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 |
|---|---|---|---|---|---|
| Latitude Advisors, LLC | 3,501 | $402.7K | 0.23% | 00.0% | Unchanged |
| Sachetta, LLC | 3,503 | $402.9K | 0.16% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 3,519 | $404.8K | 0.00% | +199+6.0% | Added |
| Wealth Alliance | 3,521 | $405.0K | 0.05% | −162−4.4% | Reduced |
| Arete Wealth Advisors, LLC | 3,520 | $405.0K | 0.03% | −2,268−39.2% | Reduced |
| Traveka Wealth, LLC | 3,525 | $405.4K | 0.21% | +128+3.8% | Added |
| Independent Advisor Alliance | 3,536 | $406.7K | 0.01% | +41+1.2% | Added |
| Pointe Capital Management LLC | 3,542 | $407.4K | 0.24% | −300−7.8% | Reduced |
| Greenwood Gearhart Inc | 3,552 | $408.6K | 0.03% | −250−6.6% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 3,580 | $411.8K | 0.24% | −17−0.5% | Reduced |
| Flagship Harbor Advisors, LLC | 3,580 | $411.8K | 0.02% | −68−1.9% | Reduced |
| Sage Mountain Advisors LLC | 3,598 | $413.8K | 0.04% | +171+5.0% | Added |
| Crew Capital Management, Ltd. | 3,599 | $414.0K | 0.33% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 3,654 | $420.3K | 0.10% | 00.0% | Unchanged |
| Wedbush Securities Inc | 3,656 | $421.0K | 0.02% | −5,847−61.5% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,661 | $421.1K | 0.03% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 3,662 | $421.2K | 0.02% | +100+2.8% | Added |
| Charter Trust Co | 3,669 | $422.0K | 0.03% | −350−8.7% | Reduced |
| Altfest L J & Co Inc | 3,677 | $423.0K | 0.06% | −740−16.8% | Reduced |
| GQG Partners LLC | 3,678 | $423.0K | 0.00% | +1,203+48.6% | Added |
| Cetera Trust Company, N.A | 3,687 | $424.1K | 0.26% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3,693 | $424.7K | 0.06% | −293−7.4% | Reduced |
| Cohen Investment Advisors LLC | 3,698 | $425.3K | 0.26% | −1,299−26.0% | Reduced |
| Two Sigma Advisers, LP | 3,700 | $425.6K | 0.00% | −200−5.1% | Reduced |
| Shufro Rose & Co LLC | 4,000 | $425.8K | 0.03% | 00.0% | Unchanged |
| Glenview Trust Co | 3,707 | $426.4K | 0.01% | +12+0.3% | Added |
| Abel Hall, LLC | 3,710 | $426.8K | 0.28% | +157+4.4% | Added |
| Virtu Financial LLC | 3,714 | $427.0K | 0.02% | +3,714 | New |
| Notis-McConarty Edward | 3,715 | $427.3K | 0.19% | −7,146−65.8% | Reduced |
| Newman Dignan & Sheerar, Inc. | 3,699 | $427.7K | 0.10% | 00.0% | Unchanged |
| First Personal Financial Services | 3,720 | $427.9K | 0.09% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 3,732 | $429.3K | 0.05% | +43+1.2% | Added |
| Concurrent Investment Advisors, LLC | 3,734 | $429.5K | 0.01% | +393+11.8% | Added |
| Pinnacle Bancorp, Inc. | 3,737 | $429.8K | 0.11% | 00.0% | Unchanged |
| Graypoint LLC | 3,741 | $430.3K | 0.03% | −18−0.5% | Reduced |
| Verity Asset Management, Inc. | 3,744 | $430.6K | 0.16% | −41−1.1% | Reduced |
| Riverview Trust Co | 3,763 | $432.8K | 0.38% | 00.0% | Unchanged |
| Hollow Brook Wealth Management LLC | 3,788 | $435.7K | 0.13% | 00.0% | Unchanged |
| Summit Financial, LLC | 3,790 | $435.9K | 0.02% | +339+9.8% | Added |
| Convergence Financial, LLC | 3,794 | $436.4K | 0.09% | −1,489−28.2% | Reduced |
| Beck Mack & Oliver LLC | 3,800 | $437.1K | 0.01% | 00.0% | Unchanged |
| Optas, LLC | 3,807 | $437.9K | 0.10% | +221+6.2% | Added |
| Belvedere Trading LLC | 3,817 | $439.0K | 0.03% | +1,319+52.8% | Added |
| Aull & Monroe Investment Management Corp | 3,841 | $441.8K | 0.20% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 3,898 | $443.5K | 0.10% | +118+3.1% | Added |
| Baker Tilly Wealth Management, LLC | 3,861 | $444.1K | 0.20% | +225+6.2% | Added |
| D'Orazio & Associates, Inc. | 3,862 | $444.2K | 0.06% | +70+1.8% | Added |
| Essex Savings Bank | 3,863 | $444.3K | 0.11% | +1,200+45.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 3,863 | $444.3K | 0.06% | −1,534−28.4% | Reduced |
| InTrack Investment Management Inc | 3,900 | $448.6K | 0.32% | 00.0% | Unchanged |
| Allworth Financial LP | 3,902 | $448.8K | 0.00% | +86+2.3% | Added |
| Twin Lakes Capital Management, LLC | 3,905 | $449.2K | 0.29% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 3,929 | $451.9K | 0.04% | +11+0.3% | Added |
| Freestone Capital Holdings, LLC | 3,960 | $455.5K | 0.02% | −80−2.0% | Reduced |
| Veracity Capital LLC | 3,960 | $455.5K | 0.17% | +716+22.1% | Added |
| Thoroughbred Financial Services, LLC | 3,990 | $458.0K | 0.03% | −729−15.4% | Reduced |
| Seven Mile Advisory | 4,023 | $462.7K | 0.31% | +281+7.5% | Added |
| Alera Investment Advisors, LLC | 4,029 | $463.4K | 0.05% | +223+5.9% | Added |
| S.A. Mason LLC | 4,040 | $464.7K | 0.25% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 4,044 | $465.1K | 0.10% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 4,054 | $466.3K | 0.01% | +4,054 | New |
| Meridian Wealth Management, LLC | 4,055 | $466.4K | 0.02% | +726+21.8% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 4,063 | $467.3K | 0.04% | −100−2.4% | Reduced |
| Wesbanco Bank Inc | 4,069 | $468.0K | 0.02% | −30−0.7% | Reduced |
| Nwam LLC | 4,069 | $468.0K | 0.03% | +4,069 | New |
| American National Bank | 4,096 | $471.1K | 0.06% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,097 | $471.2K | 0.04% | −1,410−25.6% | Reduced |
| YHB Investment Advisors, Inc. | 4,123 | $474.2K | 0.04% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 4,130 | $475.0K | 0.34% | +30+0.7% | Added |
| Central Pacific Bank - Trust Division | 4,150 | $477.3K | 0.06% | −50−1.2% | Reduced |
| Walter & Keenan Financial Consulting Co | 4,150 | $477.3K | 0.15% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 4,190 | $481.9K | 0.03% | +4,190 | New |
| Leonard Rickey Investment Advisors P.L.L.C. | 4,205 | $483.6K | 0.11% | −35−0.8% | Reduced |
| Helen Stephens Group, LLC | 4,222 | $485.6K | 0.15% | 00.0% | Unchanged |
| Berkshire Bank | 4,222 | $485.6K | 0.11% | −193−4.4% | Reduced |
| Capital Investment Advisors, LLC | 4,225 | $485.9K | 0.01% | −413−8.9% | Reduced |
| Principle Wealth Partners LLC | 4,247 | $488.5K | 0.03% | 00.0% | Unchanged |
| Legal & General Group Plc | 4,247 | $488.5K | 0.00% | +123+3.0% | Added |
| LRI Investments, LLC | 4,734 | $489.5K | 0.05% | +2,566+118.4% | Added |
| Intellectus Partners, LLC | 4,261 | $490.1K | 0.13% | −81−1.9% | Reduced |
| Chicago Trust Co NA | 4,304 | $495.0K | 0.09% | +361+9.2% | Added |
| Goldstone Financial Group, LLC | 4,314 | $496.2K | 0.09% | +480+12.5% | Added |
| Belpointe Asset Management LLC | 4,320 | $496.9K | 0.03% | −1,152−21.1% | Reduced |
| Tranquilli Financial Advisor LLC | 4,354 | $500.8K | 0.31% | −28−0.6% | Reduced |
| Portside Wealth Group, LLC | 4,375 | $503.2K | 0.09% | +1,375+45.8% | Added |
| Violich Capital Management, Inc. | 4,412 | $507.0K | 0.07% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 4,420 | $508.4K | 0.05% | +1,703+62.7% | Added |
| Clear Harbor Asset Management, LLC | 4,423 | $508.7K | 0.04% | +100+2.3% | Added |
| Marino, Stram & Associates LLC | 4,442 | $510.9K | 0.11% | +26+0.6% | Added |
| Bedel Financial Consulting, Inc. | 4,445 | $511.3K | 0.07% | 00.0% | Unchanged |
| Washington Trust Co | 4,465 | $513.6K | 0.02% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 4,480 | $515.2K | 0.10% | +3+0.1% | Added |
| Stablepoint Partners, LLC | 4,487 | $516.1K | 0.09% | 00.0% | Unchanged |
| Wealth Group, Ltd. | 4,507 | $518.0K | 0.35% | −87−1.9% | Reduced |
| Strategic Investment Advisors | 4,531 | $521.1K | 0.06% | −80−1.7% | Reduced |
| Aptus Capital Advisors, LLC | 4,547 | $523.0K | 0.01% | −69−1.5% | Reduced |
| Insigneo Advisory Services, LLC | 4,555 | $523.9K | 0.05% | +75+1.7% | Added |
| Grimes & Company, Inc. | 4,571 | $525.8K | 0.01% | +16+0.4% | Added |
| Mesirow Financial Investment Management, Inc. | 4,573 | $526.0K | 0.01% | +119+2.7% | Added |
| Mraz, Amerine & Associates, Inc. | 4,592 | $528.2K | 0.10% | −1,706−27.1% | Reduced |