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Livermore
ZHEN

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; 1,626 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: 1,605 institutionsQ2 2026: 1,626 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 20261,626$21.3B
Q1 20261,605$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
MPWM Advisory Solutions, LLC171$16.6K0.01%+171New
Richards, Merrill & Peterson, Inc.172$16.7K0.01%+172New
Consultiva Wealth Management, Corp.180$17.5K0.09%+180New
Quintet Private Bank (Europe) S.A.181$17.6K0.00%00.0%Unchanged
Eagle Bay Advisors LLC184$17.9K0.01%00.0%Unchanged
Fortitude Family Office, LLC192$18.7K0.01%−128−40.0%Reduced
Bell Investment Advisors, Inc192$18.7K0.00%+20+11.6%Added
Country Trust Bank194$18.9K0.00%00.0%Unchanged
Close Asset Management Ltd200$19.0K0.00%00.0%Unchanged
Darwin Advisors, LLC197$19.2K0.01%+28+16.6%Added
Carolinas Wealth Consulting LLC198$19.3K0.00%00.0%Unchanged
First United Bank Trust200$19.5K0.01%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group200$19.5K0.00%00.0%Unchanged
McCarthy Grittinger Financial Group, LLC200$19.5K0.01%+200New
Copia Wealth Management200$19.5K0.02%+200New
Frazier Financial Advisors, LLC200$19.5K0.02%−71−26.2%Reduced
Centricity Wealth Management, LLC202$19.7K0.02%+202New
Red Tortoise LLC207$20.1K0.01%00.0%Unchanged
Center for Financial Planning, Inc.210$20.4K0.00%00.0%Unchanged
Cedar Wealth Management, LLC217$21.1K0.01%00.0%Unchanged
Endeavor Private Wealth, Inc.223$21.7K0.02%+223New
TFC Financial Management225$21.9K0.00%−39−14.8%Reduced
Adirondack Trust Co228$22.2K0.01%−61−21.1%Reduced
Medallion Wealth Advisors, LLC228$22.2K0.01%+228New
Capital A Wealth Management, LLC229$22.3K0.04%+229New
Hollencrest Capital Management232$22.6K0.00%00.0%Unchanged
WFA Asset Management Corp233$22.7K0.01%00.0%Unchanged
Retirement Wealth Solutions LLC229$22.7K0.02%+229New
McClarren Financial Advisors, Inc.242$23.0K0.06%+121+100.0%Added
Boyd Watterson Asset Management LLC237$23.1K0.01%00.0%Unchanged
Credit Agricole S A243$23.6K0.00%00.0%Unchanged
ORG Partners LLC244$23.7K0.00%−753−75.5%Reduced
Resources Management Corp250$24.0K0.00%00.0%Unchanged
Albion Financial Group251$24.4K0.00%+160+175.8%Added
Raiffeisen Bank International AG255$24.6K0.00%+255New
Bank of New Hampshire255$24.8K0.01%00.0%Unchanged
Silicon Valley Capital Partners256$24.9K0.00%00.0%Unchanged
Human Investing LLC262$25.5K0.00%+262New
New Millennium Group LLC267$26.0K0.02%00.0%Unchanged
GW&K Investment Management, LLC267$26.0K0.00%00.0%Unchanged
Legacy Investment Solutions, LLC245$26.0K0.02%00.0%Unchanged
Legacy Wealth Managment, LLC245$26.0K0.02%00.0%Unchanged
Raffa Wealth Management, LLC272$26.5K0.01%00.0%Unchanged
Union Bancaire Privee, UBP SA281$27.4K0.00%+281New
Legacy Bridge, LLC292$28.4K0.01%00.0%Unchanged
VSM Wealth Advisory, LLC292$28.4K0.01%+292New
Toronto Dominion Bank300$29.0K0.00%00.0%Unchanged
Mar Vista Investment Partners LLC300$29.2K0.00%00.0%Unchanged
Trust Co300$29.2K0.00%+100+50.0%Added
Cary Street Partner Investment Advisory LLC303$29.5K0.02%−8,620−96.6%Reduced
Asset Dedication, LLC303$29.5K0.00%00.0%Unchanged
Park Square Financial Group, LLC313$30.5K0.02%+313New
Richardson Financial Services Inc.314$30.6K0.02%+31+11.0%Added
Aventura Private Wealth, LLC324$31.5K0.02%+324New
Beacon Capital Management, LLC335$32.6K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.346$33.7K0.00%−353−50.5%Reduced
AdvisorNet Financial, Inc347$33.8K0.00%+20+6.1%Added
Financial Management Professionals, Inc.349$34.0K0.00%−80−18.6%Reduced
ZRC Wealth Management, LLC350$34.1K0.01%00.0%Unchanged
Broadwater Capital Management LLC370$36.0K0.03%00.0%Unchanged
Fairfield Financial Advisors, LTD371$36.1K0.01%−115−23.7%Reduced
Solstein Capital, LLC372$36.2K0.02%00.0%Unchanged
WPG Advisers, LLC372$36.2K0.03%+372New
Clean Yield Group374$36.4K0.01%00.0%Unchanged
Webster Bank, N. A.375$36.5K0.00%00.0%Unchanged
McIlrath & Eck, LLC375$36.5K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC379$36.9K0.01%00.0%Unchanged
Bellwether Advisors, LLC389$37.9K0.01%+389New
Bogart Wealth, LLC392$38.1K0.00%+21+5.7%Added
Hilltop National Bank400$38.9K0.01%00.0%Unchanged
Fourth Dimension Wealth, LLC400$38.9K0.02%+400New
Manchester Capital Management LLC415$40.4K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC425$41.4K0.01%00.0%Unchanged
Pin Oak Investment Advisors Inc369$42.0K0.04%00.0%Unchanged
Perkins Coie Trust Co432$42.0K0.01%−97−18.3%Reduced
Cassady Schiller Wealth Management, LLC444$43.2K0.02%00.0%Unchanged
Creative Financial Designs Inc450$43.7K0.00%−19−4.1%Reduced
Crowley Wealth Management, Inc.464$45.2K0.04%+464New
Vermillion Wealth Management, Inc.465$45.2K0.02%+465New
Bray Capital Advisors467$45.4K0.01%00.0%Unchanged
Roble, Belko & Company, Inc470$46.0K0.01%00.0%Unchanged
Kestra Investment Management, LLC485$47.2K0.00%+485New
Colonial Trust Advisors500$48.7K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC500$48.7K0.01%00.0%Unchanged
Atlantic Trust, LLC520$50.6K0.01%+520New
Pflug Koory, LLC525$51.1K0.03%00.0%Unchanged
Parvin Asset Management, LLC525$51.1K0.06%+525New
Optimum Investment Advisors530$51.6K0.02%00.0%Unchanged
Orion Capital Management LLC533$51.9K0.02%+533New
Marshall & Sterling Wealth Advisors Inc.539$52.4K0.04%+539New
Sugarloaf Wealth Management, LLC544$52.9K0.01%00.0%Unchanged
Centennial Bank545$53.0K0.02%00.0%Unchanged
Zions Bancorporation, N.A.549$53.4K0.00%−160−22.6%Reduced
Coppell Advisory Solutions LLC551$53.6K0.01%−53−8.8%Reduced
Duncker Streett & Co Inc552$53.7K0.01%−440−44.4%Reduced
Missouri Trust & Investment Co554$53.9K0.02%−24−4.2%Reduced
Skopos Labs, Inc.563$54.8K0.02%+563New
WealthCollab, LLC567$55.2K0.04%+18+3.3%Added
Global Financial Private Client, LLC582$56.6K0.02%00.0%Unchanged
Pathway Financial Advisers, LLC594$57.8K0.02%00.0%Unchanged