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 |
|---|---|---|---|---|---|
| Roberts Glore & Co Inc | 14,691 | $1.56M | 0.47% | −252−1.7% | Reduced |
| Lowe Brockenbrough & Co Inc | 14,619 | $1.56M | 0.10% | −550−3.6% | Reduced |
| Coastline Trust Co | 14,561 | $1.55M | 0.18% | −100−0.7% | Reduced |
| IAM Advisory, LLC | 14,550 | $1.55M | 0.42% | +840+6.1% | Added |
| Cidel Asset Management Inc | 14,503 | $1.54M | 0.12% | +14,503 | New |
| Mosaic Financial Group, LLC | 14,491 | $1.54M | 1.11% | −461−3.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 14,458 | $1.54M | 0.11% | −669−4.4% | Reduced |
| Evergreen Capital Management LLC | 14,424 | $1.54M | 0.06% | −268−1.8% | Reduced |
| Raymond James Trust N.A. | 14,421 | $1.54M | 0.04% | +653+4.7% | Added |
| Lido Advisors, LLC | 14,128 | $1.50M | 0.01% | −400−2.8% | Reduced |
| First Horizon Advisors, Inc. | 14,066 | $1.50M | 0.05% | +2,439+21.0% | Added |
| Atomi Financial Group, Inc. | 14,002 | $1.49M | 0.11% | +4,190+42.7% | Added |
| Sepio Capital, LP | 13,820 | $1.47M | 0.13% | −32−0.2% | Reduced |
| Aberdeen Wealth Management LLC | 13,730 | $1.46M | 0.99% | −810−5.6% | Reduced |
| Flow Traders U.S. LLC | 13,726 | $1.46M | 0.07% | +13,726 | New |
| Kathmere Capital Management, LLC | 13,714 | $1.46M | 0.15% | +1,235+9.9% | Added |
| Seven Eight Capital, LP | 13,647 | $1.45M | 0.15% | +9,509+229.8% | Added |
| Albert D Mason Inc | 13,551 | $1.44M | 0.97% | +63+0.5% | Added |
| Physicians Financial Services, Inc. | 13,543 | $1.44M | 0.47% | 00.0% | Unchanged |
| AIMZ Investment Advisors, LLC | 13,488 | $1.44M | 0.51% | +10+0.1% | Added |
| Delaney Dennis R | 13,478 | $1.43M | 0.78% | −10,297−43.3% | Reduced |
| Synovus Financial Corp | 13,429 | $1.43M | 0.02% | −5,975−30.8% | Reduced |
| Sandy Spring Bank | 13,423 | $1.43M | 0.06% | −993−6.9% | Reduced |
| Stratos Wealth Partners, LTD. | 13,351 | $1.42M | 0.02% | +945+7.6% | Added |
| Arjuna Capital | 13,235 | $1.41M | 0.38% | +31+0.2% | Added |
| Puzo Michael J | 13,145 | $1.40M | 0.39% | −21,665−62.2% | Reduced |
| Quadcap Wealth Management, LLC | 13,070 | $1.39M | 0.25% | +1,706+15.0% | Added |
| Advisory Resource Group | 13,041 | $1.39M | 0.31% | +948+7.8% | Added |
| Voya Financial Advisors, Inc. | 13,013 | $1.39M | 0.16% | +568+4.6% | Added |
| Buckingham Strategic Wealth, LLC | 13,016 | $1.39M | 0.01% | −2,297−15.0% | Reduced |
| WSFS Capital Management, LLC | 12,995 | $1.38M | 0.08% | +274+2.2% | Added |
| Parallel Advisors, LLC | 12,946 | $1.38M | 0.04% | +896+7.4% | Added |
| Boston Family Office LLC | 12,935 | $1.38M | 0.10% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 12,901 | $1.37M | 0.05% | −84,592−86.8% | Reduced |
| Leo Wealth, LLC | 12,892 | $1.37M | 0.14% | +3,488+37.1% | Added |
| Abundance Wealth Counselors | 12,870 | $1.37M | 0.63% | +671+5.5% | Added |
| Boit C F David | 12,800 | $1.36M | 0.71% | +12,800 | New |
| Engineers Gate Manager LP | 12,648 | $1.35M | 0.03% | −26,032−67.3% | Reduced |
| Arnhold LLC | 12,636 | $1.35M | 0.14% | 00.0% | Unchanged |
| Ativo Capital Management LLC | 12,541 | $1.34M | 1.38% | −90−0.7% | Reduced |
| Brookstone Capital Management | 11,920 | $1.33M | 0.02% | −913−7.1% | Reduced |
| BTC Capital Management, Inc. | 12,481 | $1.33M | 0.12% | −420−3.3% | Reduced |
| Glass Wealth Management Co LLC | 12,460 | $1.33M | 0.78% | −65−0.5% | Reduced |
| Ieq Capital, LLC | 12,454 | $1.33M | 0.02% | +2,961+31.2% | Added |
| Bessemer Group Inc | 12,414 | $1.32M | 0.00% | −159−1.3% | Reduced |
| Triasima Portfolio Management inc. | 12,400 | $1.32M | 0.12% | −16,935−57.7% | Reduced |
| Beverly Hills Private Wealth, LLC | 12,344 | $1.31M | 0.29% | −1,306−9.6% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 12,245 | $1.30M | 0.04% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 12,009 | $1.28M | 0.19% | −160−1.3% | Reduced |
| Guyasuta Investment Advisors Inc | 12,573 | $1.27M | 0.09% | −101−0.8% | Reduced |
| Trust Co of Oklahoma | 11,906 | $1.27M | 0.45% | −168−1.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 11,901 | $1.27M | 0.05% | −4,211−26.1% | Reduced |
| Semmax Financial Advisors Inc. | 11,238 | $1.26M | 0.38% | +432+4.0% | Added |
| Court Place Advisors, LLC | 11,820 | $1.26M | 0.39% | +425+3.7% | Added |
| Creegan & Nassoura Financial Group, LLC | 11,800 | $1.26M | 0.86% | −200−1.7% | Reduced |
| Horizon Kinetics Asset Management LLC | 11,797 | $1.26M | 0.02% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 11,793 | $1.26M | 0.01% | −1,311−10.0% | Reduced |
| Flputnam Investment Management Co | 11,702 | $1.25M | 0.02% | +304+2.7% | Added |
| Abbrea Capital, LLC | 11,616 | $1.24M | 0.16% | −140−1.2% | Reduced |
| Bridgewater Advisors Inc. | 11,197 | $1.23M | 0.15% | +11,197 | New |
| Venture Visionary Partners LLC | 11,506 | $1.22M | 0.06% | −38−0.3% | Reduced |
| Omers Administration Corp | 11,500 | $1.22M | 0.01% | +11,500 | New |
| Greenwich Wealth Management LLC | 11,476 | $1.22M | 0.09% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 11,425 | $1.22M | 0.01% | +78+0.7% | Added |
| Apollon Wealth Management, LLC | 11,413 | $1.22M | 0.04% | −1,582−12.2% | Reduced |
| Ameritas Advisory Services, LLC | 11,400 | $1.21M | 0.05% | −130−1.1% | Reduced |
| Bryn Mawr Trust Co | 11,388 | $1.21M | 0.05% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 11,383 | $1.21M | 0.13% | +11,383 | New |
| Boston Private Wealth LLC | 11,345 | $1.21M | 0.03% | −1,814−13.8% | Reduced |
| Williams Jones Wealth Management, LLC. | 11,287 | $1.20M | 0.01% | −250−2.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,278 | $1.20M | 0.05% | −1,452−11.4% | Reduced |
| Mission Wealth Management, LP | 11,250 | $1.20M | 0.03% | +1,213+12.1% | Added |
| Mutual Advisors, LLC | 10,772 | $1.19M | 0.04% | −72−0.7% | Reduced |
| Transcend Wealth Collective, LLC | 11,173 | $1.19M | 0.09% | −47−0.4% | Reduced |
| Resources Investment Advisors, LLC. | 11,140 | $1.19M | 0.01% | +4,469+67.0% | Added |
| Carnegie Capital Asset Management, LLC | 11,037 | $1.18M | 0.04% | +20.0% | Added |
| Notis-McConarty Edward | 10,861 | $1.16M | 0.45% | −13,300−55.0% | Reduced |
| Level Four Advisory Services, LLC | 10,829 | $1.15M | 0.05% | −754−6.5% | Reduced |
| South State Corp. | 10,796 | $1.15M | 0.08% | −189−1.7% | Reduced |
| Chilton Capital Management LLC | 10,770 | $1.15M | 0.05% | −618−5.4% | Reduced |
| Legacy Financial Advisors, Inc. | 10,756 | $1.15M | 0.20% | −798−6.9% | Reduced |
| Ar Asset Management Inc | 10,750 | $1.14M | 0.28% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 10,721 | $1.14M | 0.02% | −1,474−12.1% | Reduced |
| Qtron Investments LLC | 10,709 | $1.14M | 0.16% | −1,935−15.3% | Reduced |
| Merit Financial Group, LLC | 10,608 | $1.13M | 0.02% | +93+0.9% | Added |
| Scott & Selber, Inc. | 10,561 | $1.12M | 0.36% | +76+0.7% | Added |
| Farther Finance Advisors, LLC | 10,483 | $1.12M | 0.05% | +1,769+20.3% | Added |
| Intrust Bank NA | 10,487 | $1.12M | 0.12% | −1,177−10.1% | Reduced |
| NBC Securities, Inc. | 10,492 | $1.12M | 0.10% | +97+0.9% | Added |
| Aaron Wealth Advisors | 10,475 | $1.12M | 0.15% | −247−2.3% | Reduced |
| LCNB Corp | 10,304 | $1.10M | 0.41% | −505−4.7% | Reduced |
| Umb Bank N A | 10,292 | $1.10M | 0.02% | −103−1.0% | Reduced |
| CX Institutional | 10,278 | $1.09M | 0.05% | +76+0.7% | Added |
| FRG Family Wealth Advisors LLC | 9,925 | $1.09M | 0.21% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 10,250 | $1.09M | 0.13% | +1,701+19.9% | Added |
| Strategic Global Advisors, LLC | 5,451 | $1.09M | 0.23% | −5,286−49.2% | Reduced |
| Silvercrest Asset Management Group LLC | 10,244 | $1.09M | 0.01% | −750−6.8% | Reduced |
| Welch Group, LLC | 10,226 | $1.09M | 0.05% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 10,225 | $1.09M | 0.00% | −369−3.5% | Reduced |
| Mayflower Financial Advisors, LLC | 10,209 | $1.09M | 0.18% | −361−3.4% | Reduced |