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 |
|---|---|---|---|---|---|
| Tyche Wealth Partners LLC | 2,244 | $238.9K | 0.06% | +7+0.3% | Added |
| OneAscent Financial Services LLC | 2,242 | $239.0K | 0.03% | −64−2.8% | Reduced |
| Guardian Capital Advisors LP | 2,175 | $239.1K | 0.03% | −41,723−95.0% | Reduced |
| Allred Capital Management, LLC | 2,246 | $239.1K | 0.09% | −3−0.1% | Reduced |
| Connecticut Wealth Management, LLC | 2,258 | $240.4K | 0.01% | −189−7.7% | Reduced |
| Financial Security Advisor, Inc. | 2,259 | $240.5K | 0.08% | 00.0% | Unchanged |
| FLC Capital Advisors | 2,266 | $241.2K | 0.06% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 2,267 | $241.3K | 1.30% | +58+2.6% | Added |
| Frank, Rimerman Advisors LLC | 2,272 | $241.9K | 0.02% | +2,272 | New |
| Horizon Wealth Management, LLC | 2,288 | $243.5K | 0.06% | +72+3.2% | Added |
| Rockland Trust Co | 2,295 | $244.3K | 0.01% | +2,295 | New |
| Schmidt P J Investment Management Inc | 2,300 | $244.9K | 0.04% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 2,300 | $244.9K | 0.01% | 00.0% | Unchanged |
| IFG Advisory, LLC | 2,310 | $245.9K | 0.02% | +2,310 | New |
| Cozad Asset Management Inc | 2,314 | $246.3K | 0.02% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 2,324 | $247.4K | 0.04% | +20+0.9% | Added |
| Blue Fin Capital, Inc. | 2,329 | $248.0K | 0.05% | +9+0.4% | Added |
| M. Kulyk & Associates, LLC | 2,330 | $248.1K | 0.06% | +2,330 | New |
| Gimbal Financial | 2,246 | $248.2K | 0.18% | +3+0.1% | Added |
| Shoker Investment Counsel, Inc. | 2,335 | $248.6K | 0.09% | −90−3.7% | Reduced |
| Kendall Capital Management | 2,345 | $249.6K | 0.08% | −76−3.1% | Reduced |
| Redwood Wealth Management Group, LLC | 2,348 | $250.0K | 0.19% | −10−0.4% | Reduced |
| Clearbridge Investments, LLC | 2,351 | $250.3K | 0.00% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 2,354 | $250.6K | 0.13% | +25+1.1% | Added |
| Montecito Bank & Trust | 2,359 | $251.1K | 0.05% | −597−20.2% | Reduced |
| Whalerock Point Partners, LLC | 2,361 | $251.4K | 0.07% | +71+3.1% | Added |
| First Foundation Advisors | 2,364 | $251.7K | 0.01% | −1,137−32.5% | Reduced |
| Gateway Investment Advisers LLC | 2,373 | $252.6K | 0.00% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 2,374 | $252.7K | 0.03% | −10−0.4% | Reduced |
| Argyle Capital Management Inc. | 2,375 | $252.8K | 0.10% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 2,390 | $254.5K | 0.02% | +22+0.9% | Added |
| Nottingham Advisors, Inc. | 2,396 | $255.1K | 0.03% | +2,396 | New |
| Peoples Financial Services Corp. | 2,397 | $255.2K | 0.12% | −106−4.2% | Reduced |
| Waldron Private Wealth LLC | 2,397 | $255.2K | 0.01% | −414−14.7% | Reduced |
| Intrua Financial, LLC | 2,405 | $256.0K | 0.04% | −5−0.2% | Reduced |
| Paradigm Asset Management Co LLC | 2,428 | $258.5K | 0.07% | 00.0% | Unchanged |
| Norris Perne & French LLP | 2,432 | $258.9K | 0.02% | −365−13.0% | Reduced |
| Canandaigua National Bank & Trust Co | 2,434 | $259.1K | 0.03% | −681−21.9% | Reduced |
| Lawson Kroeker Investment Management Inc | 2,442 | $260.0K | 0.05% | +42+1.8% | Added |
| Pacifica Partners Inc. | 2,441 | $260.6K | 0.11% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 2,450 | $260.8K | 0.03% | −175−6.7% | Reduced |
| Essex LLC | 2,450 | $260.8K | 0.06% | +100+4.3% | Added |
| Compass Ion Advisors, LLC | 2,704 | $261.5K | 0.04% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 2,459 | $261.8K | 0.01% | −1,188−32.6% | Reduced |
| IFP Advisors, Inc | 2,460 | $261.9K | 0.01% | +976+65.8% | Added |
| Laraway Financial Inc | 2,467 | $262.6K | 0.22% | 00.0% | Unchanged |
| GQG Partners LLC | 2,475 | $263.5K | 0.00% | +2,475 | New |
| Atlantic Edge Private Wealth Management, LLC | 2,480 | $264.0K | 0.09% | +60+2.5% | Added |
| Moody Lynn & Lieberson, LLC | 2,489 | $265.0K | 0.02% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 2,490 | $265.1K | 0.05% | −10−0.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 2,490 | $265.1K | 0.02% | +2,490 | New |
| Fox Run Management, L.L.C. | 2,491 | $265.2K | 0.05% | +2,491 | New |
| Belvedere Trading LLC | 2,498 | $265.9K | 0.01% | −4,334−63.4% | Reduced |
| Resonant Capital Advisors, LLC | 2,505 | $266.7K | 0.02% | −29−1.1% | Reduced |
| Cornerstone Wealth Management, LLC | 2,514 | $267.6K | 0.02% | +16+0.6% | Added |
| HBK Sorce Advisory LLC | 2,521 | $268.4K | 0.01% | +144+6.1% | Added |
| Bruce G. Allen Investments, LLC | 2,524 | $268.7K | 0.23% | −292−10.4% | Reduced |
| Merrion Investment Management Co, LLC | 2,535 | $269.9K | 0.19% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 2,546 | $271.0K | 0.05% | 00.0% | Unchanged |
| Aspiriant, LLC | 2,553 | $271.8K | 0.01% | −592−18.8% | Reduced |
| BBR Partners, LLC | 2,565 | $273.1K | 0.02% | −4,593−64.2% | Reduced |
| GSB Wealth Management, LLC | 2,568 | $273.4K | 0.07% | +5+0.2% | Added |
| Eagle Strategies LLC | 2,570 | $273.6K | 0.05% | +2,570 | New |
| Founders Financial Alliance, LLC | 2,576 | $274.3K | 0.08% | +3+0.1% | Added |
| Private Wealth Partners, LLC | 2,590 | $275.7K | 0.02% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 2,595 | $276.0K | 0.13% | −100−3.7% | Reduced |
| Consolidated Portfolio Review Corp | 2,598 | $276.6K | 0.06% | −50−1.9% | Reduced |
| Meridian Wealth Advisors, LLC | 2,601 | $276.9K | 0.05% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 2,613 | $278.2K | 0.02% | −189−6.7% | Reduced |
| Southeast Asset Advisors Inc. | 2,620 | $278.9K | 0.03% | −64−2.4% | Reduced |
| Klingman & Associates, LLC | 2,625 | $279.5K | 0.02% | −90−3.3% | Reduced |
| Chicago Capital, LLC | 2,640 | $281.1K | 0.01% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 2,642 | $281.3K | 0.00% | −1,927−42.2% | Reduced |
| Magnus Financial Group LLC | 2,645 | $281.6K | 0.03% | +25+1.0% | Added |
| Opal Wealth Advisors, LLC | 2,646 | $281.7K | 0.09% | −14−0.5% | Reduced |
| Roundview Capital LLC | 2,658 | $283.0K | 0.02% | −36−1.3% | Reduced |
| Elmwood Wealth Management, Inc. | 2,659 | $283.1K | 0.13% | −5,265−66.4% | Reduced |
| Addison Advisors LLC | 2,662 | $283.4K | 0.09% | +351+15.2% | Added |
| SageView Advisory Group, LLC | 2,662 | $283.4K | 0.01% | −4,334−61.9% | Reduced |
| Essex Savings Bank | 2,663 | $283.5K | 0.08% | −611−18.7% | Reduced |
| Community Bank & Trust, Waco, Texas | 2,672 | $284.0K | 0.07% | −25−0.9% | Reduced |
| Platform Technology Partners | 2,683 | $285.7K | 0.10% | +2,683 | New |
| Diversify Advisory Services, LLC | 2,640 | $285.8K | 0.02% | +470+21.7% | Added |
| Kapstone Financial Advisors LLC | 2,695 | $286.9K | 0.19% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 2,700 | $287.4K | 0.18% | +2,700 | New |
| Philadelphia Trust Co | 2,714 | $289.0K | 0.02% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 2,717 | $289.3K | 0.03% | 00.0% | Unchanged |
| Northstar Group, Inc. | 2,729 | $290.5K | 0.05% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 2,732 | $290.8K | 0.10% | +175+6.8% | Added |
| Guardian Wealth Advisors, LLC | 2,733 | $291.0K | 0.03% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 2,742 | $291.9K | 0.01% | +146+5.6% | Added |
| Jacobs & Co | 2,750 | $292.0K | 0.03% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 2,748 | $292.5K | 0.01% | +252+10.1% | Added |
| Spire Wealth Management | 2,753 | $293.1K | 0.01% | −831−23.2% | Reduced |
| Bristlecone Advisors, LLC | 2,755 | $293.3K | 0.02% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 2,756 | $293.4K | 0.01% | +2,756 | New |
| New Republic Capital, LLC | 2,768 | $294.7K | 0.15% | +277+11.1% | Added |
| EverSource Wealth Advisors, LLC | 2,647 | $295.1K | 0.02% | +634+31.5% | Added |
| Analyst IMS Investment Management Services Ltd. | 2,781 | $296.0K | 0.01% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 2,781 | $296.1K | 0.08% | −217−7.2% | Reduced |