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; 1,625 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 | 1,625 | $21.3B |
| Q1 2026 | 1,604 | $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 |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 24,387 | $2.36M | 0.05% | −392−1.6% | Reduced |
| EagleClaw Capital Managment, LLC | 24,284 | $2.35M | 0.43% | +660+2.8% | Added |
| Daymark Wealth Partners, LLC | 24,277 | $2.35M | 0.13% | +856+3.7% | Added |
| Notis-McConarty Edward | 24,161 | $2.34M | 0.92% | −12,570−34.2% | Reduced |
| Integrated Wealth Concepts LLC | 23,917 | $2.31M | 0.03% | −879−3.5% | Reduced |
| Forum Financial Management, LP | 23,822 | $2.30M | 0.04% | 00.0% | Unchanged |
| Delaney Dennis R | 23,775 | $2.30M | 1.25% | −7,080−22.9% | Reduced |
| Benjamin Edwards Inc | 23,736 | $2.30M | 0.46% | +682+3.0% | Added |
| Diamond Hill Capital Management Inc | 23,534 | $2.28M | 0.01% | +2,560+12.2% | Added |
| Cubic Asset Management, LLC | 23,493 | $2.27M | 0.54% | −200−0.8% | Reduced |
| Fca Corp | 23,249 | $2.25M | 0.73% | −55−0.2% | Reduced |
| McKinley Capital Management LLC /Delaware | 23,069 | $2.23M | 0.27% | +5,931+34.6% | Added |
| Beacon Financial Group | 22,787 | $2.20M | 0.25% | −1,204−5.0% | Reduced |
| Clearstead Advisors, LLC | 21,398 | $2.19M | 0.11% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 22,590 | $2.19M | 1.42% | +340+1.5% | Added |
| First Hawaiian Bank | 22,552 | $2.18M | 0.07% | +458+2.1% | Added |
| Broderick Brian C | 21,834 | $2.11M | 0.45% | −6,126−21.9% | Reduced |
| Commerce Bank | 21,712 | $2.10M | 0.01% | −614−2.8% | Reduced |
| Graham Capital Management, L.P. | 21,683 | $2.10M | 0.06% | −6,202−22.2% | Reduced |
| Marietta Investment Partners LLC | 21,544 | $2.08M | 0.46% | +392+1.9% | Added |
| Huntington National Bank | 21,544 | $2.08M | 0.02% | −1,589−6.9% | Reduced |
| Everett Harris & Co | 21,493 | $2.08M | 0.03% | −590−2.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 21,408 | $2.07M | 0.03% | +1,157+5.7% | Added |
| HighPoint Advisor Group LLC | 20,193 | $2.06M | 0.15% | +625+3.2% | Added |
| Veriti Management LLC | 21,128 | $2.04M | 0.15% | +568+2.8% | Added |
| Mitchell & Pahl Private Wealth, LLC | 21,066 | $2.04M | 1.07% | +395+1.9% | Added |
| Palisade Asset Management, LLC | 21,024 | $2.03M | 0.20% | −1,859−8.1% | Reduced |
| Arvest Investments, Inc. | 20,646 | $2.00M | 0.32% | −3,608−14.9% | Reduced |
| Stock Yards Bank & Trust Co | 20,566 | $1.99M | 0.07% | +24+0.1% | Added |
| Alyeska Investment Group, L.P. | 20,321 | $1.97M | 0.01% | −735,078−97.3% | Reduced |
| Azzad Asset Management Inc | 20,284 | $1.96M | 0.23% | +161+0.8% | Added |
| Ipswich Investment Management Co., Inc. | 20,227 | $1.96M | 0.46% | 00.0% | Unchanged |
| Capital Wealth Planning, LLC | 20,024 | $1.94M | 0.02% | +4,088+25.7% | Added |
| Penserra Capital Management LLC | 20,024 | $1.94M | 0.02% | +4,088+25.7% | Added |
| Old Port Advisors | 19,958 | $1.93M | 0.59% | +142+0.7% | Added |
| Foresight Capital Management Advisors, Inc. | 19,954 | $1.93M | 1.47% | +1,121+6.0% | Added |
| Mason & Associates, LLC | 19,954 | $1.93M | 1.47% | +19,954 | New |
| Trust Co of Toledo NA | 19,602 | $1.90M | 0.30% | +144+0.7% | Added |
| Synovus Financial Corp | 19,404 | $1.88M | 0.02% | −1,295−6.3% | Reduced |
| WCG Wealth Advisors LLC | 19,121 | $1.85M | 0.15% | −8,250−30.1% | Reduced |
| Johnson Investment Counsel Inc | 19,082 | $1.85M | 0.02% | +387+2.1% | Added |
| Bokf, NA | 19,252 | $1.85M | 0.03% | −1,076−5.3% | Reduced |
| Abbot Financial Management, Inc. | 18,979 | $1.84M | 1.01% | −450−2.3% | Reduced |
| Blue Square Asset Management, LLC | 18,940 | $1.83M | 1.22% | +8,285+77.8% | Added |
| Avantax Advisory Services, Inc. | 18,766 | $1.82M | 0.02% | +6,579+54.0% | Added |
| Jamison Private Wealth Management, Inc. | 18,624 | $1.80M | 0.30% | −58−0.3% | Reduced |
| Penobscot Investment Management Company, Inc. | 18,502 | $1.79M | 0.19% | +445+2.5% | Added |
| CWA Asset Management Group, LLC | 18,485 | $1.79M | 0.11% | +10,457+130.3% | Added |
| Checchi Capital Advisers, LLC | 18,388 | $1.78M | 0.14% | −168−0.9% | Reduced |
| Procyon Private Wealth Partners, LLC | 18,373 | $1.78M | 0.14% | +1,013+5.8% | Added |
| Mount Yale Investment Advisors, LLC | 18,339 | $1.77M | 0.14% | −7,551−29.2% | Reduced |
| Berkeley Capital Partners, LLC | 18,152 | $1.76M | 0.54% | +11,893+190.0% | Added |
| Boston Partners | 18,017 | $1.74M | 0.00% | −13,759−43.3% | Reduced |
| Atlantic Union Bankshares Corp | 18,017 | $1.74M | 0.15% | −1,349−7.0% | Reduced |
| Headinvest, LLC | 17,978 | $1.74M | 0.34% | −37−0.2% | Reduced |
| Independent Investors Inc | 17,900 | $1.73M | 0.41% | 00.0% | Unchanged |
| Grey Street Capital, LLC | 17,188 | $1.73M | 0.23% | +17,188 | New |
| Prudential Financial Inc | 17,711 | $1.71M | 0.00% | −7,557−29.9% | Reduced |
| Compass Wealth Management LLC | 17,625 | $1.70M | 0.43% | −660−3.6% | Reduced |
| Perigon Wealth Management, LLC | 17,621 | $1.70M | 0.05% | +666+3.9% | Added |
| Prospera Financial Services Inc | 17,422 | $1.69M | 0.05% | +71+0.4% | Added |
| Advisors Management Group Inc | 17,395 | $1.68M | 0.42% | −78−0.4% | Reduced |
| CAPROCK Group, Inc. | 16,736 | $1.68M | 0.10% | −417−2.4% | Reduced |
| Greenleaf Trust | 17,367 | $1.68M | 0.02% | −278−1.6% | Reduced |
| SageView Advisory Group, LLC | 6,996 | $1.67M | 0.10% | +3,929+128.1% | Added |
| Valley National Advisers Inc | 17,145 | $1.66M | 0.25% | −304−1.7% | Reduced |
| Benedict Financial Advisors Inc | 17,013 | $1.65M | 0.42% | −143−0.8% | 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 |
| Quadrant Capital Group LLC | 16,781 | $1.62M | 0.13% | −84−0.5% | Reduced |
| Guggenheim Capital LLC | 16,503 | $1.60M | 0.01% | +269+1.7% | Added |
| Delphi Management Inc | 16,479 | $1.59M | 1.24% | +1,329+8.8% | Added |
| Principal Securities, Inc. | 16,361 | $1.58M | 0.05% | −3,788−18.8% | Reduced |
| Ellevest, Inc. | 16,250 | $1.57M | 0.10% | +1,177+7.8% | Added |
| Ascent Wealth Partners, LLC | 16,210 | $1.57M | 0.23% | +239+1.5% | Added |
| Rothschild Investment LLC | 16,155 | $1.56M | 0.11% | −31−0.2% | Reduced |
| Lester Murray Antman dba SimplyRich | 16,143 | $1.56M | 0.50% | +66+0.4% | Added |
| FineMark National Bank & Trust | 16,148 | $1.56M | 0.06% | +1,596+11.0% | Added |
| Snowden Capital Advisors LLC | 15,524 | $1.56M | 0.05% | +462+3.1% | Added |
| Vestmark Advisory Solutions, Inc. | 16,112 | $1.56M | 0.07% | −754−4.5% | Reduced |
| Patten Group, Inc. | 16,110 | $1.56M | 0.38% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 16,095 | $1.56M | 0.11% | −1,014−5.9% | Reduced |
| Park National Corp | 16,034 | $1.55M | 0.06% | −1,878−10.5% | Reduced |
| Kestra Private Wealth Services, LLC | 15,897 | $1.54M | 0.03% | −1,623−9.3% | Reduced |
| Lowe Brockenbrough & Co Inc | 15,169 | $1.52M | 0.10% | −1,121−6.9% | Reduced |
| Vise Technologies, Inc. | 15,679 | $1.52M | 0.30% | −641−3.9% | Reduced |
| Kahn Brothers Group Inc | 15,413 | $1.49M | 0.22% | −2,650−14.7% | Reduced |
| Ballentine Partners, LLC | 15,380 | $1.49M | 0.03% | +1,788+13.2% | Added |
| Altman Advisors, Inc. | 15,516 | $1.49M | 0.72% | +582+3.9% | Added |
| Marco Investment Management LLC | 15,330 | $1.48M | 0.14% | +1,560+11.3% | Added |
| Buckingham Strategic Wealth, LLC | 15,313 | $1.48M | 0.02% | −16,764−52.3% | Reduced |
| Evergreen Capital Management LLC | 14,692 | $1.47M | 0.06% | +1,172+8.7% | Added |
| Dorsey & Whitney Trust CO LLC | 15,127 | $1.46M | 0.10% | +808+5.6% | Added |
| SG Americas Securities, LLC | 15,113 | $1.46M | 0.01% | −27,934−64.9% | Reduced |
| Lido Advisors, LLC | 14,528 | $1.46M | 0.01% | +1,572+12.1% | Added |
| Vident Advisory, LLC | 15,060 | $1.46M | 0.03% | +1,834+13.9% | Added |
| CNB Bank | 15,060 | $1.46M | 0.71% | +198+1.3% | Added |
| Stonebridge Capital Management Inc | 15,025 | $1.45M | 0.65% | +600+4.2% | Added |
| Richard P Slaughter Associates Inc | 14,988 | $1.45M | 0.35% | −443−2.9% | Reduced |
| World Equity Group, Inc. | 14,974 | $1.45M | 0.30% | +1,416+10.4% | Added |