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 |
|---|---|---|---|---|---|
| D.A. Davidson & Co. | 464,582 | $45.2M | 0.37% | −22,558−4.6% | Reduced |
| CIBC Private Wealth Group, LLC | 451,562 | $45.3M | 0.08% | −41,094−8.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 528,682 | $51.6M | 0.21% | +296,890+128.1% | Added |
| Harvest Portfolios Group Inc. | 530,340 | $51.6M | 1.72% | +32,077+6.4% | Added |
| SEI Investments Co | 531,885 | $51.8M | 0.07% | +16,519+3.2% | Added |
| Bank of Montreal | 540,312 | $52.6M | 0.03% | −240,668−30.8% | Reduced |
| CI Private Wealth, LLC | 541,528 | $52.7M | 0.09% | −38,264−6.6% | Reduced |
| Clark Capital Management Group, Inc. | 556,302 | $54.1M | 0.38% | −16,463−2.9% | Reduced |
| First Trust Advisors LP | 562,487 | $54.7M | 0.05% | +49,752+9.7% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 577,901 | $56.2M | 0.18% | −87,118−13.1% | Reduced |
| Citadel Advisors LLC | 588,188 | $57.2M | 0.05% | +406,007+222.9% | Added |
| Royal Bank of Canada | 590,722 | $57.5M | 0.01% | +4,819+0.8% | Added |
| Bristol John W & Co Inc | 609,682 | $59.3M | 0.97% | −14,027−2.2% | Reduced |
| D. E. Shaw & Co., Inc. | 612,379 | $59.6M | 0.07% | +563,955+1,164.6% | Added |
| Qube Research & Technologies Ltd | 634,574 | $61.8M | 0.10% | +476,420+301.2% | Added |
| Mondrian Investment Partners LTD | 658,003 | $68.9M | 1.14% | −342,156−34.2% | Reduced |
| Bank of New York Mellon Corp | 711,245 | $69.2M | 0.01% | −49,388−6.5% | Reduced |
| Truist Financial Corp | 771,655 | $75.1M | 0.12% | +27,092+3.6% | Added |
| Earnest Partners LLC | 795,911 | $77.5M | 0.35% | −13,236−1.6% | Reduced |
| Natixis Advisors, L.P. | 872,465 | $84.9M | 0.16% | −66,379−7.1% | Reduced |
| Capital Research Global Investors | 907,138 | $88.3M | 0.02% | +1,703+0.2% | Added |
| Raymond James Financial Inc | 907,812 | $88.3M | 0.03% | +907,812 | New |
| Chevy Chase Trust Holdings, Inc. | 1,161,139 | $113.0M | 0.34% | +52,044+4.7% | Added |
| Scharf Investments, LLC | 1,203,323 | $117.1M | 3.47% | −74,470−5.8% | Reduced |
| FMR LLC | 1,317,458 | $128.2M | 0.01% | −35,954−2.7% | Reduced |
| State Street Corp | 1,640,338 | $159.6M | 0.01% | −54,971−3.2% | Reduced |
| UBS Group AG | 1,697,511 | $165.2M | 0.04% | +327,690+23.9% | Added |
| Wells Fargo & Company | 1,897,571 | $184.7M | 0.04% | −86,276−4.3% | Reduced |
| Envestnet Asset Management Inc | 1,938,731 | $188.7M | 0.06% | −14,966−0.8% | Reduced |
| BlackRock, Inc. | 1,963,956 | $191.1M | 0.00% | +16,051+0.8% | Added |
| Fisher Asset Management, LLC | 2,002,959 | $194.9M | 0.08% | +296,950+17.4% | Added |
| Northern Trust Corp | 2,132,591 | $207.5M | 0.03% | +399,862+23.1% | Added |
| Cullen Capital Management LLC | 2,156,619 | $209.9M | 2.44% | −95,349−4.2% | Reduced |
| Goldman Sachs Group Inc | 2,283,233 | $222.2M | 0.04% | −1,202,998−34.5% | Reduced |
| Janus Henderson Group PLC | 2,358,523 | $229.5M | 0.12% | −183,338−7.2% | Reduced |
| Principal Financial Group Inc | 2,426,926 | $236.2M | 0.13% | −42,642−1.7% | Reduced |
| Renaissance Technologies LLC | 2,668,849 | $259.7M | 0.38% | +368,171+16.0% | Added |
| Wellington Management Group LLP | 3,647,861 | $355.0M | 0.07% | −351,314−8.8% | Reduced |
| Franklin Resources Inc | 4,355,598 | $423.8M | 0.12% | −21,444−0.5% | Reduced |
| Bank of America Corp | 4,548,803 | $442.6M | 0.04% | −415,527−8.4% | Reduced |
| Loomis Sayles & Co L P | 5,576,961 | $542.7M | 0.68% | −192,677−3.3% | Reduced |
| Morgan Stanley | 6,869,155 | $668.4M | 0.05% | −115,717−1.7% | Reduced |
| Dimensional Fund Advisors LP | 8,183,855 | $796.4M | 0.19% | +90,823+1.1% | Added |
| Primecap Management Co | 11,025,039 | $1.07B | 0.83% | −983,016−8.2% | Reduced |
| Dodge & Cox | 12,214,665 | $1.19B | 0.69% | −7,211−0.1% | Reduced |
| Mediolanum International Funds Ltd | 0 | $0 | 0.00% | −207,506−100.0% | Sold out |
| Integral Health Asset Management, LLC | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −100,904−100.0% | Sold out |
| Syon Capital LLC | 0 | $0 | 0.00% | −56,294−100.0% | Sold out |
| Chase Investment Counsel Corp | 0 | $0 | 0.00% | −48,599−100.0% | Sold out |
| Greenup Street Wealth Management LLC | 0 | $0 | 0.00% | −35,979−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −34,918−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −29,001−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −22,943−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −22,769−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −20,729−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −14,771−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −172,825−100.0% | Sold out |
| Redhawk Wealth Advisors, Inc. | 0 | $0 | 0.00% | −11,099−100.0% | Sold out |
| Scott & Selber, Inc. | 0 | $0 | 0.00% | −10,491−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −10,386−100.0% | Sold out |
| Barometer Capital Management Inc. | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −8,352−100.0% | Sold out |
| Calamos Wealth Management LLC | 0 | $0 | 0.00% | −7,228−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −7,056−100.0% | Sold out |
| Delaney Dennis R | 0 | $0 | 0.00% | −5,690−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Catalytic Wealth RIA, LLC | 0 | $0 | 0.00% | −4,689−100.0% | Sold out |
| InTrack Investment Management Inc | 0 | $0 | 0.00% | −3,900−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −3,863−100.0% | Sold out |
| Shufro Rose & Co LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Mattern Wealth Management LLC | 0 | $0 | 0.00% | −3,325−100.0% | Sold out |
| Family Legacy, Inc. | 0 | $0 | 0.00% | −3,250−100.0% | Sold out |
| Grant/GrossMendelsohn, LLC | 0 | $0 | 0.00% | −3,189−100.0% | Sold out |
| Dorchester Wealth Management Co | 0 | $0 | 0.00% | −2,845−100.0% | Sold out |
| Chicago Capital, LLC | 0 | $0 | 0.00% | −2,830−100.0% | Sold out |
| Atlanta Consulting Group Advisors, LLC | 0 | $0 | 0.00% | −2,754−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −2,648−100.0% | Sold out |
| Montecito Bank & Trust | 0 | $0 | 0.00% | −2,480−100.0% | Sold out |
| Aprio Wealth Management, LLC | 0 | $0 | 0.00% | −2,402−100.0% | Sold out |
| Gateway Investment Advisers LLC | 0 | $0 | 0.00% | −2,373−100.0% | Sold out |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −2,349−100.0% | Sold out |
| Waldron Private Wealth LLC | 0 | $0 | 0.00% | −2,273−100.0% | Sold out |
| Inlet Private Wealth, LLC | 0 | $0 | 0.00% | −2,229−100.0% | Sold out |
| Houlihan Financial Resource Group, Ltd. | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| NorthRock Partners, LLC | 0 | $0 | 0.00% | −2,185−100.0% | Sold out |
| Deroy & Devereaux Private Investment Counsel Inc | 0 | $0 | 0.00% | −2,075−100.0% | Sold out |
| Great Diamond Partners, LLC | 0 | $0 | 0.00% | −2,066−100.0% | Sold out |
| Appleton Partners Inc | 0 | $0 | 0.00% | −2,047−100.0% | Sold out |
| Cidel Asset Management Inc | 0 | $0 | 0.00% | −2,009−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Peak Asset Management, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Equitable Trust Co | 0 | $0 | 0.00% | −1,991−100.0% | Sold out |
| Watershed Private Wealth LLC | 0 | $0 | 0.00% | −1,989−100.0% | Sold out |
| Cobblestone Capital Advisors LLC | 0 | $0 | 0.00% | −1,975−100.0% | Sold out |
| First Foundation Advisors | 0 | $0 | 0.00% | −1,975−100.0% | Sold out |
| Beese Fulmer Investment Management, Inc. | 0 | $0 | 0.00% | −1,960−100.0% | Sold out |
| Goepper Burkhardt LLC | 0 | $0 | 0.00% | −1,950−100.0% | Sold out |
| Marcum Wealth, LLC | 0 | $0 | 0.00% | −1,937−100.0% | Sold out |