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 |
|---|---|---|---|---|---|
| Ethic Inc. | 140,957 | $15.0M | 0.35% | +8,210+6.2% | Added |
| Manning & Napier Advisors LLC | 141,314 | $15.0M | 0.17% | +141,314 | New |
| Macquarie Group Ltd | 141,577 | $15.1M | 0.02% | −240,209−62.9% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 141,572 | $15.1M | 3.27% | +508+0.4% | Added |
| Oak Associates, Ltd | 151,507 | $16.1M | 1.07% | −651−0.4% | Reduced |
| Boothbay Fund Management, LLC | 153,043 | $16.3M | 0.53% | −122,931−44.5% | Reduced |
| Two Sigma Investments, LP | 156,412 | $16.7M | 0.04% | −4,997−3.1% | Reduced |
| Grandfield & Dodd, LLC | 160,542 | $17.1M | 1.08% | +778+0.5% | Added |
| Boston Common Asset Management, LLC | 160,804 | $17.1M | 0.44% | −100−0.1% | Reduced |
| Neuberger Berman Group LLC | 167,424 | $17.8M | 0.01% | −7,834−4.5% | Reduced |
| M&T Bank Corp | 167,591 | $17.8M | 0.06% | −3,713−2.2% | Reduced |
| Foresight Global Investors, Inc. | 171,296 | $18.2M | 8.77% | −26,079−13.2% | Reduced |
| Qube Research & Technologies Ltd | 175,483 | $18.7M | 0.03% | −554,229−76.0% | Reduced |
| John G Ullman & Associates Inc | 177,248 | $18.9M | 2.88% | −1,939−1.1% | Reduced |
| Douglas Lane & Associates, LLC | 177,302 | $18.9M | 0.27% | −2,662−1.5% | Reduced |
| QRG Capital Management, Inc. | 177,623 | $18.9M | 0.22% | +9,091+5.4% | Added |
| National Bank of Canada | 178,000 | $18.9M | 0.03% | +31,812+21.8% | Added |
| Kestra Advisory Services, LLC | 188,806 | $20.1M | 0.11% | +153,096+428.7% | Added |
| Wilkins Investment Counsel Inc | 188,969 | $20.1M | 3.00% | +1,232+0.7% | Added |
| Godsey & Gibb Associates | 190,918 | $20.3M | 2.10% | −6,347−3.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 191,503 | $20.4M | 0.21% | +10,739+5.9% | Added |
| Mariner, LLC | 197,781 | $21.1M | 0.04% | +5,359+2.8% | Added |
| Causeway Capital Management LLC | 202,335 | $21.5M | 0.59% | −37,133−15.5% | Reduced |
| Stifel Financial Corp | 210,743 | $22.4M | 0.03% | −48,627−18.7% | Reduced |
| First Financial Bankshares Inc | 213,034 | $22.7M | 0.52% | −100,125−32.0% | Reduced |
| Assetmark, Inc | 213,706 | $22.8M | 0.07% | −4,991−2.3% | Reduced |
| HSBC Holdings PLC | 214,962 | $23.0M | 0.01% | +214,962 | New |
| US Bancorp | 216,477 | $23.0M | 0.03% | −47,599−18.0% | Reduced |
| Cambiar Investors LLC | 216,656 | $23.1M | 0.90% | +74,938+52.9% | Added |
| Commonwealth Equity Services, LLC | 216,679 | $23.1M | 0.04% | −7,076−3.2% | Reduced |
| Optiver Holding B.V. | 219,044 | $23.3M | 0.45% | +8,766+4.2% | Added |
| Brown Advisory Inc | 222,810 | $23.7M | 0.03% | −10,611−4.5% | Reduced |
| The PNC Financial Services Group, Inc. | 223,037 | $23.7M | 0.02% | −12,740−5.4% | Reduced |
| Brandes Investment Partners, LP | 224,224 | $23.9M | 0.29% | +10,297+4.8% | Added |
| Martin Investment Management, LLC | 228,936 | $24.4M | 6.25% | −7,864−3.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 229,800 | $24.5M | 0.22% | +57,000+33.0% | Added |
| Invesco Ltd. | 242,881 | $25.9M | 0.01% | +158+0.1% | Added |
| Managed Asset Portfolios, LLC | 244,810 | $26.1M | 3.86% | −14,212−5.5% | Reduced |
| Old Mission Capital LLC | 244,976 | $26.1M | 0.68% | +234,511+2,240.9% | Added |
| Citadel Advisors LLC | 246,561 | $26.2M | 0.03% | −315,524−56.1% | Reduced |
| Janney Montgomery Scott LLC | 248,911 | $26.5M | 0.08% | −3,850−1.5% | Reduced |
| GW Henssler & Associates Ltd | 249,225 | $26.5M | 1.60% | +599+0.2% | Added |
| Citigroup Inc | 251,536 | $26.8M | 0.03% | −664,628−72.5% | Reduced |
| Financial Counselors Inc | 260,188 | $27.7M | 0.45% | +3,650+1.4% | Added |
| Cerity Partners LLC | 269,256 | $28.7M | 0.08% | −17,920−6.2% | Reduced |
| Van Eck Associates Corp | 286,590 | $30.5M | 0.04% | +16,150+6.0% | Added |
| Oppenheimer Asset Management Inc. | 290,113 | $30.9M | 0.39% | +31,180+12.0% | Added |
| HighTower Advisors, LLC | 295,848 | $31.5M | 0.05% | −405−0.1% | Reduced |
| Integral Health Asset Management, LLC | 300,000 | $31.9M | 3.18% | +75,000+33.3% | Added |
| JPMorgan Chase & Co | 317,814 | $33.8M | 0.00% | −87,017−21.5% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 319,379 | $34.0M | 1.85% | +4,820+1.5% | Added |
| Saturna Capital CORP | 326,413 | $34.7M | 0.46% | −1,471−0.4% | Reduced |
| Creative Planning | 331,465 | $35.3M | 0.04% | +14,858+4.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 354,449 | $37.7M | 0.05% | +16,492+4.9% | Added |
| NewEdge Wealth, LLC | 364,060 | $38.8M | 0.84% | +9,050+2.5% | Added |
| Pacer Advisors, Inc. | 375,068 | $39.9M | 0.09% | −18,268−4.6% | Reduced |
| Morningstar Investment Services LLC | 374,998 | $40.0M | 0.43% | +4,004+1.1% | Added |
| TCTC Holdings, LLC | 395,520 | $42.1M | 1.45% | −2,781−0.7% | Reduced |
| Todd Asset Management LLC | 396,711 | $42.2M | 0.88% | +100,465+33.9% | Added |
| LPL Financial LLC | 402,094 | $42.8M | 0.02% | +41,046+11.4% | Added |
| Groupama Asset Managment | 421,236 | $45.0M | 0.93% | +25,641+6.5% | Added |
| Ameriprise Financial Inc | 447,674 | $47.7M | 0.01% | +18,132+4.2% | Added |
| First Trust Advisors LP | 467,516 | $49.8M | 0.05% | −161,731−25.7% | Reduced |
| Clark Capital Management Group, Inc. | 491,609 | $52.3M | 0.38% | +491,609 | New |
| D.A. Davidson & Co. | 492,082 | $52.4M | 0.46% | −1,220−0.2% | Reduced |
| American Century Companies Inc | 492,244 | $52.4M | 0.03% | +827+0.2% | Added |
| CIBC Private Wealth Group, LLC | 488,873 | $52.8M | 0.10% | −6,807−1.4% | Reduced |
| Harvest Portfolios Group Inc. | 517,939 | $55.1M | 2.11% | +32,968+6.8% | Added |
| Raymond James & Associates | 536,607 | $57.1M | 0.04% | +6,767+1.3% | Added |
| SEI Investments Co | 569,952 | $60.7M | 0.09% | −2,937−0.5% | Reduced |
| CI Private Wealth, LLC | 580,733 | $61.8M | 0.11% | −5,055−0.9% | Reduced |
| Canada Pension Plan Investment Board | 606,890 | $64.6M | 0.06% | +606,890 | New |
| Bristol John W & Co Inc | 624,923 | $66.5M | 1.08% | −13,635−2.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 630,711 | $67.1M | 0.06% | +185,510+41.7% | Added |
| Royal Bank of Canada | 638,645 | $68.0M | 0.02% | +40,697+6.8% | Added |
| Bank of Montreal | 657,903 | $70.7M | 0.04% | +509,567+343.5% | Added |
| Truist Financial Corp | 750,405 | $79.9M | 0.12% | −5,657−0.7% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 779,681 | $83.0M | 0.28% | −166,195−17.6% | Reduced |
| Earnest Partners LLC | 809,287 | $86.2M | 0.40% | −26,264−3.1% | Reduced |
| Capital Research Global Investors | 904,128 | $96.3M | 0.02% | −60.0% | Reduced |
| Natixis Advisors, L.P. | 912,527 | $97.1M | 0.21% | −14,128−1.5% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 1,112,491 | $118.4M | 0.38% | +267,490+31.7% | Added |
| FMR LLC | 1,283,098 | $136.6M | 0.01% | +71,153+5.9% | Added |
| Magnetar Financial LLC | 1,305,446 | $139.0M | 2.90% | −600,600−31.5% | Reduced |
| Mondrian Investment Partners LTD | 1,272,482 | $141.9M | 2.18% | −793,257−38.4% | Reduced |
| Scharf Investments, LLC | 1,351,452 | $143.9M | 4.10% | −13,402−1.0% | Reduced |
| UBS Group AG | 1,383,046 | $147.2M | 0.05% | −163,692−10.6% | Reduced |
| Fisher Asset Management, LLC | 1,474,158 | $156.9M | 0.07% | +26,283+1.8% | Added |
| State Street Corp | 1,753,974 | $186.7M | 0.01% | +16,020+0.9% | Added |
| BlackRock Inc. | 1,867,153 | $198.8M | 0.00% | +8,353+0.4% | Added |
| Bank of New York Mellon Corp | 1,904,664 | $202.8M | 0.04% | +1,250,318+191.1% | Added |
| Envestnet Asset Management Inc | 1,928,853 | $205.3M | 0.07% | −24,199−1.2% | Reduced |
| Northern Trust Corp | 2,059,243 | $219.2M | 0.04% | −91,653−4.3% | Reduced |
| Wells Fargo & Company | 2,088,574 | $222.3M | 0.06% | +78,448+3.9% | Added |
| Principal Financial Group Inc | 2,481,565 | $264.2M | 0.16% | −41,769−1.7% | Reduced |
| Renaissance Technologies LLC | 2,499,782 | $266.1M | 0.45% | −440,800−15.0% | Reduced |
| Janus Henderson Group PLC | 2,548,913 | $271.4M | 0.15% | −19,815−0.8% | Reduced |
| Cullen Capital Management LLC | 2,870,381 | $305.6M | 3.52% | −54,043−1.8% | Reduced |
| Goldman Sachs Group Inc | 3,081,076 | $328.0M | 0.06% | +21,715+0.7% | Added |
| Wellington Management Group LLP | 4,384,650 | $466.8M | 0.08% | −204,700−4.5% | Reduced |