Novartis AG

NVS

Exchange: NYSE
Industry: Pharmaceutical Preparations
SEC CIK: 0001114448

SEC filings (opens in a new tab)

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.

Institutional holdersQ2 2024: 1,309 institutions

Value heldQ2 2024: $14.7B

Institutions holding NVS and their total value by quarter
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.

Institutions holding NVS in Q2 2024
Institution	Shares	Value	% of portfolio	Change in shares	Action
Covestor Ltd	3	$0	0.00%	00.0%	Unchanged
McClarren Financial Advisors, Inc.	212	$25	0.02%	−23−9.8%	Reduced
Financial Freedom, LLC	3	$339	0.00%	00.0%	Unchanged
Gold Investment Management Ltd.	10	$1.06K	0.00%	00.0%	Unchanged
Plante Moran Financial Advisors, LLC	12	$1.28K	0.00%	−27−69.2%	Reduced
Versant Capital Management, Inc	15	$1.60K	0.00%	00.0%	Unchanged
Brown Financial Advisors	15	$1.60K	0.00%	+15	New
Custom Portfolio Group LLC	15	$1.65K	0.00%	00.0%	Unchanged
Pacific Capital Wealth Advisors, Inc	16	$1.70K	0.00%	−47−74.6%	Reduced
Dixon Mitchell Investment Counsel Inc.	16	$1.70K	0.00%	+16	New
Marquette Asset Management, LLC	17	$1.81K	0.00%	00.0%	Unchanged
Farmers & Merchants Trust Co of Chambersburg PA	22	$2.00K	0.00%	−101−82.1%	Reduced
Financial Connections Group, Inc.	22	$2.00K	0.00%	+22	New
Abound Wealth Management	19	$2.02K	0.00%	−24−55.8%	Reduced
Hartford Financial Management Inc.	19	$2.02K	0.00%	00.0%	Unchanged
Stone House Investment Management, LLC	21	$2.20K	0.00%	+1+5.0%	Added
Tucker Asset Management LLC	21	$2.24K	0.00%	+21	New
Delta Asset Management LLC	25	$2.66K	0.00%	00.0%	Unchanged
Mendota Financial Group, LLC	26	$2.77K	0.00%	+26	New
ClariVest Asset Management LLC	26	$2.77K	0.00%	00.0%	Unchanged
Iron Horse Wealth Management, LLC	29	$3.09K	0.00%	00.0%	Unchanged
Thompson Investment Management, Inc.	31	$3.30K	0.00%	00.0%	Unchanged
HighMark Wealth Management LLC	36	$3.83K	0.00%	00.0%	Unchanged
POM Investment Strategies, LLC	36	$3.83K	0.00%	00.0%	Unchanged
Princeton Global Asset Management LLC	38	$4.04K	0.00%	00.0%	Unchanged
Studio Investment Management LLC	40	$4.26K	0.00%	00.0%	Unchanged
Horizon Investments, LLC	44	$4.68K	0.00%	+4+10.0%	Added
Maryland Capital Advisors Inc.	44	$4.68K	0.00%	−13−22.8%	Reduced
Signature Resources Capital Management, LLC	45	$4.79K	0.00%	00.0%	Unchanged
Criterion Capital Advisors, LLC	45	$4.79K	0.00%	00.0%	Unchanged
Financial Network Wealth Advisors LLC	46	$4.90K	0.00%	+46	New
TSFG, LLC	50	$5.00K	0.00%	00.0%	Unchanged
Redmont Wealth Advisors LLC	48	$5.11K	0.01%	00.0%	Unchanged
ICA Group Wealth Management, LLC	50	$5.32K	0.00%	−29−36.7%	Reduced
Aviso Financial Inc.	50	$5.32K	0.00%	+50	New
Raleigh Capital Management Inc.	52	$5.50K	0.00%	+2+4.0%	Added
Friedenthal Financial	52	$5.54K	0.00%	00.0%	Unchanged
Larson Financial Group LLC	53	$5.64K	0.00%	−40−43.0%	Reduced
Fortitude Family Office, LLC	53	$5.64K	0.00%	00.0%	Unchanged
Caitlin John, LLC	54	$5.76K	0.00%	−66−55.0%	Reduced
Jackson, Grant Investment Advisers, Inc.	56	$5.96K	0.00%	00.0%	Unchanged
Creative Capital Management Investments LLC	59	$6.28K	0.00%	−53−47.3%	Reduced
VisionPoint Advisory Group, LLC	59	$6.28K	0.00%	00.0%	Unchanged
MV Capital Management, Inc.	60	$6.39K	0.00%	00.0%	Unchanged
Legend Financial Advisors, Inc.	61	$6.49K	0.00%	00.0%	Unchanged
Main Street Group, LTD	62	$6.61K	0.00%	00.0%	Unchanged
TFC Financial Management	63	$6.71K	0.00%	00.0%	Unchanged
Clear Point Advisors Inc.	64	$6.81K	0.01%	00.0%	Unchanged
Strategic Investment Solutions, Inc.	80	$6.84K	0.00%	+80	New
Richard W. Paul & Associates, LLC	65	$6.92K	0.00%	00.0%	Unchanged
WR Wealth Planners, LLC	67	$7.13K	0.00%	−149−69.0%	Reduced
Mascoma Wealth Management LLC	67	$7.13K	0.00%	00.0%	Unchanged
Slocum, Gordon & Co LLP	73	$7.77K	0.01%	00.0%	Unchanged
Indiana Trust & Investment Management CO	75	$7.99K	0.00%	00.0%	Unchanged
Castleview Partners, LLC	77	$8.20K	0.00%	00.0%	Unchanged
True Wealth Design, LLC	83	$8.84K	0.00%	+83	New
Archer Investment Corp	86	$9.16K	0.00%	−3−3.4%	Reduced
Rakuten Securities, Inc.	90	$9.58K	0.00%	−11−10.9%	Reduced
Hobbs Group Advisors, LLC	90	$9.58K	0.00%	+90	New
Albion Financial Group	91	$9.69K	0.00%	00.0%	Unchanged
First Community Trust NA	98	$10.4K	0.01%	00.0%	Unchanged
First Command Advisory Services, Inc.	100	$10.6K	0.00%	−1−1.0%	Reduced
SJS Investment Consulting Inc.	100	$10.6K	0.00%	00.0%	Unchanged
West Paces Advisors Inc.	100	$10.6K	0.00%	00.0%	Unchanged
Armstrong Advisory Group, Inc	100	$10.6K	0.00%	+87+669.2%	Added
Cornerstone Planning Group LLC	99	$10.9K	0.00%	+54+120.0%	Added
Horrell Capital Management, Inc.	100	$11.0K	0.00%	00.0%	Unchanged
Great Lakes Retirement, Inc.	107	$11.4K	0.00%	+107	New
Highline Wealth Partners LLC	113	$12.0K	0.00%	+87+334.6%	Added
MCF Advisors LLC	115	$12.2K	0.00%	00.0%	Unchanged
Creekmur Asset Management LLC	116	$12.3K	0.00%	+10+9.4%	Added
Bellecapital International Ltd.	120	$12.8K	0.00%	−797−86.9%	Reduced
PSI Advisors, LLC	121	$12.9K	0.00%	−42−25.8%	Reduced
Centerpoint Advisors, LLC	125	$13.0K	0.00%	00.0%	Unchanged
Pacific Center for Financial Services	123	$13.1K	0.00%	00.0%	Unchanged
Quent Capital, LLC	126	$13.4K	0.00%	00.0%	Unchanged
Stephens Consulting, LLC	132	$14.1K	0.00%	+132	New
Glass Jacobson Investment Advisors llc	134	$14.3K	0.01%	00.0%	Unchanged
City Holding Co	135	$14.4K	0.00%	−410−75.2%	Reduced
Coston, McIsaac & Partners	150	$15.0K	0.00%	00.0%	Unchanged
Arrow Financial Corp	142	$15.1K	0.00%	+142	New
Ninety One UK Ltd	147	$15.7K	0.00%	00.0%	Unchanged
Ameritas Investment Partners, Inc.	150	$16.0K	0.00%	+150	New
Tradewinds Capital Management, LLC	150	$16.0K	0.00%	+150	New
Annapolis Financial Services, LLC	161	$17.1K	0.01%	00.0%	Unchanged
Bell Investment Advisors, Inc	172	$18.3K	0.00%	+41+31.3%	Added
Sound Income Strategies, LLC	177	$18.9K	0.00%	00.0%	Unchanged
Quintet Private Bank (Europe) S.A.	157	$19.3K	0.00%	00.0%	Unchanged
Eagle Bay Advisors LLC	184	$19.6K	0.01%	00.0%	Unchanged
Beaird Harris Wealth Management, LLC	185	$19.7K	0.00%	00.0%	Unchanged
Country Trust Bank	194	$20.7K	0.00%	00.0%	Unchanged
Close Asset Management Ltd	200	$21.0K	0.00%	00.0%	Unchanged
Wetzel Investment Advisors, Inc.	220	$21.3K	0.01%	00.0%	Unchanged
Trust Co	200	$21.3K	0.00%	00.0%	Unchanged
West Branch Capital LLC	200	$21.3K	0.01%	00.0%	Unchanged
Oliver Lagore Vanvalin Investment Group	200	$21.3K	0.01%	00.0%	Unchanged
Nordwand Advisors, LLC	200	$21.3K	0.01%	00.0%	Unchanged
Gilliland Jeter Wealth Management LLC	200	$21.3K	0.01%	00.0%	Unchanged
BOK Financial Private Wealth, Inc.	201	$21.4K	0.00%	00.0%	Unchanged
Red Tortoise LLC	207	$22.0K	0.01%	00.0%	Unchanged