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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

Q3 2024 vs. Q2 2024

How the institutions holding Novartis AG changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of NVS: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders1,309171,314+22
Shares137.7M2.05M132.2M−3.48M (−2.6%)
Value$14.7B$217.8M$15.2B+$760.1M (+5.3%)

17 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (101)

Institutions that held Novartis AG at the end of Q3 2024 but not at the end of Q2 2024.

Showing the largest 100 of 101 by value.

Institutions new to NVS in Q3 2024
InstitutionSharesValue% of portfolio
BlackRock, Inc.1,947,905$224.0M0.00%
Mediolanum International Funds Ltd207,506$24.1M0.34%
Public Employees Retirement System of Ohio183,256$21.1M0.09%
Eastern Bank171,947$19.8M0.35%
Chase Investment Counsel Corp48,599$5.59M1.86%
Tri Ri Asset Management Corp33,202$5.15M2.61%
Financial Gravity Companies, Inc.36,603$4.21M1.13%
Pensionmark Financial Group, LLC33,671$3.87M0.12%
XTX Topco Ltd30,519$3.51M0.26%
CWA Asset Management Group, LLC25,676$2.95M0.16%
Susquehanna International Securities, Ltd.25,400$2.92M0.97%
Arvest Bank Trust Division23,246$2.67M0.15%
Denali Advisors LLC21,695$2.50M0.27%
Dorsey Wright & Associates20,618$2.37M0.56%
HRT Financial LP19,846$2.28M0.01%
Cloverfields Capital Group, LP18,178$2.09M0.68%
Quartz Partners, LLC17,310$1.99M1.25%
New Vernon Capital Holdings II LLC13,364$1.54M0.83%
Sterling Capital Management LLC13,210$1.52M0.02%
International Assets Investment Management, LLC172,825$1.50M0.01%
RFG Advisory, LLC11,967$1.38M0.04%
SpiderRock Advisors, LLC11,226$1.29M0.03%
Sowell Financial Services LLC10,386$1.20M0.06%
Barometer Capital Management Inc.9,000$1.04M0.30%
GTS Securities LLC8,190$942.0K0.02%
Wolverine Trading, LLC8,008$925.8K0.02%
Calamos Wealth Management LLC7,228$831.4K0.04%
Net Worth Advisory Group7,150$822.4K0.24%
Change Path, LLC6,772$779.0K0.03%
Diversify Wealth Management, LLC6,168$703.6K0.07%
Kennebec Savings Bank5,382$619.0K0.61%
FNY Investment Advisers, LLC5,000$575.0K0.28%
Ariadne Wealth Management, LP5,367$574.7K0.31%
Claro Advisors LLC4,638$533.5K0.07%
Simon Quick Advisors, LLC4,190$481.9K0.03%
Nwam LLC4,069$468.0K0.03%
ICONIQ Capital, LLC4,054$466.3K0.01%
Virtu Financial LLC3,714$427.0K0.02%
Three Seasons Wealth, LLC3,400$391.1K0.21%
Blake Schutter Theil Wealth Advisors, LLC3,377$388.4K0.28%
Paradigm Capital Management, LLC2,945$339.0K0.33%
Atlanta Consulting Group Advisors, LLC2,754$316.8K0.08%
First Trust Investment Solutions L.P.2,688$309.2K0.03%
Aprio Wealth Management, LLC2,402$276.3K0.04%
Integrated Advisors Network LLC2,349$270.2K0.01%
Maia Wealth LLC2,368$267.8K0.07%
Narus Financial Partners, LLC2,296$264.1K0.09%
Liberty Wealth Management LLC2,255$259.0K0.04%
Clayton Financial Group LLC2,166$249.1K0.09%
F/M Investments LLC2,150$248.6K0.01%
Plimoth Trust Co LLC2,148$247.1K0.06%
Crestwood Advisors Group LLC2,104$242.0K0.00%
Crawford Investment Counsel Inc2,035$234.1K0.00%
Equitable Trust Co1,991$229.0K0.01%
Catalina Capital Group, LLC1,985$228.3K0.08%
Aureus Asset Management, LLC1,929$221.9K0.01%
Callan Family Office, LLC1,901$218.7K0.04%
Perennial Investment Advisors, LLC1,894$217.8K0.03%
Sentinus, LLC1,894$217.8K0.08%
Ironwood Investment Counsel, LLC1,872$215.3K0.04%
CRA Financial Services, LLC1,866$214.6K0.04%
Cypress Wealth Services, LLC1,850$212.8K0.04%
Sym Financial Corp1,835$211.1K0.03%
Foster Group, Inc.1,834$210.9K0.01%
Excalibur Management Corp1,820$209.3K0.08%
Grey Fox Wealth Advisors, LLC1,818$209.1K0.06%
Evoke Wealth, LLC1,802$207.3K0.01%
Strategic Blueprint, LLC1,802$207.3K0.01%
Modern Wealth Management, LLC1,791$205.9K0.01%
Spinnaker Trust1,759$202.3K0.01%
Northwest Investment Counselors, LLC1,295$149.0K0.03%
Planned Solutions, Inc.1,145$131.7K0.05%
Simplex Trading, LLC1,113$128.0K0.00%
IMA Wealth, Inc.640$73.6K0.02%
Pflug Koory, LLC525$60.4K0.03%
Clean Yield Group374$43.0K0.01%
Golden State Equity Partners344$39.6K0.01%
Alpine Bank Wealth Management300$34.5K0.01%
Legacy Investment Solutions, LLC245$25.4K0.02%
Legacy Wealth Managment, LLC245$25.4K0.02%
Darwin Advisors, LLC169$19.4K0.01%
Jaffetilchin Investment Partners, LLC145$16.7K0.00%
Reston Wealth Management LLC128$14.7K0.01%
FSA Wealth Management LLC123$14.1K0.01%
Paladin Wealth, LLC90$10.4K0.01%
Reuter James Wealth Management, LLC82$9.43K0.00%
Johnson Financial Group, Inc.73$8.40K0.00%
Hemington Wealth Management79$8.00K0.00%
Robinswood Financial LLC66$7.59K0.00%
Knights of Columbus Asset Advisors LLC55$6.33K0.00%
JDM Financial Group LLC50$5.75K0.00%
Flaharty Asset Management, LLC43$4.95K0.00%
Hallmark Capital Management Inc36$4.14K0.00%
ORG Wealth Partners, LLC33$3.79K0.00%
Carolina Wealth Advisors, LLC30$3.45K0.00%
Newbridge Financial Services Group, Inc.26$2.99K0.00%
REAP Financial Group, LLC21$2.42K0.00%
Copley Financial Group, Inc.20$2.30K0.00%
Granite FO LLC14$1.61K0.00%
Tortoise Investment Management, LLC10$1.15K0.00%

Sold out (79)

Institutions that held Novartis AG at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of NVS in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Magnetar Financial LLC1,305,446$139.0M
Canada Pension Plan Investment Board606,890$64.6M
Groupama Asset Managment421,236$45.0M
Optiver Holding B.V.219,044$23.3M
Boothbay Fund Management, LLC153,043$16.3M
Macquarie Group Ltd141,577$15.1M
ExodusPoint Capital Management, LP120,170$12.8M
Graham Capital Management, L.P.62,225$6.62M
Atom Investors LP58,416$6.22M
DRW Securities, LLC39,405$4.19M
Balyasny Asset Management LLC33,770$3.60M
Penserra Capital Management LLC23,863$2.54M
Synergy Financial Management, LLC19,905$2.12M
Phoenix Holdings Ltd.19,775$2.10M
Bokf, NA18,078$1.92M
Maverick Capital LtdSuperinvestorMaverick Capital17,038$1.81M
World Equity Group, Inc.14,982$1.60M
Bayesian Capital Management, LP14,700$1.56M
Flow Traders U.S. LLC13,726$1.46M
Omers Administration Corp11,500$1.22M
Boston Private Wealth LLC11,345$1.21M
Elser Financial Planning, Inc8,751$931.6K
Caption Management, LLC7,500$798.5K
Torno Capital, LLC7,500$798.5K
Nomura Holdings Inc6,900$734.6K
Cohen Klingenstein LLC6,000$638.8K
BKM Wealth Management, LLC5,625$598.8K
Kidder Stephen W5,254$559.3K
Mittelman Wealth Management4,440$472.7K
Range Financial Group LLC4,316$459.5K
M Holdings Securities, Inc.4,116$438.0K
MQS Management LLC3,772$401.6K
SYSTM Wealth Solutions LLC3,771$401.5K
Dempze Nancy E3,532$376.0K
Cravens & Co Advisors, LLC3,507$373.4K
GYL Financial Synergies, LLC3,425$364.6K
RFP Financial Group LLC3,286$349.8K
Hennion & Walsh Asset Management, Inc.3,012$320.7K
National Wealth Management Group, LLC2,884$307.0K
SageView Advisory Group, LLC2,662$283.4K
B. Metzler seel. Sohn & Co. AG2,642$281.3K
New England Research & Management, Inc.2,595$276.0K
Private Wealth Partners, LLC2,590$275.7K
Canandaigua National Bank & Trust Co2,434$259.1K
Nottingham Advisors, Inc.2,396$255.1K
Proficio Capital Partners LLC2,374$252.7K
IFG Advisory, LLC2,310$245.9K
Allred Capital Management, LLC2,246$239.1K
Pathway Financial Advisors LLC1,968$209.5K
Searle & Co.1,900$202.3K
AAFCPAs Wealth Management, LLC1,898$202.1K
Kelly Financial Services LLC1,455$154.9K
Triad Wealth Partners, LLC1,014$108.0K
Orion Capital Management LLC733$78.0K
Camelot Portfolios, LLC600$63.9K
Register Financial Advisors LLC589$62.7K
Front Row Advisors LLC564$60.0K
Chris Bulman Inc500$53.2K
Tyler-Stone Wealth Management400$42.6K
Family Firm, Inc.380$40.5K
Accent Capital Management, LLC350$37.3K
Lynx Investment Advisory271$28.9K
Planning Capital Management Corp257$27.4K
DAGCO, Inc.250$26.6K
Nordwand Advisors, LLC200$21.3K
Wetzel Investment Advisors, Inc.220$21.3K
Ameritas Investment Partners, Inc.150$16.0K
Bellecapital International Ltd.120$12.8K
Great Lakes Retirement, Inc.107$11.4K
Castleview Partners, LLC77$8.20K
Legend Financial Advisors, Inc.61$6.49K
VisionPoint Advisory Group, LLC59$6.28K
Aviso Financial Inc.50$5.32K
Delta Asset Management LLC25$2.66K
Financial Connections Group, Inc.22$2.00K
Dixon Mitchell Investment Counsel Inc.16$1.70K
Brown Financial Advisors15$1.60K
Covestor Ltd3$0
Strategic Financial Concepts, LLC30,709–

Not filed for Q3 2024 yet (17)

Institutions that held Novartis AG at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding NVS in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.1,867,153$198.8M
Sofos Investments, Inc.39,067$4.16M
Perennial Advisors, LLC37,743$4.02M
Arvest Trust Co N A24,836$2.64M
McKinley Capital Management LLC /Delaware23,015$2.45M
Buckingham Strategic Wealth, LLC13,016$1.39M
Abbrea Capital, LLC11,616$1.24M
Benjamin F. Edwards & Company, Inc.6,559$698.0K
Heritage Wealth Management, LLC5,930$631.3K
Hall Capital Management Co Inc5,283$562.4K
Hyman Charles D3,548$378.0K
Farmers National Bank2,843$302.7K
Gratus Capital LLC1,951$207.7K
JJJ Advisors Inc.1,747$186.0K
Spotlight Asset Group, Inc.1,055$112.3K
ICA Group Wealth Management, LLC50$5.32K
Custom Portfolio Group LLC15$1.65K