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 |
|---|---|---|---|---|---|
| Abundance Wealth Counselors | 12,199 | $1.18M | 0.27% | +266+2.2% | Added |
| Abbrea Capital, LLC | 11,756 | $1.18M | 0.16% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 12,245 | $1.18M | 0.04% | −3,053−20.0% | Reduced |
| Balyasny Asset Management LLC | 12,274 | $1.19M | 0.00% | +7,208+142.3% | Added |
| Voya Financial Advisors, Inc. | 12,445 | $1.19M | 0.14% | +1,309+11.8% | Added |
| Stratos Wealth Partners, LTD. | 12,406 | $1.20M | 0.02% | −1,007−7.5% | Reduced |
| Kidder Stephen W | 12,409 | $1.20M | 0.38% | −7,847−38.7% | Reduced |
| Kathmere Capital Management, LLC | 12,479 | $1.21M | 0.14% | +1,311+11.7% | Added |
| Glass Wealth Management Co LLC | 12,525 | $1.21M | 0.74% | +12,525 | New |
| Pine Valley Investments Ltd Liability Co | 12,555 | $1.21M | 0.09% | −104−0.8% | Reduced |
| Foster & Motley Inc | 12,558 | $1.22M | 0.08% | +3,110+32.9% | Added |
| Bessemer Group Inc | 12,573 | $1.22M | 0.00% | −2,398−16.0% | Reduced |
| Ativo Capital Management LLC | 12,631 | $1.22M | 1.23% | +1,317+11.6% | Added |
| Arnhold LLC | 12,636 | $1.22M | 0.13% | 00.0% | Unchanged |
| Qtron Investments LLC | 12,644 | $1.22M | 0.17% | +889+7.6% | Added |
| WSFS Capital Management, LLC | 12,721 | $1.23M | 0.07% | −180−1.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12,730 | $1.23M | 0.06% | +1,013+8.6% | Added |
| Brookstone Capital Management | 12,833 | $1.24M | 0.02% | +162+1.3% | Added |
| BTC Capital Management, Inc. | 12,901 | $1.25M | 0.11% | +12,901 | New |
| Boston Family Office LLC | 12,935 | $1.25M | 0.09% | −150−1.1% | Reduced |
| Apollon Wealth Management, LLC | 12,995 | $1.26M | 0.04% | −55−0.4% | Reduced |
| EP Wealth Advisors, LLC | 13,104 | $1.27M | 0.01% | +2,052+18.6% | Added |
| Boston Private Wealth LLC | 13,159 | $1.27M | 0.03% | −2,946−18.3% | Reduced |
| Arjuna Capital | 13,204 | $1.28M | 0.36% | −9,927−42.9% | Reduced |
| West Oak Capital, LLC | 13,208 | $1.28M | 0.54% | +250+1.9% | Added |
| Guyasuta Investment Advisors Inc | 12,674 | $1.28M | 0.09% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 13,362 | $1.29M | 0.01% | +7,775+139.2% | Added |
| AIMZ Investment Advisors, LLC | 13,478 | $1.30M | 0.49% | −50−0.4% | Reduced |
| Albert D Mason Inc | 13,488 | $1.30M | 0.81% | +17+0.1% | Added |
| Physicians Financial Services, Inc. | 13,543 | $1.31M | 0.46% | −400−2.9% | Reduced |
| Beverly Hills Private Wealth, LLC | 13,650 | $1.32M | 0.30% | −1,098−7.4% | Reduced |
| Acadian Asset Management LLC | 13,659 | $1.32M | 0.00% | −34,499−71.6% | Reduced |
| IAM Advisory, LLC | 13,710 | $1.33M | 0.36% | +452+3.4% | Added |
| Raymond James Trust N.A. | 13,768 | $1.33M | 0.03% | −39−0.3% | Reduced |
| Sepio Capital, LP | 13,852 | $1.34M | 0.11% | −1,257−8.3% | Reduced |
| Kovitz Investment Group Partners, LLC | 13,897 | $1.34M | 0.02% | +9,308+202.8% | Added |
| Nomura Holdings Inc | 13,963 | $1.35M | 0.01% | +13,963 | New |
| Archford Capital Strategies, LLC | 14,073 | $1.36M | 0.23% | +357+2.6% | Added |
| Walleye Capital LLC | 14,298 | $1.38M | 0.02% | +14,298 | New |
| Eldred Rock Partners, LLC | 14,379 | $1.39M | 0.76% | +588+4.3% | Added |
| Sandy Spring Bank | 14,416 | $1.39M | 0.06% | +19+0.1% | Added |
| Dynamic Advisor Solutions LLC | 14,417 | $1.39M | 0.05% | −3,812−20.9% | Reduced |
| SevenBridge Financial Group, LLC | 14,373 | $1.40M | 0.32% | −1,076−7.0% | Reduced |
| Schechter Investment Advisors, LLC | 14,495 | $1.40M | 0.10% | +1,747+13.7% | Added |
| Grimes & Company, Inc. | 14,522 | $1.40M | 0.04% | −478−3.2% | Reduced |
| Aberdeen Wealth Management LLC | 14,540 | $1.41M | 0.82% | +800+5.8% | Added |
| Old National Bancorp | 14,573 | $1.41M | 0.03% | +1,401+10.6% | Added |
| Coastline Trust Co | 14,661 | $1.42M | 0.17% | −820−5.3% | Reduced |
| Empire Financial Management Company, LLC | 14,661 | $1.42M | 0.47% | +4,595+45.6% | Added |
| Northstar Asset Management LLC | 14,875 | $1.44M | 0.35% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 14,943 | $1.45M | 0.43% | −588−3.8% | Reduced |
| Mosaic Financial Group, LLC | 14,952 | $1.45M | 1.16% | +14,952 | New |
| World Equity Group, Inc. | 14,974 | $1.45M | 0.30% | +1,416+10.4% | Added |
| Richard P Slaughter Associates Inc | 14,988 | $1.45M | 0.35% | −443−2.9% | Reduced |
| Stonebridge Capital Management Inc | 15,025 | $1.45M | 0.65% | +600+4.2% | Added |
| CNB Bank | 15,060 | $1.46M | 0.71% | +198+1.3% | Added |
| Vident Advisory, LLC | 15,060 | $1.46M | 0.03% | +1,834+13.9% | Added |
| Lido Advisors, LLC | 14,528 | $1.46M | 0.01% | +1,572+12.1% | Added |
| SG Americas Securities, LLC | 15,113 | $1.46M | 0.01% | −27,934−64.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 15,127 | $1.46M | 0.10% | +808+5.6% | Added |
| Evergreen Capital Management LLC | 14,692 | $1.47M | 0.06% | +1,172+8.7% | Added |
| Buckingham Strategic Wealth, LLC | 15,313 | $1.48M | 0.02% | −16,764−52.3% | Reduced |
| Marco Investment Management LLC | 15,330 | $1.48M | 0.14% | +1,560+11.3% | Added |
| Altman Advisors, Inc. | 15,516 | $1.49M | 0.72% | +582+3.9% | Added |
| Ballentine Partners, LLC | 15,380 | $1.49M | 0.03% | +1,788+13.2% | Added |
| Kahn Brothers Group Inc | 15,413 | $1.49M | 0.22% | −2,650−14.7% | Reduced |
| Vise Technologies, Inc. | 15,679 | $1.52M | 0.30% | −641−3.9% | Reduced |
| Lowe Brockenbrough & Co Inc | 15,169 | $1.52M | 0.10% | −1,121−6.9% | Reduced |
| Kestra Private Wealth Services, LLC | 15,897 | $1.54M | 0.03% | −1,623−9.3% | Reduced |
| Park National Corp | 16,034 | $1.55M | 0.06% | −1,878−10.5% | Reduced |
| Parsons Capital Management Inc | 16,095 | $1.56M | 0.11% | −1,014−5.9% | Reduced |
| Patten Group, Inc. | 16,110 | $1.56M | 0.38% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 16,112 | $1.56M | 0.07% | −754−4.5% | Reduced |
| Snowden Capital Advisors LLC | 15,524 | $1.56M | 0.05% | +462+3.1% | Added |
| FineMark National Bank & Trust | 16,148 | $1.56M | 0.06% | +1,596+11.0% | Added |
| Lester Murray Antman dba SimplyRich | 16,143 | $1.56M | 0.50% | +66+0.4% | Added |
| Rothschild Investment LLC | 16,155 | $1.56M | 0.11% | −31−0.2% | Reduced |
| Ascent Wealth Partners, LLC | 16,210 | $1.57M | 0.23% | +239+1.5% | Added |
| Ellevest, Inc. | 16,250 | $1.57M | 0.10% | +1,177+7.8% | Added |
| Principal Securities, Inc. | 16,361 | $1.58M | 0.05% | −3,788−18.8% | Reduced |
| Delphi Management Inc | 16,479 | $1.59M | 1.24% | +1,329+8.8% | Added |
| Guggenheim Capital LLC | 16,503 | $1.60M | 0.01% | +269+1.7% | Added |
| Quadrant Capital Group LLC | 16,781 | $1.62M | 0.13% | −84−0.5% | Reduced |
| Voya Investment Management LLC | 16,995 | $1.64M | 0.00% | −10,440−38.1% | Reduced |
| Danske Bank A/S | 16,995 | $1.64M | 0.01% | +16,995 | New |
| Benedict Financial Advisors Inc | 17,013 | $1.65M | 0.42% | −143−0.8% | Reduced |
| Valley National Advisers Inc | 17,145 | $1.66M | 0.25% | −304−1.7% | Reduced |
| SageView Advisory Group, LLC | 6,996 | $1.67M | 0.10% | +3,929+128.1% | Added |
| Greenleaf Trust | 17,367 | $1.68M | 0.02% | −278−1.6% | Reduced |
| CAPROCK Group, Inc. | 16,736 | $1.68M | 0.10% | −417−2.4% | Reduced |
| Advisors Management Group Inc | 17,395 | $1.68M | 0.42% | −78−0.4% | Reduced |
| Prospera Financial Services Inc | 17,422 | $1.69M | 0.05% | +71+0.4% | Added |
| Perigon Wealth Management, LLC | 17,621 | $1.70M | 0.05% | +666+3.9% | Added |
| Compass Wealth Management LLC | 17,625 | $1.70M | 0.43% | −660−3.6% | Reduced |
| Prudential Financial Inc | 17,711 | $1.71M | 0.00% | −7,557−29.9% | Reduced |
| Grey Street Capital, LLC | 17,188 | $1.73M | 0.23% | +17,188 | New |
| Independent Investors Inc | 17,900 | $1.73M | 0.41% | 00.0% | Unchanged |
| Headinvest, LLC | 17,978 | $1.74M | 0.34% | −37−0.2% | Reduced |
| Atlantic Union Bankshares Corp | 18,017 | $1.74M | 0.15% | −1,349−7.0% | Reduced |
| Boston Partners | 18,017 | $1.74M | 0.00% | −13,759−43.3% | Reduced |