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, Q3 2024
Institutional positions in Novartis AG as of Sep 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
- 1,314
- +22 vs. Q2 2024
- Shares held
- 132.2M
- −3.48M (−2.6%) vs. Q2 2024
- Total value
- $15.2B
- +$760.1M (+5.3%) vs. Q2 2024
- New holders
- 101
- 414 more added
- Sold out
- 79
- 480 more reduced
17 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Novartis AG; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 13,921 | $1.60M | 0.04% | +975+7.5% | Added |
| Leo Wealth, LLC | 13,939 | $1.60M | 0.15% | +1,047+8.1% | Added |
| Quadcap Wealth Management, LLC | 13,984 | $1.61M | 0.25% | +914+7.0% | Added |
| Old National Bancorp | 14,037 | $1.61M | 0.04% | −1,507−9.7% | Reduced |
| Guggenheim Capital LLC | 14,274 | $1.64M | 0.01% | −5,745−28.7% | Reduced |
| Roberts Glore & Co Inc | 14,334 | $1.65M | 0.48% | −357−2.4% | Reduced |
| Empire Financial Management Company, LLC | 14,374 | $1.65M | 0.51% | −454−3.1% | Reduced |
| First Horizon Advisors, Inc. | 14,389 | $1.66M | 0.05% | +323+2.3% | Added |
| U.S. Capital Wealth Advisors, LLC | 14,448 | $1.66M | 0.06% | +1,547+12.0% | Added |
| Mosaic Financial Group, LLC | 14,491 | $1.67M | 1.18% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 14,611 | $1.68M | 0.06% | +187+1.3% | Added |
| Fox Run Management, L.L.C. | 14,647 | $1.68M | 0.37% | +12,156+488.0% | Added |
| Trexquant Investment LP | 14,771 | $1.70M | 0.02% | +12,599+580.1% | Added |
| Stonebridge Capital Management Inc | 14,775 | $1.70M | 0.67% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 14,805 | $1.70M | 0.06% | +33+0.2% | Added |
| Parsons Capital Management Inc | 14,816 | $1.70M | 0.11% | −185−1.2% | Reduced |
| Northstar Asset Management LLC | 14,875 | $1.71M | 0.39% | 00.0% | Unchanged |
| Marco Investment Management LLC | 14,895 | $1.71M | 0.15% | −10−0.1% | Reduced |
| IAM Advisory, LLC | 14,913 | $1.72M | 0.43% | +363+2.5% | Added |
| Park National Corp | 14,946 | $1.72M | 0.06% | −404−2.6% | Reduced |
| Pine Valley Investments Ltd Liability Co | 15,037 | $1.73M | 0.12% | −55−0.4% | Reduced |
| Lido Advisors, LLC | 15,097 | $1.74M | 0.01% | +969+6.9% | Added |
| Lowe Brockenbrough & Co Inc | 15,361 | $1.77M | 0.11% | +742+5.1% | Added |
| Raymond James Trust N.A. | 15,384 | $1.77M | 0.04% | +963+6.7% | Added |
| Richard P Slaughter Associates Inc | 15,472 | $1.78M | 0.41% | −561−3.5% | Reduced |
| Altman Advisors, Inc. | 15,656 | $1.80M | 0.80% | +90+0.6% | Added |
| Ascent Wealth Partners, LLC | 16,034 | $1.84M | 0.26% | −53−0.3% | Reduced |
| TD Asset Management Inc | 16,107 | $1.86M | 0.00% | −318−1.9% | Reduced |
| Hantz Financial Services, Inc. | 16,234 | $1.87M | 0.03% | +248+1.6% | Added |
| Schechter Investment Advisors, LLC | 16,243 | $1.87M | 0.14% | +774+5.0% | Added |
| Dorsey & Whitney Trust CO LLC | 16,302 | $1.88M | 0.10% | +1,844+12.8% | Added |
| Patten Group, Inc. | 16,387 | $1.88M | 0.42% | −126−0.8% | Reduced |
| Kovitz Investment Group Partners, LLC | 18,747 | $1.89M | 0.01% | −1,994−9.6% | Reduced |
| Kestra Private Wealth Services, LLC | 16,488 | $1.90M | 0.03% | −147−0.9% | Reduced |
| Highland Capital Management, LLC | 16,512 | $1.90M | 0.11% | −132−0.8% | Reduced |
| Rothschild Investment LLC | 16,581 | $1.91M | 0.12% | −18−0.1% | Reduced |
| AQR Capital Management LLC | 16,605 | $1.91M | 0.00% | +6,903+71.2% | Added |
| Palisade Asset Management, LLC | 16,624 | $1.91M | 0.19% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 16,625 | $1.91M | 0.45% | −950−5.4% | Reduced |
| Dynamic Advisor Solutions LLC | 16,628 | $1.91M | 0.06% | −831−4.8% | Reduced |
| Vise Technologies, Inc. | 16,705 | $1.92M | 0.24% | +340+2.1% | Added |
| Benedict Financial Advisors Inc | 16,861 | $1.94M | 0.46% | −331−1.9% | Reduced |
| Lester Murray Antman dba SimplyRich | 16,904 | $1.94M | 0.54% | +1,850+12.3% | Added |
| Lake Street Advisors Group, LLC | 17,119 | $1.97M | 0.09% | +9,591+127.4% | Added |
| Prospera Financial Services Inc | 17,127 | $1.97M | 0.05% | +10.0% | Added |
| Advisors Management Group Inc | 17,209 | $1.98M | 0.47% | −36−0.2% | Reduced |
| Perigon Wealth Management, LLC | 17,261 | $1.99M | 0.05% | −220−1.3% | Reduced |
| Quartz Partners, LLC | 17,310 | $1.99M | 1.25% | +17,310 | New |
| Arvest Investments, Inc. | 17,535 | $2.02M | 0.30% | −2,324−11.7% | Reduced |
| Checchi Capital Advisers, LLC | 17,562 | $2.02M | 0.15% | −616−3.4% | Reduced |
| Kahn Brothers Group Inc | 17,581 | $2.02M | 0.35% | 00.0% | Unchanged |
| MAI Capital Management | 17,589 | $2.02M | 0.02% | −19,168−52.1% | Reduced |
| Greenleaf Trust | 17,601 | $2.02M | 0.02% | +1,445+8.9% | Added |
| Atlantic Union Bankshares Corp | 17,711 | $2.04M | 0.12% | −170−1.0% | Reduced |
| Quadrant Capital Group LLC | 17,748 | $2.04M | 0.14% | +386+2.2% | Added |
| Kathmere Capital Management, LLC | 17,770 | $2.04M | 0.19% | +4,056+29.6% | Added |
| Headinvest, LLC | 17,851 | $2.05M | 0.38% | −127−0.7% | Reduced |
| Independent Investors Inc | 17,900 | $2.06M | 0.42% | 00.0% | Unchanged |
| Cloverfields Capital Group, LP | 18,178 | $2.09M | 0.68% | +18,178 | New |
| Ellevest, Inc. | 18,296 | $2.10M | 0.12% | +94+0.5% | Added |
| Atomi Financial Group, Inc. | 18,391 | $2.12M | 0.13% | +4,389+31.3% | Added |
| Jamison Private Wealth Management, Inc. | 18,398 | $2.12M | 0.32% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 18,410 | $2.12M | 0.04% | +1,030+5.9% | Added |
| Johnson Investment Counsel Inc | 18,540 | $2.13M | 0.02% | −664−3.5% | Reduced |
| West Oak Capital, LLC | 18,653 | $2.15M | 0.40% | +305+1.7% | Added |
| Great Lakes Advisors, LLC | 18,854 | $2.17M | 0.02% | +926+5.2% | Added |
| Prime Capital Investment Advisors, LLC | 18,859 | $2.17M | 0.03% | −1,180−5.9% | Reduced |
| Abbot Financial Management, Inc. | 18,919 | $2.18M | 1.10% | −20−0.1% | Reduced |
| CIBC Asset Management Inc | 19,089 | $2.18M | 0.01% | −5,194−21.4% | Reduced |
| Foster & Motley Inc | 18,938 | $2.18M | 0.14% | +2,800+17.4% | Added |
| Synovus Financial Corp | 19,157 | $2.20M | 0.03% | +5,728+42.7% | Added |
| WCG Wealth Advisors LLC | 19,273 | $2.22M | 0.15% | −115−0.6% | Reduced |
| Stock Yards Bank & Trust Co | 19,287 | $2.22M | 0.07% | −1,181−5.8% | Reduced |
| Optimist Retirement Group LLC | 19,313 | $2.22M | 1.00% | +166+0.9% | Added |
| Old Port Advisors | 19,577 | $2.25M | 0.63% | −267−1.3% | Reduced |
| Clearstead Advisors, LLC | 19,651 | $2.26M | 0.04% | −2,009−9.3% | Reduced |
| Trust Co of Toledo NA | 19,653 | $2.26M | 0.31% | +51+0.3% | Added |
| HRT Financial LP | 19,846 | $2.28M | 0.01% | +19,846 | New |
| Ipswich Investment Management Co., Inc. | 20,227 | $2.33M | 0.54% | −40.0% | Reduced |
| Dorsey Wright & Associates | 20,618 | $2.37M | 0.56% | +20,618 | New |
| Coastline Trust Co | 20,621 | $2.37M | 0.28% | +6,060+41.6% | Added |
| Seven Eight Capital, LP | 20,729 | $2.38M | 0.21% | +7,082+51.9% | Added |
| First Hawaiian Bank | 20,796 | $2.39M | 0.08% | −933−4.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 20,873 | $2.40M | 0.17% | +823+4.1% | Added |
| Mitchell & Pahl Private Wealth, LLC | 20,965 | $2.41M | 1.12% | −59−0.3% | Reduced |
| Blue Square Asset Management, LLC | 21,110 | $2.43M | 1.30% | +426+2.1% | Added |
| Marietta Investment Partners LLC | 21,154 | $2.43M | 0.52% | −250−1.2% | Reduced |
| apricus wealth, LLC | 21,213 | $2.44M | 1.61% | −8,703−29.1% | Reduced |
| SG Americas Securities, LLC | 21,296 | $2.45M | 0.01% | +3,372+18.8% | Added |
| Everett Harris & Co | 21,423 | $2.46M | 0.03% | −70−0.3% | Reduced |
| Commerce Bank | 21,637 | $2.49M | 0.02% | +82+0.4% | Added |
| Denali Advisors LLC | 21,695 | $2.50M | 0.27% | +21,695 | New |
| Beacon Financial Group | 21,849 | $2.51M | 0.27% | −771−3.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 22,167 | $2.55M | 0.24% | +5,052+29.5% | Added |
| Cascade Investment Advisors, Inc. | 22,310 | $2.57M | 1.63% | −300−1.3% | Reduced |
| EagleClaw Capital Managment, LLC | 22,434 | $2.58M | 0.43% | −1,850−7.6% | Reduced |
| National Asset Management, Inc. | 22,552 | $2.59M | 0.07% | −2,447−9.8% | Reduced |
| Vident Advisory, LLC | 22,500 | $2.59M | 0.07% | +3,457+18.2% | Added |
| Huntington National Bank | 22,554 | $2.59M | 0.02% | −38−0.2% | Reduced |
| Veriti Management LLC | 22,769 | $2.62M | 0.14% | +128+0.6% | Added |