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 |
|---|---|---|---|---|---|
| Farmers & Merchants Investments Inc | 45,873 | $4.88M | 0.16% | +255+0.6% | Added |
| Beacon Pointe Advisors, LLC | 45,923 | $4.89M | 0.06% | +1,209+2.7% | Added |
| Smithbridge Asset Management Inc | 46,230 | $4.92M | 1.02% | +351+0.8% | Added |
| Meritage Portfolio Management | 46,255 | $4.92M | 0.31% | +46,255 | New |
| Cardinal Capital Management | 46,875 | $4.99M | 0.84% | +1,156+2.5% | Added |
| Whittier Trust Co | 46,942 | $5.00M | 0.07% | −883−1.8% | Reduced |
| Fifth Third Bancorp | 47,066 | $5.01M | 0.02% | −13,559−22.4% | Reduced |
| Glassy Mountain Advisors, Inc. | 47,409 | $5.05M | 1.87% | +1,717+3.8% | Added |
| Baldwin Brothers Inc | 47,558 | $5.06M | 0.39% | −1,516−3.1% | Reduced |
| First Manhattan Co | 48,032 | $5.11M | 0.02% | −961−2.0% | Reduced |
| Pittenger & Anderson Inc | 48,270 | $5.14M | 0.21% | 00.0% | Unchanged |
| Lighthouse Investment Partners, LLC | 48,310 | $5.14M | 0.29% | +48,310 | New |
| Deutsche Bank AG | 48,542 | $5.17M | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 48,678 | $5.18M | 0.28% | −589−1.2% | Reduced |
| Voya Investment Management LLC | 48,735 | $5.19M | 0.01% | +31,740+186.8% | Added |
| Prentiss Smith & Co Inc | 48,813 | $5.20M | 3.62% | −527−1.1% | Reduced |
| CIBC World Markets Inc. | 49,257 | $5.24M | 0.01% | −1,512−3.0% | Reduced |
| Fiduciary Trust Co | 49,357 | $5.25M | 0.08% | −2,877−5.5% | Reduced |
| Naviter Wealth, LLC | 49,831 | $5.31M | 0.79% | +2,473+5.2% | Added |
| Sphera Funds Management Ltd. | 50,000 | $5.32M | 0.87% | 00.0% | Unchanged |
| Garland Capital Management Inc | 50,010 | $5.32M | 3.76% | −735−1.4% | Reduced |
| Timber Creek Capital Management LLC | 50,971 | $5.43M | 1.64% | +2,607+5.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 51,040 | $5.43M | 0.02% | −6,373−11.1% | Reduced |
| Wetherby Asset Management Inc | 51,356 | $5.47M | 0.26% | −384−0.7% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 51,890 | $5.52M | 2.26% | −896−1.7% | Reduced |
| Community Financial Services Group, LLC | 52,952 | $5.64M | 1.21% | +3,292+6.6% | Added |
| Narwhal Capital Management | 53,967 | $5.75M | 0.54% | +480+0.9% | Added |
| Brown Brothers Harriman & Co | 55,920 | $5.95M | 0.04% | +7,823+16.3% | Added |
| Jarislowsky, Fraser Ltd | 56,728 | $6.04M | 0.04% | −4,585−7.5% | Reduced |
| NorthCrest Asset Manangement, LLC | 57,153 | $6.08M | 0.20% | −143−0.2% | Reduced |
| Rathbone Brothers plc | 58,060 | $6.18M | 0.03% | −1,614−2.7% | Reduced |
| Syon Capital LLC | 58,364 | $6.21M | 0.57% | −277−0.5% | Reduced |
| Atom Investors LP | 58,416 | $6.22M | 0.62% | −2,099−3.5% | Reduced |
| Bleakley Financial Group, LLC | 58,721 | $6.25M | 0.18% | +3,990+7.3% | Added |
| Pinnacle Associates Ltd | 58,950 | $6.28M | 0.10% | −1,142−1.9% | Reduced |
| Banco Santander, S.A. | 59,819 | $6.37M | 0.08% | −1,650−2.7% | Reduced |
| Simplicity Wealth,LLC | 61,569 | $6.55M | 0.15% | +6,855+12.5% | Added |
| Graham Capital Management, L.P. | 62,225 | $6.62M | 0.23% | +40,542+187.0% | Added |
| Dearborn Partners LLC | 62,315 | $6.63M | 0.29% | 00.0% | Unchanged |
| Country Club Bank | 62,559 | $6.67M | 0.46% | −679−1.1% | Reduced |
| Foundations Investment Advisors, LLC | 63,815 | $6.79M | 0.16% | +14,581+29.6% | Added |
| Trustmark National Bank Trust Department | 66,632 | $7.09M | 0.57% | +663+1.0% | Added |
| Northwestern Mutual Wealth Management Co | 66,880 | $7.12M | 0.01% | +2,689+4.2% | Added |
| Welch & Forbes LLC | 66,381 | $7.16M | 0.10% | −2,713−3.9% | Reduced |
| Jones Financial Companies LLLP | 68,416 | $7.28M | 0.01% | +24,775+56.8% | Added |
| JustInvest LLC | 69,774 | $7.32M | 0.14% | +11,355+19.4% | Added |
| Cresset Asset Management, LLC | 69,686 | $7.42M | 0.03% | +9,407+15.6% | Added |
| TCW Group Inc | 73,984 | $7.88M | 0.07% | −985−1.3% | Reduced |
| Sanctuary Advisors, LLC | 81,158 | $7.91M | 0.06% | +81,158 | New |
| Camden National Bank | 75,382 | $8.03M | 1.24% | +10,290+15.8% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 75,477 | $8.04M | 2.23% | −311−0.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 78,057 | $8.31M | 0.03% | +67,095+612.1% | Added |
| Altrius Capital Management Inc | 78,060 | $8.31M | 2.19% | +1,339+1.7% | Added |
| Live Oak Private Wealth LLC | 79,323 | $8.44M | 1.45% | −1,072−1.3% | Reduced |
| Cohen Capital Management, Inc. | 80,078 | $8.53M | 1.47% | 00.0% | Unchanged |
| CWM, LLC | 80,817 | $8.60M | 0.04% | −1,795−2.2% | Reduced |
| Blair William & Co | 81,162 | $8.64M | 0.03% | −823−1.0% | Reduced |
| Osterweis Capital Management Inc | – | $8.64M | 0.45% | – | – |
| Mengis Capital Management, Inc. | 81,605 | $8.69M | 1.76% | −2,188−2.6% | Reduced |
| Investment House LLC | 82,429 | $8.78M | 0.50% | +350+0.4% | Added |
| United Capital Financial Advisers, LLC | 82,556 | $8.79M | 0.08% | +3,545+4.5% | Added |
| Tower Bridge Advisors | 83,362 | $8.87M | 0.99% | −1,606−1.9% | Reduced |
| Gabelli Funds LLC | 85,000 | $9.05M | 0.07% | −1,000−1.2% | Reduced |
| Baird Financial Group, Inc. | 87,284 | $9.29M | 0.02% | +5,644+6.9% | Added |
| Tweedy, Browne Co LLC | 87,606 | $9.33M | 0.43% | −1,840−2.1% | Reduced |
| Matthew Goff Investment Advisor, LLC | 87,903 | $9.36M | 1.91% | +3,320+3.9% | Added |
| Clifford Swan Investment Counsel LLC | 87,987 | $9.37M | 0.35% | −415−0.5% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 88,425 | $9.41M | 2.83% | −487−0.5% | Reduced |
| Zevin Asset Management LLC | 88,442 | $9.42M | 1.52% | −2,296−2.5% | Reduced |
| Manufacturers Life Insurance Company, The | 89,758 | $9.56M | 0.01% | −300.0% | Reduced |
| American Assets Investment Management, LLC | 93,610 | $9.97M | 0.93% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 95,056 | $10.1M | 0.33% | +1,015+1.1% | Added |
| New York State Common Retirement Fund | 95,710 | $10.2M | 0.01% | −13,165−12.1% | Reduced |
| Federated Hermes, Inc. | 97,936 | $10.4M | 0.02% | −12,266−11.1% | Reduced |
| Euro Pacific Asset Management, LLC | 98,409 | $10.5M | 2.08% | −957−1.0% | Reduced |
| Bahl & Gaynor Inc | 102,195 | $10.9M | 0.06% | −815−0.8% | Reduced |
| Jane Street Group, LLC | 104,237 | $11.1M | 0.01% | +70,185+206.1% | Added |
| GWM Advisors LLC | 105,157 | $11.2M | 0.08% | −284,568−73.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 105,867 | $11.3M | 0.03% | −5,586−5.0% | Reduced |
| Advisor Group Holdings, Inc. | 107,431 | $11.4M | 0.03% | +16,095+17.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 107,681 | $11.5M | 0.06% | +24,954+30.2% | Added |
| Cetera Investment Advisers | 109,656 | $11.7M | 0.03% | +3,121+2.9% | Added |
| Tocqueville Asset Management L.P. | 110,276 | $11.7M | 0.19% | +1,737+1.6% | Added |
| Rockefeller Capital Management L.P. | 110,523 | $11.8M | 0.03% | −38,218−25.7% | Reduced |
| Quantinno Capital Management LP | 111,579 | $11.9M | 0.21% | +42,312+61.1% | Added |
| Ingalls & Snyder LLC | 114,225 | $12.2M | 0.53% | +1,960+1.7% | Added |
| Reynders McVeigh Capital Management, LLC | 114,342 | $12.2M | 0.69% | −6,878−5.7% | Reduced |
| MML Investors Services, LLC | 118,438 | $12.6M | 0.05% | −1,018−0.9% | Reduced |
| ExodusPoint Capital Management, LP | 120,170 | $12.8M | 0.14% | +120,170 | New |
| Nixon Peabody Trust Co | 120,476 | $12.8M | 1.14% | −4,812−3.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 121,676 | $13.0M | 0.20% | −17,402−12.5% | Reduced |
| ProVise Management Group, LLC | 128,553 | $13.7M | 1.16% | +1,163+0.9% | Added |
| Captrust Financial Advisors | 129,315 | $13.8M | 0.04% | +2,534+2.0% | Added |
| Edgemoor Investment Advisors, Inc. | 129,969 | $13.8M | 1.29% | −3,908−2.9% | Reduced |
| Foster Victor Wealth Advisors, LLC | 126,477 | $14.0M | 1.17% | +1,589+1.3% | Added |
| Exencial Wealth Advisors, LLC | 131,888 | $14.0M | 0.53% | −9,209−6.5% | Reduced |
| Pathstone Holdings, LLC | 135,273 | $14.4M | 0.07% | −5,839−4.1% | Reduced |
| Mercer Global Advisors Inc | 153,055 | $14.5M | 0.04% | +5,285+3.6% | Added |
| Charles Schwab Investment Management Inc | 138,266 | $14.7M | 0.00% | +17,662+14.6% | Added |
| Promethos Capital, LLC | 141,076 | $15.0M | 5.68% | +28,991+25.9% | Added |