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 |
|---|---|---|---|---|---|
| Central Trust Co | 7,068 | $813.0K | 0.02% | −318−4.3% | Reduced |
| Cookson Peirce & Co Inc | 7,056 | $811.6K | 0.04% | +9+0.1% | Added |
| Douglass Winthrop Advisors, LLC | 7,008 | $806.1K | 0.02% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 7,020 | $802.5K | 0.06% | −1,381−16.4% | Reduced |
| Jacobi Capital Management LLC | 6,935 | $797.7K | 0.06% | +443+6.8% | Added |
| Global Retirement Partners, LLC | 6,864 | $789.5K | 0.02% | +394+6.1% | Added |
| Lantz Financial LLC | 6,862 | $789.3K | 0.21% | −199−2.8% | Reduced |
| Kimelman & Baird, LLC | 6,850 | $787.9K | 0.06% | −50−0.7% | Reduced |
| Klingenstein Fields & Co LP | 6,797 | $781.8K | 0.03% | 00.0% | Unchanged |
| Change Path, LLC | 6,772 | $779.0K | 0.03% | +6,772 | New |
| Kennedy Investment Group | 6,750 | $776.4K | 0.36% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 6,701 | $770.7K | 0.02% | 00.0% | Unchanged |
| Ascent Group, LLC | 6,691 | $769.6K | 0.06% | +275+4.3% | Added |
| Liberty One Investment Management, LLC | 6,621 | $761.5K | 0.08% | −322−4.6% | Reduced |
| Hartford Funds Management Co LLC | 6,612 | $760.5K | 0.07% | +126+1.9% | Added |
| Peoples Bank | 6,538 | $752.0K | 0.50% | −35−0.5% | Reduced |
| Radnor Capital Management, LLC | 6,525 | $751.0K | 0.11% | +600+10.1% | Added |
| Dakota Wealth Management | 6,514 | $749.2K | 0.02% | +68+1.1% | Added |
| Fulton Bank, N.A. | 6,496 | $747.2K | 0.03% | +267+4.3% | Added |
| Neville Rodie & Shaw Inc | 6,460 | $743.0K | 0.05% | 00.0% | Unchanged |
| Stephens Inc | 6,415 | $737.9K | 0.01% | −642−9.1% | Reduced |
| Salem Investment Counselors Inc | 6,362 | $731.8K | 0.02% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 6,356 | $731.1K | 0.00% | +200+3.2% | Added |
| Jeppson Wealth Management, LLC | 6,353 | $730.7K | 0.26% | 00.0% | Unchanged |
| Clarius Group, LLC | 6,319 | $726.8K | 0.05% | −1,434−18.5% | Reduced |
| Rehmann Capital Advisory Group | 6,314 | $726.3K | 0.05% | −518−7.6% | Reduced |
| J.W. Cole Advisors, Inc. | 6,310 | $725.8K | 0.03% | +257+4.2% | Added |
| Visionary Horizons, LLC | 6,260 | $720.0K | 0.48% | −40−0.6% | Reduced |
| CFO4Life Group, LLC | 6,240 | $717.8K | 0.13% | +908+17.0% | Added |
| NTV Asset Management LLC | 6,221 | $715.5K | 0.10% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 6,210 | $714.3K | 0.30% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 6,210 | $714.3K | 0.01% | +516+9.1% | Added |
| McDaniel Terry & Co | 6,190 | $712.0K | 0.06% | +370+6.4% | Added |
| Arkadios Wealth Advisors | 6,151 | $707.5K | 0.04% | −870−12.4% | Reduced |
| Motco | 6,144 | $706.7K | 0.07% | +75+1.2% | Added |
| Heritage Wealth Management, Inc. | 6,136 | $705.8K | 0.23% | 00.0% | Unchanged |
| Wedmont Private Capital | 6,190 | $704.8K | 0.04% | +316+5.4% | Added |
| Diversify Wealth Management, LLC | 6,168 | $703.6K | 0.07% | +6,168 | New |
| Gilliland Jeter Wealth Management LLC | 6,098 | $701.4K | 0.23% | +5,898+2,949.0% | Added |
| AE Wealth Management LLC | 6,095 | $701.0K | 0.01% | −221−3.5% | Reduced |
| Berkeley Capital Partners, LLC | 6,016 | $692.0K | 0.20% | −12,188−67.0% | Reduced |
| Heritage Family Offices, LLP | 5,995 | $689.5K | 0.36% | +65+1.1% | Added |
| Mitchell McLeod Pugh & Williams Inc | 5,979 | $687.7K | 0.14% | +25+0.4% | Added |
| Engineers Gate Manager LP | 5,927 | $681.7K | 0.01% | −6,721−53.1% | Reduced |
| Regions Financial Corp | 5,908 | $679.5K | 0.00% | +38+0.6% | Added |
| Sivia Capital Partners, LLC | 5,904 | $679.1K | 0.40% | +332+6.0% | Added |
| Cascade Financial Partners, LLC | 5,930 | $677.9K | 0.08% | +292+5.2% | Added |
| Spears Abacus Advisors LLC | 5,878 | $676.1K | 0.01% | −574−8.9% | Reduced |
| Cullen Investment Group, Ltd. | 5,855 | $673.4K | 0.10% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 5,831 | $670.7K | 0.06% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 5,827 | $670.2K | 0.12% | −33−0.6% | Reduced |
| Allen Wealth Management, LLC | 5,788 | $665.7K | 0.46% | +100+1.8% | Added |
| Penbrook Management LLC | 5,760 | $662.5K | 0.43% | 00.0% | Unchanged |
| StrongBox Wealth, LLC | 5,730 | $659.1K | 0.28% | +592+11.5% | Added |
| Centaurus Financial, Inc. | 5,728 | $659.0K | 0.04% | +98+1.7% | Added |
| CVA Family Office, LLC | 5,722 | $658.1K | 0.11% | 00.0% | Unchanged |
| Delaney Dennis R | 5,690 | $654.5K | 0.34% | −7,788−57.8% | Reduced |
| Bailard, Inc. | 5,680 | $653.3K | 0.02% | +1,593+39.0% | Added |
| Toroso Investments, LLC | 5,680 | $653.3K | 0.01% | +1,114+24.4% | Added |
| Venturi Wealth Management, LLC | 5,648 | $649.6K | 0.03% | +27+0.5% | Added |
| E&G Advisors, LP | 5,638 | $648.4K | 0.18% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 6,080 | $647.3K | 0.11% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 5,574 | $641.1K | 0.20% | −124−2.2% | Reduced |
| TD Waterhouse Canada Inc. | 5,550 | $638.1K | 0.01% | −13−0.2% | Reduced |
| BancorpSouth Bank | 5,534 | $636.5K | 0.04% | −20−0.4% | Reduced |
| St Germain D J Co Inc | 5,492 | $631.7K | 0.03% | 00.0% | Unchanged |
| Ignite Planners, LLC | 5,489 | $631.3K | 0.14% | −93−1.7% | Reduced |
| Smartleaf Asset Management LLC | 5,454 | $630.5K | 0.08% | +2,239+69.6% | Added |
| Patton Albertson Miller Group, LLC | 5,459 | $627.9K | 0.09% | −7−0.1% | Reduced |
| GAMMA Investing LLC | 5,437 | $625.4K | 0.06% | +1,359+33.3% | Added |
| Modera Wealth Management, LLC | 5,435 | $625.1K | 0.01% | +150+2.8% | Added |
| MB, Levis & Associates, LLC | 5,410 | $622.3K | 0.31% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 5,384 | $619.3K | 0.08% | −405−7.0% | Reduced |
| Kennebec Savings Bank | 5,382 | $619.0K | 0.61% | +5,382 | New |
| First City Capital Management, Inc. | 5,361 | $616.6K | 0.32% | +25+0.5% | Added |
| Forza Wealth Management, LLC | 5,349 | $615.2K | 0.28% | +30+0.6% | Added |
| Lazard Asset Management LLC | 5,292 | $608.0K | 0.00% | −46−0.9% | Reduced |
| Carr Financial Group Corp | 5,280 | $607.3K | 0.18% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 5,244 | $603.2K | 0.24% | +204+4.0% | Added |
| Canal Capital Management, LLC | 5,240 | $602.7K | 0.10% | +56+1.1% | Added |
| Sigma Planning Corp | 5,230 | $601.6K | 0.02% | −288−5.2% | Reduced |
| Gradient Investments LLC | 5,214 | $599.7K | 0.01% | −99−1.9% | Reduced |
| Summit Trail Advisors, LLC | 5,177 | $595.4K | 0.01% | −376−6.8% | Reduced |
| American Trust Investment Advisors, LLC | 5,175 | $595.2K | 0.24% | +115+2.3% | Added |
| Cordatus Wealth Management LLC | 5,165 | $594.0K | 0.21% | 00.0% | Unchanged |
| First American Trust, FSB | 5,112 | $588.0K | 0.06% | −157−3.0% | Reduced |
| Diversified Trust Co | 5,099 | $586.5K | 0.01% | +229+4.7% | Added |
| Capital Analysts, LLC | 5,083 | $585.0K | 0.02% | +563+12.5% | Added |
| Alhambra Investment Partners LLC | 5,034 | $579.0K | 0.30% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 5,013 | $576.6K | 0.04% | +3,054+155.9% | Added |
| MMBG Investment Advisors Co. | 5,002 | $575.3K | 0.06% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 5,000 | $575.1K | 0.08% | −1,200−19.4% | Reduced |
| Northwest Capital Management Inc | 5,000 | $575.1K | 0.21% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 5,000 | $575.0K | 0.28% | +5,000 | New |
| Ariadne Wealth Management, LP | 5,367 | $574.7K | 0.31% | +5,367 | New |
| Valley Brook Capital Group | 4,959 | $570.4K | 0.41% | 00.0% | Unchanged |
| Seeds Investor LLC | 4,959 | $570.4K | 0.21% | +728+17.2% | Added |
| Gallacher Capital Management LLC | 4,936 | $567.7K | 0.26% | −45−0.9% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 4,916 | $565.4K | 0.30% | 00.0% | Unchanged |
| North Star Asset Management Inc | 4,876 | $560.8K | 0.03% | −75−1.5% | Reduced |