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 |
|---|---|---|---|---|---|
| Klingenstein Fields & Co LP | 6,797 | $723.6K | 0.03% | −246−3.5% | Reduced |
| Rehmann Capital Advisory Group | 6,832 | $727.4K | 0.05% | −211−3.0% | Reduced |
| Coldstream Capital Management Inc | 6,838 | $728.0K | 0.02% | +136+2.0% | Added |
| Nomura Holdings Inc | 6,900 | $734.6K | 0.00% | −7,063−50.6% | Reduced |
| Kimelman & Baird, LLC | 6,900 | $734.6K | 0.06% | +6,900 | New |
| Liberty One Investment Management, LLC | 6,943 | $739.0K | 0.08% | −241−3.4% | Reduced |
| Tiaa Trust, National Association | 7,001 | $745.3K | 0.00% | −851−10.8% | Reduced |
| Douglass Winthrop Advisors, LLC | 7,008 | $746.1K | 0.02% | −140−2.0% | Reduced |
| Arkadios Wealth Advisors | 7,021 | $747.5K | 0.05% | +4,568+186.2% | Added |
| Cookson Peirce & Co Inc | 7,047 | $750.2K | 0.04% | −173−2.4% | Reduced |
| Stephens Inc | 7,057 | $751.3K | 0.01% | +101+1.5% | Added |
| Lantz Financial LLC | 7,061 | $751.7K | 0.23% | −133−1.8% | Reduced |
| BSW Wealth Partners | 7,090 | $754.8K | 0.12% | −486−6.4% | Reduced |
| Price T Rowe Associates Inc | 7,087 | $755.0K | 0.00% | −108,762−93.9% | Reduced |
| St. Clair Advisors, LLC | 7,092 | $755.0K | 0.24% | 00.0% | Unchanged |
| Lantern Wealth Advisors, LLC | 7,200 | $766.5K | 0.56% | −200−2.7% | Reduced |
| Gladstone Institutional Advisory LLC | 7,272 | $774.2K | 0.04% | +597+8.9% | Added |
| Mill Capital Management, LLC | 7,334 | $780.8K | 0.06% | −750−9.3% | Reduced |
| Ruggaard & Associates LLC | 7,348 | $782.2K | 0.36% | −261−3.4% | Reduced |
| Romano Brothers and Company | 7,362 | $783.8K | 0.11% | +6+0.1% | Added |
| Marotta Asset Management | 7,378 | $786.1K | 0.16% | −114−1.5% | Reduced |
| Central Trust Co | 7,386 | $786.3K | 0.02% | −249−3.3% | Reduced |
| Harbour Investments, Inc. | 7,499 | $798.3K | 0.03% | +273+3.8% | Added |
| Caption Management, LLC | 7,500 | $798.5K | 0.08% | +7,500 | New |
| Torno Capital, LLC | 7,500 | $798.5K | 0.08% | +7,500 | New |
| Means Investment Co., Inc. | 7,506 | $799.1K | 0.10% | −178−2.3% | Reduced |
| Lake Street Advisors Group, LLC | 7,528 | $801.4K | 0.04% | −756−9.1% | Reduced |
| Covenant Partners, LLC | 7,542 | $802.9K | 0.24% | 00.0% | Unchanged |
| Montag A & Associates Inc | 7,575 | $806.4K | 0.04% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 7,601 | $809.2K | 0.08% | −100−1.3% | Reduced |
| FSB Premier Wealth Management, Inc. | 7,626 | $811.9K | 0.37% | +2,651+53.3% | Added |
| HF Advisory Group, LLC | 7,658 | $815.3K | 0.42% | +1,861+32.1% | Added |
| Twin City Private Wealth, LLC | 7,707 | $820.5K | 0.77% | +764+11.0% | Added |
| Clarius Group, LLC | 7,753 | $825.4K | 0.06% | −1,582−16.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,496 | $828.5K | 0.01% | +400+5.6% | Added |
| Thornburg Investment Management Inc | 7,800 | $830.4K | 0.01% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 7,800 | $830.4K | 0.00% | +7,800 | New |
| Avidian Wealth Solutions, LLC | 7,811 | $831.6K | 0.04% | +497+6.8% | Added |
| West Family Investments, Inc. | 7,812 | $831.7K | 0.25% | −57−0.7% | Reduced |
| Lee Danner & Bass Inc | 7,830 | $834.0K | 0.06% | +7,830 | New |
| Sage Rhino Capital LLC | 7,847 | $835.4K | 0.20% | +41+0.5% | Added |
| Shelton Capital Management | 7,878 | $838.7K | 0.02% | −208−2.6% | Reduced |
| Cypress Asset Management Inc | 7,806 | $847.0K | 0.22% | −340−4.2% | Reduced |
| Twin Tree Management, LP | 7,987 | $850.3K | 0.02% | +7,987 | New |
| Beacon Investment Advisory Services, Inc. | 8,046 | $856.6K | 0.04% | −762−8.7% | Reduced |
| PDS Planning, Inc | 8,079 | $860.1K | 0.09% | +314+4.0% | Added |
| Burns J W & Co Inc | 8,084 | $860.6K | 0.12% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 8,146 | $867.2K | 0.00% | +3,392+71.4% | Added |
| Fort Sheridan Advisors LLC | 8,159 | $868.6K | 0.14% | 00.0% | Unchanged |
| Keel Point, LLC | 7,735 | $870.5K | 0.08% | +4,221+120.1% | Added |
| Banco de Sabadell, S.A | 8,307 | $879.0K | 0.64% | +182+2.2% | Added |
| Smart Money Group LLC | 7,997 | $891.5K | 0.32% | +733+10.1% | Added |
| Kingsview Wealth Management, LLC | 8,376 | $891.7K | 0.02% | −670−7.4% | Reduced |
| Kennon-Green & Company, LLC | 8,378 | $891.9K | 0.82% | −583−6.5% | Reduced |
| Epoch Investment Partners, Inc. | 8,391 | $893.3K | 0.00% | −45−0.5% | Reduced |
| Valmark Advisers, Inc. | 8,426 | $897.0K | 0.02% | +134+1.6% | Added |
| Stratos Wealth Advisors, LLC | 8,429 | $897.4K | 0.04% | +19+0.2% | Added |
| Davidson Trust Co | 8,431 | $897.6K | 0.62% | −73−0.9% | Reduced |
| JNBA Financial Advisors | 8,456 | $900.2K | 0.09% | −204−2.4% | Reduced |
| Warren Averett Asset Management, LLC | 8,524 | $907.4K | 0.02% | +4,187+96.5% | Added |
| Federation des caisses Desjardins du Quebec | 8,527 | $907.8K | 0.00% | −1,046−10.9% | Reduced |
| New Hampshire Trust | 8,564 | $911.7K | 0.21% | −1,059−11.0% | Reduced |
| Northcape Wealth Management, LLC | 8,570 | $912.4K | 0.33% | +998+13.2% | Added |
| Hamel Associates, Inc. | 8,645 | $920.3K | 0.29% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 8,671 | $923.1K | 0.08% | −32−0.4% | Reduced |
| V-Square Quantitative Management LLC | 8,635 | $923.7K | 0.15% | +240+2.9% | Added |
| Elser Financial Planning, Inc | 8,751 | $931.6K | 0.16% | +8,751 | New |
| Essex Financial Services, Inc. | 8,401 | $932.7K | 0.07% | +2,154+34.5% | Added |
| Sittner & Nelson, LLC | 8,769 | $933.6K | 0.46% | −276−3.1% | Reduced |
| CNB Bank | 8,779 | $934.6K | 0.45% | −6,281−41.7% | Reduced |
| Bangor Savings Bank | 8,803 | $937.2K | 0.09% | +206+2.4% | Added |
| 1620 Investment Advisors, Inc. | 8,810 | $937.9K | 0.72% | +8,634+4,905.7% | Added |
| Drucker Wealth 3.0, LLC | 8,810 | $937.9K | 0.25% | +8,810 | New |
| TD Private Client Wealth LLC | 8,850 | $942.2K | 0.03% | −2,056−18.9% | Reduced |
| Associated Banc-Corp | 8,852 | $942.4K | 0.03% | +134+1.5% | Added |
| Millennium Management LLC | 8,863 | $943.6K | 0.00% | −262,380−96.7% | Reduced |
| Beaton Management Co. Inc. | 8,873 | $945.0K | 0.51% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 9,826 | $950.5K | 0.45% | 00.0% | Unchanged |
| Callan Capital, LLC | 8,988 | $956.9K | 0.08% | +1,762+24.4% | Added |
| Boston Financial Mangement LLC | 9,248 | $984.5K | 0.03% | +715+8.4% | Added |
| XML Financial, LLC | 9,248 | $984.6K | 0.10% | −427−4.4% | Reduced |
| Financial Advocates Investment Management | 9,324 | $992.7K | 0.06% | −621−6.2% | Reduced |
| Csenge Advisory Group | 9,348 | $995.2K | 0.06% | +2,792+42.6% | Added |
| Adviser Investments LLC | 9,365 | $997.0K | 0.01% | +5+0.1% | Added |
| WealthPlan Investment Management, LLC | 9,394 | $1.00M | 0.15% | +9,394 | New |
| Patriot Financial Group Insurance Agency, LLC | 9,444 | $1.01M | 0.15% | +1,084+13.0% | Added |
| Kensington Investment Counsel, LLC | 9,461 | $1.01M | 0.45% | −160−1.7% | Reduced |
| Wedbush Securities Inc | 9,503 | $1.01M | 0.04% | −2,052−17.8% | Reduced |
| Simmons Bank | 9,519 | $1.01M | 0.08% | −205−2.1% | Reduced |
| King Luther Capital Management Corp | 9,523 | $1.01M | 0.00% | +456+5.0% | Added |
| Harbour Trust & Investment Management Co | 9,569 | $1.02M | 0.12% | −376−3.8% | Reduced |
| Mather Group, LLC. | 10,599 | $1.03M | 0.01% | +3,046+40.3% | Added |
| AQR Capital Management LLC | 9,702 | $1.03M | 0.00% | +6,990+257.7% | Added |
| Drexel Morgan & Co. | 9,720 | $1.03M | 0.22% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 9,824 | $1.05M | 0.04% | −204−2.0% | Reduced |
| Holderness Investments Co | 9,828 | $1.05M | 0.25% | +673+7.4% | Added |
| Redhawk Wealth Advisors, Inc. | 9,852 | $1.05M | 0.16% | +3,583+57.2% | Added |
| Becker Capital Management Inc | 9,861 | $1.05M | 0.04% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 9,881 | $1.05M | 0.05% | −40−0.4% | Reduced |
| Pitcairn Co | 9,998 | $1.06M | 0.07% | +890+9.8% | Added |