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 |
|---|---|---|---|---|---|
| Mitchell Sinkler & Starr | 2,765 | $296.5K | 0.08% | +2,765 | New |
| Keudell/Morrison Wealth Management | 2,791 | $297.1K | 0.09% | −126−4.3% | Reduced |
| Alaska Permanent Fund Corp | 2,673 | $298.0K | 0.00% | +30+1.1% | Added |
| RiverGlades Family Offices LLC | 2,800 | $298.1K | 0.23% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 2,800 | $298.1K | 0.07% | +200+7.7% | Added |
| HM Payson & Co | 2,805 | $298.6K | 0.01% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 2,807 | $298.8K | 0.01% | +192+7.3% | Added |
| Founders Financial Securities LLC | 2,832 | $301.5K | 0.03% | +94+3.4% | Added |
| Axxcess Wealth Management, LLC | 2,833 | $301.6K | 0.01% | +21+0.7% | Added |
| D. E. Shaw & Co., Inc. | 2,836 | $301.9K | 0.00% | +2,836 | New |
| Farmers National Bank | 2,843 | $302.7K | 0.09% | −25−0.9% | Reduced |
| Dorchester Wealth Management Co | 2,845 | $302.9K | 0.06% | −100−3.4% | Reduced |
| Global Trust Asset Management, LLC | 2,852 | $303.6K | 0.12% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 2,858 | $304.3K | 0.03% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 2,870 | $305.5K | 0.09% | 00.0% | Unchanged |
| National Wealth Management Group, LLC | 2,884 | $307.0K | 0.23% | +2,884 | New |
| Tompkins Financial Corp | 2,910 | $309.8K | 0.03% | −63−2.1% | Reduced |
| Vicus Capital | 2,915 | $310.4K | 0.03% | −271−8.5% | Reduced |
| Enterprise Financial Services Corp | 2,916 | $310.4K | 0.19% | −348−10.7% | Reduced |
| Susquehanna International Group, LLP | 2,921 | $311.0K | 0.00% | −4,094−58.4% | Reduced |
| Carmichael Hill & Associates, Inc. | 2,925 | $311.4K | 0.13% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 2,933 | $312.0K | 0.00% | −10,429−78.0% | Reduced |
| Hurlow Wealth Management Group, Inc. | 2,969 | $316.1K | 0.11% | −10−0.3% | Reduced |
| Almanack Investment Partners, LLC. | 2,997 | $319.1K | 0.05% | +33+1.1% | Added |
| Portside Wealth Group, LLC | 3,000 | $319.4K | 0.06% | +99+3.4% | Added |
| Beacon Investment Advisors LLC | 3,000 | $319.4K | 0.16% | +3,000 | New |
| Hennion & Walsh Asset Management, Inc. | 3,012 | $320.7K | 0.02% | −981−24.6% | Reduced |
| Armor Investment Advisors, LLC | 3,019 | $321.4K | 0.15% | −529−14.9% | Reduced |
| Gitterman Wealth Management, LLC | 3,024 | $321.8K | 0.12% | +650+27.4% | Added |
| Summit Financial Wealth Advisors, LLC | 3,038 | $323.4K | 0.07% | 00.0% | Unchanged |
| Wulff, Hansen & Co. | 3,045 | $324.2K | 0.32% | −5−0.2% | Reduced |
| Sentry LLC | 3,045 | $324.2K | 0.06% | 00.0% | Unchanged |
| Belmont Capital, LLC | 3,058 | $325.6K | 0.06% | 00.0% | Unchanged |
| Colonial Trust Co | 3,063 | $326.1K | 0.06% | −84−2.7% | Reduced |
| Wimmer Associates 1, LLC | 3,064 | $326.2K | 0.17% | +35+1.2% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 3,069 | $327.0K | 0.01% | +3,069 | New |
| West Coast Financial LLC | 3,084 | $328.3K | 0.04% | −44−1.4% | Reduced |
| Edge Capital Group, LLC | 3,084 | $328.3K | 0.02% | 00.0% | Unchanged |
| Canopy Partners, LLC | 3,113 | $331.4K | 0.15% | +15+0.5% | Added |
| Wealthspire Advisors, LLC | 3,118 | $332.0K | 0.00% | −27−0.9% | Reduced |
| Peddock Capital Advisors, LLC | 3,124 | $332.6K | 0.09% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 3,131 | $333.3K | 0.05% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 3,137 | $334.0K | 0.02% | +191+6.5% | Added |
| Ancora Advisors, LLC | 3,137 | $334.0K | 0.01% | +68+2.2% | Added |
| Key Financial Inc | 3,140 | $334.3K | 0.08% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 3,146 | $334.9K | 0.19% | 00.0% | Unchanged |
| Knightsbridge Asset Management, LLC | 3,154 | $335.8K | 0.08% | +713+29.2% | Added |
| PFG Investments, LLC | 3,176 | $338.1K | 0.02% | −2,635−45.3% | Reduced |
| Icon Wealth Advisors, LLC | 3,045 | $339.4K | 0.03% | −357−10.5% | Reduced |
| Oakworth Capital, Inc. | 3,190 | $339.6K | 0.02% | −612−16.1% | Reduced |
| LCM Capital Management Inc | 3,202 | $340.9K | 0.21% | +86+2.8% | Added |
| Viawealth, LLC | 3,203 | $341.0K | 0.21% | +185+6.1% | Added |
| Grant/GrossMendelsohn, LLC | 3,210 | $341.7K | 0.16% | −815−20.2% | Reduced |
| Cromwell Holdings LLC | 3,213 | $342.1K | 0.20% | +3,213 | New |
| Capital Investment Advisory Services, LLC | 3,214 | $342.2K | 0.04% | −16−0.5% | Reduced |
| Smartleaf Asset Management LLC | 3,215 | $342.6K | 0.06% | +482+17.6% | Added |
| Focus Financial Network, Inc. | 3,070 | $343.2K | 0.01% | +3,070 | New |
| Beddow Capital Management Inc | 3,240 | $345.0K | 0.15% | 00.0% | Unchanged |
| Veracity Capital LLC | 3,244 | $345.4K | 0.14% | −224−6.5% | Reduced |
| Family Legacy, Inc. | 3,250 | $346.0K | 0.12% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 3,249 | $346.1K | 0.13% | +46+1.4% | Added |
| Brady Family Wealth, LLC | 3,260 | $347.1K | 0.11% | 00.0% | Unchanged |
| Woodstock Corp | 3,278 | $349.0K | 0.04% | −150−4.4% | Reduced |
| RFP Financial Group LLC | 3,286 | $349.8K | 0.13% | −98−2.9% | Reduced |
| Angeles Wealth Management, LLC | 3,301 | $351.4K | 0.03% | −195−5.6% | Reduced |
| Argonautica Private Wealth Management, Inc | 3,305 | $351.9K | 0.12% | +4+0.1% | Added |
| Acorn Creek Capital LLC | 3,311 | $352.5K | 0.21% | +305+10.1% | Added |
| Equitable Holdings, Inc. | 3,320 | $353.4K | 0.00% | +308+10.2% | Added |
| Meridian Wealth Management, LLC | 3,329 | $354.4K | 0.04% | +3,329 | New |
| Caldwell Trust Co | 3,330 | $354.5K | 0.04% | −100−2.9% | Reduced |
| Great Diamond Partners, LLC | 3,335 | $355.0K | 0.08% | −69−2.0% | Reduced |
| Concurrent Investment Advisors, LLC | 3,341 | $355.7K | 0.01% | +317+10.5% | Added |
| Argent Advisors, Inc. | 3,343 | $355.9K | 0.14% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 3,346 | $356.2K | 0.03% | +409+13.9% | Added |
| Prairie Sky Financial Group LLC | 3,350 | $356.6K | 0.22% | 00.0% | Unchanged |
| Icapital Wealth LLC | 3,352 | $356.9K | 0.19% | +300+9.8% | Added |
| Round Hill Asset Management | 3,392 | $361.1K | 0.23% | 00.0% | Unchanged |
| Traveka Wealth, LLC | 3,397 | $361.6K | 0.18% | +296+9.5% | Added |
| Mattern Wealth Management LLC | 3,399 | $361.8K | 0.09% | −433−11.3% | Reduced |
| Kanawha Capital Management LLC | 3,405 | $362.5K | 0.03% | 00.0% | Unchanged |
| Cypress Capital Group | 3,419 | $364.0K | 0.04% | −380−10.0% | Reduced |
| GYL Financial Synergies, LLC | 3,425 | $364.6K | 0.03% | +66+2.0% | Added |
| Sage Mountain Advisors LLC | 3,427 | $364.8K | 0.03% | +43+1.3% | Added |
| Smith, Salley & Associates | 3,436 | $365.8K | 0.03% | +105+3.2% | Added |
| Summit Financial, LLC | 3,451 | $367.3K | 0.02% | −91−2.6% | Reduced |
| Robertson Stephens Wealth Management, LLC | 3,456 | $367.9K | 0.02% | +47+1.4% | Added |
| Moloney Securities Asset Management, LLC | 3,486 | $371.1K | 0.05% | −275−7.3% | Reduced |
| Independent Advisor Alliance | 3,495 | $372.1K | 0.01% | −195−5.3% | Reduced |
| LaFleur & Godfrey LLC | 3,497 | $372.3K | 0.05% | +599+20.7% | Added |
| Round Rock Advisors, LLC | 3,500 | $372.6K | 0.09% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 3,501 | $372.8K | 0.23% | +2+0.1% | Added |
| Cravens & Co Advisors, LLC | 3,507 | $373.4K | 0.28% | 00.0% | Unchanged |
| Dempze Nancy E | 3,532 | $376.0K | 0.26% | −6,255−63.9% | Reduced |
| Hyman Charles D | 3,548 | $378.0K | 0.02% | −7−0.2% | Reduced |
| King Wealth | 3,550 | $378.0K | 0.06% | +100+2.9% | Added |
| Abel Hall, LLC | 3,553 | $378.3K | 0.27% | +351+11.0% | Added |
| Hexagon Capital Partners LLC | 3,560 | $379.0K | 0.08% | −53−1.5% | Reduced |
| Texas Yale Capital Corp. | 3,562 | $379.2K | 0.02% | +100+2.9% | Added |
| Walleye Capital LLC | 3,563 | $379.3K | 0.00% | −10,735−75.1% | Reduced |
| Optas, LLC | 3,586 | $381.8K | 0.10% | +580+19.3% | Added |