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 |
|---|---|---|---|---|---|
| Tiaa Trust, National Association | 7,001 | $745.3K | 0.00% | −851−10.8% | Reduced |
| Liberty One Investment Management, LLC | 6,943 | $739.0K | 0.08% | −241−3.4% | Reduced |
| Nomura Holdings Inc | 6,900 | $734.6K | 0.00% | −7,063−50.6% | Reduced |
| Kimelman & Baird, LLC | 6,900 | $734.6K | 0.06% | +6,900 | New |
| Coldstream Capital Management Inc | 6,838 | $728.0K | 0.02% | +136+2.0% | Added |
| Rehmann Capital Advisory Group | 6,832 | $727.4K | 0.05% | −211−3.0% | Reduced |
| Klingenstein Fields & Co LP | 6,797 | $723.6K | 0.03% | −246−3.5% | Reduced |
| Kennedy Investment Group | 6,750 | $718.6K | 0.36% | +6,750 | New |
| Valeo Financial Advisors, LLC | 6,701 | $713.4K | 0.02% | −321−4.6% | Reduced |
| Keystone Financial Services | 6,636 | $706.4K | 0.29% | +536+8.8% | Added |
| Group One Trading, L.P. | 6,591 | $701.7K | 0.02% | +6,591 | New |
| Peoples Bank | 6,573 | $699.7K | 0.55% | −110−1.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 6,559 | $698.0K | 0.01% | +232+3.7% | Added |
| Jacobi Capital Management LLC | 6,492 | $691.1K | 0.06% | +101+1.6% | Added |
| Five Oceans Advisors | 6,487 | $690.6K | 0.36% | +941+17.0% | Added |
| Hartford Funds Management Co LLC | 6,486 | $690.5K | 0.06% | +769+13.5% | Added |
| Global Retirement Partners, LLC | 6,470 | $688.8K | 0.02% | +1,940+42.8% | Added |
| Neville Rodie & Shaw Inc | 6,460 | $688.0K | 0.05% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 6,452 | $686.9K | 0.01% | +425+7.1% | Added |
| Dakota Wealth Management | 6,446 | $686.2K | 0.02% | −141−2.1% | Reduced |
| Ascent Group, LLC | 6,416 | $683.0K | 0.06% | +345+5.7% | Added |
| Heck Capital Advisors, LLC | 6,376 | $678.8K | 0.08% | +3,198+100.6% | Added |
| Russell Investments Group, Ltd. | 6,375 | $678.7K | 0.00% | +1,883+41.9% | Added |
| Salem Investment Counselors Inc | 6,362 | $677.3K | 0.02% | −70−1.1% | Reduced |
| Jeppson Wealth Management, LLC | 6,353 | $676.3K | 0.26% | +40+0.6% | Added |
| AE Wealth Management LLC | 6,316 | $672.4K | 0.01% | +656+11.6% | Added |
| Visionary Horizons, LLC | 6,300 | $670.7K | 0.49% | −5−0.1% | Reduced |
| Mraz, Amerine & Associates, Inc. | 6,298 | $670.5K | 0.14% | −100−1.6% | Reduced |
| Heritage Wealth Management, Inc. | 6,136 | $663.5K | 0.22% | +6,136 | New |
| Fulton Bank, N.A. | 6,229 | $663.1K | 0.03% | −857−12.1% | Reduced |
| NTV Asset Management LLC | 6,221 | $662.3K | 0.09% | +300+5.1% | Added |
| Schulhoff & Co Inc | 6,210 | $661.1K | 0.30% | +6+0.1% | Added |
| Personal Cfo Solutions, LLC | 6,200 | $660.1K | 0.10% | +832+15.5% | Added |
| Wedmont Private Capital | 5,874 | $656.1K | 0.04% | +857+17.1% | Added |
| 1832 Asset Management L.P. | 6,156 | $655.4K | 0.00% | −439−6.7% | Reduced |
| Principal Street Partners, LLC | 6,080 | $647.3K | 0.12% | 00.0% | Unchanged |
| Motco | 6,069 | $646.1K | 0.04% | +867+16.7% | Added |
| J.W. Cole Advisors, Inc. | 6,053 | $644.4K | 0.03% | −261−4.1% | Reduced |
| Cohen Klingenstein LLC | 6,000 | $638.8K | 0.02% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 5,954 | $633.9K | 0.14% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 5,930 | $631.3K | 0.35% | −618−9.4% | Reduced |
| Heritage Family Offices, LLP | 5,930 | $631.3K | 0.35% | +5,930 | New |
| Radnor Capital Management, LLC | 5,925 | $631.0K | 0.19% | 00.0% | Unchanged |
| Regions Financial Corp | 5,870 | $624.9K | 0.00% | −549−8.6% | Reduced |
| Oarsman Capital, Inc. | 5,860 | $623.9K | 0.14% | −327−5.3% | Reduced |
| Cullen Investment Group, Ltd. | 5,855 | $623.3K | 0.10% | −100−1.7% | Reduced |
| Monticello Wealth Management, LLC | 5,831 | $620.8K | 0.06% | +350+6.4% | Added |
| McDaniel Terry & Co | 5,820 | $620.0K | 0.05% | −164−2.7% | Reduced |
| First Affirmative Financial Network | 5,805 | $618.0K | 0.43% | +1,048+22.0% | Added |
| Nilsine Partners, LLC | 5,789 | $616.3K | 0.08% | +110+1.9% | Added |
| Arete Wealth Advisors, LLC | 5,788 | $616.0K | 0.05% | +5,788 | New |
| Penbrook Management LLC | 5,760 | $613.2K | 0.37% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5,722 | $609.2K | 0.11% | −169−2.9% | Reduced |
| O'Brien Greene & Co. Inc | 5,698 | $606.6K | 0.19% | +124+2.2% | Added |
| HB Wealth Management, LLC | 5,694 | $606.2K | 0.01% | 00.0% | Unchanged |
| Allen Wealth Management, LLC | 5,688 | $605.5K | 0.54% | +214+3.9% | Added |
| Ignite Planners, LLC | 5,582 | $603.5K | 0.15% | +256+4.8% | Added |
| Cascade Financial Partners, LLC | 5,638 | $600.2K | 0.08% | 00.0% | Unchanged |
| E&G Advisors, LP | 5,638 | $600.2K | 0.18% | −56−1.0% | Reduced |
| Centaurus Financial, Inc. | 5,630 | $599.0K | 0.04% | +995+21.5% | Added |
| BKM Wealth Management, LLC | 5,625 | $598.8K | 0.29% | +328+6.2% | Added |
| Venturi Wealth Management, LLC | 5,621 | $598.4K | 0.04% | +43+0.8% | Added |
| Sivia Capital Partners, LLC | 5,572 | $593.2K | 0.40% | +227+4.2% | Added |
| TD Waterhouse Canada Inc. | 5,563 | $593.0K | 0.01% | −413−6.9% | Reduced |
| BancorpSouth Bank | 5,554 | $591.3K | 0.04% | −132−2.3% | Reduced |
| Summit Trail Advisors, LLC | 5,553 | $591.1K | 0.02% | +956+20.8% | Added |
| Sigma Planning Corp | 5,518 | $587.5K | 0.02% | −390−6.6% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5,507 | $586.3K | 0.06% | −2,689−32.8% | Reduced |
| St Germain D J Co Inc | 5,492 | $584.7K | 0.03% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 5,472 | $582.5K | 0.04% | +5,472 | New |
| Patton Albertson Miller Group, LLC | 5,466 | $581.9K | 0.08% | −215−3.8% | Reduced |
| Savant Capital, LLC | 5,463 | $581.6K | 0.01% | +56+1.0% | Added |
| MB, Levis & Associates, LLC | 5,410 | $575.9K | 0.30% | 00.0% | Unchanged |
| Brighton Jones LLC | 5,399 | $574.7K | 0.02% | +495+10.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,397 | $574.6K | 0.08% | −112−2.0% | Reduced |
| Cary Street Partners Asset Management LLC | 5,363 | $570.9K | 0.08% | −142−2.6% | Reduced |
| First City Capital Management, Inc. | 5,336 | $568.0K | 0.32% | +10.0% | Added |
| CFO4Life Group, LLC | 5,332 | $567.7K | 0.11% | −1,074−16.8% | Reduced |
| Lazard Asset Management LLC | 5,338 | $567.0K | 0.00% | −606−10.2% | Reduced |
| Forza Wealth Management, LLC | 5,319 | $566.3K | 0.29% | 00.0% | Unchanged |
| Gradient Investments LLC | 5,313 | $565.6K | 0.01% | +330+6.6% | Added |
| Modera Wealth Management, LLC | 5,285 | $562.6K | 0.01% | −2,464−31.8% | Reduced |
| Convergence Financial, LLC | 5,283 | $562.4K | 0.15% | +5,283 | New |
| Hall Capital Management Co Inc | 5,283 | $562.4K | 0.27% | +105+2.0% | Added |
| Carr Financial Group Corp | 5,280 | $562.1K | 0.18% | +27+0.5% | Added |
| First American Trust, FSB | 5,269 | $560.9K | 0.06% | −222−4.0% | Reduced |
| Kidder Stephen W | 5,254 | $559.3K | 0.17% | −7,155−57.7% | Reduced |
| Circle Wealth Management, LLC | 5,230 | $556.8K | 0.01% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 5,184 | $551.9K | 0.09% | 00.0% | Unchanged |
| Cordatus Wealth Management LLC | 5,165 | $550.0K | 0.21% | −20.0% | Reduced |
| StrongBox Wealth, LLC | 5,138 | $547.0K | 0.26% | +1,855+56.5% | Added |
| American Trust Investment Advisors, LLC | 5,060 | $538.7K | 0.26% | −137−2.6% | Reduced |
| Mezzasalma Advisors, LLC | 5,040 | $536.6K | 0.23% | +1,023+25.5% | Added |
| Moneta Group Investment Advisors LLC | 290 | $536.2K | 0.01% | −193−40.0% | Reduced |
| Alhambra Investment Partners LLC | 5,034 | $535.9K | 0.29% | 00.0% | Unchanged |
| Dillon & Associates Inc | 5,049 | $535.0K | 0.08% | −274−5.1% | Reduced |
| MMBG Investment Advisors Co. | 5,002 | $532.5K | 0.06% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 5,000 | $532.3K | 0.19% | −150−2.9% | Reduced |
| Gallacher Capital Management LLC | 4,981 | $530.3K | 0.28% | +179+3.7% | Added |
| Valley Brook Capital Group | 4,959 | $527.9K | 0.41% | −25−0.5% | Reduced |