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; 1,626 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 | 1,626 | $21.3B |
| Q1 2026 | 1,605 | $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 |
|---|---|---|---|---|---|
| Two Sigma Investments, LP | 156,412 | $16.7M | 0.04% | −4,997−3.1% | Reduced |
| Boothbay Fund Management, LLC | 153,043 | $16.3M | 0.53% | −122,931−44.5% | Reduced |
| Oak Associates, Ltd | 151,507 | $16.1M | 1.07% | −651−0.4% | Reduced |
| Macquarie Group Ltd | 141,577 | $15.1M | 0.02% | −240,209−62.9% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 141,572 | $15.1M | 3.27% | +508+0.4% | Added |
| Manning & Napier Advisors LLC | 141,314 | $15.0M | 0.17% | +141,314 | New |
| Ethic Inc. | 140,957 | $15.0M | 0.35% | +8,210+6.2% | Added |
| Promethos Capital, LLC | 141,076 | $15.0M | 5.68% | +28,991+25.9% | Added |
| Charles Schwab Investment Management Inc | 138,266 | $14.7M | 0.00% | +17,662+14.6% | Added |
| Mercer Global Advisors Inc | 153,055 | $14.5M | 0.04% | +5,285+3.6% | Added |
| Pathstone Holdings, LLC | 135,273 | $14.4M | 0.07% | −5,839−4.1% | Reduced |
| Exencial Wealth Advisors, LLC | 131,888 | $14.0M | 0.53% | −9,209−6.5% | Reduced |
| Foster Victor Wealth Advisors, LLC | 126,477 | $14.0M | 1.17% | +1,589+1.3% | Added |
| Edgemoor Investment Advisors, Inc. | 129,969 | $13.8M | 1.29% | −3,908−2.9% | Reduced |
| Captrust Financial Advisors | 129,315 | $13.8M | 0.04% | +2,534+2.0% | Added |
| ProVise Management Group, LLC | 128,553 | $13.7M | 1.16% | +1,163+0.9% | Added |
| Bartlett & Co. Wealth Management LLC | 121,676 | $13.0M | 0.20% | −17,402−12.5% | Reduced |
| Nixon Peabody Trust Co | 120,476 | $12.8M | 1.14% | −4,812−3.8% | Reduced |
| ExodusPoint Capital Management, LP | 120,170 | $12.8M | 0.14% | +120,170 | New |
| MML Investors Services, LLC | 118,438 | $12.6M | 0.05% | −1,018−0.9% | Reduced |
| Reynders McVeigh Capital Management, LLC | 114,342 | $12.2M | 0.69% | −6,878−5.7% | Reduced |
| Ingalls & Snyder LLC | 114,225 | $12.2M | 0.53% | +1,960+1.7% | Added |
| Quantinno Capital Management LP | 111,579 | $11.9M | 0.21% | +42,312+61.1% | Added |
| Rockefeller Capital Management L.P. | 110,523 | $11.8M | 0.03% | −38,218−25.7% | Reduced |
| Tocqueville Asset Management L.P. | 110,276 | $11.7M | 0.19% | +1,737+1.6% | Added |
| Cetera Investment Advisers | 109,656 | $11.7M | 0.03% | +3,121+2.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 107,681 | $11.5M | 0.06% | +24,954+30.2% | Added |
| Advisor Group Holdings, Inc. | 107,431 | $11.4M | 0.03% | +16,095+17.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 105,867 | $11.3M | 0.03% | −5,586−5.0% | Reduced |
| GWM Advisors LLC | 105,157 | $11.2M | 0.08% | −284,568−73.0% | Reduced |
| Jane Street Group, LLC | 104,237 | $11.1M | 0.01% | +70,185+206.1% | Added |
| Bahl & Gaynor Inc | 102,195 | $10.9M | 0.06% | −815−0.8% | Reduced |
| Euro Pacific Asset Management, LLC | 98,409 | $10.5M | 2.08% | −957−1.0% | Reduced |
| Federated Hermes, Inc. | 97,936 | $10.4M | 0.02% | −12,266−11.1% | Reduced |
| New York State Common Retirement Fund | 95,710 | $10.2M | 0.01% | −13,165−12.1% | Reduced |
| Ritholtz Wealth Management | 95,056 | $10.1M | 0.33% | +1,015+1.1% | Added |
| American Assets Investment Management, LLC | 93,610 | $9.97M | 0.93% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 89,758 | $9.56M | 0.01% | −300.0% | Reduced |
| Zevin Asset Management LLC | 88,442 | $9.42M | 1.52% | −2,296−2.5% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 88,425 | $9.41M | 2.83% | −487−0.5% | Reduced |
| Clifford Swan Investment Counsel LLC | 87,987 | $9.37M | 0.35% | −415−0.5% | Reduced |
| Matthew Goff Investment Advisor, LLC | 87,903 | $9.36M | 1.91% | +3,320+3.9% | Added |
| Tweedy, Browne Co LLC | 87,606 | $9.33M | 0.43% | −1,840−2.1% | Reduced |
| Baird Financial Group, Inc. | 87,284 | $9.29M | 0.02% | +5,644+6.9% | Added |
| Gabelli Funds LLC | 85,000 | $9.05M | 0.07% | −1,000−1.2% | Reduced |
| Tower Bridge Advisors | 83,362 | $8.87M | 0.99% | −1,606−1.9% | Reduced |
| United Capital Financial Advisers, LLC | 82,556 | $8.79M | 0.08% | +3,545+4.5% | Added |
| Investment House LLC | 82,429 | $8.78M | 0.50% | +350+0.4% | Added |
| Mengis Capital Management, Inc. | 81,605 | $8.69M | 1.76% | −2,188−2.6% | Reduced |
| Osterweis Capital Management Inc | – | $8.64M | 0.45% | – | – |
| Blair William & Co | 81,162 | $8.64M | 0.03% | −823−1.0% | Reduced |
| CWM, LLC | 80,817 | $8.60M | 0.04% | −1,795−2.2% | Reduced |
| Cohen Capital Management, Inc. | 80,078 | $8.53M | 1.47% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 79,323 | $8.44M | 1.45% | −1,072−1.3% | Reduced |
| Altrius Capital Management Inc | 78,060 | $8.31M | 2.19% | +1,339+1.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 78,057 | $8.31M | 0.03% | +67,095+612.1% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 75,477 | $8.04M | 2.23% | −311−0.4% | Reduced |
| Camden National Bank | 75,382 | $8.03M | 1.24% | +10,290+15.8% | Added |
| Sanctuary Advisors, LLC | 81,158 | $7.91M | 0.06% | +81,158 | New |
| TCW Group Inc | 73,984 | $7.88M | 0.07% | −985−1.3% | Reduced |
| Cresset Asset Management, LLC | 69,686 | $7.42M | 0.03% | +9,407+15.6% | Added |
| JustInvest LLC | 69,774 | $7.32M | 0.14% | +11,355+19.4% | Added |
| Jones Financial Companies LLLP | 68,416 | $7.28M | 0.01% | +24,775+56.8% | Added |
| Welch & Forbes LLC | 66,381 | $7.16M | 0.10% | −2,713−3.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 66,880 | $7.12M | 0.01% | +2,689+4.2% | Added |
| Trustmark National Bank Trust Department | 66,632 | $7.09M | 0.57% | +663+1.0% | Added |
| Foundations Investment Advisors, LLC | 63,815 | $6.79M | 0.16% | +14,581+29.6% | Added |
| Country Club Bank | 62,559 | $6.67M | 0.46% | −679−1.1% | Reduced |
| Dearborn Partners LLC | 62,315 | $6.63M | 0.29% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 62,225 | $6.62M | 0.23% | +40,542+187.0% | Added |
| Simplicity Wealth,LLC | 61,569 | $6.55M | 0.15% | +6,855+12.5% | Added |
| Banco Santander, S.A. | 59,819 | $6.37M | 0.08% | −1,650−2.7% | Reduced |
| Pinnacle Associates Ltd | 58,950 | $6.28M | 0.10% | −1,142−1.9% | Reduced |
| Bleakley Financial Group, LLC | 58,721 | $6.25M | 0.18% | +3,990+7.3% | Added |
| Atom Investors LP | 58,416 | $6.22M | 0.62% | −2,099−3.5% | Reduced |
| Syon Capital LLC | 58,364 | $6.21M | 0.57% | −277−0.5% | Reduced |
| Rathbone Brothers plc | 58,060 | $6.18M | 0.03% | −1,614−2.7% | Reduced |
| NorthCrest Asset Manangement, LLC | 57,153 | $6.08M | 0.20% | −143−0.2% | Reduced |
| Jarislowsky, Fraser Ltd | 56,728 | $6.04M | 0.04% | −4,585−7.5% | Reduced |
| Brown Brothers Harriman & Co | 55,920 | $5.95M | 0.04% | +7,823+16.3% | Added |
| Narwhal Capital Management | 53,967 | $5.75M | 0.54% | +480+0.9% | Added |
| Community Financial Services Group, LLC | 52,952 | $5.64M | 1.21% | +3,292+6.6% | Added |
| Walled Lake Planning & Wealth Management, LLC | 51,890 | $5.52M | 2.26% | −896−1.7% | Reduced |
| Wetherby Asset Management Inc | 51,356 | $5.47M | 0.26% | −384−0.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 51,040 | $5.43M | 0.02% | −6,373−11.1% | Reduced |
| Timber Creek Capital Management LLC | 50,971 | $5.43M | 1.64% | +2,607+5.4% | Added |
| Garland Capital Management Inc | 50,010 | $5.32M | 3.76% | −735−1.4% | Reduced |
| Sphera Funds Management Ltd. | 50,000 | $5.32M | 0.87% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 49,831 | $5.31M | 0.79% | +2,473+5.2% | Added |
| Fiduciary Trust Co | 49,357 | $5.25M | 0.08% | −2,877−5.5% | Reduced |
| CIBC World Markets Inc. | 49,257 | $5.24M | 0.01% | −1,512−3.0% | Reduced |
| Prentiss Smith & Co Inc | 48,813 | $5.20M | 3.62% | −527−1.1% | Reduced |
| Voya Investment Management LLC | 48,735 | $5.19M | 0.01% | +31,740+186.8% | Added |
| Trust Co of Vermont | 48,678 | $5.18M | 0.28% | −589−1.2% | Reduced |
| Deutsche Bank AG | 48,542 | $5.17M | 0.00% | 00.0% | Unchanged |
| Lighthouse Investment Partners, LLC | 48,310 | $5.14M | 0.29% | +48,310 | New |
| Pittenger & Anderson Inc | 48,270 | $5.14M | 0.21% | 00.0% | Unchanged |
| First Manhattan Co | 48,032 | $5.11M | 0.02% | −961−2.0% | Reduced |
| Baldwin Brothers Inc | 47,558 | $5.06M | 0.39% | −1,516−3.1% | Reduced |
| Glassy Mountain Advisors, Inc. | 47,409 | $5.05M | 1.87% | +1,717+3.8% | Added |