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 |
|---|---|---|---|---|---|
| Mosaic Financial Group, LLC | 14,952 | $1.45M | 1.16% | +14,952 | New |
| Roberts Glore & Co Inc | 14,943 | $1.45M | 0.43% | −588−3.8% | Reduced |
| Northstar Asset Management LLC | 14,875 | $1.44M | 0.35% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 14,661 | $1.42M | 0.47% | +4,595+45.6% | Added |
| Coastline Trust Co | 14,661 | $1.42M | 0.17% | −820−5.3% | Reduced |
| Old National Bancorp | 14,573 | $1.41M | 0.03% | +1,401+10.6% | Added |
| Aberdeen Wealth Management LLC | 14,540 | $1.41M | 0.82% | +800+5.8% | Added |
| Grimes & Company, Inc. | 14,522 | $1.40M | 0.04% | −478−3.2% | Reduced |
| Schechter Investment Advisors, LLC | 14,495 | $1.40M | 0.10% | +1,747+13.7% | Added |
| SevenBridge Financial Group, LLC | 14,373 | $1.40M | 0.32% | −1,076−7.0% | Reduced |
| Dynamic Advisor Solutions LLC | 14,417 | $1.39M | 0.05% | −3,812−20.9% | Reduced |
| Sandy Spring Bank | 14,416 | $1.39M | 0.06% | +19+0.1% | Added |
| Eldred Rock Partners, LLC | 14,379 | $1.39M | 0.76% | +588+4.3% | Added |
| Walleye Capital LLC | 14,298 | $1.38M | 0.02% | +14,298 | New |
| Archford Capital Strategies, LLC | 14,073 | $1.36M | 0.23% | +357+2.6% | Added |
| Nomura Holdings Inc | 13,963 | $1.35M | 0.01% | +13,963 | New |
| Kovitz Investment Group Partners, LLC | 13,897 | $1.34M | 0.02% | +9,308+202.8% | Added |
| Sepio Capital, LP | 13,852 | $1.34M | 0.11% | −1,257−8.3% | Reduced |
| Raymond James Trust N.A. | 13,768 | $1.33M | 0.03% | −39−0.3% | Reduced |
| IAM Advisory, LLC | 13,710 | $1.33M | 0.36% | +452+3.4% | Added |
| Acadian Asset Management LLC | 13,659 | $1.32M | 0.00% | −34,499−71.6% | Reduced |
| Beverly Hills Private Wealth, LLC | 13,650 | $1.32M | 0.30% | −1,098−7.4% | Reduced |
| Physicians Financial Services, Inc. | 13,543 | $1.31M | 0.46% | −400−2.9% | Reduced |
| Albert D Mason Inc | 13,488 | $1.30M | 0.81% | +17+0.1% | Added |
| AIMZ Investment Advisors, LLC | 13,478 | $1.30M | 0.49% | −50−0.4% | Reduced |
| Employees Retirement System of Texas | 13,362 | $1.29M | 0.01% | +7,775+139.2% | Added |
| Guyasuta Investment Advisors Inc | 12,674 | $1.28M | 0.09% | 00.0% | Unchanged |
| West Oak Capital, LLC | 13,208 | $1.28M | 0.54% | +250+1.9% | Added |
| Arjuna Capital | 13,204 | $1.28M | 0.36% | −9,927−42.9% | Reduced |
| Boston Private Wealth LLC | 13,159 | $1.27M | 0.03% | −2,946−18.3% | Reduced |
| EP Wealth Advisors, LLC | 13,104 | $1.27M | 0.01% | +2,052+18.6% | Added |
| Apollon Wealth Management, LLC | 12,995 | $1.26M | 0.04% | −55−0.4% | Reduced |
| Boston Family Office LLC | 12,935 | $1.25M | 0.09% | −150−1.1% | Reduced |
| BTC Capital Management, Inc. | 12,901 | $1.25M | 0.11% | +12,901 | New |
| Brookstone Capital Management | 12,833 | $1.24M | 0.02% | +162+1.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12,730 | $1.23M | 0.06% | +1,013+8.6% | Added |
| WSFS Capital Management, LLC | 12,721 | $1.23M | 0.07% | −180−1.4% | Reduced |
| Qtron Investments LLC | 12,644 | $1.22M | 0.17% | +889+7.6% | Added |
| Arnhold LLC | 12,636 | $1.22M | 0.13% | 00.0% | Unchanged |
| Ativo Capital Management LLC | 12,631 | $1.22M | 1.23% | +1,317+11.6% | Added |
| Bessemer Group Inc | 12,573 | $1.22M | 0.00% | −2,398−16.0% | Reduced |
| Foster & Motley Inc | 12,558 | $1.22M | 0.08% | +3,110+32.9% | Added |
| Pine Valley Investments Ltd Liability Co | 12,555 | $1.21M | 0.09% | −104−0.8% | Reduced |
| Glass Wealth Management Co LLC | 12,525 | $1.21M | 0.74% | +12,525 | New |
| Kathmere Capital Management, LLC | 12,479 | $1.21M | 0.14% | +1,311+11.7% | Added |
| Kidder Stephen W | 12,409 | $1.20M | 0.38% | −7,847−38.7% | Reduced |
| Stratos Wealth Partners, LTD. | 12,406 | $1.20M | 0.02% | −1,007−7.5% | Reduced |
| Voya Financial Advisors, Inc. | 12,445 | $1.19M | 0.14% | +1,309+11.8% | Added |
| Balyasny Asset Management LLC | 12,274 | $1.19M | 0.00% | +7,208+142.3% | Added |
| Sanibel Captiva Trust Company, Inc. | 12,245 | $1.18M | 0.04% | −3,053−20.0% | Reduced |
| Abbrea Capital, LLC | 11,756 | $1.18M | 0.16% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 12,199 | $1.18M | 0.27% | +266+2.2% | Added |
| Cullen/Frost Bankers, Inc. | 12,195 | $1.18M | 0.02% | +107+0.9% | Added |
| Baker Ellis Asset Management LLC | 12,169 | $1.18M | 0.18% | −600−4.7% | Reduced |
| Advisory Resource Group | 12,093 | $1.17M | 0.27% | +4,797+65.7% | Added |
| Level Four Advisory Services, LLC | 11,583 | $1.17M | 0.06% | +192+1.7% | Added |
| Trust Co of Oklahoma | 12,074 | $1.17M | 0.41% | −24−0.2% | Reduced |
| Parallel Advisors, LLC | 12,050 | $1.17M | 0.03% | +3,179+35.8% | Added |
| Creegan & Nassoura Financial Group, LLC | 12,000 | $1.16M | 0.78% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 11,797 | $1.14M | 0.02% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 11,694 | $1.13M | 0.07% | +12+0.1% | Added |
| Intrust Bank NA | 11,664 | $1.13M | 0.12% | −719−5.8% | Reduced |
| First Horizon Advisors, Inc. | 11,627 | $1.12M | 0.03% | −48−0.4% | Reduced |
| Wedbush Securities Inc | 11,555 | $1.12M | 0.04% | +5,655+95.8% | Added |
| Ameritas Advisory Services, LLC | 11,530 | $1.12M | 0.05% | +111+1.0% | Added |
| Legacy Financial Advisors, Inc. | 11,554 | $1.12M | 0.20% | +810+7.5% | Added |
| Venture Visionary Partners LLC | 11,544 | $1.12M | 0.05% | +400+3.6% | Added |
| Williams Jones Wealth Management, LLC. | 11,537 | $1.12M | 0.01% | −530−4.4% | Reduced |
| NBC Securities, Inc. | 10,395 | $1.11M | 0.10% | +367+3.7% | Added |
| Greenwich Wealth Management LLC | 11,476 | $1.11M | 0.09% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 10,806 | $1.11M | 0.36% | +1,554+16.8% | Added |
| Flputnam Investment Management Co | 11,398 | $1.10M | 0.02% | +2,472+27.7% | Added |
| Court Place Advisors, LLC | 11,395 | $1.10M | 0.36% | −1,400−10.9% | Reduced |
| Bryn Mawr Trust Co | 11,388 | $1.10M | 0.04% | +11,388 | New |
| Chilton Capital Management LLC | 11,388 | $1.10M | 0.05% | +708+6.6% | Added |
| Quadcap Wealth Management, LLC | 11,364 | $1.10M | 0.25% | −1,660−12.7% | Reduced |
| Eagle Asset Management Inc | 11,347 | $1.09M | 0.01% | −366−3.1% | Reduced |
| Transcend Wealth Collective, LLC | 11,220 | $1.09M | 0.09% | −100−0.9% | Reduced |
| Carnegie Capital Asset Management, LLC | 11,035 | $1.07M | 0.03% | −535−4.6% | Reduced |
| Silvercrest Asset Management Group LLC | 10,994 | $1.06M | 0.01% | +500+4.8% | Added |
| South State Corp. | 10,985 | $1.06M | 0.08% | −324−2.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 10,922 | $1.06M | 0.15% | +4,943+82.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 10,962 | $1.06M | 0.00% | −66,251−85.8% | Reduced |
| TD Private Client Wealth LLC | 10,906 | $1.05M | 0.03% | −1,026−8.6% | Reduced |
| Mutual Advisors, LLC | 10,844 | $1.05M | 0.03% | +1,672+18.2% | Added |
| LCNB Corp | 10,809 | $1.05M | 0.38% | −575−5.1% | Reduced |
| Ar Asset Management Inc | 10,750 | $1.04M | 0.25% | 00.0% | Unchanged |
| Strategic Global Advisors, LLC | 10,737 | $1.04M | 0.22% | −103−1.0% | Reduced |
| Aaron Wealth Advisors | 10,722 | $1.04M | 0.15% | +4,818+81.6% | Added |
| Campbell & CO Investment Adviser LLC | 10,664 | $1.03M | 0.09% | +7,697+259.4% | Added |
| Bayesian Capital Management, LP | 10,600 | $1.03M | 0.10% | +10,600 | New |
| Kayne Anderson Rudnick Investment Management LLC | 10,594 | $1.02M | 0.00% | −669−5.9% | Reduced |
| Merit Financial Group, LLC | 10,515 | $1.02M | 0.02% | +8,509+424.2% | Added |
| Mayflower Financial Advisors, LLC | 10,570 | $1.02M | 0.17% | +175+1.7% | Added |
| BNP Paribas Arbitrage, SA | 10,499 | $1.02M | 0.00% | +2,463+30.6% | Added |
| Scott & Selber, Inc. | 10,485 | $1.01M | 0.35% | −41−0.4% | Reduced |
| Old Mission Capital LLC | 10,465 | $1.01M | 0.02% | +10,465 | New |
| Cary Street Partner Investment Advisory LLC | 10,448 | $1.01M | 0.04% | +402+4.0% | Added |
| Umb Bank N A | 10,395 | $1.01M | 0.02% | −496−4.6% | Reduced |
| Lincoln National Corp | 10,302 | $996.6K | 0.02% | −524−4.8% | Reduced |