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 |
|---|---|---|---|---|---|
| Tacita Capital Inc | 1,200 | $127.8K | 0.09% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,200 | $127.8K | 0.05% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,188 | $126.6K | 0.04% | −134−10.1% | Reduced |
| Evermay Wealth Management LLC | 1,176 | $125.2K | 0.02% | 00.0% | Unchanged |
| First PREMIER Bank | 1,090 | $116.0K | 0.03% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 1,055 | $112.3K | 0.08% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,040 | $110.7K | 0.02% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,035 | $110.2K | 0.02% | −11−1.1% | Reduced |
| Triad Wealth Partners, LLC | 1,014 | $108.0K | 0.06% | +1,014 | New |
| BFSG, LLC | 1,012 | $107.7K | 0.01% | +10+1.0% | Added |
| Duncker Streett & Co Inc | 992 | $105.6K | 0.02% | −71−6.7% | Reduced |
| Bullock Wealth Management Group | 986 | $105.0K | 0.07% | −190−16.2% | Reduced |
| AlphaMark Advisors, LLC | 965 | $103.0K | 0.04% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 936 | $99.6K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 925 | $98.5K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 892 | $95.0K | 0.01% | −99−10.0% | Reduced |
| Grove Bank & Trust | 891 | $94.9K | 0.02% | −19−2.1% | Reduced |
| CGC Financial Services, LLC | 872 | $92.8K | 0.04% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 832 | $92.5K | 0.05% | 00.0% | Unchanged |
| City State Bank | 855 | $91.0K | 0.04% | 00.0% | Unchanged |
| ORG Partners LLC | 847 | $90.2K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 817 | $86.0K | 0.00% | −13−1.6% | Reduced |
| Edmond de Rothschild Holding S.A. | 800 | $85.2K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 825 | $85.1K | 0.07% | 00.0% | Unchanged |
| CKW Financial Group | 800 | $85.0K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 794 | $84.5K | 0.03% | −879−52.5% | Reduced |
| Crewe Advisors LLC | 775 | $82.5K | 0.01% | −500−39.2% | Reduced |
| Hanson & Doremus Investment Management | 740 | $79.0K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 733 | $78.0K | 0.04% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 699 | $74.4K | 0.01% | +350+100.3% | Added |
| Sunbelt Securities, Inc. | 651 | $69.3K | 0.01% | −249−27.7% | Reduced |
| WealthCollab, LLC | 632 | $67.3K | 0.05% | 00.0% | Unchanged |
| First Financial Corp | 622 | $66.2K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 610 | $64.9K | 0.01% | +10+1.7% | Added |
| Camelot Portfolios, LLC | 600 | $63.9K | 0.04% | +600 | New |
| Pathway Financial Advisers, LLC | 595 | $63.2K | 0.02% | +10+1.7% | Added |
| Register Financial Advisors LLC | 589 | $62.7K | 0.03% | +8+1.4% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 587 | $62.5K | 0.02% | +587 | New |
| Householder Group Estate & Retirement Specialist, LLC | 591 | $62.0K | 0.02% | +101+20.6% | Added |
| Missouri Trust & Investment Co | 578 | $61.5K | 0.02% | −150−20.6% | Reduced |
| Front Row Advisors LLC | 564 | $60.0K | 0.02% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 550 | $58.6K | 0.01% | −269−32.8% | Reduced |
| Centennial Bank | 545 | $58.0K | 0.03% | −107−16.4% | Reduced |
| Sugarloaf Wealth Management, LLC | 544 | $57.9K | 0.01% | +3+0.6% | Added |
| Optimum Investment Advisors | 530 | $56.4K | 0.03% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 529 | $56.3K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 522 | $55.6K | 0.00% | +500+2,272.7% | Added |
| Dunhill Financial, LLC | 507 | $54.0K | 0.03% | +9+1.8% | Added |
| Colonial Trust Advisors | 500 | $53.2K | 0.01% | −2−0.4% | Reduced |
| Provenance Wealth Advisors, LLC | 500 | $53.2K | 0.01% | 00.0% | Unchanged |
| Chris Bulman Inc | 500 | $53.2K | 0.04% | +500 | New |
| Fairfield Financial Advisors, LTD | 486 | $51.7K | 0.02% | +486 | New |
| Roble, Belko & Company, Inc | 470 | $50.0K | 0.01% | 00.0% | Unchanged |
| Bray Capital Advisors | 467 | $49.7K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 449 | $48.0K | 0.05% | +139+44.8% | Added |
| Cassady Schiller Wealth Management, LLC | 444 | $47.3K | 0.02% | −224−33.5% | Reduced |
| Frazier Financial Advisors, LLC | 431 | $45.9K | 0.04% | +176+69.0% | Added |
| Prestige Wealth Management Group LLC | 425 | $45.2K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 421 | $44.8K | 0.01% | +421 | New |
| Tower Research Capital LLC (TRC) | 416 | $44.3K | 0.00% | −3,357−89.0% | Reduced |
| Manchester Capital Management LLC | 415 | $44.2K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 413 | $44.0K | 0.00% | +4+1.0% | Added |
| Tyler-Stone Wealth Management | 400 | $42.6K | 0.02% | −20−4.8% | Reduced |
| Hilltop National Bank | 400 | $42.6K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 394 | $41.9K | 0.00% | +24+6.5% | Added |
| Family Firm, Inc. | 380 | $40.5K | 0.01% | +380 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 379 | $40.3K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 375 | $39.9K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 375 | $39.9K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 372 | $39.6K | 0.03% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 371 | $39.5K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 370 | $39.4K | 0.03% | 00.0% | Unchanged |
| Liontrust Investment Partners LLP | 367 | $39.1K | 0.00% | −289−44.1% | Reduced |
| ZRC Wealth Management, LLC | 350 | $37.3K | 0.02% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 350 | $37.3K | 0.02% | +350 | New |
| Financial Management Professionals, Inc. | 341 | $36.0K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 336 | $35.8K | 0.05% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 334 | $35.6K | 0.02% | −16−4.6% | Reduced |
| AdvisorNet Financial, Inc | 327 | $34.8K | 0.00% | +1+0.3% | Added |
| Raffa Wealth Management, LLC | 312 | $33.2K | 0.01% | +40+14.7% | Added |
| Beacon Capital Management, LLC | 304 | $32.4K | 0.01% | −50−14.1% | Reduced |
| Asset Dedication, LLC | 303 | $32.3K | 0.00% | 00.0% | Unchanged |
| Mar Vista Investment Partners LLC | 300 | $31.9K | 0.00% | −51,375−99.4% | Reduced |
| Toronto Dominion Bank | 300 | $31.9K | 0.00% | −2,270−88.3% | Reduced |
| Legacy Bridge, LLC | 292 | $31.1K | 0.02% | 00.0% | Unchanged |
| Adirondack Trust Co | 289 | $30.8K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 283 | $30.1K | 0.02% | +283 | New |
| Operose Advisors LLC | 279 | $29.7K | 0.01% | 00.0% | Unchanged |
| Lynx Investment Advisory | 271 | $28.9K | 0.02% | +271 | New |
| New Millennium Group LLC | 267 | $28.4K | 0.02% | +267 | New |
| GW&K Investment Management, LLC | 267 | $28.0K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 258 | $27.5K | 0.01% | 00.0% | Unchanged |
| Planning Capital Management Corp | 257 | $27.4K | 0.02% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 256 | $27.3K | 0.00% | +6+2.4% | Added |
| Bank of New Hampshire | 255 | $27.1K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 250 | $27.0K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 250 | $27.0K | 0.01% | +2+0.8% | Added |
| Paladin Advisory Group, LLC | 252 | $26.8K | 0.02% | 00.0% | Unchanged |
| DAGCO, Inc. | 250 | $26.6K | 0.01% | −150−37.5% | Reduced |
| Credit Agricole S A | 243 | $25.9K | 0.00% | 00.0% | Unchanged |