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 |
|---|---|---|---|---|---|
| Stonebridge Capital Management Inc | 14,775 | $1.70M | 0.67% | 00.0% | Unchanged |
| Trexquant Investment LP | 14,771 | $1.70M | 0.02% | +12,599+580.1% | Added |
| Fox Run Management, L.L.C. | 14,647 | $1.68M | 0.37% | +12,156+488.0% | Added |
| Evergreen Capital Management LLC | 14,611 | $1.68M | 0.06% | +187+1.3% | Added |
| Mosaic Financial Group, LLC | 14,491 | $1.67M | 1.18% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 14,448 | $1.66M | 0.06% | +1,547+12.0% | Added |
| First Horizon Advisors, Inc. | 14,389 | $1.66M | 0.05% | +323+2.3% | Added |
| Empire Financial Management Company, LLC | 14,374 | $1.65M | 0.51% | −454−3.1% | Reduced |
| Roberts Glore & Co Inc | 14,334 | $1.65M | 0.48% | −357−2.4% | Reduced |
| Guggenheim Capital LLC | 14,274 | $1.64M | 0.01% | −5,745−28.7% | Reduced |
| Old National Bancorp | 14,037 | $1.61M | 0.04% | −1,507−9.7% | Reduced |
| Quadcap Wealth Management, LLC | 13,984 | $1.61M | 0.25% | +914+7.0% | Added |
| Leo Wealth, LLC | 13,939 | $1.60M | 0.15% | +1,047+8.1% | Added |
| Parallel Advisors, LLC | 13,921 | $1.60M | 0.04% | +975+7.5% | Added |
| Snowden Capital Advisors LLC | 13,832 | $1.59M | 0.05% | −2,513−15.4% | Reduced |
| Solutions 4 Wealth, Ltd | 13,817 | $1.59M | 3.11% | −1,037−7.0% | Reduced |
| Voya Financial Advisors, Inc. | 13,646 | $1.58M | 0.17% | +633+4.9% | Added |
| Sepio Capital, LP | 13,687 | $1.57M | 0.12% | −133−1.0% | Reduced |
| EP Wealth Advisors, LLC | 13,630 | $1.57M | 0.01% | +1,837+15.6% | Added |
| Albert D Mason Inc | 13,477 | $1.55M | 0.99% | −74−0.5% | Reduced |
| AIMZ Investment Advisors, LLC | 13,388 | $1.54M | 0.53% | −100−0.7% | Reduced |
| New Vernon Capital Holdings II LLC | 13,364 | $1.54M | 0.83% | +13,364 | New |
| Physicians Financial Services, Inc. | 13,318 | $1.53M | 0.48% | −225−1.7% | Reduced |
| Arjuna Capital | 13,304 | $1.53M | 0.40% | +69+0.5% | Added |
| BTC Capital Management, Inc. | 13,302 | $1.53M | 0.14% | +821+6.6% | Added |
| Ieq Capital, LLC | 13,248 | $1.52M | 0.02% | +794+6.4% | Added |
| Sterling Capital Management LLC | 13,210 | $1.52M | 0.02% | +13,210 | New |
| Farther Finance Advisors, LLC | 13,200 | $1.52M | 0.06% | +2,717+25.9% | Added |
| Delphi Management Inc | 13,181 | $1.52M | 1.38% | −3,701−21.9% | Reduced |
| Aaron Wealth Advisors | 13,131 | $1.51M | 0.18% | +2,656+25.4% | Added |
| International Assets Investment Management, LLC | 172,825 | $1.50M | 0.01% | +172,825 | New |
| Sandy Spring Bank | 12,958 | $1.49M | 0.06% | −465−3.5% | Reduced |
| Boston Family Office LLC | 12,935 | $1.49M | 0.10% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 14,043 | $1.48M | 0.29% | −330−2.3% | Reduced |
| WSFS Capital Management, LLC | 12,784 | $1.47M | 0.08% | −211−1.6% | Reduced |
| Abundance Wealth Counselors | 12,752 | $1.47M | 0.30% | −118−0.9% | Reduced |
| Boit C F David | 12,800 | $1.47M | 0.73% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 12,730 | $1.46M | 0.96% | −1,000−7.3% | Reduced |
| Arnhold LLC | 12,636 | $1.45M | 0.14% | 00.0% | Unchanged |
| Ativo Capital Management LLC | 12,471 | $1.43M | 1.25% | −70−0.6% | Reduced |
| Glass Wealth Management Co LLC | 12,460 | $1.43M | 0.79% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 12,449 | $1.43M | 0.02% | −902−6.8% | Reduced |
| TD Private Client Wealth LLC | 12,446 | $1.43M | 0.04% | +3,596+40.6% | Added |
| Advisory Resource Group | 12,372 | $1.42M | 0.30% | −669−5.1% | Reduced |
| Callan Capital, LLC | 12,269 | $1.41M | 0.10% | +3,281+36.5% | Added |
| Sanibel Captiva Trust Company, Inc. | 12,245 | $1.41M | 0.05% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 12,144 | $1.40M | 0.02% | +347+2.9% | Added |
| Broderick Brian C | 12,033 | $1.38M | 0.27% | −6,780−36.0% | Reduced |
| RFG Advisory, LLC | 11,967 | $1.38M | 0.04% | +11,967 | New |
| Cable Hill Partners, LLC | 11,933 | $1.37M | 0.13% | +550+4.8% | Added |
| Strategic Global Advisors, LLC | 11,891 | $1.37M | 0.27% | +6,440+118.1% | Added |
| Baker Ellis Asset Management LLC | 11,884 | $1.37M | 0.19% | −125−1.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 11,869 | $1.37M | 0.04% | +832+7.5% | Added |
| Brookstone Capital Management | 11,775 | $1.35M | 0.02% | −145−1.2% | Reduced |
| Greenwich Wealth Management LLC | 11,725 | $1.35M | 0.09% | +249+2.2% | Added |
| Trust Co of Oklahoma | 11,721 | $1.35M | 0.44% | −185−1.6% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 11,650 | $1.34M | 0.84% | −150−1.3% | Reduced |
| Qtron Investments LLC | 11,585 | $1.33M | 0.18% | +876+8.2% | Added |
| Court Place Advisors, LLC | 11,570 | $1.33M | 0.39% | −250−2.1% | Reduced |
| Bessemer Group Inc | 11,374 | $1.31M | 0.00% | −1,040−8.4% | Reduced |
| Savant Capital, LLC | 11,371 | $1.31M | 0.01% | +5,908+108.1% | Added |
| Mission Wealth Management, LP | 11,355 | $1.31M | 0.03% | +105+0.9% | Added |
| Flputnam Investment Management Co | 11,307 | $1.30M | 0.02% | −395−3.4% | Reduced |
| Hilltop Holdings Inc. | 11,284 | $1.30M | 0.08% | +1,034+10.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,269 | $1.30M | 0.05% | −9−0.1% | Reduced |
| SpiderRock Advisors, LLC | 11,226 | $1.29M | 0.03% | +11,226 | New |
| Hemenway Trust Co LLC | 11,189 | $1.29M | 0.10% | −8,791−44.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 11,133 | $1.28M | 0.02% | −154−1.4% | Reduced |
| Redhawk Wealth Advisors, Inc. | 11,099 | $1.28M | 0.18% | +1,247+12.7% | Added |
| Legacy Financial Advisors, Inc. | 11,086 | $1.28M | 0.21% | +330+3.1% | Added |
| Bridgewater Advisors Inc. | 11,423 | $1.26M | 0.13% | +226+2.0% | Added |
| Apollon Wealth Management, LLC | 10,919 | $1.26M | 0.04% | −494−4.3% | Reduced |
| Venture Visionary Partners LLC | 10,910 | $1.25M | 0.05% | −596−5.2% | Reduced |
| Foyston, Gordon, & Payne Inc | 10,851 | $1.25M | 0.31% | −13,005−54.5% | Reduced |
| Unique Wealth Strategies, LLC | 10,758 | $1.24M | 0.53% | +932+9.5% | Added |
| Ar Asset Management Inc | 10,750 | $1.24M | 0.27% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 10,742 | $1.24M | 0.17% | +1,298+13.7% | Added |
| Chilton Capital Management LLC | 10,700 | $1.23M | 0.05% | −70−0.6% | Reduced |
| DGS Capital Management, LLC | 10,683 | $1.23M | 0.33% | +532+5.2% | Added |
| CX Institutional | 10,679 | $1.23M | 0.05% | +401+3.9% | Added |
| Beverly Hills Private Wealth, LLC | 10,668 | $1.23M | 0.25% | −1,676−13.6% | Reduced |
| NBC Securities, Inc. | 10,662 | $1.23M | 0.10% | +170+1.6% | Added |
| Guyasuta Investment Advisors Inc | 10,655 | $1.23M | 0.08% | −1,918−15.3% | Reduced |
| Intrust Bank NA | 10,648 | $1.22M | 0.12% | +161+1.5% | Added |
| Holderness Investments Co | 10,614 | $1.22M | 0.27% | +786+8.0% | Added |
| Castlekeep Investment Advisors LLC | 10,509 | $1.21M | 0.83% | +458+4.6% | Added |
| Scott & Selber, Inc. | 10,491 | $1.21M | 0.37% | −70−0.7% | Reduced |
| King Luther Capital Management Corp | 10,442 | $1.20M | 0.01% | +919+9.7% | Added |
| Ameritas Advisory Services, LLC | 10,438 | $1.20M | 0.05% | −962−8.4% | Reduced |
| Transcend Wealth Collective, LLC | 10,433 | $1.20M | 0.08% | −740−6.6% | Reduced |
| Eagle Asset Management Inc | 11,267 | $1.20M | 0.01% | −158−1.4% | Reduced |
| South State Corp. | 10,395 | $1.20M | 0.08% | −401−3.7% | Reduced |
| Sowell Financial Services LLC | 10,386 | $1.20M | 0.06% | +10,386 | New |
| Cullen/Frost Bankers, Inc. | 10,374 | $1.19M | 0.02% | −347−3.2% | Reduced |
| Ronald Blue Trust, Inc. | 11,132 | $1.19M | 0.02% | +6,839+159.3% | Added |
| Five Oceans Advisors | 10,293 | $1.18M | 0.57% | +3,806+58.7% | Added |
| Mayflower Financial Advisors, LLC | 10,261 | $1.18M | 0.18% | +52+0.5% | Added |
| Umb Bank N A | 10,242 | $1.18M | 0.02% | −50−0.5% | Reduced |
| Davidson Trust Co | 10,201 | $1.17M | 0.60% | +1,770+21.0% | Added |
| Resources Investment Advisors, LLC. | 10,149 | $1.17M | 0.01% | −991−8.9% | Reduced |