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 |
|---|---|---|---|---|---|
| Graham Capital Management, L.P. | 48,193 | $4.69M | 0.14% | +48,193 | New |
| Trust Co of Vermont | 47,968 | $4.67M | 0.23% | −397−0.8% | Reduced |
| Cardinal Capital Management | 47,809 | $4.65M | 0.73% | +490+1.0% | Added |
| Alliancebernstein L.P. | 47,158 | $4.59M | 0.00% | +12,184+34.8% | Added |
| Scotia Capital Inc. | 46,747 | $4.55M | 0.02% | +218+0.5% | Added |
| Henry James International Management, Inc. | 45,983 | $4.47M | 1.61% | +20.0% | Added |
| Farmers & Merchants Investments Inc | 45,297 | $4.41M | 0.14% | −466−1.0% | Reduced |
| Auto-Owners Insurance Co | 45,143 | $4.39M | 0.10% | 00.0% | Unchanged |
| Fifth Third Bancorp | 44,342 | $4.31M | 0.02% | −2,959−6.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 44,324 | $4.31M | 0.04% | −2,861−6.1% | Reduced |
| Meritage Portfolio Management | 44,314 | $4.31M | 0.27% | −1,324−2.9% | Reduced |
| Greenfield Seitz Capital Management, LLC | 44,254 | $4.31M | 1.64% | +612+1.4% | Added |
| Beacon Pointe Advisors, LLC | 43,841 | $4.27M | 0.05% | −4,117−8.6% | Reduced |
| Keybank National Association | 43,435 | $4.23M | 0.02% | +315+0.7% | Added |
| Advisors Capital Management, LLC | 43,397 | $4.22M | 0.07% | +295+0.7% | Added |
| Atria Investments LLC | 43,263 | $4.21M | 0.05% | −2,777−6.0% | Reduced |
| Park Avenue Securities LLC | 43,127 | $4.20M | 0.04% | +10,276+31.3% | Added |
| Great Valley Advisor Group, Inc. | 43,055 | $4.19M | 0.09% | +3,391+8.5% | Added |
| Timber Creek Capital Management LLC | 42,531 | $4.14M | 1.19% | +163+0.4% | Added |
| Nixon Peabody Trust Co | 42,501 | $4.14M | 0.34% | −79,269−65.1% | Reduced |
| Garland Capital Management Inc | 42,160 | $4.10M | 3.36% | −35−0.1% | Reduced |
| Norden Group LLC | 42,060 | $4.09M | 0.46% | +42,060 | New |
| Colony Group, LLC | 42,044 | $4.09M | 0.01% | +12,407+41.9% | Added |
| Congress Wealth Management LLC | 42,029 | $4.09M | 0.06% | −22,499−34.9% | Reduced |
| Bryn Mawr Trust Co | 41,432 | $4.03M | 0.07% | +28+0.1% | Added |
| Logan Capital Management Inc | 41,381 | $4.03M | 0.17% | +545+1.3% | Added |
| Perennial Advisors, LLC | 41,171 | $4.01M | 0.87% | +41,171 | New |
| Naviter Wealth, LLC | 40,525 | $3.94M | 0.48% | −9,837−19.5% | Reduced |
| Private Advisor Group, LLC | 40,522 | $3.94M | 0.02% | +1,466+3.8% | Added |
| Signaturefd, LLC | 40,090 | $3.90M | 0.07% | −396−1.0% | Reduced |
| Hayek Kallen Investment Management | 40,075 | $3.90M | 1.42% | −245−0.6% | Reduced |
| Carret Asset Management, LLC | 39,845 | $3.88M | 0.42% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 39,736 | $3.87M | 0.35% | −336,180−89.4% | Reduced |
| Simplex Trading, LLC | 39,701 | $3.86M | 0.11% | +38,588+3,467.0% | Added |
| Voya Investment Management LLC | 38,770 | $3.77M | 0.00% | −15,665−28.8% | Reduced |
| Capital Wealth Planning, LLC | 38,590 | $3.76M | 0.03% | +3,120+8.8% | Added |
| Financial Gravity Companies, Inc. | 38,243 | $3.72M | 0.85% | +1,640+4.5% | Added |
| Crossmark Global Holdings, Inc. | 38,227 | $3.72M | 0.07% | +2,610+7.3% | Added |
| Haverford Trust Co | 37,939 | $3.69M | 0.04% | +516+1.4% | Added |
| Acadian Asset Management LLC | 37,774 | $3.67M | 0.01% | −3,521−8.5% | Reduced |
| Kestra Advisory Services, LLC | 37,726 | $3.67M | 0.02% | −151,021−80.0% | Reduced |
| Azzad Asset Management Inc | 37,500 | $3.65M | 0.70% | +1,067+2.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 37,063 | $3.61M | 0.01% | +4,091+12.4% | Added |
| Benjamin Edwards Inc | 36,933 | $3.60M | 0.05% | −8,558−18.8% | Reduced |
| Pensionmark Financial Group, LLC | 36,929 | $3.59M | 0.10% | +3,258+9.7% | Added |
| Cresset Asset Management, LLC | 36,785 | $3.58M | 0.02% | −41,353−52.9% | Reduced |
| Choate Investment Advisors | 36,683 | $3.57M | 0.09% | +3,910+11.9% | Added |
| Woodmont Investment Counsel LLC | 36,454 | $3.55M | 0.26% | −1,204−3.2% | Reduced |
| Summit Global Investments | 36,154 | $3.52M | 0.22% | +36,154 | New |
| Pekin Hardy Strauss, Inc. | 36,150 | $3.52M | 0.45% | −2,343−6.1% | Reduced |
| Argent Trust Co | 35,623 | $3.47M | 0.14% | +608+1.7% | Added |
| Advisory Services Network, LLC | 34,879 | $3.39M | 0.06% | −172−0.5% | Reduced |
| Rhumbline Advisers | 34,754 | $3.38M | 0.00% | −5,636−14.0% | Reduced |
| Fayez Sarofim & Co | 34,586 | $3.37M | 0.01% | −5,654−14.1% | Reduced |
| Oppenheimer & Co Inc | 34,527 | $3.36M | 0.05% | +671+2.0% | Added |
| WealthTrust Axiom LLC | 33,835 | $3.29M | 0.98% | −975−2.8% | Reduced |
| Yousif Capital Management, LLC | 33,805 | $3.29M | 0.04% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 33,621 | $3.27M | 0.03% | +1,198+3.7% | Added |
| Orion Portfolio Solutions, LLC | 33,621 | $3.27M | 0.03% | +1,198+3.7% | Added |
| Fort Washington Investment Advisors Inc | 32,835 | $3.20M | 0.02% | −1,090−3.2% | Reduced |
| Davenport & Co LLC | 32,660 | $3.18M | 0.02% | −1,118−3.3% | Reduced |
| Chesley Taft & Associates LLC | 32,347 | $3.15M | 0.15% | −1,155−3.4% | Reduced |
| Northeast Investment Management | 31,946 | $3.11M | 0.14% | −152−0.5% | Reduced |
| Arlington Partners LLC | 31,152 | $3.03M | 1.18% | −6,404−17.1% | Reduced |
| Twin Tree Management, LP | 30,940 | $3.01M | 0.07% | +22,105+250.2% | Added |
| CWA Asset Management Group, LLC | 30,840 | $3.00M | 0.15% | +5,164+20.1% | Added |
| RSM US Wealth Management LLC | 30,787 | $3.00M | 0.04% | −652−2.1% | Reduced |
| Diamond Hill Capital Management Inc | 30,715 | $2.99M | 0.01% | +3,715+13.8% | Added |
| NBT Bank N A | 30,630 | $2.98M | 0.21% | −1,675−5.2% | Reduced |
| Geneos Wealth Management Inc. | 30,156 | $2.93M | 0.10% | +1,058+3.6% | Added |
| Patten & Patten Inc | 30,060 | $2.93M | 0.19% | −2,625−8.0% | Reduced |
| Avantax Advisory Services, Inc. | 29,938 | $2.91M | 0.02% | +2,835+10.5% | Added |
| Engineers Gate Manager LP | 29,910 | $2.91M | 0.05% | +23,983+404.6% | Added |
| Glenmede Trust Co NA | 29,858 | $2.91M | 0.01% | −7,755−20.6% | Reduced |
| Cornerstone Wealth Group, LLC | 29,671 | $2.89M | 0.24% | +1,549+5.5% | Added |
| Capital Insight Partners, LLC | 29,669 | $2.89M | 0.50% | +2,737+10.2% | Added |
| Daymark Wealth Partners, LLC | 29,272 | $2.85M | 0.12% | +1,395+5.0% | Added |
| Providence Capital Advisors, LLC | 28,920 | $2.81M | 0.57% | +70.0% | Added |
| Callan Family Office, LLC | 28,874 | $2.81M | 0.18% | +26,973+1,418.9% | Added |
| Bradley Foster & Sargent Inc | 28,758 | $2.80M | 0.05% | −125−0.4% | Reduced |
| Principal Securities, Inc. | 28,757 | $2.80M | 0.06% | +2,613+10.0% | Added |
| CAPROCK Group, Inc. | 28,419 | $2.77M | 0.09% | −2,566−8.3% | Reduced |
| Naples Global Advisors, LLC | 28,009 | $2.73M | 0.25% | −50−0.2% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 27,955 | $2.72M | 2.03% | +25+0.1% | Added |
| Transform Wealth, LLC | 27,903 | $2.72M | 0.15% | −389−1.4% | Reduced |
| Moors & Cabot, Inc. | 27,865 | $2.71M | 0.13% | −694−2.4% | Reduced |
| We Are One Seven, LLC | 27,710 | $2.70M | 0.10% | +3,042+12.3% | Added |
| Atria Wealth Solutions, Inc. | 27,703 | $2.70M | 0.03% | +3,582+14.9% | Added |
| Telos Capital Management, Inc. | 27,686 | $2.69M | 0.29% | +1,039+3.9% | Added |
| Sequoia Financial Advisors, LLC | 27,642 | $2.69M | 0.03% | +523+1.9% | Added |
| Beach Investment Counsel Inc | 27,566 | $2.68M | 0.36% | −6,276−18.5% | Reduced |
| Hall Laurie J Trustee | 27,215 | $2.65M | 0.87% | −337−1.2% | Reduced |
| Oxbow Advisors, LLC | 26,882 | $2.62M | 0.31% | +1,480+5.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 26,731 | $2.60M | 0.17% | +26,731 | New |
| Wambolt & Associates, LLC | 26,578 | $2.59M | 0.83% | −5,011−15.9% | Reduced |
| Fred Alger Management, LLC | 26,295 | $2.56M | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 25,940 | $2.52M | 0.05% | +1,213+4.9% | Added |
| Fairfield, Bush & Co. | 25,516 | $2.48M | 1.46% | +567+2.3% | Added |
| Americana Partners, LLC | 25,491 | $2.48M | 0.10% | −2,527−9.0% | Reduced |
| SIH Partners, LLLP | 25,400 | $2.47M | 0.17% | +25,400 | New |