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 |
|---|---|---|---|---|---|
| Burke & Herbert Bank & Trust Co | 3,654 | $420.3K | 0.10% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 3,599 | $414.0K | 0.33% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 3,598 | $413.8K | 0.04% | +171+5.0% | Added |
| Flagship Harbor Advisors, LLC | 3,580 | $411.8K | 0.02% | −68−1.9% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 3,580 | $411.8K | 0.24% | −17−0.5% | Reduced |
| Greenwood Gearhart Inc | 3,552 | $408.6K | 0.03% | −250−6.6% | Reduced |
| Pointe Capital Management LLC | 3,542 | $407.4K | 0.24% | −300−7.8% | Reduced |
| Independent Advisor Alliance | 3,536 | $406.7K | 0.01% | +41+1.2% | Added |
| Traveka Wealth, LLC | 3,525 | $405.4K | 0.21% | +128+3.8% | Added |
| Arete Wealth Advisors, LLC | 3,520 | $405.0K | 0.03% | −2,268−39.2% | Reduced |
| Wealth Alliance | 3,521 | $405.0K | 0.05% | −162−4.4% | Reduced |
| Equitable Holdings, Inc. | 3,519 | $404.8K | 0.00% | +199+6.0% | Added |
| Sachetta, LLC | 3,503 | $402.9K | 0.16% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 3,501 | $402.7K | 0.23% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 3,500 | $402.6K | 0.09% | 00.0% | Unchanged |
| LaFleur & Godfrey LLC | 3,497 | $402.2K | 0.06% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 3,495 | $402.0K | 0.08% | −65−1.8% | Reduced |
| Brighton Jones LLC | 3,487 | $401.1K | 0.02% | −1,912−35.4% | Reduced |
| Moloney Securities Asset Management, LLC | 3,486 | $401.0K | 0.05% | 00.0% | Unchanged |
| DF Dent & Co Inc | 3,465 | $398.5K | 0.00% | −360−9.4% | Reduced |
| Cypress Capital Group | 3,458 | $397.7K | 0.04% | +39+1.1% | Added |
| King Wealth | 3,450 | $397.0K | 0.06% | −100−2.8% | Reduced |
| Smith, Salley & Associates | 3,436 | $395.2K | 0.03% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 3,420 | $393.0K | 0.01% | +351+11.4% | Added |
| RNC Capital Management LLC | 3,682 | $392.0K | 0.02% | 00.0% | Unchanged |
| Three Seasons Wealth, LLC | 3,400 | $391.1K | 0.21% | +3,400 | New |
| Knightsbridge Asset Management, LLC | 3,394 | $390.4K | 0.09% | +240+7.6% | Added |
| Round Hill Asset Management | 3,392 | $390.1K | 0.26% | 00.0% | Unchanged |
| Acorn Creek Capital LLC | 3,388 | $389.7K | 0.21% | +77+2.3% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 3,377 | $388.4K | 0.28% | +3,377 | New |
| Mitchell Sinkler & Starr | 3,365 | $387.0K | 0.10% | +600+21.7% | Added |
| Icapital Wealth LLC | 3,352 | $385.5K | 0.21% | 00.0% | Unchanged |
| Prairie Sky Financial Group LLC | 3,350 | $385.3K | 0.22% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 3,340 | $384.2K | 0.03% | −65−1.9% | Reduced |
| Moneta Group Investment Advisors LLC | 3,338 | $384.0K | 0.01% | +3,048+1,051.0% | Added |
| Hendershot Investments Inc. | 3,331 | $383.1K | 0.05% | +200+6.4% | Added |
| Caldwell Trust Co | 3,330 | $383.0K | 0.04% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 3,325 | $382.4K | 0.08% | −74−2.2% | Reduced |
| Thomasville National Bank | 3,324 | $382.3K | 0.03% | −544−14.1% | Reduced |
| Argonautica Private Wealth Management, Inc | 3,319 | $381.8K | 0.13% | +14+0.4% | Added |
| Robertson Stephens Wealth Management, LLC | 3,316 | $381.4K | 0.01% | −140−4.1% | Reduced |
| Woodstock Corp | 3,292 | $378.6K | 0.04% | +14+0.4% | Added |
| Formidable Asset Management, LLC | 3,265 | $375.5K | 0.06% | −502−13.3% | Reduced |
| Brady Family Wealth, LLC | 3,260 | $375.0K | 0.11% | 00.0% | Unchanged |
| LCM Capital Management Inc | 3,255 | $374.4K | 0.22% | +53+1.7% | Added |
| Stiles Financial Services Inc | 3,249 | $373.9K | 0.13% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 3,250 | $373.9K | 0.00% | +132+4.2% | Added |
| Family Legacy, Inc. | 3,250 | $373.8K | 0.12% | 00.0% | Unchanged |
| Beddow Capital Management Inc | 3,240 | $373.0K | 0.15% | 00.0% | Unchanged |
| Dillon & Associates Inc | 3,234 | $372.0K | 0.05% | −1,815−35.9% | Reduced |
| Cromwell Holdings LLC | 3,213 | $369.6K | 0.24% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 3,216 | $369.4K | 0.01% | +996+44.9% | Added |
| Viawealth, LLC | 3,203 | $368.4K | 0.21% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 3,189 | $366.8K | 0.16% | −21−0.7% | Reduced |
| HM Payson & Co | 3,163 | $363.8K | 0.01% | +358+12.8% | Added |
| Capital Investment Advisory Services, LLC | 3,140 | $361.2K | 0.03% | −74−2.3% | Reduced |
| Angeles Wealth Management, LLC | 3,139 | $361.0K | 0.03% | −162−4.9% | Reduced |
| TCG Advisory Services, LLC | 3,138 | $360.9K | 0.02% | +10.0% | Added |
| Peddock Capital Advisors, LLC | 3,124 | $359.3K | 0.09% | 00.0% | Unchanged |
| Key Financial Inc | 3,116 | $358.4K | 0.08% | −24−0.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,115 | $358.3K | 0.01% | −882−22.1% | Reduced |
| Canopy Partners, LLC | 3,113 | $358.1K | 0.15% | 00.0% | Unchanged |
| Heck Capital Advisors, LLC | 3,106 | $357.3K | 0.04% | −3,270−51.3% | Reduced |
| PFG Investments, LLC | 3,098 | $356.3K | 0.02% | −78−2.5% | Reduced |
| Focus Financial Network, Inc. | 3,085 | $354.8K | 0.01% | +15+0.5% | Added |
| West Coast Financial LLC | 3,084 | $354.7K | 0.04% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 3,076 | $353.9K | 0.01% | −61−1.9% | Reduced |
| Gitterman Wealth Management, LLC | 3,075 | $353.6K | 0.15% | +51+1.7% | Added |
| Edge Capital Group, LLC | 3,067 | $352.8K | 0.02% | −17−0.6% | Reduced |
| Wimmer Associates 1, LLC | 3,064 | $352.4K | 0.17% | 00.0% | Unchanged |
| Belmont Capital, LLC | 3,058 | $351.7K | 0.06% | 00.0% | Unchanged |
| Wulff, Hansen & Co. | 3,045 | $350.2K | 0.33% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 3,039 | $349.5K | 0.03% | −307−9.2% | Reduced |
| Summit Financial Wealth Advisors, LLC | 3,038 | $349.4K | 0.07% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 3,037 | $349.3K | 0.03% | −8−0.3% | Reduced |
| Sentry LLC | 3,010 | $346.2K | 0.07% | −35−1.1% | Reduced |
| Almanack Investment Partners, LLC. | 3,010 | $346.2K | 0.05% | +13+0.4% | Added |
| Beacon Investment Advisors LLC | 3,000 | $345.1K | 0.16% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 2,999 | $345.0K | 0.08% | +218+7.8% | Added |
| Colonial Trust Co | 2,974 | $342.1K | 0.05% | −89−2.9% | Reduced |
| Wealthcare Advisory Partners LLC | 2,974 | $342.0K | 0.01% | +218+7.9% | Added |
| Hurlow Wealth Management Group, Inc. | 2,969 | $341.5K | 0.11% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 2,967 | $341.2K | 0.02% | +354+13.5% | Added |
| Paradigm Capital Management, LLC | 2,945 | $339.0K | 0.33% | +2,945 | New |
| Fifth Third Wealth Advisors LLC | 2,944 | $338.6K | 0.02% | +454+18.2% | Added |
| Independence Bank of Kentucky | 2,944 | $338.6K | 0.07% | +948+47.5% | Added |
| Buckingham Strategic Partners | 2,932 | $337.2K | 0.01% | +719+32.5% | Added |
| Beutel, Goodman & Co Ltd. | 2,925 | $336.0K | 0.00% | −1,480−33.6% | Reduced |
| Tompkins Financial Corp | 2,910 | $334.7K | 0.03% | 00.0% | Unchanged |
| Armor Investment Advisors, LLC | 2,878 | $331.0K | 0.14% | −141−4.7% | Reduced |
| High Net Worth Advisory Group LLC | 2,870 | $330.1K | 0.09% | 00.0% | Unchanged |
| Vicus Capital | 2,866 | $329.7K | 0.03% | −49−1.7% | Reduced |
| Weatherly Asset Management L. P. | 2,858 | $328.7K | 0.03% | 00.0% | Unchanged |
| Busey Wealth Management | 2,856 | $328.5K | 0.01% | −861−23.2% | Reduced |
| Enterprise Financial Services Corp | 2,856 | $328.5K | 0.19% | −60−2.1% | Reduced |
| Global Trust Asset Management, LLC | 2,852 | $328.1K | 0.12% | 00.0% | Unchanged |
| Dorchester Wealth Management Co | 2,845 | $327.2K | 0.06% | 00.0% | Unchanged |
| Chicago Capital, LLC | 2,830 | $325.6K | 0.01% | +190+7.2% | Added |
| Founders Financial Securities LLC | 2,820 | $324.4K | 0.03% | −12−0.4% | Reduced |
| Axxcess Wealth Management, LLC | 2,816 | $323.9K | 0.01% | −17−0.6% | Reduced |