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 |
|---|---|---|---|---|---|
| Oxford Wealth Group, LLC | 10,196 | $1.09M | 0.75% | +3,396+49.9% | Added |
| Cary Street Partner Investment Advisory LLC | 10,170 | $1.08M | 0.04% | −278−2.7% | Reduced |
| DGS Capital Management, LLC | 10,151 | $1.08M | 0.30% | +744+7.9% | Added |
| HighPoint Advisor Group LLC | 9,595 | $1.07M | 0.06% | −10,598−52.5% | Reduced |
| Cambridge Advisors Inc. | 10,075 | $1.07M | 0.25% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 10,074 | $1.07M | 0.43% | −10−0.1% | Reduced |
| Castlekeep Investment Advisors LLC | 10,051 | $1.07M | 0.83% | −28−0.3% | Reduced |
| Pitcairn Co | 9,998 | $1.06M | 0.07% | +890+9.8% | Added |
| Nicholas Hoffman & Company, LLC. | 9,881 | $1.05M | 0.05% | −40−0.4% | Reduced |
| Becker Capital Management Inc | 9,861 | $1.05M | 0.04% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 9,852 | $1.05M | 0.16% | +3,583+57.2% | Added |
| Holderness Investments Co | 9,828 | $1.05M | 0.25% | +673+7.4% | Added |
| KCM Investment Advisors LLC | 9,824 | $1.05M | 0.04% | −204−2.0% | Reduced |
| Drexel Morgan & Co. | 9,720 | $1.03M | 0.22% | 00.0% | Unchanged |
| AQR Capital Management LLC | 9,702 | $1.03M | 0.00% | +6,990+257.7% | Added |
| Mather Group, LLC. | 10,599 | $1.03M | 0.01% | +3,046+40.3% | Added |
| Harbour Trust & Investment Management Co | 9,569 | $1.02M | 0.12% | −376−3.8% | Reduced |
| King Luther Capital Management Corp | 9,523 | $1.01M | 0.00% | +456+5.0% | Added |
| Simmons Bank | 9,519 | $1.01M | 0.08% | −205−2.1% | Reduced |
| Wedbush Securities Inc | 9,503 | $1.01M | 0.04% | −2,052−17.8% | Reduced |
| Kensington Investment Counsel, LLC | 9,461 | $1.01M | 0.45% | −160−1.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 9,444 | $1.01M | 0.15% | +1,084+13.0% | Added |
| WealthPlan Investment Management, LLC | 9,394 | $1.00M | 0.15% | +9,394 | New |
| Adviser Investments LLC | 9,365 | $997.0K | 0.01% | +5+0.1% | Added |
| Csenge Advisory Group | 9,348 | $995.2K | 0.06% | +2,792+42.6% | Added |
| Financial Advocates Investment Management | 9,324 | $992.7K | 0.06% | −621−6.2% | Reduced |
| XML Financial, LLC | 9,248 | $984.6K | 0.10% | −427−4.4% | Reduced |
| Boston Financial Mangement LLC | 9,248 | $984.5K | 0.03% | +715+8.4% | Added |
| Callan Capital, LLC | 8,988 | $956.9K | 0.08% | +1,762+24.4% | Added |
| Unique Wealth Strategies, LLC | 9,826 | $950.5K | 0.45% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 8,873 | $945.0K | 0.51% | 00.0% | Unchanged |
| Millennium Management LLC | 8,863 | $943.6K | 0.00% | −262,380−96.7% | Reduced |
| Associated Banc-Corp | 8,852 | $942.4K | 0.03% | +134+1.5% | Added |
| TD Private Client Wealth LLC | 8,850 | $942.2K | 0.03% | −2,056−18.9% | Reduced |
| Drucker Wealth 3.0, LLC | 8,810 | $937.9K | 0.25% | +8,810 | New |
| 1620 Investment Advisors, Inc. | 8,810 | $937.9K | 0.72% | +8,634+4,905.7% | Added |
| Bangor Savings Bank | 8,803 | $937.2K | 0.09% | +206+2.4% | Added |
| CNB Bank | 8,779 | $934.6K | 0.45% | −6,281−41.7% | Reduced |
| Sittner & Nelson, LLC | 8,769 | $933.6K | 0.46% | −276−3.1% | Reduced |
| Essex Financial Services, Inc. | 8,401 | $932.7K | 0.07% | +2,154+34.5% | Added |
| Elser Financial Planning, Inc | 8,751 | $931.6K | 0.16% | +8,751 | New |
| V-Square Quantitative Management LLC | 8,635 | $923.7K | 0.15% | +240+2.9% | Added |
| Eqis Capital Management, Inc. | 8,671 | $923.1K | 0.08% | −32−0.4% | Reduced |
| Hamel Associates, Inc. | 8,645 | $920.3K | 0.29% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 8,570 | $912.4K | 0.33% | +998+13.2% | Added |
| New Hampshire Trust | 8,564 | $911.7K | 0.21% | −1,059−11.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 8,527 | $907.8K | 0.00% | −1,046−10.9% | Reduced |
| Warren Averett Asset Management, LLC | 8,524 | $907.4K | 0.02% | +4,187+96.5% | Added |
| JNBA Financial Advisors | 8,456 | $900.2K | 0.09% | −204−2.4% | Reduced |
| Davidson Trust Co | 8,431 | $897.6K | 0.62% | −73−0.9% | Reduced |
| Stratos Wealth Advisors, LLC | 8,429 | $897.4K | 0.04% | +19+0.2% | Added |
| Valmark Advisers, Inc. | 8,426 | $897.0K | 0.02% | +134+1.6% | Added |
| Epoch Investment Partners, Inc. | 8,391 | $893.3K | 0.00% | −45−0.5% | Reduced |
| Kennon-Green & Company, LLC | 8,378 | $891.9K | 0.82% | −583−6.5% | Reduced |
| Kingsview Wealth Management, LLC | 8,376 | $891.7K | 0.02% | −670−7.4% | Reduced |
| Smart Money Group LLC | 7,997 | $891.5K | 0.32% | +733+10.1% | Added |
| Banco de Sabadell, S.A | 8,307 | $879.0K | 0.64% | +182+2.2% | Added |
| Keel Point, LLC | 7,735 | $870.5K | 0.08% | +4,221+120.1% | Added |
| Fort Sheridan Advisors LLC | 8,159 | $868.6K | 0.14% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 8,146 | $867.2K | 0.00% | +3,392+71.4% | Added |
| Burns J W & Co Inc | 8,084 | $860.6K | 0.12% | 00.0% | Unchanged |
| PDS Planning, Inc | 8,079 | $860.1K | 0.09% | +314+4.0% | Added |
| Beacon Investment Advisory Services, Inc. | 8,046 | $856.6K | 0.04% | −762−8.7% | Reduced |
| Twin Tree Management, LP | 7,987 | $850.3K | 0.02% | +7,987 | New |
| Cypress Asset Management Inc | 7,806 | $847.0K | 0.22% | −340−4.2% | Reduced |
| Shelton Capital Management | 7,878 | $838.7K | 0.02% | −208−2.6% | Reduced |
| Sage Rhino Capital LLC | 7,847 | $835.4K | 0.20% | +41+0.5% | Added |
| Lee Danner & Bass Inc | 7,830 | $834.0K | 0.06% | +7,830 | New |
| West Family Investments, Inc. | 7,812 | $831.7K | 0.25% | −57−0.7% | Reduced |
| Avidian Wealth Solutions, LLC | 7,811 | $831.6K | 0.04% | +497+6.8% | Added |
| Thornburg Investment Management Inc | 7,800 | $830.4K | 0.01% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 7,800 | $830.4K | 0.00% | +7,800 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,496 | $828.5K | 0.01% | +400+5.6% | Added |
| Clarius Group, LLC | 7,753 | $825.4K | 0.06% | −1,582−16.9% | Reduced |
| Twin City Private Wealth, LLC | 7,707 | $820.5K | 0.77% | +764+11.0% | Added |
| HF Advisory Group, LLC | 7,658 | $815.3K | 0.42% | +1,861+32.1% | Added |
| FSB Premier Wealth Management, Inc. | 7,626 | $811.9K | 0.37% | +2,651+53.3% | Added |
| Anchor Investment Management, LLC | 7,601 | $809.2K | 0.08% | −100−1.3% | Reduced |
| Montag A & Associates Inc | 7,575 | $806.4K | 0.04% | 00.0% | Unchanged |
| Covenant Partners, LLC | 7,542 | $802.9K | 0.24% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 7,528 | $801.4K | 0.04% | −756−9.1% | Reduced |
| Means Investment Co., Inc. | 7,506 | $799.1K | 0.10% | −178−2.3% | Reduced |
| Caption Management, LLC | 7,500 | $798.5K | 0.08% | +7,500 | New |
| Torno Capital, LLC | 7,500 | $798.5K | 0.08% | +7,500 | New |
| Harbour Investments, Inc. | 7,499 | $798.3K | 0.03% | +273+3.8% | Added |
| Central Trust Co | 7,386 | $786.3K | 0.02% | −249−3.3% | Reduced |
| Marotta Asset Management | 7,378 | $786.1K | 0.16% | −114−1.5% | Reduced |
| Romano Brothers and Company | 7,362 | $783.8K | 0.11% | +6+0.1% | Added |
| Ruggaard & Associates LLC | 7,348 | $782.2K | 0.36% | −261−3.4% | Reduced |
| Mill Capital Management, LLC | 7,334 | $780.8K | 0.06% | −750−9.3% | Reduced |
| Gladstone Institutional Advisory LLC | 7,272 | $774.2K | 0.04% | +597+8.9% | Added |
| Lantern Wealth Advisors, LLC | 7,200 | $766.5K | 0.56% | −200−2.7% | Reduced |
| St. Clair Advisors, LLC | 7,092 | $755.0K | 0.24% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 7,087 | $755.0K | 0.00% | −108,762−93.9% | Reduced |
| BSW Wealth Partners | 7,090 | $754.8K | 0.12% | −486−6.4% | Reduced |
| Lantz Financial LLC | 7,061 | $751.7K | 0.23% | −133−1.8% | Reduced |
| Stephens Inc | 7,057 | $751.3K | 0.01% | +101+1.5% | Added |
| Cookson Peirce & Co Inc | 7,047 | $750.2K | 0.04% | −173−2.4% | Reduced |
| Arkadios Wealth Advisors | 7,021 | $747.5K | 0.05% | +4,568+186.2% | Added |
| Douglass Winthrop Advisors, LLC | 7,008 | $746.1K | 0.02% | −140−2.0% | Reduced |