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 |
|---|---|---|---|---|---|
| Vident Advisory, LLC | 25,337 | $2.47M | 0.04% | +2,837+12.6% | Added |
| EagleClaw Capital Managment, LLC | 25,134 | $2.45M | 0.39% | +2,700+12.0% | Added |
| Peapack Gladstone Financial Corp | 24,642 | $2.40M | 0.03% | −515−2.0% | Reduced |
| Foresight Capital Management Advisors, Inc. | 24,604 | $2.39M | 1.40% | +1,729+7.6% | Added |
| Forum Financial Management, LP | 24,553 | $2.39M | 0.04% | +731+3.1% | Added |
| Tealwood Asset Management Inc | 24,249 | $2.36M | 0.98% | +331+1.4% | Added |
| Penobscot Investment Management Company, Inc. | 24,217 | $2.36M | 0.21% | −750−3.0% | Reduced |
| Fca Corp | 24,214 | $2.36M | 0.74% | +398+1.7% | Added |
| Integrated Wealth Concepts LLC | 24,095 | $2.34M | 0.03% | +264+1.1% | Added |
| Whittier Trust Co of Nevada Inc | 24,072 | $2.34M | 0.06% | +1,221+5.3% | Added |
| MAI Capital Management | 24,061 | $2.34M | 0.02% | +6,472+36.8% | Added |
| Wolverine Trading, LLC | 23,936 | $2.33M | 0.05% | +15,928+198.9% | Added |
| Huntington National Bank | 23,813 | $2.32M | 0.02% | +1,259+5.6% | Added |
| Catalyst Capital Advisors LLC | 23,742 | $2.31M | 0.05% | 00.0% | Unchanged |
| Walleye Trading LLC | 23,015 | $2.24M | 0.04% | +22,399+3,636.2% | Added |
| AMG National Trust Bank | 22,656 | $2.21M | 0.06% | −335−1.5% | Reduced |
| Cascade Investment Advisors, Inc. | 22,595 | $2.20M | 1.41% | +285+1.3% | Added |
| Arvest Bank Trust Division | 22,379 | $2.18M | 0.13% | −867−3.7% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 22,184 | $2.16M | 1.01% | +1,219+5.8% | Added |
| Denali Advisors LLC | 22,112 | $2.15M | 0.23% | +417+1.9% | Added |
| apricus wealth, LLC | 21,813 | $2.12M | 1.38% | +600+2.8% | Added |
| Beacon Financial Group | 21,630 | $2.10M | 0.23% | −219−1.0% | Reduced |
| Blue Square Asset Management, LLC | 21,537 | $2.10M | 1.04% | +427+2.0% | Added |
| Commerce Bank | 21,232 | $2.07M | 0.01% | −405−1.9% | Reduced |
| Kahn Brothers Group Inc | 21,181 | $2.06M | 0.45% | +3,600+20.5% | Added |
| Mount Yale Investment Advisors, LLC | 21,155 | $2.06M | 0.17% | −1,012−4.6% | Reduced |
| Everett Harris & Co | 21,048 | $2.05M | 0.03% | −375−1.8% | Reduced |
| Great Lakes Advisors, LLC | 20,902 | $2.03M | 0.02% | +2,048+10.9% | Added |
| Parr McKnight Wealth Management Group, LLC | 20,736 | $2.02M | 0.29% | +20,736 | New |
| Procyon Private Wealth Partners, LLC | 20,653 | $2.01M | 0.13% | −220−1.1% | Reduced |
| Coastline Trust Co | 20,621 | $2.01M | 0.23% | 00.0% | Unchanged |
| Triasima Portfolio Management inc. | 20,498 | $1.99M | 0.39% | −11,777−36.5% | Reduced |
| WCG Wealth Advisors LLC | 20,364 | $1.98M | 0.13% | +1,091+5.7% | Added |
| Ipswich Investment Management Co., Inc. | 20,227 | $1.97M | 0.47% | 00.0% | Unchanged |
| First Hawaiian Bank | 20,219 | $1.97M | 0.06% | −577−2.8% | Reduced |
| Family Management Corp | 20,127 | $1.96M | 0.32% | +20,127 | New |
| NorthCrest Asset Manangement, LLC | 19,818 | $1.93M | 0.06% | −37,716−65.6% | Reduced |
| Massachusetts Financial Services Co | 19,772 | $1.92M | 0.00% | +19,772 | New |
| National Asset Management, Inc. | 19,769 | $1.92M | 0.06% | −2,783−12.3% | Reduced |
| Old Port Advisors | 19,546 | $1.90M | 0.55% | −31−0.2% | Reduced |
| Trust Co of Toledo NA | 19,405 | $1.89M | 0.25% | −248−1.3% | Reduced |
| Cloverfields Capital Group, LP | 19,378 | $1.89M | 0.61% | +1,200+6.6% | Added |
| Ballentine Partners, LLC | 19,234 | $1.87M | 0.03% | +824+4.5% | Added |
| Optimist Retirement Group LLC | 19,066 | $1.86M | 0.88% | −247−1.3% | Reduced |
| Clearstead Advisors, LLC | 19,023 | $1.85M | 0.03% | −628−3.2% | Reduced |
| CIBC Asset Management Inc | 19,109 | $1.84M | 0.01% | +20+0.1% | Added |
| Abbot Financial Management, Inc. | 18,889 | $1.84M | 0.92% | −30−0.2% | Reduced |
| West Oak Capital, LLC | 18,778 | $1.83M | 0.65% | +125+0.7% | Added |
| Foster & Motley Inc | 18,717 | $1.82M | 0.12% | −221−1.2% | Reduced |
| Dorsey Wright & Associates | 18,708 | $1.82M | 0.43% | −1,910−9.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 18,415 | $1.79M | 0.03% | −444−2.4% | Reduced |
| Jamison Private Wealth Management, Inc. | 18,398 | $1.79M | 0.26% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 18,290 | $1.78M | 0.02% | −250−1.3% | Reduced |
| Quartz Partners, LLC | 18,163 | $1.77M | 1.08% | +853+4.9% | Added |
| Quadrant Capital Group LLC | 18,100 | $1.76M | 0.12% | +352+2.0% | Added |
| Vise Technologies, Inc. | 18,007 | $1.75M | 0.15% | +1,302+7.8% | Added |
| Independent Investors Inc | 17,900 | $1.74M | 0.34% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 17,872 | $1.74M | 0.00% | +17,872 | New |
| Headinvest, LLC | 17,851 | $1.74M | 0.33% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 17,814 | $1.73M | 0.38% | −3,340−15.8% | Reduced |
| Greenleaf Trust | 17,793 | $1.73M | 0.02% | +192+1.1% | Added |
| Nichols & Pratt Advisers LLP | 17,722 | $1.72M | 0.11% | −19,625−52.5% | Reduced |
| Gluskin Sheff & Assoc Inc | 17,700 | $1.72M | 0.21% | −20,033−53.1% | Reduced |
| Prospera Financial Services Inc | 17,611 | $1.71M | 0.04% | +484+2.8% | Added |
| Atlantic Union Bankshares Corp | 17,503 | $1.70M | 0.10% | −208−1.2% | Reduced |
| Evergreen Capital Management LLC | 17,466 | $1.70M | 0.06% | +2,855+19.5% | Added |
| FORA Capital, LLC | 17,380 | $1.69M | 0.19% | +17,380 | New |
| Perigon Wealth Management, LLC | 17,246 | $1.69M | 0.04% | −15−0.1% | Reduced |
| Checchi Capital Advisers, LLC | 17,312 | $1.68M | 0.13% | −250−1.4% | Reduced |
| Somerville Kurt F | 17,128 | $1.67M | 0.28% | −7,980−31.8% | Reduced |
| Advisors Management Group Inc | 17,022 | $1.66M | 0.39% | −187−1.1% | Reduced |
| Benedict Financial Advisors Inc | 16,826 | $1.64M | 0.40% | −35−0.2% | Reduced |
| Kestra Private Wealth Services, LLC | 16,780 | $1.63M | 0.03% | +292+1.8% | Added |
| Rothschild Investment LLC | 16,682 | $1.62M | 0.11% | +101+0.6% | Added |
| Palisade Asset Management, LLC | 16,624 | $1.62M | 0.16% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 16,536 | $1.61M | 0.07% | −92−0.6% | Reduced |
| Csenge Advisory Group | 16,395 | $1.60M | 0.09% | +6,369+63.5% | Added |
| Arvest Investments, Inc. | 16,376 | $1.59M | 0.25% | −1,159−6.6% | Reduced |
| Patten Group, Inc. | 16,341 | $1.59M | 0.35% | −46−0.3% | Reduced |
| Ascent Wealth Partners, LLC | 16,203 | $1.58M | 0.21% | +169+1.1% | Added |
| Lido Advisors, LLC | 16,178 | $1.57M | 0.01% | +1,081+7.2% | Added |
| Dorsey & Whitney Trust CO LLC | 16,138 | $1.57M | 0.09% | −164−1.0% | Reduced |
| Highland Capital Management, LLC | 16,112 | $1.57M | 0.09% | −400−2.4% | Reduced |
| TD Asset Management Inc | 16,055 | $1.56M | 0.00% | −52−0.3% | Reduced |
| Aptus Capital Advisors, LLC | 16,026 | $1.56M | 0.02% | +11,479+252.5% | Added |
| Ellevest, Inc. | 15,970 | $1.55M | 0.09% | −2,326−12.7% | Reduced |
| Altman Advisors, Inc. | 15,944 | $1.55M | 0.66% | +288+1.8% | Added |
| Atomi Financial Group, Inc. | 15,933 | $1.55M | 0.08% | −2,458−13.4% | Reduced |
| Lester Murray Antman dba SimplyRich | 15,892 | $1.55M | 0.44% | −1,012−6.0% | Reduced |
| Hantz Financial Services, Inc. | 15,864 | $1.54M | 0.03% | −370−2.3% | Reduced |
| Kennedy Capital Management, Inc. | 15,840 | $1.54M | 0.03% | +15,840 | New |
| AlphaCentric Advisors LLC | 15,719 | $1.53M | 1.53% | +15,719 | New |
| Empire Financial Management Company, LLC | 15,273 | $1.49M | 0.46% | +899+6.3% | Added |
| IAM Advisory, LLC | 15,160 | $1.48M | 0.37% | +247+1.7% | Added |
| Mosaic Financial Group, LLC | 15,079 | $1.47M | 1.05% | +588+4.1% | Added |
| Pine Valley Investments Ltd Liability Co | 15,037 | $1.46M | 0.10% | 00.0% | Unchanged |
| Richard P Slaughter Associates Inc | 15,024 | $1.46M | 0.33% | −448−2.9% | Reduced |
| Compass Wealth Management LLC | 15,000 | $1.46M | 0.35% | −1,625−9.8% | Reduced |
| Northstar Asset Management LLC | 14,875 | $1.45M | 0.33% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 14,910 | $1.45M | 0.13% | +1,608+12.1% | Added |