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 |
|---|---|---|---|---|---|
| Csenge Advisory Group | 10,026 | $1.17M | 0.06% | +678+7.3% | Added |
| Semmax Financial Advisors Inc. | 11,084 | $1.16M | 0.32% | −154−1.4% | Reduced |
| Cambridge Advisors Inc. | 10,075 | $1.16M | 0.25% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 9,989 | $1.15M | 0.05% | +108+1.1% | Added |
| FRG Family Wealth Advisors LLC | 9,925 | $1.14M | 0.20% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 9,900 | $1.14M | 0.00% | −325−3.2% | Reduced |
| Welch Group, LLC | 9,842 | $1.13M | 0.05% | −384−3.8% | Reduced |
| Valley National Advisers Inc | 9,837 | $1.13M | 0.20% | −6,957−41.4% | Reduced |
| Mystic Asset Management, Inc. | 9,819 | $1.13M | 0.43% | −255−2.5% | Reduced |
| XML Financial, LLC | 9,799 | $1.13M | 0.10% | +551+6.0% | Added |
| Merit Financial Group, LLC | 9,781 | $1.13M | 0.03% | −827−7.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 9,751 | $1.12M | 0.08% | −5,355−35.4% | Reduced |
| KCM Investment Advisors LLC | 9,747 | $1.12M | 0.04% | −77−0.8% | Reduced |
| West Family Investments, Inc. | 9,739 | $1.12M | 0.38% | +1,927+24.7% | Added |
| Drexel Morgan & Co. | 9,720 | $1.12M | 0.21% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 9,586 | $1.10M | 0.01% | −658−6.4% | Reduced |
| LCNB Corp | 9,574 | $1.10M | 0.39% | −730−7.1% | Reduced |
| Becker Capital Management Inc | 9,502 | $1.09M | 0.04% | −359−3.6% | Reduced |
| WealthPlan Investment Management, LLC | 9,494 | $1.09M | 0.11% | +100+1.1% | Added |
| Kensington Investment Counsel, LLC | 9,460 | $1.09M | 0.45% | −10.0% | Reduced |
| Russell Investments Group, Ltd. | 9,425 | $1.08M | 0.00% | +3,050+47.8% | Added |
| Level Four Advisory Services, LLC | 9,979 | $1.08M | 0.05% | −850−7.8% | Reduced |
| Adviser Investments LLC | 9,405 | $1.08M | 0.01% | +40+0.4% | Added |
| FSB Premier Wealth Management, Inc. | 9,399 | $1.08M | 0.44% | +1,773+23.2% | Added |
| Pitcairn Co | 9,295 | $1.07M | 0.06% | −703−7.0% | Reduced |
| Simmons Bank | 9,287 | $1.07M | 0.08% | −232−2.4% | Reduced |
| Harbour Trust & Investment Management Co | 9,269 | $1.07M | 0.12% | −300−3.1% | Reduced |
| Financial Advocates Investment Management | 9,103 | $1.05M | 0.06% | −221−2.4% | Reduced |
| HighPoint Advisor Group LLC | 9,094 | $1.05M | 0.06% | −501−5.2% | Reduced |
| Drucker Wealth 3.0, LLC | 9,003 | $1.04M | 0.25% | +193+2.2% | Added |
| Barometer Capital Management Inc. | 9,000 | $1.04M | 0.30% | +9,000 | New |
| Cary Street Partner Investment Advisory LLC | 8,923 | $1.03M | 0.04% | −1,247−12.3% | Reduced |
| Beaton Management Co. Inc. | 8,873 | $1.02M | 0.52% | 00.0% | Unchanged |
| Twin Tree Management, LP | 8,835 | $1.02M | 0.02% | +848+10.6% | Added |
| Associated Banc-Corp | 8,812 | $1.01M | 0.03% | −40−0.5% | Reduced |
| 1620 Investment Advisors, Inc. | 8,783 | $1.01M | 0.73% | −27−0.3% | Reduced |
| Mutual Advisors, LLC | 8,827 | $998.5K | 0.03% | −1,945−18.1% | Reduced |
| Hamel Associates, Inc. | 8,680 | $998.4K | 0.31% | +35+0.4% | Added |
| V-Square Quantitative Management LLC | 8,635 | $993.2K | 0.15% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 8,570 | $985.7K | 0.32% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 8,529 | $981.0K | 0.44% | −240−2.7% | Reduced |
| New Hampshire Trust | 8,511 | $978.9K | 0.21% | −53−0.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 8,503 | $978.0K | 0.00% | −24−0.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 8,499 | $977.6K | 0.04% | −3,402−28.6% | Reduced |
| Bangor Savings Bank | 8,498 | $977.4K | 0.09% | −305−3.5% | Reduced |
| Stratos Wealth Advisors, LLC | 8,434 | $970.1K | 0.04% | +5+0.1% | Added |
| HF Advisory Group, LLC | 8,409 | $967.2K | 0.45% | +751+9.8% | Added |
| Kennon-Green & Company, LLC | 8,388 | $964.8K | 0.80% | +10+0.1% | Added |
| Valmark Advisers, Inc. | 8,359 | $961.5K | 0.02% | −67−0.8% | Reduced |
| Epoch Investment Partners, Inc. | 8,352 | $960.6K | 0.00% | −39−0.5% | Reduced |
| Henshaw Capital LLC | 8,243 | $948.1K | 0.04% | +6,269+317.6% | Added |
| GTS Securities LLC | 8,190 | $942.0K | 0.02% | +8,190 | New |
| Sage Rhino Capital LLC | 8,166 | $939.3K | 0.21% | +319+4.1% | Added |
| PDS Planning, Inc | 8,112 | $933.0K | 0.08% | +33+0.4% | Added |
| Wolverine Trading, LLC | 8,008 | $925.8K | 0.02% | +8,008 | New |
| Smart Money Group LLC | 8,538 | $925.5K | 0.33% | +541+6.8% | Added |
| Boston Financial Mangement LLC | 8,045 | $925.3K | 0.03% | −1,203−13.0% | Reduced |
| Fort Sheridan Advisors LLC | 8,023 | $922.8K | 0.14% | −136−1.7% | Reduced |
| Burns J W & Co Inc | 8,009 | $921.2K | 0.12% | −75−0.9% | Reduced |
| Warren Averett Asset Management, LLC | 7,987 | $918.6K | 0.02% | −537−6.3% | Reduced |
| Cypress Asset Management Inc | 7,956 | $915.1K | 0.23% | +150+1.9% | Added |
| Coldstream Capital Management Inc | 7,947 | $914.1K | 0.02% | +1,109+16.2% | Added |
| Avidian Wealth Solutions, LLC | 7,913 | $910.1K | 0.04% | +102+1.3% | Added |
| Shelton Capital Management | 7,843 | $902.1K | 0.02% | −35−0.4% | Reduced |
| Lee Danner & Bass Inc | 7,805 | $898.0K | 0.06% | −25−0.3% | Reduced |
| Thornburg Investment Management Inc | 7,800 | $897.2K | 0.01% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 7,800 | $897.2K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 7,734 | $889.6K | 0.04% | −312−3.9% | Reduced |
| BSW Wealth Partners | 7,727 | $888.7K | 0.13% | +637+9.0% | Added |
| JNBA Financial Advisors | 7,727 | $888.7K | 0.09% | −729−8.6% | Reduced |
| First Affirmative Financial Network | 7,714 | $887.2K | 0.49% | +1,909+32.9% | Added |
| Kingsview Wealth Management, LLC | 7,674 | $882.7K | 0.02% | −702−8.4% | Reduced |
| Covenant Partners, LLC | 7,608 | $875.1K | 0.25% | +66+0.9% | Added |
| Montag A & Associates Inc | 7,575 | $871.2K | 0.04% | 00.0% | Unchanged |
| Keel Point, LLC | 7,547 | $868.1K | 0.07% | −188−2.4% | Reduced |
| Mather Group, LLC. | 7,538 | $867.0K | 0.01% | −3,061−28.9% | Reduced |
| Anchor Investment Management, LLC | 7,526 | $865.6K | 0.08% | −75−1.0% | Reduced |
| Means Investment Co., Inc. | 7,506 | $863.3K | 0.10% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 7,494 | $861.9K | 0.03% | −5−0.1% | Reduced |
| Ruggaard & Associates LLC | 7,421 | $853.5K | 0.37% | +73+1.0% | Added |
| Causeway Capital Management LLC | 7,382 | $849.1K | 0.02% | −194,953−96.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,496 | $848.0K | 0.01% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 7,334 | $843.6K | 0.07% | 00.0% | Unchanged |
| Puzo Michael J | 7,325 | $842.5K | 0.22% | −5,820−44.3% | Reduced |
| Romano Brothers and Company | 7,312 | $841.0K | 0.10% | −50−0.7% | Reduced |
| Tiaa Trust, National Association | 7,306 | $840.3K | 0.00% | +305+4.4% | Added |
| Marotta Asset Management | 7,270 | $836.2K | 0.16% | −108−1.5% | Reduced |
| Calamos Wealth Management LLC | 7,228 | $831.4K | 0.04% | +7,228 | New |
| Oxford Wealth Group, LLC | 7,223 | $830.8K | 0.68% | −2,973−29.2% | Reduced |
| Lantern Wealth Advisors, LLC | 7,200 | $828.1K | 0.57% | 00.0% | Unchanged |
| Twin City Private Wealth, LLC | 7,184 | $826.3K | 0.72% | −523−6.8% | Reduced |
| Gladstone Institutional Advisory LLC | 7,167 | $824.4K | 0.04% | −105−1.4% | Reduced |
| Net Worth Advisory Group | 7,150 | $822.4K | 0.24% | +7,150 | New |
| Keystone Financial Services | 7,137 | $820.9K | 0.32% | +501+7.5% | Added |
| Eqis Capital Management, Inc. | 7,116 | $818.5K | 0.07% | −1,555−17.9% | Reduced |
| Banco de Sabadell, S.A | 7,116 | $818.0K | 0.61% | −1,191−14.3% | Reduced |
| CNB Bank | 7,095 | $816.1K | 0.38% | −1,684−19.2% | Reduced |
| St. Clair Advisors, LLC | 7,092 | $815.7K | 0.23% | 00.0% | Unchanged |
| Group One Trading, L.P. | 7,091 | $815.6K | 0.03% | +500+7.6% | Added |
| Applied Finance Capital Management, LLC | 7,073 | $813.5K | 0.03% | +2,666+60.5% | Added |