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, 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 | 1,625 | $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, 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 |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 19,023 | $1.85M | 0.03% | −628−3.2% | Reduced |
| Optimist Retirement Group LLC | 19,066 | $1.86M | 0.88% | −247−1.3% | Reduced |
| Ballentine Partners, LLC | 19,234 | $1.87M | 0.03% | +824+4.5% | Added |
| Cloverfields Capital Group, LP | 19,378 | $1.89M | 0.61% | +1,200+6.6% | Added |
| Trust Co of Toledo NA | 19,405 | $1.89M | 0.25% | −248−1.3% | Reduced |
| Old Port Advisors | 19,546 | $1.90M | 0.55% | −31−0.2% | Reduced |
| National Asset Management, Inc. | 19,769 | $1.92M | 0.06% | −2,783−12.3% | Reduced |
| Massachusetts Financial Services Co | 19,772 | $1.92M | 0.00% | +19,772 | New |
| NorthCrest Asset Manangement, LLC | 19,818 | $1.93M | 0.06% | −37,716−65.6% | Reduced |
| Family Management Corp | 20,127 | $1.96M | 0.32% | +20,127 | New |
| First Hawaiian Bank | 20,219 | $1.97M | 0.06% | −577−2.8% | Reduced |
| Ipswich Investment Management Co., Inc. | 20,227 | $1.97M | 0.47% | 00.0% | Unchanged |
| WCG Wealth Advisors LLC | 20,364 | $1.98M | 0.13% | +1,091+5.7% | Added |
| Triasima Portfolio Management inc. | 20,498 | $1.99M | 0.39% | −11,777−36.5% | Reduced |
| Coastline Trust Co | 20,621 | $2.01M | 0.23% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 20,653 | $2.01M | 0.13% | −220−1.1% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 20,736 | $2.02M | 0.29% | +20,736 | New |
| Great Lakes Advisors, LLC | 20,902 | $2.03M | 0.02% | +2,048+10.9% | Added |
| Everett Harris & Co | 21,048 | $2.05M | 0.03% | −375−1.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 21,155 | $2.06M | 0.17% | −1,012−4.6% | Reduced |
| Kahn Brothers Group Inc | 21,181 | $2.06M | 0.45% | +3,600+20.5% | Added |
| Commerce Bank | 21,232 | $2.07M | 0.01% | −405−1.9% | Reduced |
| Blue Square Asset Management, LLC | 21,537 | $2.10M | 1.04% | +427+2.0% | Added |
| Beacon Financial Group | 21,630 | $2.10M | 0.23% | −219−1.0% | Reduced |
| apricus wealth, LLC | 21,813 | $2.12M | 1.38% | +600+2.8% | Added |
| Denali Advisors LLC | 22,112 | $2.15M | 0.23% | +417+1.9% | Added |
| Mitchell & Pahl Private Wealth, LLC | 22,184 | $2.16M | 1.01% | +1,219+5.8% | Added |
| Arvest Bank Trust Division | 22,379 | $2.18M | 0.13% | −867−3.7% | Reduced |
| Cascade Investment Advisors, Inc. | 22,595 | $2.20M | 1.41% | +285+1.3% | Added |
| AMG National Trust Bank | 22,656 | $2.21M | 0.06% | −335−1.5% | Reduced |
| Walleye Trading LLC | 23,015 | $2.24M | 0.04% | +22,399+3,636.2% | Added |
| Catalyst Capital Advisors LLC | 23,742 | $2.31M | 0.05% | 00.0% | Unchanged |
| Huntington National Bank | 23,813 | $2.32M | 0.02% | +1,259+5.6% | Added |
| Wolverine Trading, LLC | 23,936 | $2.33M | 0.05% | +15,928+198.9% | Added |
| MAI Capital Management | 24,061 | $2.34M | 0.02% | +6,472+36.8% | Added |
| Whittier Trust Co of Nevada Inc | 24,072 | $2.34M | 0.06% | +1,221+5.3% | Added |
| Integrated Wealth Concepts LLC | 24,095 | $2.34M | 0.03% | +264+1.1% | Added |
| Fca Corp | 24,214 | $2.36M | 0.74% | +398+1.7% | Added |
| Penobscot Investment Management Company, Inc. | 24,217 | $2.36M | 0.21% | −750−3.0% | Reduced |
| Tealwood Asset Management Inc | 24,249 | $2.36M | 0.98% | +331+1.4% | Added |
| Forum Financial Management, LP | 24,553 | $2.39M | 0.04% | +731+3.1% | Added |
| Foresight Capital Management Advisors, Inc. | 24,604 | $2.39M | 1.40% | +1,729+7.6% | Added |
| Peapack Gladstone Financial Corp | 24,642 | $2.40M | 0.03% | −515−2.0% | Reduced |
| EagleClaw Capital Managment, LLC | 25,134 | $2.45M | 0.39% | +2,700+12.0% | Added |
| Vident Advisory, LLC | 25,337 | $2.47M | 0.04% | +2,837+12.6% | Added |
| SIH Partners, LLLP | 25,400 | $2.47M | 0.17% | +25,400 | New |
| Americana Partners, LLC | 25,491 | $2.48M | 0.10% | −2,527−9.0% | Reduced |
| Fairfield, Bush & Co. | 25,516 | $2.48M | 1.46% | +567+2.3% | Added |
| Advisors Asset Management, Inc. | 25,940 | $2.52M | 0.05% | +1,213+4.9% | Added |
| Fred Alger Management, LLC | 26,295 | $2.56M | 0.01% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 26,578 | $2.59M | 0.83% | −5,011−15.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 26,731 | $2.60M | 0.17% | +26,731 | New |
| Oxbow Advisors, LLC | 26,882 | $2.62M | 0.31% | +1,480+5.8% | Added |
| Hall Laurie J Trustee | 27,215 | $2.65M | 0.87% | −337−1.2% | Reduced |
| Beach Investment Counsel Inc | 27,566 | $2.68M | 0.36% | −6,276−18.5% | Reduced |
| Sequoia Financial Advisors, LLC | 27,642 | $2.69M | 0.03% | +523+1.9% | Added |
| Telos Capital Management, Inc. | 27,686 | $2.69M | 0.29% | +1,039+3.9% | Added |
| Atria Wealth Solutions, Inc. | 27,703 | $2.70M | 0.03% | +3,582+14.9% | Added |
| We Are One Seven, LLC | 27,710 | $2.70M | 0.10% | +3,042+12.3% | Added |
| Moors & Cabot, Inc. | 27,865 | $2.71M | 0.13% | −694−2.4% | Reduced |
| Transform Wealth, LLC | 27,903 | $2.72M | 0.15% | −389−1.4% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 27,955 | $2.72M | 2.03% | +25+0.1% | Added |
| Naples Global Advisors, LLC | 28,009 | $2.73M | 0.25% | −50−0.2% | Reduced |
| CAPROCK Group, Inc. | 28,419 | $2.77M | 0.09% | −2,566−8.3% | Reduced |
| Principal Securities, Inc. | 28,757 | $2.80M | 0.06% | +2,613+10.0% | Added |
| Bradley Foster & Sargent Inc | 28,758 | $2.80M | 0.05% | −125−0.4% | Reduced |
| Callan Family Office, LLC | 28,874 | $2.81M | 0.18% | +26,973+1,418.9% | Added |
| Providence Capital Advisors, LLC | 28,920 | $2.81M | 0.57% | +70.0% | Added |
| Daymark Wealth Partners, LLC | 29,272 | $2.85M | 0.12% | +1,395+5.0% | Added |
| Capital Insight Partners, LLC | 29,669 | $2.89M | 0.50% | +2,737+10.2% | Added |
| Cornerstone Wealth Group, LLC | 29,671 | $2.89M | 0.24% | +1,549+5.5% | Added |
| Glenmede Trust Co NA | 29,858 | $2.91M | 0.01% | −7,755−20.6% | Reduced |
| Engineers Gate Manager LP | 29,910 | $2.91M | 0.05% | +23,983+404.6% | Added |
| Avantax Advisory Services, Inc. | 29,938 | $2.91M | 0.02% | +2,835+10.5% | Added |
| Patten & Patten Inc | 30,060 | $2.93M | 0.19% | −2,625−8.0% | Reduced |
| Geneos Wealth Management Inc. | 30,156 | $2.93M | 0.10% | +1,058+3.6% | Added |
| NBT Bank N A | 30,630 | $2.98M | 0.21% | −1,675−5.2% | Reduced |
| Diamond Hill Capital Management Inc | 30,715 | $2.99M | 0.01% | +3,715+13.8% | Added |
| RSM US Wealth Management LLC | 30,787 | $3.00M | 0.04% | −652−2.1% | Reduced |
| CWA Asset Management Group, LLC | 30,840 | $3.00M | 0.15% | +5,164+20.1% | Added |
| Twin Tree Management, LP | 30,940 | $3.01M | 0.07% | +22,105+250.2% | Added |
| Arlington Partners LLC | 31,152 | $3.03M | 1.18% | −6,404−17.1% | Reduced |
| Northeast Investment Management | 31,946 | $3.11M | 0.14% | −152−0.5% | Reduced |
| Chesley Taft & Associates LLC | 32,347 | $3.15M | 0.15% | −1,155−3.4% | Reduced |
| Davenport & Co LLC | 32,660 | $3.18M | 0.02% | −1,118−3.3% | Reduced |
| Fort Washington Investment Advisors Inc | 32,835 | $3.20M | 0.02% | −1,090−3.2% | Reduced |
| Brinker Capital Investments, LLC | 33,621 | $3.27M | 0.03% | +1,198+3.7% | Added |
| Orion Portfolio Solutions, LLC | 33,621 | $3.27M | 0.03% | +1,198+3.7% | Added |
| Yousif Capital Management, LLC | 33,805 | $3.29M | 0.04% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 33,835 | $3.29M | 0.98% | −975−2.8% | Reduced |
| Oppenheimer & Co Inc | 34,527 | $3.36M | 0.05% | +671+2.0% | Added |
| Fayez Sarofim & Co | 34,586 | $3.37M | 0.01% | −5,654−14.1% | Reduced |
| Rhumbline Advisers | 34,754 | $3.38M | 0.00% | −5,636−14.0% | Reduced |
| Advisory Services Network, LLC | 34,879 | $3.39M | 0.06% | −172−0.5% | Reduced |
| Argent Trust Co | 35,623 | $3.47M | 0.14% | +608+1.7% | Added |
| Pekin Hardy Strauss, Inc. | 36,150 | $3.52M | 0.45% | −2,343−6.1% | Reduced |
| Summit Global Investments | 36,154 | $3.52M | 0.22% | +36,154 | New |
| Woodmont Investment Counsel LLC | 36,454 | $3.55M | 0.26% | −1,204−3.2% | Reduced |
| Choate Investment Advisors | 36,683 | $3.57M | 0.09% | +3,910+11.9% | Added |
| Cresset Asset Management, LLC | 36,785 | $3.58M | 0.02% | −41,353−52.9% | Reduced |