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 |
|---|---|---|---|---|---|
| Manning & Napier Advisors LLC | 136,898 | $13.3M | 0.15% | −4,865−3.4% | Reduced |
| Jones Financial Companies LLLP | 136,819 | $13.3M | 0.01% | +35,714+35.3% | Added |
| Old Mission Capital LLC | 136,145 | $13.2M | 0.31% | −37,778−21.7% | Reduced |
| ProVise Management Group, LLC | 129,359 | $12.6M | 1.08% | −2,531−1.9% | Reduced |
| National Bank of Canada | 128,907 | $12.5M | 0.02% | +12,009+10.3% | Added |
| Exencial Wealth Advisors, LLC | 126,147 | $12.3M | 0.45% | −997−0.8% | Reduced |
| Cetera Investment Advisers | 125,831 | $12.2M | 0.03% | +11,946+10.5% | Added |
| Cambiar Investors LLC | 121,975 | $11.9M | 0.47% | −3,634−2.9% | Reduced |
| Captrust Financial Advisors | 121,664 | $11.8M | 0.03% | −9,381−7.2% | Reduced |
| Advisor Group Holdings, Inc. | 121,073 | $11.8M | 0.03% | +10,559+9.6% | Added |
| Edgemoor Investment Advisors, Inc. | 119,683 | $11.6M | 1.03% | −6,761−5.3% | Reduced |
| Ethic Inc. | 119,673 | $11.6M | 0.23% | −13,074−9.8% | Reduced |
| Tocqueville Asset Management L.P. | 118,913 | $11.6M | 0.18% | +11,395+10.6% | Added |
| Parkwood LLC | 117,991 | $11.5M | 1.41% | +117,991 | New |
| Ingalls & Snyder LLC | 117,001 | $11.4M | 0.45% | +567+0.5% | Added |
| Bartlett & Co. Wealth Management LLC | 116,489 | $11.3M | 0.16% | −680−0.6% | Reduced |
| Neuberger Berman Group LLC | 112,867 | $11.0M | 0.01% | −53,028−32.0% | Reduced |
| Rockefeller Capital Management L.P. | 107,802 | $10.5M | 0.03% | +2,189+2.1% | Added |
| New York State Common Retirement Fund | 107,678 | $10.5M | 0.01% | +1,301+1.2% | Added |
| Point72 Europe (London) LLP | 105,829 | $10.3M | 0.60% | +105,829 | New |
| Cambridge Investment Research Advisors, Inc. | 104,927 | $10.2M | 0.03% | +52,060+98.5% | Added |
| Pathstone Holdings, LLC | 102,378 | $9.96M | 0.04% | −772−0.7% | Reduced |
| Reynders McVeigh Capital Management, LLC | 102,099 | $9.94M | 0.52% | −6,985−6.4% | Reduced |
| Zevin Asset Management LLC | 100,637 | $9.79M | 1.44% | +12,701+14.4% | Added |
| Campbell & CO Investment Adviser LLC | 99,614 | $9.69M | 0.75% | +89,863+921.6% | Added |
| Bahl & Gaynor Inc | 99,001 | $9.63M | 0.05% | +429+0.4% | Added |
| Sanctuary Advisors, LLC | 91,913 | $9.63M | 0.06% | −1,363−1.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 98,412 | $9.56M | 0.02% | +55,581+129.8% | Added |
| BNP Paribas Arbitrage, SA | 97,978 | $9.53M | 0.01% | +72,088+278.4% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 97,331 | $9.47M | 2.62% | +14,518+17.5% | Added |
| Allworth Financial LP | 95,768 | $9.40M | 0.05% | +91,866+2,354.3% | Added |
| Victory Capital Management Inc | 96,241 | $9.37M | 0.01% | +96,241 | New |
| Euro Pacific Asset Management, LLC | 95,218 | $9.28M | 2.00% | −2,006−2.1% | Reduced |
| American Assets Investment Management, LLC | 93,610 | $9.11M | 0.74% | 00.0% | Unchanged |
| Eastern Bank | 92,566 | $9.01M | 0.17% | −79,381−46.2% | Reduced |
| Ritholtz Wealth Management | 92,473 | $9.00M | 0.26% | −3,840−4.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 91,080 | $8.89M | 0.11% | +61,887+212.0% | Added |
| Manufacturers Life Insurance Company, The | 90,587 | $8.82M | 0.01% | +829+0.9% | Added |
| TownSquare Capital, LLC | 90,053 | $8.76M | 0.10% | +47,294+110.6% | Added |
| Foundations Investment Advisors, LLC | 89,074 | $8.67M | 0.17% | +18,894+26.9% | Added |
| Marshall Wace, LLP | 88,666 | $8.63M | 0.01% | +88,666 | New |
| Federated Hermes, Inc. | 88,255 | $8.59M | 0.02% | −6,233−6.6% | Reduced |
| Matthew Goff Investment Advisor, LLC | 87,534 | $8.52M | 1.58% | +58+0.1% | Added |
| JustInvest LLC | 87,487 | $8.51M | 0.13% | −10,262−10.5% | Reduced |
| Foster Victor Wealth Advisors, LLC | 86,724 | $8.46M | 0.65% | +15,212+21.3% | Added |
| GWM Advisors LLC | 86,307 | $8.40M | 0.05% | +921+1.1% | Added |
| Aquatic Capital Management LLC | 84,920 | $8.26M | 0.22% | +3,920+4.8% | Added |
| Osterweis Capital Management Inc | – | $8.25M | 0.38% | – | – |
| Baird Financial Group, Inc. | 84,596 | $8.23M | 0.02% | −5,155−5.7% | Reduced |
| Gabelli Funds LLC | 84,500 | $8.22M | 0.06% | 00.0% | Unchanged |
| Tweedy, Browne Co LLC | 83,141 | $8.09M | 0.55% | −2,206−2.6% | Reduced |
| Investment House LLC | 82,304 | $8.01M | 0.44% | −75−0.1% | Reduced |
| Clifford Swan Investment Counsel LLC | 81,554 | $7.94M | 0.29% | −487−0.6% | Reduced |
| Blair William & Co | 80,252 | $7.81M | 0.02% | −567−0.7% | Reduced |
| Mengis Capital Management, Inc. | 80,113 | $7.80M | 1.59% | +600+0.8% | Added |
| Tower Bridge Advisors | 79,303 | $7.72M | 0.82% | −2,033−2.5% | Reduced |
| Cohen Capital Management, Inc. | 78,903 | $7.68M | 1.28% | −1,175−1.5% | Reduced |
| Altrius Capital Management Inc | 77,783 | $7.57M | 2.03% | +3,345+4.5% | Added |
| United Capital Financial Advisers, LLC | 77,738 | $7.56M | 0.06% | −2,767−3.4% | Reduced |
| Live Oak Private Wealth LLC | 75,477 | $7.34M | 1.23% | −696−0.9% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 75,450 | $7.34M | 1.99% | +206+0.3% | Added |
| Quantbot Technologies LP | 74,871 | $7.29M | 0.27% | +34,895+87.3% | Added |
| Price T Rowe Associates Inc | 73,888 | $7.19M | 0.00% | −46,833−38.8% | Reduced |
| TCW Group Inc | 73,745 | $7.18M | 0.06% | 00.0% | Unchanged |
| Camden National Bank | 73,509 | $7.15M | 1.07% | −429−0.6% | Reduced |
| Optiver Holding B.V. | 72,428 | $7.05M | 0.23% | +72,428 | New |
| CWM, LLC | 71,309 | $6.94M | 0.03% | −4,096−5.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 65,889 | $6.41M | 0.01% | −5,053−7.1% | Reduced |
| Welch & Forbes LLC | 63,073 | $6.14M | 0.08% | −2,503−3.8% | Reduced |
| Brown Brothers Harriman & Co | 63,045 | $6.13M | 0.04% | +10,113+19.1% | Added |
| Schonfeld Strategic Advisors LLC | 62,418 | $6.07M | 0.04% | +62,418 | New |
| Dearborn Partners LLC | 62,401 | $6.07M | 0.25% | +67+0.1% | Added |
| Country Club Bank | 61,107 | $5.95M | 0.40% | −250.0% | Reduced |
| Eldred Rock Partners, LLC | 60,651 | $5.90M | 2.03% | +108+0.2% | Added |
| Pinnacle Associates Ltd | 58,720 | $5.71M | 0.08% | −2,280−3.7% | Reduced |
| Banco Santander, S.A. | 57,809 | $5.63M | 0.07% | −790−1.3% | Reduced |
| Cubist Systematic Strategies, LLC | 56,891 | $5.54M | 0.09% | +56,891 | New |
| HRT Financial LP | 56,728 | $5.52M | 0.03% | +36,882+185.8% | Added |
| Trustmark National Bank Trust Department | 55,204 | $5.37M | 0.40% | −9,813−15.1% | Reduced |
| Two Sigma Investments, LP | 54,289 | $5.28M | 0.01% | +25,915+91.3% | Added |
| Community Financial Services Group, LLC | 53,952 | $5.25M | 1.04% | −236−0.4% | Reduced |
| Monte Financial Group, LLC | 53,723 | $5.23M | 2.24% | +15,610+41.0% | Added |
| Jarislowsky, Fraser Ltd | 53,492 | $5.21M | 0.03% | −3,275−5.8% | Reduced |
| Boston Partners | 53,359 | $5.19M | 0.01% | +16,320+44.1% | Added |
| Bleakley Financial Group, LLC | 53,363 | $5.19M | 0.16% | +2,227+4.4% | Added |
| Narwhal Capital Management | 53,208 | $5.18M | 0.46% | −667−1.2% | Reduced |
| First Manhattan Co | 49,648 | $5.17M | 0.02% | +3,207+6.9% | Added |
| Kovitz Investment Group Partners, LLC | 52,666 | $5.13M | 0.03% | +33,919+180.9% | Added |
| Whittier Trust Co | 52,678 | $5.13M | 0.07% | +5,073+10.7% | Added |
| Walled Lake Planning & Wealth Management, LLC | 52,399 | $5.10M | 1.90% | +604+1.2% | Added |
| Rathbone Brothers plc | 50,876 | $4.95M | 0.02% | −5,327−9.5% | Reduced |
| Glassy Mountain Advisors, Inc. | 50,559 | $4.92M | 1.68% | +1,776+3.6% | Added |
| Sphera Funds Management Ltd. | 50,000 | $4.87M | 0.90% | 00.0% | Unchanged |
| Fiduciary Trust Co | 49,558 | $4.82M | 0.06% | −399−0.8% | Reduced |
| CIBC World Markets Inc. | 49,501 | $4.82M | 0.01% | +453+0.9% | Added |
| Wetherby Asset Management Inc | 49,161 | $4.78M | 0.23% | −2,904−5.6% | Reduced |
| Deutsche Bank AG | 48,542 | $4.72M | 0.00% | 00.0% | Unchanged |
| Prentiss Smith & Co Inc | 48,350 | $4.70M | 3.08% | −70.0% | Reduced |
| Baldwin Brothers Inc | 48,278 | $4.70M | 0.32% | −6,527−11.9% | Reduced |
| Pittenger & Anderson Inc | 48,270 | $4.70M | 0.17% | 00.0% | Unchanged |