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 |
|---|---|---|---|---|---|
| West Family Investments, Inc. | 9,739 | $1.12M | 0.38% | +1,927+24.7% | Added |
| KCM Investment Advisors LLC | 9,747 | $1.12M | 0.04% | −77−0.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 9,751 | $1.12M | 0.08% | −5,355−35.4% | Reduced |
| Merit Financial Group, LLC | 9,781 | $1.13M | 0.03% | −827−7.8% | Reduced |
| XML Financial, LLC | 9,799 | $1.13M | 0.10% | +551+6.0% | Added |
| Mystic Asset Management, Inc. | 9,819 | $1.13M | 0.43% | −255−2.5% | Reduced |
| Valley National Advisers Inc | 9,837 | $1.13M | 0.20% | −6,957−41.4% | Reduced |
| Welch Group, LLC | 9,842 | $1.13M | 0.05% | −384−3.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 9,900 | $1.14M | 0.00% | −325−3.2% | Reduced |
| FRG Family Wealth Advisors LLC | 9,925 | $1.14M | 0.20% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 9,989 | $1.15M | 0.05% | +108+1.1% | Added |
| Cambridge Advisors Inc. | 10,075 | $1.16M | 0.25% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 11,084 | $1.16M | 0.32% | −154−1.4% | Reduced |
| Csenge Advisory Group | 10,026 | $1.17M | 0.06% | +678+7.3% | Added |
| Resources Investment Advisors, LLC. | 10,149 | $1.17M | 0.01% | −991−8.9% | Reduced |
| Davidson Trust Co | 10,201 | $1.17M | 0.60% | +1,770+21.0% | Added |
| Umb Bank N A | 10,242 | $1.18M | 0.02% | −50−0.5% | Reduced |
| Mayflower Financial Advisors, LLC | 10,261 | $1.18M | 0.18% | +52+0.5% | Added |
| Five Oceans Advisors | 10,293 | $1.18M | 0.57% | +3,806+58.7% | Added |
| Ronald Blue Trust, Inc. | 11,132 | $1.19M | 0.02% | +6,839+159.3% | Added |
| Cullen/Frost Bankers, Inc. | 10,374 | $1.19M | 0.02% | −347−3.2% | Reduced |
| Sowell Financial Services LLC | 10,386 | $1.20M | 0.06% | +10,386 | New |
| South State Corp. | 10,395 | $1.20M | 0.08% | −401−3.7% | Reduced |
| Eagle Asset Management Inc | 11,267 | $1.20M | 0.01% | −158−1.4% | Reduced |
| Transcend Wealth Collective, LLC | 10,433 | $1.20M | 0.08% | −740−6.6% | Reduced |
| Ameritas Advisory Services, LLC | 10,438 | $1.20M | 0.05% | −962−8.4% | Reduced |
| King Luther Capital Management Corp | 10,442 | $1.20M | 0.01% | +919+9.7% | Added |
| Scott & Selber, Inc. | 10,491 | $1.21M | 0.37% | −70−0.7% | Reduced |
| Castlekeep Investment Advisors LLC | 10,509 | $1.21M | 0.83% | +458+4.6% | Added |
| Holderness Investments Co | 10,614 | $1.22M | 0.27% | +786+8.0% | Added |
| Intrust Bank NA | 10,648 | $1.22M | 0.12% | +161+1.5% | Added |
| Guyasuta Investment Advisors Inc | 10,655 | $1.23M | 0.08% | −1,918−15.3% | Reduced |
| NBC Securities, Inc. | 10,662 | $1.23M | 0.10% | +170+1.6% | Added |
| Beverly Hills Private Wealth, LLC | 10,668 | $1.23M | 0.25% | −1,676−13.6% | Reduced |
| CX Institutional | 10,679 | $1.23M | 0.05% | +401+3.9% | Added |
| DGS Capital Management, LLC | 10,683 | $1.23M | 0.33% | +532+5.2% | Added |
| Chilton Capital Management LLC | 10,700 | $1.23M | 0.05% | −70−0.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 10,742 | $1.24M | 0.17% | +1,298+13.7% | Added |
| Ar Asset Management Inc | 10,750 | $1.24M | 0.27% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 10,758 | $1.24M | 0.53% | +932+9.5% | Added |
| Foyston, Gordon, & Payne Inc | 10,851 | $1.25M | 0.31% | −13,005−54.5% | Reduced |
| Venture Visionary Partners LLC | 10,910 | $1.25M | 0.05% | −596−5.2% | Reduced |
| Apollon Wealth Management, LLC | 10,919 | $1.26M | 0.04% | −494−4.3% | Reduced |
| Bridgewater Advisors Inc. | 11,423 | $1.26M | 0.13% | +226+2.0% | Added |
| Legacy Financial Advisors, Inc. | 11,086 | $1.28M | 0.21% | +330+3.1% | Added |
| Redhawk Wealth Advisors, Inc. | 11,099 | $1.28M | 0.18% | +1,247+12.7% | Added |
| Williams Jones Wealth Management, LLC. | 11,133 | $1.28M | 0.02% | −154−1.4% | Reduced |
| Hemenway Trust Co LLC | 11,189 | $1.29M | 0.10% | −8,791−44.0% | Reduced |
| SpiderRock Advisors, LLC | 11,226 | $1.29M | 0.03% | +11,226 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,269 | $1.30M | 0.05% | −9−0.1% | Reduced |
| Hilltop Holdings Inc. | 11,284 | $1.30M | 0.08% | +1,034+10.1% | Added |
| Flputnam Investment Management Co | 11,307 | $1.30M | 0.02% | −395−3.4% | Reduced |
| Mission Wealth Management, LP | 11,355 | $1.31M | 0.03% | +105+0.9% | Added |
| Savant Capital, LLC | 11,371 | $1.31M | 0.01% | +5,908+108.1% | Added |
| Bessemer Group Inc | 11,374 | $1.31M | 0.00% | −1,040−8.4% | Reduced |
| Court Place Advisors, LLC | 11,570 | $1.33M | 0.39% | −250−2.1% | Reduced |
| Qtron Investments LLC | 11,585 | $1.33M | 0.18% | +876+8.2% | Added |
| Creegan & Nassoura Financial Group, LLC | 11,650 | $1.34M | 0.84% | −150−1.3% | Reduced |
| Trust Co of Oklahoma | 11,721 | $1.35M | 0.44% | −185−1.6% | Reduced |
| Greenwich Wealth Management LLC | 11,725 | $1.35M | 0.09% | +249+2.2% | Added |
| Brookstone Capital Management | 11,775 | $1.35M | 0.02% | −145−1.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 11,869 | $1.37M | 0.04% | +832+7.5% | Added |
| Baker Ellis Asset Management LLC | 11,884 | $1.37M | 0.19% | −125−1.0% | Reduced |
| Strategic Global Advisors, LLC | 11,891 | $1.37M | 0.27% | +6,440+118.1% | Added |
| Cable Hill Partners, LLC | 11,933 | $1.37M | 0.13% | +550+4.8% | Added |
| RFG Advisory, LLC | 11,967 | $1.38M | 0.04% | +11,967 | New |
| Broderick Brian C | 12,033 | $1.38M | 0.27% | −6,780−36.0% | Reduced |
| Horizon Kinetics Asset Management LLC | 12,144 | $1.40M | 0.02% | +347+2.9% | Added |
| Sanibel Captiva Trust Company, Inc. | 12,245 | $1.41M | 0.05% | 00.0% | Unchanged |
| Callan Capital, LLC | 12,269 | $1.41M | 0.10% | +3,281+36.5% | Added |
| Advisory Resource Group | 12,372 | $1.42M | 0.30% | −669−5.1% | Reduced |
| TD Private Client Wealth LLC | 12,446 | $1.43M | 0.04% | +3,596+40.6% | Added |
| Stratos Wealth Partners, LTD. | 12,449 | $1.43M | 0.02% | −902−6.8% | Reduced |
| Glass Wealth Management Co LLC | 12,460 | $1.43M | 0.79% | 00.0% | Unchanged |
| Ativo Capital Management LLC | 12,471 | $1.43M | 1.25% | −70−0.6% | Reduced |
| Arnhold LLC | 12,636 | $1.45M | 0.14% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 12,730 | $1.46M | 0.96% | −1,000−7.3% | Reduced |
| Boit C F David | 12,800 | $1.47M | 0.73% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 12,752 | $1.47M | 0.30% | −118−0.9% | Reduced |
| WSFS Capital Management, LLC | 12,784 | $1.47M | 0.08% | −211−1.6% | Reduced |
| SevenBridge Financial Group, LLC | 14,043 | $1.48M | 0.29% | −330−2.3% | Reduced |
| Boston Family Office LLC | 12,935 | $1.49M | 0.10% | 00.0% | Unchanged |
| Sandy Spring Bank | 12,958 | $1.49M | 0.06% | −465−3.5% | Reduced |
| International Assets Investment Management, LLC | 172,825 | $1.50M | 0.01% | +172,825 | New |
| Aaron Wealth Advisors | 13,131 | $1.51M | 0.18% | +2,656+25.4% | Added |
| Delphi Management Inc | 13,181 | $1.52M | 1.38% | −3,701−21.9% | Reduced |
| Farther Finance Advisors, LLC | 13,200 | $1.52M | 0.06% | +2,717+25.9% | Added |
| Sterling Capital Management LLC | 13,210 | $1.52M | 0.02% | +13,210 | New |
| Ieq Capital, LLC | 13,248 | $1.52M | 0.02% | +794+6.4% | Added |
| BTC Capital Management, Inc. | 13,302 | $1.53M | 0.14% | +821+6.6% | Added |
| Arjuna Capital | 13,304 | $1.53M | 0.40% | +69+0.5% | Added |
| Physicians Financial Services, Inc. | 13,318 | $1.53M | 0.48% | −225−1.7% | Reduced |
| New Vernon Capital Holdings II LLC | 13,364 | $1.54M | 0.83% | +13,364 | New |
| AIMZ Investment Advisors, LLC | 13,388 | $1.54M | 0.53% | −100−0.7% | Reduced |
| Albert D Mason Inc | 13,477 | $1.55M | 0.99% | −74−0.5% | Reduced |
| EP Wealth Advisors, LLC | 13,630 | $1.57M | 0.01% | +1,837+15.6% | Added |
| Sepio Capital, LP | 13,687 | $1.57M | 0.12% | −133−1.0% | Reduced |
| Voya Financial Advisors, Inc. | 13,646 | $1.58M | 0.17% | +633+4.9% | Added |
| Solutions 4 Wealth, Ltd | 13,817 | $1.59M | 3.11% | −1,037−7.0% | Reduced |
| Snowden Capital Advisors LLC | 13,832 | $1.59M | 0.05% | −2,513−15.4% | Reduced |