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 |
|---|---|---|---|---|---|
| Means Investment Co., Inc. | 7,306 | $710.9K | 0.07% | −200−2.7% | Reduced |
| Ruggaard & Associates LLC | 7,286 | $709.0K | 0.31% | −135−1.8% | Reduced |
| Hartford Funds Management Co LLC | 7,245 | $705.1K | 0.06% | +633+9.6% | Added |
| Cypress Asset Management Inc | 7,082 | $703.7K | 0.17% | −874−11.0% | Reduced |
| Agate Pass Investment Management, LLC | 7,215 | $702.1K | 0.32% | +7,215 | New |
| Savvy Advisors, Inc. | 7,201 | $700.7K | 0.08% | +7,201 | New |
| Lantern Wealth Advisors, LLC | 7,200 | $700.6K | 0.46% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 7,197 | $700.3K | 0.03% | −537−6.9% | Reduced |
| Bradyco, Inc. | 7,191 | $699.8K | 0.43% | +7,191 | New |
| BSW Wealth Partners | 7,169 | $697.6K | 0.10% | −558−7.2% | Reduced |
| St. Clair Advisors, LLC | 7,092 | $690.1K | 0.20% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 5,707 | $689.9K | 0.04% | +1,387+32.1% | Added |
| Ronald Blue Trust, Inc. | 7,086 | $689.5K | 0.01% | −4,046−36.3% | Reduced |
| Axxcess Wealth Management, LLC | 7,083 | $689.3K | 0.02% | +4,267+151.5% | Added |
| Central Trust Co | 7,073 | $688.3K | 0.02% | +5+0.1% | Added |
| Net Worth Advisory Group | 7,051 | $686.1K | 0.21% | −99−1.4% | Reduced |
| Essex Financial Services, Inc. | 7,037 | $684.8K | 0.05% | +17+0.2% | Added |
| Marotta Asset Management | 7,003 | $680.3K | 0.14% | −267−3.7% | Reduced |
| Gladstone Institutional Advisory LLC | 6,977 | $679.0K | 0.03% | −190−2.7% | Reduced |
| Resources Investment Advisors, LLC. | 6,972 | $678.4K | 0.01% | −3,177−31.3% | Reduced |
| GeoWealth Management, LLC | 6,918 | $673.2K | 0.02% | +4,606+199.2% | Added |
| Mezzasalma Advisors, LLC | 6,901 | $671.5K | 0.22% | +1,657+31.6% | Added |
| Banco de Sabadell, S.A | 6,852 | $670.0K | 0.53% | −264−3.7% | Reduced |
| Hemenway Trust Co LLC | 6,854 | $666.9K | 0.05% | −4,335−38.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 6,851 | $666.7K | 0.01% | −157−2.2% | Reduced |
| Kimelman & Baird, LLC | 6,850 | $666.6K | 0.05% | 00.0% | Unchanged |
| Ascent Group, LLC | 6,848 | $666.4K | 0.05% | +157+2.3% | Added |
| Kennedy Investment Group | 6,830 | $664.6K | 0.30% | +80+1.2% | Added |
| Klingenstein Fields & Co LP | 6,797 | $661.4K | 0.03% | 00.0% | Unchanged |
| Burns J W & Co Inc | 6,787 | $660.5K | 0.08% | −1,222−15.3% | Reduced |
| Jacobi Capital Management LLC | 6,779 | $659.7K | 0.05% | −156−2.2% | Reduced |
| Valeo Financial Advisors, LLC | 6,765 | $658.3K | 0.02% | +64+1.0% | Added |
| HB Wealth Management, LLC | 6,744 | $656.3K | 0.01% | +534+8.6% | Added |
| Ariadne Wealth Management, LP | 6,094 | $651.1K | 0.30% | +727+13.5% | Added |
| Keel Point, LLC | 6,691 | $651.1K | 0.05% | −856−11.3% | Reduced |
| CFO4Life Group, LLC | 6,619 | $644.1K | 0.11% | +379+6.1% | Added |
| Gilliland Jeter Wealth Management LLC | 6,619 | $644.1K | 0.22% | +521+8.5% | Added |
| Brucke Financial, Inc. | 6,121 | $641.0K | 0.55% | +6,121 | New |
| Peoples Bank | 6,538 | $636.2K | 0.44% | 00.0% | Unchanged |
| Stephens Inc | 6,484 | $631.0K | 0.01% | +69+1.1% | Added |
| Lantz Financial LLC | 6,478 | $630.4K | 0.17% | −384−5.6% | Reduced |
| Neville Rodie & Shaw Inc | 6,460 | $629.0K | 0.05% | 00.0% | Unchanged |
| Wedmont Private Capital | 6,348 | $629.0K | 0.03% | +158+2.6% | Added |
| Motco | 6,459 | $628.5K | 0.06% | +315+5.1% | Added |
| Liberty One Investment Management, LLC | 6,448 | $627.5K | 0.07% | −173−2.6% | Reduced |
| Salem Investment Counselors Inc | 6,362 | $619.1K | 0.02% | 00.0% | Unchanged |
| Dakota Wealth Management | 6,345 | $617.4K | 0.01% | −169−2.6% | Reduced |
| Applied Finance Capital Management, LLC | 6,298 | $612.9K | 0.03% | −775−11.0% | Reduced |
| Centaurus Financial, Inc. | 6,265 | $610.0K | 0.04% | +537+9.4% | Added |
| NTV Asset Management LLC | 6,221 | $605.4K | 0.08% | 00.0% | Unchanged |
| AE Wealth Management LLC | 6,221 | $605.3K | 0.01% | +126+2.1% | Added |
| Schulhoff & Co Inc | 6,210 | $604.3K | 0.27% | 00.0% | Unchanged |
| Toroso Investments, LLC | 6,172 | $600.6K | 0.00% | +492+8.7% | Added |
| St Germain D J Co Inc | 6,171 | $600.5K | 0.03% | +679+12.4% | Added |
| Brighton Jones LLC | 6,153 | $598.7K | 0.02% | +2,666+76.5% | Added |
| 1832 Asset Management L.P. | 6,144 | $597.9K | 0.00% | −212−3.3% | Reduced |
| Heritage Wealth Management, Inc. | 6,136 | $597.1K | 0.20% | 00.0% | Unchanged |
| CNB Bank | 6,122 | $595.7K | 0.28% | −973−13.7% | Reduced |
| Heritage Family Offices, LLP | 6,107 | $594.3K | 0.30% | +112+1.9% | Added |
| Principal Street Partners, LLC | 6,081 | $591.7K | 0.12% | +10.0% | Added |
| Visionary Horizons, LLC | 6,080 | $591.6K | 0.39% | −180−2.9% | Reduced |
| Jeppson Wealth Management, LLC | 6,078 | $591.5K | 0.21% | −275−4.3% | Reduced |
| ICONIQ Capital, LLC | 6,074 | $591.1K | 0.01% | +2,020+49.8% | Added |
| Mitchell McLeod Pugh & Williams Inc | 6,019 | $585.7K | 0.12% | +40+0.7% | Added |
| Regions Financial Corp | 6,013 | $585.1K | 0.00% | +105+1.8% | Added |
| American Trust Investment Advisors, LLC | 5,975 | $581.4K | 0.24% | +800+15.5% | Added |
| Bailard, Inc. | 5,963 | $580.3K | 0.01% | +283+5.0% | Added |
| Hutner Capital Management Inc | 5,894 | $573.5K | 0.28% | +3,324+129.3% | Added |
| Cascade Financial Partners, LLC | 5,880 | $572.2K | 0.07% | −50−0.8% | Reduced |
| Causeway Capital Management LLC | 5,866 | $570.8K | 0.01% | −1,516−20.5% | Reduced |
| Monticello Wealth Management, LLC | 5,831 | $567.4K | 0.05% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 5,780 | $562.5K | 0.02% | +603+11.6% | Added |
| Modera Wealth Management, LLC | 5,776 | $562.1K | 0.01% | +341+6.3% | Added |
| Penbrook Management LLC | 5,760 | $560.5K | 0.38% | 00.0% | Unchanged |
| Ignite Planners, LLC | 5,724 | $558.8K | 0.12% | +235+4.3% | Added |
| CVA Family Office, LLC | 5,722 | $556.8K | 0.09% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 5,698 | $554.5K | 0.18% | +124+2.2% | Added |
| E&G Advisors, LP | 5,638 | $548.6K | 0.15% | 00.0% | Unchanged |
| Cullen Investment Group, Ltd. | 5,611 | $546.0K | 0.08% | −244−4.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,611 | $546.0K | 0.01% | +2,496+80.1% | Added |
| Allianz Asset Management GmbH | 5,600 | $544.9K | 0.00% | −2,200−28.2% | Reduced |
| Oarsman Capital, Inc. | 5,599 | $544.8K | 0.10% | −228−3.9% | Reduced |
| Spears Abacus Advisors LLC | 5,545 | $539.6K | 0.01% | −333−5.7% | Reduced |
| StrongBox Wealth, LLC | 5,529 | $538.0K | 0.23% | −201−3.5% | Reduced |
| Financial & Tax Architects, LLC | 5,522 | $537.3K | 0.14% | +683+14.1% | Added |
| Rehmann Capital Advisory Group | 5,494 | $534.7K | 0.03% | −820−13.0% | Reduced |
| TD Waterhouse Canada Inc. | 5,456 | $530.7K | 0.00% | −94−1.7% | Reduced |
| Radnor Capital Management, LLC | 5,450 | $530.0K | 0.09% | −1,075−16.5% | Reduced |
| Patton Albertson Miller Group, LLC | 5,429 | $528.3K | 0.07% | −30−0.5% | Reduced |
| MB, Levis & Associates, LLC | 5,410 | $526.4K | 0.26% | 00.0% | Unchanged |
| Kennebec Savings Bank | 5,282 | $524.3K | 0.53% | −100−1.9% | Reduced |
| J.W. Cole Advisors, Inc. | 5,380 | $523.5K | 0.02% | −930−14.7% | Reduced |
| Allen Wealth Management, LLC | 5,374 | $522.9K | 0.37% | −414−7.2% | Reduced |
| Nilsine Partners, LLC | 5,364 | $522.0K | 0.06% | −20−0.4% | Reduced |
| Forza Wealth Management, LLC | 5,349 | $520.5K | 0.24% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 5,303 | $516.0K | 0.26% | −601−10.2% | Reduced |
| Gradient Investments LLC | 5,285 | $514.3K | 0.01% | +71+1.4% | Added |
| Carr Financial Group Corp | 5,280 | $513.8K | 0.16% | 00.0% | Unchanged |
| Five Oceans Advisors | 5,256 | $511.5K | 0.23% | −5,037−48.9% | Reduced |
| Seeds Investor LLC | 5,220 | $508.0K | 0.14% | +261+5.3% | Added |