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 |
|---|---|---|---|---|---|
| CIBC Asset Management Inc | 24,283 | $2.59M | 0.01% | +24,283 | New |
| Tealwood Asset Management Inc | 24,220 | $2.58M | 1.55% | −229−0.9% | Reduced |
| Benjamin Edwards Inc | 23,930 | $2.55M | 0.49% | +194+0.8% | Added |
| Capital Wealth Planning, LLC | 23,863 | $2.54M | 0.03% | +3,839+19.2% | Added |
| Penserra Capital Management LLC | 23,863 | $2.54M | 0.03% | +3,839+19.2% | Added |
| Foyston, Gordon, & Payne Inc | 23,856 | $2.54M | 0.63% | −1,054−4.2% | Reduced |
| Forum Financial Management, LP | 23,822 | $2.54M | 0.05% | 00.0% | Unchanged |
| Fca Corp | 23,668 | $2.52M | 0.81% | +419+1.8% | Added |
| Transform Wealth, LLC | 23,151 | $2.46M | 0.18% | −495−2.1% | Reduced |
| McKinley Capital Management LLC /Delaware | 23,015 | $2.45M | 0.43% | −54−0.2% | Reduced |
| Veriti Management LLC | 22,641 | $2.41M | 0.15% | +1,513+7.2% | Added |
| Beacon Financial Group | 22,620 | $2.41M | 0.27% | −167−0.7% | Reduced |
| Capital Insight Partners, LLC | 22,615 | $2.41M | 0.45% | +22,615 | New |
| Cascade Investment Advisors, Inc. | 22,610 | $2.41M | 1.62% | +20+0.1% | Added |
| Alliancebernstein L.P. | 22,607 | $2.41M | 0.00% | −30,176−57.2% | Reduced |
| Huntington National Bank | 22,592 | $2.41M | 0.02% | +1,048+4.9% | Added |
| Principal Securities, Inc. | 21,991 | $2.34M | 0.06% | +5,630+34.4% | Added |
| First Hawaiian Bank | 21,729 | $2.31M | 0.08% | −823−3.6% | Reduced |
| Clearstead Advisors, LLC | 21,660 | $2.31M | 0.04% | +262+1.2% | Added |
| Commerce Bank | 21,555 | $2.29M | 0.01% | −157−0.7% | Reduced |
| Everett Harris & Co | 21,493 | $2.29M | 0.03% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 21,404 | $2.28M | 0.50% | −140−0.6% | Reduced |
| Foresight Capital Management Advisors, Inc. | 21,247 | $2.26M | 1.53% | +1,293+6.5% | Added |
| Mitchell & Pahl Private Wealth, LLC | 21,024 | $2.24M | 1.18% | −42−0.2% | Reduced |
| Kovitz Investment Group Partners, LLC | 20,741 | $2.21M | 0.02% | +6,844+49.2% | Added |
| Blue Square Asset Management, LLC | 20,684 | $2.20M | 1.28% | +1,744+9.2% | Added |
| Stock Yards Bank & Trust Co | 20,468 | $2.18M | 0.07% | −98−0.5% | Reduced |
| Ipswich Investment Management Co., Inc. | 20,231 | $2.15M | 0.50% | +40.0% | Added |
| Procyon Private Wealth Partners, LLC | 20,050 | $2.13M | 0.16% | +1,677+9.1% | Added |
| Prime Capital Investment Advisors, LLC | 20,039 | $2.13M | 0.03% | −1,369−6.4% | Reduced |
| Guggenheim Capital LLC | 20,019 | $2.13M | 0.02% | +3,516+21.3% | Added |
| Hemenway Trust Co LLC | 19,980 | $2.13M | 0.18% | −69,731−77.7% | Reduced |
| Synergy Financial Management, LLC | 19,905 | $2.12M | 0.33% | −6,650−25.0% | Reduced |
| Arvest Investments, Inc. | 19,859 | $2.11M | 0.34% | −787−3.8% | Reduced |
| Old Port Advisors | 19,844 | $2.11M | 0.63% | −114−0.6% | Reduced |
| Phoenix Holdings Ltd. | 19,775 | $2.10M | 0.03% | +19,775 | New |
| Trust Co of Toledo NA | 19,602 | $2.09M | 0.30% | 00.0% | Unchanged |
| WCG Wealth Advisors LLC | 19,388 | $2.06M | 0.15% | +267+1.4% | Added |
| Johnson Investment Counsel Inc | 19,204 | $2.04M | 0.02% | +122+0.6% | Added |
| Aquatic Capital Management LLC | 19,200 | $2.04M | 0.08% | +19,200 | New |
| Optimist Retirement Group LLC | 19,147 | $2.04M | 1.07% | +19,147 | New |
| Vident Advisory, LLC | 19,043 | $2.03M | 0.06% | +3,983+26.4% | Added |
| Abbot Financial Management, Inc. | 18,939 | $2.02M | 1.08% | −40−0.2% | Reduced |
| Broderick Brian C | 18,813 | $2.00M | 0.41% | −3,021−13.8% | Reduced |
| Jamison Private Wealth Management, Inc. | 18,398 | $1.96M | 0.33% | −226−1.2% | Reduced |
| West Oak Capital, LLC | 18,348 | $1.95M | 0.79% | +5,140+38.9% | Added |
| Berkeley Capital Partners, LLC | 18,204 | $1.94M | 0.58% | +52+0.3% | Added |
| Ellevest, Inc. | 18,202 | $1.94M | 0.12% | +1,952+12.0% | Added |
| Checchi Capital Advisers, LLC | 18,178 | $1.94M | 0.15% | −210−1.1% | Reduced |
| Bokf, NA | 18,078 | $1.92M | 0.03% | −1,174−6.1% | Reduced |
| Headinvest, LLC | 17,978 | $1.91M | 0.38% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 17,928 | $1.91M | 0.02% | +14,976+507.3% | Added |
| SG Americas Securities, LLC | 17,924 | $1.91M | 0.01% | +2,811+18.6% | Added |
| Independent Investors Inc | 17,900 | $1.91M | 0.42% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 17,881 | $1.90M | 0.12% | −136−0.8% | Reduced |
| Kahn Brothers Group Inc | 17,581 | $1.87M | 0.31% | +2,168+14.1% | Added |
| Compass Wealth Management LLC | 17,575 | $1.87M | 0.46% | −50−0.3% | Reduced |
| Perigon Wealth Management, LLC | 17,481 | $1.86M | 0.05% | −140−0.8% | Reduced |
| Dynamic Advisor Solutions LLC | 17,459 | $1.86M | 0.06% | +3,042+21.1% | Added |
| Ballentine Partners, LLC | 17,380 | $1.85M | 0.03% | +2,000+13.0% | Added |
| Quadrant Capital Group LLC | 17,362 | $1.85M | 0.14% | +581+3.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 17,360 | $1.85M | 0.08% | +6,438+58.9% | Added |
| Advisors Management Group Inc | 17,245 | $1.84M | 0.46% | −150−0.9% | Reduced |
| Benedict Financial Advisors Inc | 17,192 | $1.83M | 0.46% | +179+1.1% | Added |
| Prospera Financial Services Inc | 17,126 | $1.82M | 0.05% | −296−1.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 17,115 | $1.82M | 0.14% | −1,224−6.7% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 17,038 | $1.81M | 0.03% | +12,747+297.1% | Added |
| Quantbot Technologies LP | 16,978 | $1.81M | 0.09% | −46,121−73.1% | Reduced |
| Delphi Management Inc | 16,882 | $1.80M | 1.47% | +403+2.4% | Added |
| Valley National Advisers Inc | 16,794 | $1.79M | 0.27% | −351−2.0% | Reduced |
| Highland Capital Management, LLC | 16,644 | $1.77M | 0.10% | +4,950+42.3% | Added |
| Kestra Private Wealth Services, LLC | 16,635 | $1.77M | 0.04% | +738+4.6% | Added |
| Palisade Asset Management, LLC | 16,624 | $1.77M | 0.18% | −4,400−20.9% | Reduced |
| Rothschild Investment LLC | 16,599 | $1.77M | 0.12% | +444+2.7% | Added |
| Patten Group, Inc. | 16,513 | $1.76M | 0.41% | +403+2.5% | Added |
| TD Asset Management Inc | 16,425 | $1.75M | 0.00% | −35,531−68.4% | Reduced |
| Vise Technologies, Inc. | 16,365 | $1.74M | 0.31% | +686+4.4% | Added |
| Snowden Capital Advisors LLC | 16,345 | $1.74M | 0.05% | +821+5.3% | Added |
| Greenleaf Trust | 16,156 | $1.72M | 0.02% | −1,211−7.0% | Reduced |
| Foster & Motley Inc | 16,138 | $1.72M | 0.12% | +3,580+28.5% | Added |
| Ascent Wealth Partners, LLC | 16,087 | $1.71M | 0.25% | −123−0.8% | Reduced |
| Richard P Slaughter Associates Inc | 16,033 | $1.71M | 0.40% | +1,045+7.0% | Added |
| Hantz Financial Services, Inc. | 15,986 | $1.70M | 0.03% | −8,401−34.4% | Reduced |
| Altman Advisors, Inc. | 15,566 | $1.66M | 0.94% | +50+0.3% | Added |
| Old National Bancorp | 15,544 | $1.65M | 0.04% | +971+6.7% | Added |
| Schechter Investment Advisors, LLC | 15,469 | $1.65M | 0.12% | +974+6.7% | Added |
| Park National Corp | 15,350 | $1.63M | 0.06% | −684−4.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 15,106 | $1.61M | 0.14% | +4,442+41.7% | Added |
| Pine Valley Investments Ltd Liability Co | 15,092 | $1.61M | 0.12% | +2,537+20.2% | Added |
| Lester Murray Antman dba SimplyRich | 15,054 | $1.60M | 0.51% | −1,089−6.7% | Reduced |
| Parsons Capital Management Inc | 15,001 | $1.60M | 0.11% | −1,094−6.8% | Reduced |
| World Equity Group, Inc. | 14,982 | $1.60M | 0.48% | +8+0.1% | Added |
| Marco Investment Management LLC | 14,905 | $1.59M | 0.15% | −425−2.8% | Reduced |
| Northstar Asset Management LLC | 14,875 | $1.58M | 0.38% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 14,373 | $1.58M | 0.35% | 00.0% | Unchanged |
| Solutions 4 Wealth, Ltd | 14,854 | $1.58M | 3.59% | +14,854 | New |
| Empire Financial Management Company, LLC | 14,828 | $1.58M | 0.52% | +167+1.1% | Added |
| Stonebridge Capital Management Inc | 14,775 | $1.57M | 0.67% | −250−1.7% | Reduced |
| FineMark National Bank & Trust | 14,772 | $1.57M | 0.06% | −1,376−8.5% | Reduced |
| Bayesian Capital Management, LP | 14,700 | $1.56M | 0.18% | +4,100+38.7% | Added |