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 |
|---|---|---|---|---|---|
| Foster Victor Wealth Advisors, LLC | 86,724 | $8.46M | 0.65% | +15,212+21.3% | Added |
| JustInvest LLC | 87,487 | $8.51M | 0.13% | −10,262−10.5% | Reduced |
| Matthew Goff Investment Advisor, LLC | 87,534 | $8.52M | 1.58% | +58+0.1% | Added |
| Federated Hermes, Inc. | 88,255 | $8.59M | 0.02% | −6,233−6.6% | Reduced |
| Marshall Wace, LLP | 88,666 | $8.63M | 0.01% | +88,666 | New |
| Foundations Investment Advisors, LLC | 89,074 | $8.67M | 0.17% | +18,894+26.9% | Added |
| TownSquare Capital, LLC | 90,053 | $8.76M | 0.10% | +47,294+110.6% | Added |
| Manufacturers Life Insurance Company, The | 90,587 | $8.82M | 0.01% | +829+0.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 91,080 | $8.89M | 0.11% | +61,887+212.0% | Added |
| Ritholtz Wealth Management | 92,473 | $9.00M | 0.26% | −3,840−4.0% | Reduced |
| Eastern Bank | 92,566 | $9.01M | 0.17% | −79,381−46.2% | Reduced |
| American Assets Investment Management, LLC | 93,610 | $9.11M | 0.74% | 00.0% | Unchanged |
| Euro Pacific Asset Management, LLC | 95,218 | $9.28M | 2.00% | −2,006−2.1% | Reduced |
| Victory Capital Management Inc | 96,241 | $9.37M | 0.01% | +96,241 | New |
| Allworth Financial LP | 95,768 | $9.40M | 0.05% | +91,866+2,354.3% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 97,331 | $9.47M | 2.62% | +14,518+17.5% | Added |
| BNP Paribas Arbitrage, SA | 97,978 | $9.53M | 0.01% | +72,088+278.4% | Added |
| Allspring Global Investments Holdings, LLC | 98,412 | $9.56M | 0.02% | +55,581+129.8% | Added |
| Sanctuary Advisors, LLC | 91,913 | $9.63M | 0.06% | −1,363−1.5% | Reduced |
| Bahl & Gaynor Inc | 99,001 | $9.63M | 0.05% | +429+0.4% | Added |
| Campbell & CO Investment Adviser LLC | 99,614 | $9.69M | 0.75% | +89,863+921.6% | Added |
| Zevin Asset Management LLC | 100,637 | $9.79M | 1.44% | +12,701+14.4% | Added |
| Reynders McVeigh Capital Management, LLC | 102,099 | $9.94M | 0.52% | −6,985−6.4% | Reduced |
| Pathstone Holdings, LLC | 102,378 | $9.96M | 0.04% | −772−0.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 104,927 | $10.2M | 0.03% | +52,060+98.5% | Added |
| Point72 Europe (London) LLP | 105,829 | $10.3M | 0.60% | +105,829 | New |
| New York State Common Retirement Fund | 107,678 | $10.5M | 0.01% | +1,301+1.2% | Added |
| Rockefeller Capital Management L.P. | 107,802 | $10.5M | 0.03% | +2,189+2.1% | Added |
| Neuberger Berman Group LLC | 112,867 | $11.0M | 0.01% | −53,028−32.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 116,489 | $11.3M | 0.16% | −680−0.6% | Reduced |
| Ingalls & Snyder LLC | 117,001 | $11.4M | 0.45% | +567+0.5% | Added |
| Parkwood LLC | 117,991 | $11.5M | 1.41% | +117,991 | New |
| Tocqueville Asset Management L.P. | 118,913 | $11.6M | 0.18% | +11,395+10.6% | Added |
| Ethic Inc. | 119,673 | $11.6M | 0.23% | −13,074−9.8% | Reduced |
| Edgemoor Investment Advisors, Inc. | 119,683 | $11.6M | 1.03% | −6,761−5.3% | Reduced |
| Advisor Group Holdings, Inc. | 121,073 | $11.8M | 0.03% | +10,559+9.6% | Added |
| Captrust Financial Advisors | 121,664 | $11.8M | 0.03% | −9,381−7.2% | Reduced |
| Cambiar Investors LLC | 121,975 | $11.9M | 0.47% | −3,634−2.9% | Reduced |
| Cetera Investment Advisers | 125,831 | $12.2M | 0.03% | +11,946+10.5% | Added |
| Exencial Wealth Advisors, LLC | 126,147 | $12.3M | 0.45% | −997−0.8% | Reduced |
| National Bank of Canada | 128,907 | $12.5M | 0.02% | +12,009+10.3% | Added |
| ProVise Management Group, LLC | 129,359 | $12.6M | 1.08% | −2,531−1.9% | Reduced |
| Old Mission Capital LLC | 136,145 | $13.2M | 0.31% | −37,778−21.7% | Reduced |
| Jones Financial Companies LLLP | 136,819 | $13.3M | 0.01% | +35,714+35.3% | Added |
| Manning & Napier Advisors LLC | 136,898 | $13.3M | 0.15% | −4,865−3.4% | Reduced |
| John G Ullman & Associates Inc | 139,390 | $13.6M | 2.00% | −2,076−1.5% | Reduced |
| Quantinno Capital Management LP | 140,356 | $13.7M | 0.13% | +16,966+13.7% | Added |
| Coleford Investment Management Ltd. | 142,062 | $13.8M | 3.65% | +142,062 | New |
| First Fiduciary Investment Counsel, Inc. | 142,096 | $13.8M | 2.81% | +1,645+1.2% | Added |
| Jane Street Group, LLC | 143,245 | $13.9M | 0.02% | +84,291+143.0% | Added |
| Mercer Global Advisors Inc | 145,759 | $14.2M | 0.03% | −2,411−1.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 145,836 | $14.2M | 0.03% | +43,418+42.4% | Added |
| MML Investors Services, LLC | 148,532 | $14.5M | 0.05% | +19,331+15.0% | Added |
| Oak Associates, Ltd | 152,034 | $14.8M | 1.02% | 00.0% | Unchanged |
| Promethos Capital, LLC | 156,088 | $15.2M | 5.36% | +15,012+10.6% | Added |
| Boston Common Asset Management, LLC | 156,774 | $15.3M | 0.44% | −9,399−5.7% | Reduced |
| Douglas Lane & Associates, LLC | 157,974 | $15.4M | 0.22% | −6,879−4.2% | Reduced |
| M&T Bank Corp | 159,106 | $15.5M | 0.05% | −1,960−1.2% | Reduced |
| Grandfield & Dodd, LLC | 163,675 | $15.9M | 0.98% | +1,312+0.8% | Added |
| Charles Schwab Investment Management Inc | 165,442 | $16.1M | 0.00% | +8,186+5.2% | Added |
| Wilkins Investment Counsel Inc | 166,782 | $16.2M | 2.35% | −21,274−11.3% | Reduced |
| QRG Capital Management, Inc. | 187,782 | $18.3M | 0.19% | +10,519+5.9% | Added |
| Godsey & Gibb Associates | 192,287 | $18.7M | 1.87% | +949+0.5% | Added |
| Managed Asset Portfolios, LLC | 193,017 | $18.8M | 2.78% | −342−0.2% | Reduced |
| Brown Advisory Inc | 199,417 | $19.4M | 0.02% | −3,341−1.6% | Reduced |
| Abc Arbitrage SA | 203,424 | $19.8M | 2.84% | +203,424 | New |
| Brandes Investment Partners, LP | 209,770 | $20.4M | 0.23% | −3,989−1.9% | Reduced |
| The PNC Financial Services Group, Inc. | 212,388 | $20.7M | 0.01% | −8,439−3.8% | Reduced |
| First Financial Bankshares Inc | 214,585 | $20.9M | 0.45% | +3,777+1.8% | Added |
| O'Shaughnessy Asset Management, LLC | 215,445 | $21.0M | 0.18% | −17,917−7.7% | Reduced |
| Citigroup Inc | 216,336 | $21.1M | 0.02% | −77,842−26.5% | Reduced |
| Stifel Financial Corp | 221,396 | $21.5M | 0.02% | +2,369+1.1% | Added |
| Martin Investment Management, LLC | 227,083 | $22.1M | 6.07% | −7,553−3.2% | Reduced |
| Oppenheimer Asset Management Inc. | 228,994 | $22.3M | 0.27% | −907−0.4% | Reduced |
| Foresight Global Investors, Inc. | 232,366 | $22.6M | 16.52% | +7,550+3.4% | Added |
| Mariner, LLC | 235,218 | $22.9M | 0.04% | +32,170+15.8% | Added |
| HighTower Advisors, LLC | 235,353 | $22.9M | 0.03% | −55,507−19.1% | Reduced |
| Invesco Ltd. | 239,742 | $23.3M | 0.00% | +37,016+18.3% | Added |
| Teachers Retirement System of the State of Kentucky | 246,250 | $24.0M | 0.21% | +16,450+7.2% | Added |
| US Bancorp | 248,540 | $24.2M | 0.03% | +5,913+2.4% | Added |
| Janney Montgomery Scott LLC | 249,622 | $24.3M | 0.07% | +4,624+1.9% | Added |
| Commonwealth Equity Services, LLC | 253,467 | $24.7M | 0.04% | +49,957+24.5% | Added |
| Financial Counselors Inc | 258,224 | $25.1M | 0.37% | −1,589−0.6% | Reduced |
| Assetmark, Inc | 265,682 | $25.9M | 0.07% | +41,686+18.6% | Added |
| Millennium Management LLC | 286,587 | $27.9M | 0.02% | +246,394+613.0% | Added |
| GW Henssler & Associates Ltd | 246,796 | $28.4M | 1.63% | −4,082−1.6% | Reduced |
| Cerity Partners LLC | 310,489 | $31.0M | 0.07% | −4,999−1.6% | Reduced |
| Saturna Capital CORP | 320,266 | $31.2M | 0.42% | +2,248+0.7% | Added |
| Woodley Farra Manion Portfolio Management Inc | 326,531 | $31.8M | 1.58% | +3,431+1.1% | Added |
| Van Eck Associates Corp | 327,614 | $31.9M | 0.04% | +16,901+5.4% | Added |
| Susquehanna International Group, LLP | 330,822 | $32.2M | 0.05% | +271,419+456.9% | Added |
| Ameriprise Financial Inc | 350,963 | $34.1M | 0.01% | −73,865−17.4% | Reduced |
| Creative Planning | 353,759 | $34.4M | 0.03% | +8,808+2.6% | Added |
| Todd Asset Management LLC | 391,181 | $38.1M | 0.91% | −3,157−0.8% | Reduced |
| TCTC Holdings, LLC | 394,690 | $38.4M | 1.38% | −322−0.1% | Reduced |
| Pacer Advisors, Inc. | 400,010 | $38.9M | 0.09% | +15,008+3.9% | Added |
| JPMorgan Chase & Co | 423,142 | $41.2M | 0.00% | +111,066+35.6% | Added |
| NewEdge Wealth, LLC | 424,648 | $41.3M | 0.72% | +32,398+8.3% | Added |
| LPL Financial LLC | 450,219 | $43.8M | 0.02% | +18,630+4.3% | Added |
| American Century Companies Inc | 453,393 | $44.1M | 0.03% | −55,825−11.0% | Reduced |