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 |
|---|---|---|---|---|---|
| Rosenberg Matthew Hamilton | 1,314 | $151.1K | 0.04% | +126+10.6% | Added |
| Ridgewood Investments LLC | 1,308 | $150.4K | 0.08% | −3−0.2% | Reduced |
| Ramirez Asset Management, Inc. | 1,300 | $149.5K | 0.03% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 1,295 | $149.0K | 0.03% | +1,295 | New |
| Foster Dykema Cabot & Partners, LLC | 1,266 | $145.6K | 0.01% | +330+35.3% | Added |
| Monetary Management Group Inc | 1,259 | $144.8K | 0.04% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,232 | $141.7K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,229 | $141.4K | 0.01% | +1,176+2,218.9% | Added |
| Grove Bank & Trust | 1,223 | $140.7K | 0.02% | +332+37.3% | Added |
| Tacita Capital Inc | 1,200 | $138.0K | 0.09% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,176 | $135.3K | 0.02% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 1,145 | $131.7K | 0.05% | +1,145 | New |
| State of Wyoming | 1,130 | $130.0K | 0.02% | +520+85.2% | Added |
| Simplex Trading, LLC | 1,113 | $128.0K | 0.00% | +1,113 | New |
| Proequities, Inc. | 1,085 | $124.7K | 0.01% | −131−10.8% | Reduced |
| Glen Eagle Advisors, LLC | 1,040 | $119.6K | 0.02% | 00.0% | Unchanged |
| BFSG, LLC | 1,000 | $115.0K | 0.01% | −12−1.2% | Reduced |
| ORG Partners LLC | 997 | $114.7K | 0.02% | +150+17.7% | Added |
| Duncker Streett & Co Inc | 992 | $114.1K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 983 | $113.1K | 0.01% | −324−24.8% | Reduced |
| Bullock Wealth Management Group | 986 | $112.9K | 0.07% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 974 | $112.0K | 0.02% | −275−22.0% | Reduced |
| Citizens National Bank Trust Department | 925 | $106.4K | 0.02% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 872 | $100.3K | 0.04% | 00.0% | Unchanged |
| City State Bank | 855 | $98.3K | 0.04% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 926 | $95.7K | 0.01% | −109−10.5% | Reduced |
| Hoese & Co LLP | 825 | $94.9K | 0.08% | 00.0% | Unchanged |
| Smithfield Trust Co | 817 | $94.0K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 800 | $92.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 775 | $89.1K | 0.01% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 832 | $87.3K | 0.06% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 732 | $84.2K | 0.01% | −3,800−83.8% | Reduced |
| Zions Bancorporation, N.A. | 709 | $81.5K | 0.01% | −183−20.5% | Reduced |
| AlphaMark Advisors, LLC | 700 | $81.0K | 0.03% | −265−27.5% | Reduced |
| Beaird Harris Wealth Management, LLC | 704 | $81.0K | 0.01% | +519+280.5% | Added |
| Washington Trust Advisors, Inc. | 699 | $80.4K | 0.01% | 00.0% | Unchanged |
| CKW Financial Group | 700 | $80.0K | 0.01% | −100−12.5% | Reduced |
| Sunbelt Securities, Inc. | 651 | $74.9K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 640 | $73.6K | 0.02% | +640 | New |
| Hanson & Doremus Investment Management | 625 | $72.0K | 0.01% | −115−15.5% | Reduced |
| Cape Investment Advisory, Inc. | 617 | $71.0K | 0.03% | +283+84.7% | Added |
| Walleye Trading LLC | 616 | $70.9K | 0.00% | −757−55.1% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 611 | $70.3K | 0.02% | +24+4.1% | Added |
| Coppell Advisory Solutions LLC | 604 | $69.8K | 0.01% | +183+43.5% | Added |
| First Financial Corp | 607 | $69.8K | 0.03% | −15−2.4% | Reduced |
| Pathway Financial Advisers, LLC | 594 | $68.3K | 0.03% | −1−0.2% | Reduced |
| Global Financial Private Client, LLC | 582 | $66.9K | 0.03% | +324+125.6% | Added |
| Missouri Trust & Investment Co | 578 | $66.5K | 0.02% | 00.0% | Unchanged |
| WealthCollab, LLC | 549 | $63.1K | 0.04% | −83−13.1% | Reduced |
| Centennial Bank | 545 | $62.7K | 0.03% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 544 | $62.5K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 530 | $61.0K | 0.03% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 529 | $60.8K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 525 | $60.4K | 0.03% | +525 | New |
| Nisa Investment Advisors, LLC | 522 | $60.0K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 507 | $58.3K | 0.03% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 502 | $57.7K | 0.01% | −48−8.7% | Reduced |
| Colonial Trust Advisors | 500 | $57.5K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 500 | $57.5K | 0.01% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 486 | $55.9K | 0.02% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 481 | $55.0K | 0.02% | −110−18.6% | Reduced |
| Roble, Belko & Company, Inc | 470 | $54.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 469 | $54.0K | 0.00% | +56+13.6% | Added |
| Bray Capital Advisors | 467 | $53.7K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 444 | $51.1K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 429 | $49.0K | 0.01% | +88+25.8% | Added |
| Prestige Wealth Management Group LLC | 425 | $48.9K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 415 | $47.7K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 400 | $46.0K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 379 | $43.6K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 375 | $43.1K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 375 | $43.1K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 374 | $43.0K | 0.01% | +374 | New |
| Solstein Capital, LLC | 372 | $42.8K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 371 | $42.7K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 370 | $42.6K | 0.03% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 369 | $42.0K | 0.04% | −80−17.8% | Reduced |
| ZRC Wealth Management, LLC | 350 | $40.3K | 0.02% | 00.0% | Unchanged |
| Golden State Equity Partners | 344 | $39.6K | 0.01% | +344 | New |
| Liontrust Investment Partners LLP | 367 | $39.1K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 336 | $38.6K | 0.05% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 335 | $38.5K | 0.01% | +31+10.2% | Added |
| AdvisorNet Financial, Inc | 327 | $37.6K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 320 | $36.8K | 0.01% | +267+503.8% | Added |
| Asset Dedication, LLC | 303 | $34.9K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 300 | $34.5K | 0.00% | 00.0% | Unchanged |
| Mar Vista Investment Partners LLC | 300 | $34.5K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 300 | $34.5K | 0.01% | +300 | New |
| Legacy Bridge, LLC | 292 | $33.6K | 0.02% | 00.0% | Unchanged |
| Adirondack Trust Co | 289 | $33.2K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 279 | $32.1K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 272 | $31.3K | 0.01% | −40−12.8% | Reduced |
| Frazier Financial Advisors, LLC | 271 | $31.2K | 0.02% | −160−37.1% | Reduced |
| GW&K Investment Management, LLC | 267 | $31.0K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 267 | $30.7K | 0.02% | 00.0% | Unchanged |
| TFC Financial Management | 264 | $30.4K | 0.00% | +201+319.0% | Added |
| Richardson Financial Services Inc. | 283 | $30.1K | 0.02% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 256 | $29.5K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 255 | $29.3K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 250 | $29.0K | 0.00% | 00.0% | Unchanged |