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 |
|---|---|---|---|---|---|
| Liberty One Investment Management, LLC | 6,448 | $627.5K | 0.07% | −173−2.6% | Reduced |
| Motco | 6,459 | $628.5K | 0.06% | +315+5.1% | Added |
| Wedmont Private Capital | 6,348 | $629.0K | 0.03% | +158+2.6% | Added |
| Neville Rodie & Shaw Inc | 6,460 | $629.0K | 0.05% | 00.0% | Unchanged |
| Lantz Financial LLC | 6,478 | $630.4K | 0.17% | −384−5.6% | Reduced |
| Stephens Inc | 6,484 | $631.0K | 0.01% | +69+1.1% | Added |
| Peoples Bank | 6,538 | $636.2K | 0.44% | 00.0% | Unchanged |
| Brucke Financial, Inc. | 6,121 | $641.0K | 0.55% | +6,121 | New |
| Gilliland Jeter Wealth Management LLC | 6,619 | $644.1K | 0.22% | +521+8.5% | Added |
| CFO4Life Group, LLC | 6,619 | $644.1K | 0.11% | +379+6.1% | Added |
| Keel Point, LLC | 6,691 | $651.1K | 0.05% | −856−11.3% | Reduced |
| Ariadne Wealth Management, LP | 6,094 | $651.1K | 0.30% | +727+13.5% | Added |
| HB Wealth Management, LLC | 6,744 | $656.3K | 0.01% | +534+8.6% | Added |
| Valeo Financial Advisors, LLC | 6,765 | $658.3K | 0.02% | +64+1.0% | Added |
| Jacobi Capital Management LLC | 6,779 | $659.7K | 0.05% | −156−2.2% | Reduced |
| Burns J W & Co Inc | 6,787 | $660.5K | 0.08% | −1,222−15.3% | Reduced |
| Klingenstein Fields & Co LP | 6,797 | $661.4K | 0.03% | 00.0% | Unchanged |
| Kennedy Investment Group | 6,830 | $664.6K | 0.30% | +80+1.2% | Added |
| Ascent Group, LLC | 6,848 | $666.4K | 0.05% | +157+2.3% | Added |
| Kimelman & Baird, LLC | 6,850 | $666.6K | 0.05% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 6,851 | $666.7K | 0.01% | −157−2.2% | Reduced |
| Hemenway Trust Co LLC | 6,854 | $666.9K | 0.05% | −4,335−38.7% | Reduced |
| Banco de Sabadell, S.A | 6,852 | $670.0K | 0.53% | −264−3.7% | Reduced |
| Mezzasalma Advisors, LLC | 6,901 | $671.5K | 0.22% | +1,657+31.6% | Added |
| GeoWealth Management, LLC | 6,918 | $673.2K | 0.02% | +4,606+199.2% | Added |
| Resources Investment Advisors, LLC. | 6,972 | $678.4K | 0.01% | −3,177−31.3% | Reduced |
| Gladstone Institutional Advisory LLC | 6,977 | $679.0K | 0.03% | −190−2.7% | Reduced |
| Marotta Asset Management | 7,003 | $680.3K | 0.14% | −267−3.7% | Reduced |
| Essex Financial Services, Inc. | 7,037 | $684.8K | 0.05% | +17+0.2% | Added |
| Net Worth Advisory Group | 7,051 | $686.1K | 0.21% | −99−1.4% | Reduced |
| Central Trust Co | 7,073 | $688.3K | 0.02% | +5+0.1% | Added |
| Axxcess Wealth Management, LLC | 7,083 | $689.3K | 0.02% | +4,267+151.5% | Added |
| Ronald Blue Trust, Inc. | 7,086 | $689.5K | 0.01% | −4,046−36.3% | Reduced |
| Belpointe Asset Management LLC | 5,707 | $689.9K | 0.04% | +1,387+32.1% | Added |
| St. Clair Advisors, LLC | 7,092 | $690.1K | 0.20% | 00.0% | Unchanged |
| BSW Wealth Partners | 7,169 | $697.6K | 0.10% | −558−7.2% | Reduced |
| Bradyco, Inc. | 7,191 | $699.8K | 0.43% | +7,191 | New |
| Beacon Investment Advisory Services, Inc. | 7,197 | $700.3K | 0.03% | −537−6.9% | Reduced |
| Lantern Wealth Advisors, LLC | 7,200 | $700.6K | 0.46% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 7,201 | $700.7K | 0.08% | +7,201 | New |
| Agate Pass Investment Management, LLC | 7,215 | $702.1K | 0.32% | +7,215 | New |
| Cypress Asset Management Inc | 7,082 | $703.7K | 0.17% | −874−11.0% | Reduced |
| Hartford Funds Management Co LLC | 7,245 | $705.1K | 0.06% | +633+9.6% | Added |
| Ruggaard & Associates LLC | 7,286 | $709.0K | 0.31% | −135−1.8% | Reduced |
| Means Investment Co., Inc. | 7,306 | $710.9K | 0.07% | −200−2.7% | Reduced |
| Romano Brothers and Company | 7,312 | $711.5K | 0.09% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,891 | $712.6K | 0.01% | −605−8.1% | Reduced |
| Diversify Wealth Management, LLC | 7,240 | $717.3K | 0.06% | +1,072+17.4% | Added |
| Keystone Financial Services | 7,374 | $717.5K | 0.27% | +237+3.3% | Added |
| Oxford Wealth Group, LLC | 7,407 | $720.7K | 0.47% | +184+2.5% | Added |
| Umb Bank N A | 7,419 | $721.9K | 0.01% | −2,823−27.6% | Reduced |
| Kingsview Wealth Management, LLC | 7,450 | $724.9K | 0.01% | −224−2.9% | Reduced |
| Avidian Wealth Solutions, LLC | 7,459 | $725.8K | 0.03% | −454−5.7% | Reduced |
| Eqis Capital Management, Inc. | 7,461 | $726.0K | 0.06% | +345+4.8% | Added |
| Harbour Investments, Inc. | 7,465 | $726.4K | 0.02% | −29−0.4% | Reduced |
| Shelton Capital Management | 7,474 | $727.3K | 0.02% | −369−4.7% | Reduced |
| Anchor Investment Management, LLC | 7,526 | $732.4K | 0.07% | 00.0% | Unchanged |
| Henshaw Capital LLC | 7,536 | $733.3K | 0.03% | −707−8.6% | Reduced |
| Covenant Partners, LLC | 7,542 | $733.9K | 0.23% | −66−0.9% | Reduced |
| Montag A & Associates Inc | 7,575 | $737.1K | 0.03% | 00.0% | Unchanged |
| Twin City Private Wealth, LLC | 7,584 | $738.0K | 0.65% | +400+5.6% | Added |
| Mather Group, LLC. | 7,589 | $738.5K | 0.01% | +51+0.7% | Added |
| Lake Street Advisors Group, LLC | 7,645 | $743.9K | 0.03% | −9,474−55.3% | Reduced |
| JNBA Financial Advisors | 7,702 | $749.4K | 0.08% | −25−0.3% | Reduced |
| Global Retirement Partners, LLC | 7,713 | $750.5K | 0.02% | +849+12.4% | Added |
| Coldstream Capital Management Inc | 7,764 | $755.5K | 0.02% | −183−2.3% | Reduced |
| Fulton Bank, N.A. | 7,777 | $756.8K | 0.03% | +1,281+19.7% | Added |
| Texas Bank & Trust Co | 7,798 | $758.8K | 0.31% | +7,798 | New |
| Thornburg Investment Management Inc | 7,800 | $759.0K | 0.01% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 7,805 | $759.5K | 0.06% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 7,847 | $763.6K | 0.17% | −319−3.9% | Reduced |
| Group One Trading, L.P. | 7,868 | $765.6K | 0.03% | +777+11.0% | Added |
| Tiaa Trust, National Association | 7,875 | $766.3K | 0.00% | +569+7.8% | Added |
| Federation des caisses Desjardins du Quebec | 7,881 | $766.9K | 0.00% | −622−7.3% | Reduced |
| Mangrove Partners | 7,923 | $771.0K | 0.09% | +7,923 | New |
| Clarius Group, LLC | 7,931 | $771.8K | 0.05% | +1,612+25.5% | Added |
| PDS Planning, Inc | 7,990 | $777.5K | 0.07% | −122−1.5% | Reduced |
| Fort Sheridan Advisors LLC | 8,023 | $780.7K | 0.11% | 00.0% | Unchanged |
| Broderick Brian C | 8,073 | $785.6K | 0.15% | −3,960−32.9% | Reduced |
| Cary Street Partners Financial LLC | 8,136 | $791.7K | 0.03% | +8,136 | New |
| Cable Hill Partners, LLC | 8,185 | $796.5K | 0.08% | −3,748−31.4% | Reduced |
| Kennon-Green & Company, LLC | 8,191 | $797.1K | 0.69% | −197−2.3% | Reduced |
| YANKCOM Partnership | 8,261 | $803.9K | 0.43% | +8,261 | New |
| New Hampshire Trust | 8,374 | $814.9K | 0.17% | −137−1.6% | Reduced |
| RD Lewis Holdings, Inc. | 7,676 | $815.7K | 0.90% | +7,676 | New |
| Stratos Wealth Advisors, LLC | 8,393 | $816.8K | 0.04% | −41−0.5% | Reduced |
| Drucker Wealth 3.0, LLC | 8,425 | $819.8K | 0.19% | −578−6.4% | Reduced |
| Meriwether Wealth & Planning, LLC | 8,432 | $820.5K | 0.58% | +8,432 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 8,433 | $820.6K | 0.00% | −182,884−95.6% | Reduced |
| Bangor Savings Bank | 8,478 | $825.0K | 0.08% | −20−0.2% | Reduced |
| Arkadios Wealth Advisors | 8,487 | $825.9K | 0.05% | +2,336+38.0% | Added |
| Associated Banc-Corp | 8,490 | $826.2K | 0.02% | −322−3.7% | Reduced |
| Sittner & Nelson, LLC | 8,529 | $830.0K | 0.36% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 8,564 | $833.4K | 0.03% | +65+0.8% | Added |
| Northcape Wealth Management, LLC | 8,570 | $833.9K | 0.27% | 00.0% | Unchanged |
| First Affirmative Financial Network | 8,611 | $837.9K | 0.48% | +897+11.6% | Added |
| RFG Advisory, LLC | 8,617 | $838.5K | 0.02% | −3,350−28.0% | Reduced |
| Bridgefront Capital, LLC | 8,655 | $842.2K | 0.28% | +8,655 | New |
| Hamel Associates, Inc. | 8,680 | $844.7K | 0.27% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 8,806 | $856.9K | 0.01% | +447+5.3% | Added |