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 |
|---|---|---|---|---|---|
| Fairfield, Bush & Co. | 24,949 | $2.87M | 1.71% | −3,668−12.8% | Reduced |
| Advisors Asset Management, Inc. | 24,727 | $2.84M | 0.05% | −2,277−8.4% | Reduced |
| We Are One Seven, LLC | 24,668 | $2.84M | 0.12% | −1,779−6.7% | Reduced |
| Atria Wealth Solutions, Inc. | 24,121 | $2.77M | 0.03% | −1,123−4.4% | Reduced |
| Tealwood Asset Management Inc | 23,918 | $2.75M | 1.20% | −302−1.2% | Reduced |
| Integrated Wealth Concepts LLC | 23,831 | $2.74M | 0.03% | −536−2.2% | Reduced |
| Forum Financial Management, LP | 23,822 | $2.74M | 0.05% | 00.0% | Unchanged |
| Fca Corp | 23,816 | $2.74M | 0.84% | +148+0.6% | Added |
| Catalyst Capital Advisors LLC | 23,742 | $2.73M | 0.06% | −3,776−13.7% | Reduced |
| Arvest Bank Trust Division | 23,246 | $2.67M | 0.15% | +23,246 | New |
| AMG National Trust Bank | 22,991 | $2.64M | 0.07% | −6,496−22.0% | Reduced |
| Employees Retirement System of Texas | 22,943 | $2.64M | 0.02% | +20,010+682.2% | Added |
| Foresight Capital Management Advisors, Inc. | 22,875 | $2.63M | 1.56% | +1,628+7.7% | Added |
| Whittier Trust Co of Nevada Inc | 22,851 | $2.63M | 0.07% | −2,089−8.4% | Reduced |
| Veriti Management LLC | 22,769 | $2.62M | 0.14% | +128+0.6% | Added |
| Huntington National Bank | 22,554 | $2.59M | 0.02% | −38−0.2% | Reduced |
| Vident Advisory, LLC | 22,500 | $2.59M | 0.07% | +3,457+18.2% | Added |
| National Asset Management, Inc. | 22,552 | $2.59M | 0.07% | −2,447−9.8% | Reduced |
| EagleClaw Capital Managment, LLC | 22,434 | $2.58M | 0.43% | −1,850−7.6% | Reduced |
| Cascade Investment Advisors, Inc. | 22,310 | $2.57M | 1.63% | −300−1.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 22,167 | $2.55M | 0.24% | +5,052+29.5% | Added |
| Beacon Financial Group | 21,849 | $2.51M | 0.27% | −771−3.4% | Reduced |
| Denali Advisors LLC | 21,695 | $2.50M | 0.27% | +21,695 | New |
| Commerce Bank | 21,637 | $2.49M | 0.02% | +82+0.4% | Added |
| Everett Harris & Co | 21,423 | $2.46M | 0.03% | −70−0.3% | Reduced |
| SG Americas Securities, LLC | 21,296 | $2.45M | 0.01% | +3,372+18.8% | Added |
| apricus wealth, LLC | 21,213 | $2.44M | 1.61% | −8,703−29.1% | Reduced |
| Marietta Investment Partners LLC | 21,154 | $2.43M | 0.52% | −250−1.2% | Reduced |
| Blue Square Asset Management, LLC | 21,110 | $2.43M | 1.30% | +426+2.1% | Added |
| Mitchell & Pahl Private Wealth, LLC | 20,965 | $2.41M | 1.12% | −59−0.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 20,873 | $2.40M | 0.17% | +823+4.1% | Added |
| First Hawaiian Bank | 20,796 | $2.39M | 0.08% | −933−4.3% | Reduced |
| Seven Eight Capital, LP | 20,729 | $2.38M | 0.21% | +7,082+51.9% | Added |
| Coastline Trust Co | 20,621 | $2.37M | 0.28% | +6,060+41.6% | Added |
| Dorsey Wright & Associates | 20,618 | $2.37M | 0.56% | +20,618 | New |
| Ipswich Investment Management Co., Inc. | 20,227 | $2.33M | 0.54% | −40.0% | Reduced |
| HRT Financial LP | 19,846 | $2.28M | 0.01% | +19,846 | New |
| Trust Co of Toledo NA | 19,653 | $2.26M | 0.31% | +51+0.3% | Added |
| Clearstead Advisors, LLC | 19,651 | $2.26M | 0.04% | −2,009−9.3% | Reduced |
| Old Port Advisors | 19,577 | $2.25M | 0.63% | −267−1.3% | Reduced |
| Optimist Retirement Group LLC | 19,313 | $2.22M | 1.00% | +166+0.9% | Added |
| Stock Yards Bank & Trust Co | 19,287 | $2.22M | 0.07% | −1,181−5.8% | Reduced |
| WCG Wealth Advisors LLC | 19,273 | $2.22M | 0.15% | −115−0.6% | Reduced |
| Synovus Financial Corp | 19,157 | $2.20M | 0.03% | +5,728+42.7% | Added |
| Foster & Motley Inc | 18,938 | $2.18M | 0.14% | +2,800+17.4% | Added |
| CIBC Asset Management Inc | 19,089 | $2.18M | 0.01% | −5,194−21.4% | Reduced |
| Abbot Financial Management, Inc. | 18,919 | $2.18M | 1.10% | −20−0.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 18,859 | $2.17M | 0.03% | −1,180−5.9% | Reduced |
| Great Lakes Advisors, LLC | 18,854 | $2.17M | 0.02% | +926+5.2% | Added |
| West Oak Capital, LLC | 18,653 | $2.15M | 0.40% | +305+1.7% | Added |
| Johnson Investment Counsel Inc | 18,540 | $2.13M | 0.02% | −664−3.5% | Reduced |
| Ballentine Partners, LLC | 18,410 | $2.12M | 0.04% | +1,030+5.9% | Added |
| Jamison Private Wealth Management, Inc. | 18,398 | $2.12M | 0.32% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 18,391 | $2.12M | 0.13% | +4,389+31.3% | Added |
| Ellevest, Inc. | 18,296 | $2.10M | 0.12% | +94+0.5% | Added |
| Cloverfields Capital Group, LP | 18,178 | $2.09M | 0.68% | +18,178 | New |
| Independent Investors Inc | 17,900 | $2.06M | 0.42% | 00.0% | Unchanged |
| Headinvest, LLC | 17,851 | $2.05M | 0.38% | −127−0.7% | Reduced |
| Kathmere Capital Management, LLC | 17,770 | $2.04M | 0.19% | +4,056+29.6% | Added |
| Quadrant Capital Group LLC | 17,748 | $2.04M | 0.14% | +386+2.2% | Added |
| Atlantic Union Bankshares Corp | 17,711 | $2.04M | 0.12% | −170−1.0% | Reduced |
| Greenleaf Trust | 17,601 | $2.02M | 0.02% | +1,445+8.9% | Added |
| MAI Capital Management | 17,589 | $2.02M | 0.02% | −19,168−52.1% | Reduced |
| Kahn Brothers Group Inc | 17,581 | $2.02M | 0.35% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 17,562 | $2.02M | 0.15% | −616−3.4% | Reduced |
| Arvest Investments, Inc. | 17,535 | $2.02M | 0.30% | −2,324−11.7% | Reduced |
| Quartz Partners, LLC | 17,310 | $1.99M | 1.25% | +17,310 | New |
| Perigon Wealth Management, LLC | 17,261 | $1.99M | 0.05% | −220−1.3% | Reduced |
| Advisors Management Group Inc | 17,209 | $1.98M | 0.47% | −36−0.2% | Reduced |
| Prospera Financial Services Inc | 17,127 | $1.97M | 0.05% | +10.0% | Added |
| Lake Street Advisors Group, LLC | 17,119 | $1.97M | 0.09% | +9,591+127.4% | Added |
| Lester Murray Antman dba SimplyRich | 16,904 | $1.94M | 0.54% | +1,850+12.3% | Added |
| Benedict Financial Advisors Inc | 16,861 | $1.94M | 0.46% | −331−1.9% | Reduced |
| Vise Technologies, Inc. | 16,705 | $1.92M | 0.24% | +340+2.1% | Added |
| Dynamic Advisor Solutions LLC | 16,628 | $1.91M | 0.06% | −831−4.8% | Reduced |
| Compass Wealth Management LLC | 16,625 | $1.91M | 0.45% | −950−5.4% | Reduced |
| Palisade Asset Management, LLC | 16,624 | $1.91M | 0.19% | 00.0% | Unchanged |
| AQR Capital Management LLC | 16,605 | $1.91M | 0.00% | +6,903+71.2% | Added |
| Rothschild Investment LLC | 16,581 | $1.91M | 0.12% | −18−0.1% | Reduced |
| Highland Capital Management, LLC | 16,512 | $1.90M | 0.11% | −132−0.8% | Reduced |
| Kestra Private Wealth Services, LLC | 16,488 | $1.90M | 0.03% | −147−0.9% | Reduced |
| Kovitz Investment Group Partners, LLC | 18,747 | $1.89M | 0.01% | −1,994−9.6% | Reduced |
| Patten Group, Inc. | 16,387 | $1.88M | 0.42% | −126−0.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 16,302 | $1.88M | 0.10% | +1,844+12.8% | Added |
| Schechter Investment Advisors, LLC | 16,243 | $1.87M | 0.14% | +774+5.0% | Added |
| Hantz Financial Services, Inc. | 16,234 | $1.87M | 0.03% | +248+1.6% | Added |
| TD Asset Management Inc | 16,107 | $1.86M | 0.00% | −318−1.9% | Reduced |
| Ascent Wealth Partners, LLC | 16,034 | $1.84M | 0.26% | −53−0.3% | Reduced |
| Altman Advisors, Inc. | 15,656 | $1.80M | 0.80% | +90+0.6% | Added |
| Richard P Slaughter Associates Inc | 15,472 | $1.78M | 0.41% | −561−3.5% | Reduced |
| Raymond James Trust N.A. | 15,384 | $1.77M | 0.04% | +963+6.7% | Added |
| Lowe Brockenbrough & Co Inc | 15,361 | $1.77M | 0.11% | +742+5.1% | Added |
| Lido Advisors, LLC | 15,097 | $1.74M | 0.01% | +969+6.9% | Added |
| Pine Valley Investments Ltd Liability Co | 15,037 | $1.73M | 0.12% | −55−0.4% | Reduced |
| Park National Corp | 14,946 | $1.72M | 0.06% | −404−2.6% | Reduced |
| IAM Advisory, LLC | 14,913 | $1.72M | 0.43% | +363+2.5% | Added |
| Marco Investment Management LLC | 14,895 | $1.71M | 0.15% | −10−0.1% | Reduced |
| Northstar Asset Management LLC | 14,875 | $1.71M | 0.39% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 14,816 | $1.70M | 0.11% | −185−1.2% | Reduced |
| FineMark National Bank & Trust | 14,805 | $1.70M | 0.06% | +33+0.2% | Added |