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 |
|---|---|---|---|---|---|
| Paces Ferry Wealth Advisors, LLC | 3,597 | $382.9K | 0.23% | −88−2.4% | Reduced |
| Crew Capital Management, Ltd. | 3,599 | $383.1K | 0.31% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 3,625 | $385.9K | 0.07% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 3,636 | $387.1K | 0.16% | −1,772−32.8% | Reduced |
| Flagship Harbor Advisors, LLC | 3,648 | $388.4K | 0.02% | +17+0.5% | Added |
| Burke & Herbert Bank & Trust Co | 3,654 | $389.0K | 0.09% | +3,654 | New |
| Sound View Wealth Advisors Group, LLC | 3,661 | $389.8K | 0.04% | 00.0% | Unchanged |
| RNC Capital Management LLC | 3,682 | $392.0K | 0.02% | +16+0.4% | Added |
| Sachetta, LLC | 3,503 | $392.1K | 0.17% | −21−0.6% | Reduced |
| Wealth Alliance | 3,683 | $392.1K | 0.05% | +191+5.5% | Added |
| Cetera Trust Company, N.A | 3,687 | $392.5K | 0.25% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 3,689 | $392.7K | 0.05% | −42−1.1% | Reduced |
| Glenview Trust Co | 3,695 | $393.4K | 0.01% | +238+6.9% | Added |
| Newman Dignan & Sheerar, Inc. | 3,699 | $393.8K | 0.10% | 00.0% | Unchanged |
| Busey Wealth Management | 3,717 | $395.7K | 0.01% | −422−10.2% | Reduced |
| First Personal Financial Services | 3,720 | $396.0K | 0.09% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 3,737 | $397.8K | 0.12% | +40+1.1% | Added |
| Seven Mile Advisory | 3,742 | $398.4K | 0.29% | +69+1.9% | Added |
| Graypoint LLC | 3,759 | $400.2K | 0.03% | −1,909−33.7% | Reduced |
| Riverview Trust Co | 3,763 | $400.6K | 0.38% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 3,767 | $401.0K | 0.06% | +101+2.8% | Added |
| SYSTM Wealth Solutions LLC | 3,771 | $401.5K | 0.09% | −659−14.9% | Reduced |
| MQS Management LLC | 3,772 | $401.6K | 0.24% | −3,879−50.7% | Reduced |
| Verity Asset Management, Inc. | 3,785 | $403.0K | 0.16% | −97−2.5% | Reduced |
| Hollow Brook Wealth Management LLC | 3,788 | $403.3K | 0.14% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 3,792 | $403.7K | 0.06% | +30+0.8% | Added |
| Beck Mack & Oliver LLC | 3,800 | $404.5K | 0.01% | −400−9.5% | Reduced |
| Greenwood Gearhart Inc | 3,802 | $404.8K | 0.04% | −1,140−23.1% | Reduced |
| Allworth Financial LP | 3,816 | $405.0K | 0.00% | +86+2.3% | Added |
| Alera Investment Advisors, LLC | 3,806 | $405.1K | 0.05% | −2,599−40.6% | Reduced |
| DF Dent & Co Inc | 3,825 | $407.2K | 0.01% | −4−0.1% | Reduced |
| Goldstone Financial Group, LLC | 3,834 | $408.2K | 0.08% | +571+17.5% | Added |
| Aull & Monroe Investment Management Corp | 3,841 | $408.9K | 0.20% | −500−11.5% | Reduced |
| Pointe Capital Management LLC | 3,842 | $409.0K | 0.25% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 3,867 | $411.7K | 0.08% | −218−5.3% | Reduced |
| Thomasville National Bank | 3,868 | $411.8K | 0.03% | +290+8.1% | Added |
| InTrack Investment Management Inc | 3,900 | $415.2K | 0.30% | +500+14.7% | Added |
| Two Sigma Advisers, LP | 3,900 | $415.2K | 0.00% | +3,900 | New |
| Ronald Blue Trust, Inc. | 4,293 | $415.2K | 0.01% | +2,113+96.9% | Added |
| Twin Lakes Capital Management, LLC | 3,905 | $415.7K | 0.28% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 3,918 | $417.1K | 0.04% | +142+3.8% | Added |
| Fiduciary Financial Group, LLC | 3,780 | $417.8K | 0.10% | +3,780 | New |
| Chicago Trust Co NA | 3,943 | $419.8K | 0.09% | +3,943 | New |
| Parkside Financial Bank & Trust | 3,986 | $424.4K | 0.07% | −181−4.3% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,997 | $425.5K | 0.01% | +3,997 | New |
| Shufro Rose & Co LLC | 4,000 | $425.8K | 0.03% | 00.0% | Unchanged |
| Charter Trust Co | 4,019 | $427.9K | 0.03% | −4−0.1% | Reduced |
| Freestone Capital Holdings, LLC | 4,040 | $430.1K | 0.02% | −348−7.9% | Reduced |
| S.A. Mason LLC | 4,040 | $430.1K | 0.24% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 4,044 | $430.5K | 0.09% | +4,044 | New |
| GAMMA Investing LLC | 4,078 | $434.1K | 0.06% | +769+23.2% | Added |
| Bailard, Inc. | 4,087 | $435.1K | 0.01% | +661+19.3% | Added |
| Pinnacle West Asset Management, Inc. | 4,100 | $436.0K | 0.34% | 00.0% | Unchanged |
| American National Bank | 4,096 | $436.1K | 0.05% | +349+9.3% | Added |
| Wesbanco Bank Inc | 4,099 | $436.4K | 0.02% | −445−9.8% | Reduced |
| M Holdings Securities, Inc. | 4,116 | $438.0K | 0.06% | +4,116 | New |
| YHB Investment Advisors, Inc. | 4,123 | $438.9K | 0.04% | 00.0% | Unchanged |
| Legal & General Group Plc | 4,124 | $439.0K | 0.00% | −832−16.8% | Reduced |
| Walter & Keenan Financial Consulting Co | 4,150 | $441.8K | 0.14% | −474−10.3% | Reduced |
| GeoWealth Management, LLC | 4,155 | $442.3K | 0.02% | +114+2.8% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 4,163 | $443.2K | 0.05% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 4,200 | $447.1K | 0.05% | 00.0% | Unchanged |
| Helen Stephens Group, LLC | 4,222 | $449.5K | 0.16% | 00.0% | Unchanged |
| Seeds Investor LLC | 4,231 | $450.5K | 0.23% | +823+24.1% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 4,240 | $451.4K | 0.11% | +662+18.5% | Added |
| Principle Wealth Partners LLC | 4,247 | $452.1K | 0.03% | 00.0% | Unchanged |
| Range Financial Group LLC | 4,316 | $459.5K | 0.23% | −1,207−21.9% | Reduced |
| Clear Harbor Asset Management, LLC | 4,323 | $460.2K | 0.04% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 4,340 | $462.0K | 0.02% | +65+1.5% | Added |
| Intellectus Partners, LLC | 4,342 | $462.2K | 0.13% | −384−8.1% | Reduced |
| Centiva Capital, LP | 4,361 | $464.3K | 0.02% | −5,743−56.8% | Reduced |
| Tranquilli Financial Advisor LLC | 4,382 | $466.9K | 0.31% | −10−0.2% | Reduced |
| Beutel, Goodman & Co Ltd. | 4,405 | $468.0K | 0.00% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 4,407 | $469.2K | 0.02% | +1,278+40.8% | Added |
| Altfest L J & Co Inc | 4,417 | $470.0K | 0.06% | −55−1.2% | Reduced |
| Violich Capital Management, Inc. | 4,412 | $470.0K | 0.06% | 00.0% | Unchanged |
| Berkshire Bank | 4,415 | $470.0K | 0.12% | −470−9.6% | Reduced |
| Marino, Stram & Associates LLC | 4,416 | $470.1K | 0.11% | −49−1.1% | Reduced |
| Mittelman Wealth Management | 4,440 | $472.7K | 0.31% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 4,445 | $473.2K | 0.07% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 4,454 | $474.3K | 0.01% | −366−7.6% | Reduced |
| Washington Trust Co | 4,465 | $475.3K | 0.02% | +10+0.2% | Added |
| Private Trust Co NA | 4,466 | $475.5K | 0.05% | −638−12.5% | Reduced |
| Regatta Capital Group, LLC | 4,477 | $476.6K | 0.10% | −119−2.6% | Reduced |
| Capital Analysts, LLC | 4,520 | $481.0K | 0.02% | +217+5.0% | Added |
| Atlas Capital Advisors LLC | 4,532 | $482.5K | 0.06% | +3,800+519.1% | Added |
| Value Partners Investments Inc. | 4,540 | $483.2K | 0.04% | +725+19.0% | Added |
| Pinnacle Financial Partners Inc | 4,579 | $483.6K | 0.01% | −527−10.3% | Reduced |
| Grimes & Company, Inc. | 4,555 | $484.9K | 0.01% | −9,967−68.6% | Reduced |
| Toroso Investments, LLC | 4,566 | $486.1K | 0.01% | +1,681+58.3% | Added |
| Wealth Group, Ltd. | 4,594 | $489.0K | 0.35% | −82−1.8% | Reduced |
| Strategic Investment Advisors | 4,611 | $490.9K | 0.06% | +145+3.2% | Added |
| Aptus Capital Advisors, LLC | 4,616 | $491.4K | 0.01% | +52+1.1% | Added |
| Insigneo Advisory Services, LLC | 4,480 | $492.1K | 0.06% | −312−6.5% | Reduced |
| Rossmore Private Capital | 4,627 | $492.6K | 0.06% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 4,638 | $493.7K | 0.01% | +122+2.7% | Added |
| Stablepoint Partners, LLC | 4,487 | $496.6K | 0.10% | −200−4.3% | Reduced |
| Cullinan Associates Inc | 4,700 | $500.4K | 0.03% | 00.0% | Unchanged |
| Financial & Tax Architects, LLC | 4,703 | $500.7K | 0.13% | +1,161+32.8% | Added |
| Thoroughbred Financial Services, LLC | 4,719 | $502.0K | 0.03% | +2,038+76.0% | Added |