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 |
|---|---|---|---|---|---|
| Guardian Wealth Advisors, LLC | 2,733 | $265.9K | 0.02% | 00.0% | Unchanged |
| LRI Investments, LLC | 2,734 | $266.1K | 0.03% | −2,000−42.2% | Reduced |
| BKD Wealth Advisors, LLC | 2,736 | $266.2K | 0.01% | −42−1.5% | Reduced |
| Jacobs & Co | 2,750 | $267.0K | 0.03% | 00.0% | Unchanged |
| Roehl & Yi Investment Advisors, LLC | 2,748 | $267.4K | 0.15% | +2,748 | New |
| Synergy Financial Management, LLC | 2,686 | $268.6K | 0.02% | +2,686 | New |
| Legacy Capital Group California, Inc. | 2,762 | $268.8K | 0.08% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 2,770 | $269.5K | 0.02% | −50−1.8% | Reduced |
| Aspiriant, LLC | 2,770 | $269.5K | 0.01% | −37−1.3% | Reduced |
| Essex Investment Management Co LLC | 2,775 | $270.0K | 0.05% | 00.0% | Unchanged |
| Analyst IMS Investment Management Services Ltd. | 2,781 | $271.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 2,788 | $271.3K | 0.08% | +5+0.2% | Added |
| Wealthcare Advisory Partners LLC | 2,789 | $271.4K | 0.01% | −185−6.2% | Reduced |
| Flywheel Private Wealth LLC | 2,797 | $272.2K | 0.25% | +2,797 | New |
| RiverGlades Family Offices LLC | 2,800 | $272.5K | 0.19% | 00.0% | Unchanged |
| Roundview Capital LLC | 2,807 | $273.1K | 0.02% | +149+5.6% | Added |
| Wealthspire Advisors, LLC | 2,810 | $273.5K | 0.00% | −440−13.5% | Reduced |
| Sage Mountain Advisors LLC | 2,815 | $273.9K | 0.02% | −783−21.8% | Reduced |
| Global Trust Asset Management, LLC | 2,822 | $274.6K | 0.10% | −30−1.1% | Reduced |
| Brady Family Wealth, LLC | 2,831 | $275.5K | 0.08% | −429−13.2% | Reduced |
| Portfolio Design Labs, LLC | 2,842 | $276.6K | 0.06% | +2,842 | New |
| Busey Wealth Management | 2,850 | $277.3K | 0.01% | −6−0.2% | Reduced |
| Kapstone Financial Advisors LLC | 2,695 | $277.4K | 0.15% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 2,858 | $278.1K | 0.02% | 00.0% | Unchanged |
| one8zero8, LLC | 2,864 | $278.7K | 0.06% | +2,864 | New |
| Vicus Capital | 2,866 | $278.9K | 0.02% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 2,870 | $279.3K | 0.08% | 00.0% | Unchanged |
| Armor Investment Advisors, LLC | 2,878 | $280.1K | 0.12% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 2,893 | $281.5K | 0.01% | +118+4.3% | Added |
| Tompkins Financial Corp | 2,910 | $283.2K | 0.03% | 00.0% | Unchanged |
| Haven Private, LLC | 2,939 | $286.0K | 0.16% | +2,939 | New |
| Thomasville National Bank | 2,944 | $286.5K | 0.02% | −380−11.4% | Reduced |
| Wulff, Hansen & Co. | 2,945 | $286.6K | 0.27% | −100−3.3% | Reduced |
| Paradigm Capital Management, LLC | 2,945 | $287.0K | 0.27% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 2,969 | $288.9K | 0.09% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 3,000 | $291.9K | 0.14% | 00.0% | Unchanged |
| Sentry LLC | 3,010 | $292.9K | 0.06% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 3,013 | $293.2K | 0.01% | −125−4.0% | Reduced |
| Enterprise Financial Services Corp | 3,016 | $293.5K | 0.16% | +160+5.6% | Added |
| Icon Wealth Advisors, LLC | 3,025 | $294.3K | 0.02% | −12−0.4% | Reduced |
| Almanack Investment Partners, LLC. | 3,047 | $296.5K | 0.05% | +37+1.2% | Added |
| PFG Investments, LLC | 3,054 | $297.2K | 0.02% | −44−1.4% | Reduced |
| Focus Financial Network, Inc. | 3,055 | $297.3K | 0.01% | −30−1.0% | Reduced |
| Belmont Capital, LLC | 3,058 | $297.6K | 0.05% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 3,076 | $299.4K | 0.01% | 00.0% | Unchanged |
| West Coast Financial LLC | 3,084 | $300.1K | 0.03% | 00.0% | Unchanged |
| Puzo Michael J | 3,085 | $300.2K | 0.08% | −4,240−57.9% | Reduced |
| TigerOak Management, L.L.C. | 3,096 | $301.3K | 0.11% | +3,096 | New |
| Heck Capital Advisors, LLC | 3,102 | $301.9K | 0.03% | −4−0.1% | Reduced |
| Key Financial Inc | 3,116 | $303.2K | 0.07% | 00.0% | Unchanged |
| Range Financial Group LLC | 3,117 | $303.3K | 0.14% | +3,117 | New |
| Mosley Wealth Management | 2,948 | $303.4K | 0.19% | +420+16.6% | Added |
| Peddock Capital Advisors, LLC | 3,124 | $304.0K | 0.07% | 00.0% | Unchanged |
| Dillon & Associates Inc | 3,134 | $304.0K | 0.04% | −100−3.1% | Reduced |
| EverSource Wealth Advisors, LLC | 3,127 | $304.3K | 0.02% | +420+15.5% | Added |
| Viawealth, LLC | 3,129 | $304.5K | 0.18% | −74−2.3% | Reduced |
| Millstone Evans Group, LLC | 3,132 | $304.8K | 0.21% | +3,132 | New |
| Capital Investment Advisory Services, LLC | 3,132 | $304.8K | 0.03% | −8−0.3% | Reduced |
| Charter Trust Co | 3,133 | $304.9K | 0.02% | −536−14.6% | Reduced |
| Canopy Partners, LLC | 3,138 | $305.4K | 0.12% | +25+0.8% | Added |
| Edge Capital Group, LLC | 3,156 | $307.1K | 0.01% | +89+2.9% | Added |
| Cypress Capital Group | 3,158 | $307.3K | 0.04% | −300−8.7% | Reduced |
| Ashton Thomas Private Wealth, LLC | 3,178 | $309.2K | 0.01% | +211+7.1% | Added |
| Wedbush Securities Inc | 3,223 | $314.0K | 0.01% | −433−11.8% | Reduced |
| Canal Capital Management, LLC | 3,230 | $314.3K | 0.05% | −2,010−38.4% | Reduced |
| Cornerstone Wealth Management, LLC | 3,239 | $315.2K | 0.02% | +580+21.8% | Added |
| Hexagon Capital Partners LLC | 3,240 | $315.3K | 0.06% | −255−7.3% | Reduced |
| Altfest L J & Co Inc | 3,248 | $316.1K | 0.04% | −429−11.7% | Reduced |
| Angeles Wealth Management, LLC | 3,249 | $316.2K | 0.03% | +110+3.5% | Added |
| Stiles Financial Services Inc | 3,249 | $316.4K | 0.11% | 00.0% | Unchanged |
| LCM Capital Management Inc | 3,260 | $317.3K | 0.18% | +5+0.2% | Added |
| Formidable Asset Management, LLC | 3,265 | $317.7K | 0.05% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 3,275 | $318.7K | 0.40% | +3,275 | New |
| Certior Financial Group, LLC | 3,285 | $319.7K | 0.28% | +3,285 | New |
| Woodstock Corp | 3,292 | $320.3K | 0.03% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 3,038 | $320.4K | 0.06% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 3,296 | $320.7K | 0.09% | +750+29.5% | Added |
| Traveka Wealth, LLC | 3,304 | $321.5K | 0.18% | −221−6.3% | Reduced |
| Gitterman Wealth Management, LLC | 3,324 | $323.4K | 0.14% | +249+8.1% | Added |
| Caldwell Trust Co | 3,330 | $324.0K | 0.03% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 3,331 | $324.1K | 0.04% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 3,340 | $325.0K | 0.03% | 00.0% | Unchanged |
| Prairie Sky Financial Group LLC | 3,350 | $326.0K | 0.20% | 00.0% | Unchanged |
| Icapital Wealth LLC | 3,352 | $326.2K | 0.19% | 00.0% | Unchanged |
| Graypoint LLC | 3,357 | $326.6K | 0.02% | −384−10.3% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 3,363 | $327.3K | 0.35% | −14−0.4% | Reduced |
| Mitchell Sinkler & Starr | 3,365 | $327.4K | 0.09% | 00.0% | Unchanged |
| Acorn Creek Capital LLC | 3,368 | $327.7K | 0.17% | −20−0.6% | Reduced |
| Moneta Group Investment Advisors LLC | 3,375 | $328.5K | 0.00% | +37+1.1% | Added |
| Southland Equity Partners LLC | 3,380 | $328.9K | 0.08% | +381+12.7% | Added |
| Smith, Salley & Associates | 3,392 | $330.1K | 0.02% | −44−1.3% | Reduced |
| Round Hill Asset Management | 3,392 | $330.1K | 0.23% | 00.0% | Unchanged |
| Three Seasons Wealth, LLC | 3,400 | $330.9K | 0.16% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 3,425 | $333.3K | 0.16% | −155−4.3% | Reduced |
| Wealth Alliance | 3,427 | $333.5K | 0.04% | −94−2.7% | Reduced |
| Sagespring Wealth Partners, LLC | 3,434 | $334.2K | 0.01% | +3,434 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,436 | $334.4K | 0.03% | −661−16.1% | Reduced |
| King Wealth | 3,450 | $336.0K | 0.05% | 00.0% | Unchanged |
| GQG Partners LLC | 3,456 | $336.3K | 0.00% | −222−6.0% | Reduced |
| Verition Fund Management LLC | 3,464 | $337.1K | 0.00% | +3,464 | New |