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; 1,625 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 | 1,625 | $21.3B |
| Q1 2026 | 1,604 | $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 |
|---|---|---|---|---|---|
| Cohen Investment Advisors LLC | 4,997 | $509.0K | 0.41% | +1,127+29.1% | Added |
| Plancorp, LLC | 4,796 | $510.6K | 0.02% | +3+0.1% | Added |
| Cyndeo Wealth Partners, LLC | 4,836 | $514.8K | 0.04% | −1,113−18.7% | Reduced |
| Joel Isaacson & Co., LLC | 4,862 | $517.6K | 0.03% | +191+4.1% | Added |
| Diversified Trust Co | 4,870 | $518.5K | 0.01% | −186−3.7% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 4,916 | $523.3K | 0.29% | 00.0% | Unchanged |
| North Star Asset Management Inc | 4,951 | $527.1K | 0.03% | 00.0% | Unchanged |
| Valley Brook Capital Group | 4,959 | $527.9K | 0.41% | −25−0.5% | Reduced |
| Gallacher Capital Management LLC | 4,981 | $530.3K | 0.28% | +179+3.7% | Added |
| Northwest Capital Management Inc | 5,000 | $532.3K | 0.19% | −150−2.9% | Reduced |
| MMBG Investment Advisors Co. | 5,002 | $532.5K | 0.06% | 00.0% | Unchanged |
| Dillon & Associates Inc | 5,049 | $535.0K | 0.08% | −274−5.1% | Reduced |
| Alhambra Investment Partners LLC | 5,034 | $535.9K | 0.29% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 290 | $536.2K | 0.01% | −193−40.0% | Reduced |
| Mezzasalma Advisors, LLC | 5,040 | $536.6K | 0.23% | +1,023+25.5% | Added |
| American Trust Investment Advisors, LLC | 5,060 | $538.7K | 0.26% | −137−2.6% | Reduced |
| StrongBox Wealth, LLC | 5,138 | $547.0K | 0.26% | +1,855+56.5% | Added |
| Cordatus Wealth Management LLC | 5,165 | $550.0K | 0.21% | −20.0% | Reduced |
| Canal Capital Management, LLC | 5,184 | $551.9K | 0.09% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 5,230 | $556.8K | 0.01% | 00.0% | Unchanged |
| Kidder Stephen W | 5,254 | $559.3K | 0.17% | −7,155−57.7% | Reduced |
| First American Trust, FSB | 5,269 | $560.9K | 0.06% | −222−4.0% | Reduced |
| Carr Financial Group Corp | 5,280 | $562.1K | 0.18% | +27+0.5% | Added |
| Hall Capital Management Co Inc | 5,283 | $562.4K | 0.27% | +105+2.0% | Added |
| Convergence Financial, LLC | 5,283 | $562.4K | 0.15% | +5,283 | New |
| Modera Wealth Management, LLC | 5,285 | $562.6K | 0.01% | −2,464−31.8% | Reduced |
| Gradient Investments LLC | 5,313 | $565.6K | 0.01% | +330+6.6% | Added |
| Forza Wealth Management, LLC | 5,319 | $566.3K | 0.29% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 5,338 | $567.0K | 0.00% | −606−10.2% | Reduced |
| CFO4Life Group, LLC | 5,332 | $567.7K | 0.11% | −1,074−16.8% | Reduced |
| First City Capital Management, Inc. | 5,336 | $568.0K | 0.32% | +10.0% | Added |
| Cary Street Partners Asset Management LLC | 5,363 | $570.9K | 0.08% | −142−2.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 5,397 | $574.6K | 0.08% | −112−2.0% | Reduced |
| Brighton Jones LLC | 5,399 | $574.7K | 0.02% | +495+10.1% | Added |
| MB, Levis & Associates, LLC | 5,410 | $575.9K | 0.30% | 00.0% | Unchanged |
| Savant Capital, LLC | 5,463 | $581.6K | 0.01% | +56+1.0% | Added |
| Patton Albertson Miller Group, LLC | 5,466 | $581.9K | 0.08% | −215−3.8% | Reduced |
| Belpointe Asset Management LLC | 5,472 | $582.5K | 0.04% | +5,472 | New |
| St Germain D J Co Inc | 5,492 | $584.7K | 0.03% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5,507 | $586.3K | 0.06% | −2,689−32.8% | Reduced |
| Sigma Planning Corp | 5,518 | $587.5K | 0.02% | −390−6.6% | Reduced |
| Summit Trail Advisors, LLC | 5,553 | $591.1K | 0.02% | +956+20.8% | Added |
| BancorpSouth Bank | 5,554 | $591.3K | 0.04% | −132−2.3% | Reduced |
| TD Waterhouse Canada Inc. | 5,563 | $593.0K | 0.01% | −413−6.9% | Reduced |
| Sivia Capital Partners, LLC | 5,572 | $593.2K | 0.40% | +227+4.2% | Added |
| Venturi Wealth Management, LLC | 5,621 | $598.4K | 0.04% | +43+0.8% | Added |
| BKM Wealth Management, LLC | 5,625 | $598.8K | 0.29% | +328+6.2% | Added |
| Centaurus Financial, Inc. | 5,630 | $599.0K | 0.04% | +995+21.5% | Added |
| E&G Advisors, LP | 5,638 | $600.2K | 0.18% | −56−1.0% | Reduced |
| Cascade Financial Partners, LLC | 5,638 | $600.2K | 0.08% | 00.0% | Unchanged |
| Ignite Planners, LLC | 5,582 | $603.5K | 0.15% | +256+4.8% | Added |
| Allen Wealth Management, LLC | 5,688 | $605.5K | 0.54% | +214+3.9% | Added |
| HB Wealth Management, LLC | 5,694 | $606.2K | 0.01% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 5,698 | $606.6K | 0.19% | +124+2.2% | Added |
| CVA Family Office, LLC | 5,722 | $609.2K | 0.11% | −169−2.9% | Reduced |
| Penbrook Management LLC | 5,760 | $613.2K | 0.37% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 5,788 | $616.0K | 0.05% | +5,788 | New |
| Nilsine Partners, LLC | 5,789 | $616.3K | 0.08% | +110+1.9% | Added |
| First Affirmative Financial Network | 5,805 | $618.0K | 0.43% | +1,048+22.0% | Added |
| McDaniel Terry & Co | 5,820 | $620.0K | 0.05% | −164−2.7% | Reduced |
| Monticello Wealth Management, LLC | 5,831 | $620.8K | 0.06% | +350+6.4% | Added |
| Cullen Investment Group, Ltd. | 5,855 | $623.3K | 0.10% | −100−1.7% | Reduced |
| Oarsman Capital, Inc. | 5,860 | $623.9K | 0.14% | −327−5.3% | Reduced |
| Regions Financial Corp | 5,870 | $624.9K | 0.00% | −549−8.6% | Reduced |
| Radnor Capital Management, LLC | 5,925 | $631.0K | 0.19% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 5,930 | $631.3K | 0.35% | −618−9.4% | Reduced |
| Heritage Family Offices, LLP | 5,930 | $631.3K | 0.35% | +5,930 | New |
| Mitchell McLeod Pugh & Williams Inc | 5,954 | $633.9K | 0.14% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 6,000 | $638.8K | 0.02% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 6,053 | $644.4K | 0.03% | −261−4.1% | Reduced |
| Motco | 6,069 | $646.1K | 0.04% | +867+16.7% | Added |
| Principal Street Partners, LLC | 6,080 | $647.3K | 0.12% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 6,156 | $655.4K | 0.00% | −439−6.7% | Reduced |
| Wedmont Private Capital | 5,874 | $656.1K | 0.04% | +857+17.1% | Added |
| Personal Cfo Solutions, LLC | 6,200 | $660.1K | 0.10% | +832+15.5% | Added |
| Schulhoff & Co Inc | 6,210 | $661.1K | 0.30% | +6+0.1% | Added |
| NTV Asset Management LLC | 6,221 | $662.3K | 0.09% | +300+5.1% | Added |
| Fulton Bank, N.A. | 6,229 | $663.1K | 0.03% | −857−12.1% | Reduced |
| Heritage Wealth Management, Inc. | 6,136 | $663.5K | 0.22% | +6,136 | New |
| Mraz, Amerine & Associates, Inc. | 6,298 | $670.5K | 0.14% | −100−1.6% | Reduced |
| Visionary Horizons, LLC | 6,300 | $670.7K | 0.49% | −5−0.1% | Reduced |
| AE Wealth Management LLC | 6,316 | $672.4K | 0.01% | +656+11.6% | Added |
| Jeppson Wealth Management, LLC | 6,353 | $676.3K | 0.26% | +40+0.6% | Added |
| Salem Investment Counselors Inc | 6,362 | $677.3K | 0.02% | −70−1.1% | Reduced |
| Russell Investments Group, Ltd. | 6,375 | $678.7K | 0.00% | +1,883+41.9% | Added |
| Heck Capital Advisors, LLC | 6,376 | $678.8K | 0.08% | +3,198+100.6% | Added |
| Ascent Group, LLC | 6,416 | $683.0K | 0.06% | +345+5.7% | Added |
| Dakota Wealth Management | 6,446 | $686.2K | 0.02% | −141−2.1% | Reduced |
| Spears Abacus Advisors LLC | 6,452 | $686.9K | 0.01% | +425+7.1% | Added |
| Neville Rodie & Shaw Inc | 6,460 | $688.0K | 0.05% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 6,470 | $688.8K | 0.02% | +1,940+42.8% | Added |
| Hartford Funds Management Co LLC | 6,486 | $690.5K | 0.06% | +769+13.5% | Added |
| Five Oceans Advisors | 6,487 | $690.6K | 0.36% | +941+17.0% | Added |
| Jacobi Capital Management LLC | 6,492 | $691.1K | 0.06% | +101+1.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 6,559 | $698.0K | 0.01% | +232+3.7% | Added |
| Peoples Bank | 6,573 | $699.7K | 0.55% | −110−1.6% | Reduced |
| Group One Trading, L.P. | 6,591 | $701.7K | 0.02% | +6,591 | New |
| Keystone Financial Services | 6,636 | $706.4K | 0.29% | +536+8.8% | Added |
| Valeo Financial Advisors, LLC | 6,701 | $713.4K | 0.02% | −321−4.6% | Reduced |
| Kennedy Investment Group | 6,750 | $718.6K | 0.36% | +6,750 | New |