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, 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 | 1,625 | $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, 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 |
|---|---|---|---|---|---|
| Dorsey & Whitney Trust CO LLC | 14,458 | $1.54M | 0.11% | −669−4.4% | Reduced |
| Mosaic Financial Group, LLC | 14,491 | $1.54M | 1.11% | −461−3.1% | Reduced |
| Cidel Asset Management Inc | 14,503 | $1.54M | 0.12% | +14,503 | New |
| IAM Advisory, LLC | 14,550 | $1.55M | 0.42% | +840+6.1% | Added |
| Coastline Trust Co | 14,561 | $1.55M | 0.18% | −100−0.7% | Reduced |
| Lowe Brockenbrough & Co Inc | 14,619 | $1.56M | 0.10% | −550−3.6% | Reduced |
| Roberts Glore & Co Inc | 14,691 | $1.56M | 0.47% | −252−1.7% | Reduced |
| Bayesian Capital Management, LP | 14,700 | $1.56M | 0.18% | +4,100+38.7% | Added |
| FineMark National Bank & Trust | 14,772 | $1.57M | 0.06% | −1,376−8.5% | Reduced |
| Stonebridge Capital Management Inc | 14,775 | $1.57M | 0.67% | −250−1.7% | Reduced |
| Empire Financial Management Company, LLC | 14,828 | $1.58M | 0.52% | +167+1.1% | Added |
| Solutions 4 Wealth, Ltd | 14,854 | $1.58M | 3.59% | +14,854 | New |
| SevenBridge Financial Group, LLC | 14,373 | $1.58M | 0.35% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 14,875 | $1.58M | 0.38% | 00.0% | Unchanged |
| Marco Investment Management LLC | 14,905 | $1.59M | 0.15% | −425−2.8% | Reduced |
| World Equity Group, Inc. | 14,982 | $1.60M | 0.48% | +8+0.1% | Added |
| Parsons Capital Management Inc | 15,001 | $1.60M | 0.11% | −1,094−6.8% | Reduced |
| Lester Murray Antman dba SimplyRich | 15,054 | $1.60M | 0.51% | −1,089−6.7% | Reduced |
| Pine Valley Investments Ltd Liability Co | 15,092 | $1.61M | 0.12% | +2,537+20.2% | Added |
| Campbell & CO Investment Adviser LLC | 15,106 | $1.61M | 0.14% | +4,442+41.7% | Added |
| Park National Corp | 15,350 | $1.63M | 0.06% | −684−4.3% | Reduced |
| Schechter Investment Advisors, LLC | 15,469 | $1.65M | 0.12% | +974+6.7% | Added |
| Old National Bancorp | 15,544 | $1.65M | 0.04% | +971+6.7% | Added |
| Altman Advisors, Inc. | 15,566 | $1.66M | 0.94% | +50+0.3% | Added |
| Hantz Financial Services, Inc. | 15,986 | $1.70M | 0.03% | −8,401−34.4% | Reduced |
| Richard P Slaughter Associates Inc | 16,033 | $1.71M | 0.40% | +1,045+7.0% | Added |
| Ascent Wealth Partners, LLC | 16,087 | $1.71M | 0.25% | −123−0.8% | Reduced |
| Foster & Motley Inc | 16,138 | $1.72M | 0.12% | +3,580+28.5% | Added |
| Greenleaf Trust | 16,156 | $1.72M | 0.02% | −1,211−7.0% | Reduced |
| Snowden Capital Advisors LLC | 16,345 | $1.74M | 0.05% | +821+5.3% | Added |
| Vise Technologies, Inc. | 16,365 | $1.74M | 0.31% | +686+4.4% | Added |
| TD Asset Management Inc | 16,425 | $1.75M | 0.00% | −35,531−68.4% | Reduced |
| Patten Group, Inc. | 16,513 | $1.76M | 0.41% | +403+2.5% | Added |
| Rothschild Investment LLC | 16,599 | $1.77M | 0.12% | +444+2.7% | Added |
| Palisade Asset Management, LLC | 16,624 | $1.77M | 0.18% | −4,400−20.9% | Reduced |
| Kestra Private Wealth Services, LLC | 16,635 | $1.77M | 0.04% | +738+4.6% | Added |
| Highland Capital Management, LLC | 16,644 | $1.77M | 0.10% | +4,950+42.3% | Added |
| Valley National Advisers Inc | 16,794 | $1.79M | 0.27% | −351−2.0% | Reduced |
| Delphi Management Inc | 16,882 | $1.80M | 1.47% | +403+2.4% | Added |
| Quantbot Technologies LP | 16,978 | $1.81M | 0.09% | −46,121−73.1% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 17,038 | $1.81M | 0.03% | +12,747+297.1% | Added |
| Mount Yale Investment Advisors, LLC | 17,115 | $1.82M | 0.14% | −1,224−6.7% | Reduced |
| Prospera Financial Services Inc | 17,126 | $1.82M | 0.05% | −296−1.7% | Reduced |
| Benedict Financial Advisors Inc | 17,192 | $1.83M | 0.46% | +179+1.1% | Added |
| Advisors Management Group Inc | 17,245 | $1.84M | 0.46% | −150−0.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 17,360 | $1.85M | 0.08% | +6,438+58.9% | Added |
| Quadrant Capital Group LLC | 17,362 | $1.85M | 0.14% | +581+3.5% | Added |
| Ballentine Partners, LLC | 17,380 | $1.85M | 0.03% | +2,000+13.0% | Added |
| Dynamic Advisor Solutions LLC | 17,459 | $1.86M | 0.06% | +3,042+21.1% | Added |
| Perigon Wealth Management, LLC | 17,481 | $1.86M | 0.05% | −140−0.8% | Reduced |
| Compass Wealth Management LLC | 17,575 | $1.87M | 0.46% | −50−0.3% | Reduced |
| Kahn Brothers Group Inc | 17,581 | $1.87M | 0.31% | +2,168+14.1% | Added |
| Atlantic Union Bankshares Corp | 17,881 | $1.90M | 0.12% | −136−0.8% | Reduced |
| Independent Investors Inc | 17,900 | $1.91M | 0.42% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 17,924 | $1.91M | 0.01% | +2,811+18.6% | Added |
| Great Lakes Advisors, LLC | 17,928 | $1.91M | 0.02% | +14,976+507.3% | Added |
| Headinvest, LLC | 17,978 | $1.91M | 0.38% | 00.0% | Unchanged |
| Bokf, NA | 18,078 | $1.92M | 0.03% | −1,174−6.1% | Reduced |
| Checchi Capital Advisers, LLC | 18,178 | $1.94M | 0.15% | −210−1.1% | Reduced |
| Ellevest, Inc. | 18,202 | $1.94M | 0.12% | +1,952+12.0% | Added |
| Berkeley Capital Partners, LLC | 18,204 | $1.94M | 0.58% | +52+0.3% | Added |
| West Oak Capital, LLC | 18,348 | $1.95M | 0.79% | +5,140+38.9% | Added |
| Jamison Private Wealth Management, Inc. | 18,398 | $1.96M | 0.33% | −226−1.2% | Reduced |
| Broderick Brian C | 18,813 | $2.00M | 0.41% | −3,021−13.8% | Reduced |
| Abbot Financial Management, Inc. | 18,939 | $2.02M | 1.08% | −40−0.2% | Reduced |
| Vident Advisory, LLC | 19,043 | $2.03M | 0.06% | +3,983+26.4% | Added |
| Optimist Retirement Group LLC | 19,147 | $2.04M | 1.07% | +19,147 | New |
| Aquatic Capital Management LLC | 19,200 | $2.04M | 0.08% | +19,200 | New |
| Johnson Investment Counsel Inc | 19,204 | $2.04M | 0.02% | +122+0.6% | Added |
| WCG Wealth Advisors LLC | 19,388 | $2.06M | 0.15% | +267+1.4% | Added |
| Trust Co of Toledo NA | 19,602 | $2.09M | 0.30% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 19,775 | $2.10M | 0.03% | +19,775 | New |
| Old Port Advisors | 19,844 | $2.11M | 0.63% | −114−0.6% | Reduced |
| Arvest Investments, Inc. | 19,859 | $2.11M | 0.34% | −787−3.8% | Reduced |
| Synergy Financial Management, LLC | 19,905 | $2.12M | 0.33% | −6,650−25.0% | Reduced |
| Hemenway Trust Co LLC | 19,980 | $2.13M | 0.18% | −69,731−77.7% | Reduced |
| Guggenheim Capital LLC | 20,019 | $2.13M | 0.02% | +3,516+21.3% | Added |
| Prime Capital Investment Advisors, LLC | 20,039 | $2.13M | 0.03% | −1,369−6.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 20,050 | $2.13M | 0.16% | +1,677+9.1% | Added |
| Ipswich Investment Management Co., Inc. | 20,231 | $2.15M | 0.50% | +40.0% | Added |
| Stock Yards Bank & Trust Co | 20,468 | $2.18M | 0.07% | −98−0.5% | Reduced |
| Blue Square Asset Management, LLC | 20,684 | $2.20M | 1.28% | +1,744+9.2% | Added |
| Kovitz Investment Group Partners, LLC | 20,741 | $2.21M | 0.02% | +6,844+49.2% | Added |
| Mitchell & Pahl Private Wealth, LLC | 21,024 | $2.24M | 1.18% | −42−0.2% | Reduced |
| Foresight Capital Management Advisors, Inc. | 21,247 | $2.26M | 1.53% | +1,293+6.5% | Added |
| Marietta Investment Partners LLC | 21,404 | $2.28M | 0.50% | −140−0.6% | Reduced |
| Everett Harris & Co | 21,493 | $2.29M | 0.03% | 00.0% | Unchanged |
| Commerce Bank | 21,555 | $2.29M | 0.01% | −157−0.7% | Reduced |
| Clearstead Advisors, LLC | 21,660 | $2.31M | 0.04% | +262+1.2% | Added |
| First Hawaiian Bank | 21,729 | $2.31M | 0.08% | −823−3.6% | Reduced |
| Principal Securities, Inc. | 21,991 | $2.34M | 0.06% | +5,630+34.4% | Added |
| Huntington National Bank | 22,592 | $2.41M | 0.02% | +1,048+4.9% | Added |
| Alliancebernstein L.P. | 22,607 | $2.41M | 0.00% | −30,176−57.2% | Reduced |
| Cascade Investment Advisors, Inc. | 22,610 | $2.41M | 1.62% | +20+0.1% | Added |
| Capital Insight Partners, LLC | 22,615 | $2.41M | 0.45% | +22,615 | New |
| Beacon Financial Group | 22,620 | $2.41M | 0.27% | −167−0.7% | Reduced |
| Veriti Management LLC | 22,641 | $2.41M | 0.15% | +1,513+7.2% | Added |
| McKinley Capital Management LLC /Delaware | 23,015 | $2.45M | 0.43% | −54−0.2% | Reduced |
| Transform Wealth, LLC | 23,151 | $2.46M | 0.18% | −495−2.1% | Reduced |
| Fca Corp | 23,668 | $2.52M | 0.81% | +419+1.8% | Added |