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 |
|---|---|---|---|---|---|
| Castlekeep Investment Advisors LLC | 10,051 | $1.07M | 0.83% | −28−0.3% | Reduced |
| Mystic Asset Management, Inc. | 10,074 | $1.07M | 0.43% | −10−0.1% | Reduced |
| Cambridge Advisors Inc. | 10,075 | $1.07M | 0.25% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 9,595 | $1.07M | 0.06% | −10,598−52.5% | Reduced |
| DGS Capital Management, LLC | 10,151 | $1.08M | 0.30% | +744+7.9% | Added |
| Cary Street Partner Investment Advisory LLC | 10,170 | $1.08M | 0.04% | −278−2.7% | Reduced |
| Oxford Wealth Group, LLC | 10,196 | $1.09M | 0.75% | +3,396+49.9% | Added |
| Mayflower Financial Advisors, LLC | 10,209 | $1.09M | 0.18% | −361−3.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 10,225 | $1.09M | 0.00% | −369−3.5% | Reduced |
| Welch Group, LLC | 10,226 | $1.09M | 0.05% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 10,244 | $1.09M | 0.01% | −750−6.8% | Reduced |
| Strategic Global Advisors, LLC | 5,451 | $1.09M | 0.23% | −5,286−49.2% | Reduced |
| Hilltop Holdings Inc. | 10,250 | $1.09M | 0.13% | +1,701+19.9% | Added |
| FRG Family Wealth Advisors LLC | 9,925 | $1.09M | 0.21% | 00.0% | Unchanged |
| CX Institutional | 10,278 | $1.09M | 0.05% | +76+0.7% | Added |
| Umb Bank N A | 10,292 | $1.10M | 0.02% | −103−1.0% | Reduced |
| LCNB Corp | 10,304 | $1.10M | 0.41% | −505−4.7% | Reduced |
| Aaron Wealth Advisors | 10,475 | $1.12M | 0.15% | −247−2.3% | Reduced |
| NBC Securities, Inc. | 10,492 | $1.12M | 0.10% | +97+0.9% | Added |
| Intrust Bank NA | 10,487 | $1.12M | 0.12% | −1,177−10.1% | Reduced |
| Farther Finance Advisors, LLC | 10,483 | $1.12M | 0.05% | +1,769+20.3% | Added |
| Scott & Selber, Inc. | 10,561 | $1.12M | 0.36% | +76+0.7% | Added |
| Merit Financial Group, LLC | 10,608 | $1.13M | 0.02% | +93+0.9% | Added |
| Qtron Investments LLC | 10,709 | $1.14M | 0.16% | −1,935−15.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 10,721 | $1.14M | 0.02% | −1,474−12.1% | Reduced |
| Ar Asset Management Inc | 10,750 | $1.14M | 0.28% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 10,756 | $1.15M | 0.20% | −798−6.9% | Reduced |
| Chilton Capital Management LLC | 10,770 | $1.15M | 0.05% | −618−5.4% | Reduced |
| South State Corp. | 10,796 | $1.15M | 0.08% | −189−1.7% | Reduced |
| Level Four Advisory Services, LLC | 10,829 | $1.15M | 0.05% | −754−6.5% | Reduced |
| Notis-McConarty Edward | 10,861 | $1.16M | 0.45% | −13,300−55.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 11,037 | $1.18M | 0.04% | +20.0% | Added |
| Resources Investment Advisors, LLC. | 11,140 | $1.19M | 0.01% | +4,469+67.0% | Added |
| Transcend Wealth Collective, LLC | 11,173 | $1.19M | 0.09% | −47−0.4% | Reduced |
| Mutual Advisors, LLC | 10,772 | $1.19M | 0.04% | −72−0.7% | Reduced |
| Mission Wealth Management, LP | 11,250 | $1.20M | 0.03% | +1,213+12.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,278 | $1.20M | 0.05% | −1,452−11.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 11,287 | $1.20M | 0.01% | −250−2.2% | Reduced |
| Boston Private Wealth LLC | 11,345 | $1.21M | 0.03% | −1,814−13.8% | Reduced |
| Cable Hill Partners, LLC | 11,383 | $1.21M | 0.13% | +11,383 | New |
| Bryn Mawr Trust Co | 11,388 | $1.21M | 0.05% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 11,400 | $1.21M | 0.05% | −130−1.1% | Reduced |
| Apollon Wealth Management, LLC | 11,413 | $1.22M | 0.04% | −1,582−12.2% | Reduced |
| Eagle Asset Management Inc | 11,425 | $1.22M | 0.01% | +78+0.7% | Added |
| Greenwich Wealth Management LLC | 11,476 | $1.22M | 0.09% | 00.0% | Unchanged |
| Omers Administration Corp | 11,500 | $1.22M | 0.01% | +11,500 | New |
| Venture Visionary Partners LLC | 11,506 | $1.22M | 0.06% | −38−0.3% | Reduced |
| Bridgewater Advisors Inc. | 11,197 | $1.23M | 0.15% | +11,197 | New |
| Abbrea Capital, LLC | 11,616 | $1.24M | 0.16% | −140−1.2% | Reduced |
| Flputnam Investment Management Co | 11,702 | $1.25M | 0.02% | +304+2.7% | Added |
| EP Wealth Advisors, LLC | 11,793 | $1.26M | 0.01% | −1,311−10.0% | Reduced |
| Horizon Kinetics Asset Management LLC | 11,797 | $1.26M | 0.02% | 00.0% | Unchanged |
| Creegan & Nassoura Financial Group, LLC | 11,800 | $1.26M | 0.86% | −200−1.7% | Reduced |
| Court Place Advisors, LLC | 11,820 | $1.26M | 0.39% | +425+3.7% | Added |
| Semmax Financial Advisors Inc. | 11,238 | $1.26M | 0.38% | +432+4.0% | Added |
| Vestmark Advisory Solutions, Inc. | 11,901 | $1.27M | 0.05% | −4,211−26.1% | Reduced |
| Trust Co of Oklahoma | 11,906 | $1.27M | 0.45% | −168−1.4% | Reduced |
| Guyasuta Investment Advisors Inc | 12,573 | $1.27M | 0.09% | −101−0.8% | Reduced |
| Baker Ellis Asset Management LLC | 12,009 | $1.28M | 0.19% | −160−1.3% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 12,245 | $1.30M | 0.04% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 12,344 | $1.31M | 0.29% | −1,306−9.6% | Reduced |
| Triasima Portfolio Management inc. | 12,400 | $1.32M | 0.12% | −16,935−57.7% | Reduced |
| Bessemer Group Inc | 12,414 | $1.32M | 0.00% | −159−1.3% | Reduced |
| Ieq Capital, LLC | 12,454 | $1.33M | 0.02% | +2,961+31.2% | Added |
| Glass Wealth Management Co LLC | 12,460 | $1.33M | 0.78% | −65−0.5% | Reduced |
| BTC Capital Management, Inc. | 12,481 | $1.33M | 0.12% | −420−3.3% | Reduced |
| Brookstone Capital Management | 11,920 | $1.33M | 0.02% | −913−7.1% | Reduced |
| Ativo Capital Management LLC | 12,541 | $1.34M | 1.38% | −90−0.7% | Reduced |
| Arnhold LLC | 12,636 | $1.35M | 0.14% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 12,648 | $1.35M | 0.03% | −26,032−67.3% | Reduced |
| Boit C F David | 12,800 | $1.36M | 0.71% | +12,800 | New |
| Abundance Wealth Counselors | 12,870 | $1.37M | 0.63% | +671+5.5% | Added |
| Leo Wealth, LLC | 12,892 | $1.37M | 0.14% | +3,488+37.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 12,901 | $1.37M | 0.05% | −84,592−86.8% | Reduced |
| Boston Family Office LLC | 12,935 | $1.38M | 0.10% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 12,946 | $1.38M | 0.04% | +896+7.4% | Added |
| WSFS Capital Management, LLC | 12,995 | $1.38M | 0.08% | +274+2.2% | Added |
| Buckingham Strategic Wealth, LLC | 13,016 | $1.39M | 0.01% | −2,297−15.0% | Reduced |
| Voya Financial Advisors, Inc. | 13,013 | $1.39M | 0.16% | +568+4.6% | Added |
| Advisory Resource Group | 13,041 | $1.39M | 0.31% | +948+7.8% | Added |
| Quadcap Wealth Management, LLC | 13,070 | $1.39M | 0.25% | +1,706+15.0% | Added |
| Puzo Michael J | 13,145 | $1.40M | 0.39% | −21,665−62.2% | Reduced |
| Arjuna Capital | 13,235 | $1.41M | 0.38% | +31+0.2% | Added |
| Stratos Wealth Partners, LTD. | 13,351 | $1.42M | 0.02% | +945+7.6% | Added |
| Sandy Spring Bank | 13,423 | $1.43M | 0.06% | −993−6.9% | Reduced |
| Synovus Financial Corp | 13,429 | $1.43M | 0.02% | −5,975−30.8% | Reduced |
| Delaney Dennis R | 13,478 | $1.43M | 0.78% | −10,297−43.3% | Reduced |
| AIMZ Investment Advisors, LLC | 13,488 | $1.44M | 0.51% | +10+0.1% | Added |
| Physicians Financial Services, Inc. | 13,543 | $1.44M | 0.47% | 00.0% | Unchanged |
| Albert D Mason Inc | 13,551 | $1.44M | 0.97% | +63+0.5% | Added |
| Seven Eight Capital, LP | 13,647 | $1.45M | 0.15% | +9,509+229.8% | Added |
| Kathmere Capital Management, LLC | 13,714 | $1.46M | 0.15% | +1,235+9.9% | Added |
| Flow Traders U.S. LLC | 13,726 | $1.46M | 0.07% | +13,726 | New |
| Aberdeen Wealth Management LLC | 13,730 | $1.46M | 0.99% | −810−5.6% | Reduced |
| Sepio Capital, LP | 13,820 | $1.47M | 0.13% | −32−0.2% | Reduced |
| Atomi Financial Group, Inc. | 14,002 | $1.49M | 0.11% | +4,190+42.7% | Added |
| First Horizon Advisors, Inc. | 14,066 | $1.50M | 0.05% | +2,439+21.0% | Added |
| Lido Advisors, LLC | 14,128 | $1.50M | 0.01% | −400−2.8% | Reduced |
| Raymond James Trust N.A. | 14,421 | $1.54M | 0.04% | +653+4.7% | Added |
| Evergreen Capital Management LLC | 14,424 | $1.54M | 0.06% | −268−1.8% | Reduced |