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 |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 47,066 | $5.01M | 0.02% | −13,559−22.4% | Reduced |
| Whittier Trust Co | 46,942 | $5.00M | 0.07% | −883−1.8% | Reduced |
| Cardinal Capital Management | 46,875 | $4.99M | 0.84% | +1,156+2.5% | Added |
| Meritage Portfolio Management | 46,255 | $4.92M | 0.31% | +46,255 | New |
| Smithbridge Asset Management Inc | 46,230 | $4.92M | 1.02% | +351+0.8% | Added |
| Beacon Pointe Advisors, LLC | 45,923 | $4.89M | 0.06% | +1,209+2.7% | Added |
| Farmers & Merchants Investments Inc | 45,873 | $4.88M | 0.16% | +255+0.6% | Added |
| Atria Investments LLC | 45,849 | $4.88M | 0.06% | −2,632−5.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 45,675 | $4.86M | 0.05% | +1,081+2.4% | Added |
| Auto-Owners Insurance Co | 45,143 | $4.81M | 0.13% | 00.0% | Unchanged |
| Henry James International Management, Inc. | 44,736 | $4.76M | 1.69% | +9,003+25.2% | Added |
| Greenfield Seitz Capital Management, LLC | 44,530 | $4.74M | 1.76% | −52−0.1% | Reduced |
| Scotia Capital Inc. | 43,207 | $4.60M | 0.03% | +2,154+5.2% | Added |
| Advisors Capital Management, LLC | 42,736 | $4.55M | 0.08% | +3,816+9.8% | Added |
| Keybank National Association | 42,062 | $4.48M | 0.02% | +1,161+2.8% | Added |
| Carret Asset Management, LLC | 41,034 | $4.37M | 0.51% | −120−0.3% | Reduced |
| Hayek Kallen Investment Management | 40,695 | $4.33M | 1.62% | −270−0.7% | Reduced |
| Fayez Sarofim & Co | 39,990 | $4.26M | 0.01% | −9,410−19.0% | Reduced |
| Glenmede Trust Co NA | 39,618 | $4.22M | 0.02% | +146+0.4% | Added |
| DRW Securities, LLC | 39,405 | $4.19M | 0.26% | −6,928−15.0% | Reduced |
| Logan Capital Management Inc | 39,134 | $4.17M | 0.18% | −1,521−3.7% | Reduced |
| Sofos Investments, Inc. | 39,067 | $4.16M | 1.04% | −31,142−44.4% | Reduced |
| Pekin Hardy Strauss, Inc. | 38,818 | $4.13M | 0.57% | −1,152−2.9% | Reduced |
| Signaturefd, LLC | 38,768 | $4.13M | 0.08% | +2,244+6.1% | Added |
| Private Advisor Group, LLC | 38,448 | $4.09M | 0.03% | +1,056+2.8% | Added |
| Woodmont Investment Counsel LLC | 38,386 | $4.09M | 0.33% | −1,285−3.2% | Reduced |
| Monte Financial Group, LLC | 37,999 | $4.05M | 1.79% | +37,999 | New |
| Rhumbline Advisers | 37,810 | $4.03M | 0.00% | +499+1.3% | Added |
| Nichols & Pratt Advisers LLP | 37,802 | $4.02M | 0.27% | −5,494−12.7% | Reduced |
| Perennial Advisors, LLC | 37,743 | $4.02M | 0.90% | +2,069+5.8% | Added |
| MAI Capital Management | 36,757 | $3.91M | 0.04% | +3,867+11.8% | Added |
| Haverford Trust Co | 36,677 | $3.90M | 0.04% | −1,166−3.1% | Reduced |
| Azzad Asset Management Inc | 36,383 | $3.87M | 0.46% | +16,099+79.4% | Added |
| Colony Group, LLC | 36,384 | $3.87M | 0.01% | +6,211+20.6% | Added |
| Gluskin Sheff & Assoc Inc | 35,733 | $3.80M | 0.43% | −8,000−18.3% | Reduced |
| Argent Trust Co | 35,575 | $3.79M | 0.17% | +1,574+4.6% | Added |
| Providence Capital Advisors, LLC | 35,533 | $3.78M | 0.82% | +416+1.2% | Added |
| Boston Partners | 35,467 | $3.78M | 0.00% | +17,450+96.9% | Added |
| Yousif Capital Management, LLC | 35,302 | $3.76M | 0.04% | −4,116−10.4% | Reduced |
| Choate Investment Advisors | 35,197 | $3.75M | 0.10% | −510−1.4% | Reduced |
| Advisory Services Network, LLC | 35,051 | $3.73M | 0.08% | −2,070−5.6% | Reduced |
| WealthTrust Axiom LLC | 35,045 | $3.73M | 1.24% | +911+2.7% | Added |
| Fort Washington Investment Advisors Inc | 34,625 | $3.69M | 0.02% | −60,692−63.7% | Reduced |
| Patten & Patten Inc | 34,580 | $3.68M | 0.26% | −920−2.6% | Reduced |
| Davenport & Co LLC | 34,493 | $3.67M | 0.02% | +148+0.4% | Added |
| Park Avenue Securities LLC | 34,482 | $3.67M | 0.04% | +6,862+24.8% | Added |
| Beach Investment Counsel Inc | 34,172 | $3.64M | 0.45% | −3,813−10.0% | Reduced |
| Greenup Street Wealth Management LLC | 33,868 | $3.61M | 0.85% | +33,868 | New |
| Balyasny Asset Management LLC | 33,770 | $3.60M | 0.01% | +21,496+175.1% | Added |
| NBT Bank N A | 33,150 | $3.53M | 0.25% | +7,147+27.5% | Added |
| CAPROCK Group, Inc. | 32,889 | $3.50M | 0.14% | +16,153+96.5% | Added |
| Fort Pitt Capital Group, LLC | 32,810 | $3.49M | 0.11% | +1,079+3.4% | Added |
| Oppenheimer & Co Inc | 32,706 | $3.48M | 0.06% | +1,768+5.7% | Added |
| Chesley Taft & Associates LLC | 32,402 | $3.45M | 0.17% | −310−0.9% | Reduced |
| Northeast Investment Management | 32,153 | $3.42M | 0.16% | +6,223+24.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 31,387 | $3.34M | 0.01% | −4,077−11.5% | Reduced |
| Great Valley Advisor Group, Inc. | 31,343 | $3.34M | 0.09% | +31,343 | New |
| Brinker Capital Investments, LLC | 31,344 | $3.34M | 0.04% | +1,976+6.7% | Added |
| Orion Portfolio Solutions, LLC | 31,344 | $3.34M | 0.04% | +1,976+6.7% | Added |
| Somerville Kurt F | 31,225 | $3.32M | 0.56% | −22,259−41.6% | Reduced |
| Arlington Partners LLC | 31,152 | $3.32M | 1.65% | +1,503+5.1% | Added |
| TownSquare Capital, LLC | 30,893 | $3.29M | 0.04% | +5,545+21.9% | Added |
| Wambolt & Associates, LLC | 30,190 | $3.22M | 0.93% | +1,965+7.0% | Added |
| Acadian Asset Management LLC | 29,994 | $3.19M | 0.01% | +16,335+119.6% | Added |
| apricus wealth, LLC | 29,916 | $3.18M | 2.27% | −1,105−3.6% | Reduced |
| AMG National Trust Bank | 29,487 | $3.14M | 0.08% | −335−1.1% | Reduced |
| Bradley Foster & Sargent Inc | 29,378 | $3.13M | 0.06% | −419−1.4% | Reduced |
| RSM US Wealth Management LLC | 28,820 | $3.07M | 0.05% | +21,335+285.0% | Added |
| Moors & Cabot, Inc. | 28,809 | $3.07M | 0.16% | −183−0.6% | Reduced |
| Fairfield, Bush & Co. | 28,617 | $3.05M | 1.83% | −192−0.7% | Reduced |
| Naples Global Advisors, LLC | 28,139 | $3.00M | 0.30% | −296−1.0% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 28,130 | $2.99M | 2.16% | 00.0% | Unchanged |
| Prudential Financial Inc | 27,925 | $2.97M | 0.00% | +10,214+57.7% | Added |
| Cornerstone Wealth Group, LLC | 27,918 | $2.97M | 0.26% | +475+1.7% | Added |
| Americana Partners, LLC | 27,889 | $2.97M | 0.23% | +318+1.2% | Added |
| Crossmark Global Holdings, Inc. | 27,793 | $2.96M | 0.06% | +349+1.3% | Added |
| Eldred Rock Partners, LLC | 27,727 | $2.95M | 1.23% | +13,348+92.8% | Added |
| Hall Laurie J Trustee | 27,592 | $2.94M | 1.02% | −65−0.2% | Reduced |
| Catalyst Capital Advisors LLC | 27,518 | $2.93M | 0.07% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 26,704 | $2.89M | 0.70% | +26,704 | New |
| Sequoia Financial Advisors, LLC | 27,137 | $2.89M | 0.03% | +1,826+7.2% | Added |
| Telos Capital Management, Inc. | 27,077 | $2.88M | 0.32% | +652+2.5% | Added |
| Advisors Asset Management, Inc. | 27,004 | $2.87M | 0.06% | +2,085+8.4% | Added |
| Diamond Hill Capital Management Inc | 27,000 | $2.87M | 0.01% | +3,466+14.7% | Added |
| Geneos Wealth Management Inc. | 26,961 | $2.87M | 0.13% | +1,535+6.0% | Added |
| Daymark Wealth Partners, LLC | 26,821 | $2.86M | 0.13% | +2,544+10.5% | Added |
| We Are One Seven, LLC | 26,447 | $2.82M | 0.13% | −630−2.3% | Reduced |
| Fred Alger Management, LLC | 26,295 | $2.80M | 0.01% | +1,852+7.6% | Added |
| Avantax Advisory Services, Inc. | 26,189 | $2.79M | 0.02% | +7,423+39.6% | Added |
| Congress Wealth Management LLC | 26,120 | $2.78M | 0.04% | +26,120 | New |
| Oxbow Advisors, LLC | 25,547 | $2.72M | 0.32% | +25,547 | New |
| Atria Wealth Solutions, Inc. | 25,244 | $2.69M | 0.03% | −1,108−4.2% | Reduced |
| Peapack Gladstone Financial Corp | 25,118 | $2.67M | 0.04% | −451−1.8% | Reduced |
| National Asset Management, Inc. | 24,999 | $2.66M | 0.07% | −2,075−7.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 24,940 | $2.66M | 0.07% | −712−2.8% | Reduced |
| Arvest Trust Co N A | 24,836 | $2.64M | 0.16% | −1,664−6.3% | Reduced |
| Penobscot Investment Management Company, Inc. | 24,767 | $2.64M | 0.25% | +6,265+33.9% | Added |
| Integrated Wealth Concepts LLC | 24,367 | $2.59M | 0.04% | +450+1.9% | Added |
| BNP Paribas Arbitrage, SA | 24,338 | $2.59M | 0.00% | +13,839+131.8% | Added |
| EagleClaw Capital Managment, LLC | 24,284 | $2.59M | 0.47% | 00.0% | Unchanged |