Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2024: 1,309 institutions
Q1 2021: 1,138 institutionsQ2 2021: 1,123 institutionsQ3 2021: 1,083 institutionsQ4 2021: 1,147 institutionsQ1 2022: 1,137 institutionsQ2 2022: 1,142 institutionsQ3 2022: 1,088 institutionsQ4 2022: 1,183 institutionsQ1 2023: 1,182 institutionsQ2 2023: 1,203 institutionsQ3 2023: 1,225 institutionsQ4 2023: 1,274 institutionsQ1 2024: 1,254 institutionsQ2 2024: 1,309 institutionsQ3 2024: 1,314 institutionsQ4 2024: 1,345 institutionsQ1 2025: 1,361 institutionsQ2 2025: 1,387 institutionsQ3 2025: 1,405 institutionsQ4 2025: 1,515 institutionsQ1 2026: 1,604 institutionsQ2 2026: 1,625 institutions
Value heldQ2 2024: $14.7B
Q1 2021: $18.7BQ2 2021: $19.8BQ3 2021: $18.0BQ4 2021: $18.5BQ1 2022: $18.3BQ2 2022: $16.9BQ3 2022: $13.7BQ4 2022: $15.5BQ1 2023: $15.2BQ2 2023: $14.9BQ3 2023: $15.1BQ4 2023: $14.2BQ1 2024: $13.6BQ2 2024: $14.7BQ3 2024: $15.2BQ4 2024: $12.7BQ1 2025: $15.4BQ2 2025: $16.2BQ3 2025: $17.2BQ4 2025: $18.4BQ1 2026: $22.0BQ2 2026: $21.3B
Institutions holding NVS and their total value by quarter
QuarterHoldersValue
Q2 20261,625$21.3B
Q1 20261,604$22.0B
Q4 20251,515$18.4B
Q3 20251,405$17.2B
Q2 20251,387$16.2B
Q1 20251,361$15.4B
Q4 20241,345$12.7B
Q3 20241,314$15.2B
Q2 20241,309$14.7B
Q1 20241,254$13.6B
Q4 20231,274$14.2B
Q3 20231,225$15.1B
Q2 20231,203$14.9B
Q1 20231,182$15.2B
Q4 20221,183$15.5B
Q3 20221,088$13.7B
Q2 20221,142$16.9B
Q1 20221,137$18.3B
Q4 20211,147$18.5B
Q3 20211,083$18.0B
Q2 20211,123$19.8B
Q1 20211,138$18.7B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Novartis AG; share changes are against Q1 2024.

Institutions holding NVS in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Boyd Watterson Asset Management LLC242$25.8K0.01%00.0%Unchanged
WFA Asset Management Corp233$24.8K0.01%00.0%Unchanged
Hollencrest Capital Management232$24.7K0.00%00.0%Unchanged
First United Bank Trust230$24.5K0.01%−184−44.4%Reduced
Carolinas Wealth Consulting LLC223$23.7K0.00%+9+4.2%Added
Cedar Wealth Management, LLC217$23.1K0.01%00.0%Unchanged
Center for Financial Planning, Inc.210$22.4K0.00%00.0%Unchanged
Red Tortoise LLC207$22.0K0.01%00.0%Unchanged
BOK Financial Private Wealth, Inc.201$21.4K0.00%00.0%Unchanged
Trust Co200$21.3K0.00%00.0%Unchanged
West Branch Capital LLC200$21.3K0.01%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group200$21.3K0.01%00.0%Unchanged
Nordwand Advisors, LLC200$21.3K0.01%00.0%Unchanged
Gilliland Jeter Wealth Management LLC200$21.3K0.01%00.0%Unchanged
Wetzel Investment Advisors, Inc.220$21.3K0.01%00.0%Unchanged
Close Asset Management Ltd200$21.0K0.00%00.0%Unchanged
Country Trust Bank194$20.7K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC185$19.7K0.00%00.0%Unchanged
Eagle Bay Advisors LLC184$19.6K0.01%00.0%Unchanged
Quintet Private Bank (Europe) S.A.157$19.3K0.00%00.0%Unchanged
Sound Income Strategies, LLC177$18.9K0.00%00.0%Unchanged
Bell Investment Advisors, Inc172$18.3K0.00%+41+31.3%Added
Annapolis Financial Services, LLC161$17.1K0.01%00.0%Unchanged
Ameritas Investment Partners, Inc.150$16.0K0.00%+150New
Tradewinds Capital Management, LLC150$16.0K0.00%+150New
Ninety One UK Ltd147$15.7K0.00%00.0%Unchanged
Arrow Financial Corp142$15.1K0.00%+142New
Coston, McIsaac & Partners150$15.0K0.00%00.0%Unchanged
City Holding Co135$14.4K0.00%−410−75.2%Reduced
Glass Jacobson Investment Advisors llc134$14.3K0.01%00.0%Unchanged
Stephens Consulting, LLC132$14.1K0.00%+132New
Quent Capital, LLC126$13.4K0.00%00.0%Unchanged
Pacific Center for Financial Services123$13.1K0.00%00.0%Unchanged
Centerpoint Advisors, LLC125$13.0K0.00%00.0%Unchanged
PSI Advisors, LLC121$12.9K0.00%−42−25.8%Reduced
Bellecapital International Ltd.120$12.8K0.00%−797−86.9%Reduced
Creekmur Asset Management LLC116$12.3K0.00%+10+9.4%Added
MCF Advisors LLC115$12.2K0.00%00.0%Unchanged
Highline Wealth Partners LLC113$12.0K0.00%+87+334.6%Added
Great Lakes Retirement, Inc.107$11.4K0.00%+107New
Horrell Capital Management, Inc.100$11.0K0.00%00.0%Unchanged
Cornerstone Planning Group LLC99$10.9K0.00%+54+120.0%Added
First Command Advisory Services, Inc.100$10.6K0.00%−1−1.0%Reduced
SJS Investment Consulting Inc.100$10.6K0.00%00.0%Unchanged
West Paces Advisors Inc.100$10.6K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc100$10.6K0.00%+87+669.2%Added
First Community Trust NA98$10.4K0.01%00.0%Unchanged
Albion Financial Group91$9.69K0.00%00.0%Unchanged
Rakuten Securities, Inc.90$9.58K0.00%−11−10.9%Reduced
Hobbs Group Advisors, LLC90$9.58K0.00%+90New
Archer Investment Corp86$9.16K0.00%−3−3.4%Reduced
True Wealth Design, LLC83$8.84K0.00%+83New
Castleview Partners, LLC77$8.20K0.00%00.0%Unchanged
Indiana Trust & Investment Management CO75$7.99K0.00%00.0%Unchanged
Slocum, Gordon & Co LLP73$7.77K0.01%00.0%Unchanged
WR Wealth Planners, LLC67$7.13K0.00%−149−69.0%Reduced
Mascoma Wealth Management LLC67$7.13K0.00%00.0%Unchanged
Richard W. Paul & Associates, LLC65$6.92K0.00%00.0%Unchanged
Strategic Investment Solutions, Inc.80$6.84K0.00%+80New
Clear Point Advisors Inc.64$6.81K0.01%00.0%Unchanged
TFC Financial Management63$6.71K0.00%00.0%Unchanged
Main Street Group, LTD62$6.61K0.00%00.0%Unchanged
Legend Financial Advisors, Inc.61$6.49K0.00%00.0%Unchanged
MV Capital Management, Inc.60$6.39K0.00%00.0%Unchanged
Creative Capital Management Investments LLC59$6.28K0.00%−53−47.3%Reduced
VisionPoint Advisory Group, LLC59$6.28K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.56$5.96K0.00%00.0%Unchanged
Caitlin John, LLC54$5.76K0.00%−66−55.0%Reduced
Larson Financial Group LLC53$5.64K0.00%−40−43.0%Reduced
Fortitude Family Office, LLC53$5.64K0.00%00.0%Unchanged
Friedenthal Financial52$5.54K0.00%00.0%Unchanged
Raleigh Capital Management Inc.52$5.50K0.00%+2+4.0%Added
ICA Group Wealth Management, LLC50$5.32K0.00%−29−36.7%Reduced
Aviso Financial Inc.50$5.32K0.00%+50New
Redmont Wealth Advisors LLC48$5.11K0.01%00.0%Unchanged
TSFG, LLC50$5.00K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC46$4.90K0.00%+46New
Signature Resources Capital Management, LLC45$4.79K0.00%00.0%Unchanged
Criterion Capital Advisors, LLC45$4.79K0.00%00.0%Unchanged
Maryland Capital Advisors Inc.44$4.68K0.00%−13−22.8%Reduced
Horizon Investments, LLC44$4.68K0.00%+4+10.0%Added
Studio Investment Management LLC40$4.26K0.00%00.0%Unchanged
Princeton Global Asset Management LLC38$4.04K0.00%00.0%Unchanged
HighMark Wealth Management LLC36$3.83K0.00%00.0%Unchanged
POM Investment Strategies, LLC36$3.83K0.00%00.0%Unchanged
Thompson Investment Management, Inc.31$3.30K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC29$3.09K0.00%00.0%Unchanged
ClariVest Asset Management LLC26$2.77K0.00%00.0%Unchanged
Mendota Financial Group, LLC26$2.77K0.00%+26New
Delta Asset Management LLC25$2.66K0.00%00.0%Unchanged
Tucker Asset Management LLC21$2.24K0.00%+21New
Stone House Investment Management, LLC21$2.20K0.00%+1+5.0%Added
Abound Wealth Management19$2.02K0.00%−24−55.8%Reduced
Hartford Financial Management Inc.19$2.02K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA22$2.00K0.00%−101−82.1%Reduced
Financial Connections Group, Inc.22$2.00K0.00%+22New
Marquette Asset Management, LLC17$1.81K0.00%00.0%Unchanged
Pacific Capital Wealth Advisors, Inc16$1.70K0.00%−47−74.6%Reduced
Dixon Mitchell Investment Counsel Inc.16$1.70K0.00%+16New
Custom Portfolio Group LLC15$1.65K0.00%00.0%Unchanged