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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.

Institutional holdersQ4 2024: 1,345 institutions
Q1 2021: 1,138 institutionsQ2 2021: 1,123 institutionsQ3 2021: 1,083 institutionsQ4 2021: 1,147 institutionsQ1 2022: 1,137 institutionsQ2 2022: 1,142 institutionsQ3 2022: 1,088 institutionsQ4 2022: 1,183 institutionsQ1 2023: 1,182 institutionsQ2 2023: 1,203 institutionsQ3 2023: 1,225 institutionsQ4 2023: 1,274 institutionsQ1 2024: 1,254 institutionsQ2 2024: 1,309 institutionsQ3 2024: 1,314 institutionsQ4 2024: 1,345 institutionsQ1 2025: 1,361 institutionsQ2 2025: 1,387 institutionsQ3 2025: 1,405 institutionsQ4 2025: 1,515 institutionsQ1 2026: 1,604 institutionsQ2 2026: 1,625 institutions
Value heldQ4 2024: $12.7B
Q1 2021: $18.7BQ2 2021: $19.8BQ3 2021: $18.0BQ4 2021: $18.5BQ1 2022: $18.3BQ2 2022: $16.9BQ3 2022: $13.7BQ4 2022: $15.5BQ1 2023: $15.2BQ2 2023: $14.9BQ3 2023: $15.1BQ4 2023: $14.2BQ1 2024: $13.6BQ2 2024: $14.7BQ3 2024: $15.2BQ4 2024: $12.7BQ1 2025: $15.4BQ2 2025: $16.2BQ3 2025: $17.2BQ4 2025: $18.4BQ1 2026: $22.0BQ2 2026: $21.3B
Institutions holding NVS and their total value by quarter
QuarterHoldersValue
Q2 20261,625$21.3B
Q1 20261,604$22.0B
Q4 20251,515$18.4B
Q3 20251,405$17.2B
Q2 20251,387$16.2B
Q1 20251,361$15.4B
Q4 20241,345$12.7B
Q3 20241,314$15.2B
Q2 20241,309$14.7B
Q1 20241,254$13.6B
Q4 20231,274$14.2B
Q3 20231,225$15.1B
Q2 20231,203$14.9B
Q1 20231,182$15.2B
Q4 20221,183$15.5B
Q3 20221,088$13.7B
Q2 20221,142$16.9B
Q1 20221,137$18.3B
Q4 20211,147$18.5B
Q3 20211,083$18.0B
Q2 20211,123$19.8B
Q1 20211,138$18.7B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Novartis AG; share changes are against Q3 2024.

Institutions holding NVS in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
VSM Wealth Advisory, LLC292$28.4K0.01%+292New
Union Bancaire Privee, UBP SA281$27.4K0.00%+281New
Raffa Wealth Management, LLC272$26.5K0.01%00.0%Unchanged
Legacy Investment Solutions, LLC245$26.0K0.02%00.0%Unchanged
Legacy Wealth Managment, LLC245$26.0K0.02%00.0%Unchanged
GW&K Investment Management, LLC267$26.0K0.00%00.0%Unchanged
New Millennium Group LLC267$26.0K0.02%00.0%Unchanged
Human Investing LLC262$25.5K0.00%+262New
Silicon Valley Capital Partners256$24.9K0.00%00.0%Unchanged
Bank of New Hampshire255$24.8K0.01%00.0%Unchanged
Raiffeisen Bank International AG255$24.6K0.00%+255New
Albion Financial Group251$24.4K0.00%+160+175.8%Added
Resources Management Corp250$24.0K0.00%00.0%Unchanged
ORG Partners LLC244$23.7K0.00%−753−75.5%Reduced
Credit Agricole S A243$23.6K0.00%00.0%Unchanged
Boyd Watterson Asset Management LLC237$23.1K0.01%00.0%Unchanged
McClarren Financial Advisors, Inc.242$23.0K0.06%+121+100.0%Added
Retirement Wealth Solutions LLC229$22.7K0.02%+229New
WFA Asset Management Corp233$22.7K0.01%00.0%Unchanged
Hollencrest Capital Management232$22.6K0.00%00.0%Unchanged
Capital A Wealth Management, LLC229$22.3K0.04%+229New
Medallion Wealth Advisors, LLC228$22.2K0.01%+228New
Adirondack Trust Co228$22.2K0.01%−61−21.1%Reduced
TFC Financial Management225$21.9K0.00%−39−14.8%Reduced
Endeavor Private Wealth, Inc.223$21.7K0.02%+223New
Cedar Wealth Management, LLC217$21.1K0.01%00.0%Unchanged
Center for Financial Planning, Inc.210$20.4K0.00%00.0%Unchanged
Red Tortoise LLC207$20.1K0.01%00.0%Unchanged
Centricity Wealth Management, LLC202$19.7K0.02%+202New
Frazier Financial Advisors, LLC200$19.5K0.02%−71−26.2%Reduced
First United Bank Trust200$19.5K0.01%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group200$19.5K0.00%00.0%Unchanged
McCarthy Grittinger Financial Group, LLC200$19.5K0.01%+200New
Copia Wealth Management200$19.5K0.02%+200New
Carolinas Wealth Consulting LLC198$19.3K0.00%00.0%Unchanged
Darwin Advisors, LLC197$19.2K0.01%+28+16.6%Added
Close Asset Management Ltd200$19.0K0.00%00.0%Unchanged
Country Trust Bank194$18.9K0.00%00.0%Unchanged
Fortitude Family Office, LLC192$18.7K0.01%−128−40.0%Reduced
Bell Investment Advisors, Inc192$18.7K0.00%+20+11.6%Added
Eagle Bay Advisors LLC184$17.9K0.01%00.0%Unchanged
Quintet Private Bank (Europe) S.A.181$17.6K0.00%00.0%Unchanged
Consultiva Wealth Management, Corp.180$17.5K0.09%+180New
Richards, Merrill & Peterson, Inc.172$16.7K0.01%+172New
Archer Investment Corp171$16.6K0.00%00.0%Unchanged
MPWM Advisory Solutions, LLC171$16.6K0.01%+171New
Transce3nd, LLC165$16.1K0.01%+165New
Glass Jacobson Investment Advisors llc152$14.8K0.00%+18+13.4%Added
Park Place Capital Corp152$14.8K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC148$14.4K0.00%−556−79.0%Reduced
Ninety One UK Ltd147$14.3K0.00%00.0%Unchanged
Stonebridge Financial Group, LLC146$14.2K0.00%+146New
Standard Family Office LLC144$14.0K0.02%−192−57.1%Reduced
Coston, McIsaac & Partners150$14.0K0.00%00.0%Unchanged
West Branch Capital LLC140$13.6K0.00%−60−30.0%Reduced
City Holding Co135$13.1K0.00%00.0%Unchanged
Kohmann Bosshard Financial Services, LLC130$12.7K0.00%+130New
True Wealth Design, LLC129$12.6K0.00%+27+26.5%Added
MV Capital Management, Inc.128$12.5K0.00%00.0%Unchanged
Flagship Wealth Advisors, LLC127$12.4K0.01%+127New
Quent Capital, LLC126$12.3K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC128$12.0K0.01%−353−73.4%Reduced
Centerpoint Advisors, LLC125$12.0K0.00%00.0%Unchanged
Pacific Center for Financial Services123$12.0K0.00%00.0%Unchanged
PSI Advisors, LLC121$11.8K0.00%00.0%Unchanged
Walleye Capital LLC120$11.7K0.00%−29,186−99.6%Reduced
Lavaca Capital LLC119$11.6K0.01%+119New
MCF Advisors LLC115$11.2K0.00%00.0%Unchanged
Investment Management Corp115$11.2K0.01%+115New
Hager Investment Management Services, LLC115$11.2K0.01%+115New
Stephens Consulting, LLC109$10.6K0.00%00.0%Unchanged
Asset Planning,Inc107$10.4K0.01%+107New
Horrell Capital Management, Inc.100$10.0K0.00%00.0%Unchanged
First Command Advisory Services, Inc.100$9.73K0.00%00.0%Unchanged
SJS Investment Consulting Inc.100$9.73K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc100$9.73K0.00%00.0%Unchanged
West Paces Advisors Inc.100$9.73K0.00%00.0%Unchanged
Teachers Insurance & Annuity Association of America100$9.73K0.01%+100New
Main Street Group, LTD98$9.54K0.00%00.0%Unchanged
First Community Trust NA98$9.54K0.01%00.0%Unchanged
Atala Financial Inc98$9.54K0.01%+98New
FSA Wealth Management LLC90$8.76K0.00%−33−26.8%Reduced
Reyes Financial Architecture, Inc.85$8.27K0.01%+85New
Aspetuck Financial Management LLC85$8.27K0.01%+85New
Prudent Man Investment Management, Inc.84$8.18K0.00%+84New
Cornerstone Planning Group LLC79$8.17K0.00%−36−31.3%Reduced
Strategic Investment Solutions, Inc.80$7.79K0.00%00.0%Unchanged
Indiana Trust & Investment Management CO75$7.30K0.00%00.0%Unchanged
Wolff Wiese Magana LLC73$7.10K0.00%+73New
Slocum, Gordon & Co LLP73$7.10K0.01%00.0%Unchanged
Hemington Wealth Management79$7.00K0.00%00.0%Unchanged
Mascoma Wealth Management LLC67$6.52K0.00%00.0%Unchanged
Highline Wealth Partners LLC66$6.42K0.00%−73−52.5%Reduced
Robinswood Financial LLC66$6.42K0.00%00.0%Unchanged
Richard W. Paul & Associates, LLC65$6.33K0.00%00.0%Unchanged
Creative Capital Management Investments LLC59$5.74K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.56$5.45K0.00%00.0%Unchanged
Knights of Columbus Asset Advisors LLC55$5.35K0.00%00.0%Unchanged
Caitlin John, LLC54$5.27K0.00%00.0%Unchanged
WR Wealth Planners, LLC54$5.25K0.00%+3+5.9%Added