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 |
|---|---|---|---|---|---|
| Welch Group, LLC | 10,226 | $989.2K | 0.05% | −556−5.2% | Reduced |
| CX Institutional | 10,202 | $986.8K | 0.05% | −53−0.5% | Reduced |
| Walleye Trading LLC | 10,138 | $980.6K | 0.02% | −28,715−73.9% | Reduced |
| Centiva Capital, LP | 10,104 | $977.4K | 0.06% | +10,104 | New |
| Mystic Asset Management, Inc. | 10,084 | $975.4K | 0.40% | +600+6.3% | Added |
| Castlekeep Investment Advisors LLC | 10,079 | $974.9K | 0.70% | −1,069−9.6% | Reduced |
| Cambridge Advisors Inc. | 10,075 | $974.6K | 0.23% | −700−6.5% | Reduced |
| Mission Wealth Management, LP | 10,037 | $970.9K | 0.03% | +701+7.5% | Added |
| KCM Investment Advisors LLC | 10,028 | $970.0K | 0.04% | −111−1.1% | Reduced |
| FRG Family Wealth Advisors LLC | 9,925 | $964.0K | 0.19% | −350−3.4% | Reduced |
| Financial Advocates Investment Management | 9,945 | $962.0K | 0.06% | −156−1.5% | Reduced |
| Harbour Trust & Investment Management Co | 9,945 | $962.0K | 0.12% | −150−1.5% | Reduced |
| Nicholas Hoffman & Company, LLC. | 9,921 | $959.7K | 0.05% | +64+0.6% | Added |
| Becker Capital Management Inc | 9,861 | $953.9K | 0.03% | +145+1.5% | Added |
| Unique Wealth Strategies, LLC | 9,826 | $950.5K | 0.47% | +1,656+20.3% | Added |
| Atomi Financial Group, Inc. | 9,812 | $949.1K | 0.09% | +1,244+14.5% | Added |
| Dempze Nancy E | 9,787 | $946.7K | 0.72% | −9,359−48.9% | Reduced |
| Simmons Bank | 9,724 | $940.6K | 0.07% | +12+0.1% | Added |
| Drexel Morgan & Co. | 9,720 | $940.2K | 0.19% | 00.0% | Unchanged |
| XML Financial, LLC | 9,675 | $935.9K | 0.10% | −2,415−20.0% | Reduced |
| New Hampshire Trust | 9,623 | $930.8K | 0.22% | −554−5.4% | Reduced |
| Kensington Investment Counsel, LLC | 9,621 | $930.6K | 0.43% | −187−1.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 9,573 | $926.0K | 0.01% | −56,150−85.4% | Reduced |
| Ieq Capital, LLC | 9,493 | $918.3K | 0.01% | +35+0.4% | Added |
| DGS Capital Management, LLC | 9,407 | $909.9K | 0.26% | +102+1.1% | Added |
| Leo Wealth, LLC | 9,404 | $907.5K | 0.09% | −578−5.8% | Reduced |
| Adviser Investments LLC | 9,360 | $905.4K | 0.01% | +300+3.3% | Added |
| Clarius Group, LLC | 9,335 | $903.0K | 0.06% | −636−6.4% | Reduced |
| Holderness Investments Co | 9,155 | $885.6K | 0.22% | −125−1.3% | Reduced |
| Pitcairn Co | 9,108 | $881.0K | 0.06% | +454+5.2% | Added |
| King Luther Capital Management Corp | 9,067 | $877.1K | 0.00% | +880+10.7% | Added |
| Kingsview Wealth Management, LLC | 9,046 | $875.1K | 0.02% | +517+6.1% | Added |
| Sittner & Nelson, LLC | 9,045 | $874.9K | 0.44% | +43+0.5% | Added |
| Kennon-Green & Company, LLC | 8,961 | $866.8K | 0.81% | −685−7.1% | Reduced |
| Beaton Management Co. Inc. | 8,873 | $858.0K | 0.47% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 8,808 | $852.0K | 0.04% | −1,122−11.3% | Reduced |
| 1620 Investment Advisors, Inc. | 176 | $844.5K | 0.86% | −8,754−98.0% | Reduced |
| Associated Banc-Corp | 8,718 | $843.3K | 0.03% | −103−1.2% | Reduced |
| Eqis Capital Management, Inc. | 8,703 | $841.8K | 0.07% | −510−5.5% | Reduced |
| JNBA Financial Advisors | 8,660 | $837.6K | 0.09% | −25−0.3% | Reduced |
| Hamel Associates, Inc. | 8,645 | $836.2K | 0.27% | −500−5.5% | Reduced |
| Farther Finance Advisors, LLC | 8,714 | $835.4K | 0.05% | +1,375+18.7% | Added |
| Lake Street Advisors Group, LLC | 8,284 | $832.2K | 0.04% | +26+0.3% | Added |
| Bangor Savings Bank | 8,597 | $831.6K | 0.09% | −86−1.0% | Reduced |
| Hilltop Holdings Inc. | 8,549 | $826.9K | 0.09% | +435+5.4% | Added |
| Boston Financial Mangement LLC | 8,533 | $825.4K | 0.03% | −775−8.3% | Reduced |
| Davidson Trust Co | 8,504 | $822.6K | 0.48% | +640+8.1% | Added |
| Epoch Investment Partners, Inc. | 8,436 | $816.0K | 0.00% | −24−0.3% | Reduced |
| Stratos Wealth Advisors, LLC | 8,410 | $813.5K | 0.05% | −247−2.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 8,360 | $808.7K | 0.13% | +1,200+16.8% | Added |
| V-Square Quantitative Management LLC | 8,395 | $803.6K | 0.13% | 00.0% | Unchanged |
| Cypress Asset Management Inc | 8,146 | $802.5K | 0.22% | −100−1.2% | Reduced |
| Valmark Advisers, Inc. | 8,292 | $802.1K | 0.01% | +48+0.6% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 8,196 | $792.8K | 0.09% | +4,660+131.8% | Added |
| Fort Sheridan Advisors LLC | 8,159 | $789.2K | 0.15% | +145+1.8% | Added |
| Banco de Sabadell, S.A | 8,125 | $789.0K | 0.59% | −31−0.4% | Reduced |
| Shelton Capital Management | 8,086 | $782.2K | 0.02% | +5,386+199.5% | Added |
| Burns J W & Co Inc | 8,084 | $782.0K | 0.11% | +170+2.1% | Added |
| Mill Capital Management, LLC | 8,084 | $782.0K | 0.07% | −300−3.6% | Reduced |
| Moneta Group Investment Advisors LLC | 483 | $775.7K | 0.01% | −5,562−92.0% | Reduced |
| Elmwood Wealth Management, Inc. | 7,924 | $766.5K | 0.33% | +3,216+68.3% | Added |
| Mather Group, LLC. | 7,553 | $762.6K | 0.01% | −1,922−20.3% | Reduced |
| West Family Investments, Inc. | 7,869 | $761.2K | 0.24% | +284+3.7% | Added |
| Tiaa Trust, National Association | 7,852 | $759.5K | 0.00% | +1,666+26.9% | Added |
| Sage Rhino Capital LLC | 7,806 | $755.1K | 0.18% | +162+2.1% | Added |
| Thornburg Investment Management Inc | 7,800 | $754.5K | 0.01% | +966+14.1% | Added |
| PDS Planning, Inc | 7,765 | $751.1K | 0.08% | +62+0.8% | Added |
| Modera Wealth Management, LLC | 7,749 | $749.6K | 0.01% | −30−0.4% | Reduced |
| Anchor Investment Management, LLC | 7,701 | $744.9K | 0.08% | +17+0.2% | Added |
| Means Investment Co., Inc. | 7,684 | $743.2K | 0.10% | −390−4.8% | Reduced |
| MQS Management LLC | 7,651 | $740.1K | 0.42% | +7,651 | New |
| Central Trust Co | 7,635 | $738.5K | 0.02% | −510−6.3% | Reduced |
| Ruggaard & Associates LLC | 7,609 | $736.0K | 0.35% | +97+1.3% | Added |
| BSW Wealth Partners | 7,576 | $732.8K | 0.12% | −795−9.5% | Reduced |
| Montag A & Associates Inc | 7,575 | $732.7K | 0.04% | −398−5.0% | Reduced |
| Northcape Wealth Management, LLC | 7,572 | $732.4K | 0.27% | −1,690−18.2% | Reduced |
| Quantitative Investment Management, LLC | 7,557 | $730.0K | 0.04% | −17,147−69.4% | Reduced |
| Covenant Partners, LLC | 7,542 | $729.5K | 0.21% | −307−3.9% | Reduced |
| Page Arthur B | 7,505 | $726.0K | 0.75% | −9,839−56.7% | Reduced |
| Marotta Asset Management | 7,492 | $724.7K | 0.15% | −71−0.9% | Reduced |
| RSM US Wealth Management LLC | 7,485 | $724.1K | 0.02% | +2,378+46.6% | Added |
| Lantern Wealth Advisors, LLC | 7,400 | $715.8K | 0.50% | −100−1.3% | Reduced |
| Romano Brothers and Company | 7,356 | $711.5K | 0.10% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 7,314 | $707.5K | 0.04% | −685−8.6% | Reduced |
| Smart Money Group LLC | 7,264 | $705.5K | 0.27% | +1,459+25.1% | Added |
| Callan Capital, LLC | 7,226 | $699.0K | 0.06% | +2,598+56.1% | Added |
| Harbour Investments, Inc. | 7,226 | $698.9K | 0.02% | +51+0.7% | Added |
| Cookson Peirce & Co Inc | 7,220 | $698.0K | 0.04% | −42−0.6% | Reduced |
| Lantz Financial LLC | 7,194 | $695.9K | 0.22% | −265−3.6% | Reduced |
| Twin City Private Wealth, LLC | 6,943 | $695.5K | 0.68% | +6,943 | New |
| Liberty One Investment Management, LLC | 7,184 | $694.9K | 0.08% | −917−11.3% | Reduced |
| BBR Partners, LLC | 7,158 | $692.4K | 0.06% | +2,959+70.5% | Added |
| Douglass Winthrop Advisors, LLC | 7,148 | $691.4K | 0.01% | +210+3.0% | Added |
| Valeo Financial Advisors, LLC | 7,022 | $690.6K | 0.02% | +350+5.2% | Added |
| St. Clair Advisors, LLC | 7,092 | $686.0K | 0.22% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 7,086 | $685.4K | 0.03% | −1,269−15.2% | Reduced |
| Rehmann Capital Advisory Group | 7,043 | $681.3K | 0.05% | +103+1.5% | Added |
| Klingenstein Fields & Co LP | 7,043 | $681.3K | 0.03% | −1,700−19.4% | Reduced |
| Susquehanna International Group, LLP | 7,015 | $678.6K | 0.00% | −13,079−65.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,096 | $675.0K | 0.01% | −715−9.2% | Reduced |