Skip to main content

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.

Institutional holdersQ4 2024: 1,345 institutions
Q1 2021: 1,138 institutionsQ2 2021: 1,123 institutionsQ3 2021: 1,083 institutionsQ4 2021: 1,147 institutionsQ1 2022: 1,137 institutionsQ2 2022: 1,142 institutionsQ3 2022: 1,088 institutionsQ4 2022: 1,183 institutionsQ1 2023: 1,182 institutionsQ2 2023: 1,203 institutionsQ3 2023: 1,225 institutionsQ4 2023: 1,274 institutionsQ1 2024: 1,254 institutionsQ2 2024: 1,309 institutionsQ3 2024: 1,314 institutionsQ4 2024: 1,345 institutionsQ1 2025: 1,361 institutionsQ2 2025: 1,387 institutionsQ3 2025: 1,405 institutionsQ4 2025: 1,515 institutionsQ1 2026: 1,604 institutionsQ2 2026: 1,625 institutions
Value heldQ4 2024: $12.7B
Q1 2021: $18.7BQ2 2021: $19.8BQ3 2021: $18.0BQ4 2021: $18.5BQ1 2022: $18.3BQ2 2022: $16.9BQ3 2022: $13.7BQ4 2022: $15.5BQ1 2023: $15.2BQ2 2023: $14.9BQ3 2023: $15.1BQ4 2023: $14.2BQ1 2024: $13.6BQ2 2024: $14.7BQ3 2024: $15.2BQ4 2024: $12.7BQ1 2025: $15.4BQ2 2025: $16.2BQ3 2025: $17.2BQ4 2025: $18.4BQ1 2026: $22.0BQ2 2026: $21.3B
Institutions holding NVS and their total value by quarter
QuarterHoldersValue
Q2 20261,625$21.3B
Q1 20261,604$22.0B
Q4 20251,515$18.4B
Q3 20251,405$17.2B
Q2 20251,387$16.2B
Q1 20251,361$15.4B
Q4 20241,345$12.7B
Q3 20241,314$15.2B
Q2 20241,309$14.7B
Q1 20241,254$13.6B
Q4 20231,274$14.2B
Q3 20231,225$15.1B
Q2 20231,203$14.9B
Q1 20231,182$15.2B
Q4 20221,183$15.5B
Q3 20221,088$13.7B
Q2 20221,142$16.9B
Q1 20221,137$18.3B
Q4 20211,147$18.5B
Q3 20211,083$18.0B
Q2 20211,123$19.8B
Q1 20211,138$18.7B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Novartis AG; share changes are against Q3 2024.

Institutions holding NVS in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Commonwealth Retirement Investments LLC0$00.00%−1,931−100.0%Sold out
Hummer Financial Advisory Services Inc0$00.00%−1,926−100.0%Sold out
Alan B. Lancz & Associates, Inc.0$00.00%−1,918−100.0%Sold out
Apexium Financial, LP0$00.00%−1,902−100.0%Sold out
Fairhaven Wealth Management, LLC0$00.00%−1,899−100.0%Sold out
Capital Advisors Inc0$00.00%−1,898−100.0%Sold out
Perennial Investment Advisors, LLC0$00.00%−1,894−100.0%Sold out
Sentinus, LLC0$00.00%−1,894−100.0%Sold out
Warther Private Wealth, LLC0$00.00%−1,887−100.0%Sold out
Murphy, Middleton, Hinkle & Parker, Inc.0$00.00%−1,882−100.0%Sold out
Ironwood Investment Counsel, LLC0$00.00%−1,872−100.0%Sold out
Aspen Grove Capital, LLC0$00.00%−1,870−100.0%Sold out
CRA Financial Services, LLC0$00.00%−1,866−100.0%Sold out
Cypress Wealth Services, LLC0$00.00%−1,850−100.0%Sold out
MONECO Advisors, LLC0$00.00%−1,847−100.0%Sold out
Sym Financial Corp0$00.00%−1,835−100.0%Sold out
Excalibur Management Corp0$00.00%−1,820−100.0%Sold out
Grey Fox Wealth Advisors, LLC0$00.00%−1,818−100.0%Sold out
Evoke Wealth, LLC0$00.00%−1,802−100.0%Sold out
Strategic Blueprint, LLC0$00.00%−1,802−100.0%Sold out
Aristotle Capital Management, LLC0$00.00%−1,794−100.0%Sold out
Modern Wealth Management, LLC0$00.00%−1,791−100.0%Sold out
Bristlecone Advisors, LLC0$00.00%−1,787−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−1,783−100.0%Sold out
Forte Capital LLC0$00.00%−1,778−100.0%Sold out
Spinnaker Trust0$00.00%−1,759−100.0%Sold out
Frank, Rimerman Advisors LLC0$00.00%−1,750−100.0%Sold out
Planned Solutions, Inc.0$00.00%−1,145−100.0%Sold out
IMA Wealth, Inc.0$00.00%−640−100.0%Sold out
Golden State Equity Partners0$00.00%−344−100.0%Sold out
Liontrust Investment Partners LLP0$00.00%−367−100.0%Sold out
Operose Advisors LLC0$00.00%−279−100.0%Sold out
Paladin Advisory Group, LLC0$00.00%−252−100.0%Sold out
Strengthening Families & Communities, LLC0$00.00%−250−100.0%Sold out
Tradewinds Capital Management, LLC0$00.00%−190−100.0%Sold out
Jaffetilchin Investment Partners, LLC0$00.00%−145−100.0%Sold out
Arrow Financial Corp0$00.00%−142−100.0%Sold out
Reston Wealth Management LLC0$00.00%−128−100.0%Sold out
Hobbs Group Advisors, LLC0$00.00%−90−100.0%Sold out
Paladin Wealth, LLC0$00.00%−90−100.0%Sold out
Reuter James Wealth Management, LLC0$00.00%−82−100.0%Sold out
Johnson Financial Group, Inc.0$00.00%−73−100.0%Sold out
Clear Point Advisors Inc.0$00.00%−64−100.0%Sold out
Redmont Wealth Advisors LLC0$00.00%−48−100.0%Sold out
Flaharty Asset Management, LLC0$00.00%−43−100.0%Sold out
HighMark Wealth Management LLC0$00.00%−21−100.0%Sold out
Stone House Investment Management, LLC0$00.00%−21−100.0%Sold out
Copley Financial Group, Inc.0$00.00%−20−100.0%Sold out
Tortoise Investment Management, LLC0$00.00%−10−100.0%Sold out
Proffitt & Goodson Inc0$00.00%−7−100.0%Sold out
Raymond James & Associates––––Not filed
Raymond James Financial Services Advisors, Inc.––––Not filed
Smithbridge Asset Management Inc––––Not filed
Tri Ri Asset Management Corp––––Not filed
Fort Pitt Capital Group, LLC––––Not filed
Susquehanna International Securities, Ltd.––––Not filed
Raymond James Trust N.A.––––Not filed
SpiderRock Advisors, LLC––––Not filed
Eagle Asset Management Inc––––Not filed
Cary Street Partners Asset Management LLC––––Not filed
Alera Investment Advisors, LLC––––Not filed
First Personal Financial Services––––Not filed
Carmichael Hill & Associates, Inc.––––Not filed
First Trust Investment Solutions L.P.––––Not filed
9258 Wealth Management, LLC––––Not filed
M&R Capital Management Inc––––Not filed
Boston Mountain Money Management Inc––––Not filed
Guardian Capital Advisors LP––––Not filed
FinTrust Capital Advisors, LLC––––Not filed
Northwest Investment Counselors, LLC––––Not filed
Alpine Bank Wealth Management––––Not filed
Annapolis Financial Services, LLC––––Not filed
ClariVest Asset Management LLC––––Not filed