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 |
|---|---|---|---|---|---|
| Minot DeBlois Advisors LLC | 10,185 | $991.1K | 0.91% | +10,185 | New |
| Bessemer Group Inc | 10,184 | $991.0K | 0.00% | −1,190−10.5% | Reduced |
| Pitcairn Co | 10,161 | $988.8K | 0.06% | +866+9.3% | Added |
| Ameritas Advisory Services, LLC | 10,158 | $988.5K | 0.03% | −280−2.7% | Reduced |
| Silvercrest Asset Management Group LLC | 10,144 | $987.1K | 0.01% | +558+5.8% | Added |
| Smartleaf Asset Management LLC | 10,117 | $984.7K | 0.10% | +4,663+85.5% | Added |
| Cambridge Advisors Inc. | 10,075 | $980.4K | 0.22% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 10,070 | $980.0K | 0.00% | +645+6.8% | Added |
| Court Place Advisors, LLC | 10,020 | $975.0K | 0.32% | −1,550−13.4% | Reduced |
| West Family Investments, Inc. | 10,009 | $974.0K | 0.34% | +270+2.8% | Added |
| Hudson Bay Capital Management LP | 10,000 | $973.1K | 0.01% | +10,000 | New |
| Mayflower Financial Advisors, LLC | 9,981 | $971.3K | 0.15% | −280−2.7% | Reduced |
| South State Corp. | 9,966 | $969.8K | 0.06% | −429−4.1% | Reduced |
| Nicholas Hoffman & Company, LLC. | 9,958 | $969.0K | 0.04% | −31−0.3% | Reduced |
| Entropy Technologies, LP | 9,938 | $967.1K | 0.10% | +9,938 | New |
| Level Four Advisory Services, LLC | 9,931 | $966.5K | 0.04% | −48−0.5% | Reduced |
| FRG Family Wealth Advisors LLC | 9,925 | $965.8K | 0.18% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 9,819 | $955.5K | 0.26% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 9,769 | $950.6K | 0.19% | −899−8.4% | Reduced |
| Drexel Morgan & Co. | 9,720 | $945.9K | 0.20% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 9,700 | $943.9K | 0.00% | −173,556−94.7% | Reduced |
| GTS Securities LLC | 9,650 | $939.0K | 0.05% | +1,460+17.8% | Added |
| KCM Investment Advisors LLC | 9,645 | $938.6K | 0.03% | −102−1.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 9,604 | $934.6K | 0.01% | −770−7.4% | Reduced |
| HighPoint Advisor Group LLC | 8,671 | $933.0K | 0.05% | −423−4.7% | Reduced |
| LCNB Corp | 9,574 | $931.6K | 0.34% | 00.0% | Unchanged |
| Adviser Investments LLC | 9,565 | $930.8K | 0.01% | +160+1.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 9,510 | $925.5K | 0.00% | −390−3.9% | Reduced |
| WealthPlan Investment Management, LLC | 9,494 | $923.9K | 0.09% | 00.0% | Unchanged |
| Becker Capital Management Inc | 9,477 | $922.2K | 0.03% | −25−0.3% | Reduced |
| Kensington Investment Counsel, LLC | 9,460 | $920.6K | 0.38% | 00.0% | Unchanged |
| Welch Group, LLC | 9,458 | $920.5K | 0.04% | −384−3.9% | Reduced |
| Independence Bank of Kentucky | 9,382 | $913.0K | 0.14% | +6,438+218.7% | Added |
| Harbour Trust & Investment Management Co | 9,221 | $897.3K | 0.10% | −48−0.5% | Reduced |
| Simmons Bank | 9,212 | $896.4K | 0.07% | −75−0.8% | Reduced |
| Smart Money Group LLC | 9,144 | $889.8K | 0.31% | +606+7.1% | Added |
| Valley National Advisers Inc | 9,152 | $889.0K | 0.16% | −685−7.0% | Reduced |
| Boston Financial Mangement LLC | 9,072 | $882.8K | 0.03% | +1,027+12.8% | Added |
| HF Advisory Group, LLC | 9,045 | $880.2K | 0.40% | +636+7.6% | Added |
| Elser Financial Planning, Inc | 8,978 | $873.6K | 0.05% | +8,978 | New |
| Mutual Advisors, LLC | 8,889 | $869.9K | 0.03% | +62+0.7% | Added |
| Boston Private Wealth LLC | 8,931 | $869.1K | 0.02% | +8,931 | New |
| Beaton Management Co. Inc. | 8,873 | $863.0K | 0.44% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 8,823 | $858.6K | 0.05% | −280−3.1% | Reduced |
| 1620 Investment Advisors, Inc. | 8,810 | $857.3K | 0.65% | +27+0.3% | Added |
| Valmark Advisers, Inc. | 8,806 | $856.9K | 0.01% | +447+5.3% | Added |
| Hamel Associates, Inc. | 8,680 | $844.7K | 0.27% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 8,655 | $842.2K | 0.28% | +8,655 | New |
| RFG Advisory, LLC | 8,617 | $838.5K | 0.02% | −3,350−28.0% | Reduced |
| First Affirmative Financial Network | 8,611 | $837.9K | 0.48% | +897+11.6% | Added |
| Northcape Wealth Management, LLC | 8,570 | $833.9K | 0.27% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 8,564 | $833.4K | 0.03% | +65+0.8% | Added |
| Sittner & Nelson, LLC | 8,529 | $830.0K | 0.36% | 00.0% | Unchanged |
| Associated Banc-Corp | 8,490 | $826.2K | 0.02% | −322−3.7% | Reduced |
| Arkadios Wealth Advisors | 8,487 | $825.9K | 0.05% | +2,336+38.0% | Added |
| Bangor Savings Bank | 8,478 | $825.0K | 0.08% | −20−0.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 8,433 | $820.6K | 0.00% | −182,884−95.6% | Reduced |
| Meriwether Wealth & Planning, LLC | 8,432 | $820.5K | 0.58% | +8,432 | New |
| Drucker Wealth 3.0, LLC | 8,425 | $819.8K | 0.19% | −578−6.4% | Reduced |
| Stratos Wealth Advisors, LLC | 8,393 | $816.8K | 0.04% | −41−0.5% | Reduced |
| RD Lewis Holdings, Inc. | 7,676 | $815.7K | 0.90% | +7,676 | New |
| New Hampshire Trust | 8,374 | $814.9K | 0.17% | −137−1.6% | Reduced |
| YANKCOM Partnership | 8,261 | $803.9K | 0.43% | +8,261 | New |
| Kennon-Green & Company, LLC | 8,191 | $797.1K | 0.69% | −197−2.3% | Reduced |
| Cable Hill Partners, LLC | 8,185 | $796.5K | 0.08% | −3,748−31.4% | Reduced |
| Cary Street Partners Financial LLC | 8,136 | $791.7K | 0.03% | +8,136 | New |
| Broderick Brian C | 8,073 | $785.6K | 0.15% | −3,960−32.9% | Reduced |
| Fort Sheridan Advisors LLC | 8,023 | $780.7K | 0.11% | 00.0% | Unchanged |
| PDS Planning, Inc | 7,990 | $777.5K | 0.07% | −122−1.5% | Reduced |
| Clarius Group, LLC | 7,931 | $771.8K | 0.05% | +1,612+25.5% | Added |
| Mangrove Partners | 7,923 | $771.0K | 0.09% | +7,923 | New |
| Federation des caisses Desjardins du Quebec | 7,881 | $766.9K | 0.00% | −622−7.3% | Reduced |
| Tiaa Trust, National Association | 7,875 | $766.3K | 0.00% | +569+7.8% | Added |
| Group One Trading, L.P. | 7,868 | $765.6K | 0.03% | +777+11.0% | Added |
| Sage Rhino Capital LLC | 7,847 | $763.6K | 0.17% | −319−3.9% | Reduced |
| Lee Danner & Bass Inc | 7,805 | $759.5K | 0.06% | 00.0% | Unchanged |
| Thornburg Investment Management Inc | 7,800 | $759.0K | 0.01% | 00.0% | Unchanged |
| Texas Bank & Trust Co | 7,798 | $758.8K | 0.31% | +7,798 | New |
| Fulton Bank, N.A. | 7,777 | $756.8K | 0.03% | +1,281+19.7% | Added |
| Coldstream Capital Management Inc | 7,764 | $755.5K | 0.02% | −183−2.3% | Reduced |
| Global Retirement Partners, LLC | 7,713 | $750.5K | 0.02% | +849+12.4% | Added |
| JNBA Financial Advisors | 7,702 | $749.4K | 0.08% | −25−0.3% | Reduced |
| Lake Street Advisors Group, LLC | 7,645 | $743.9K | 0.03% | −9,474−55.3% | Reduced |
| Mather Group, LLC. | 7,589 | $738.5K | 0.01% | +51+0.7% | Added |
| Twin City Private Wealth, LLC | 7,584 | $738.0K | 0.65% | +400+5.6% | Added |
| Montag A & Associates Inc | 7,575 | $737.1K | 0.03% | 00.0% | Unchanged |
| Covenant Partners, LLC | 7,542 | $733.9K | 0.23% | −66−0.9% | Reduced |
| Henshaw Capital LLC | 7,536 | $733.3K | 0.03% | −707−8.6% | Reduced |
| Anchor Investment Management, LLC | 7,526 | $732.4K | 0.07% | 00.0% | Unchanged |
| Shelton Capital Management | 7,474 | $727.3K | 0.02% | −369−4.7% | Reduced |
| Harbour Investments, Inc. | 7,465 | $726.4K | 0.02% | −29−0.4% | Reduced |
| Eqis Capital Management, Inc. | 7,461 | $726.0K | 0.06% | +345+4.8% | Added |
| Avidian Wealth Solutions, LLC | 7,459 | $725.8K | 0.03% | −454−5.7% | Reduced |
| Kingsview Wealth Management, LLC | 7,450 | $724.9K | 0.01% | −224−2.9% | Reduced |
| Umb Bank N A | 7,419 | $721.9K | 0.01% | −2,823−27.6% | Reduced |
| Oxford Wealth Group, LLC | 7,407 | $720.7K | 0.47% | +184+2.5% | Added |
| Keystone Financial Services | 7,374 | $717.5K | 0.27% | +237+3.3% | Added |
| Diversify Wealth Management, LLC | 7,240 | $717.3K | 0.06% | +1,072+17.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,891 | $712.6K | 0.01% | −605−8.1% | Reduced |
| Romano Brothers and Company | 7,312 | $711.5K | 0.09% | 00.0% | Unchanged |