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; 1,626 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, Q4 2024
Institutional positions in Novartis AG as of Dec 31, 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
- 1,345
- +54 vs. Q3 2024
- Shares held
- 130.4M
- −716.2K (−0.5%) vs. Q3 2024
- Total value
- $12.7B
- −$2.38B (−15.8%) vs. Q3 2024
- New holders
- 159
- 420 more added
- Sold out
- 105
- 469 more reduced
23 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 1,626 | $21.3B |
| Q1 2026 | 1,605 | $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, Q4 2024
Shares, value and share of portfolio for each institution holding Novartis AG; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dodge & Cox | 12,214,665 | $1.19B | 0.69% | −7,211−0.1% | Reduced |
| Primecap Management Co | 11,025,039 | $1.07B | 0.83% | −983,016−8.2% | Reduced |
| Dimensional Fund Advisors LP | 8,183,855 | $796.4M | 0.19% | +90,823+1.1% | Added |
| Morgan Stanley | 6,869,155 | $668.4M | 0.05% | −115,717−1.7% | Reduced |
| Loomis Sayles & Co L P | 5,576,961 | $542.7M | 0.68% | −192,677−3.3% | Reduced |
| Bank of America Corp | 4,548,803 | $442.6M | 0.04% | −415,527−8.4% | Reduced |
| Franklin Resources Inc | 4,355,598 | $423.8M | 0.12% | −21,444−0.5% | Reduced |
| Wellington Management Group LLP | 3,647,861 | $355.0M | 0.07% | −351,314−8.8% | Reduced |
| Renaissance Technologies LLC | 2,668,849 | $259.7M | 0.38% | +368,171+16.0% | Added |
| Principal Financial Group Inc | 2,426,926 | $236.2M | 0.13% | −42,642−1.7% | Reduced |
| Janus Henderson Group PLC | 2,358,523 | $229.5M | 0.12% | −183,338−7.2% | Reduced |
| Goldman Sachs Group Inc | 2,283,233 | $222.2M | 0.04% | −1,202,998−34.5% | Reduced |
| Cullen Capital Management LLC | 2,156,619 | $209.9M | 2.44% | −95,349−4.2% | Reduced |
| Northern Trust Corp | 2,132,591 | $207.5M | 0.03% | +399,862+23.1% | Added |
| Fisher Asset Management, LLC | 2,002,959 | $194.9M | 0.08% | +296,950+17.4% | Added |
| BlackRock, Inc. | 1,963,956 | $191.1M | 0.00% | +16,051+0.8% | Added |
| Envestnet Asset Management Inc | 1,938,731 | $188.7M | 0.06% | −14,966−0.8% | Reduced |
| Wells Fargo & Company | 1,897,571 | $184.7M | 0.04% | −86,276−4.3% | Reduced |
| UBS Group AG | 1,697,511 | $165.2M | 0.04% | +327,690+23.9% | Added |
| State Street Corp | 1,640,338 | $159.6M | 0.01% | −54,971−3.2% | Reduced |
| FMR LLC | 1,317,458 | $128.2M | 0.01% | −35,954−2.7% | Reduced |
| Scharf Investments, LLC | 1,203,323 | $117.1M | 3.47% | −74,470−5.8% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 1,161,139 | $113.0M | 0.34% | +52,044+4.7% | Added |
| Raymond James Financial Inc | 907,812 | $88.3M | 0.03% | +907,812 | New |
| Capital Research Global Investors | 907,138 | $88.3M | 0.02% | +1,703+0.2% | Added |
| Natixis Advisors, L.P. | 872,465 | $84.9M | 0.16% | −66,379−7.1% | Reduced |
| Earnest Partners LLC | 795,911 | $77.5M | 0.35% | −13,236−1.6% | Reduced |
| Truist Financial Corp | 771,655 | $75.1M | 0.12% | +27,092+3.6% | Added |
| Bank of New York Mellon Corp | 711,245 | $69.2M | 0.01% | −49,388−6.5% | Reduced |
| Mondrian Investment Partners LTD | 658,003 | $68.9M | 1.14% | −342,156−34.2% | Reduced |
| Qube Research & Technologies Ltd | 634,574 | $61.8M | 0.10% | +476,420+301.2% | Added |
| D. E. Shaw & Co., Inc. | 612,379 | $59.6M | 0.07% | +563,955+1,164.6% | Added |
| Bristol John W & Co Inc | 609,682 | $59.3M | 0.97% | −14,027−2.2% | Reduced |
| Royal Bank of Canada | 590,722 | $57.5M | 0.01% | +4,819+0.8% | Added |
| Citadel Advisors LLC | 588,188 | $57.2M | 0.05% | +406,007+222.9% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 577,901 | $56.2M | 0.18% | −87,118−13.1% | Reduced |
| First Trust Advisors LP | 562,487 | $54.7M | 0.05% | +49,752+9.7% | Added |
| Clark Capital Management Group, Inc. | 556,302 | $54.1M | 0.38% | −16,463−2.9% | Reduced |
| CI Private Wealth, LLC | 541,528 | $52.7M | 0.09% | −38,264−6.6% | Reduced |
| Bank of Montreal | 540,312 | $52.6M | 0.03% | −240,668−30.8% | Reduced |
| SEI Investments Co | 531,885 | $51.8M | 0.07% | +16,519+3.2% | Added |
| Harvest Portfolios Group Inc. | 530,340 | $51.6M | 1.72% | +32,077+6.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 528,682 | $51.6M | 0.21% | +296,890+128.1% | Added |
| CIBC Private Wealth Group, LLC | 451,562 | $45.3M | 0.08% | −41,094−8.3% | Reduced |
| D.A. Davidson & Co. | 464,582 | $45.2M | 0.37% | −22,558−4.6% | Reduced |
| American Century Companies Inc | 453,393 | $44.1M | 0.03% | −55,825−11.0% | Reduced |
| LPL Financial LLC | 450,219 | $43.8M | 0.02% | +18,630+4.3% | Added |
| NewEdge Wealth, LLC | 424,648 | $41.3M | 0.72% | +32,398+8.3% | Added |
| JPMorgan Chase & Co | 423,142 | $41.2M | 0.00% | +111,066+35.6% | Added |
| Pacer Advisors, Inc. | 400,010 | $38.9M | 0.09% | +15,008+3.9% | Added |
| TCTC Holdings, LLC | 394,690 | $38.4M | 1.38% | −322−0.1% | Reduced |
| Todd Asset Management LLC | 391,181 | $38.1M | 0.91% | −3,157−0.8% | Reduced |
| Creative Planning | 353,759 | $34.4M | 0.03% | +8,808+2.6% | Added |
| Ameriprise Financial Inc | 350,963 | $34.1M | 0.01% | −73,865−17.4% | Reduced |
| Susquehanna International Group, LLP | 330,822 | $32.2M | 0.05% | +271,419+456.9% | Added |
| Van Eck Associates Corp | 327,614 | $31.9M | 0.04% | +16,901+5.4% | Added |
| Woodley Farra Manion Portfolio Management Inc | 326,531 | $31.8M | 1.58% | +3,431+1.1% | Added |
| Saturna Capital CORP | 320,266 | $31.2M | 0.42% | +2,248+0.7% | Added |
| Cerity Partners LLC | 310,489 | $31.0M | 0.07% | −4,999−1.6% | Reduced |
| GW Henssler & Associates Ltd | 246,796 | $28.4M | 1.63% | −4,082−1.6% | Reduced |
| Millennium Management LLC | 286,587 | $27.9M | 0.02% | +246,394+613.0% | Added |
| Assetmark, Inc | 265,682 | $25.9M | 0.07% | +41,686+18.6% | Added |
| Financial Counselors Inc | 258,224 | $25.1M | 0.37% | −1,589−0.6% | Reduced |
| Commonwealth Equity Services, LLC | 253,467 | $24.7M | 0.04% | +49,957+24.5% | Added |
| Janney Montgomery Scott LLC | 249,622 | $24.3M | 0.07% | +4,624+1.9% | Added |
| US Bancorp | 248,540 | $24.2M | 0.03% | +5,913+2.4% | Added |
| Teachers Retirement System of the State of Kentucky | 246,250 | $24.0M | 0.21% | +16,450+7.2% | Added |
| Invesco Ltd. | 239,742 | $23.3M | 0.00% | +37,016+18.3% | Added |
| HighTower Advisors, LLC | 235,353 | $22.9M | 0.03% | −55,507−19.1% | Reduced |
| Mariner, LLC | 235,218 | $22.9M | 0.04% | +32,170+15.8% | Added |
| Foresight Global Investors, Inc. | 232,366 | $22.6M | 16.52% | +7,550+3.4% | Added |
| Oppenheimer Asset Management Inc. | 228,994 | $22.3M | 0.27% | −907−0.4% | Reduced |
| Martin Investment Management, LLC | 227,083 | $22.1M | 6.07% | −7,553−3.2% | Reduced |
| Stifel Financial Corp | 221,396 | $21.5M | 0.02% | +2,369+1.1% | Added |
| Citigroup Inc | 216,336 | $21.1M | 0.02% | −77,842−26.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 215,445 | $21.0M | 0.18% | −17,917−7.7% | Reduced |
| First Financial Bankshares Inc | 214,585 | $20.9M | 0.45% | +3,777+1.8% | Added |
| The PNC Financial Services Group, Inc. | 212,388 | $20.7M | 0.01% | −8,439−3.8% | Reduced |
| Brandes Investment Partners, LP | 209,770 | $20.4M | 0.23% | −3,989−1.9% | Reduced |
| Abc Arbitrage SA | 203,424 | $19.8M | 2.84% | +203,424 | New |
| Brown Advisory Inc | 199,417 | $19.4M | 0.02% | −3,341−1.6% | Reduced |
| Managed Asset Portfolios, LLC | 193,017 | $18.8M | 2.78% | −342−0.2% | Reduced |
| Godsey & Gibb Associates | 192,287 | $18.7M | 1.87% | +949+0.5% | Added |
| QRG Capital Management, Inc. | 187,782 | $18.3M | 0.19% | +10,519+5.9% | Added |
| Wilkins Investment Counsel Inc | 166,782 | $16.2M | 2.35% | −21,274−11.3% | Reduced |
| Charles Schwab Investment Management Inc | 165,442 | $16.1M | 0.00% | +8,186+5.2% | Added |
| Grandfield & Dodd, LLC | 163,675 | $15.9M | 0.98% | +1,312+0.8% | Added |
| M&T Bank Corp | 159,106 | $15.5M | 0.05% | −1,960−1.2% | Reduced |
| Douglas Lane & Associates, LLC | 157,974 | $15.4M | 0.22% | −6,879−4.2% | Reduced |
| Boston Common Asset Management, LLC | 156,774 | $15.3M | 0.44% | −9,399−5.7% | Reduced |
| Promethos Capital, LLC | 156,088 | $15.2M | 5.36% | +15,012+10.6% | Added |
| Oak Associates, Ltd | 152,034 | $14.8M | 1.02% | 00.0% | Unchanged |
| MML Investors Services, LLC | 148,532 | $14.5M | 0.05% | +19,331+15.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 145,836 | $14.2M | 0.03% | +43,418+42.4% | Added |
| Mercer Global Advisors Inc | 145,759 | $14.2M | 0.03% | −2,411−1.6% | Reduced |
| Jane Street Group, LLC | 143,245 | $13.9M | 0.02% | +84,291+143.0% | Added |
| First Fiduciary Investment Counsel, Inc. | 142,096 | $13.8M | 2.81% | +1,645+1.2% | Added |
| Coleford Investment Management Ltd. | 142,062 | $13.8M | 3.65% | +142,062 | New |
| Quantinno Capital Management LP | 140,356 | $13.7M | 0.13% | +16,966+13.7% | Added |
| John G Ullman & Associates Inc | 139,390 | $13.6M | 2.00% | −2,076−1.5% | Reduced |