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 |
|---|---|---|---|---|---|
| Northstar Group, Inc. | 2,729 | $313.9K | 0.05% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 2,733 | $314.4K | 0.03% | 00.0% | Unchanged |
| Jacobs & Co | 2,750 | $316.0K | 0.03% | 00.0% | Unchanged |
| Atlanta Consulting Group Advisors, LLC | 2,754 | $316.8K | 0.08% | +2,754 | New |
| Legacy Capital Group California, Inc. | 2,762 | $317.7K | 0.11% | +30+1.1% | Added |
| Journey Strategic Wealth LLC | 2,775 | $319.2K | 0.01% | +27+1.0% | Added |
| Essex Investment Management Co LLC | 2,775 | $319.2K | 0.06% | −850−23.4% | Reduced |
| BKD Wealth Advisors, LLC | 2,778 | $319.5K | 0.01% | −29−1.0% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 2,781 | $320.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 2,783 | $320.1K | 0.09% | +121+4.5% | Added |
| RiverGlades Family Offices LLC | 2,800 | $322.1K | 0.23% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 2,800 | $322.1K | 0.07% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 2,807 | $322.9K | 0.02% | +874+45.2% | Added |
| Aspiriant, LLC | 2,807 | $322.9K | 0.01% | +254+9.9% | Added |
| Axxcess Wealth Management, LLC | 2,816 | $323.9K | 0.01% | −17−0.6% | Reduced |
| Founders Financial Securities LLC | 2,820 | $324.4K | 0.03% | −12−0.4% | Reduced |
| Chicago Capital, LLC | 2,830 | $325.6K | 0.01% | +190+7.2% | Added |
| Dorchester Wealth Management Co | 2,845 | $327.2K | 0.06% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 2,852 | $328.1K | 0.12% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 2,856 | $328.5K | 0.19% | −60−2.1% | Reduced |
| Busey Wealth Management | 2,856 | $328.5K | 0.01% | −861−23.2% | Reduced |
| Weatherly Asset Management L. P. | 2,858 | $328.7K | 0.03% | 00.0% | Unchanged |
| Vicus Capital | 2,866 | $329.7K | 0.03% | −49−1.7% | Reduced |
| High Net Worth Advisory Group LLC | 2,870 | $330.1K | 0.09% | 00.0% | Unchanged |
| Armor Investment Advisors, LLC | 2,878 | $331.0K | 0.14% | −141−4.7% | Reduced |
| Tompkins Financial Corp | 2,910 | $334.7K | 0.03% | 00.0% | Unchanged |
| Beutel, Goodman & Co Ltd. | 2,925 | $336.0K | 0.00% | −1,480−33.6% | Reduced |
| Buckingham Strategic Partners | 2,932 | $337.2K | 0.01% | +719+32.5% | Added |
| Fifth Third Wealth Advisors LLC | 2,944 | $338.6K | 0.02% | +454+18.2% | Added |
| Independence Bank of Kentucky | 2,944 | $338.6K | 0.07% | +948+47.5% | Added |
| Paradigm Capital Management, LLC | 2,945 | $339.0K | 0.33% | +2,945 | New |
| Ashton Thomas Private Wealth, LLC | 2,967 | $341.2K | 0.02% | +354+13.5% | Added |
| Hurlow Wealth Management Group, Inc. | 2,969 | $341.5K | 0.11% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 2,974 | $342.0K | 0.01% | +218+7.9% | Added |
| Colonial Trust Co | 2,974 | $342.1K | 0.05% | −89−2.9% | Reduced |
| Southland Equity Partners LLC | 2,999 | $345.0K | 0.08% | +218+7.8% | Added |
| Beacon Investment Advisors LLC | 3,000 | $345.1K | 0.16% | 00.0% | Unchanged |
| Sentry LLC | 3,010 | $346.2K | 0.07% | −35−1.1% | Reduced |
| Almanack Investment Partners, LLC. | 3,010 | $346.2K | 0.05% | +13+0.4% | Added |
| Icon Wealth Advisors, LLC | 3,037 | $349.3K | 0.03% | −8−0.3% | Reduced |
| Summit Financial Wealth Advisors, LLC | 3,038 | $349.4K | 0.07% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 3,039 | $349.5K | 0.03% | −307−9.2% | Reduced |
| Wulff, Hansen & Co. | 3,045 | $350.2K | 0.33% | 00.0% | Unchanged |
| Belmont Capital, LLC | 3,058 | $351.7K | 0.06% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 3,064 | $352.4K | 0.17% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 3,067 | $352.8K | 0.02% | −17−0.6% | Reduced |
| Gitterman Wealth Management, LLC | 3,075 | $353.6K | 0.15% | +51+1.7% | Added |
| Ancora Advisors, LLC | 3,076 | $353.9K | 0.01% | −61−1.9% | Reduced |
| West Coast Financial LLC | 3,084 | $354.7K | 0.04% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 3,085 | $354.8K | 0.01% | +15+0.5% | Added |
| PFG Investments, LLC | 3,098 | $356.3K | 0.02% | −78−2.5% | Reduced |
| Heck Capital Advisors, LLC | 3,106 | $357.3K | 0.04% | −3,270−51.3% | Reduced |
| Canopy Partners, LLC | 3,113 | $358.1K | 0.15% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,115 | $358.3K | 0.01% | −882−22.1% | Reduced |
| Key Financial Inc | 3,116 | $358.4K | 0.08% | −24−0.8% | Reduced |
| Peddock Capital Advisors, LLC | 3,124 | $359.3K | 0.09% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 3,138 | $360.9K | 0.02% | +10.0% | Added |
| Angeles Wealth Management, LLC | 3,139 | $361.0K | 0.03% | −162−4.9% | Reduced |
| Capital Investment Advisory Services, LLC | 3,140 | $361.2K | 0.03% | −74−2.3% | Reduced |
| HM Payson & Co | 3,163 | $363.8K | 0.01% | +358+12.8% | Added |
| Grant/GrossMendelsohn, LLC | 3,189 | $366.8K | 0.16% | −21−0.7% | Reduced |
| Viawealth, LLC | 3,203 | $368.4K | 0.21% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 3,216 | $369.4K | 0.01% | +996+44.9% | Added |
| Cromwell Holdings LLC | 3,213 | $369.6K | 0.24% | 00.0% | Unchanged |
| Dillon & Associates Inc | 3,234 | $372.0K | 0.05% | −1,815−35.9% | Reduced |
| Beddow Capital Management Inc | 3,240 | $373.0K | 0.15% | 00.0% | Unchanged |
| Family Legacy, Inc. | 3,250 | $373.8K | 0.12% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 3,250 | $373.9K | 0.00% | +132+4.2% | Added |
| Stiles Financial Services Inc | 3,249 | $373.9K | 0.13% | 00.0% | Unchanged |
| LCM Capital Management Inc | 3,255 | $374.4K | 0.22% | +53+1.7% | Added |
| Brady Family Wealth, LLC | 3,260 | $375.0K | 0.11% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 3,265 | $375.5K | 0.06% | −502−13.3% | Reduced |
| Woodstock Corp | 3,292 | $378.6K | 0.04% | +14+0.4% | Added |
| Robertson Stephens Wealth Management, LLC | 3,316 | $381.4K | 0.01% | −140−4.1% | Reduced |
| Argonautica Private Wealth Management, Inc | 3,319 | $381.8K | 0.13% | +14+0.4% | Added |
| Thomasville National Bank | 3,324 | $382.3K | 0.03% | −544−14.1% | Reduced |
| Mattern Wealth Management LLC | 3,325 | $382.4K | 0.08% | −74−2.2% | Reduced |
| Caldwell Trust Co | 3,330 | $383.0K | 0.04% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 3,331 | $383.1K | 0.05% | +200+6.4% | Added |
| Moneta Group Investment Advisors LLC | 3,338 | $384.0K | 0.01% | +3,048+1,051.0% | Added |
| Kanawha Capital Management LLC | 3,340 | $384.2K | 0.03% | −65−1.9% | Reduced |
| Prairie Sky Financial Group LLC | 3,350 | $385.3K | 0.22% | 00.0% | Unchanged |
| Icapital Wealth LLC | 3,352 | $385.5K | 0.21% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 3,365 | $387.0K | 0.10% | +600+21.7% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 3,377 | $388.4K | 0.28% | +3,377 | New |
| Acorn Creek Capital LLC | 3,388 | $389.7K | 0.21% | +77+2.3% | Added |
| Round Hill Asset Management | 3,392 | $390.1K | 0.26% | 00.0% | Unchanged |
| Knightsbridge Asset Management, LLC | 3,394 | $390.4K | 0.09% | +240+7.6% | Added |
| Three Seasons Wealth, LLC | 3,400 | $391.1K | 0.21% | +3,400 | New |
| RNC Capital Management LLC | 3,682 | $392.0K | 0.02% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 3,420 | $393.0K | 0.01% | +351+11.4% | Added |
| Smith, Salley & Associates | 3,436 | $395.2K | 0.03% | 00.0% | Unchanged |
| King Wealth | 3,450 | $397.0K | 0.06% | −100−2.8% | Reduced |
| Cypress Capital Group | 3,458 | $397.7K | 0.04% | +39+1.1% | Added |
| DF Dent & Co Inc | 3,465 | $398.5K | 0.00% | −360−9.4% | Reduced |
| Moloney Securities Asset Management, LLC | 3,486 | $401.0K | 0.05% | 00.0% | Unchanged |
| Brighton Jones LLC | 3,487 | $401.1K | 0.02% | −1,912−35.4% | Reduced |
| Hexagon Capital Partners LLC | 3,495 | $402.0K | 0.08% | −65−1.8% | Reduced |
| LaFleur & Godfrey LLC | 3,497 | $402.2K | 0.06% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 3,500 | $402.6K | 0.09% | 00.0% | Unchanged |