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; 1,625 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 | 1,625 | $21.3B |
| Q1 2026 | 1,604 | $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 |
|---|---|---|---|---|---|
| Aspiriant, LLC | 2,807 | $322.9K | 0.01% | +254+9.9% | Added |
| Vista Wealth Management Group, LLC | 2,807 | $322.9K | 0.02% | +874+45.2% | 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 |
| Addison Advisors LLC | 2,783 | $320.1K | 0.09% | +121+4.5% | Added |
| Analyst IMS Investment Management Services Ltd. | 2,781 | $320.0K | 0.01% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 2,778 | $319.5K | 0.01% | −29−1.0% | Reduced |
| Essex Investment Management Co LLC | 2,775 | $319.2K | 0.06% | −850−23.4% | Reduced |
| Journey Strategic Wealth LLC | 2,775 | $319.2K | 0.01% | +27+1.0% | Added |
| Legacy Capital Group California, Inc. | 2,762 | $317.7K | 0.11% | +30+1.1% | Added |
| Atlanta Consulting Group Advisors, LLC | 2,754 | $316.8K | 0.08% | +2,754 | New |
| Jacobs & Co | 2,750 | $316.0K | 0.03% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 2,733 | $314.4K | 0.03% | 00.0% | Unchanged |
| Northstar Group, Inc. | 2,729 | $313.9K | 0.05% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 2,717 | $312.5K | 0.08% | −74−2.7% | Reduced |
| Carmichael Hill & Associates, Inc. | 2,713 | $312.1K | 0.12% | −212−7.2% | Reduced |
| Philadelphia Trust Co | 2,714 | $312.0K | 0.02% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 2,695 | $311.6K | 0.19% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,707 | $311.4K | 0.02% | +60+2.3% | Added |
| Quad-Cities Investment Group, LLC | 2,705 | $311.1K | 0.16% | −441−14.0% | Reduced |
| Capital Market Strategies LLC | 2,700 | $310.6K | 0.19% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 2,694 | $309.9K | 0.24% | +170+6.7% | Added |
| Occidental Asset Management, LLC | 2,690 | $309.5K | 0.05% | +200+8.0% | Added |
| First Trust Investment Solutions L.P. | 2,688 | $309.2K | 0.03% | +2,688 | New |
| 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 |
| Elmwood Wealth Management, Inc. | 2,659 | $305.8K | 0.13% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 2,659 | $305.8K | 0.02% | +145+5.8% | Added |
| Roundview Capital LLC | 2,658 | $305.7K | 0.02% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 2,657 | $305.6K | 0.04% | −47−1.7% | Reduced |
| Independent Financial Group, LLC | 2,652 | $305.1K | 0.01% | −90−3.3% | Reduced |
| Community Bank & Trust, Waco, Texas | 2,652 | $305.0K | 0.07% | −20−0.7% | Reduced |
| Steel Peak Wealth Management LLC | 2,648 | $304.6K | 0.01% | +521+24.5% | Added |
| Magnus Financial Group LLC | 2,645 | $304.3K | 0.03% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 2,638 | $303.4K | 0.02% | +13+0.5% | Added |
| Platform Technology Partners | 2,629 | $302.3K | 0.10% | −54−2.0% | Reduced |
| Southeast Asset Advisors Inc. | 2,620 | $301.4K | 0.03% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 2,601 | $299.2K | 0.05% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 2,598 | $298.8K | 0.07% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 2,576 | $296.3K | 0.08% | 00.0% | Unchanged |
| Spire Wealth Management | 2,573 | $296.0K | 0.01% | −180−6.5% | Reduced |
| 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 |
| GSB Wealth Management, LLC | 2,568 | $295.4K | 0.08% | 00.0% | Unchanged |
| BBR Partners, LLC | 2,565 | $295.0K | 0.02% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 2,555 | $293.9K | 0.09% | +75+3.0% | Added |
| Northside Capital Management, LLC | 2,546 | $292.8K | 0.05% | 00.0% | Unchanged |
| Mosley Wealth Management | 2,528 | $292.6K | 0.20% | +290+13.0% | Added |
| Merrion Investment Management Co, LLC | 2,535 | $291.6K | 0.19% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 2,514 | $289.2K | 0.02% | +9+0.4% | Added |
| Intergy Private Wealth, LLC | 2,499 | $287.4K | 0.11% | +276+12.4% | Added |
| Montecito Bank & Trust | 2,480 | $285.3K | 0.05% | +121+5.1% | Added |
| Xponance, Inc. | 2,469 | $284.0K | 0.00% | +277+12.6% | Added |
| Laraway Financial Inc | 2,467 | $283.8K | 0.23% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 2,459 | $282.8K | 0.01% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 2,450 | $281.8K | 0.03% | 00.0% | Unchanged |
| Essex LLC | 2,450 | $281.8K | 0.06% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 2,449 | $281.7K | 0.09% | −197−7.4% | Reduced |
| Lawson Kroeker Investment Management Inc | 2,442 | $280.9K | 0.05% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 2,441 | $280.8K | 0.12% | 00.0% | Unchanged |
| Norris Perne & French LLP | 2,432 | $279.7K | 0.02% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 2,411 | $277.0K | 0.02% | +304+14.4% | Added |
| Aprio Wealth Management, LLC | 2,402 | $276.3K | 0.04% | +2,402 | New |
| Good Life Advisors, LLC | 2,383 | $274.0K | 0.02% | −7−0.3% | Reduced |
| Simplicity Wealth,LLC | 2,377 | $273.4K | 0.03% | −59,192−96.1% | Reduced |
| Argyle Capital Management Inc. | 2,375 | $273.2K | 0.11% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 2,373 | $272.9K | 0.00% | 00.0% | Unchanged |
| FLC Capital Advisors | 2,366 | $272.1K | 0.06% | +100+4.4% | Added |
| Whalerock Point Partners, LLC | 2,361 | $271.6K | 0.06% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 2,358 | $271.2K | 0.05% | +28+1.2% | Added |
| Peoples Financial Services Corp. | 2,357 | $271.1K | 0.12% | −40−1.7% | Reduced |
| Braun-Bostich & Associates Inc. | 2,354 | $270.8K | 0.19% | +148+6.7% | Added |
| Clearbridge Investments, LLC | 2,351 | $270.4K | 0.00% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 2,349 | $270.2K | 0.01% | +2,349 | New |
| Redwood Wealth Management Group, LLC | 2,348 | $270.1K | 0.13% | 00.0% | Unchanged |
| Kendall Capital Management | 2,345 | $269.7K | 0.08% | 00.0% | Unchanged |
| Shoker Investment Counsel, Inc. | 2,335 | $268.6K | 0.09% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 2,329 | $267.9K | 0.12% | −25−1.1% | Reduced |
| Maia Wealth LLC | 2,368 | $267.8K | 0.07% | +2,368 | New |
| Paradigm Asset Management Co LLC | 2,328 | $267.8K | 0.07% | −100−4.1% | Reduced |
| Oakworth Capital, Inc. | 2,319 | $266.7K | 0.02% | −871−27.3% | Reduced |
| GeoWealth Management, LLC | 2,312 | $265.9K | 0.01% | −1,843−44.4% | 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 |
| HBK Sorce Advisory LLC | 2,299 | $264.4K | 0.01% | −222−8.8% | Reduced |
| Narus Financial Partners, LLC | 2,296 | $264.1K | 0.09% | +2,296 | New |
| Rockland Trust Co | 2,295 | $264.0K | 0.01% | 00.0% | Unchanged |
| Intrua Financial, LLC | 2,293 | $263.7K | 0.04% | −112−4.7% | Reduced |
| Moody Lynn & Lieberson, LLC | 2,289 | $263.3K | 0.02% | −200−8.0% | Reduced |
| Horizon Wealth Management, LLC | 2,288 | $263.1K | 0.05% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 2,273 | $261.4K | 0.01% | −124−5.2% | Reduced |
| Cozad Asset Management Inc | 2,264 | $260.4K | 0.02% | −50−2.2% | Reduced |
| Centiva Capital, LP | 2,263 | $260.3K | 0.01% | −2,098−48.1% | Reduced |
| Financial Security Advisor, Inc. | 2,259 | $259.8K | 0.06% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 2,255 | $259.0K | 0.04% | +2,255 | New |
| Tyche Wealth Partners LLC | 2,247 | $258.4K | 0.06% | +3+0.1% | Added |
| Dakota Community Bank & Trust NA | 2,242 | $257.9K | 1.30% | −25−1.1% | Reduced |
| 9258 Wealth Management, LLC | 2,239 | $257.5K | 0.04% | −85−3.7% | Reduced |
| M&R Capital Management Inc | 2,233 | $256.8K | 0.06% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 2,231 | $256.6K | 0.06% | +69+3.2% | Added |