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 |
|---|---|---|---|---|---|
| Sound View Wealth Advisors Group, LLC | 3,661 | $389.8K | 0.04% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 3,654 | $389.0K | 0.09% | +3,654 | New |
| Flagship Harbor Advisors, LLC | 3,648 | $388.4K | 0.02% | +17+0.5% | Added |
| Baker Tilly Wealth Management, LLC | 3,636 | $387.1K | 0.16% | −1,772−32.8% | Reduced |
| Essex Investment Management Co LLC | 3,625 | $385.9K | 0.07% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 3,599 | $383.1K | 0.31% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 3,597 | $382.9K | 0.23% | −88−2.4% | Reduced |
| Optas, LLC | 3,586 | $381.8K | 0.10% | +580+19.3% | Added |
| Walleye Capital LLC | 3,563 | $379.3K | 0.00% | −10,735−75.1% | Reduced |
| Texas Yale Capital Corp. | 3,562 | $379.2K | 0.02% | +100+2.9% | Added |
| Hexagon Capital Partners LLC | 3,560 | $379.0K | 0.08% | −53−1.5% | Reduced |
| Abel Hall, LLC | 3,553 | $378.3K | 0.27% | +351+11.0% | Added |
| Hyman Charles D | 3,548 | $378.0K | 0.02% | −7−0.2% | Reduced |
| King Wealth | 3,550 | $378.0K | 0.06% | +100+2.9% | Added |
| Dempze Nancy E | 3,532 | $376.0K | 0.26% | −6,255−63.9% | Reduced |
| Cravens & Co Advisors, LLC | 3,507 | $373.4K | 0.28% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 3,501 | $372.8K | 0.23% | +2+0.1% | Added |
| Round Rock Advisors, LLC | 3,500 | $372.6K | 0.09% | 00.0% | Unchanged |
| LaFleur & Godfrey LLC | 3,497 | $372.3K | 0.05% | +599+20.7% | Added |
| Independent Advisor Alliance | 3,495 | $372.1K | 0.01% | −195−5.3% | Reduced |
| Moloney Securities Asset Management, LLC | 3,486 | $371.1K | 0.05% | −275−7.3% | Reduced |
| Robertson Stephens Wealth Management, LLC | 3,456 | $367.9K | 0.02% | +47+1.4% | Added |
| Summit Financial, LLC | 3,451 | $367.3K | 0.02% | −91−2.6% | Reduced |
| Smith, Salley & Associates | 3,436 | $365.8K | 0.03% | +105+3.2% | Added |
| Sage Mountain Advisors LLC | 3,427 | $364.8K | 0.03% | +43+1.3% | Added |
| GYL Financial Synergies, LLC | 3,425 | $364.6K | 0.03% | +66+2.0% | Added |
| Cypress Capital Group | 3,419 | $364.0K | 0.04% | −380−10.0% | Reduced |
| Kanawha Capital Management LLC | 3,405 | $362.5K | 0.03% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 3,399 | $361.8K | 0.09% | −433−11.3% | Reduced |
| Traveka Wealth, LLC | 3,397 | $361.6K | 0.18% | +296+9.5% | Added |
| Round Hill Asset Management | 3,392 | $361.1K | 0.23% | 00.0% | Unchanged |
| Icapital Wealth LLC | 3,352 | $356.9K | 0.19% | +300+9.8% | Added |
| Prairie Sky Financial Group LLC | 3,350 | $356.6K | 0.22% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 3,346 | $356.2K | 0.03% | +409+13.9% | Added |
| Argent Advisors, Inc. | 3,343 | $355.9K | 0.14% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 3,341 | $355.7K | 0.01% | +317+10.5% | Added |
| Great Diamond Partners, LLC | 3,335 | $355.0K | 0.08% | −69−2.0% | Reduced |
| Caldwell Trust Co | 3,330 | $354.5K | 0.04% | −100−2.9% | Reduced |
| Meridian Wealth Management, LLC | 3,329 | $354.4K | 0.04% | +3,329 | New |
| Equitable Holdings, Inc. | 3,320 | $353.4K | 0.00% | +308+10.2% | Added |
| Acorn Creek Capital LLC | 3,311 | $352.5K | 0.21% | +305+10.1% | Added |
| Argonautica Private Wealth Management, Inc | 3,305 | $351.9K | 0.12% | +4+0.1% | Added |
| Angeles Wealth Management, LLC | 3,301 | $351.4K | 0.03% | −195−5.6% | Reduced |
| RFP Financial Group LLC | 3,286 | $349.8K | 0.13% | −98−2.9% | Reduced |
| Woodstock Corp | 3,278 | $349.0K | 0.04% | −150−4.4% | Reduced |
| Brady Family Wealth, LLC | 3,260 | $347.1K | 0.11% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 3,249 | $346.1K | 0.13% | +46+1.4% | Added |
| Family Legacy, Inc. | 3,250 | $346.0K | 0.12% | 00.0% | Unchanged |
| Veracity Capital LLC | 3,244 | $345.4K | 0.14% | −224−6.5% | Reduced |
| Beddow Capital Management Inc | 3,240 | $345.0K | 0.15% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 3,070 | $343.2K | 0.01% | +3,070 | New |
| Smartleaf Asset Management LLC | 3,215 | $342.6K | 0.06% | +482+17.6% | Added |
| Capital Investment Advisory Services, LLC | 3,214 | $342.2K | 0.04% | −16−0.5% | Reduced |
| Cromwell Holdings LLC | 3,213 | $342.1K | 0.20% | +3,213 | New |
| Grant/GrossMendelsohn, LLC | 3,210 | $341.7K | 0.16% | −815−20.2% | Reduced |
| Viawealth, LLC | 3,203 | $341.0K | 0.21% | +185+6.1% | Added |
| LCM Capital Management Inc | 3,202 | $340.9K | 0.21% | +86+2.8% | Added |
| Oakworth Capital, Inc. | 3,190 | $339.6K | 0.02% | −612−16.1% | Reduced |
| Icon Wealth Advisors, LLC | 3,045 | $339.4K | 0.03% | −357−10.5% | Reduced |
| PFG Investments, LLC | 3,176 | $338.1K | 0.02% | −2,635−45.3% | Reduced |
| Knightsbridge Asset Management, LLC | 3,154 | $335.8K | 0.08% | +713+29.2% | Added |
| Quad-Cities Investment Group, LLC | 3,146 | $334.9K | 0.19% | 00.0% | Unchanged |
| Key Financial Inc | 3,140 | $334.3K | 0.08% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 3,137 | $334.0K | 0.01% | +68+2.2% | Added |
| TCG Advisory Services, LLC | 3,137 | $334.0K | 0.02% | +191+6.5% | Added |
| Hendershot Investments Inc. | 3,131 | $333.3K | 0.05% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 3,124 | $332.6K | 0.09% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 3,118 | $332.0K | 0.00% | −27−0.9% | Reduced |
| Canopy Partners, LLC | 3,113 | $331.4K | 0.15% | +15+0.5% | Added |
| Edge Capital Group, LLC | 3,084 | $328.3K | 0.02% | 00.0% | Unchanged |
| West Coast Financial LLC | 3,084 | $328.3K | 0.04% | −44−1.4% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 3,069 | $327.0K | 0.01% | +3,069 | New |
| Wimmer Associates 1, LLC | 3,064 | $326.2K | 0.17% | +35+1.2% | Added |
| Colonial Trust Co | 3,063 | $326.1K | 0.06% | −84−2.7% | Reduced |
| Belmont Capital, LLC | 3,058 | $325.6K | 0.06% | 00.0% | Unchanged |
| Wulff, Hansen & Co. | 3,045 | $324.2K | 0.32% | −5−0.2% | Reduced |
| Sentry LLC | 3,045 | $324.2K | 0.06% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 3,038 | $323.4K | 0.07% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 3,024 | $321.8K | 0.12% | +650+27.4% | Added |
| Armor Investment Advisors, LLC | 3,019 | $321.4K | 0.15% | −529−14.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 3,012 | $320.7K | 0.02% | −981−24.6% | Reduced |
| Portside Wealth Group, LLC | 3,000 | $319.4K | 0.06% | +99+3.4% | Added |
| Beacon Investment Advisors LLC | 3,000 | $319.4K | 0.16% | +3,000 | New |
| Almanack Investment Partners, LLC. | 2,997 | $319.1K | 0.05% | +33+1.1% | Added |
| Hurlow Wealth Management Group, Inc. | 2,969 | $316.1K | 0.11% | −10−0.3% | Reduced |
| Employees Retirement System of Texas | 2,933 | $312.0K | 0.00% | −10,429−78.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 2,925 | $311.4K | 0.13% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 2,921 | $311.0K | 0.00% | −4,094−58.4% | Reduced |
| Enterprise Financial Services Corp | 2,916 | $310.4K | 0.19% | −348−10.7% | Reduced |
| Vicus Capital | 2,915 | $310.4K | 0.03% | −271−8.5% | Reduced |
| Tompkins Financial Corp | 2,910 | $309.8K | 0.03% | −63−2.1% | Reduced |
| National Wealth Management Group, LLC | 2,884 | $307.0K | 0.23% | +2,884 | New |
| High Net Worth Advisory Group LLC | 2,870 | $305.5K | 0.09% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 2,858 | $304.3K | 0.03% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 2,852 | $303.6K | 0.12% | 00.0% | Unchanged |
| Dorchester Wealth Management Co | 2,845 | $302.9K | 0.06% | −100−3.4% | Reduced |
| Farmers National Bank | 2,843 | $302.7K | 0.09% | −25−0.9% | Reduced |
| D. E. Shaw & Co., Inc. | 2,836 | $301.9K | 0.00% | +2,836 | New |
| Axxcess Wealth Management, LLC | 2,833 | $301.6K | 0.01% | +21+0.7% | Added |
| Founders Financial Securities LLC | 2,832 | $301.5K | 0.03% | +94+3.4% | Added |