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 |
|---|---|---|---|---|---|
| Cyndeo Wealth Partners, LLC | 4,602 | $529.3K | 0.04% | −234−4.8% | Reduced |
| Pinnacle Financial Partners Inc | 4,625 | $532.0K | 0.01% | +46+1.0% | Added |
| Rossmore Private Capital | 4,627 | $532.2K | 0.07% | 00.0% | Unchanged |
| Claro Advisors LLC | 4,638 | $533.5K | 0.07% | +4,638 | New |
| Value Partners Investments Inc. | 4,660 | $536.9K | 0.04% | +120+2.6% | Added |
| Catalytic Wealth RIA, LLC | 4,689 | $539.3K | 0.09% | +822+21.3% | Added |
| Diversify Advisory Services, LLC | 4,720 | $539.6K | 0.03% | +2,080+78.8% | Added |
| Cullinan Associates Inc | 4,700 | $543.9K | 0.03% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 4,787 | $550.6K | 0.07% | −576−10.7% | Reduced |
| Plancorp, LLC | 4,796 | $551.7K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 4,821 | $554.5K | 0.06% | +355+7.9% | Added |
| Circle Wealth Management, LLC | 4,825 | $555.0K | 0.01% | −405−7.7% | Reduced |
| Joel Isaacson & Co., LLC | 4,837 | $556.4K | 0.03% | −25−0.5% | Reduced |
| Financial & Tax Architects, LLC | 4,839 | $556.6K | 0.14% | +136+2.9% | Added |
| North Star Asset Management Inc | 4,876 | $560.8K | 0.03% | −75−1.5% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 4,916 | $565.4K | 0.30% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 4,936 | $567.7K | 0.26% | −45−0.9% | Reduced |
| Seeds Investor LLC | 4,959 | $570.4K | 0.21% | +728+17.2% | Added |
| Valley Brook Capital Group | 4,959 | $570.4K | 0.41% | 00.0% | Unchanged |
| Ariadne Wealth Management, LP | 5,367 | $574.7K | 0.31% | +5,367 | New |
| FNY Investment Advisers, LLC | 5,000 | $575.0K | 0.28% | +5,000 | New |
| Northwest Capital Management Inc | 5,000 | $575.1K | 0.21% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 5,000 | $575.1K | 0.08% | −1,200−19.4% | Reduced |
| MMBG Investment Advisors Co. | 5,002 | $575.3K | 0.06% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 5,013 | $576.6K | 0.04% | +3,054+155.9% | Added |
| Alhambra Investment Partners LLC | 5,034 | $579.0K | 0.30% | 00.0% | Unchanged |
| Capital Analysts, LLC | 5,083 | $585.0K | 0.02% | +563+12.5% | Added |
| Diversified Trust Co | 5,099 | $586.5K | 0.01% | +229+4.7% | Added |
| First American Trust, FSB | 5,112 | $588.0K | 0.06% | −157−3.0% | Reduced |
| Cordatus Wealth Management LLC | 5,165 | $594.0K | 0.21% | 00.0% | Unchanged |
| American Trust Investment Advisors, LLC | 5,175 | $595.2K | 0.24% | +115+2.3% | Added |
| Summit Trail Advisors, LLC | 5,177 | $595.4K | 0.01% | −376−6.8% | Reduced |
| Gradient Investments LLC | 5,214 | $599.7K | 0.01% | −99−1.9% | Reduced |
| Sigma Planning Corp | 5,230 | $601.6K | 0.02% | −288−5.2% | Reduced |
| Canal Capital Management, LLC | 5,240 | $602.7K | 0.10% | +56+1.1% | Added |
| Mezzasalma Advisors, LLC | 5,244 | $603.2K | 0.24% | +204+4.0% | Added |
| Carr Financial Group Corp | 5,280 | $607.3K | 0.18% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 5,292 | $608.0K | 0.00% | −46−0.9% | Reduced |
| Forza Wealth Management, LLC | 5,349 | $615.2K | 0.28% | +30+0.6% | Added |
| First City Capital Management, Inc. | 5,361 | $616.6K | 0.32% | +25+0.5% | Added |
| Kennebec Savings Bank | 5,382 | $619.0K | 0.61% | +5,382 | New |
| Nilsine Partners, LLC | 5,384 | $619.3K | 0.08% | −405−7.0% | Reduced |
| MB, Levis & Associates, LLC | 5,410 | $622.3K | 0.31% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 5,435 | $625.1K | 0.01% | +150+2.8% | Added |
| GAMMA Investing LLC | 5,437 | $625.4K | 0.06% | +1,359+33.3% | Added |
| Patton Albertson Miller Group, LLC | 5,459 | $627.9K | 0.09% | −7−0.1% | Reduced |
| Smartleaf Asset Management LLC | 5,454 | $630.5K | 0.08% | +2,239+69.6% | Added |
| Ignite Planners, LLC | 5,489 | $631.3K | 0.14% | −93−1.7% | Reduced |
| St Germain D J Co Inc | 5,492 | $631.7K | 0.03% | 00.0% | Unchanged |
| BancorpSouth Bank | 5,534 | $636.5K | 0.04% | −20−0.4% | Reduced |
| TD Waterhouse Canada Inc. | 5,550 | $638.1K | 0.01% | −13−0.2% | Reduced |
| O'Brien Greene & Co. Inc | 5,574 | $641.1K | 0.20% | −124−2.2% | Reduced |
| Principal Street Partners, LLC | 6,080 | $647.3K | 0.11% | 00.0% | Unchanged |
| E&G Advisors, LP | 5,638 | $648.4K | 0.18% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 5,648 | $649.6K | 0.03% | +27+0.5% | Added |
| Toroso Investments, LLC | 5,680 | $653.3K | 0.01% | +1,114+24.4% | Added |
| Bailard, Inc. | 5,680 | $653.3K | 0.02% | +1,593+39.0% | Added |
| Delaney Dennis R | 5,690 | $654.5K | 0.34% | −7,788−57.8% | Reduced |
| CVA Family Office, LLC | 5,722 | $658.1K | 0.11% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 5,728 | $659.0K | 0.04% | +98+1.7% | Added |
| StrongBox Wealth, LLC | 5,730 | $659.1K | 0.28% | +592+11.5% | Added |
| Penbrook Management LLC | 5,760 | $662.5K | 0.43% | 00.0% | Unchanged |
| Allen Wealth Management, LLC | 5,788 | $665.7K | 0.46% | +100+1.8% | Added |
| Oarsman Capital, Inc. | 5,827 | $670.2K | 0.12% | −33−0.6% | Reduced |
| Monticello Wealth Management, LLC | 5,831 | $670.7K | 0.06% | 00.0% | Unchanged |
| Cullen Investment Group, Ltd. | 5,855 | $673.4K | 0.10% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 5,878 | $676.1K | 0.01% | −574−8.9% | Reduced |
| Cascade Financial Partners, LLC | 5,930 | $677.9K | 0.08% | +292+5.2% | Added |
| Sivia Capital Partners, LLC | 5,904 | $679.1K | 0.40% | +332+6.0% | Added |
| Regions Financial Corp | 5,908 | $679.5K | 0.00% | +38+0.6% | Added |
| Engineers Gate Manager LP | 5,927 | $681.7K | 0.01% | −6,721−53.1% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 5,979 | $687.7K | 0.14% | +25+0.4% | Added |
| Heritage Family Offices, LLP | 5,995 | $689.5K | 0.36% | +65+1.1% | Added |
| Berkeley Capital Partners, LLC | 6,016 | $692.0K | 0.20% | −12,188−67.0% | Reduced |
| AE Wealth Management LLC | 6,095 | $701.0K | 0.01% | −221−3.5% | Reduced |
| Gilliland Jeter Wealth Management LLC | 6,098 | $701.4K | 0.23% | +5,898+2,949.0% | Added |
| Diversify Wealth Management, LLC | 6,168 | $703.6K | 0.07% | +6,168 | New |
| Wedmont Private Capital | 6,190 | $704.8K | 0.04% | +316+5.4% | Added |
| Heritage Wealth Management, Inc. | 6,136 | $705.8K | 0.23% | 00.0% | Unchanged |
| Motco | 6,144 | $706.7K | 0.07% | +75+1.2% | Added |
| Arkadios Wealth Advisors | 6,151 | $707.5K | 0.04% | −870−12.4% | Reduced |
| McDaniel Terry & Co | 6,190 | $712.0K | 0.06% | +370+6.4% | Added |
| Schulhoff & Co Inc | 6,210 | $714.3K | 0.30% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 6,210 | $714.3K | 0.01% | +516+9.1% | Added |
| NTV Asset Management LLC | 6,221 | $715.5K | 0.10% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 6,240 | $717.8K | 0.13% | +908+17.0% | Added |
| Visionary Horizons, LLC | 6,260 | $720.0K | 0.48% | −40−0.6% | Reduced |
| J.W. Cole Advisors, Inc. | 6,310 | $725.8K | 0.03% | +257+4.2% | Added |
| Rehmann Capital Advisory Group | 6,314 | $726.3K | 0.05% | −518−7.6% | Reduced |
| Clarius Group, LLC | 6,319 | $726.8K | 0.05% | −1,434−18.5% | Reduced |
| Jeppson Wealth Management, LLC | 6,353 | $730.7K | 0.26% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 6,356 | $731.1K | 0.00% | +200+3.2% | Added |
| Salem Investment Counselors Inc | 6,362 | $731.8K | 0.02% | 00.0% | Unchanged |
| Stephens Inc | 6,415 | $737.9K | 0.01% | −642−9.1% | Reduced |
| Neville Rodie & Shaw Inc | 6,460 | $743.0K | 0.05% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 6,496 | $747.2K | 0.03% | +267+4.3% | Added |
| Dakota Wealth Management | 6,514 | $749.2K | 0.02% | +68+1.1% | Added |
| Radnor Capital Management, LLC | 6,525 | $751.0K | 0.11% | +600+10.1% | Added |
| Peoples Bank | 6,538 | $752.0K | 0.50% | −35−0.5% | Reduced |
| Hartford Funds Management Co LLC | 6,612 | $760.5K | 0.07% | +126+1.9% | Added |