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 |
|---|---|---|---|---|---|
| Park National Corp | 14,788 | $1.44M | 0.05% | −158−1.1% | Reduced |
| SevenBridge Financial Group, LLC | 13,333 | $1.44M | 0.27% | −710−5.1% | Reduced |
| Lowe Brockenbrough & Co Inc | 14,743 | $1.43M | 0.09% | −618−4.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 14,661 | $1.43M | 0.04% | +213+1.5% | Added |
| Stonebridge Capital Management Inc | 14,625 | $1.42M | 0.58% | −150−1.0% | Reduced |
| Marco Investment Management LLC | 14,595 | $1.42M | 0.12% | −300−2.0% | Reduced |
| Fox Run Management, L.L.C. | 14,489 | $1.41M | 0.26% | −158−1.1% | Reduced |
| First Horizon Advisors, Inc. | 14,445 | $1.41M | 0.04% | +56+0.4% | Added |
| Schechter Investment Advisors, LLC | 14,426 | $1.40M | 0.11% | −1,817−11.2% | Reduced |
| Parallel Advisors, LLC | 14,417 | $1.40M | 0.03% | +496+3.6% | Added |
| Voya Financial Advisors, Inc. | 14,388 | $1.40M | 0.15% | +742+5.4% | Added |
| Delphi Management Inc | 14,309 | $1.39M | 1.35% | +1,128+8.6% | Added |
| Old National Bancorp | 14,257 | $1.39M | 0.03% | +220+1.6% | Added |
| Roberts Glore & Co Inc | 14,139 | $1.38M | 0.41% | −195−1.4% | Reduced |
| Aaron Wealth Advisors | 14,117 | $1.37M | 0.16% | +986+7.5% | Added |
| FineMark National Bank & Trust | 13,875 | $1.35M | 0.05% | −930−6.3% | Reduced |
| Solutions 4 Wealth, Ltd | 13,817 | $1.34M | 2.43% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 13,738 | $1.34M | 0.07% | −1,078−7.3% | Reduced |
| Legacy Financial Advisors, Inc. | 13,721 | $1.34M | 0.22% | +2,635+23.8% | Added |
| Milestone Asset Management, LLC | 13,701 | $1.33M | 0.29% | +13,701 | New |
| Sepio Capital, LP | 13,668 | $1.33M | 0.11% | −19−0.1% | Reduced |
| AIMZ Investment Advisors, LLC | 13,288 | $1.29M | 0.45% | −100−0.7% | Reduced |
| Albert D Mason Inc | 13,254 | $1.29M | 0.86% | −223−1.7% | Reduced |
| Arjuna Capital | 13,106 | $1.28M | 0.34% | −198−1.5% | Reduced |
| Snowden Capital Advisors LLC | 13,099 | $1.27M | 0.04% | −733−5.3% | Reduced |
| Physicians Financial Services, Inc. | 13,068 | $1.27M | 0.39% | −250−1.9% | Reduced |
| Semmax Financial Advisors Inc. | 11,739 | $1.26M | 0.34% | +655+5.9% | Added |
| Kathmere Capital Management, LLC | 12,954 | $1.26M | 0.11% | −4,816−27.1% | Reduced |
| Boston Family Office LLC | 12,935 | $1.26M | 0.09% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 12,884 | $1.25M | 0.07% | +100+0.8% | Added |
| Abundance Wealth Counselors | 12,841 | $1.25M | 0.27% | +89+0.7% | Added |
| Strategic Global Advisors, LLC | 12,811 | $1.25M | 0.23% | +920+7.7% | Added |
| Quadcap Wealth Management, LLC | 12,801 | $1.25M | 0.18% | −1,183−8.5% | Reduced |
| Boit C F David | 12,800 | $1.25M | 0.63% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 12,682 | $1.23M | 0.04% | −6,605−34.2% | Reduced |
| Arnhold LLC | 12,636 | $1.23M | 0.12% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 12,601 | $1.23M | 0.31% | +1,918+18.0% | Added |
| TD Private Client Wealth LLC | 12,580 | $1.22M | 0.03% | +134+1.1% | Added |
| Guggenheim Capital LLC | 12,568 | $1.22M | 0.01% | −1,706−12.0% | Reduced |
| Horizon Kinetics Asset Management LLC | 12,547 | $1.22M | 0.02% | +403+3.3% | Added |
| Synovus Financial Corp | 12,453 | $1.21M | 0.02% | −6,704−35.0% | Reduced |
| Glass Wealth Management Co LLC | 12,460 | $1.21M | 0.66% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 12,385 | $1.21M | 0.02% | −64−0.5% | Reduced |
| Greenwich Wealth Management LLC | 12,378 | $1.21M | 0.08% | +653+5.6% | Added |
| Sandy Spring Bank | 12,274 | $1.19M | 0.05% | −684−5.3% | Reduced |
| Farther Finance Advisors, LLC | 12,239 | $1.19M | 0.04% | −961−7.3% | Reduced |
| Kentucky Trust Co | 12,237 | $1.19M | 0.70% | +12,237 | New |
| Ativo Capital Management LLC | 12,192 | $1.19M | 1.18% | −279−2.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 12,131 | $1.18M | 0.16% | +1,389+12.9% | Added |
| Aberdeen Wealth Management LLC | 12,030 | $1.17M | 0.80% | −700−5.5% | Reduced |
| EP Wealth Advisors, LLC | 12,000 | $1.17M | 0.01% | −1,630−12.0% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 12,000 | $1.17M | 0.12% | +12,000 | New |
| Brookstone Capital Management | 11,905 | $1.16M | 0.02% | +130+1.1% | Added |
| Trust Co of Oklahoma | 11,898 | $1.16M | 0.37% | +177+1.5% | Added |
| Leo Wealth, LLC | 11,873 | $1.16M | 0.10% | −2,066−14.8% | Reduced |
| Ieq Capital, LLC | 11,873 | $1.16M | 0.01% | −1,375−10.4% | Reduced |
| Sterling Capital Management LLC | 11,852 | $1.15M | 0.02% | −1,358−10.3% | Reduced |
| Apollon Wealth Management, LLC | 11,845 | $1.15M | 0.03% | +926+8.5% | Added |
| Sanibel Captiva Trust Company, Inc. | 11,840 | $1.15M | 0.04% | −405−3.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 11,669 | $1.14M | 0.03% | −200−1.7% | Reduced |
| Venturi Wealth Management, LLC | 11,631 | $1.13M | 0.06% | +5,983+105.9% | Added |
| Castlekeep Investment Advisors LLC | 11,589 | $1.13M | 0.79% | +1,080+10.3% | Added |
| Bridgewater Advisors Inc. | 11,333 | $1.13M | 0.12% | −90−0.8% | Reduced |
| Mission Wealth Management, LP | 11,570 | $1.13M | 0.03% | +215+1.9% | Added |
| Advisory Resource Group | 11,408 | $1.11M | 0.24% | −964−7.8% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 11,400 | $1.11M | 0.75% | −250−2.1% | Reduced |
| Savant Capital, LLC | 11,382 | $1.11M | 0.01% | +11+0.1% | Added |
| Hilltop Holdings Inc. | 11,381 | $1.11M | 0.07% | +97+0.9% | Added |
| Baker Ellis Asset Management LLC | 11,327 | $1.10M | 0.16% | −557−4.7% | Reduced |
| Callan Capital, LLC | 11,319 | $1.10M | 0.08% | −950−7.7% | Reduced |
| FSB Premier Wealth Management, Inc. | 11,295 | $1.10M | 0.44% | +1,896+20.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,259 | $1.10M | 0.04% | −10−0.1% | Reduced |
| V-Square Quantitative Management LLC | 11,173 | $1.09M | 0.15% | +2,538+29.4% | Added |
| China Universal Asset Management Co., Ltd. | 11,220 | $1.09M | 0.10% | +11,220 | New |
| Tower Research Capital LLC (TRC) | 11,197 | $1.09M | 0.02% | +11,095+10,877.5% | Added |
| AQR Capital Management LLC | 11,129 | $1.08M | 0.00% | −5,476−33.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 11,052 | $1.08M | 0.00% | −888,868−98.8% | Reduced |
| Holderness Investments Co | 11,006 | $1.07M | 0.24% | +392+3.7% | Added |
| Foyston, Gordon, & Payne Inc | 10,984 | $1.07M | 0.28% | +133+1.2% | Added |
| Venture Visionary Partners LLC | 10,936 | $1.06M | 0.05% | +26+0.2% | Added |
| Williams Jones Wealth Management, LLC. | 10,933 | $1.06M | 0.01% | −200−1.8% | Reduced |
| Intrust Bank NA | 10,913 | $1.06M | 0.11% | +265+2.5% | Added |
| Davidson Trust Co | 10,908 | $1.06M | 0.55% | +707+6.9% | Added |
| New Vernon Capital Holdings II LLC | 10,837 | $1.05M | 0.73% | −2,527−18.9% | Reduced |
| Merit Financial Group, LLC | 10,791 | $1.05M | 0.02% | +1,010+10.3% | Added |
| Ar Asset Management Inc | 10,750 | $1.05M | 0.24% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 10,691 | $1.04M | 0.02% | −616−5.4% | Reduced |
| Qtron Investments LLC | 10,645 | $1.04M | 0.15% | −940−8.1% | Reduced |
| Guyasuta Investment Advisors Inc | 10,554 | $1.03M | 0.06% | −101−0.9% | Reduced |
| CX Institutional | 10,539 | $1.03M | 0.04% | −140−1.3% | Reduced |
| XML Financial, LLC | 10,455 | $1.02M | 0.09% | +656+6.7% | Added |
| Unique Wealth Strategies, LLC | 10,407 | $1.01M | 0.44% | −351−3.3% | Reduced |
| Transcend Wealth Collective, LLC | 10,388 | $1.01M | 0.07% | −45−0.4% | Reduced |
| XTX Topco Ltd | 10,379 | $1.01M | 0.08% | −20,140−66.0% | Reduced |
| King Luther Capital Management Corp | 10,375 | $1.01M | 0.00% | −67−0.6% | Reduced |
| SG Americas Securities, LLC | 10,348 | $1.01M | 0.00% | −10,948−51.4% | Reduced |
| Chilton Capital Management LLC | 10,287 | $1.00M | 0.04% | −413−3.9% | Reduced |
| Virtu Financial LLC | 10,275 | $1.00M | 0.05% | +6,561+176.7% | Added |
| Warren Averett Asset Management, LLC | 10,243 | $996.8K | 0.02% | +2,256+28.2% | Added |
| Omers Administration Corp | 10,200 | $992.6K | 0.01% | +10,200 | New |