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; 1,625 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 | 1,625 | $21.3B |
| Q1 2026 | 1,604 | $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 |
|---|---|---|---|---|---|
| North Star Asset Management Inc | 4,951 | $527.1K | 0.03% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 4,916 | $523.3K | 0.29% | 00.0% | Unchanged |
| Diversified Trust Co | 4,870 | $518.5K | 0.01% | −186−3.7% | Reduced |
| Joel Isaacson & Co., LLC | 4,862 | $517.6K | 0.03% | +191+4.1% | Added |
| Cyndeo Wealth Partners, LLC | 4,836 | $514.8K | 0.04% | −1,113−18.7% | Reduced |
| Plancorp, LLC | 4,796 | $510.6K | 0.02% | +3+0.1% | Added |
| Cohen Investment Advisors LLC | 4,997 | $509.0K | 0.41% | +1,127+29.1% | Added |
| Thoroughbred Financial Services, LLC | 4,719 | $502.0K | 0.03% | +2,038+76.0% | Added |
| Financial & Tax Architects, LLC | 4,703 | $500.7K | 0.13% | +1,161+32.8% | Added |
| Cullinan Associates Inc | 4,700 | $500.4K | 0.03% | 00.0% | Unchanged |
| Stablepoint Partners, LLC | 4,487 | $496.6K | 0.10% | −200−4.3% | Reduced |
| Capital Investment Advisors, LLC | 4,638 | $493.7K | 0.01% | +122+2.7% | Added |
| Rossmore Private Capital | 4,627 | $492.6K | 0.06% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 4,480 | $492.1K | 0.06% | −312−6.5% | Reduced |
| Aptus Capital Advisors, LLC | 4,616 | $491.4K | 0.01% | +52+1.1% | Added |
| Strategic Investment Advisors | 4,611 | $490.9K | 0.06% | +145+3.2% | Added |
| Wealth Group, Ltd. | 4,594 | $489.0K | 0.35% | −82−1.8% | Reduced |
| Toroso Investments, LLC | 4,566 | $486.1K | 0.01% | +1,681+58.3% | Added |
| Grimes & Company, Inc. | 4,555 | $484.9K | 0.01% | −9,967−68.6% | Reduced |
| Pinnacle Financial Partners Inc | 4,579 | $483.6K | 0.01% | −527−10.3% | Reduced |
| Value Partners Investments Inc. | 4,540 | $483.2K | 0.04% | +725+19.0% | Added |
| Atlas Capital Advisors LLC | 4,532 | $482.5K | 0.06% | +3,800+519.1% | Added |
| Capital Analysts, LLC | 4,520 | $481.0K | 0.02% | +217+5.0% | Added |
| Regatta Capital Group, LLC | 4,477 | $476.6K | 0.10% | −119−2.6% | Reduced |
| Private Trust Co NA | 4,466 | $475.5K | 0.05% | −638−12.5% | Reduced |
| Washington Trust Co | 4,465 | $475.3K | 0.02% | +10+0.2% | Added |
| Mesirow Financial Investment Management, Inc. | 4,454 | $474.3K | 0.01% | −366−7.6% | Reduced |
| Bedel Financial Consulting, Inc. | 4,445 | $473.2K | 0.07% | 00.0% | Unchanged |
| Mittelman Wealth Management | 4,440 | $472.7K | 0.31% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 4,416 | $470.1K | 0.11% | −49−1.1% | Reduced |
| Berkshire Bank | 4,415 | $470.0K | 0.12% | −470−9.6% | Reduced |
| Altfest L J & Co Inc | 4,417 | $470.0K | 0.06% | −55−1.2% | Reduced |
| Violich Capital Management, Inc. | 4,412 | $470.0K | 0.06% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 4,407 | $469.2K | 0.02% | +1,278+40.8% | Added |
| Beutel, Goodman & Co Ltd. | 4,405 | $468.0K | 0.00% | 00.0% | Unchanged |
| Tranquilli Financial Advisor LLC | 4,382 | $466.9K | 0.31% | −10−0.2% | Reduced |
| Centiva Capital, LP | 4,361 | $464.3K | 0.02% | −5,743−56.8% | Reduced |
| Intellectus Partners, LLC | 4,342 | $462.2K | 0.13% | −384−8.1% | Reduced |
| Two Sigma Securities, LLC | 4,340 | $462.0K | 0.02% | +65+1.5% | Added |
| Clear Harbor Asset Management, LLC | 4,323 | $460.2K | 0.04% | 00.0% | Unchanged |
| Range Financial Group LLC | 4,316 | $459.5K | 0.23% | −1,207−21.9% | Reduced |
| Principle Wealth Partners LLC | 4,247 | $452.1K | 0.03% | 00.0% | Unchanged |
| Leonard Rickey Investment Advisors P.L.L.C. | 4,240 | $451.4K | 0.11% | +662+18.5% | Added |
| Seeds Investor LLC | 4,231 | $450.5K | 0.23% | +823+24.1% | Added |
| Helen Stephens Group, LLC | 4,222 | $449.5K | 0.16% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 4,200 | $447.1K | 0.05% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 4,163 | $443.2K | 0.05% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 4,155 | $442.3K | 0.02% | +114+2.8% | Added |
| Walter & Keenan Financial Consulting Co | 4,150 | $441.8K | 0.14% | −474−10.3% | Reduced |
| Legal & General Group Plc | 4,124 | $439.0K | 0.00% | −832−16.8% | Reduced |
| YHB Investment Advisors, Inc. | 4,123 | $438.9K | 0.04% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 4,116 | $438.0K | 0.06% | +4,116 | New |
| Wesbanco Bank Inc | 4,099 | $436.4K | 0.02% | −445−9.8% | Reduced |
| American National Bank | 4,096 | $436.1K | 0.05% | +349+9.3% | Added |
| Pinnacle West Asset Management, Inc. | 4,100 | $436.0K | 0.34% | 00.0% | Unchanged |
| Bailard, Inc. | 4,087 | $435.1K | 0.01% | +661+19.3% | Added |
| GAMMA Investing LLC | 4,078 | $434.1K | 0.06% | +769+23.2% | Added |
| Curbstone Financial Management Corp | 4,044 | $430.5K | 0.09% | +4,044 | New |
| Freestone Capital Holdings, LLC | 4,040 | $430.1K | 0.02% | −348−7.9% | Reduced |
| S.A. Mason LLC | 4,040 | $430.1K | 0.24% | 00.0% | Unchanged |
| Charter Trust Co | 4,019 | $427.9K | 0.03% | −4−0.1% | Reduced |
| Shufro Rose & Co LLC | 4,000 | $425.8K | 0.03% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,997 | $425.5K | 0.01% | +3,997 | New |
| Parkside Financial Bank & Trust | 3,986 | $424.4K | 0.07% | −181−4.3% | Reduced |
| Chicago Trust Co NA | 3,943 | $419.8K | 0.09% | +3,943 | New |
| Fiduciary Financial Group, LLC | 3,780 | $417.8K | 0.10% | +3,780 | New |
| Lindbrook Capital, LLC | 3,918 | $417.1K | 0.04% | +142+3.8% | Added |
| Twin Lakes Capital Management, LLC | 3,905 | $415.7K | 0.28% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 4,293 | $415.2K | 0.01% | +2,113+96.9% | Added |
| InTrack Investment Management Inc | 3,900 | $415.2K | 0.30% | +500+14.7% | Added |
| Two Sigma Advisers, LP | 3,900 | $415.2K | 0.00% | +3,900 | New |
| Thomasville National Bank | 3,868 | $411.8K | 0.03% | +290+8.1% | Added |
| Catalytic Wealth RIA, LLC | 3,867 | $411.7K | 0.08% | −218−5.3% | Reduced |
| Pointe Capital Management LLC | 3,842 | $409.0K | 0.25% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 3,841 | $408.9K | 0.20% | −500−11.5% | Reduced |
| Goldstone Financial Group, LLC | 3,834 | $408.2K | 0.08% | +571+17.5% | Added |
| DF Dent & Co Inc | 3,825 | $407.2K | 0.01% | −4−0.1% | Reduced |
| Alera Investment Advisors, LLC | 3,806 | $405.1K | 0.05% | −2,599−40.6% | Reduced |
| Allworth Financial LP | 3,816 | $405.0K | 0.00% | +86+2.3% | Added |
| Greenwood Gearhart Inc | 3,802 | $404.8K | 0.04% | −1,140−23.1% | Reduced |
| Beck Mack & Oliver LLC | 3,800 | $404.5K | 0.01% | −400−9.5% | Reduced |
| D'Orazio & Associates, Inc. | 3,792 | $403.7K | 0.06% | +30+0.8% | Added |
| Hollow Brook Wealth Management LLC | 3,788 | $403.3K | 0.14% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 3,785 | $403.0K | 0.16% | −97−2.5% | Reduced |
| MQS Management LLC | 3,772 | $401.6K | 0.24% | −3,879−50.7% | Reduced |
| SYSTM Wealth Solutions LLC | 3,771 | $401.5K | 0.09% | −659−14.9% | Reduced |
| Formidable Asset Management, LLC | 3,767 | $401.0K | 0.06% | +101+2.8% | Added |
| Riverview Trust Co | 3,763 | $400.6K | 0.38% | 00.0% | Unchanged |
| Graypoint LLC | 3,759 | $400.2K | 0.03% | −1,909−33.7% | Reduced |
| Seven Mile Advisory | 3,742 | $398.4K | 0.29% | +69+1.9% | Added |
| Pinnacle Bancorp, Inc. | 3,737 | $397.8K | 0.12% | +40+1.1% | Added |
| First Personal Financial Services | 3,720 | $396.0K | 0.09% | 00.0% | Unchanged |
| Busey Wealth Management | 3,717 | $395.7K | 0.01% | −422−10.2% | Reduced |
| Newman Dignan & Sheerar, Inc. | 3,699 | $393.8K | 0.10% | 00.0% | Unchanged |
| Glenview Trust Co | 3,695 | $393.4K | 0.01% | +238+6.9% | Added |
| Institute for Wealth Management, LLC. | 3,689 | $392.7K | 0.05% | −42−1.1% | Reduced |
| Cetera Trust Company, N.A | 3,687 | $392.5K | 0.25% | 00.0% | Unchanged |
| Wealth Alliance | 3,683 | $392.1K | 0.05% | +191+5.5% | Added |
| Sachetta, LLC | 3,503 | $392.1K | 0.17% | −21−0.6% | Reduced |
| RNC Capital Management LLC | 3,682 | $392.0K | 0.02% | +16+0.4% | Added |