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 |
|---|---|---|---|---|---|
| Summit Financial, LLC | 4,515 | $439.3K | 0.02% | +725+19.1% | Added |
| Atlas Capital Advisors LLC | 4,532 | $441.0K | 0.06% | +3,800+519.1% | Added |
| Stablepoint Partners, LLC | 4,549 | $442.7K | 0.08% | +62+1.4% | Added |
| Legal & General Group Plc | 4,586 | $446.3K | 0.00% | +339+8.0% | Added |
| Mraz, Amerine & Associates, Inc. | 4,592 | $446.8K | 0.08% | 00.0% | Unchanged |
| Beddow Capital Management Inc | 4,590 | $447.0K | 0.18% | +1,350+41.7% | Added |
| Two Sigma Advisers, LP | 4,600 | $447.6K | 0.00% | +900+24.3% | Added |
| Insigneo Advisory Services, LLC | 4,622 | $449.8K | 0.05% | +67+1.5% | Added |
| First City Capital Management, Inc. | 4,626 | $450.1K | 0.24% | −735−13.7% | Reduced |
| Rossmore Private Capital | 4,627 | $450.3K | 0.06% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 4,642 | $451.7K | 0.10% | +200+4.5% | Added |
| Washington Trust Co | 4,665 | $454.0K | 0.02% | +200+4.5% | Added |
| Diversify Advisory Services, LLC | 4,592 | $455.0K | 0.03% | −128−2.7% | Reduced |
| Joel Isaacson & Co., LLC | 4,677 | $455.1K | 0.02% | −160−3.3% | Reduced |
| Strategic Investment Advisors | 4,679 | $455.3K | 0.05% | +148+3.3% | Added |
| Value Partners Investments Inc. | 4,693 | $456.3K | 0.26% | +33+0.7% | Added |
| Cullinan Associates Inc | 4,700 | $457.4K | 0.03% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 4,725 | $459.8K | 0.03% | +123+2.7% | Added |
| Mesirow Financial Investment Management, Inc. | 4,773 | $464.4K | 0.01% | +200+4.4% | Added |
| Lazard Asset Management LLC | 4,786 | $465.0K | 0.00% | −506−9.6% | Reduced |
| Plancorp, LLC | 4,817 | $468.8K | 0.02% | +21+0.4% | Added |
| Mill Capital Management, LLC | 4,851 | $472.1K | 0.04% | −2,483−33.9% | Reduced |
| Hall Capital Management Co Inc | 4,857 | $472.6K | 0.22% | +4,857 | New |
| North Star Asset Management Inc | 4,876 | $474.5K | 0.02% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 4,823 | $476.4K | 0.01% | +198+4.3% | Added |
| First American Trust, FSB | 4,907 | $477.5K | 0.05% | −205−4.0% | Reduced |
| Personal Cfo Solutions, LLC | 4,908 | $477.6K | 0.09% | −92−1.8% | Reduced |
| JFS Wealth Advisors, LLC | 4,909 | $477.7K | 0.03% | −104−2.1% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 4,916 | $478.4K | 0.26% | 00.0% | Unchanged |
| Valley Brook Capital Group | 4,959 | $482.6K | 0.36% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 5,000 | $486.6K | 0.21% | 00.0% | Unchanged |
| BXM Wealth LLC | 5,005 | $487.0K | 0.68% | +5,005 | New |
| Bedel Financial Consulting, Inc. | 4,445 | $488.1K | 0.07% | 00.0% | Unchanged |
| GAMMA Investing LLC | 5,024 | $488.9K | 0.04% | −413−7.6% | Reduced |
| Gallacher Capital Management LLC | 5,060 | $492.4K | 0.24% | +124+2.5% | Added |
| Capital Analysts, LLC | 5,083 | $495.0K | 0.02% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 5,117 | $497.9K | 0.08% | +742+17.0% | Added |
| Diversified Trust Co | 5,118 | $498.0K | 0.01% | +19+0.4% | Added |
| Circle Wealth Management, LLC | 5,119 | $498.1K | 0.01% | +294+6.1% | Added |
| Centiva Capital, LP | 5,119 | $498.1K | 0.02% | +2,856+126.2% | Added |
| Alhambra Investment Partners LLC | 5,122 | $498.4K | 0.26% | +88+1.7% | Added |
| Goldstone Financial Group, LLC | 5,146 | $500.8K | 0.08% | +832+19.3% | Added |
| Private Trust Co NA | 5,176 | $503.7K | 0.05% | +355+7.4% | Added |
| Cordatus Wealth Management LLC | 5,186 | $505.0K | 0.13% | +21+0.4% | Added |
| BancorpSouth Bank | 5,213 | $507.3K | 0.03% | −321−5.8% | Reduced |
| Seeds Investor LLC | 5,220 | $508.0K | 0.14% | +261+5.3% | Added |
| Five Oceans Advisors | 5,256 | $511.5K | 0.23% | −5,037−48.9% | Reduced |
| Carr Financial Group Corp | 5,280 | $513.8K | 0.16% | 00.0% | Unchanged |
| Gradient Investments LLC | 5,285 | $514.3K | 0.01% | +71+1.4% | Added |
| Sivia Capital Partners, LLC | 5,303 | $516.0K | 0.26% | −601−10.2% | Reduced |
| Forza Wealth Management, LLC | 5,349 | $520.5K | 0.24% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 5,364 | $522.0K | 0.06% | −20−0.4% | Reduced |
| Allen Wealth Management, LLC | 5,374 | $522.9K | 0.37% | −414−7.2% | Reduced |
| J.W. Cole Advisors, Inc. | 5,380 | $523.5K | 0.02% | −930−14.7% | Reduced |
| Kennebec Savings Bank | 5,282 | $524.3K | 0.53% | −100−1.9% | Reduced |
| MB, Levis & Associates, LLC | 5,410 | $526.4K | 0.26% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 5,429 | $528.3K | 0.07% | −30−0.5% | Reduced |
| Radnor Capital Management, LLC | 5,450 | $530.0K | 0.09% | −1,075−16.5% | Reduced |
| TD Waterhouse Canada Inc. | 5,456 | $530.7K | 0.00% | −94−1.7% | Reduced |
| Rehmann Capital Advisory Group | 5,494 | $534.7K | 0.03% | −820−13.0% | Reduced |
| Financial & Tax Architects, LLC | 5,522 | $537.3K | 0.14% | +683+14.1% | Added |
| StrongBox Wealth, LLC | 5,529 | $538.0K | 0.23% | −201−3.5% | Reduced |
| Spears Abacus Advisors LLC | 5,545 | $539.6K | 0.01% | −333−5.7% | Reduced |
| Oarsman Capital, Inc. | 5,599 | $544.8K | 0.10% | −228−3.9% | Reduced |
| Allianz Asset Management GmbH | 5,600 | $544.9K | 0.00% | −2,200−28.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,611 | $546.0K | 0.01% | +2,496+80.1% | Added |
| Cullen Investment Group, Ltd. | 5,611 | $546.0K | 0.08% | −244−4.2% | Reduced |
| E&G Advisors, LP | 5,638 | $548.6K | 0.15% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 5,698 | $554.5K | 0.18% | +124+2.2% | Added |
| CVA Family Office, LLC | 5,722 | $556.8K | 0.09% | 00.0% | Unchanged |
| Ignite Planners, LLC | 5,724 | $558.8K | 0.12% | +235+4.3% | Added |
| Penbrook Management LLC | 5,760 | $560.5K | 0.38% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 5,776 | $562.1K | 0.01% | +341+6.3% | Added |
| Summit Trail Advisors, LLC | 5,780 | $562.5K | 0.02% | +603+11.6% | Added |
| Monticello Wealth Management, LLC | 5,831 | $567.4K | 0.05% | 00.0% | Unchanged |
| Causeway Capital Management LLC | 5,866 | $570.8K | 0.01% | −1,516−20.5% | Reduced |
| Cascade Financial Partners, LLC | 5,880 | $572.2K | 0.07% | −50−0.8% | Reduced |
| Hutner Capital Management Inc | 5,894 | $573.5K | 0.28% | +3,324+129.3% | Added |
| Bailard, Inc. | 5,963 | $580.3K | 0.01% | +283+5.0% | Added |
| American Trust Investment Advisors, LLC | 5,975 | $581.4K | 0.24% | +800+15.5% | Added |
| Regions Financial Corp | 6,013 | $585.1K | 0.00% | +105+1.8% | Added |
| Mitchell McLeod Pugh & Williams Inc | 6,019 | $585.7K | 0.12% | +40+0.7% | Added |
| ICONIQ Capital, LLC | 6,074 | $591.1K | 0.01% | +2,020+49.8% | Added |
| Jeppson Wealth Management, LLC | 6,078 | $591.5K | 0.21% | −275−4.3% | Reduced |
| Visionary Horizons, LLC | 6,080 | $591.6K | 0.39% | −180−2.9% | Reduced |
| Principal Street Partners, LLC | 6,081 | $591.7K | 0.12% | +10.0% | Added |
| Heritage Family Offices, LLP | 6,107 | $594.3K | 0.30% | +112+1.9% | Added |
| CNB Bank | 6,122 | $595.7K | 0.28% | −973−13.7% | Reduced |
| Heritage Wealth Management, Inc. | 6,136 | $597.1K | 0.20% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 6,144 | $597.9K | 0.00% | −212−3.3% | Reduced |
| Brighton Jones LLC | 6,153 | $598.7K | 0.02% | +2,666+76.5% | Added |
| St Germain D J Co Inc | 6,171 | $600.5K | 0.03% | +679+12.4% | Added |
| Toroso Investments, LLC | 6,172 | $600.6K | 0.00% | +492+8.7% | Added |
| Schulhoff & Co Inc | 6,210 | $604.3K | 0.27% | 00.0% | Unchanged |
| AE Wealth Management LLC | 6,221 | $605.3K | 0.01% | +126+2.1% | Added |
| NTV Asset Management LLC | 6,221 | $605.4K | 0.08% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 6,265 | $610.0K | 0.04% | +537+9.4% | Added |
| Applied Finance Capital Management, LLC | 6,298 | $612.9K | 0.03% | −775−11.0% | Reduced |
| Dakota Wealth Management | 6,345 | $617.4K | 0.01% | −169−2.6% | Reduced |
| Salem Investment Counselors Inc | 6,362 | $619.1K | 0.02% | 00.0% | Unchanged |