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 |
|---|---|---|---|---|---|
| Oliver Lagore Vanvalin Investment Group | 200 | $23.0K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 201 | $23.1K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 207 | $23.8K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 210 | $24.2K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 217 | $25.0K | 0.01% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 245 | $25.4K | 0.02% | +245 | New |
| Legacy Wealth Managment, LLC | 245 | $25.4K | 0.02% | +245 | New |
| Hollencrest Capital Management | 232 | $26.7K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 233 | $26.8K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 237 | $27.3K | 0.01% | −5−2.1% | Reduced |
| Credit Agricole S A | 243 | $27.9K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 121 | $28.0K | 0.03% | −91−42.9% | Reduced |
| Strengthening Families & Communities, LLC | 250 | $28.8K | 0.01% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 252 | $29.0K | 0.02% | 00.0% | Unchanged |
| Resources Management Corp | 250 | $29.0K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 255 | $29.3K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 256 | $29.5K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 283 | $30.1K | 0.02% | 00.0% | Unchanged |
| TFC Financial Management | 264 | $30.4K | 0.00% | +201+319.0% | Added |
| New Millennium Group LLC | 267 | $30.7K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 267 | $31.0K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 271 | $31.2K | 0.02% | −160−37.1% | Reduced |
| Raffa Wealth Management, LLC | 272 | $31.3K | 0.01% | −40−12.8% | Reduced |
| Operose Advisors LLC | 279 | $32.1K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 289 | $33.2K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 292 | $33.6K | 0.02% | 00.0% | Unchanged |
| Toronto Dominion Bank | 300 | $34.5K | 0.00% | 00.0% | Unchanged |
| Mar Vista Investment Partners LLC | 300 | $34.5K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 300 | $34.5K | 0.01% | +300 | New |
| Asset Dedication, LLC | 303 | $34.9K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 320 | $36.8K | 0.01% | +267+503.8% | Added |
| AdvisorNet Financial, Inc | 327 | $37.6K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 335 | $38.5K | 0.01% | +31+10.2% | Added |
| Standard Family Office LLC | 336 | $38.6K | 0.05% | 00.0% | Unchanged |
| Liontrust Investment Partners LLP | 367 | $39.1K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 344 | $39.6K | 0.01% | +344 | New |
| ZRC Wealth Management, LLC | 350 | $40.3K | 0.02% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 369 | $42.0K | 0.04% | −80−17.8% | Reduced |
| Broadwater Capital Management LLC | 370 | $42.6K | 0.03% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 371 | $42.7K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 372 | $42.8K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 374 | $43.0K | 0.01% | +374 | New |
| Webster Bank, N. A. | 375 | $43.1K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 375 | $43.1K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 379 | $43.6K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 400 | $46.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 415 | $47.7K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 425 | $48.9K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 429 | $49.0K | 0.01% | +88+25.8% | Added |
| Cassady Schiller Wealth Management, LLC | 444 | $51.1K | 0.02% | 00.0% | Unchanged |
| Bray Capital Advisors | 467 | $53.7K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 469 | $54.0K | 0.00% | +56+13.6% | Added |
| Roble, Belko & Company, Inc | 470 | $54.0K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 481 | $55.0K | 0.02% | −110−18.6% | Reduced |
| Fairfield Financial Advisors, LTD | 486 | $55.9K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Advisors | 500 | $57.5K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 500 | $57.5K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 502 | $57.7K | 0.01% | −48−8.7% | Reduced |
| Dunhill Financial, LLC | 507 | $58.3K | 0.03% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 522 | $60.0K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 525 | $60.4K | 0.03% | +525 | New |
| Perkins Coie Trust Co | 529 | $60.8K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 530 | $61.0K | 0.03% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 544 | $62.5K | 0.01% | 00.0% | Unchanged |
| Centennial Bank | 545 | $62.7K | 0.03% | 00.0% | Unchanged |
| WealthCollab, LLC | 549 | $63.1K | 0.04% | −83−13.1% | Reduced |
| Missouri Trust & Investment Co | 578 | $66.5K | 0.02% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 582 | $66.9K | 0.03% | +324+125.6% | Added |
| Pathway Financial Advisers, LLC | 594 | $68.3K | 0.03% | −1−0.2% | Reduced |
| First Financial Corp | 607 | $69.8K | 0.03% | −15−2.4% | Reduced |
| Coppell Advisory Solutions LLC | 604 | $69.8K | 0.01% | +183+43.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 611 | $70.3K | 0.02% | +24+4.1% | Added |
| Walleye Trading LLC | 616 | $70.9K | 0.00% | −757−55.1% | Reduced |
| Cape Investment Advisory, Inc. | 617 | $71.0K | 0.03% | +283+84.7% | Added |
| Hanson & Doremus Investment Management | 625 | $72.0K | 0.01% | −115−15.5% | Reduced |
| IMA Wealth, Inc. | 640 | $73.6K | 0.02% | +640 | New |
| Sunbelt Securities, Inc. | 651 | $74.9K | 0.01% | 00.0% | Unchanged |
| CKW Financial Group | 700 | $80.0K | 0.01% | −100−12.5% | Reduced |
| Washington Trust Advisors, Inc. | 699 | $80.4K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 704 | $81.0K | 0.01% | +519+280.5% | Added |
| AlphaMark Advisors, LLC | 700 | $81.0K | 0.03% | −265−27.5% | Reduced |
| Zions Bancorporation, N.A. | 709 | $81.5K | 0.01% | −183−20.5% | Reduced |
| Atlas Capital Advisors LLC | 732 | $84.2K | 0.01% | −3,800−83.8% | Reduced |
| Kiely Wealth Advisory Group, Inc. | 832 | $87.3K | 0.06% | 00.0% | Unchanged |
| Crewe Advisors LLC | 775 | $89.1K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 800 | $92.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 817 | $94.0K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 825 | $94.9K | 0.08% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 926 | $95.7K | 0.01% | −109−10.5% | Reduced |
| City State Bank | 855 | $98.3K | 0.04% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 872 | $100.3K | 0.04% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 925 | $106.4K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 974 | $112.0K | 0.02% | −275−22.0% | Reduced |
| Bullock Wealth Management Group | 986 | $112.9K | 0.07% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 983 | $113.1K | 0.01% | −324−24.8% | Reduced |
| Duncker Streett & Co Inc | 992 | $114.1K | 0.02% | 00.0% | Unchanged |
| ORG Partners LLC | 997 | $114.7K | 0.02% | +150+17.7% | Added |
| BFSG, LLC | 1,000 | $115.0K | 0.01% | −12−1.2% | Reduced |
| Glen Eagle Advisors, LLC | 1,040 | $119.6K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 1,085 | $124.7K | 0.01% | −131−10.8% | Reduced |