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 |
|---|---|---|---|---|---|
| Pensionmark Financial Group, LLC | 36,929 | $3.59M | 0.10% | +3,258+9.7% | Added |
| Benjamin Edwards Inc | 36,933 | $3.60M | 0.05% | −8,558−18.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 37,063 | $3.61M | 0.01% | +4,091+12.4% | Added |
| Azzad Asset Management Inc | 37,500 | $3.65M | 0.70% | +1,067+2.9% | Added |
| Kestra Advisory Services, LLC | 37,726 | $3.67M | 0.02% | −151,021−80.0% | Reduced |
| Acadian Asset Management LLC | 37,774 | $3.67M | 0.01% | −3,521−8.5% | Reduced |
| Haverford Trust Co | 37,939 | $3.69M | 0.04% | +516+1.4% | Added |
| Crossmark Global Holdings, Inc. | 38,227 | $3.72M | 0.07% | +2,610+7.3% | Added |
| Financial Gravity Companies, Inc. | 38,243 | $3.72M | 0.85% | +1,640+4.5% | Added |
| Capital Wealth Planning, LLC | 38,590 | $3.76M | 0.03% | +3,120+8.8% | Added |
| Voya Investment Management LLC | 38,770 | $3.77M | 0.00% | −15,665−28.8% | Reduced |
| Simplex Trading, LLC | 39,701 | $3.86M | 0.11% | +38,588+3,467.0% | Added |
| Morningstar Investment Services LLC | 39,736 | $3.87M | 0.35% | −336,180−89.4% | Reduced |
| Carret Asset Management, LLC | 39,845 | $3.88M | 0.42% | 00.0% | Unchanged |
| Hayek Kallen Investment Management | 40,075 | $3.90M | 1.42% | −245−0.6% | Reduced |
| Signaturefd, LLC | 40,090 | $3.90M | 0.07% | −396−1.0% | Reduced |
| Private Advisor Group, LLC | 40,522 | $3.94M | 0.02% | +1,466+3.8% | Added |
| Naviter Wealth, LLC | 40,525 | $3.94M | 0.48% | −9,837−19.5% | Reduced |
| Perennial Advisors, LLC | 41,171 | $4.01M | 0.87% | +41,171 | New |
| Logan Capital Management Inc | 41,381 | $4.03M | 0.17% | +545+1.3% | Added |
| Bryn Mawr Trust Co | 41,432 | $4.03M | 0.07% | +28+0.1% | Added |
| Congress Wealth Management LLC | 42,029 | $4.09M | 0.06% | −22,499−34.9% | Reduced |
| Colony Group, LLC | 42,044 | $4.09M | 0.01% | +12,407+41.9% | Added |
| Norden Group LLC | 42,060 | $4.09M | 0.46% | +42,060 | New |
| Garland Capital Management Inc | 42,160 | $4.10M | 3.36% | −35−0.1% | Reduced |
| Nixon Peabody Trust Co | 42,501 | $4.14M | 0.34% | −79,269−65.1% | Reduced |
| Timber Creek Capital Management LLC | 42,531 | $4.14M | 1.19% | +163+0.4% | Added |
| Great Valley Advisor Group, Inc. | 43,055 | $4.19M | 0.09% | +3,391+8.5% | Added |
| Park Avenue Securities LLC | 43,127 | $4.20M | 0.04% | +10,276+31.3% | Added |
| Atria Investments LLC | 43,263 | $4.21M | 0.05% | −2,777−6.0% | Reduced |
| Advisors Capital Management, LLC | 43,397 | $4.22M | 0.07% | +295+0.7% | Added |
| Keybank National Association | 43,435 | $4.23M | 0.02% | +315+0.7% | Added |
| Beacon Pointe Advisors, LLC | 43,841 | $4.27M | 0.05% | −4,117−8.6% | Reduced |
| Greenfield Seitz Capital Management, LLC | 44,254 | $4.31M | 1.64% | +612+1.4% | Added |
| Meritage Portfolio Management | 44,314 | $4.31M | 0.27% | −1,324−2.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 44,324 | $4.31M | 0.04% | −2,861−6.1% | Reduced |
| Fifth Third Bancorp | 44,342 | $4.31M | 0.02% | −2,959−6.3% | Reduced |
| Auto-Owners Insurance Co | 45,143 | $4.39M | 0.10% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 45,297 | $4.41M | 0.14% | −466−1.0% | Reduced |
| Henry James International Management, Inc. | 45,983 | $4.47M | 1.61% | +20.0% | Added |
| Scotia Capital Inc. | 46,747 | $4.55M | 0.02% | +218+0.5% | Added |
| Alliancebernstein L.P. | 47,158 | $4.59M | 0.00% | +12,184+34.8% | Added |
| Cardinal Capital Management | 47,809 | $4.65M | 0.73% | +490+1.0% | Added |
| Trust Co of Vermont | 47,968 | $4.67M | 0.23% | −397−0.8% | Reduced |
| Graham Capital Management, L.P. | 48,193 | $4.69M | 0.14% | +48,193 | New |
| Pittenger & Anderson Inc | 48,270 | $4.70M | 0.17% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 48,278 | $4.70M | 0.32% | −6,527−11.9% | Reduced |
| Prentiss Smith & Co Inc | 48,350 | $4.70M | 3.08% | −70.0% | Reduced |
| Deutsche Bank AG | 48,542 | $4.72M | 0.00% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 49,161 | $4.78M | 0.23% | −2,904−5.6% | Reduced |
| CIBC World Markets Inc. | 49,501 | $4.82M | 0.01% | +453+0.9% | Added |
| Fiduciary Trust Co | 49,558 | $4.82M | 0.06% | −399−0.8% | Reduced |
| Sphera Funds Management Ltd. | 50,000 | $4.87M | 0.90% | 00.0% | Unchanged |
| Glassy Mountain Advisors, Inc. | 50,559 | $4.92M | 1.68% | +1,776+3.6% | Added |
| Rathbone Brothers plc | 50,876 | $4.95M | 0.02% | −5,327−9.5% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 52,399 | $5.10M | 1.90% | +604+1.2% | Added |
| Whittier Trust Co | 52,678 | $5.13M | 0.07% | +5,073+10.7% | Added |
| Kovitz Investment Group Partners, LLC | 52,666 | $5.13M | 0.03% | +33,919+180.9% | Added |
| First Manhattan Co | 49,648 | $5.17M | 0.02% | +3,207+6.9% | Added |
| Narwhal Capital Management | 53,208 | $5.18M | 0.46% | −667−1.2% | Reduced |
| Bleakley Financial Group, LLC | 53,363 | $5.19M | 0.16% | +2,227+4.4% | Added |
| Boston Partners | 53,359 | $5.19M | 0.01% | +16,320+44.1% | Added |
| Jarislowsky, Fraser Ltd | 53,492 | $5.21M | 0.03% | −3,275−5.8% | Reduced |
| Monte Financial Group, LLC | 53,723 | $5.23M | 2.24% | +15,610+41.0% | Added |
| Community Financial Services Group, LLC | 53,952 | $5.25M | 1.04% | −236−0.4% | Reduced |
| Two Sigma Investments, LP | 54,289 | $5.28M | 0.01% | +25,915+91.3% | Added |
| Trustmark National Bank Trust Department | 55,204 | $5.37M | 0.40% | −9,813−15.1% | Reduced |
| HRT Financial LP | 56,728 | $5.52M | 0.03% | +36,882+185.8% | Added |
| Cubist Systematic Strategies, LLC | 56,891 | $5.54M | 0.09% | +56,891 | New |
| Banco Santander, S.A. | 57,809 | $5.63M | 0.07% | −790−1.3% | Reduced |
| Pinnacle Associates Ltd | 58,720 | $5.71M | 0.08% | −2,280−3.7% | Reduced |
| Eldred Rock Partners, LLC | 60,651 | $5.90M | 2.03% | +108+0.2% | Added |
| Country Club Bank | 61,107 | $5.95M | 0.40% | −250.0% | Reduced |
| Dearborn Partners LLC | 62,401 | $6.07M | 0.25% | +67+0.1% | Added |
| Schonfeld Strategic Advisors LLC | 62,418 | $6.07M | 0.04% | +62,418 | New |
| Brown Brothers Harriman & Co | 63,045 | $6.13M | 0.04% | +10,113+19.1% | Added |
| Welch & Forbes LLC | 63,073 | $6.14M | 0.08% | −2,503−3.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 65,889 | $6.41M | 0.01% | −5,053−7.1% | Reduced |
| CWM, LLC | 71,309 | $6.94M | 0.03% | −4,096−5.4% | Reduced |
| Optiver Holding B.V. | 72,428 | $7.05M | 0.23% | +72,428 | New |
| Camden National Bank | 73,509 | $7.15M | 1.07% | −429−0.6% | Reduced |
| TCW Group Inc | 73,745 | $7.18M | 0.06% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 73,888 | $7.19M | 0.00% | −46,833−38.8% | Reduced |
| Quantbot Technologies LP | 74,871 | $7.29M | 0.27% | +34,895+87.3% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 75,450 | $7.34M | 1.99% | +206+0.3% | Added |
| Live Oak Private Wealth LLC | 75,477 | $7.34M | 1.23% | −696−0.9% | Reduced |
| United Capital Financial Advisers, LLC | 77,738 | $7.56M | 0.06% | −2,767−3.4% | Reduced |
| Altrius Capital Management Inc | 77,783 | $7.57M | 2.03% | +3,345+4.5% | Added |
| Cohen Capital Management, Inc. | 78,903 | $7.68M | 1.28% | −1,175−1.5% | Reduced |
| Tower Bridge Advisors | 79,303 | $7.72M | 0.82% | −2,033−2.5% | Reduced |
| Mengis Capital Management, Inc. | 80,113 | $7.80M | 1.59% | +600+0.8% | Added |
| Blair William & Co | 80,252 | $7.81M | 0.02% | −567−0.7% | Reduced |
| Clifford Swan Investment Counsel LLC | 81,554 | $7.94M | 0.29% | −487−0.6% | Reduced |
| Investment House LLC | 82,304 | $8.01M | 0.44% | −75−0.1% | Reduced |
| Tweedy, Browne Co LLC | 83,141 | $8.09M | 0.55% | −2,206−2.6% | Reduced |
| Gabelli Funds LLC | 84,500 | $8.22M | 0.06% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 84,596 | $8.23M | 0.02% | −5,155−5.7% | Reduced |
| Osterweis Capital Management Inc | – | $8.25M | 0.38% | – | – |
| Aquatic Capital Management LLC | 84,920 | $8.26M | 0.22% | +3,920+4.8% | Added |
| GWM Advisors LLC | 86,307 | $8.40M | 0.05% | +921+1.1% | Added |