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 |
|---|---|---|---|---|---|
| Whittier Trust Co of Nevada Inc | 22,851 | $2.63M | 0.07% | −2,089−8.4% | Reduced |
| Foresight Capital Management Advisors, Inc. | 22,875 | $2.63M | 1.56% | +1,628+7.7% | Added |
| Employees Retirement System of Texas | 22,943 | $2.64M | 0.02% | +20,010+682.2% | Added |
| AMG National Trust Bank | 22,991 | $2.64M | 0.07% | −6,496−22.0% | Reduced |
| Arvest Bank Trust Division | 23,246 | $2.67M | 0.15% | +23,246 | New |
| Catalyst Capital Advisors LLC | 23,742 | $2.73M | 0.06% | −3,776−13.7% | Reduced |
| Fca Corp | 23,816 | $2.74M | 0.84% | +148+0.6% | Added |
| Forum Financial Management, LP | 23,822 | $2.74M | 0.05% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 23,831 | $2.74M | 0.03% | −536−2.2% | Reduced |
| Tealwood Asset Management Inc | 23,918 | $2.75M | 1.20% | −302−1.2% | Reduced |
| Atria Wealth Solutions, Inc. | 24,121 | $2.77M | 0.03% | −1,123−4.4% | Reduced |
| We Are One Seven, LLC | 24,668 | $2.84M | 0.12% | −1,779−6.7% | Reduced |
| Advisors Asset Management, Inc. | 24,727 | $2.84M | 0.05% | −2,277−8.4% | Reduced |
| Fairfield, Bush & Co. | 24,949 | $2.87M | 1.71% | −3,668−12.8% | Reduced |
| Penobscot Investment Management Company, Inc. | 24,967 | $2.87M | 0.26% | +200+0.8% | Added |
| Lighthouse Investment Partners, LLC | 25,000 | $2.88M | 0.16% | −23,310−48.3% | Reduced |
| Somerville Kurt F | 25,108 | $2.89M | 0.46% | −6,117−19.6% | Reduced |
| Peapack Gladstone Financial Corp | 25,157 | $2.90M | 0.04% | +39+0.2% | Added |
| Susquehanna International Securities, Ltd. | 25,400 | $2.92M | 0.97% | +25,400 | New |
| Oxbow Advisors, LLC | 25,402 | $2.92M | 0.29% | −145−0.6% | Reduced |
| CWA Asset Management Group, LLC | 25,676 | $2.95M | 0.16% | +25,676 | New |
| BNP Paribas Arbitrage, SA | 25,890 | $2.98M | 0.00% | +1,552+6.4% | Added |
| Principal Securities, Inc. | 26,144 | $3.01M | 0.07% | +4,153+18.9% | Added |
| Fred Alger Management, LLC | 26,295 | $3.02M | 0.01% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 26,647 | $3.06M | 0.32% | −430−1.6% | Reduced |
| Capital Insight Partners, LLC | 26,932 | $3.10M | 0.54% | +4,317+19.1% | Added |
| Diamond Hill Capital Management Inc | 27,000 | $3.11M | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 27,103 | $3.12M | 0.02% | +914+3.5% | Added |
| Sequoia Financial Advisors, LLC | 27,119 | $3.12M | 0.03% | −18−0.1% | Reduced |
| Hall Laurie J Trustee | 27,552 | $3.17M | 1.00% | −40−0.1% | Reduced |
| Barclays PLC | 27,652 | $3.18M | 0.00% | +26,139+1,727.6% | Added |
| Daymark Wealth Partners, LLC | 27,877 | $3.21M | 0.14% | +1,056+3.9% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 27,930 | $3.21M | 2.29% | −200−0.7% | Reduced |
| Americana Partners, LLC | 28,018 | $3.22M | 0.22% | +129+0.5% | Added |
| Naples Global Advisors, LLC | 28,059 | $3.23M | 0.30% | −80−0.3% | Reduced |
| Cornerstone Wealth Group, LLC | 28,122 | $3.23M | 0.27% | +204+0.7% | Added |
| Transform Wealth, LLC | 28,292 | $3.25M | 0.22% | +5,141+22.2% | Added |
| Two Sigma Investments, LP | 28,374 | $3.26M | 0.01% | −128,038−81.9% | Reduced |
| Moors & Cabot, Inc. | 28,559 | $3.28M | 0.16% | −250−0.9% | Reduced |
| Bradley Foster & Sargent Inc | 28,883 | $3.32M | 0.06% | −495−1.7% | Reduced |
| Providence Capital Advisors, LLC | 28,913 | $3.33M | 0.66% | −6,620−18.6% | Reduced |
| Ashton Thomas Securities, LLC | 29,001 | $3.34M | 0.65% | +2,297+8.6% | Added |
| Geneos Wealth Management Inc. | 29,098 | $3.35M | 0.13% | +2,137+7.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 29,193 | $3.36M | 0.06% | +11,833+68.2% | Added |
| Walleye Capital LLC | 29,306 | $3.37M | 0.04% | +25,743+722.5% | Added |
| Colony Group, LLC | 29,637 | $3.41M | 0.01% | −6,747−18.5% | Reduced |
| XTX Topco Ltd | 30,519 | $3.51M | 0.26% | +30,519 | New |
| CAPROCK Group, Inc. | 30,985 | $3.56M | 0.13% | −1,904−5.8% | Reduced |
| RSM US Wealth Management LLC | 31,439 | $3.60M | 0.05% | +2,619+9.1% | Added |
| Wambolt & Associates, LLC | 31,589 | $3.62M | 0.99% | +1,399+4.6% | Added |
| Northeast Investment Management | 32,098 | $3.69M | 0.17% | −55−0.2% | Reduced |
| Triasima Portfolio Management inc. | 32,275 | $3.71M | 0.83% | +19,875+160.3% | Added |
| NBT Bank N A | 32,305 | $3.72M | 0.25% | −845−2.5% | Reduced |
| Brinker Capital Investments, LLC | 32,423 | $3.73M | 0.04% | +1,079+3.4% | Added |
| Orion Portfolio Solutions, LLC | 32,423 | $3.73M | 0.04% | +1,079+3.4% | Added |
| Advisory Services Network, LLC | 35,051 | $3.73M | 0.08% | 00.0% | Unchanged |
| Patten & Patten Inc | 32,685 | $3.76M | 0.25% | −1,895−5.5% | Reduced |
| Choate Investment Advisors | 32,773 | $3.77M | 0.10% | −2,424−6.9% | Reduced |
| Park Avenue Securities LLC | 32,851 | $3.78M | 0.04% | −1,631−4.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 32,972 | $3.79M | 0.01% | +1,585+5.0% | Added |
| Chesley Taft & Associates LLC | 33,502 | $3.85M | 0.18% | +1,100+3.4% | Added |
| Pensionmark Financial Group, LLC | 33,671 | $3.87M | 0.12% | +33,671 | New |
| Fort Pitt Capital Group, LLC | 33,709 | $3.88M | 0.11% | +899+2.7% | Added |
| Davenport & Co LLC | 33,778 | $3.89M | 0.02% | −715−2.1% | Reduced |
| Yousif Capital Management, LLC | 33,805 | $3.89M | 0.04% | −1,497−4.2% | Reduced |
| Beach Investment Counsel Inc | 33,842 | $3.89M | 0.48% | −330−1.0% | Reduced |
| Oppenheimer & Co Inc | 33,856 | $3.89M | 0.06% | +1,150+3.5% | Added |
| Fort Washington Investment Advisors Inc | 33,925 | $3.90M | 0.02% | −700−2.0% | Reduced |
| WealthTrust Axiom LLC | 34,810 | $4.00M | 1.19% | −235−0.7% | Reduced |
| Prudential Financial Inc | 34,918 | $4.02M | 0.01% | +6,993+25.0% | Added |
| Alliancebernstein L.P. | 34,974 | $4.02M | 0.00% | +12,367+54.7% | Added |
| Argent Trust Co | 35,015 | $4.03M | 0.17% | −560−1.6% | Reduced |
| Capital Wealth Planning, LLC | 35,470 | $4.08M | 0.04% | +11,607+48.6% | Added |
| Crossmark Global Holdings, Inc. | 35,617 | $4.10M | 0.07% | +7,824+28.2% | Added |
| Greenup Street Wealth Management LLC | 35,979 | $4.14M | 0.85% | +2,111+6.2% | Added |
| Azzad Asset Management Inc | 36,433 | $4.19M | 0.47% | +50+0.1% | Added |
| Financial Gravity Companies, Inc. | 36,603 | $4.21M | 1.13% | +36,603 | New |
| Boston Partners | 37,039 | $4.26M | 0.01% | +1,572+4.4% | Added |
| Nichols & Pratt Advisers LLP | 37,347 | $4.30M | 0.28% | −455−1.2% | Reduced |
| Haverford Trust Co | 37,423 | $4.30M | 0.04% | +746+2.0% | Added |
| Arlington Partners LLC | 37,556 | $4.32M | 1.69% | +6,404+20.6% | Added |
| Glenmede Trust Co NA | 37,613 | $4.33M | 0.02% | −2,005−5.1% | Reduced |
| Woodmont Investment Counsel LLC | 37,658 | $4.33M | 0.33% | −728−1.9% | Reduced |
| Gluskin Sheff & Assoc Inc | 37,733 | $4.34M | 0.51% | +2,000+5.6% | Added |
| Monte Financial Group, LLC | 38,113 | $4.38M | 1.82% | +114+0.3% | Added |
| Pekin Hardy Strauss, Inc. | 38,493 | $4.43M | 0.56% | −325−0.8% | Reduced |
| Private Advisor Group, LLC | 39,056 | $4.49M | 0.03% | +608+1.6% | Added |
| Great Valley Advisor Group, Inc. | 39,664 | $4.56M | 0.11% | +8,321+26.5% | Added |
| Carret Asset Management, LLC | 39,845 | $4.58M | 0.50% | −1,189−2.9% | Reduced |
| Quantbot Technologies LP | 39,976 | $4.60M | 0.18% | +22,998+135.5% | Added |
| Millennium Management LLC | 40,193 | $4.62M | 0.00% | +31,330+353.5% | Added |
| Fayez Sarofim & Co | 40,240 | $4.63M | 0.01% | +250+0.6% | Added |
| Hayek Kallen Investment Management | 40,320 | $4.64M | 1.64% | −375−0.9% | Reduced |
| Rhumbline Advisers | 40,390 | $4.65M | 0.00% | +2,580+6.8% | Added |
| Signaturefd, LLC | 40,486 | $4.66M | 0.09% | +1,718+4.4% | Added |
| Logan Capital Management Inc | 40,836 | $4.70M | 0.19% | +1,702+4.3% | Added |
| Acadian Asset Management LLC | 41,295 | $4.75M | 0.01% | +11,301+37.7% | Added |
| Bryn Mawr Trust Co | 41,404 | $4.76M | 0.09% | +30,016+263.6% | Added |
| Garland Capital Management Inc | 42,195 | $4.85M | 3.73% | −7,815−15.6% | Reduced |
| Timber Creek Capital Management LLC | 42,368 | $4.87M | 1.36% | −8,603−16.9% | Reduced |