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 |
|---|---|---|---|---|---|
| Forum Financial Management, LP | 23,822 | $2.54M | 0.05% | 00.0% | Unchanged |
| Foyston, Gordon, & Payne Inc | 23,856 | $2.54M | 0.63% | −1,054−4.2% | Reduced |
| Penserra Capital Management LLC | 23,863 | $2.54M | 0.03% | +3,839+19.2% | Added |
| Capital Wealth Planning, LLC | 23,863 | $2.54M | 0.03% | +3,839+19.2% | Added |
| Benjamin Edwards Inc | 23,930 | $2.55M | 0.49% | +194+0.8% | Added |
| Tealwood Asset Management Inc | 24,220 | $2.58M | 1.55% | −229−0.9% | Reduced |
| CIBC Asset Management Inc | 24,283 | $2.59M | 0.01% | +24,283 | New |
| EagleClaw Capital Managment, LLC | 24,284 | $2.59M | 0.47% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 24,338 | $2.59M | 0.00% | +13,839+131.8% | Added |
| Integrated Wealth Concepts LLC | 24,367 | $2.59M | 0.04% | +450+1.9% | Added |
| Penobscot Investment Management Company, Inc. | 24,767 | $2.64M | 0.25% | +6,265+33.9% | Added |
| Arvest Trust Co N A | 24,836 | $2.64M | 0.16% | −1,664−6.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 24,940 | $2.66M | 0.07% | −712−2.8% | Reduced |
| National Asset Management, Inc. | 24,999 | $2.66M | 0.07% | −2,075−7.7% | Reduced |
| Peapack Gladstone Financial Corp | 25,118 | $2.67M | 0.04% | −451−1.8% | Reduced |
| Atria Wealth Solutions, Inc. | 25,244 | $2.69M | 0.03% | −1,108−4.2% | Reduced |
| Oxbow Advisors, LLC | 25,547 | $2.72M | 0.32% | +25,547 | New |
| Congress Wealth Management LLC | 26,120 | $2.78M | 0.04% | +26,120 | New |
| Avantax Advisory Services, Inc. | 26,189 | $2.79M | 0.02% | +7,423+39.6% | Added |
| Fred Alger Management, LLC | 26,295 | $2.80M | 0.01% | +1,852+7.6% | Added |
| We Are One Seven, LLC | 26,447 | $2.82M | 0.13% | −630−2.3% | Reduced |
| Daymark Wealth Partners, LLC | 26,821 | $2.86M | 0.13% | +2,544+10.5% | Added |
| Geneos Wealth Management Inc. | 26,961 | $2.87M | 0.13% | +1,535+6.0% | Added |
| Diamond Hill Capital Management Inc | 27,000 | $2.87M | 0.01% | +3,466+14.7% | Added |
| Advisors Asset Management, Inc. | 27,004 | $2.87M | 0.06% | +2,085+8.4% | Added |
| Telos Capital Management, Inc. | 27,077 | $2.88M | 0.32% | +652+2.5% | Added |
| Sequoia Financial Advisors, LLC | 27,137 | $2.89M | 0.03% | +1,826+7.2% | Added |
| Ashton Thomas Securities, LLC | 26,704 | $2.89M | 0.70% | +26,704 | New |
| Catalyst Capital Advisors LLC | 27,518 | $2.93M | 0.07% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 27,592 | $2.94M | 1.02% | −65−0.2% | Reduced |
| Eldred Rock Partners, LLC | 27,727 | $2.95M | 1.23% | +13,348+92.8% | Added |
| Crossmark Global Holdings, Inc. | 27,793 | $2.96M | 0.06% | +349+1.3% | Added |
| Americana Partners, LLC | 27,889 | $2.97M | 0.23% | +318+1.2% | Added |
| Cornerstone Wealth Group, LLC | 27,918 | $2.97M | 0.26% | +475+1.7% | Added |
| Prudential Financial Inc | 27,925 | $2.97M | 0.00% | +10,214+57.7% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 28,130 | $2.99M | 2.16% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 28,139 | $3.00M | 0.30% | −296−1.0% | Reduced |
| Fairfield, Bush & Co. | 28,617 | $3.05M | 1.83% | −192−0.7% | Reduced |
| Moors & Cabot, Inc. | 28,809 | $3.07M | 0.16% | −183−0.6% | Reduced |
| RSM US Wealth Management LLC | 28,820 | $3.07M | 0.05% | +21,335+285.0% | Added |
| Bradley Foster & Sargent Inc | 29,378 | $3.13M | 0.06% | −419−1.4% | Reduced |
| AMG National Trust Bank | 29,487 | $3.14M | 0.08% | −335−1.1% | Reduced |
| apricus wealth, LLC | 29,916 | $3.18M | 2.27% | −1,105−3.6% | Reduced |
| Acadian Asset Management LLC | 29,994 | $3.19M | 0.01% | +16,335+119.6% | Added |
| Wambolt & Associates, LLC | 30,190 | $3.22M | 0.93% | +1,965+7.0% | Added |
| TownSquare Capital, LLC | 30,893 | $3.29M | 0.04% | +5,545+21.9% | Added |
| Arlington Partners LLC | 31,152 | $3.32M | 1.65% | +1,503+5.1% | Added |
| Somerville Kurt F | 31,225 | $3.32M | 0.56% | −22,259−41.6% | Reduced |
| Brinker Capital Investments, LLC | 31,344 | $3.34M | 0.04% | +1,976+6.7% | Added |
| Orion Portfolio Solutions, LLC | 31,344 | $3.34M | 0.04% | +1,976+6.7% | Added |
| Great Valley Advisor Group, Inc. | 31,343 | $3.34M | 0.09% | +31,343 | New |
| Envestnet Portfolio Solutions, Inc. | 31,387 | $3.34M | 0.01% | −4,077−11.5% | Reduced |
| Northeast Investment Management | 32,153 | $3.42M | 0.16% | +6,223+24.0% | Added |
| Chesley Taft & Associates LLC | 32,402 | $3.45M | 0.17% | −310−0.9% | Reduced |
| Oppenheimer & Co Inc | 32,706 | $3.48M | 0.06% | +1,768+5.7% | Added |
| Fort Pitt Capital Group, LLC | 32,810 | $3.49M | 0.11% | +1,079+3.4% | Added |
| CAPROCK Group, Inc. | 32,889 | $3.50M | 0.14% | +16,153+96.5% | Added |
| NBT Bank N A | 33,150 | $3.53M | 0.25% | +7,147+27.5% | Added |
| Balyasny Asset Management LLC | 33,770 | $3.60M | 0.01% | +21,496+175.1% | Added |
| Greenup Street Wealth Management LLC | 33,868 | $3.61M | 0.85% | +33,868 | New |
| Beach Investment Counsel Inc | 34,172 | $3.64M | 0.45% | −3,813−10.0% | Reduced |
| Park Avenue Securities LLC | 34,482 | $3.67M | 0.04% | +6,862+24.8% | Added |
| Davenport & Co LLC | 34,493 | $3.67M | 0.02% | +148+0.4% | Added |
| Patten & Patten Inc | 34,580 | $3.68M | 0.26% | −920−2.6% | Reduced |
| Fort Washington Investment Advisors Inc | 34,625 | $3.69M | 0.02% | −60,692−63.7% | Reduced |
| WealthTrust Axiom LLC | 35,045 | $3.73M | 1.24% | +911+2.7% | Added |
| Advisory Services Network, LLC | 35,051 | $3.73M | 0.08% | −2,070−5.6% | Reduced |
| Choate Investment Advisors | 35,197 | $3.75M | 0.10% | −510−1.4% | Reduced |
| Yousif Capital Management, LLC | 35,302 | $3.76M | 0.04% | −4,116−10.4% | Reduced |
| Boston Partners | 35,467 | $3.78M | 0.00% | +17,450+96.9% | Added |
| Providence Capital Advisors, LLC | 35,533 | $3.78M | 0.82% | +416+1.2% | Added |
| Argent Trust Co | 35,575 | $3.79M | 0.17% | +1,574+4.6% | Added |
| Gluskin Sheff & Assoc Inc | 35,733 | $3.80M | 0.43% | −8,000−18.3% | Reduced |
| Colony Group, LLC | 36,384 | $3.87M | 0.01% | +6,211+20.6% | Added |
| Azzad Asset Management Inc | 36,383 | $3.87M | 0.46% | +16,099+79.4% | Added |
| Haverford Trust Co | 36,677 | $3.90M | 0.04% | −1,166−3.1% | Reduced |
| MAI Capital Management | 36,757 | $3.91M | 0.04% | +3,867+11.8% | Added |
| Perennial Advisors, LLC | 37,743 | $4.02M | 0.90% | +2,069+5.8% | Added |
| Nichols & Pratt Advisers LLP | 37,802 | $4.02M | 0.27% | −5,494−12.7% | Reduced |
| Rhumbline Advisers | 37,810 | $4.03M | 0.00% | +499+1.3% | Added |
| Monte Financial Group, LLC | 37,999 | $4.05M | 1.79% | +37,999 | New |
| Woodmont Investment Counsel LLC | 38,386 | $4.09M | 0.33% | −1,285−3.2% | Reduced |
| Private Advisor Group, LLC | 38,448 | $4.09M | 0.03% | +1,056+2.8% | Added |
| Signaturefd, LLC | 38,768 | $4.13M | 0.08% | +2,244+6.1% | Added |
| Pekin Hardy Strauss, Inc. | 38,818 | $4.13M | 0.57% | −1,152−2.9% | Reduced |
| Sofos Investments, Inc. | 39,067 | $4.16M | 1.04% | −31,142−44.4% | Reduced |
| Logan Capital Management Inc | 39,134 | $4.17M | 0.18% | −1,521−3.7% | Reduced |
| DRW Securities, LLC | 39,405 | $4.19M | 0.26% | −6,928−15.0% | Reduced |
| Glenmede Trust Co NA | 39,618 | $4.22M | 0.02% | +146+0.4% | Added |
| Fayez Sarofim & Co | 39,990 | $4.26M | 0.01% | −9,410−19.0% | Reduced |
| Hayek Kallen Investment Management | 40,695 | $4.33M | 1.62% | −270−0.7% | Reduced |
| Carret Asset Management, LLC | 41,034 | $4.37M | 0.51% | −120−0.3% | Reduced |
| Keybank National Association | 42,062 | $4.48M | 0.02% | +1,161+2.8% | Added |
| Advisors Capital Management, LLC | 42,736 | $4.55M | 0.08% | +3,816+9.8% | Added |
| Scotia Capital Inc. | 43,207 | $4.60M | 0.03% | +2,154+5.2% | Added |
| Greenfield Seitz Capital Management, LLC | 44,530 | $4.74M | 1.76% | −52−0.1% | Reduced |
| Henry James International Management, Inc. | 44,736 | $4.76M | 1.69% | +9,003+25.2% | Added |
| Auto-Owners Insurance Co | 45,143 | $4.81M | 0.13% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 45,675 | $4.86M | 0.05% | +1,081+2.4% | Added |
| Atria Investments LLC | 45,849 | $4.88M | 0.06% | −2,632−5.4% | Reduced |