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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
Versant Capital Management, Inc15$1.60K0.00%00.0%Unchanged
Brown Financial Advisors15$1.60K0.00%+15New
Plante Moran Financial Advisors, LLC12$1.28K0.00%−27−69.2%Reduced
Gold Investment Management Ltd.10$1.06K0.00%00.0%Unchanged
Financial Freedom, LLC3$3390.00%00.0%Unchanged
McClarren Financial Advisors, Inc.212$250.02%−23−9.8%Reduced
Covestor Ltd3$00.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.1––00.0%Unchanged
Strategic Financial Concepts, LLC30,709––+30,709New
Adage Capital Partners GP, L.L.C.0$00.00%−323,549−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−142,265−100.0%Sold out
Richard C. Young & CO., LTD.0$00.00%−131,600−100.0%Sold out
Marshall Wace, LLP0$00.00%−131,247−100.0%Sold out
Woodline Partners LP0$00.00%−105,656−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−82,943−100.0%Sold out
CORDA Investment Management, LLC.0$00.00%−77,038−100.0%Sold out
Squarepoint Ops LLC0$00.00%−62,752−100.0%Sold out
Marex Group plc0$00.00%−49,000−100.0%Sold out
Standard Life Aberdeen plc0$00.00%−38,071−100.0%Sold out
FORA Capital, LLC0$00.00%−30,681−100.0%Sold out
Balentine LLC0$00.00%−28,257−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−24,856−100.0%Sold out
Alyeska Investment Group, L.P.0$00.00%−20,321−100.0%Sold out
Mason & Associates, LLC0$00.00%−19,954−100.0%Sold out
Danske Bank A/S0$00.00%−16,995−100.0%Sold out
Archford Capital Strategies, LLC0$00.00%−14,073−100.0%Sold out
Lincoln National Corp0$00.00%−10,302−100.0%Sold out
Quantitative Investment Management, LLC0$00.00%−7,557−100.0%Sold out
Headlands Technologies LLC0$00.00%−6,687−100.0%Sold out
Change Path, LLC0$00.00%−6,239−100.0%Sold out
Privium Fund Management B.V.0$00.00%−6,000−100.0%Sold out
Juncture Wealth Strategies, LLC0$00.00%−5,900−100.0%Sold out
Monograph Wealth Advisors, LLC0$00.00%−5,000−100.0%Sold out
Genus Capital Management Inc.0$00.00%−4,771−100.0%Sold out
FDx Advisors, Inc.0$00.00%−4,694−100.0%Sold out
Sit Investment Associates Inc0$00.00%−4,450−100.0%Sold out
Hoylecohen, LLC0$00.00%−4,147−100.0%Sold out
Ategra Capital Management, LLC0$00.00%−3,933−100.0%Sold out
Encompass Wealth Advisors, LLC0$00.00%−3,932−100.0%Sold out
D.B. Root & Company, LLC0$00.00%−3,902−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−3,875−100.0%Sold out
Hartline Investment Corp0$00.00%−3,685−100.0%Sold out
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors0$00.00%−3,685−100.0%Sold out
Nwam LLC0$00.00%−3,605−100.0%Sold out
Tritonpoint Wealth, LLC0$00.00%−2,157−100.0%Sold out
Aveo Capital Partners, LLC0$00.00%−2,593−100.0%Sold out
Liberty Wealth Management LLC0$00.00%−2,474−100.0%Sold out
Sapient Capital LLC0$00.00%−2,308−100.0%Sold out
Prudent Man Advisors, LLC0$00.00%−2,334−100.0%Sold out
Buttonwood Financial Advisors Inc.0$00.00%−2,330−100.0%Sold out
River Wealth Advisors LLC0$00.00%−2,246−100.0%Sold out
F/M Investments LLC0$00.00%−2,150−100.0%Sold out
UMA Financial Services, Inc.0$00.00%−2,204−100.0%Sold out
Cypress Wealth Services, LLC0$00.00%−2,084−100.0%Sold out
Johnson Financial Group, Inc.0$00.00%−559−100.0%Sold out
EntryPoint Capital, LLC0$00.00%−542−100.0%Sold out
Northwest Investment Counselors, LLC0$00.00%−485−100.0%Sold out
Nemes Rush Group LLC0$00.00%−466−100.0%Sold out
Mine & Arao Wealth Creation & Management, LLC.0$00.00%−299−100.0%Sold out
Atlantic Trust, LLC0$00.00%−269−100.0%Sold out
Private Ocean, LLC0$00.00%−255−100.0%Sold out
Financial Synergies Wealth Advisors, Inc.0$00.00%−208−100.0%Sold out
McCarthy Grittinger Financial Group, LLC0$00.00%−152−100.0%Sold out
Blume Capital Management, Inc.0$00.00%−150−100.0%Sold out
IAG Wealth Partners, LLC0$00.00%−150−100.0%Sold out
PFG Private Wealth Management, LLC0$00.00%−100−100.0%Sold out
Impact Partnership Wealth, LLC0$00.00%−99−100.0%Sold out
GoalVest Advisory LLC0$00.00%−77−100.0%Sold out
LifeSteps Financial, Inc.0$00.00%−67−100.0%Sold out
Fernwood Investment Management, LLC0$00.00%−30−100.0%Sold out
American Capital Advisory, LLC0$00.00%−29−100.0%Sold out
Tortoise Investment Management, LLC0$00.00%−26−100.0%Sold out
TruNorth Capital Management, LLC0$00.00%−24−100.0%Sold out
Granite FO LLC0$00.00%−14−100.0%Sold out
Manning & Napier Group, LLC––––Not filed
Cambridge Trust Co––––Not filed
Cubic Asset Management, LLC––––Not filed
CWA Asset Management Group, LLC––––Not filed
Grey Street Capital, LLC––––Not filed
Page Arthur B––––Not filed
Summit Financial Group Inc––––Not filed
InterOcean Capital Group, LLC––––Not filed
Connectus Wealth, LLC––––Not filed
Pflug Koory, LLC––––Not filed
Highlander Capital Management, LLC––––Not filed
Retirement Group, LLC––––Not filed
FSA Wealth Management LLC––––Not filed