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 |
|---|---|---|---|---|---|
| Bank of America Corp | 4,845,053 | $515.8M | 0.05% | −43,140−0.9% | Reduced |
| Franklin Resources Inc | 5,339,490 | $568.4M | 0.17% | −360,299−6.3% | Reduced |
| Loomis Sayles & Co L P | 5,945,383 | $632.9M | 0.87% | +27,411+0.5% | Added |
| Dimensional Fund Advisors LP | 7,407,692 | $788.6M | 0.21% | +1,389,610+23.1% | Added |
| Morgan Stanley | 7,416,679 | $789.6M | 0.06% | +158,298+2.2% | Added |
| Primecap Management Co | 12,179,345 | $1.30B | 0.94% | −238,410−1.9% | Reduced |
| Dodge & Cox | 12,236,526 | $1.30B | 0.78% | −117,459−1.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 30,709 | – | – | +30,709 | New |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −323,549−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −142,265−100.0% | Sold out |
| Richard C. Young & CO., LTD. | 0 | $0 | 0.00% | −131,600−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −131,247−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −105,656−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −82,943−100.0% | Sold out |
| CORDA Investment Management, LLC. | 0 | $0 | 0.00% | −77,038−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −62,752−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −49,000−100.0% | Sold out |
| Standard Life Aberdeen plc | 0 | $0 | 0.00% | −38,071−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −30,681−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −28,257−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −24,856−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −20,321−100.0% | Sold out |
| Mason & Associates, LLC | 0 | $0 | 0.00% | −19,954−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −16,995−100.0% | Sold out |
| Archford Capital Strategies, LLC | 0 | $0 | 0.00% | −14,073−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −10,302−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −7,557−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −6,687−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −6,239−100.0% | Sold out |
| Privium Fund Management B.V. | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Juncture Wealth Strategies, LLC | 0 | $0 | 0.00% | −5,900−100.0% | Sold out |
| Monograph Wealth Advisors, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −4,771−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −4,694−100.0% | Sold out |
| Sit Investment Associates Inc | 0 | $0 | 0.00% | −4,450−100.0% | Sold out |
| Hoylecohen, LLC | 0 | $0 | 0.00% | −4,147−100.0% | Sold out |
| Ategra Capital Management, LLC | 0 | $0 | 0.00% | −3,933−100.0% | Sold out |
| Encompass Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,932−100.0% | Sold out |
| D.B. Root & Company, LLC | 0 | $0 | 0.00% | −3,902−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −3,875−100.0% | Sold out |
| Hartline Investment Corp | 0 | $0 | 0.00% | −3,685−100.0% | Sold out |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | $0 | 0.00% | −3,685−100.0% | Sold out |
| Nwam LLC | 0 | $0 | 0.00% | −3,605−100.0% | Sold out |
| Tritonpoint Wealth, LLC | 0 | $0 | 0.00% | −2,157−100.0% | Sold out |
| Aveo Capital Partners, LLC | 0 | $0 | 0.00% | −2,593−100.0% | Sold out |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −2,474−100.0% | Sold out |
| Sapient Capital LLC | 0 | $0 | 0.00% | −2,308−100.0% | Sold out |
| Prudent Man Advisors, LLC | 0 | $0 | 0.00% | −2,334−100.0% | Sold out |
| Buttonwood Financial Advisors Inc. | 0 | $0 | 0.00% | −2,330−100.0% | Sold out |
| River Wealth Advisors LLC | 0 | $0 | 0.00% | −2,246−100.0% | Sold out |
| F/M Investments LLC | 0 | $0 | 0.00% | −2,150−100.0% | Sold out |
| UMA Financial Services, Inc. | 0 | $0 | 0.00% | −2,204−100.0% | Sold out |
| Cypress Wealth Services, LLC | 0 | $0 | 0.00% | −2,084−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −559−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −542−100.0% | Sold out |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −485−100.0% | Sold out |
| Nemes Rush Group LLC | 0 | $0 | 0.00% | −466−100.0% | Sold out |
| Mine & Arao Wealth Creation & Management, LLC. | 0 | $0 | 0.00% | −299−100.0% | Sold out |
| Atlantic Trust, LLC | 0 | $0 | 0.00% | −269−100.0% | Sold out |
| Private Ocean, LLC | 0 | $0 | 0.00% | −255−100.0% | Sold out |
| Financial Synergies Wealth Advisors, Inc. | 0 | $0 | 0.00% | −208−100.0% | Sold out |
| McCarthy Grittinger Financial Group, LLC | 0 | $0 | 0.00% | −152−100.0% | Sold out |
| Blume Capital Management, Inc. | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| IAG Wealth Partners, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| PFG Private Wealth Management, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −99−100.0% | Sold out |
| GoalVest Advisory LLC | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| LifeSteps Financial, Inc. | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| Fernwood Investment Management, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| American Capital Advisory, LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| TruNorth Capital Management, LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Granite FO LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Manning & Napier Group, LLC | – | – | – | – | Not filed |
| Cambridge Trust Co | – | – | – | – | Not filed |
| Cubic Asset Management, LLC | – | – | – | – | Not filed |
| CWA Asset Management Group, LLC | – | – | – | – | Not filed |
| Grey Street Capital, LLC | – | – | – | – | Not filed |
| Page Arthur B | – | – | – | – | Not filed |
| Summit Financial Group Inc | – | – | – | – | Not filed |
| InterOcean Capital Group, LLC | – | – | – | – | Not filed |
| Connectus Wealth, LLC | – | – | – | – | Not filed |
| Pflug Koory, LLC | – | – | – | – | Not filed |
| Highlander Capital Management, LLC | – | – | – | – | Not filed |
| Retirement Group, LLC | – | – | – | – | Not filed |
| FSA Wealth Management LLC | – | – | – | – | Not filed |