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 |
|---|---|---|---|---|---|
| DF Dent & Co Inc | 3,465 | $337.2K | 0.00% | 00.0% | Unchanged |
| Maia Wealth LLC | 3,264 | $337.5K | 0.07% | +896+37.8% | Added |
| Latitude Advisors, LLC | 3,479 | $338.6K | 0.19% | −22−0.6% | Reduced |
| Michels Family Financial, LLC | 3,482 | $338.8K | 0.31% | +3,482 | New |
| MMBG Investment Advisors Co. | 3,492 | $339.8K | 0.04% | −1,510−30.2% | Reduced |
| LaFleur & Godfrey LLC | 3,497 | $340.3K | 0.05% | 00.0% | Unchanged |
| Sachetta, LLC | 3,498 | $340.4K | 0.13% | −5−0.1% | Reduced |
| Main Street Financial Solutions, LLC | 3,499 | $340.5K | 0.03% | −921−20.8% | Reduced |
| Cherokee Insurance Co | 3,500 | $340.6K | 0.15% | +3,500 | New |
| YHB Investment Advisors, Inc. | 3,523 | $342.8K | 0.03% | −600−14.6% | Reduced |
| Robertson Stephens Wealth Management, LLC | 3,526 | $343.1K | 0.01% | +210+6.3% | Added |
| Optas, LLC | 3,542 | $344.7K | 0.07% | −265−7.0% | Reduced |
| RNC Capital Management LLC | 3,545 | $345.0K | 0.02% | −137−3.7% | Reduced |
| Walter & Keenan Financial Consulting Co | 3,550 | $345.5K | 0.10% | −600−14.5% | Reduced |
| Hickory Asset Management, Inc. | 3,582 | $348.6K | 0.30% | +3,582 | New |
| Seven Mile Advisory | 3,587 | $349.1K | 0.22% | −436−10.8% | Reduced |
| Colonial Trust Co | 3,589 | $349.2K | 0.05% | +615+20.7% | Added |
| Cape Cod Five Cents Savings Bank | 3,039 | $349.5K | 0.03% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 3,596 | $349.9K | 0.11% | +277+8.3% | Added |
| Pointe Capital Management LLC | 3,598 | $350.1K | 0.20% | +56+1.6% | Added |
| Crew Capital Management, Ltd. | 3,599 | $350.2K | 0.29% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 3,602 | $350.5K | 0.02% | +658+22.4% | Added |
| Arete Wealth Advisors, LLC | 3,607 | $351.0K | 0.03% | +87+2.5% | Added |
| Belvedere Trading LLC | 3,615 | $351.8K | 0.03% | −202−5.3% | Reduced |
| Simplicity Wealth,LLC | 3,621 | $352.4K | 0.07% | +1,244+52.3% | Added |
| Berkshire Bank | 3,626 | $352.8K | 0.08% | −596−14.1% | Reduced |
| Cetera Trust Company, N.A | 3,627 | $352.9K | 0.23% | −60−1.6% | Reduced |
| Financial Engines Advisors L.L.C. | 3,640 | $354.2K | 0.00% | +3,640 | New |
| Aull & Monroe Investment Management Corp | 3,641 | $354.3K | 0.18% | −200−5.2% | Reduced |
| Burke & Herbert Bank & Trust Co | 3,654 | $355.6K | 0.08% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 3,661 | $356.3K | 0.03% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 3,664 | $356.5K | 0.01% | −405−10.0% | Reduced |
| D'Orazio & Associates, Inc. | 3,687 | $358.8K | 0.05% | −175−4.5% | Reduced |
| Newman Dignan & Sheerar, Inc. | 3,699 | $359.9K | 0.09% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 3,699 | $360.0K | 0.05% | −33−0.9% | Reduced |
| Pinnacle Bancorp, Inc. | 3,712 | $361.2K | 0.12% | −25−0.7% | Reduced |
| Parkside Financial Bank & Trust | 3,715 | $361.5K | 0.05% | +22+0.6% | Added |
| Glenview Trust Co | 3,715 | $361.5K | 0.01% | +8+0.2% | Added |
| Chapman Financial Group, LLC | 3,733 | $363.3K | 0.29% | +3,733 | New |
| Squarepoint Ops LLC | 3,746 | $364.5K | 0.00% | +3,746 | New |
| Freestone Capital Holdings, LLC | 3,750 | $364.9K | 0.01% | −210−5.3% | Reduced |
| Round Rock Advisors, LLC | 3,750 | $364.9K | 0.07% | +250+7.1% | Added |
| Equitable Holdings, Inc. | 3,758 | $365.7K | 0.00% | +239+6.8% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 3,763 | $366.0K | 0.01% | +343+10.0% | Added |
| Riverview Trust Co | 3,763 | $366.2K | 0.33% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 3,784 | $368.2K | 0.14% | −77−2.0% | Reduced |
| Hollow Brook Wealth Management LLC | 3,788 | $368.6K | 0.11% | 00.0% | Unchanged |
| Abel Hall, LLC | 3,792 | $369.0K | 0.24% | +82+2.2% | Added |
| Beck Mack & Oliver LLC | 3,800 | $369.8K | 0.01% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 3,810 | $370.8K | 0.03% | +258+7.3% | Added |
| Cohen Investment Advisors LLC | 3,814 | $371.1K | 0.22% | +116+3.1% | Added |
| Lindbrook Capital, LLC | 3,816 | $371.3K | 0.03% | −113−2.9% | Reduced |
| Veracity Capital LLC | 3,828 | $372.5K | 0.14% | −132−3.3% | Reduced |
| Flagship Harbor Advisors, LLC | 3,842 | $373.9K | 0.02% | +262+7.3% | Added |
| Natural Investments, LLC | 3,851 | $374.0K | 0.10% | +3,851 | New |
| Knightsbridge Asset Management, LLC | 3,851 | $374.7K | 0.09% | +457+13.5% | Added |
| Convergence Financial, LLC | 3,852 | $374.8K | 0.07% | +58+1.5% | Added |
| Moloney Securities Asset Management, LLC | 3,861 | $375.7K | 0.05% | +375+10.8% | Added |
| Twin Lakes Capital Management, LLC | 3,905 | $380.0K | 0.24% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 3,918 | $381.3K | 0.22% | +705+21.9% | Added |
| Aureus Asset Management, LLC | 3,918 | $381.3K | 0.02% | +1,989+103.1% | Added |
| Essex Savings Bank | 3,935 | $382.9K | 0.09% | +72+1.9% | Added |
| McDaniel Terry & Co | 3,940 | $383.0K | 0.03% | −2,250−36.3% | Reduced |
| Texas Yale Capital Corp. | 3,952 | $384.6K | 0.02% | +290+7.9% | Added |
| Claro Advisors LLC | 3,954 | $384.8K | 0.05% | −684−14.7% | Reduced |
| S.A. Mason LLC | 4,040 | $393.1K | 0.21% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 3,979 | $394.2K | 0.09% | +81+2.1% | Added |
| Argyle Capital Partners, LLC | 4,061 | $395.2K | 0.34% | +4,061 | New |
| HM Payson & Co | 4,062 | $395.3K | 0.01% | +899+28.4% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 4,063 | $395.4K | 0.04% | 00.0% | Unchanged |
| American National Bank | 4,096 | $398.6K | 0.04% | 00.0% | Unchanged |
| Roxbury Financial LLC | 3,769 | $398.7K | 0.38% | +3,769 | New |
| Central Pacific Bank - Trust Division | 4,100 | $399.0K | 0.05% | −50−1.2% | Reduced |
| Thoroughbred Financial Services, LLC | 4,123 | $401.0K | 0.02% | +133+3.3% | Added |
| Crux Wealth Advisors | 4,132 | $402.1K | 0.22% | +4,132 | New |
| Concurrent Investment Advisors, LLC | 4,143 | $403.1K | 0.01% | +409+11.0% | Added |
| Pinnacle West Asset Management, Inc. | 4,155 | $404.0K | 0.29% | +25+0.6% | Added |
| Intellectus Partners, LLC | 4,161 | $404.9K | 0.09% | −100−2.3% | Reduced |
| Meridian Wealth Management, LLC | 4,161 | $404.9K | 0.02% | +106+2.6% | Added |
| Capital Investment Advisors, LLC | 4,203 | $408.9K | 0.01% | −22−0.5% | Reduced |
| Sigma Planning Corp | 4,218 | $410.4K | 0.01% | −1,012−19.3% | Reduced |
| Helen Stephens Group, LLC | 4,222 | $410.8K | 0.12% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 4,247 | $413.3K | 0.03% | 00.0% | Unchanged |
| Nwam LLC | 4,255 | $414.1K | 0.03% | +186+4.6% | Added |
| Curbstone Financial Management Corp | 4,256 | $414.2K | 0.09% | +212+5.2% | Added |
| Simon Quick Advisors, LLC | 4,257 | $414.2K | 0.02% | +67+1.6% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 4,282 | $416.7K | 0.10% | +77+1.8% | Added |
| Chicago Trust Co NA | 4,287 | $417.2K | 0.07% | −17−0.4% | Reduced |
| Verity Asset Management, Inc. | 4,287 | $417.2K | 0.24% | +543+14.5% | Added |
| Independent Financial Group, LLC | 4,309 | $419.3K | 0.01% | +1,657+62.5% | Added |
| Wealth Group, Ltd. | 4,329 | $421.0K | 0.27% | −178−3.9% | Reduced |
| Tranquilli Financial Advisor LLC | 4,335 | $421.8K | 0.27% | −19−0.4% | Reduced |
| AdvisorShares Investments LLC | 4,360 | $424.3K | 0.08% | +4,360 | New |
| Independent Advisor Alliance | 4,362 | $424.5K | 0.01% | +826+23.4% | Added |
| Violich Capital Management, Inc. | 4,397 | $428.0K | 0.06% | −15−0.3% | Reduced |
| Buckingham Strategic Partners | 4,400 | $428.2K | 0.01% | +1,468+50.1% | Added |
| Regatta Capital Group, LLC | 4,411 | $429.2K | 0.08% | −69−1.5% | Reduced |
| Stokes Family Office, LLC | 4,484 | $436.3K | 0.05% | +4,484 | New |
| Grimes & Company, Inc. | 4,487 | $436.6K | 0.01% | −84−1.8% | Reduced |
| Clear Harbor Asset Management, LLC | 4,493 | $437.2K | 0.04% | +70+1.6% | Added |