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; 1,626 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 | 1,626 | $21.3B |
| Q1 2026 | 1,605 | $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 |
|---|---|---|---|---|---|
| Center for Financial Planning, Inc. | 210 | $22.4K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 217 | $23.1K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 223 | $23.7K | 0.00% | +9+4.2% | Added |
| First United Bank Trust | 230 | $24.5K | 0.01% | −184−44.4% | Reduced |
| Hollencrest Capital Management | 232 | $24.7K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 233 | $24.8K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 242 | $25.8K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 243 | $25.9K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 250 | $26.6K | 0.01% | −150−37.5% | Reduced |
| Paladin Advisory Group, LLC | 252 | $26.8K | 0.02% | 00.0% | Unchanged |
| Resources Management Corp | 250 | $27.0K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 250 | $27.0K | 0.01% | +2+0.8% | Added |
| Bank of New Hampshire | 255 | $27.1K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 256 | $27.3K | 0.00% | +6+2.4% | Added |
| Planning Capital Management Corp | 257 | $27.4K | 0.02% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 258 | $27.5K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 267 | $28.0K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 267 | $28.4K | 0.02% | +267 | New |
| Lynx Investment Advisory | 271 | $28.9K | 0.02% | +271 | New |
| Operose Advisors LLC | 279 | $29.7K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 283 | $30.1K | 0.02% | +283 | New |
| Adirondack Trust Co | 289 | $30.8K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 292 | $31.1K | 0.02% | 00.0% | Unchanged |
| Mar Vista Investment Partners LLC | 300 | $31.9K | 0.00% | −51,375−99.4% | Reduced |
| Toronto Dominion Bank | 300 | $31.9K | 0.00% | −2,270−88.3% | Reduced |
| Asset Dedication, LLC | 303 | $32.3K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 304 | $32.4K | 0.01% | −50−14.1% | Reduced |
| Raffa Wealth Management, LLC | 312 | $33.2K | 0.01% | +40+14.7% | Added |
| AdvisorNet Financial, Inc | 327 | $34.8K | 0.00% | +1+0.3% | Added |
| Cape Investment Advisory, Inc. | 334 | $35.6K | 0.02% | −16−4.6% | Reduced |
| Standard Family Office LLC | 336 | $35.8K | 0.05% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 341 | $36.0K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 350 | $37.3K | 0.02% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 350 | $37.3K | 0.02% | +350 | New |
| Liontrust Investment Partners LLP | 367 | $39.1K | 0.00% | −289−44.1% | Reduced |
| Broadwater Capital Management LLC | 370 | $39.4K | 0.03% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 371 | $39.5K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 372 | $39.6K | 0.03% | 00.0% | Unchanged |
| Webster Bank, N. A. | 375 | $39.9K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 375 | $39.9K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 379 | $40.3K | 0.01% | 00.0% | Unchanged |
| Family Firm, Inc. | 380 | $40.5K | 0.01% | +380 | New |
| CoreCap Advisors, LLC | 394 | $41.9K | 0.00% | +24+6.5% | Added |
| Tyler-Stone Wealth Management | 400 | $42.6K | 0.02% | −20−4.8% | Reduced |
| Hilltop National Bank | 400 | $42.6K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 413 | $44.0K | 0.00% | +4+1.0% | Added |
| Manchester Capital Management LLC | 415 | $44.2K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 416 | $44.3K | 0.00% | −3,357−89.0% | Reduced |
| Coppell Advisory Solutions LLC | 421 | $44.8K | 0.01% | +421 | New |
| Prestige Wealth Management Group LLC | 425 | $45.2K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 431 | $45.9K | 0.04% | +176+69.0% | Added |
| Cassady Schiller Wealth Management, LLC | 444 | $47.3K | 0.02% | −224−33.5% | Reduced |
| Pin Oak Investment Advisors Inc | 449 | $48.0K | 0.05% | +139+44.8% | Added |
| Bray Capital Advisors | 467 | $49.7K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 470 | $50.0K | 0.01% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 486 | $51.7K | 0.02% | +486 | New |
| Colonial Trust Advisors | 500 | $53.2K | 0.01% | −2−0.4% | Reduced |
| Provenance Wealth Advisors, LLC | 500 | $53.2K | 0.01% | 00.0% | Unchanged |
| Chris Bulman Inc | 500 | $53.2K | 0.04% | +500 | New |
| Dunhill Financial, LLC | 507 | $54.0K | 0.03% | +9+1.8% | Added |
| Nisa Investment Advisors, LLC | 522 | $55.6K | 0.00% | +500+2,272.7% | Added |
| Perkins Coie Trust Co | 529 | $56.3K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 530 | $56.4K | 0.03% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 544 | $57.9K | 0.01% | +3+0.6% | Added |
| Centennial Bank | 545 | $58.0K | 0.03% | −107−16.4% | Reduced |
| HHM Wealth Advisors, LLC | 550 | $58.6K | 0.01% | −269−32.8% | Reduced |
| Front Row Advisors LLC | 564 | $60.0K | 0.02% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 578 | $61.5K | 0.02% | −150−20.6% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 591 | $62.0K | 0.02% | +101+20.6% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 587 | $62.5K | 0.02% | +587 | New |
| Register Financial Advisors LLC | 589 | $62.7K | 0.03% | +8+1.4% | Added |
| Pathway Financial Advisers, LLC | 595 | $63.2K | 0.02% | +10+1.7% | Added |
| Camelot Portfolios, LLC | 600 | $63.9K | 0.04% | +600 | New |
| State of Wyoming | 610 | $64.9K | 0.01% | +10+1.7% | Added |
| First Financial Corp | 622 | $66.2K | 0.03% | 00.0% | Unchanged |
| WealthCollab, LLC | 632 | $67.3K | 0.05% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 651 | $69.3K | 0.01% | −249−27.7% | Reduced |
| Washington Trust Advisors, Inc. | 699 | $74.4K | 0.01% | +350+100.3% | Added |
| Orion Capital Management LLC | 733 | $78.0K | 0.04% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 740 | $79.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 775 | $82.5K | 0.01% | −500−39.2% | Reduced |
| Park Place Capital Corp | 794 | $84.5K | 0.03% | −879−52.5% | Reduced |
| CKW Financial Group | 800 | $85.0K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 825 | $85.1K | 0.07% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 800 | $85.2K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 817 | $86.0K | 0.00% | −13−1.6% | Reduced |
| ORG Partners LLC | 847 | $90.2K | 0.01% | 00.0% | Unchanged |
| City State Bank | 855 | $91.0K | 0.04% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 832 | $92.5K | 0.05% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 872 | $92.8K | 0.04% | 00.0% | Unchanged |
| Grove Bank & Trust | 891 | $94.9K | 0.02% | −19−2.1% | Reduced |
| Zions Bancorporation, N.A. | 892 | $95.0K | 0.01% | −99−10.0% | Reduced |
| Citizens National Bank Trust Department | 925 | $98.5K | 0.02% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 936 | $99.6K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 965 | $103.0K | 0.04% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 986 | $105.0K | 0.07% | −190−16.2% | Reduced |
| Duncker Streett & Co Inc | 992 | $105.6K | 0.02% | −71−6.7% | Reduced |
| BFSG, LLC | 1,012 | $107.7K | 0.01% | +10+1.0% | Added |
| Triad Wealth Partners, LLC | 1,014 | $108.0K | 0.06% | +1,014 | New |
| Continuum Advisory, LLC | 1,035 | $110.2K | 0.02% | −11−1.1% | Reduced |