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 |
|---|---|---|---|---|---|
| Sandy Spring Bank | 12,274 | $1.19M | 0.05% | −684−5.3% | Reduced |
| Greenwich Wealth Management LLC | 12,378 | $1.21M | 0.08% | +653+5.6% | Added |
| Stratos Wealth Partners, LTD. | 12,385 | $1.21M | 0.02% | −64−0.5% | Reduced |
| Glass Wealth Management Co LLC | 12,460 | $1.21M | 0.66% | 00.0% | Unchanged |
| Synovus Financial Corp | 12,453 | $1.21M | 0.02% | −6,704−35.0% | Reduced |
| Horizon Kinetics Asset Management LLC | 12,547 | $1.22M | 0.02% | +403+3.3% | Added |
| Guggenheim Capital LLC | 12,568 | $1.22M | 0.01% | −1,706−12.0% | Reduced |
| TD Private Client Wealth LLC | 12,580 | $1.22M | 0.03% | +134+1.1% | Added |
| DGS Capital Management, LLC | 12,601 | $1.23M | 0.31% | +1,918+18.0% | Added |
| Arnhold LLC | 12,636 | $1.23M | 0.12% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 12,682 | $1.23M | 0.04% | −6,605−34.2% | Reduced |
| Boit C F David | 12,800 | $1.25M | 0.63% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 12,801 | $1.25M | 0.18% | −1,183−8.5% | Reduced |
| Strategic Global Advisors, LLC | 12,811 | $1.25M | 0.23% | +920+7.7% | Added |
| Abundance Wealth Counselors | 12,841 | $1.25M | 0.27% | +89+0.7% | Added |
| WSFS Capital Management, LLC | 12,884 | $1.25M | 0.07% | +100+0.8% | Added |
| Boston Family Office LLC | 12,935 | $1.26M | 0.09% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 12,954 | $1.26M | 0.11% | −4,816−27.1% | Reduced |
| Semmax Financial Advisors Inc. | 11,739 | $1.26M | 0.34% | +655+5.9% | Added |
| Physicians Financial Services, Inc. | 13,068 | $1.27M | 0.39% | −250−1.9% | Reduced |
| Snowden Capital Advisors LLC | 13,099 | $1.27M | 0.04% | −733−5.3% | Reduced |
| Arjuna Capital | 13,106 | $1.28M | 0.34% | −198−1.5% | Reduced |
| Albert D Mason Inc | 13,254 | $1.29M | 0.86% | −223−1.7% | Reduced |
| AIMZ Investment Advisors, LLC | 13,288 | $1.29M | 0.45% | −100−0.7% | Reduced |
| Sepio Capital, LP | 13,668 | $1.33M | 0.11% | −19−0.1% | Reduced |
| Milestone Asset Management, LLC | 13,701 | $1.33M | 0.29% | +13,701 | New |
| Legacy Financial Advisors, Inc. | 13,721 | $1.34M | 0.22% | +2,635+23.8% | Added |
| Parsons Capital Management Inc | 13,738 | $1.34M | 0.07% | −1,078−7.3% | Reduced |
| Solutions 4 Wealth, Ltd | 13,817 | $1.34M | 2.43% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 13,875 | $1.35M | 0.05% | −930−6.3% | Reduced |
| Aaron Wealth Advisors | 14,117 | $1.37M | 0.16% | +986+7.5% | Added |
| Roberts Glore & Co Inc | 14,139 | $1.38M | 0.41% | −195−1.4% | Reduced |
| Old National Bancorp | 14,257 | $1.39M | 0.03% | +220+1.6% | Added |
| Delphi Management Inc | 14,309 | $1.39M | 1.35% | +1,128+8.6% | Added |
| Voya Financial Advisors, Inc. | 14,388 | $1.40M | 0.15% | +742+5.4% | Added |
| Parallel Advisors, LLC | 14,417 | $1.40M | 0.03% | +496+3.6% | Added |
| Schechter Investment Advisors, LLC | 14,426 | $1.40M | 0.11% | −1,817−11.2% | Reduced |
| First Horizon Advisors, Inc. | 14,445 | $1.41M | 0.04% | +56+0.4% | Added |
| Fox Run Management, L.L.C. | 14,489 | $1.41M | 0.26% | −158−1.1% | Reduced |
| Marco Investment Management LLC | 14,595 | $1.42M | 0.12% | −300−2.0% | Reduced |
| Stonebridge Capital Management Inc | 14,625 | $1.42M | 0.58% | −150−1.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 14,661 | $1.43M | 0.04% | +213+1.5% | Added |
| Lowe Brockenbrough & Co Inc | 14,743 | $1.43M | 0.09% | −618−4.0% | Reduced |
| SevenBridge Financial Group, LLC | 13,333 | $1.44M | 0.27% | −710−5.1% | Reduced |
| Park National Corp | 14,788 | $1.44M | 0.05% | −158−1.1% | Reduced |
| BTC Capital Management, Inc. | 14,910 | $1.45M | 0.13% | +1,608+12.1% | Added |
| Northstar Asset Management LLC | 14,875 | $1.45M | 0.33% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 15,000 | $1.46M | 0.35% | −1,625−9.8% | Reduced |
| Richard P Slaughter Associates Inc | 15,024 | $1.46M | 0.33% | −448−2.9% | Reduced |
| Pine Valley Investments Ltd Liability Co | 15,037 | $1.46M | 0.10% | 00.0% | Unchanged |
| Mosaic Financial Group, LLC | 15,079 | $1.47M | 1.05% | +588+4.1% | Added |
| IAM Advisory, LLC | 15,160 | $1.48M | 0.37% | +247+1.7% | Added |
| Empire Financial Management Company, LLC | 15,273 | $1.49M | 0.46% | +899+6.3% | Added |
| AlphaCentric Advisors LLC | 15,719 | $1.53M | 1.53% | +15,719 | New |
| Kennedy Capital Management, Inc. | 15,840 | $1.54M | 0.03% | +15,840 | New |
| Hantz Financial Services, Inc. | 15,864 | $1.54M | 0.03% | −370−2.3% | Reduced |
| Lester Murray Antman dba SimplyRich | 15,892 | $1.55M | 0.44% | −1,012−6.0% | Reduced |
| Atomi Financial Group, Inc. | 15,933 | $1.55M | 0.08% | −2,458−13.4% | Reduced |
| Altman Advisors, Inc. | 15,944 | $1.55M | 0.66% | +288+1.8% | Added |
| Ellevest, Inc. | 15,970 | $1.55M | 0.09% | −2,326−12.7% | Reduced |
| Aptus Capital Advisors, LLC | 16,026 | $1.56M | 0.02% | +11,479+252.5% | Added |
| TD Asset Management Inc | 16,055 | $1.56M | 0.00% | −52−0.3% | Reduced |
| Highland Capital Management, LLC | 16,112 | $1.57M | 0.09% | −400−2.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 16,138 | $1.57M | 0.09% | −164−1.0% | Reduced |
| Lido Advisors, LLC | 16,178 | $1.57M | 0.01% | +1,081+7.2% | Added |
| Ascent Wealth Partners, LLC | 16,203 | $1.58M | 0.21% | +169+1.1% | Added |
| Patten Group, Inc. | 16,341 | $1.59M | 0.35% | −46−0.3% | Reduced |
| Arvest Investments, Inc. | 16,376 | $1.59M | 0.25% | −1,159−6.6% | Reduced |
| Csenge Advisory Group | 16,395 | $1.60M | 0.09% | +6,369+63.5% | Added |
| Dynamic Advisor Solutions LLC | 16,536 | $1.61M | 0.07% | −92−0.6% | Reduced |
| Palisade Asset Management, LLC | 16,624 | $1.62M | 0.16% | 00.0% | Unchanged |
| Rothschild Investment LLC | 16,682 | $1.62M | 0.11% | +101+0.6% | Added |
| Kestra Private Wealth Services, LLC | 16,780 | $1.63M | 0.03% | +292+1.8% | Added |
| Benedict Financial Advisors Inc | 16,826 | $1.64M | 0.40% | −35−0.2% | Reduced |
| Advisors Management Group Inc | 17,022 | $1.66M | 0.39% | −187−1.1% | Reduced |
| Somerville Kurt F | 17,128 | $1.67M | 0.28% | −7,980−31.8% | Reduced |
| Checchi Capital Advisers, LLC | 17,312 | $1.68M | 0.13% | −250−1.4% | Reduced |
| Perigon Wealth Management, LLC | 17,246 | $1.69M | 0.04% | −15−0.1% | Reduced |
| FORA Capital, LLC | 17,380 | $1.69M | 0.19% | +17,380 | New |
| Evergreen Capital Management LLC | 17,466 | $1.70M | 0.06% | +2,855+19.5% | Added |
| Atlantic Union Bankshares Corp | 17,503 | $1.70M | 0.10% | −208−1.2% | Reduced |
| Prospera Financial Services Inc | 17,611 | $1.71M | 0.04% | +484+2.8% | Added |
| Gluskin Sheff & Assoc Inc | 17,700 | $1.72M | 0.21% | −20,033−53.1% | Reduced |
| Nichols & Pratt Advisers LLP | 17,722 | $1.72M | 0.11% | −19,625−52.5% | Reduced |
| Greenleaf Trust | 17,793 | $1.73M | 0.02% | +192+1.1% | Added |
| Marietta Investment Partners LLC | 17,814 | $1.73M | 0.38% | −3,340−15.8% | Reduced |
| Headinvest, LLC | 17,851 | $1.74M | 0.33% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 17,872 | $1.74M | 0.00% | +17,872 | New |
| Independent Investors Inc | 17,900 | $1.74M | 0.34% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 18,007 | $1.75M | 0.15% | +1,302+7.8% | Added |
| Quadrant Capital Group LLC | 18,100 | $1.76M | 0.12% | +352+2.0% | Added |
| Quartz Partners, LLC | 18,163 | $1.77M | 1.08% | +853+4.9% | Added |
| Johnson Investment Counsel Inc | 18,290 | $1.78M | 0.02% | −250−1.3% | Reduced |
| Jamison Private Wealth Management, Inc. | 18,398 | $1.79M | 0.26% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 18,415 | $1.79M | 0.03% | −444−2.4% | Reduced |
| Dorsey Wright & Associates | 18,708 | $1.82M | 0.43% | −1,910−9.3% | Reduced |
| Foster & Motley Inc | 18,717 | $1.82M | 0.12% | −221−1.2% | Reduced |
| West Oak Capital, LLC | 18,778 | $1.83M | 0.65% | +125+0.7% | Added |
| Abbot Financial Management, Inc. | 18,889 | $1.84M | 0.92% | −30−0.2% | Reduced |
| CIBC Asset Management Inc | 19,109 | $1.84M | 0.01% | +20+0.1% | Added |