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 |
|---|---|---|---|---|---|
| Cypress Asset Management Inc | 8,146 | $802.5K | 0.22% | −100−1.2% | Reduced |
| V-Square Quantitative Management LLC | 8,395 | $803.6K | 0.13% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 8,360 | $808.7K | 0.13% | +1,200+16.8% | Added |
| Stratos Wealth Advisors, LLC | 8,410 | $813.5K | 0.05% | −247−2.9% | Reduced |
| Epoch Investment Partners, Inc. | 8,436 | $816.0K | 0.00% | −24−0.3% | Reduced |
| Davidson Trust Co | 8,504 | $822.6K | 0.48% | +640+8.1% | Added |
| Boston Financial Mangement LLC | 8,533 | $825.4K | 0.03% | −775−8.3% | Reduced |
| Hilltop Holdings Inc. | 8,549 | $826.9K | 0.09% | +435+5.4% | Added |
| Bangor Savings Bank | 8,597 | $831.6K | 0.09% | −86−1.0% | Reduced |
| Lake Street Advisors Group, LLC | 8,284 | $832.2K | 0.04% | +26+0.3% | Added |
| Farther Finance Advisors, LLC | 8,714 | $835.4K | 0.05% | +1,375+18.7% | Added |
| Hamel Associates, Inc. | 8,645 | $836.2K | 0.27% | −500−5.5% | Reduced |
| JNBA Financial Advisors | 8,660 | $837.6K | 0.09% | −25−0.3% | Reduced |
| Eqis Capital Management, Inc. | 8,703 | $841.8K | 0.07% | −510−5.5% | Reduced |
| Associated Banc-Corp | 8,718 | $843.3K | 0.03% | −103−1.2% | Reduced |
| 1620 Investment Advisors, Inc. | 176 | $844.5K | 0.86% | −8,754−98.0% | Reduced |
| Beacon Investment Advisory Services, Inc. | 8,808 | $852.0K | 0.04% | −1,122−11.3% | Reduced |
| Beaton Management Co. Inc. | 8,873 | $858.0K | 0.47% | 00.0% | Unchanged |
| Kennon-Green & Company, LLC | 8,961 | $866.8K | 0.81% | −685−7.1% | Reduced |
| Sittner & Nelson, LLC | 9,045 | $874.9K | 0.44% | +43+0.5% | Added |
| Kingsview Wealth Management, LLC | 9,046 | $875.1K | 0.02% | +517+6.1% | Added |
| King Luther Capital Management Corp | 9,067 | $877.1K | 0.00% | +880+10.7% | Added |
| Pitcairn Co | 9,108 | $881.0K | 0.06% | +454+5.2% | Added |
| Holderness Investments Co | 9,155 | $885.6K | 0.22% | −125−1.3% | Reduced |
| Clarius Group, LLC | 9,335 | $903.0K | 0.06% | −636−6.4% | Reduced |
| Adviser Investments LLC | 9,360 | $905.4K | 0.01% | +300+3.3% | Added |
| Leo Wealth, LLC | 9,404 | $907.5K | 0.09% | −578−5.8% | Reduced |
| DGS Capital Management, LLC | 9,407 | $909.9K | 0.26% | +102+1.1% | Added |
| Ieq Capital, LLC | 9,493 | $918.3K | 0.01% | +35+0.4% | Added |
| Federation des caisses Desjardins du Quebec | 9,573 | $926.0K | 0.01% | −56,150−85.4% | Reduced |
| Kensington Investment Counsel, LLC | 9,621 | $930.6K | 0.43% | −187−1.9% | Reduced |
| New Hampshire Trust | 9,623 | $930.8K | 0.22% | −554−5.4% | Reduced |
| XML Financial, LLC | 9,675 | $935.9K | 0.10% | −2,415−20.0% | Reduced |
| Drexel Morgan & Co. | 9,720 | $940.2K | 0.19% | 00.0% | Unchanged |
| Simmons Bank | 9,724 | $940.6K | 0.07% | +12+0.1% | Added |
| Dempze Nancy E | 9,787 | $946.7K | 0.72% | −9,359−48.9% | Reduced |
| Atomi Financial Group, Inc. | 9,812 | $949.1K | 0.09% | +1,244+14.5% | Added |
| Unique Wealth Strategies, LLC | 9,826 | $950.5K | 0.47% | +1,656+20.3% | Added |
| Becker Capital Management Inc | 9,861 | $953.9K | 0.03% | +145+1.5% | Added |
| Nicholas Hoffman & Company, LLC. | 9,921 | $959.7K | 0.05% | +64+0.6% | Added |
| Harbour Trust & Investment Management Co | 9,945 | $962.0K | 0.12% | −150−1.5% | Reduced |
| Financial Advocates Investment Management | 9,945 | $962.0K | 0.06% | −156−1.5% | Reduced |
| FRG Family Wealth Advisors LLC | 9,925 | $964.0K | 0.19% | −350−3.4% | Reduced |
| KCM Investment Advisors LLC | 10,028 | $970.0K | 0.04% | −111−1.1% | Reduced |
| Mission Wealth Management, LP | 10,037 | $970.9K | 0.03% | +701+7.5% | Added |
| Cambridge Advisors Inc. | 10,075 | $974.6K | 0.23% | −700−6.5% | Reduced |
| Castlekeep Investment Advisors LLC | 10,079 | $974.9K | 0.70% | −1,069−9.6% | Reduced |
| Mystic Asset Management, Inc. | 10,084 | $975.4K | 0.40% | +600+6.3% | Added |
| Centiva Capital, LP | 10,104 | $977.4K | 0.06% | +10,104 | New |
| Walleye Trading LLC | 10,138 | $980.6K | 0.02% | −28,715−73.9% | Reduced |
| CX Institutional | 10,202 | $986.8K | 0.05% | −53−0.5% | Reduced |
| Welch Group, LLC | 10,226 | $989.2K | 0.05% | −556−5.2% | Reduced |
| Lincoln National Corp | 10,302 | $996.6K | 0.02% | −524−4.8% | Reduced |
| Umb Bank N A | 10,395 | $1.01M | 0.02% | −496−4.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 10,448 | $1.01M | 0.04% | +402+4.0% | Added |
| Old Mission Capital LLC | 10,465 | $1.01M | 0.02% | +10,465 | New |
| Scott & Selber, Inc. | 10,485 | $1.01M | 0.35% | −41−0.4% | Reduced |
| BNP Paribas Arbitrage, SA | 10,499 | $1.02M | 0.00% | +2,463+30.6% | Added |
| Mayflower Financial Advisors, LLC | 10,570 | $1.02M | 0.17% | +175+1.7% | Added |
| Merit Financial Group, LLC | 10,515 | $1.02M | 0.02% | +8,509+424.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 10,594 | $1.02M | 0.00% | −669−5.9% | Reduced |
| Bayesian Capital Management, LP | 10,600 | $1.03M | 0.10% | +10,600 | New |
| Campbell & CO Investment Adviser LLC | 10,664 | $1.03M | 0.09% | +7,697+259.4% | Added |
| Aaron Wealth Advisors | 10,722 | $1.04M | 0.15% | +4,818+81.6% | Added |
| Strategic Global Advisors, LLC | 10,737 | $1.04M | 0.22% | −103−1.0% | Reduced |
| Ar Asset Management Inc | 10,750 | $1.04M | 0.25% | 00.0% | Unchanged |
| LCNB Corp | 10,809 | $1.05M | 0.38% | −575−5.1% | Reduced |
| Mutual Advisors, LLC | 10,844 | $1.05M | 0.03% | +1,672+18.2% | Added |
| TD Private Client Wealth LLC | 10,906 | $1.05M | 0.03% | −1,026−8.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 10,962 | $1.06M | 0.00% | −66,251−85.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 10,922 | $1.06M | 0.15% | +4,943+82.7% | Added |
| South State Corp. | 10,985 | $1.06M | 0.08% | −324−2.9% | Reduced |
| Silvercrest Asset Management Group LLC | 10,994 | $1.06M | 0.01% | +500+4.8% | Added |
| Carnegie Capital Asset Management, LLC | 11,035 | $1.07M | 0.03% | −535−4.6% | Reduced |
| Transcend Wealth Collective, LLC | 11,220 | $1.09M | 0.09% | −100−0.9% | Reduced |
| Eagle Asset Management Inc | 11,347 | $1.09M | 0.01% | −366−3.1% | Reduced |
| Quadcap Wealth Management, LLC | 11,364 | $1.10M | 0.25% | −1,660−12.7% | Reduced |
| Chilton Capital Management LLC | 11,388 | $1.10M | 0.05% | +708+6.6% | Added |
| Bryn Mawr Trust Co | 11,388 | $1.10M | 0.04% | +11,388 | New |
| Court Place Advisors, LLC | 11,395 | $1.10M | 0.36% | −1,400−10.9% | Reduced |
| Flputnam Investment Management Co | 11,398 | $1.10M | 0.02% | +2,472+27.7% | Added |
| Semmax Financial Advisors Inc. | 10,806 | $1.11M | 0.36% | +1,554+16.8% | Added |
| Greenwich Wealth Management LLC | 11,476 | $1.11M | 0.09% | 00.0% | Unchanged |
| NBC Securities, Inc. | 10,395 | $1.11M | 0.10% | +367+3.7% | Added |
| Williams Jones Wealth Management, LLC. | 11,537 | $1.12M | 0.01% | −530−4.4% | Reduced |
| Venture Visionary Partners LLC | 11,544 | $1.12M | 0.05% | +400+3.6% | Added |
| Legacy Financial Advisors, Inc. | 11,554 | $1.12M | 0.20% | +810+7.5% | Added |
| Ameritas Advisory Services, LLC | 11,530 | $1.12M | 0.05% | +111+1.0% | Added |
| Wedbush Securities Inc | 11,555 | $1.12M | 0.04% | +5,655+95.8% | Added |
| First Horizon Advisors, Inc. | 11,627 | $1.12M | 0.03% | −48−0.4% | Reduced |
| Intrust Bank NA | 11,664 | $1.13M | 0.12% | −719−5.8% | Reduced |
| Highland Capital Management, LLC | 11,694 | $1.13M | 0.07% | +12+0.1% | Added |
| Horizon Kinetics Asset Management LLC | 11,797 | $1.14M | 0.02% | 00.0% | Unchanged |
| Creegan & Nassoura Financial Group, LLC | 12,000 | $1.16M | 0.78% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 12,050 | $1.17M | 0.03% | +3,179+35.8% | Added |
| Trust Co of Oklahoma | 12,074 | $1.17M | 0.41% | −24−0.2% | Reduced |
| Level Four Advisory Services, LLC | 11,583 | $1.17M | 0.06% | +192+1.7% | Added |
| Advisory Resource Group | 12,093 | $1.17M | 0.27% | +4,797+65.7% | Added |
| Baker Ellis Asset Management LLC | 12,169 | $1.18M | 0.18% | −600−4.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 12,195 | $1.18M | 0.02% | +107+0.9% | Added |