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; 1,625 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 | 1,625 | $21.3B |
| Q1 2026 | 1,604 | $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 |
|---|---|---|---|---|---|
| Flow Traders U.S. LLC | 2,394 | $233.0K | 0.01% | +2,394 | New |
| Aigen Investment Management, LP | 2,394 | $233.0K | 0.04% | +2,394 | New |
| Roman Butler Fullerton & Co | 2,248 | $232.4K | 0.07% | +2,248 | New |
| Argyle Capital Management Inc. | 2,375 | $231.1K | 0.09% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 2,372 | $230.8K | 0.08% | +400+20.3% | Added |
| Clearbridge Investments, LLC | 2,351 | $228.7K | 0.00% | 00.0% | Unchanged |
| Kendall Capital Management | 2,345 | $228.2K | 0.07% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 2,341 | $227.8K | 0.01% | +42+1.8% | Added |
| New Republic Capital, LLC | 2,340 | $227.7K | 0.15% | +326+16.2% | Added |
| Good Life Advisors, LLC | 2,340 | $227.7K | 0.02% | −43−1.8% | Reduced |
| Shoker Investment Counsel, Inc. | 2,335 | $227.2K | 0.08% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 2,329 | $226.6K | 0.10% | 00.0% | Unchanged |
| Narus Financial Partners, LLC | 2,329 | $226.6K | 0.08% | +33+1.4% | Added |
| Horizon Wealth Management, LLC | 2,321 | $225.8K | 0.04% | +33+1.4% | Added |
| Oakworth Capital, Inc. | 2,319 | $225.7K | 0.02% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 2,312 | $225.0K | 0.02% | +2,312 | New |
| CoreFirst Bank & Trust | 2,310 | $224.8K | 0.13% | +120+5.5% | Added |
| Crestwood Advisors Group LLC | 2,309 | $224.7K | 0.00% | +205+9.7% | Added |
| Schmidt P J Investment Management Inc | 2,300 | $223.8K | 0.04% | 00.0% | Unchanged |
| Ewa, LLC | 2,298 | $223.7K | 0.08% | +40+1.8% | Added |
| Rockland Trust Co | 2,295 | $223.3K | 0.01% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 2,290 | $222.8K | 0.05% | −71−3.0% | Reduced |
| Moody Lynn & Lieberson, LLC | 2,289 | $222.7K | 0.01% | 00.0% | Unchanged |
| Change Path, LLC | 2,280 | $221.9K | 0.01% | −4,492−66.3% | Reduced |
| SeaCrest Wealth Management, LLC | 2,271 | $221.0K | 0.02% | +2,271 | New |
| Intrua Financial, LLC | 2,264 | $220.3K | 0.04% | −29−1.3% | Reduced |
| Financial Security Advisor, Inc. | 2,259 | $219.8K | 0.06% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 2,254 | $219.3K | 0.01% | −205−8.3% | Reduced |
| Gibbs Wealth Management | 2,248 | $218.8K | 0.06% | +2,248 | New |
| Tyche Wealth Partners LLC | 2,247 | $218.6K | 0.05% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 2,242 | $218.2K | 1.04% | 00.0% | Unchanged |
| StoneX Group Inc. | 2,242 | $218.2K | 0.01% | +2,242 | New |
| Guardian Partners Inc. | 2,175 | $218.0K | 0.02% | +2,175 | New |
| Wealth Dimensions Group, Ltd. | 2,238 | $217.8K | 0.05% | +7+0.3% | Added |
| Paradigm Asset Management Co LLC | 2,228 | $216.8K | 0.06% | −100−4.3% | Reduced |
| Stanley-Laman Group, Ltd. | 2,225 | $216.5K | 0.03% | 00.0% | Unchanged |
| Smith, Moore & Co. | 2,224 | $216.4K | 0.02% | +277+14.2% | Added |
| Braun-Bostich & Associates Inc. | 2,221 | $216.1K | 0.16% | −133−5.6% | Reduced |
| Delta Financial Group, Inc. | 2,219 | $216.0K | 0.05% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 2,218 | $215.8K | 0.11% | −130−5.5% | Reduced |
| Allred Capital Management, LLC | 2,213 | $215.4K | 0.08% | +2,213 | New |
| Mattern Capital Management, LLC | 2,211 | $215.2K | 0.03% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 2,205 | $214.6K | 0.00% | +42+1.9% | Added |
| Gimbal Financial | 2,203 | $214.4K | 0.18% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 2,200 | $214.2K | 0.04% | −20−0.9% | Reduced |
| Sound Income Strategies, LLC | 2,196 | $213.7K | 0.01% | +2,166+7,220.0% | Added |
| OneAscent Financial Services LLC | 2,181 | $212.0K | 0.02% | −26−1.2% | Reduced |
| Davis R M Inc | 2,174 | $211.6K | 0.00% | +65+3.1% | Added |
| National Wealth Management Group, LLC | 2,172 | $211.4K | 0.14% | +2,172 | New |
| Clayton Financial Group LLC | 2,166 | $210.8K | 0.08% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 2,160 | $210.2K | 0.11% | +52+2.5% | Added |
| Cozad Asset Management Inc | 2,158 | $210.0K | 0.02% | −106−4.7% | Reduced |
| Vanguard Capital Wealth Advisors | 2,157 | $209.9K | 0.23% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 2,152 | $209.4K | 0.01% | +36+1.7% | Added |
| Chilton Investment Co LLC | 2,150 | $209.2K | 0.01% | −150−6.5% | Reduced |
| F/M Investments LLC | 2,150 | $209.2K | 0.01% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 2,148 | $209.0K | 0.05% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 2,137 | $208.0K | 0.02% | +131+6.5% | Added |
| Jump Financial, LLC | 2,135 | $207.8K | 0.00% | +2,135 | New |
| Prospect Financial Group LLC | 2,127 | $207.0K | 0.25% | +2,127 | New |
| Foster Group, Inc. | 2,123 | $206.6K | 0.01% | +289+15.8% | Added |
| Barry Investment Advisors, LLC | 2,119 | $206.2K | 0.07% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 1,933 | $204.0K | 0.00% | +1,933 | New |
| Steigerwald, Gordon & Koch Inc. | 2,091 | $203.5K | 0.02% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 2,084 | $202.8K | 0.09% | −273−11.6% | Reduced |
| CoreCap Advisors, LLC | 2,079 | $202.3K | 0.01% | +523+33.6% | Added |
| Interchange Capital Partners, LLC | 2,074 | $201.8K | 0.07% | −93−4.3% | Reduced |
| Wealthstream Advisors, Inc. | 2,071 | $201.5K | 0.04% | +55+2.7% | Added |
| Crawford Investment Counsel Inc | 2,067 | $201.1K | 0.00% | +32+1.6% | Added |
| Hazlett, Burt & Watson, Inc. | 2,059 | $201.0K | 0.09% | 00.0% | Unchanged |
| First Nebraska Trust Co | 2,064 | $200.8K | 0.02% | 00.0% | Unchanged |
| Elk River Wealth Management, LLC | 2,060 | $200.5K | 0.04% | 00.0% | Unchanged |
| R Squared Ltd | 2,010 | $195.6K | 0.19% | +2,010 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 1,812 | $194.6K | 0.00% | +1,812 | New |
| Proequities, Inc. | 1,981 | $194.5K | 0.01% | +896+82.6% | Added |
| Union Savings Bank | 1,906 | $185.5K | 0.09% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,829 | $178.0K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,774 | $172.6K | 0.06% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,730 | $168.3K | 0.01% | +354+25.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,717 | $167.6K | 0.00% | −167−8.9% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,688 | $164.2K | 0.03% | +1,077+176.3% | Added |
| Community Bank, N.A. | 1,628 | $158.4K | 0.02% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,573 | $153.1K | 0.05% | −400−20.3% | Reduced |
| Fairscale Capital, LLC | 1,551 | $150.9K | 0.13% | 00.0% | Unchanged |
| Avalon Trust Co | 1,538 | $149.7K | 0.01% | +38+2.5% | Added |
| Heritage Wealth Advisors | 1,505 | $146.5K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,502 | $146.2K | 0.02% | +1,000+199.2% | Added |
| GHP Investment Advisors, Inc. | 1,501 | $146.1K | 0.01% | −149−9.0% | Reduced |
| Whipplewood Advisors, LLC | 1,497 | $145.7K | 0.08% | +1,497 | New |
| AllSquare Wealth Management LLC | 1,479 | $143.9K | 0.08% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,451 | $141.2K | 0.01% | +91+6.7% | Added |
| Transamerica Financial Advisors, Inc. | 1,444 | $141.0K | 0.01% | −118−7.6% | Reduced |
| United Community Bank | 1,441 | $140.2K | 0.05% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 1,441 | $140.2K | 0.02% | +1,441 | New |
| Piscataqua Savings Bank | 1,429 | $139.1K | 0.12% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,398 | $136.0K | 0.02% | −307−18.0% | Reduced |
| North Star Investment Management Corp. | 1,358 | $132.2K | 0.01% | −33−2.4% | Reduced |
| Barclays PLC | 1,314 | $127.9K | 0.00% | −26,338−95.2% | Reduced |
| Ridgewood Investments LLC | 1,308 | $127.3K | 0.06% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,307 | $127.2K | 0.03% | −7−0.5% | Reduced |