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 |
|---|---|---|---|---|---|
| BKD Wealth Advisors, LLC | 2,807 | $298.8K | 0.01% | +192+7.3% | Added |
| HM Payson & Co | 2,805 | $298.6K | 0.01% | 00.0% | Unchanged |
| 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 |
| Alaska Permanent Fund Corp | 2,673 | $298.0K | 0.00% | +30+1.1% | Added |
| Keudell/Morrison Wealth Management | 2,791 | $297.1K | 0.09% | −126−4.3% | Reduced |
| Mitchell Sinkler & Starr | 2,765 | $296.5K | 0.08% | +2,765 | New |
| Southland Equity Partners LLC | 2,781 | $296.1K | 0.08% | −217−7.2% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 2,781 | $296.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,647 | $295.1K | 0.02% | +634+31.5% | Added |
| New Republic Capital, LLC | 2,768 | $294.7K | 0.15% | +277+11.1% | Added |
| Wealthcare Advisory Partners LLC | 2,756 | $293.4K | 0.01% | +2,756 | New |
| Bristlecone Advisors, LLC | 2,755 | $293.3K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 2,753 | $293.1K | 0.01% | −831−23.2% | Reduced |
| Journey Strategic Wealth LLC | 2,748 | $292.5K | 0.01% | +252+10.1% | Added |
| Jacobs & Co | 2,750 | $292.0K | 0.03% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 2,742 | $291.9K | 0.01% | +146+5.6% | Added |
| Guardian Wealth Advisors, LLC | 2,733 | $291.0K | 0.03% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 2,732 | $290.8K | 0.10% | +175+6.8% | Added |
| Northstar Group, Inc. | 2,729 | $290.5K | 0.05% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 2,717 | $289.3K | 0.03% | 00.0% | Unchanged |
| Philadelphia Trust Co | 2,714 | $289.0K | 0.02% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 2,700 | $287.4K | 0.18% | +2,700 | New |
| Kapstone Financial Advisors LLC | 2,695 | $286.9K | 0.19% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 2,640 | $285.8K | 0.02% | +470+21.7% | Added |
| Platform Technology Partners | 2,683 | $285.7K | 0.10% | +2,683 | New |
| Community Bank & Trust, Waco, Texas | 2,672 | $284.0K | 0.07% | −25−0.9% | Reduced |
| Essex Savings Bank | 2,663 | $283.5K | 0.08% | −611−18.7% | Reduced |
| SageView Advisory Group, LLC | 2,662 | $283.4K | 0.01% | −4,334−61.9% | Reduced |
| Addison Advisors LLC | 2,662 | $283.4K | 0.09% | +351+15.2% | Added |
| Elmwood Wealth Management, Inc. | 2,659 | $283.1K | 0.13% | −5,265−66.4% | Reduced |
| Roundview Capital LLC | 2,658 | $283.0K | 0.02% | −36−1.3% | Reduced |
| Opal Wealth Advisors, LLC | 2,646 | $281.7K | 0.09% | −14−0.5% | Reduced |
| Magnus Financial Group LLC | 2,645 | $281.6K | 0.03% | +25+1.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 2,642 | $281.3K | 0.00% | −1,927−42.2% | Reduced |
| Chicago Capital, LLC | 2,640 | $281.1K | 0.01% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 2,625 | $279.5K | 0.02% | −90−3.3% | Reduced |
| Southeast Asset Advisors Inc. | 2,620 | $278.9K | 0.03% | −64−2.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 2,613 | $278.2K | 0.02% | −189−6.7% | Reduced |
| Meridian Wealth Advisors, LLC | 2,601 | $276.9K | 0.05% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 2,598 | $276.6K | 0.06% | −50−1.9% | Reduced |
| New England Research & Management, Inc. | 2,595 | $276.0K | 0.13% | −100−3.7% | Reduced |
| Private Wealth Partners, LLC | 2,590 | $275.7K | 0.02% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 2,576 | $274.3K | 0.08% | +3+0.1% | Added |
| Eagle Strategies LLC | 2,570 | $273.6K | 0.05% | +2,570 | New |
| GSB Wealth Management, LLC | 2,568 | $273.4K | 0.07% | +5+0.2% | Added |
| BBR Partners, LLC | 2,565 | $273.1K | 0.02% | −4,593−64.2% | Reduced |
| Aspiriant, LLC | 2,553 | $271.8K | 0.01% | −592−18.8% | Reduced |
| Northside Capital Management, LLC | 2,546 | $271.0K | 0.05% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 2,535 | $269.9K | 0.19% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 2,524 | $268.7K | 0.23% | −292−10.4% | Reduced |
| HBK Sorce Advisory LLC | 2,521 | $268.4K | 0.01% | +144+6.1% | Added |
| Cornerstone Wealth Management, LLC | 2,514 | $267.6K | 0.02% | +16+0.6% | Added |
| Resonant Capital Advisors, LLC | 2,505 | $266.7K | 0.02% | −29−1.1% | Reduced |
| Belvedere Trading LLC | 2,498 | $265.9K | 0.01% | −4,334−63.4% | Reduced |
| Fox Run Management, L.L.C. | 2,491 | $265.2K | 0.05% | +2,491 | New |
| Occidental Asset Management, LLC | 2,490 | $265.1K | 0.05% | −10−0.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 2,490 | $265.1K | 0.02% | +2,490 | New |
| Moody Lynn & Lieberson, LLC | 2,489 | $265.0K | 0.02% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 2,480 | $264.0K | 0.09% | +60+2.5% | Added |
| GQG Partners LLC | 2,475 | $263.5K | 0.00% | +2,475 | New |
| Laraway Financial Inc | 2,467 | $262.6K | 0.22% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,460 | $261.9K | 0.01% | +976+65.8% | Added |
| Angeles Investment Advisors, LLC | 2,459 | $261.8K | 0.01% | −1,188−32.6% | Reduced |
| Compass Ion Advisors, LLC | 2,704 | $261.5K | 0.04% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 2,450 | $260.8K | 0.03% | −175−6.7% | Reduced |
| Essex LLC | 2,450 | $260.8K | 0.06% | +100+4.3% | Added |
| Pacifica Partners Inc. | 2,441 | $260.6K | 0.11% | 00.0% | Unchanged |
| Lawson Kroeker Investment Management Inc | 2,442 | $260.0K | 0.05% | +42+1.8% | Added |
| Canandaigua National Bank & Trust Co | 2,434 | $259.1K | 0.03% | −681−21.9% | Reduced |
| Norris Perne & French LLP | 2,432 | $258.9K | 0.02% | −365−13.0% | Reduced |
| Paradigm Asset Management Co LLC | 2,428 | $258.5K | 0.07% | 00.0% | Unchanged |
| Intrua Financial, LLC | 2,405 | $256.0K | 0.04% | −5−0.2% | Reduced |
| Waldron Private Wealth LLC | 2,397 | $255.2K | 0.01% | −414−14.7% | Reduced |
| Peoples Financial Services Corp. | 2,397 | $255.2K | 0.12% | −106−4.2% | Reduced |
| Nottingham Advisors, Inc. | 2,396 | $255.1K | 0.03% | +2,396 | New |
| Good Life Advisors, LLC | 2,390 | $254.5K | 0.02% | +22+0.9% | Added |
| Argyle Capital Management Inc. | 2,375 | $252.8K | 0.10% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 2,374 | $252.7K | 0.03% | −10−0.4% | Reduced |
| Gateway Investment Advisers LLC | 2,373 | $252.6K | 0.00% | 00.0% | Unchanged |
| First Foundation Advisors | 2,364 | $251.7K | 0.01% | −1,137−32.5% | Reduced |
| Whalerock Point Partners, LLC | 2,361 | $251.4K | 0.07% | +71+3.1% | Added |
| Montecito Bank & Trust | 2,359 | $251.1K | 0.05% | −597−20.2% | Reduced |
| Key Client Fiduciary Advisors, LLC | 2,354 | $250.6K | 0.13% | +25+1.1% | Added |
| Clearbridge Investments, LLC | 2,351 | $250.3K | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 2,348 | $250.0K | 0.19% | −10−0.4% | Reduced |
| Kendall Capital Management | 2,345 | $249.6K | 0.08% | −76−3.1% | Reduced |
| Shoker Investment Counsel, Inc. | 2,335 | $248.6K | 0.09% | −90−3.7% | Reduced |
| Gimbal Financial | 2,246 | $248.2K | 0.18% | +3+0.1% | Added |
| M. Kulyk & Associates, LLC | 2,330 | $248.1K | 0.06% | +2,330 | New |
| Blue Fin Capital, Inc. | 2,329 | $248.0K | 0.05% | +9+0.4% | Added |
| 9258 Wealth Management, LLC | 2,324 | $247.4K | 0.04% | +20+0.9% | Added |
| Cozad Asset Management Inc | 2,314 | $246.3K | 0.02% | 00.0% | Unchanged |
| IFG Advisory, LLC | 2,310 | $245.9K | 0.02% | +2,310 | New |
| Schmidt P J Investment Management Inc | 2,300 | $244.9K | 0.04% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 2,300 | $244.9K | 0.01% | 00.0% | Unchanged |
| Rockland Trust Co | 2,295 | $244.3K | 0.01% | +2,295 | New |
| Horizon Wealth Management, LLC | 2,288 | $243.5K | 0.06% | +72+3.2% | Added |
| Frank, Rimerman Advisors LLC | 2,272 | $241.9K | 0.02% | +2,272 | New |
| Dakota Community Bank & Trust NA | 2,267 | $241.3K | 1.30% | +58+2.6% | Added |