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 |
|---|---|---|---|---|---|
| Clayton Financial Group LLC | 2,166 | $249.1K | 0.09% | +2,166 | New |
| Guardian Capital Advisors LP | 2,175 | $249.1K | 0.02% | 00.0% | Unchanged |
| Gimbal Financial | 2,203 | $249.3K | 0.16% | −43−1.9% | Reduced |
| Interchange Capital Partners, LLC | 2,167 | $249.3K | 0.09% | −2−0.1% | Reduced |
| NorthRock Partners, LLC | 2,185 | $251.4K | 0.01% | +22+1.0% | Added |
| CoreFirst Bank & Trust | 2,190 | $251.9K | 0.15% | −9−0.4% | Reduced |
| Boston Mountain Money Management Inc | 2,198 | $252.8K | 0.15% | +254+13.1% | Added |
| Houlihan Financial Resource Group, Ltd. | 2,200 | $253.0K | 0.10% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 2,207 | $254.0K | 0.18% | −35−1.6% | Reduced |
| Mattern Capital Management, LLC | 2,211 | $254.3K | 0.03% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 2,219 | $255.0K | 0.09% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 2,220 | $255.4K | 0.05% | −109−4.7% | Reduced |
| Stanley-Laman Group, Ltd. | 2,225 | $255.9K | 0.04% | 00.0% | Unchanged |
| Inlet Private Wealth, LLC | 2,229 | $256.4K | 0.07% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 2,231 | $256.6K | 0.06% | +69+3.2% | Added |
| M&R Capital Management Inc | 2,233 | $256.8K | 0.06% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 2,239 | $257.5K | 0.04% | −85−3.7% | Reduced |
| Dakota Community Bank & Trust NA | 2,242 | $257.9K | 1.30% | −25−1.1% | Reduced |
| Tyche Wealth Partners LLC | 2,247 | $258.4K | 0.06% | +3+0.1% | Added |
| Liberty Wealth Management LLC | 2,255 | $259.0K | 0.04% | +2,255 | New |
| Financial Security Advisor, Inc. | 2,259 | $259.8K | 0.06% | 00.0% | Unchanged |
| Centiva Capital, LP | 2,263 | $260.3K | 0.01% | −2,098−48.1% | Reduced |
| Cozad Asset Management Inc | 2,264 | $260.4K | 0.02% | −50−2.2% | Reduced |
| Waldron Private Wealth LLC | 2,273 | $261.4K | 0.01% | −124−5.2% | Reduced |
| Horizon Wealth Management, LLC | 2,288 | $263.1K | 0.05% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 2,289 | $263.3K | 0.02% | −200−8.0% | Reduced |
| Intrua Financial, LLC | 2,293 | $263.7K | 0.04% | −112−4.7% | Reduced |
| Rockland Trust Co | 2,295 | $264.0K | 0.01% | 00.0% | Unchanged |
| Narus Financial Partners, LLC | 2,296 | $264.1K | 0.09% | +2,296 | New |
| HBK Sorce Advisory LLC | 2,299 | $264.4K | 0.01% | −222−8.8% | Reduced |
| Schmidt P J Investment Management Inc | 2,300 | $264.5K | 0.05% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 2,300 | $264.5K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 2,312 | $265.9K | 0.01% | −1,843−44.4% | Reduced |
| Oakworth Capital, Inc. | 2,319 | $266.7K | 0.02% | −871−27.3% | Reduced |
| Paradigm Asset Management Co LLC | 2,328 | $267.8K | 0.07% | −100−4.1% | Reduced |
| Maia Wealth LLC | 2,368 | $267.8K | 0.07% | +2,368 | New |
| Key Client Fiduciary Advisors, LLC | 2,329 | $267.9K | 0.12% | −25−1.1% | Reduced |
| Shoker Investment Counsel, Inc. | 2,335 | $268.6K | 0.09% | 00.0% | Unchanged |
| Kendall Capital Management | 2,345 | $269.7K | 0.08% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 2,348 | $270.1K | 0.13% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 2,349 | $270.2K | 0.01% | +2,349 | New |
| Clearbridge Investments, LLC | 2,351 | $270.4K | 0.00% | 00.0% | Unchanged |
| Braun-Bostich & Associates Inc. | 2,354 | $270.8K | 0.19% | +148+6.7% | Added |
| Peoples Financial Services Corp. | 2,357 | $271.1K | 0.12% | −40−1.7% | Reduced |
| M. Kulyk & Associates, LLC | 2,358 | $271.2K | 0.05% | +28+1.2% | Added |
| Whalerock Point Partners, LLC | 2,361 | $271.6K | 0.06% | 00.0% | Unchanged |
| FLC Capital Advisors | 2,366 | $272.1K | 0.06% | +100+4.4% | Added |
| Gateway Investment Advisers LLC | 2,373 | $272.9K | 0.00% | 00.0% | Unchanged |
| Argyle Capital Management Inc. | 2,375 | $273.2K | 0.11% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 2,377 | $273.4K | 0.03% | −59,192−96.1% | Reduced |
| Good Life Advisors, LLC | 2,383 | $274.0K | 0.02% | −7−0.3% | Reduced |
| Aprio Wealth Management, LLC | 2,402 | $276.3K | 0.04% | +2,402 | New |
| CFS Investment Advisory Services, LLC | 2,411 | $277.0K | 0.02% | +304+14.4% | Added |
| Norris Perne & French LLP | 2,432 | $279.7K | 0.02% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 2,441 | $280.8K | 0.12% | 00.0% | Unchanged |
| Lawson Kroeker Investment Management Inc | 2,442 | $280.9K | 0.05% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 2,449 | $281.7K | 0.09% | −197−7.4% | Reduced |
| Sheets Smith Wealth Management | 2,450 | $281.8K | 0.03% | 00.0% | Unchanged |
| Essex LLC | 2,450 | $281.8K | 0.06% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 2,459 | $282.8K | 0.01% | 00.0% | Unchanged |
| Laraway Financial Inc | 2,467 | $283.8K | 0.23% | 00.0% | Unchanged |
| Xponance, Inc. | 2,469 | $284.0K | 0.00% | +277+12.6% | Added |
| Montecito Bank & Trust | 2,480 | $285.3K | 0.05% | +121+5.1% | Added |
| Intergy Private Wealth, LLC | 2,499 | $287.4K | 0.11% | +276+12.4% | Added |
| Resonant Capital Advisors, LLC | 2,514 | $289.2K | 0.02% | +9+0.4% | Added |
| Merrion Investment Management Co, LLC | 2,535 | $291.6K | 0.19% | 00.0% | Unchanged |
| Mosley Wealth Management | 2,528 | $292.6K | 0.20% | +290+13.0% | Added |
| Northside Capital Management, LLC | 2,546 | $292.8K | 0.05% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 2,555 | $293.9K | 0.09% | +75+3.0% | Added |
| BBR Partners, LLC | 2,565 | $295.0K | 0.02% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 2,568 | $295.4K | 0.08% | 00.0% | Unchanged |
| Eagle Strategies LLC | 2,570 | $295.6K | 0.05% | 00.0% | Unchanged |
| Hutner Capital Management Inc | 2,570 | $295.6K | 0.15% | +647+33.6% | Added |
| Spire Wealth Management | 2,573 | $296.0K | 0.01% | −180−6.5% | Reduced |
| Founders Financial Alliance, LLC | 2,576 | $296.3K | 0.08% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 2,598 | $298.8K | 0.07% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 2,601 | $299.2K | 0.05% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 2,620 | $301.4K | 0.03% | 00.0% | Unchanged |
| Platform Technology Partners | 2,629 | $302.3K | 0.10% | −54−2.0% | Reduced |
| Klingman & Associates, LLC | 2,638 | $303.4K | 0.02% | +13+0.5% | Added |
| Magnus Financial Group LLC | 2,645 | $304.3K | 0.03% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 2,648 | $304.6K | 0.01% | +521+24.5% | Added |
| Community Bank & Trust, Waco, Texas | 2,652 | $305.0K | 0.07% | −20−0.7% | Reduced |
| Independent Financial Group, LLC | 2,652 | $305.1K | 0.01% | −90−3.3% | Reduced |
| Compass Ion Advisors, LLC | 2,657 | $305.6K | 0.04% | −47−1.7% | Reduced |
| Roundview Capital LLC | 2,658 | $305.7K | 0.02% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 2,659 | $305.8K | 0.02% | +145+5.8% | Added |
| Elmwood Wealth Management, Inc. | 2,659 | $305.8K | 0.13% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 2,673 | $307.4K | 0.11% | −670−20.0% | Reduced |
| Alaska Permanent Fund Corp | 2,673 | $307.4K | 0.00% | 00.0% | Unchanged |
| First Trust Investment Solutions L.P. | 2,688 | $309.2K | 0.03% | +2,688 | New |
| Occidental Asset Management, LLC | 2,690 | $309.5K | 0.05% | +200+8.0% | Added |
| Bruce G. Allen Investments, LLC | 2,694 | $309.9K | 0.24% | +170+6.7% | Added |
| Capital Market Strategies LLC | 2,700 | $310.6K | 0.19% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 2,705 | $311.1K | 0.16% | −441−14.0% | Reduced |
| EverSource Wealth Advisors, LLC | 2,707 | $311.4K | 0.02% | +60+2.3% | Added |
| Kapstone Financial Advisors LLC | 2,695 | $311.6K | 0.19% | 00.0% | Unchanged |
| Philadelphia Trust Co | 2,714 | $312.0K | 0.02% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 2,713 | $312.1K | 0.12% | −212−7.2% | Reduced |
| Keudell/Morrison Wealth Management | 2,717 | $312.5K | 0.08% | −74−2.7% | Reduced |