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 |
|---|---|---|---|---|---|
| Glen Eagle Advisors, LLC | 1,040 | $110.7K | 0.02% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 1,055 | $112.3K | 0.08% | 00.0% | Unchanged |
| First PREMIER Bank | 1,090 | $116.0K | 0.03% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,176 | $125.2K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,188 | $126.6K | 0.04% | −134−10.1% | Reduced |
| Tacita Capital Inc | 1,200 | $127.8K | 0.09% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,200 | $127.8K | 0.05% | 00.0% | Unchanged |
| Proequities, Inc. | 1,216 | $129.4K | 0.01% | −2,091−63.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,232 | $131.2K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 1,249 | $133.0K | 0.02% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,259 | $134.0K | 0.04% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 1,300 | $138.4K | 0.03% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,307 | $139.1K | 0.01% | +44+3.5% | Added |
| Ridgewood Investments LLC | 1,311 | $139.6K | 0.07% | +1,311 | New |
| North Star Investment Management Corp. | 1,358 | $144.6K | 0.01% | −23−1.7% | Reduced |
| Walleye Trading LLC | 1,373 | $146.2K | 0.00% | −8,765−86.5% | Reduced |
| Piscataqua Savings Bank | 1,429 | $152.1K | 0.14% | −30−2.1% | Reduced |
| FinTrust Capital Advisors, LLC | 1,446 | $153.9K | 0.03% | +72+5.2% | Added |
| Hills Bank & Trust Co | 1,450 | $154.4K | 0.01% | −1−0.1% | Reduced |
| Kelly Financial Services LLC | 1,455 | $154.9K | 0.06% | +47+3.3% | Added |
| AllSquare Wealth Management LLC | 1,479 | $157.5K | 0.09% | 00.0% | Unchanged |
| Avalon Trust Co | 1,500 | $159.7K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,501 | $159.8K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,505 | $160.2K | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 1,513 | $161.1K | 0.00% | +1,165+334.8% | Added |
| Fairscale Capital, LLC | 1,551 | $171.4K | 0.15% | +1,551 | New |
| Community Bank, N.A. | 1,628 | $173.3K | 0.02% | 00.0% | Unchanged |
| United Community Bank | 1,736 | $184.8K | 0.07% | −1,366−44.0% | Reduced |
| JJJ Advisors Inc. | 1,747 | $186.0K | 0.04% | +178+11.3% | Added |
| Harbor Investment Advisory, LLC | 1,829 | $194.7K | 0.02% | −11−0.6% | Reduced |
| Warther Private Wealth, LLC | 1,887 | $200.9K | 0.08% | +1,887 | New |
| AAFCPAs Wealth Management, LLC | 1,898 | $202.1K | 0.10% | +1,898 | New |
| Fairhaven Wealth Management, LLC | 1,899 | $202.2K | 0.07% | +1,899 | New |
| Searle & Co. | 1,900 | $202.3K | 0.05% | +1,900 | New |
| Apexium Financial, LP | 1,902 | $202.5K | 0.01% | +1,902 | New |
| Union Savings Bank | 1,906 | $202.9K | 0.11% | −87−4.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 1,908 | $203.1K | 0.07% | +1,020+114.9% | Added |
| Alan B. Lancz & Associates, Inc. | 1,918 | $204.2K | 0.20% | +1,918 | New |
| Hutner Capital Management Inc | 1,923 | $204.7K | 0.11% | +1,923 | New |
| Hummer Financial Advisory Services Inc | 1,926 | $205.0K | 0.18% | +1,926 | New |
| Commonwealth Retirement Investments LLC | 1,931 | $205.6K | 0.09% | +1,931 | New |
| Vista Wealth Management Group, LLC | 1,933 | $205.8K | 0.02% | +1,933 | New |
| Boston Mountain Money Management Inc | 1,944 | $207.0K | 0.14% | −312−13.8% | Reduced |
| Smith, Moore & Co. | 1,947 | $207.3K | 0.02% | +1,947 | New |
| Goepper Burkhardt LLC | 1,950 | $207.6K | 0.09% | +1,950 | New |
| Gratus Capital LLC | 1,951 | $207.7K | 0.01% | +1,951 | New |
| JFS Wealth Advisors, LLC | 1,959 | $208.5K | 0.02% | +18+0.9% | Added |
| Beese Fulmer Investment Management, Inc. | 1,960 | $208.7K | 0.02% | +1,960 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1,966 | $209.3K | 0.12% | +1,966 | New |
| Pathway Financial Advisors LLC | 1,968 | $209.5K | 0.06% | +1,968 | New |
| Van Strum & Towne Inc. | 1,972 | $209.9K | 0.08% | +1,972 | New |
| Aristotle Capital Management, LLC | 1,972 | $210.0K | 0.00% | −444,417−99.6% | Reduced |
| Henshaw Capital LLC | 1,974 | $210.2K | 0.01% | +1,974 | New |
| Cobblestone Capital Advisors LLC | 1,975 | $210.3K | 0.01% | +1,975 | New |
| Forte Capital LLC | 1,980 | $210.8K | 0.03% | +1,980 | New |
| Watershed Private Wealth LLC | 1,989 | $211.7K | 0.09% | −187−8.6% | Reduced |
| Independence Bank of Kentucky | 1,996 | $212.5K | 0.06% | +33+1.7% | Added |
| Steigerwald, Gordon & Koch Inc. | 1,996 | $212.5K | 0.03% | +1,996 | New |
| Wealthstream Advisors, Inc. | 1,998 | $212.7K | 0.08% | +1,998 | New |
| Sanders Morris Harris LLC | 2,000 | $212.9K | 0.03% | +2,000 | New |
| Peak Asset Management, LLC | 2,000 | $212.9K | 0.04% | +2,000 | New |
| Blue Barn Wealth, LLC | 2,006 | $213.6K | 0.12% | +2,006 | New |
| Ewa, LLC | 2,001 | $215.5K | 0.09% | +5+0.3% | Added |
| Marcum Wealth, LLC | 2,033 | $216.4K | 0.02% | +2,033 | New |
| MONECO Advisors, LLC | 2,037 | $216.8K | 0.03% | +2,037 | New |
| Hazlett, Burt & Watson, Inc. | 2,059 | $218.0K | 0.11% | +10.0% | Added |
| Elk River Wealth Management, LLC | 2,060 | $219.3K | 0.04% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,061 | $219.4K | 0.00% | −406−16.5% | Reduced |
| First Nebraska Trust Co | 2,064 | $219.7K | 0.02% | −10−0.5% | Reduced |
| Concord Wealth Partners | 2,065 | $219.8K | 0.04% | −453−18.0% | Reduced |
| Appleton Partners Inc | 2,106 | $224.0K | 0.02% | −109−4.9% | Reduced |
| CFS Investment Advisory Services, LLC | 2,107 | $224.0K | 0.02% | −22−1.0% | Reduced |
| Capital Advisors Inc | 2,107 | $224.3K | 0.00% | +2,107 | New |
| Barry Investment Advisors, LLC | 2,120 | $225.7K | 0.08% | +13+0.6% | Added |
| Steel Peak Wealth Management LLC | 2,127 | $226.4K | 0.01% | +2,127 | New |
| Boston Trust Walden Corp | 2,143 | $228.1K | 0.00% | +44+2.1% | Added |
| Koshinski Asset Management, Inc. | 2,115 | $228.9K | 0.02% | +35+1.7% | Added |
| Vanguard Capital Wealth Advisors | 2,157 | $229.6K | 0.16% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 2,162 | $230.2K | 0.07% | −25−1.1% | Reduced |
| NorthRock Partners, LLC | 2,163 | $230.3K | 0.01% | +13+0.6% | Added |
| LRI Investments, LLC | 2,168 | $230.8K | 0.03% | +2,000+1,190.5% | Added |
| Interchange Capital Partners, LLC | 2,169 | $230.9K | 0.08% | +2,169 | New |
| Trexquant Investment LP | 2,172 | $231.2K | 0.00% | −111,940−98.1% | Reduced |
| First Citizens Bank & Trust Co | 2,178 | $231.9K | 0.00% | −65−2.9% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 2,175 | $232.0K | 0.01% | −200−8.4% | Reduced |
| Xponance, Inc. | 2,192 | $233.4K | 0.00% | +2,192 | New |
| Aspen Grove Capital, LLC | 2,196 | $233.9K | 0.06% | −316−12.6% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 2,200 | $234.0K | 0.16% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 2,199 | $234.1K | 0.16% | 00.0% | Unchanged |
| Davis R M Inc | 2,199 | $234.1K | 0.00% | +100+4.8% | Added |
| Braun-Bostich & Associates Inc. | 2,206 | $234.9K | 0.17% | +2,206 | New |
| Mattern Capital Management, LLC | 2,211 | $235.4K | 0.03% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 2,213 | $235.6K | 0.01% | −1,289−36.8% | Reduced |
| Delta Financial Group, Inc. | 2,219 | $236.0K | 0.10% | +5+0.2% | Added |
| IHT Wealth Management, LLC | 2,220 | $236.3K | 0.01% | −165−6.9% | Reduced |
| Intergy Private Wealth, LLC | 2,223 | $236.7K | 0.10% | +2,223 | New |
| Stanley-Laman Group, Ltd. | 2,225 | $236.9K | 0.03% | +2,225 | New |
| Inlet Private Wealth, LLC | 2,229 | $237.3K | 0.06% | +2,229 | New |
| M&R Capital Management Inc | 2,233 | $237.7K | 0.06% | −1,075−32.5% | Reduced |
| Mosley Wealth Management | 2,238 | $238.3K | 0.20% | +105+4.9% | Added |