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 |
|---|---|---|---|---|---|
| BancorpSouth Bank | 5,686 | $550.0K | 0.04% | −310−5.2% | Reduced |
| E&G Advisors, LP | 5,694 | $550.7K | 0.17% | −60−1.0% | Reduced |
| HB Wealth Management, LLC | 5,694 | $550.8K | 0.01% | +1,317+30.1% | Added |
| Hartford Funds Management Co LLC | 5,717 | $553.0K | 0.05% | +672+13.3% | Added |
| Penbrook Management LLC | 5,760 | $557.2K | 0.35% | 00.0% | Unchanged |
| HF Advisory Group, LLC | 5,797 | $560.7K | 0.31% | +1,087+23.1% | Added |
| PFG Investments, LLC | 5,811 | $562.1K | 0.03% | +5,811 | New |
| Cullen Investment Group, Ltd. | 5,955 | $562.2K | 0.09% | +33+0.6% | Added |
| CVA Family Office, LLC | 5,891 | $569.8K | 0.10% | 00.0% | Unchanged |
| Juncture Wealth Strategies, LLC | 5,900 | $570.7K | 0.25% | −298−4.8% | Reduced |
| Sigma Planning Corp | 5,908 | $571.5K | 0.02% | +3,546+150.1% | Added |
| NTV Asset Management LLC | 5,921 | $572.7K | 0.09% | −550−8.5% | Reduced |
| Radnor Capital Management, LLC | 5,925 | $573.0K | 0.10% | −300−4.8% | Reduced |
| Lazard Asset Management LLC | 5,944 | $574.0K | 0.00% | −485−7.5% | Reduced |
| Cyndeo Wealth Partners, LLC | 5,949 | $575.5K | 0.05% | −22−0.4% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 5,954 | $575.9K | 0.14% | 00.0% | Unchanged |
| McDaniel Terry & Co | 5,984 | $579.0K | 0.05% | −5,527−48.0% | Reduced |
| Privium Fund Management B.V. | 6,000 | $580.4K | 0.15% | −3,980−39.9% | Reduced |
| Cohen Klingenstein LLC | 6,000 | $580.4K | 0.02% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 6,027 | $583.0K | 0.01% | +6,027 | New |
| Ascent Group, LLC | 6,071 | $587.2K | 0.05% | −189−3.0% | Reduced |
| Visionary Horizons, LLC | 6,305 | $589.6K | 0.46% | −265−4.0% | Reduced |
| TD Waterhouse Canada Inc. | 5,976 | $589.7K | 0.00% | +5+0.1% | Added |
| Keystone Financial Services | 6,100 | $590.0K | 0.26% | −30.0% | Reduced |
| Oarsman Capital, Inc. | 6,187 | $598.5K | 0.14% | −128−2.0% | Reduced |
| Schulhoff & Co Inc | 6,204 | $600.1K | 0.26% | +153+2.5% | Added |
| Change Path, LLC | 6,239 | $604.0K | 0.02% | +6,239 | New |
| Essex Financial Services, Inc. | 6,247 | $604.3K | 0.06% | −159−2.5% | Reduced |
| Redhawk Wealth Advisors, Inc. | 6,269 | $606.4K | 0.10% | +822+15.1% | Added |
| Jeppson Wealth Management, LLC | 6,313 | $610.7K | 0.24% | −64−1.0% | Reduced |
| J.W. Cole Advisors, Inc. | 6,314 | $610.8K | 0.03% | +464+7.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 6,327 | $612.0K | 0.01% | −81−1.3% | Reduced |
| Jacobi Capital Management LLC | 6,391 | $618.2K | 0.06% | −535−7.7% | Reduced |
| Mraz, Amerine & Associates, Inc. | 6,398 | $618.9K | 0.12% | −33−0.5% | Reduced |
| Alera Investment Advisors, LLC | 6,405 | $619.5K | 0.08% | +6,405 | New |
| CFO4Life Group, LLC | 6,406 | $619.7K | 0.11% | −609−8.7% | Reduced |
| Principal Street Partners, LLC | 6,080 | $620.8K | 0.12% | +4,091+205.7% | Added |
| Regions Financial Corp | 6,419 | $620.9K | 0.00% | +13+0.2% | Added |
| Neville Rodie & Shaw Inc | 6,460 | $624.0K | 0.05% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 6,548 | $633.4K | 0.32% | 00.0% | Unchanged |
| Csenge Advisory Group | 6,556 | $634.2K | 0.04% | −1,365−17.2% | Reduced |
| Dakota Wealth Management | 6,587 | $637.2K | 0.02% | −1,718−20.7% | Reduced |
| 1832 Asset Management L.P. | 6,595 | $637.9K | 0.00% | −3,004−31.3% | Reduced |
| Resources Investment Advisors, LLC. | 6,671 | $645.3K | 0.01% | −1,238−15.7% | Reduced |
| Gladstone Institutional Advisory LLC | 6,675 | $645.6K | 0.04% | −1,215−15.4% | Reduced |
| Peoples Bank | 6,683 | $646.4K | 0.51% | −290−4.2% | Reduced |
| Salem Investment Counselors Inc | 6,432 | $646.5K | 0.02% | −10−0.2% | Reduced |
| Headlands Technologies LLC | 6,687 | $646.8K | 0.16% | +6,687 | New |
| Coldstream Capital Management Inc | 6,702 | $648.3K | 0.02% | +307+4.8% | Added |
| Oxford Wealth Group, LLC | 6,800 | $657.8K | 0.60% | +6,800 | New |
| Belvedere Trading LLC | 6,832 | $660.9K | 0.05% | −7,934−53.7% | Reduced |
| Stephens Inc | 6,956 | $672.9K | 0.01% | +81+1.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,096 | $675.0K | 0.01% | −715−9.2% | Reduced |
| Susquehanna International Group, LLP | 7,015 | $678.6K | 0.00% | −13,079−65.1% | Reduced |
| Klingenstein Fields & Co LP | 7,043 | $681.3K | 0.03% | −1,700−19.4% | Reduced |
| Rehmann Capital Advisory Group | 7,043 | $681.3K | 0.05% | +103+1.5% | Added |
| Fulton Bank, N.A. | 7,086 | $685.4K | 0.03% | −1,269−15.2% | Reduced |
| St. Clair Advisors, LLC | 7,092 | $686.0K | 0.22% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 7,022 | $690.6K | 0.02% | +350+5.2% | Added |
| Douglass Winthrop Advisors, LLC | 7,148 | $691.4K | 0.01% | +210+3.0% | Added |
| BBR Partners, LLC | 7,158 | $692.4K | 0.06% | +2,959+70.5% | Added |
| Liberty One Investment Management, LLC | 7,184 | $694.9K | 0.08% | −917−11.3% | Reduced |
| Twin City Private Wealth, LLC | 6,943 | $695.5K | 0.68% | +6,943 | New |
| Lantz Financial LLC | 7,194 | $695.9K | 0.22% | −265−3.6% | Reduced |
| Cookson Peirce & Co Inc | 7,220 | $698.0K | 0.04% | −42−0.6% | Reduced |
| Harbour Investments, Inc. | 7,226 | $698.9K | 0.02% | +51+0.7% | Added |
| Callan Capital, LLC | 7,226 | $699.0K | 0.06% | +2,598+56.1% | Added |
| Smart Money Group LLC | 7,264 | $705.5K | 0.27% | +1,459+25.1% | Added |
| Avidian Wealth Solutions, LLC | 7,314 | $707.5K | 0.04% | −685−8.6% | Reduced |
| Romano Brothers and Company | 7,356 | $711.5K | 0.10% | 00.0% | Unchanged |
| Lantern Wealth Advisors, LLC | 7,400 | $715.8K | 0.50% | −100−1.3% | Reduced |
| RSM US Wealth Management LLC | 7,485 | $724.1K | 0.02% | +2,378+46.6% | Added |
| Marotta Asset Management | 7,492 | $724.7K | 0.15% | −71−0.9% | Reduced |
| Page Arthur B | 7,505 | $726.0K | 0.75% | −9,839−56.7% | Reduced |
| Covenant Partners, LLC | 7,542 | $729.5K | 0.21% | −307−3.9% | Reduced |
| Quantitative Investment Management, LLC | 7,557 | $730.0K | 0.04% | −17,147−69.4% | Reduced |
| Northcape Wealth Management, LLC | 7,572 | $732.4K | 0.27% | −1,690−18.2% | Reduced |
| Montag A & Associates Inc | 7,575 | $732.7K | 0.04% | −398−5.0% | Reduced |
| BSW Wealth Partners | 7,576 | $732.8K | 0.12% | −795−9.5% | Reduced |
| Ruggaard & Associates LLC | 7,609 | $736.0K | 0.35% | +97+1.3% | Added |
| Central Trust Co | 7,635 | $738.5K | 0.02% | −510−6.3% | Reduced |
| MQS Management LLC | 7,651 | $740.1K | 0.42% | +7,651 | New |
| Means Investment Co., Inc. | 7,684 | $743.2K | 0.10% | −390−4.8% | Reduced |
| Anchor Investment Management, LLC | 7,701 | $744.9K | 0.08% | +17+0.2% | Added |
| Modera Wealth Management, LLC | 7,749 | $749.6K | 0.01% | −30−0.4% | Reduced |
| PDS Planning, Inc | 7,765 | $751.1K | 0.08% | +62+0.8% | Added |
| Thornburg Investment Management Inc | 7,800 | $754.5K | 0.01% | +966+14.1% | Added |
| Sage Rhino Capital LLC | 7,806 | $755.1K | 0.18% | +162+2.1% | Added |
| Tiaa Trust, National Association | 7,852 | $759.5K | 0.00% | +1,666+26.9% | Added |
| West Family Investments, Inc. | 7,869 | $761.2K | 0.24% | +284+3.7% | Added |
| Mather Group, LLC. | 7,553 | $762.6K | 0.01% | −1,922−20.3% | Reduced |
| Elmwood Wealth Management, Inc. | 7,924 | $766.5K | 0.33% | +3,216+68.3% | Added |
| Moneta Group Investment Advisors LLC | 483 | $775.7K | 0.01% | −5,562−92.0% | Reduced |
| Mill Capital Management, LLC | 8,084 | $782.0K | 0.07% | −300−3.6% | Reduced |
| Burns J W & Co Inc | 8,084 | $782.0K | 0.11% | +170+2.1% | Added |
| Shelton Capital Management | 8,086 | $782.2K | 0.02% | +5,386+199.5% | Added |
| Banco de Sabadell, S.A | 8,125 | $789.0K | 0.59% | −31−0.4% | Reduced |
| Fort Sheridan Advisors LLC | 8,159 | $789.2K | 0.15% | +145+1.8% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 8,196 | $792.8K | 0.09% | +4,660+131.8% | Added |
| Valmark Advisers, Inc. | 8,292 | $802.1K | 0.01% | +48+0.6% | Added |