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 |
|---|---|---|---|---|---|
| Financial & Tax Architects, LLC | 4,839 | $556.6K | 0.14% | +136+2.9% | Added |
| Joel Isaacson & Co., LLC | 4,837 | $556.4K | 0.03% | −25−0.5% | Reduced |
| Circle Wealth Management, LLC | 4,825 | $555.0K | 0.01% | −405−7.7% | Reduced |
| Private Trust Co NA | 4,821 | $554.5K | 0.06% | +355+7.9% | Added |
| Plancorp, LLC | 4,796 | $551.7K | 0.02% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 4,787 | $550.6K | 0.07% | −576−10.7% | Reduced |
| Cullinan Associates Inc | 4,700 | $543.9K | 0.03% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 4,720 | $539.6K | 0.03% | +2,080+78.8% | Added |
| Catalytic Wealth RIA, LLC | 4,689 | $539.3K | 0.09% | +822+21.3% | Added |
| Value Partners Investments Inc. | 4,660 | $536.9K | 0.04% | +120+2.6% | Added |
| Claro Advisors LLC | 4,638 | $533.5K | 0.07% | +4,638 | New |
| Rossmore Private Capital | 4,627 | $532.2K | 0.07% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 4,625 | $532.0K | 0.01% | +46+1.0% | Added |
| Cyndeo Wealth Partners, LLC | 4,602 | $529.3K | 0.04% | −234−4.8% | Reduced |
| Mraz, Amerine & Associates, Inc. | 4,592 | $528.2K | 0.10% | −1,706−27.1% | Reduced |
| Mesirow Financial Investment Management, Inc. | 4,573 | $526.0K | 0.01% | +119+2.7% | Added |
| Grimes & Company, Inc. | 4,571 | $525.8K | 0.01% | +16+0.4% | Added |
| Insigneo Advisory Services, LLC | 4,555 | $523.9K | 0.05% | +75+1.7% | Added |
| Aptus Capital Advisors, LLC | 4,547 | $523.0K | 0.01% | −69−1.5% | Reduced |
| Strategic Investment Advisors | 4,531 | $521.1K | 0.06% | −80−1.7% | Reduced |
| Wealth Group, Ltd. | 4,507 | $518.0K | 0.35% | −87−1.9% | Reduced |
| Stablepoint Partners, LLC | 4,487 | $516.1K | 0.09% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 4,480 | $515.2K | 0.10% | +3+0.1% | Added |
| Washington Trust Co | 4,465 | $513.6K | 0.02% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 4,445 | $511.3K | 0.07% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 4,442 | $510.9K | 0.11% | +26+0.6% | Added |
| Clear Harbor Asset Management, LLC | 4,423 | $508.7K | 0.04% | +100+2.3% | Added |
| Main Street Financial Solutions, LLC | 4,420 | $508.4K | 0.05% | +1,703+62.7% | Added |
| Violich Capital Management, Inc. | 4,412 | $507.0K | 0.07% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 4,375 | $503.2K | 0.09% | +1,375+45.8% | Added |
| Tranquilli Financial Advisor LLC | 4,354 | $500.8K | 0.31% | −28−0.6% | Reduced |
| Belpointe Asset Management LLC | 4,320 | $496.9K | 0.03% | −1,152−21.1% | Reduced |
| Goldstone Financial Group, LLC | 4,314 | $496.2K | 0.09% | +480+12.5% | Added |
| Chicago Trust Co NA | 4,304 | $495.0K | 0.09% | +361+9.2% | Added |
| Intellectus Partners, LLC | 4,261 | $490.1K | 0.13% | −81−1.9% | Reduced |
| LRI Investments, LLC | 4,734 | $489.5K | 0.05% | +2,566+118.4% | Added |
| Principle Wealth Partners LLC | 4,247 | $488.5K | 0.03% | 00.0% | Unchanged |
| Legal & General Group Plc | 4,247 | $488.5K | 0.00% | +123+3.0% | Added |
| Capital Investment Advisors, LLC | 4,225 | $485.9K | 0.01% | −413−8.9% | Reduced |
| Berkshire Bank | 4,222 | $485.6K | 0.11% | −193−4.4% | Reduced |
| Helen Stephens Group, LLC | 4,222 | $485.6K | 0.15% | 00.0% | Unchanged |
| Leonard Rickey Investment Advisors P.L.L.C. | 4,205 | $483.6K | 0.11% | −35−0.8% | Reduced |
| Simon Quick Advisors, LLC | 4,190 | $481.9K | 0.03% | +4,190 | New |
| Central Pacific Bank - Trust Division | 4,150 | $477.3K | 0.06% | −50−1.2% | Reduced |
| Walter & Keenan Financial Consulting Co | 4,150 | $477.3K | 0.15% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 4,130 | $475.0K | 0.34% | +30+0.7% | Added |
| YHB Investment Advisors, Inc. | 4,123 | $474.2K | 0.04% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,097 | $471.2K | 0.04% | −1,410−25.6% | Reduced |
| American National Bank | 4,096 | $471.1K | 0.06% | 00.0% | Unchanged |
| Nwam LLC | 4,069 | $468.0K | 0.03% | +4,069 | New |
| Wesbanco Bank Inc | 4,069 | $468.0K | 0.02% | −30−0.7% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 4,063 | $467.3K | 0.04% | −100−2.4% | Reduced |
| Meridian Wealth Management, LLC | 4,055 | $466.4K | 0.02% | +726+21.8% | Added |
| ICONIQ Capital, LLC | 4,054 | $466.3K | 0.01% | +4,054 | New |
| Curbstone Financial Management Corp | 4,044 | $465.1K | 0.10% | 00.0% | Unchanged |
| S.A. Mason LLC | 4,040 | $464.7K | 0.25% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 4,029 | $463.4K | 0.05% | +223+5.9% | Added |
| Seven Mile Advisory | 4,023 | $462.7K | 0.31% | +281+7.5% | Added |
| Thoroughbred Financial Services, LLC | 3,990 | $458.0K | 0.03% | −729−15.4% | Reduced |
| Freestone Capital Holdings, LLC | 3,960 | $455.5K | 0.02% | −80−2.0% | Reduced |
| Veracity Capital LLC | 3,960 | $455.5K | 0.17% | +716+22.1% | Added |
| Lindbrook Capital, LLC | 3,929 | $451.9K | 0.04% | +11+0.3% | Added |
| Twin Lakes Capital Management, LLC | 3,905 | $449.2K | 0.29% | 00.0% | Unchanged |
| Allworth Financial LP | 3,902 | $448.8K | 0.00% | +86+2.3% | Added |
| InTrack Investment Management Inc | 3,900 | $448.6K | 0.32% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 3,863 | $444.3K | 0.06% | −1,534−28.4% | Reduced |
| Essex Savings Bank | 3,863 | $444.3K | 0.11% | +1,200+45.1% | Added |
| D'Orazio & Associates, Inc. | 3,862 | $444.2K | 0.06% | +70+1.8% | Added |
| Baker Tilly Wealth Management, LLC | 3,861 | $444.1K | 0.20% | +225+6.2% | Added |
| Fiduciary Financial Group, LLC | 3,898 | $443.5K | 0.10% | +118+3.1% | Added |
| Aull & Monroe Investment Management Corp | 3,841 | $441.8K | 0.20% | 00.0% | Unchanged |
| Belvedere Trading LLC | 3,817 | $439.0K | 0.03% | +1,319+52.8% | Added |
| Optas, LLC | 3,807 | $437.9K | 0.10% | +221+6.2% | Added |
| Beck Mack & Oliver LLC | 3,800 | $437.1K | 0.01% | 00.0% | Unchanged |
| Convergence Financial, LLC | 3,794 | $436.4K | 0.09% | −1,489−28.2% | Reduced |
| Summit Financial, LLC | 3,790 | $435.9K | 0.02% | +339+9.8% | Added |
| Hollow Brook Wealth Management LLC | 3,788 | $435.7K | 0.13% | 00.0% | Unchanged |
| Riverview Trust Co | 3,763 | $432.8K | 0.38% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 3,744 | $430.6K | 0.16% | −41−1.1% | Reduced |
| Graypoint LLC | 3,741 | $430.3K | 0.03% | −18−0.5% | Reduced |
| Pinnacle Bancorp, Inc. | 3,737 | $429.8K | 0.11% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 3,734 | $429.5K | 0.01% | +393+11.8% | Added |
| Institute for Wealth Management, LLC. | 3,732 | $429.3K | 0.05% | +43+1.2% | Added |
| First Personal Financial Services | 3,720 | $427.9K | 0.09% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 3,699 | $427.7K | 0.10% | 00.0% | Unchanged |
| Notis-McConarty Edward | 3,715 | $427.3K | 0.19% | −7,146−65.8% | Reduced |
| Virtu Financial LLC | 3,714 | $427.0K | 0.02% | +3,714 | New |
| Abel Hall, LLC | 3,710 | $426.8K | 0.28% | +157+4.4% | Added |
| Glenview Trust Co | 3,707 | $426.4K | 0.01% | +12+0.3% | Added |
| Shufro Rose & Co LLC | 4,000 | $425.8K | 0.03% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 3,700 | $425.6K | 0.00% | −200−5.1% | Reduced |
| Cohen Investment Advisors LLC | 3,698 | $425.3K | 0.26% | −1,299−26.0% | Reduced |
| Parkside Financial Bank & Trust | 3,693 | $424.7K | 0.06% | −293−7.4% | Reduced |
| Cetera Trust Company, N.A | 3,687 | $424.1K | 0.26% | 00.0% | Unchanged |
| GQG Partners LLC | 3,678 | $423.0K | 0.00% | +1,203+48.6% | Added |
| Altfest L J & Co Inc | 3,677 | $423.0K | 0.06% | −740−16.8% | Reduced |
| Charter Trust Co | 3,669 | $422.0K | 0.03% | −350−8.7% | Reduced |
| Texas Yale Capital Corp. | 3,662 | $421.2K | 0.02% | +100+2.8% | Added |
| Sound View Wealth Advisors Group, LLC | 3,661 | $421.1K | 0.03% | 00.0% | Unchanged |
| Wedbush Securities Inc | 3,656 | $421.0K | 0.02% | −5,847−61.5% | Reduced |