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 |
|---|---|---|---|---|---|
| 1620 Investment Advisors, Inc. | 8,810 | $857.3K | 0.65% | +27+0.3% | Added |
| Financial Advocates Investment Management | 8,823 | $858.6K | 0.05% | −280−3.1% | Reduced |
| Beaton Management Co. Inc. | 8,873 | $863.0K | 0.44% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 8,931 | $869.1K | 0.02% | +8,931 | New |
| Mutual Advisors, LLC | 8,889 | $869.9K | 0.03% | +62+0.7% | Added |
| Elser Financial Planning, Inc | 8,978 | $873.6K | 0.05% | +8,978 | New |
| HF Advisory Group, LLC | 9,045 | $880.2K | 0.40% | +636+7.6% | Added |
| Boston Financial Mangement LLC | 9,072 | $882.8K | 0.03% | +1,027+12.8% | Added |
| Valley National Advisers Inc | 9,152 | $889.0K | 0.16% | −685−7.0% | Reduced |
| Smart Money Group LLC | 9,144 | $889.8K | 0.31% | +606+7.1% | Added |
| Simmons Bank | 9,212 | $896.4K | 0.07% | −75−0.8% | Reduced |
| Harbour Trust & Investment Management Co | 9,221 | $897.3K | 0.10% | −48−0.5% | Reduced |
| Independence Bank of Kentucky | 9,382 | $913.0K | 0.14% | +6,438+218.7% | Added |
| Welch Group, LLC | 9,458 | $920.5K | 0.04% | −384−3.9% | Reduced |
| Kensington Investment Counsel, LLC | 9,460 | $920.6K | 0.38% | 00.0% | Unchanged |
| Becker Capital Management Inc | 9,477 | $922.2K | 0.03% | −25−0.3% | Reduced |
| WealthPlan Investment Management, LLC | 9,494 | $923.9K | 0.09% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 9,510 | $925.5K | 0.00% | −390−3.9% | Reduced |
| Adviser Investments LLC | 9,565 | $930.8K | 0.01% | +160+1.7% | Added |
| LCNB Corp | 9,574 | $931.6K | 0.34% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 8,671 | $933.0K | 0.05% | −423−4.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 9,604 | $934.6K | 0.01% | −770−7.4% | Reduced |
| KCM Investment Advisors LLC | 9,645 | $938.6K | 0.03% | −102−1.0% | Reduced |
| GTS Securities LLC | 9,650 | $939.0K | 0.05% | +1,460+17.8% | Added |
| Public Employees Retirement System of Ohio | 9,700 | $943.9K | 0.00% | −173,556−94.7% | Reduced |
| Drexel Morgan & Co. | 9,720 | $945.9K | 0.20% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 9,769 | $950.6K | 0.19% | −899−8.4% | Reduced |
| Mystic Asset Management, Inc. | 9,819 | $955.5K | 0.26% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 9,925 | $965.8K | 0.18% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 9,931 | $966.5K | 0.04% | −48−0.5% | Reduced |
| Entropy Technologies, LP | 9,938 | $967.1K | 0.10% | +9,938 | New |
| Nicholas Hoffman & Company, LLC. | 9,958 | $969.0K | 0.04% | −31−0.3% | Reduced |
| South State Corp. | 9,966 | $969.8K | 0.06% | −429−4.1% | Reduced |
| Mayflower Financial Advisors, LLC | 9,981 | $971.3K | 0.15% | −280−2.7% | Reduced |
| Hudson Bay Capital Management LP | 10,000 | $973.1K | 0.01% | +10,000 | New |
| West Family Investments, Inc. | 10,009 | $974.0K | 0.34% | +270+2.8% | Added |
| Court Place Advisors, LLC | 10,020 | $975.0K | 0.32% | −1,550−13.4% | Reduced |
| Russell Investments Group, Ltd. | 10,070 | $980.0K | 0.00% | +645+6.8% | Added |
| Cambridge Advisors Inc. | 10,075 | $980.4K | 0.22% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 10,117 | $984.7K | 0.10% | +4,663+85.5% | Added |
| Silvercrest Asset Management Group LLC | 10,144 | $987.1K | 0.01% | +558+5.8% | Added |
| Ameritas Advisory Services, LLC | 10,158 | $988.5K | 0.03% | −280−2.7% | Reduced |
| Pitcairn Co | 10,161 | $988.8K | 0.06% | +866+9.3% | Added |
| Bessemer Group Inc | 10,184 | $991.0K | 0.00% | −1,190−10.5% | Reduced |
| Minot DeBlois Advisors LLC | 10,185 | $991.1K | 0.91% | +10,185 | New |
| Omers Administration Corp | 10,200 | $992.6K | 0.01% | +10,200 | New |
| Warren Averett Asset Management, LLC | 10,243 | $996.8K | 0.02% | +2,256+28.2% | Added |
| Virtu Financial LLC | 10,275 | $1.00M | 0.05% | +6,561+176.7% | Added |
| Chilton Capital Management LLC | 10,287 | $1.00M | 0.04% | −413−3.9% | Reduced |
| SG Americas Securities, LLC | 10,348 | $1.01M | 0.00% | −10,948−51.4% | Reduced |
| King Luther Capital Management Corp | 10,375 | $1.01M | 0.00% | −67−0.6% | Reduced |
| XTX Topco Ltd | 10,379 | $1.01M | 0.08% | −20,140−66.0% | Reduced |
| Transcend Wealth Collective, LLC | 10,388 | $1.01M | 0.07% | −45−0.4% | Reduced |
| Unique Wealth Strategies, LLC | 10,407 | $1.01M | 0.44% | −351−3.3% | Reduced |
| XML Financial, LLC | 10,455 | $1.02M | 0.09% | +656+6.7% | Added |
| CX Institutional | 10,539 | $1.03M | 0.04% | −140−1.3% | Reduced |
| Guyasuta Investment Advisors Inc | 10,554 | $1.03M | 0.06% | −101−0.9% | Reduced |
| Qtron Investments LLC | 10,645 | $1.04M | 0.15% | −940−8.1% | Reduced |
| Flputnam Investment Management Co | 10,691 | $1.04M | 0.02% | −616−5.4% | Reduced |
| Ar Asset Management Inc | 10,750 | $1.05M | 0.24% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 10,791 | $1.05M | 0.02% | +1,010+10.3% | Added |
| New Vernon Capital Holdings II LLC | 10,837 | $1.05M | 0.73% | −2,527−18.9% | Reduced |
| Davidson Trust Co | 10,908 | $1.06M | 0.55% | +707+6.9% | Added |
| Intrust Bank NA | 10,913 | $1.06M | 0.11% | +265+2.5% | Added |
| Williams Jones Wealth Management, LLC. | 10,933 | $1.06M | 0.01% | −200−1.8% | Reduced |
| Venture Visionary Partners LLC | 10,936 | $1.06M | 0.05% | +26+0.2% | Added |
| Foyston, Gordon, & Payne Inc | 10,984 | $1.07M | 0.28% | +133+1.2% | Added |
| Holderness Investments Co | 11,006 | $1.07M | 0.24% | +392+3.7% | Added |
| Arrowstreet Capital, Limited Partnership | 11,052 | $1.08M | 0.00% | −888,868−98.8% | Reduced |
| AQR Capital Management LLC | 11,129 | $1.08M | 0.00% | −5,476−33.0% | Reduced |
| Tower Research Capital LLC (TRC) | 11,197 | $1.09M | 0.02% | +11,095+10,877.5% | Added |
| China Universal Asset Management Co., Ltd. | 11,220 | $1.09M | 0.10% | +11,220 | New |
| V-Square Quantitative Management LLC | 11,173 | $1.09M | 0.15% | +2,538+29.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,259 | $1.10M | 0.04% | −10−0.1% | Reduced |
| FSB Premier Wealth Management, Inc. | 11,295 | $1.10M | 0.44% | +1,896+20.2% | Added |
| Callan Capital, LLC | 11,319 | $1.10M | 0.08% | −950−7.7% | Reduced |
| Baker Ellis Asset Management LLC | 11,327 | $1.10M | 0.16% | −557−4.7% | Reduced |
| Hilltop Holdings Inc. | 11,381 | $1.11M | 0.07% | +97+0.9% | Added |
| Savant Capital, LLC | 11,382 | $1.11M | 0.01% | +11+0.1% | Added |
| Creegan & Nassoura Financial Group, LLC | 11,400 | $1.11M | 0.75% | −250−2.1% | Reduced |
| Advisory Resource Group | 11,408 | $1.11M | 0.24% | −964−7.8% | Reduced |
| Mission Wealth Management, LP | 11,570 | $1.13M | 0.03% | +215+1.9% | Added |
| Bridgewater Advisors Inc. | 11,333 | $1.13M | 0.12% | −90−0.8% | Reduced |
| Castlekeep Investment Advisors LLC | 11,589 | $1.13M | 0.79% | +1,080+10.3% | Added |
| Venturi Wealth Management, LLC | 11,631 | $1.13M | 0.06% | +5,983+105.9% | Added |
| Carnegie Capital Asset Management, LLC | 11,669 | $1.14M | 0.03% | −200−1.7% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 11,840 | $1.15M | 0.04% | −405−3.3% | Reduced |
| Apollon Wealth Management, LLC | 11,845 | $1.15M | 0.03% | +926+8.5% | Added |
| Sterling Capital Management LLC | 11,852 | $1.15M | 0.02% | −1,358−10.3% | Reduced |
| Ieq Capital, LLC | 11,873 | $1.16M | 0.01% | −1,375−10.4% | Reduced |
| Leo Wealth, LLC | 11,873 | $1.16M | 0.10% | −2,066−14.8% | Reduced |
| Trust Co of Oklahoma | 11,898 | $1.16M | 0.37% | +177+1.5% | Added |
| Brookstone Capital Management | 11,905 | $1.16M | 0.02% | +130+1.1% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 12,000 | $1.17M | 0.12% | +12,000 | New |
| EP Wealth Advisors, LLC | 12,000 | $1.17M | 0.01% | −1,630−12.0% | Reduced |
| Aberdeen Wealth Management LLC | 12,030 | $1.17M | 0.80% | −700−5.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 12,131 | $1.18M | 0.16% | +1,389+12.9% | Added |
| Ativo Capital Management LLC | 12,192 | $1.19M | 1.18% | −279−2.2% | Reduced |
| Kentucky Trust Co | 12,237 | $1.19M | 0.70% | +12,237 | New |
| Farther Finance Advisors, LLC | 12,239 | $1.19M | 0.04% | −961−7.3% | Reduced |