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Livermore
Livermore
ZHEN

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.

Institutional holdersQ3 2024: 1,314 institutions
Q1 2021: 1,138 institutionsQ2 2021: 1,123 institutionsQ3 2021: 1,083 institutionsQ4 2021: 1,147 institutionsQ1 2022: 1,137 institutionsQ2 2022: 1,142 institutionsQ3 2022: 1,088 institutionsQ4 2022: 1,183 institutionsQ1 2023: 1,182 institutionsQ2 2023: 1,203 institutionsQ3 2023: 1,225 institutionsQ4 2023: 1,274 institutionsQ1 2024: 1,254 institutionsQ2 2024: 1,309 institutionsQ3 2024: 1,314 institutionsQ4 2024: 1,345 institutionsQ1 2025: 1,361 institutionsQ2 2025: 1,387 institutionsQ3 2025: 1,405 institutionsQ4 2025: 1,515 institutionsQ1 2026: 1,604 institutionsQ2 2026: 1,625 institutions
Value heldQ3 2024: $15.2B
Q1 2021: $18.7BQ2 2021: $19.8BQ3 2021: $18.0BQ4 2021: $18.5BQ1 2022: $18.3BQ2 2022: $16.9BQ3 2022: $13.7BQ4 2022: $15.5BQ1 2023: $15.2BQ2 2023: $14.9BQ3 2023: $15.1BQ4 2023: $14.2BQ1 2024: $13.6BQ2 2024: $14.7BQ3 2024: $15.2BQ4 2024: $12.7BQ1 2025: $15.4BQ2 2025: $16.2BQ3 2025: $17.2BQ4 2025: $18.4BQ1 2026: $22.0BQ2 2026: $21.3B
Institutions holding NVS and their total value by quarter
QuarterHoldersValue
Q2 20261,625$21.3B
Q1 20261,604$22.0B
Q4 20251,515$18.4B
Q3 20251,405$17.2B
Q2 20251,387$16.2B
Q1 20251,361$15.4B
Q4 20241,345$12.7B
Q3 20241,314$15.2B
Q2 20241,309$14.7B
Q1 20241,254$13.6B
Q4 20231,274$14.2B
Q3 20231,225$15.1B
Q2 20231,203$14.9B
Q1 20231,182$15.2B
Q4 20221,183$15.5B
Q3 20221,088$13.7B
Q2 20221,142$16.9B
Q1 20221,137$18.3B
Q4 20211,147$18.5B
Q3 20211,083$18.0B
Q2 20211,123$19.8B
Q1 20211,138$18.7B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Novartis AG; share changes are against Q2 2024.

Institutions holding NVS in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Inlet Private Wealth, LLC2,229$256.4K0.07%00.0%Unchanged
Stanley-Laman Group, Ltd.2,225$255.9K0.04%00.0%Unchanged
Blue Fin Capital, Inc.2,220$255.4K0.05%−109−4.7%Reduced
Delta Financial Group, Inc.2,219$255.0K0.09%00.0%Unchanged
Mattern Capital Management, LLC2,211$254.3K0.03%00.0%Unchanged
OneAscent Financial Services LLC2,207$254.0K0.18%−35−1.6%Reduced
Houlihan Financial Resource Group, Ltd.2,200$253.0K0.10%00.0%Unchanged
Boston Mountain Money Management Inc2,198$252.8K0.15%+254+13.1%Added
CoreFirst Bank & Trust2,190$251.9K0.15%−9−0.4%Reduced
NorthRock Partners, LLC2,185$251.4K0.01%+22+1.0%Added
Interchange Capital Partners, LLC2,167$249.3K0.09%−2−0.1%Reduced
Gimbal Financial2,203$249.3K0.16%−43−1.9%Reduced
Guardian Capital Advisors LP2,175$249.1K0.02%00.0%Unchanged
Clayton Financial Group LLC2,166$249.1K0.09%+2,166New
Boston Trust Walden Corp2,163$248.8K0.00%+20+0.9%Added
F/M Investments LLC2,150$248.6K0.01%+2,150New
Vanguard Capital Wealth Advisors2,157$248.1K0.26%00.0%Unchanged
Plimoth Trust Co LLC2,148$247.1K0.06%+2,148New
Barry Investment Advisors, LLC2,119$243.8K0.07%−10.0%Reduced
Connecticut Wealth Management, LLC2,116$243.4K0.01%−142−6.3%Reduced
Davis R M Inc2,109$242.6K0.00%−90−4.1%Reduced
Blue Barn Wealth, LLC2,108$242.5K0.12%+102+5.1%Added
Crestwood Advisors Group LLC2,104$242.0K0.00%+2,104New
Steigerwald, Gordon & Koch Inc.2,091$240.5K0.03%+95+4.8%Added
Deroy & Devereaux Private Investment Counsel Inc2,075$239.0K0.01%−100−4.6%Reduced
Great Diamond Partners, LLC2,066$237.6K0.06%−1,269−38.1%Reduced
First Nebraska Trust Co2,064$237.4K0.02%00.0%Unchanged
Hazlett, Burt & Watson, Inc.2,059$237.0K0.11%00.0%Unchanged
Elk River Wealth Management, LLC2,060$236.9K0.04%00.0%Unchanged
Appleton Partners Inc2,047$235.0K0.02%−59−2.8%Reduced
Crawford Investment Counsel Inc2,035$234.1K0.00%+2,035New
Ewa, LLC2,258$233.4K0.08%+257+12.8%Added
Wealthstream Advisors, Inc.2,016$231.9K0.04%+18+0.9%Added
New Republic Capital, LLC2,014$231.7K0.13%−754−27.2%Reduced
Cidel Asset Management Inc2,009$231.1K0.02%−12,494−86.1%Reduced
Koshinski Asset Management, Inc.2,006$230.7K0.02%−109−5.2%Reduced
Sanders Morris Harris LLC2,000$230.0K0.04%00.0%Unchanged
Peak Asset Management, LLC2,000$230.0K0.04%00.0%Unchanged
Equitable Trust Co1,991$229.0K0.01%+1,991New
Watershed Private Wealth LLC1,989$228.8K0.09%00.0%Unchanged
Catalina Capital Group, LLC1,985$228.3K0.08%+1,985New
First Citizens Bank & Trust Co1,978$227.5K0.01%−200−9.2%Reduced
Cobblestone Capital Advisors LLC1,975$227.2K0.01%00.0%Unchanged
First Foundation Advisors1,975$227.2K0.01%−389−16.5%Reduced
Brown, Lisle/Cummings, Inc.1,973$226.9K0.07%+65+3.4%Added
Van Strum & Towne Inc.1,972$226.8K0.08%00.0%Unchanged
Beese Fulmer Investment Management, Inc.1,960$225.4K0.02%00.0%Unchanged
Goepper Burkhardt LLC1,950$224.3K0.09%00.0%Unchanged
Smith, Moore & Co.1,947$223.9K0.02%00.0%Unchanged
Marcum Wealth, LLC1,937$222.8K0.02%−96−4.7%Reduced
Commonwealth Retirement Investments LLC1,931$222.1K0.09%00.0%Unchanged
Aureus Asset Management, LLC1,929$221.9K0.01%+1,929New
Hummer Financial Advisory Services Inc1,926$221.5K0.17%00.0%Unchanged
Alan B. Lancz & Associates, Inc.1,918$220.6K0.20%00.0%Unchanged
Union Savings Bank1,906$219.2K0.11%00.0%Unchanged
Apexium Financial, LP1,902$218.8K0.01%00.0%Unchanged
Callan Family Office, LLC1,901$218.7K0.04%+1,901New
Fairhaven Wealth Management, LLC1,899$218.4K0.07%00.0%Unchanged
Capital Advisors Inc1,898$218.3K0.00%−209−9.9%Reduced
Perennial Investment Advisors, LLC1,894$217.8K0.03%+1,894New
Sentinus, LLC1,894$217.8K0.08%+1,894New
Warther Private Wealth, LLC1,887$217.0K0.08%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.1,884$216.7K0.00%−177−8.6%Reduced
Murphy, Middleton, Hinkle & Parker, Inc.1,882$216.5K0.12%−84−4.3%Reduced
Ironwood Investment Counsel, LLC1,872$215.3K0.04%+1,872New
Aspen Grove Capital, LLC1,870$215.1K0.05%−326−14.8%Reduced
CRA Financial Services, LLC1,866$214.6K0.04%+1,866New
Cypress Wealth Services, LLC1,850$212.8K0.04%+1,850New
MONECO Advisors, LLC1,847$212.4K0.03%−190−9.3%Reduced
Sym Financial Corp1,835$211.1K0.03%+1,835New
Foster Group, Inc.1,834$210.9K0.01%+1,834New
Harbor Investment Advisory, LLC1,829$210.4K0.02%00.0%Unchanged
Excalibur Management Corp1,820$209.3K0.08%+1,820New
Grey Fox Wealth Advisors, LLC1,818$209.1K0.06%+1,818New
Evoke Wealth, LLC1,802$207.3K0.01%+1,802New
Strategic Blueprint, LLC1,802$207.3K0.01%+1,802New
Aristotle Capital Management, LLC1,794$206.4K0.00%−178−9.0%Reduced
Modern Wealth Management, LLC1,791$205.9K0.01%+1,791New
Bristlecone Advisors, LLC1,787$205.5K0.02%−968−35.1%Reduced
Two Sigma Securities, LLC1,783$205.1K0.02%−2,557−58.9%Reduced
Forte Capital LLC1,778$204.5K0.02%−202−10.2%Reduced
Financial Perspectives, Inc1,774$204.0K0.07%+574+47.8%Added
Spinnaker Trust1,759$202.3K0.01%+1,759New
Frank, Rimerman Advisors LLC1,750$201.3K0.01%−522−23.0%Reduced
Concord Wealth Partners1,705$196.1K0.03%−360−17.4%Reduced
GHP Investment Advisors, Inc.1,650$189.8K0.01%+149+9.9%Added
Community Bank, N.A.1,628$187.3K0.02%00.0%Unchanged
Transamerica Financial Advisors, Inc.1,562$180.0K0.02%+1,561+156,100.0%Added
CoreCap Advisors, LLC1,556$179.0K0.01%+1,162+294.9%Added
Fairscale Capital, LLC1,551$178.4K0.16%00.0%Unchanged
Heritage Wealth Advisors1,505$173.1K0.01%00.0%Unchanged
Avalon Trust Co1,500$172.5K0.01%00.0%Unchanged
AllSquare Wealth Management LLC1,479$170.1K0.10%00.0%Unchanged
United Community Bank1,441$165.7K0.06%−295−17.0%Reduced
FinTrust Capital Advisors, LLC1,435$165.1K0.03%−11−0.8%Reduced
Piscataqua Savings Bank1,429$164.4K0.14%00.0%Unchanged
First PREMIER Bank1,410$162.0K0.04%+320+29.4%Added
North Star Investment Management Corp.1,391$160.0K0.01%+33+2.4%Added
IFP Advisors, Inc1,376$158.3K0.01%−1,084−44.1%Reduced
Hills Bank & Trust Co1,360$156.4K0.01%−90−6.2%Reduced