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 |
|---|---|---|---|---|---|
| BancorpSouth Bank | 5,213 | $507.3K | 0.03% | −321−5.8% | Reduced |
| Cordatus Wealth Management LLC | 5,186 | $505.0K | 0.13% | +21+0.4% | Added |
| Private Trust Co NA | 5,176 | $503.7K | 0.05% | +355+7.4% | Added |
| Goldstone Financial Group, LLC | 5,146 | $500.8K | 0.08% | +832+19.3% | Added |
| Alhambra Investment Partners LLC | 5,122 | $498.4K | 0.26% | +88+1.7% | Added |
| Circle Wealth Management, LLC | 5,119 | $498.1K | 0.01% | +294+6.1% | Added |
| Centiva Capital, LP | 5,119 | $498.1K | 0.02% | +2,856+126.2% | Added |
| Diversified Trust Co | 5,118 | $498.0K | 0.01% | +19+0.4% | Added |
| Portside Wealth Group, LLC | 5,117 | $497.9K | 0.08% | +742+17.0% | Added |
| Capital Analysts, LLC | 5,083 | $495.0K | 0.02% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 5,060 | $492.4K | 0.24% | +124+2.5% | Added |
| GAMMA Investing LLC | 5,024 | $488.9K | 0.04% | −413−7.6% | Reduced |
| Bedel Financial Consulting, Inc. | 4,445 | $488.1K | 0.07% | 00.0% | Unchanged |
| BXM Wealth LLC | 5,005 | $487.0K | 0.68% | +5,005 | New |
| Northwest Capital Management Inc | 5,000 | $486.6K | 0.21% | 00.0% | Unchanged |
| Valley Brook Capital Group | 4,959 | $482.6K | 0.36% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 4,916 | $478.4K | 0.26% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 4,909 | $477.7K | 0.03% | −104−2.1% | Reduced |
| Personal Cfo Solutions, LLC | 4,908 | $477.6K | 0.09% | −92−1.8% | Reduced |
| First American Trust, FSB | 4,907 | $477.5K | 0.05% | −205−4.0% | Reduced |
| Pinnacle Financial Partners Inc | 4,823 | $476.4K | 0.01% | +198+4.3% | Added |
| North Star Asset Management Inc | 4,876 | $474.5K | 0.02% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 4,857 | $472.6K | 0.22% | +4,857 | New |
| Mill Capital Management, LLC | 4,851 | $472.1K | 0.04% | −2,483−33.9% | Reduced |
| Plancorp, LLC | 4,817 | $468.8K | 0.02% | +21+0.4% | Added |
| Lazard Asset Management LLC | 4,786 | $465.0K | 0.00% | −506−9.6% | Reduced |
| Mesirow Financial Investment Management, Inc. | 4,773 | $464.4K | 0.01% | +200+4.4% | Added |
| Cyndeo Wealth Partners, LLC | 4,725 | $459.8K | 0.03% | +123+2.7% | Added |
| Cullinan Associates Inc | 4,700 | $457.4K | 0.03% | 00.0% | Unchanged |
| Value Partners Investments Inc. | 4,693 | $456.3K | 0.26% | +33+0.7% | Added |
| Strategic Investment Advisors | 4,679 | $455.3K | 0.05% | +148+3.3% | Added |
| Joel Isaacson & Co., LLC | 4,677 | $455.1K | 0.02% | −160−3.3% | Reduced |
| Diversify Advisory Services, LLC | 4,592 | $455.0K | 0.03% | −128−2.7% | Reduced |
| Washington Trust Co | 4,665 | $454.0K | 0.02% | +200+4.5% | Added |
| Marino, Stram & Associates LLC | 4,642 | $451.7K | 0.10% | +200+4.5% | Added |
| Rossmore Private Capital | 4,627 | $450.3K | 0.06% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 4,626 | $450.1K | 0.24% | −735−13.7% | Reduced |
| Insigneo Advisory Services, LLC | 4,622 | $449.8K | 0.05% | +67+1.5% | Added |
| Two Sigma Advisers, LP | 4,600 | $447.6K | 0.00% | +900+24.3% | Added |
| Beddow Capital Management Inc | 4,590 | $447.0K | 0.18% | +1,350+41.7% | Added |
| Mraz, Amerine & Associates, Inc. | 4,592 | $446.8K | 0.08% | 00.0% | Unchanged |
| Legal & General Group Plc | 4,586 | $446.3K | 0.00% | +339+8.0% | Added |
| Stablepoint Partners, LLC | 4,549 | $442.7K | 0.08% | +62+1.4% | Added |
| Atlas Capital Advisors LLC | 4,532 | $441.0K | 0.06% | +3,800+519.1% | Added |
| Summit Financial, LLC | 4,515 | $439.3K | 0.02% | +725+19.1% | Added |
| Clear Harbor Asset Management, LLC | 4,493 | $437.2K | 0.04% | +70+1.6% | Added |
| Grimes & Company, Inc. | 4,487 | $436.6K | 0.01% | −84−1.8% | Reduced |
| Stokes Family Office, LLC | 4,484 | $436.3K | 0.05% | +4,484 | New |
| Regatta Capital Group, LLC | 4,411 | $429.2K | 0.08% | −69−1.5% | Reduced |
| Buckingham Strategic Partners | 4,400 | $428.2K | 0.01% | +1,468+50.1% | Added |
| Violich Capital Management, Inc. | 4,397 | $428.0K | 0.06% | −15−0.3% | Reduced |
| Independent Advisor Alliance | 4,362 | $424.5K | 0.01% | +826+23.4% | Added |
| AdvisorShares Investments LLC | 4,360 | $424.3K | 0.08% | +4,360 | New |
| Tranquilli Financial Advisor LLC | 4,335 | $421.8K | 0.27% | −19−0.4% | Reduced |
| Wealth Group, Ltd. | 4,329 | $421.0K | 0.27% | −178−3.9% | Reduced |
| Independent Financial Group, LLC | 4,309 | $419.3K | 0.01% | +1,657+62.5% | Added |
| Verity Asset Management, Inc. | 4,287 | $417.2K | 0.24% | +543+14.5% | Added |
| Chicago Trust Co NA | 4,287 | $417.2K | 0.07% | −17−0.4% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 4,282 | $416.7K | 0.10% | +77+1.8% | Added |
| Simon Quick Advisors, LLC | 4,257 | $414.2K | 0.02% | +67+1.6% | Added |
| Curbstone Financial Management Corp | 4,256 | $414.2K | 0.09% | +212+5.2% | Added |
| Nwam LLC | 4,255 | $414.1K | 0.03% | +186+4.6% | Added |
| Principle Wealth Partners LLC | 4,247 | $413.3K | 0.03% | 00.0% | Unchanged |
| Helen Stephens Group, LLC | 4,222 | $410.8K | 0.12% | 00.0% | Unchanged |
| Sigma Planning Corp | 4,218 | $410.4K | 0.01% | −1,012−19.3% | Reduced |
| Capital Investment Advisors, LLC | 4,203 | $408.9K | 0.01% | −22−0.5% | Reduced |
| Intellectus Partners, LLC | 4,161 | $404.9K | 0.09% | −100−2.3% | Reduced |
| Meridian Wealth Management, LLC | 4,161 | $404.9K | 0.02% | +106+2.6% | Added |
| Pinnacle West Asset Management, Inc. | 4,155 | $404.0K | 0.29% | +25+0.6% | Added |
| Concurrent Investment Advisors, LLC | 4,143 | $403.1K | 0.01% | +409+11.0% | Added |
| Crux Wealth Advisors | 4,132 | $402.1K | 0.22% | +4,132 | New |
| Thoroughbred Financial Services, LLC | 4,123 | $401.0K | 0.02% | +133+3.3% | Added |
| Central Pacific Bank - Trust Division | 4,100 | $399.0K | 0.05% | −50−1.2% | Reduced |
| Roxbury Financial LLC | 3,769 | $398.7K | 0.38% | +3,769 | New |
| American National Bank | 4,096 | $398.6K | 0.04% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 4,063 | $395.4K | 0.04% | 00.0% | Unchanged |
| HM Payson & Co | 4,062 | $395.3K | 0.01% | +899+28.4% | Added |
| Argyle Capital Partners, LLC | 4,061 | $395.2K | 0.34% | +4,061 | New |
| Fiduciary Financial Group, LLC | 3,979 | $394.2K | 0.09% | +81+2.1% | Added |
| S.A. Mason LLC | 4,040 | $393.1K | 0.21% | 00.0% | Unchanged |
| Claro Advisors LLC | 3,954 | $384.8K | 0.05% | −684−14.7% | Reduced |
| Texas Yale Capital Corp. | 3,952 | $384.6K | 0.02% | +290+7.9% | Added |
| McDaniel Terry & Co | 3,940 | $383.0K | 0.03% | −2,250−36.3% | Reduced |
| Essex Savings Bank | 3,935 | $382.9K | 0.09% | +72+1.9% | Added |
| Aureus Asset Management, LLC | 3,918 | $381.3K | 0.02% | +1,989+103.1% | Added |
| Cromwell Holdings LLC | 3,918 | $381.3K | 0.22% | +705+21.9% | Added |
| Twin Lakes Capital Management, LLC | 3,905 | $380.0K | 0.24% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 3,861 | $375.7K | 0.05% | +375+10.8% | Added |
| Convergence Financial, LLC | 3,852 | $374.8K | 0.07% | +58+1.5% | Added |
| Knightsbridge Asset Management, LLC | 3,851 | $374.7K | 0.09% | +457+13.5% | Added |
| Natural Investments, LLC | 3,851 | $374.0K | 0.10% | +3,851 | New |
| Flagship Harbor Advisors, LLC | 3,842 | $373.9K | 0.02% | +262+7.3% | Added |
| Veracity Capital LLC | 3,828 | $372.5K | 0.14% | −132−3.3% | Reduced |
| Lindbrook Capital, LLC | 3,816 | $371.3K | 0.03% | −113−2.9% | Reduced |
| Cohen Investment Advisors LLC | 3,814 | $371.1K | 0.22% | +116+3.1% | Added |
| Greenwood Gearhart Inc | 3,810 | $370.8K | 0.03% | +258+7.3% | Added |
| Beck Mack & Oliver LLC | 3,800 | $369.8K | 0.01% | 00.0% | Unchanged |
| Abel Hall, LLC | 3,792 | $369.0K | 0.24% | +82+2.2% | Added |
| Hollow Brook Wealth Management LLC | 3,788 | $368.6K | 0.11% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 3,784 | $368.2K | 0.14% | −77−2.0% | Reduced |