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 |
|---|---|---|---|---|---|
| Blue Fin Capital, Inc. | 2,200 | $214.2K | 0.04% | −20−0.9% | Reduced |
| Gimbal Financial | 2,203 | $214.4K | 0.18% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 2,205 | $214.6K | 0.00% | +42+1.9% | Added |
| Mattern Capital Management, LLC | 2,211 | $215.2K | 0.03% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 2,213 | $215.4K | 0.08% | +2,213 | New |
| Redwood Wealth Management Group, LLC | 2,218 | $215.8K | 0.11% | −130−5.5% | Reduced |
| Delta Financial Group, Inc. | 2,219 | $216.0K | 0.05% | 00.0% | Unchanged |
| Braun-Bostich & Associates Inc. | 2,221 | $216.1K | 0.16% | −133−5.6% | Reduced |
| Smith, Moore & Co. | 2,224 | $216.4K | 0.02% | +277+14.2% | Added |
| Stanley-Laman Group, Ltd. | 2,225 | $216.5K | 0.03% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 2,228 | $216.8K | 0.06% | −100−4.3% | Reduced |
| Wealth Dimensions Group, Ltd. | 2,238 | $217.8K | 0.05% | +7+0.3% | Added |
| Guardian Partners Inc. | 2,175 | $218.0K | 0.02% | +2,175 | New |
| Dakota Community Bank & Trust NA | 2,242 | $218.2K | 1.04% | 00.0% | Unchanged |
| StoneX Group Inc. | 2,242 | $218.2K | 0.01% | +2,242 | New |
| Tyche Wealth Partners LLC | 2,247 | $218.6K | 0.05% | 00.0% | Unchanged |
| Gibbs Wealth Management | 2,248 | $218.8K | 0.06% | +2,248 | New |
| Angeles Investment Advisors, LLC | 2,254 | $219.3K | 0.01% | −205−8.3% | Reduced |
| Financial Security Advisor, Inc. | 2,259 | $219.8K | 0.06% | 00.0% | Unchanged |
| Intrua Financial, LLC | 2,264 | $220.3K | 0.04% | −29−1.3% | Reduced |
| SeaCrest Wealth Management, LLC | 2,271 | $221.0K | 0.02% | +2,271 | New |
| Change Path, LLC | 2,280 | $221.9K | 0.01% | −4,492−66.3% | Reduced |
| Moody Lynn & Lieberson, LLC | 2,289 | $222.7K | 0.01% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 2,290 | $222.8K | 0.05% | −71−3.0% | Reduced |
| Rockland Trust Co | 2,295 | $223.3K | 0.01% | 00.0% | Unchanged |
| Ewa, LLC | 2,298 | $223.7K | 0.08% | +40+1.8% | Added |
| Schmidt P J Investment Management Inc | 2,300 | $223.8K | 0.04% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 2,309 | $224.7K | 0.00% | +205+9.7% | Added |
| CoreFirst Bank & Trust | 2,310 | $224.8K | 0.13% | +120+5.5% | Added |
| Proficio Capital Partners LLC | 2,312 | $225.0K | 0.02% | +2,312 | New |
| Oakworth Capital, Inc. | 2,319 | $225.7K | 0.02% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 2,321 | $225.8K | 0.04% | +33+1.4% | Added |
| Key Client Fiduciary Advisors, LLC | 2,329 | $226.6K | 0.10% | 00.0% | Unchanged |
| Narus Financial Partners, LLC | 2,329 | $226.6K | 0.08% | +33+1.4% | Added |
| Shoker Investment Counsel, Inc. | 2,335 | $227.2K | 0.08% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 2,340 | $227.7K | 0.02% | −43−1.8% | Reduced |
| New Republic Capital, LLC | 2,340 | $227.7K | 0.15% | +326+16.2% | Added |
| HBK Sorce Advisory LLC | 2,341 | $227.8K | 0.01% | +42+1.8% | Added |
| Kendall Capital Management | 2,345 | $228.2K | 0.07% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 2,351 | $228.7K | 0.00% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 2,372 | $230.8K | 0.08% | +400+20.3% | Added |
| Argyle Capital Management Inc. | 2,375 | $231.1K | 0.09% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 2,248 | $232.4K | 0.07% | +2,248 | New |
| Aigen Investment Management, LP | 2,394 | $233.0K | 0.04% | +2,394 | New |
| Flow Traders U.S. LLC | 2,394 | $233.0K | 0.01% | +2,394 | New |
| M. Kulyk & Associates, LLC | 2,398 | $233.3K | 0.05% | +40+1.7% | Added |
| IHT Wealth Management, LLC | 2,403 | $233.8K | 0.01% | −813−25.3% | Reduced |
| Opal Wealth Advisors, LLC | 2,403 | $233.8K | 0.07% | −46−1.9% | Reduced |
| Tucker Asset Management LLC | 2,405 | $234.0K | 0.02% | +2,384+11,352.4% | Added |
| Berkeley Capital Partners, LLC | 2,408 | $234.3K | 0.07% | −3,608−60.0% | Reduced |
| Farmers National Bank | 2,420 | $235.5K | 0.07% | +2,420 | New |
| Hopwood Financial Services, Inc. | 2,425 | $236.0K | 0.18% | +2,425 | New |
| Norris Perne & French LLP | 2,432 | $236.7K | 0.02% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 2,441 | $237.1K | 0.10% | 00.0% | Unchanged |
| IFG Advisory, LLC | 2,439 | $237.3K | 0.01% | +2,439 | New |
| Lawson Kroeker Investment Management Inc | 2,442 | $237.6K | 0.04% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 2,450 | $238.4K | 0.03% | 00.0% | Unchanged |
| Essex LLC | 2,450 | $238.4K | 0.05% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 2,454 | $238.8K | 0.19% | −240−8.9% | Reduced |
| CFS Investment Advisory Services, LLC | 2,460 | $239.0K | 0.02% | +49+2.0% | Added |
| Chicago Partners Investment Group LLC | 2,388 | $239.3K | 0.01% | +2,388 | New |
| Laraway Financial Inc | 2,467 | $240.1K | 0.19% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 2,482 | $241.5K | 0.07% | −94−3.6% | Reduced |
| Wimmer Associates 1, LLC | 2,524 | $245.6K | 0.12% | −540−17.6% | Reduced |
| Merrion Investment Management Co, LLC | 2,535 | $246.7K | 0.17% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 2,536 | $246.8K | 0.06% | +2,536 | New |
| Liberty Wealth Management LLC | 2,551 | $248.2K | 0.04% | +296+13.1% | Added |
| Atlantic Edge Private Wealth Management, LLC | 2,555 | $248.6K | 0.08% | 00.0% | Unchanged |
| BBR Partners, LLC | 2,565 | $249.6K | 0.02% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 2,567 | $249.8K | 0.02% | −240−8.6% | Reduced |
| GSB Wealth Management, LLC | 2,567 | $249.9K | 0.06% | −10.0% | Reduced |
| Eagle Strategies LLC | 2,570 | $250.1K | 0.04% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 2,575 | $250.6K | 0.03% | −82−3.1% | Reduced |
| FLC Capital Advisors | 2,586 | $251.6K | 0.06% | +220+9.3% | Added |
| Spire Wealth Management | 2,586 | $251.7K | 0.01% | +13+0.5% | Added |
| Consolidated Portfolio Review Corp | 2,598 | $252.8K | 0.04% | 00.0% | Unchanged |
| Xponance, Inc. | 2,600 | $253.0K | 0.00% | +131+5.3% | Added |
| Meridian Wealth Advisors, LLC | 2,601 | $253.1K | 0.04% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 2,620 | $255.0K | 0.03% | 00.0% | Unchanged |
| Platform Technology Partners | 2,628 | $255.8K | 0.08% | −10.0% | Reduced |
| Magnus Financial Group LLC | 2,645 | $257.4K | 0.02% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 2,651 | $258.0K | 0.06% | −10.0% | Reduced |
| Intergy Private Wealth, LLC | 2,653 | $258.2K | 0.10% | +154+6.2% | Added |
| Beutel, Goodman & Co Ltd. | 2,675 | $260.0K | 0.00% | −250−8.5% | Reduced |
| Argent Advisors, Inc. | 2,673 | $260.1K | 0.10% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 2,673 | $260.1K | 0.00% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 2,676 | $260.4K | 0.02% | +162+6.4% | Added |
| Catalina Capital Group, LLC | 2,682 | $261.0K | 0.09% | +697+35.1% | Added |
| First Citizens Bank & Trust Co | 2,684 | $261.2K | 0.00% | +706+35.7% | Added |
| Occidental Asset Management, LLC | 2,690 | $261.8K | 0.04% | 00.0% | Unchanged |
| Notis-McConarty Edward | 2,700 | $262.7K | 0.13% | −1,015−27.3% | Reduced |
| Wealth Alliance Advisory Group, LLC | 2,700 | $262.7K | 0.06% | −100−3.6% | Reduced |
| Capital Market Strategies LLC | 2,700 | $262.7K | 0.15% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 2,702 | $262.9K | 0.11% | +43+1.6% | Added |
| Quad-Cities Investment Group, LLC | 2,705 | $263.2K | 0.13% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 2,708 | $263.5K | 0.02% | +70+2.7% | Added |
| Philadelphia Trust Co | 2,714 | $264.0K | 0.02% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 2,724 | $265.1K | 0.07% | +7+0.3% | Added |
| May Hill Capital, LLC | 2,724 | $265.1K | 0.10% | +2,724 | New |
| Northstar Group, Inc. | 2,729 | $265.6K | 0.04% | 00.0% | Unchanged |