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, 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 | 1,625 | $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, 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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 1,983,847 | $228.2M | 0.06% | −104,727−5.0% | Reduced |
| Cullen Capital Management LLC | 2,251,968 | $259.0M | 2.82% | −618,413−21.5% | Reduced |
| Renaissance Technologies LLC | 2,300,678 | $264.6M | 0.40% | −199,104−8.0% | Reduced |
| Principal Financial Group Inc | 2,469,568 | $284.0M | 0.16% | −11,997−0.5% | Reduced |
| Janus Henderson Group PLC | 2,541,861 | $292.4M | 0.15% | −7,052−0.3% | Reduced |
| Goldman Sachs Group Inc | 3,486,231 | $401.0M | 0.08% | +405,155+13.1% | Added |
| Wellington Management Group LLP | 3,999,175 | $460.0M | 0.08% | −385,475−8.8% | Reduced |
| Franklin Resources Inc | 4,377,042 | $509.0M | 0.14% | −962,448−18.0% | Reduced |
| Bank of America Corp | 4,964,330 | $571.0M | 0.05% | +119,277+2.5% | Added |
| Loomis Sayles & Co L P | 5,769,638 | $663.6M | 0.87% | −175,745−3.0% | Reduced |
| Morgan Stanley | 6,984,872 | $803.4M | 0.06% | −431,807−5.8% | Reduced |
| Dimensional Fund Advisors LP | 8,093,032 | $930.9M | 0.23% | +685,340+9.3% | Added |
| Primecap Management Co | 12,008,055 | $1.38B | 1.02% | −171,290−1.4% | Reduced |
| Dodge & Cox | 12,221,876 | $1.41B | 0.79% | −14,650−0.1% | Reduced |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −1,305,446−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −606,890−100.0% | Sold out |
| Groupama Asset Managment | 0 | $0 | 0.00% | −421,236−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −219,044−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −153,043−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −141,577−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −120,170−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −62,225−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −58,416−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −39,405−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −33,770−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −23,863−100.0% | Sold out |
| Synergy Financial Management, LLC | 0 | $0 | 0.00% | −19,905−100.0% | Sold out |
| Phoenix Holdings Ltd. | 0 | $0 | 0.00% | −19,775−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −18,078−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −17,038−100.0% | Sold out |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −14,982−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −14,700−100.0% | Sold out |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −13,726−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −11,500−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −11,345−100.0% | Sold out |
| Elser Financial Planning, Inc | 0 | $0 | 0.00% | −8,751−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Torno Capital, LLC | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −6,900−100.0% | Sold out |
| Cohen Klingenstein LLC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| BKM Wealth Management, LLC | 0 | $0 | 0.00% | −5,625−100.0% | Sold out |
| Kidder Stephen W | 0 | $0 | 0.00% | −5,254−100.0% | Sold out |
| Mittelman Wealth Management | 0 | $0 | 0.00% | −4,440−100.0% | Sold out |
| Range Financial Group LLC | 0 | $0 | 0.00% | −4,316−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −4,116−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −3,772−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −3,771−100.0% | Sold out |
| Dempze Nancy E | 0 | $0 | 0.00% | −3,532−100.0% | Sold out |
| Cravens & Co Advisors, LLC | 0 | $0 | 0.00% | −3,507−100.0% | Sold out |
| GYL Financial Synergies, LLC | 0 | $0 | 0.00% | −3,425−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −3,286−100.0% | Sold out |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −3,012−100.0% | Sold out |
| National Wealth Management Group, LLC | 0 | $0 | 0.00% | −2,884−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −2,662−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. AG | 0 | $0 | 0.00% | −2,642−100.0% | Sold out |
| New England Research & Management, Inc. | 0 | $0 | 0.00% | −2,595−100.0% | Sold out |
| Private Wealth Partners, LLC | 0 | $0 | 0.00% | −2,590−100.0% | Sold out |
| Canandaigua National Bank & Trust Co | 0 | $0 | 0.00% | −2,434−100.0% | Sold out |
| Nottingham Advisors, Inc. | 0 | $0 | 0.00% | −2,396−100.0% | Sold out |
| Proficio Capital Partners LLC | 0 | $0 | 0.00% | −2,374−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −2,310−100.0% | Sold out |
| Allred Capital Management, LLC | 0 | $0 | 0.00% | −2,246−100.0% | Sold out |
| Pathway Financial Advisors LLC | 0 | $0 | 0.00% | −1,968−100.0% | Sold out |
| Searle & Co. | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| AAFCPAs Wealth Management, LLC | 0 | $0 | 0.00% | −1,898−100.0% | Sold out |
| Kelly Financial Services LLC | 0 | $0 | 0.00% | −1,455−100.0% | Sold out |
| Triad Wealth Partners, LLC | 0 | $0 | 0.00% | −1,014−100.0% | Sold out |
| Orion Capital Management LLC | 0 | $0 | 0.00% | −733−100.0% | Sold out |
| Camelot Portfolios, LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Register Financial Advisors LLC | 0 | $0 | 0.00% | −589−100.0% | Sold out |
| Front Row Advisors LLC | 0 | $0 | 0.00% | −564−100.0% | Sold out |
| Chris Bulman Inc | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Tyler-Stone Wealth Management | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Family Firm, Inc. | 0 | $0 | 0.00% | −380−100.0% | Sold out |
| Accent Capital Management, LLC | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Lynx Investment Advisory | 0 | $0 | 0.00% | −271−100.0% | Sold out |
| Planning Capital Management Corp | 0 | $0 | 0.00% | −257−100.0% | Sold out |
| DAGCO, Inc. | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Nordwand Advisors, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Wetzel Investment Advisors, Inc. | 0 | $0 | 0.00% | −220−100.0% | Sold out |
| Ameritas Investment Partners, Inc. | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Bellecapital International Ltd. | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Great Lakes Retirement, Inc. | 0 | $0 | 0.00% | −107−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| Legend Financial Advisors, Inc. | 0 | $0 | 0.00% | −61−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| Aviso Financial Inc. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Delta Asset Management LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Financial Connections Group, Inc. | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Dixon Mitchell Investment Counsel Inc. | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Brown Financial Advisors | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Covestor Ltd | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Strategic Financial Concepts, LLC | 0 | $0 | 0.00% | −30,709−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Sofos Investments, Inc. | – | – | – | – | Not filed |
| Perennial Advisors, LLC | – | – | – | – | Not filed |
| Arvest Trust Co N A | – | – | – | – | Not filed |
| McKinley Capital Management LLC /Delaware | – | – | – | – | Not filed |
| Buckingham Strategic Wealth, LLC | – | – | – | – | Not filed |
| Abbrea Capital, LLC | – | – | – | – | Not filed |