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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,626 | $21.3B |
| Q1 2026 | 1,605 | $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 |
|---|---|---|---|---|---|
| First Financial Corp | 608 | $59.2K | 0.03% | +1+0.2% | Added |
| Sierra Ocean, LLC | 624 | $60.7K | 0.05% | +624 | New |
| Accredited Wealth Management, LLC | 625 | $60.8K | 0.05% | +625 | New |
| Hanson & Doremus Investment Management | 625 | $61.0K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 648 | $63.1K | 0.01% | −3−0.5% | Reduced |
| Murphy & Mullick Capital Management Corp | 650 | $63.3K | 0.06% | +650 | New |
| Dunhill Financial, LLC | 664 | $64.6K | 0.03% | +157+31.0% | Added |
| BFSG, LLC | 670 | $65.2K | 0.01% | −330−33.0% | Reduced |
| Cape Investment Advisory, Inc. | 683 | $66.5K | 0.03% | +66+10.7% | Added |
| Van Hulzen Asset Management, LLC | 684 | $66.6K | 0.00% | +684 | New |
| AlphaMark Advisors, LLC | 700 | $68.0K | 0.03% | 00.0% | Unchanged |
| CKW Financial Group | 700 | $68.0K | 0.01% | 00.0% | Unchanged |
| 10Elms LLP | – | $68.1K | 0.07% | – | New |
| Evelyn Partners Investment Management LLP | 700 | $68.1K | 0.00% | +700 | New |
| Golden State Wealth Management, LLC | 710 | $69.1K | 0.01% | +710 | New |
| Crews Bank & Trust | 745 | $72.5K | 0.01% | +745 | New |
| Crewe Advisors LLC | 775 | $75.4K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 785 | $76.4K | 0.02% | +696+782.0% | Added |
| Edmond de Rothschild Holding S.A. | 800 | $77.8K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 803 | $78.1K | 0.00% | +803 | New |
| Smithfield Trust Co | 817 | $79.0K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 825 | $80.3K | 0.07% | 00.0% | Unchanged |
| City State Bank | 855 | $83.2K | 0.03% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 872 | $84.9K | 0.03% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 832 | $88.9K | 0.06% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 925 | $90.0K | 0.02% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 969 | $94.3K | 0.06% | −17−1.7% | Reduced |
| Laurel Wealth Advisors LLC | 974 | $94.8K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 978 | $95.2K | 0.02% | +978 | New |
| SBI Securities Co., Ltd. | 993 | $96.6K | 0.00% | +993 | New |
| Continuum Advisory, LLC | 1,021 | $99.4K | 0.01% | +95+10.3% | Added |
| Nisa Investment Advisors, LLC | 1,022 | $99.5K | 0.00% | +500+95.8% | Added |
| SRS Capital Advisors, Inc. | 1,037 | $100.9K | 0.01% | +54+5.5% | Added |
| Glen Eagle Advisors, LLC | 1,040 | $101.2K | 0.02% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,046 | $101.8K | 0.01% | −177−14.5% | Reduced |
| State of Wyoming | 1,130 | $110.0K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 1,163 | $113.2K | 0.01% | −103−8.1% | Reduced |
| Evermay Wealth Management LLC | 1,164 | $113.3K | 0.02% | −12−1.0% | Reduced |
| First PREMIER Bank | 1,175 | $114.0K | 0.03% | −235−16.7% | Reduced |
| Larson Financial Group LLC | 1,194 | $116.2K | 0.01% | −35−2.8% | Reduced |
| Tacita Capital Inc | 1,200 | $116.8K | 0.08% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,232 | $119.9K | 0.02% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,259 | $122.5K | 0.03% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 1,300 | $126.5K | 0.03% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 1,305 | $126.8K | 0.02% | +1,305 | New |
| Rosenberg Matthew Hamilton | 1,307 | $127.2K | 0.03% | −7−0.5% | Reduced |
| Ridgewood Investments LLC | 1,308 | $127.3K | 0.06% | 00.0% | Unchanged |
| Barclays PLC | 1,314 | $127.9K | 0.00% | −26,338−95.2% | Reduced |
| North Star Investment Management Corp. | 1,358 | $132.2K | 0.01% | −33−2.4% | Reduced |
| Concord Wealth Partners | 1,398 | $136.0K | 0.02% | −307−18.0% | Reduced |
| Piscataqua Savings Bank | 1,429 | $139.1K | 0.12% | 00.0% | Unchanged |
| United Community Bank | 1,441 | $140.2K | 0.05% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 1,441 | $140.2K | 0.02% | +1,441 | New |
| Transamerica Financial Advisors, Inc. | 1,444 | $141.0K | 0.01% | −118−7.6% | Reduced |
| Hills Bank & Trust Co | 1,451 | $141.2K | 0.01% | +91+6.7% | Added |
| AllSquare Wealth Management LLC | 1,479 | $143.9K | 0.08% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 1,497 | $145.7K | 0.08% | +1,497 | New |
| GHP Investment Advisors, Inc. | 1,501 | $146.1K | 0.01% | −149−9.0% | Reduced |
| HHM Wealth Advisors, LLC | 1,502 | $146.2K | 0.02% | +1,000+199.2% | Added |
| Heritage Wealth Advisors | 1,505 | $146.5K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 1,538 | $149.7K | 0.01% | +38+2.5% | Added |
| Fairscale Capital, LLC | 1,551 | $150.9K | 0.13% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,573 | $153.1K | 0.05% | −400−20.3% | Reduced |
| Community Bank, N.A. | 1,628 | $158.4K | 0.02% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,688 | $164.2K | 0.03% | +1,077+176.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,717 | $167.6K | 0.00% | −167−8.9% | Reduced |
| IFP Advisors, Inc | 1,730 | $168.3K | 0.01% | +354+25.7% | Added |
| Financial Perspectives, Inc | 1,774 | $172.6K | 0.06% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,829 | $178.0K | 0.02% | 00.0% | Unchanged |
| Union Savings Bank | 1,906 | $185.5K | 0.09% | 00.0% | Unchanged |
| Proequities, Inc. | 1,981 | $194.5K | 0.01% | +896+82.6% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 1,812 | $194.6K | 0.00% | +1,812 | New |
| R Squared Ltd | 2,010 | $195.6K | 0.19% | +2,010 | New |
| Elk River Wealth Management, LLC | 2,060 | $200.5K | 0.04% | 00.0% | Unchanged |
| First Nebraska Trust Co | 2,064 | $200.8K | 0.02% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 2,059 | $201.0K | 0.09% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 2,067 | $201.1K | 0.00% | +32+1.6% | Added |
| Wealthstream Advisors, Inc. | 2,071 | $201.5K | 0.04% | +55+2.7% | Added |
| Interchange Capital Partners, LLC | 2,074 | $201.8K | 0.07% | −93−4.3% | Reduced |
| CoreCap Advisors, LLC | 2,079 | $202.3K | 0.01% | +523+33.6% | Added |
| Peoples Financial Services Corp. | 2,084 | $202.8K | 0.09% | −273−11.6% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 2,091 | $203.5K | 0.02% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 1,933 | $204.0K | 0.00% | +1,933 | New |
| Barry Investment Advisors, LLC | 2,119 | $206.2K | 0.07% | 00.0% | Unchanged |
| Foster Group, Inc. | 2,123 | $206.6K | 0.01% | +289+15.8% | Added |
| Prospect Financial Group LLC | 2,127 | $207.0K | 0.25% | +2,127 | New |
| Jump Financial, LLC | 2,135 | $207.8K | 0.00% | +2,135 | New |
| Koshinski Asset Management, Inc. | 2,137 | $208.0K | 0.02% | +131+6.5% | Added |
| Plimoth Trust Co LLC | 2,148 | $209.0K | 0.05% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 2,150 | $209.2K | 0.01% | −150−6.5% | Reduced |
| F/M Investments LLC | 2,150 | $209.2K | 0.01% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 2,152 | $209.4K | 0.01% | +36+1.7% | Added |
| Vanguard Capital Wealth Advisors | 2,157 | $209.9K | 0.23% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 2,158 | $210.0K | 0.02% | −106−4.7% | Reduced |
| Blue Barn Wealth, LLC | 2,160 | $210.2K | 0.11% | +52+2.5% | Added |
| Clayton Financial Group LLC | 2,166 | $210.8K | 0.08% | 00.0% | Unchanged |
| National Wealth Management Group, LLC | 2,172 | $211.4K | 0.14% | +2,172 | New |
| Davis R M Inc | 2,174 | $211.6K | 0.00% | +65+3.1% | Added |
| OneAscent Financial Services LLC | 2,181 | $212.0K | 0.02% | −26−1.2% | Reduced |
| Sound Income Strategies, LLC | 2,196 | $213.7K | 0.01% | +2,166+7,220.0% | Added |