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, Q2 2024
Institutional positions in Novartis AG as of Jun 30, 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
- 1,309
- +68 vs. Q1 2024
- Shares held
- 137.7M
- −1.20M (−0.9%) vs. Q1 2024
- Total value
- $14.7B
- +$1.22B (+9.0%) vs. Q1 2024
- New holders
- 133
- 427 more added
- Sold out
- 65
- 489 more reduced
13 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Novartis AG; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dodge & Cox | 12,236,526 | $1.30B | 0.78% | −117,459−1.0% | Reduced |
| Primecap Management Co | 12,179,345 | $1.30B | 0.94% | −238,410−1.9% | Reduced |
| Morgan Stanley | 7,416,679 | $789.6M | 0.06% | +158,298+2.2% | Added |
| Dimensional Fund Advisors LP | 7,407,692 | $788.6M | 0.21% | +1,389,610+23.1% | Added |
| Loomis Sayles & Co L P | 5,945,383 | $632.9M | 0.87% | +27,411+0.5% | Added |
| Franklin Resources Inc | 5,339,490 | $568.4M | 0.17% | −360,299−6.3% | Reduced |
| Bank of America Corp | 4,845,053 | $515.8M | 0.05% | −43,140−0.9% | Reduced |
| Wellington Management Group LLP | 4,384,650 | $466.8M | 0.08% | −204,700−4.5% | Reduced |
| Goldman Sachs Group Inc | 3,081,076 | $328.0M | 0.06% | +21,715+0.7% | Added |
| Cullen Capital Management LLC | 2,870,381 | $305.6M | 3.52% | −54,043−1.8% | Reduced |
| Janus Henderson Group PLC | 2,548,913 | $271.4M | 0.15% | −19,815−0.8% | Reduced |
| Renaissance Technologies LLC | 2,499,782 | $266.1M | 0.45% | −440,800−15.0% | Reduced |
| Principal Financial Group Inc | 2,481,565 | $264.2M | 0.16% | −41,769−1.7% | Reduced |
| Wells Fargo & Company | 2,088,574 | $222.3M | 0.06% | +78,448+3.9% | Added |
| Northern Trust Corp | 2,059,243 | $219.2M | 0.04% | −91,653−4.3% | Reduced |
| Envestnet Asset Management Inc | 1,928,853 | $205.3M | 0.07% | −24,199−1.2% | Reduced |
| Bank of New York Mellon Corp | 1,904,664 | $202.8M | 0.04% | +1,250,318+191.1% | Added |
| BlackRock Inc. | 1,867,153 | $198.8M | 0.00% | +8,353+0.4% | Added |
| State Street Corp | 1,753,974 | $186.7M | 0.01% | +16,020+0.9% | Added |
| Fisher Asset Management, LLC | 1,474,158 | $156.9M | 0.07% | +26,283+1.8% | Added |
| UBS Group AG | 1,383,046 | $147.2M | 0.05% | −163,692−10.6% | Reduced |
| Scharf Investments, LLC | 1,351,452 | $143.9M | 4.10% | −13,402−1.0% | Reduced |
| Mondrian Investment Partners LTD | 1,272,482 | $141.9M | 2.18% | −793,257−38.4% | Reduced |
| Magnetar Financial LLC | 1,305,446 | $139.0M | 2.90% | −600,600−31.5% | Reduced |
| FMR LLC | 1,283,098 | $136.6M | 0.01% | +71,153+5.9% | Added |
| Chevy Chase Trust Holdings, Inc. | 1,112,491 | $118.4M | 0.38% | +267,490+31.7% | Added |
| Natixis Advisors, L.P. | 912,527 | $97.1M | 0.21% | −14,128−1.5% | Reduced |
| Capital Research Global Investors | 904,128 | $96.3M | 0.02% | −60.0% | Reduced |
| Earnest Partners LLC | 809,287 | $86.2M | 0.40% | −26,264−3.1% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 779,681 | $83.0M | 0.28% | −166,195−17.6% | Reduced |
| Truist Financial Corp | 750,405 | $79.9M | 0.12% | −5,657−0.7% | Reduced |
| Bank of Montreal | 657,903 | $70.7M | 0.04% | +509,567+343.5% | Added |
| Royal Bank of Canada | 638,645 | $68.0M | 0.02% | +40,697+6.8% | Added |
| Arrowstreet Capital, Limited Partnership | 630,711 | $67.1M | 0.06% | +185,510+41.7% | Added |
| Bristol John W & Co Inc | 624,923 | $66.5M | 1.08% | −13,635−2.1% | Reduced |
| Canada Pension Plan Investment Board | 606,890 | $64.6M | 0.06% | +606,890 | New |
| CI Private Wealth, LLC | 580,733 | $61.8M | 0.11% | −5,055−0.9% | Reduced |
| SEI Investments Co | 569,952 | $60.7M | 0.09% | −2,937−0.5% | Reduced |
| Raymond James & Associates | 536,607 | $57.1M | 0.04% | +6,767+1.3% | Added |
| Harvest Portfolios Group Inc. | 517,939 | $55.1M | 2.11% | +32,968+6.8% | Added |
| CIBC Private Wealth Group, LLC | 488,873 | $52.8M | 0.10% | −6,807−1.4% | Reduced |
| American Century Companies Inc | 492,244 | $52.4M | 0.03% | +827+0.2% | Added |
| D.A. Davidson & Co. | 492,082 | $52.4M | 0.46% | −1,220−0.2% | Reduced |
| Clark Capital Management Group, Inc. | 491,609 | $52.3M | 0.38% | +491,609 | New |
| First Trust Advisors LP | 467,516 | $49.8M | 0.05% | −161,731−25.7% | Reduced |
| Ameriprise Financial Inc | 447,674 | $47.7M | 0.01% | +18,132+4.2% | Added |
| Groupama Asset Managment | 421,236 | $45.0M | 0.93% | +25,641+6.5% | Added |
| LPL Financial LLC | 402,094 | $42.8M | 0.02% | +41,046+11.4% | Added |
| Todd Asset Management LLC | 396,711 | $42.2M | 0.88% | +100,465+33.9% | Added |
| TCTC Holdings, LLC | 395,520 | $42.1M | 1.45% | −2,781−0.7% | Reduced |
| Morningstar Investment Services LLC | 374,998 | $40.0M | 0.43% | +4,004+1.1% | Added |
| Pacer Advisors, Inc. | 375,068 | $39.9M | 0.09% | −18,268−4.6% | Reduced |
| NewEdge Wealth, LLC | 364,060 | $38.8M | 0.84% | +9,050+2.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 354,449 | $37.7M | 0.05% | +16,492+4.9% | Added |
| Creative Planning | 331,465 | $35.3M | 0.04% | +14,858+4.7% | Added |
| Saturna Capital CORP | 326,413 | $34.7M | 0.46% | −1,471−0.4% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 319,379 | $34.0M | 1.85% | +4,820+1.5% | Added |
| JPMorgan Chase & Co | 317,814 | $33.8M | 0.00% | −87,017−21.5% | Reduced |
| Integral Health Asset Management, LLC | 300,000 | $31.9M | 3.18% | +75,000+33.3% | Added |
| HighTower Advisors, LLC | 295,848 | $31.5M | 0.05% | −405−0.1% | Reduced |
| Oppenheimer Asset Management Inc. | 290,113 | $30.9M | 0.39% | +31,180+12.0% | Added |
| Van Eck Associates Corp | 286,590 | $30.5M | 0.04% | +16,150+6.0% | Added |
| Cerity Partners LLC | 269,256 | $28.7M | 0.08% | −17,920−6.2% | Reduced |
| Financial Counselors Inc | 260,188 | $27.7M | 0.45% | +3,650+1.4% | Added |
| Citigroup Inc | 251,536 | $26.8M | 0.03% | −664,628−72.5% | Reduced |
| GW Henssler & Associates Ltd | 249,225 | $26.5M | 1.60% | +599+0.2% | Added |
| Janney Montgomery Scott LLC | 248,911 | $26.5M | 0.08% | −3,850−1.5% | Reduced |
| Citadel Advisors LLC | 246,561 | $26.2M | 0.03% | −315,524−56.1% | Reduced |
| Old Mission Capital LLC | 244,976 | $26.1M | 0.68% | +234,511+2,240.9% | Added |
| Managed Asset Portfolios, LLC | 244,810 | $26.1M | 3.86% | −14,212−5.5% | Reduced |
| Invesco Ltd. | 242,881 | $25.9M | 0.01% | +158+0.1% | Added |
| Teachers Retirement System of the State of Kentucky | 229,800 | $24.5M | 0.22% | +57,000+33.0% | Added |
| Martin Investment Management, LLC | 228,936 | $24.4M | 6.25% | −7,864−3.3% | Reduced |
| Brandes Investment Partners, LP | 224,224 | $23.9M | 0.29% | +10,297+4.8% | Added |
| The PNC Financial Services Group, Inc. | 223,037 | $23.7M | 0.02% | −12,740−5.4% | Reduced |
| Brown Advisory Inc | 222,810 | $23.7M | 0.03% | −10,611−4.5% | Reduced |
| Optiver Holding B.V. | 219,044 | $23.3M | 0.45% | +8,766+4.2% | Added |
| Commonwealth Equity Services, LLC | 216,679 | $23.1M | 0.04% | −7,076−3.2% | Reduced |
| Cambiar Investors LLC | 216,656 | $23.1M | 0.90% | +74,938+52.9% | Added |
| US Bancorp | 216,477 | $23.0M | 0.03% | −47,599−18.0% | Reduced |
| HSBC Holdings PLC | 214,962 | $23.0M | 0.01% | +214,962 | New |
| Assetmark, Inc | 213,706 | $22.8M | 0.07% | −4,991−2.3% | Reduced |
| First Financial Bankshares Inc | 213,034 | $22.7M | 0.52% | −100,125−32.0% | Reduced |
| Stifel Financial Corp | 210,743 | $22.4M | 0.03% | −48,627−18.7% | Reduced |
| Causeway Capital Management LLC | 202,335 | $21.5M | 0.59% | −37,133−15.5% | Reduced |
| Mariner, LLC | 197,781 | $21.1M | 0.04% | +5,359+2.8% | Added |
| O'Shaughnessy Asset Management, LLC | 191,503 | $20.4M | 0.21% | +10,739+5.9% | Added |
| Godsey & Gibb Associates | 190,918 | $20.3M | 2.10% | −6,347−3.2% | Reduced |
| Wilkins Investment Counsel Inc | 188,969 | $20.1M | 3.00% | +1,232+0.7% | Added |
| Kestra Advisory Services, LLC | 188,806 | $20.1M | 0.11% | +153,096+428.7% | Added |
| National Bank of Canada | 178,000 | $18.9M | 0.03% | +31,812+21.8% | Added |
| QRG Capital Management, Inc. | 177,623 | $18.9M | 0.22% | +9,091+5.4% | Added |
| Douglas Lane & Associates, LLC | 177,302 | $18.9M | 0.27% | −2,662−1.5% | Reduced |
| John G Ullman & Associates Inc | 177,248 | $18.9M | 2.88% | −1,939−1.1% | Reduced |
| Qube Research & Technologies Ltd | 175,483 | $18.7M | 0.03% | −554,229−76.0% | Reduced |
| Foresight Global Investors, Inc. | 171,296 | $18.2M | 8.77% | −26,079−13.2% | Reduced |
| M&T Bank Corp | 167,591 | $17.8M | 0.06% | −3,713−2.2% | Reduced |
| Neuberger Berman Group LLC | 167,424 | $17.8M | 0.01% | −7,834−4.5% | Reduced |
| Boston Common Asset Management, LLC | 160,804 | $17.1M | 0.44% | −100−0.1% | Reduced |
| Grandfield & Dodd, LLC | 160,542 | $17.1M | 1.08% | +778+0.5% | Added |