Savant Capital, LLC | 5,407 | $523.1K | 0.01% | −2,096−27.9% | Reduced |
| Baker Tilly Wealth Management, LLC | 5,408 | $523.1K | 0.09% | −81−1.5% | Reduced |
| MB, Levis & Associates, LLC | 5,410 | $523.3K | 0.28% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 5,638 | $527.3K | 0.08% | +5,638 | New |
| Allen Wealth Management, LLC | 5,474 | $529.5K | 0.47% | −10,047−64.7% | Reduced |
| Monticello Wealth Management, LLC | 5,481 | $530.2K | 0.05% | −1,535−21.9% | Reduced |
| First American Trust, FSB | 5,491 | $531.1K | 0.06% | +202+3.8% | Added |
| St Germain D J Co Inc | 5,492 | $531.2K | 0.03% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 5,505 | $532.5K | 0.08% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 5,509 | $532.9K | 0.08% | +147+2.7% | Added |
| Range Financial Group LLC | 5,523 | $534.2K | 0.28% | +5,523 | New |
| Five Oceans Advisors | 5,546 | $536.5K | 0.28% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 5,574 | $539.2K | 0.18% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 5,578 | $539.6K | 0.03% | −13−0.2% | Reduced |
| AE Wealth Management LLC | 5,660 | $547.5K | 0.01% | −15,681−73.5% | Reduced |
| Graypoint LLC | 5,668 | $548.2K | 0.04% | −41−0.7% | Reduced |
| Nilsine Partners, LLC | 5,679 | $549.3K | 0.08% | −226−3.8% | Reduced |
| Patton Albertson Miller Group, LLC | 5,681 | $549.5K | 0.08% | −83−1.4% | Reduced |