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 |
|---|---|---|---|---|---|
| Riverview Trust Co | 3,763 | $366.2K | 0.33% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 3,763 | $366.0K | 0.01% | +343+10.0% | Added |
| Equitable Holdings, Inc. | 3,758 | $365.7K | 0.00% | +239+6.8% | Added |
| Freestone Capital Holdings, LLC | 3,750 | $364.9K | 0.01% | −210−5.3% | Reduced |
| Round Rock Advisors, LLC | 3,750 | $364.9K | 0.07% | +250+7.1% | Added |
| Squarepoint Ops LLC | 3,746 | $364.5K | 0.00% | +3,746 | New |
| Chapman Financial Group, LLC | 3,733 | $363.3K | 0.29% | +3,733 | New |
| Glenview Trust Co | 3,715 | $361.5K | 0.01% | +8+0.2% | Added |
| Parkside Financial Bank & Trust | 3,715 | $361.5K | 0.05% | +22+0.6% | Added |
| Pinnacle Bancorp, Inc. | 3,712 | $361.2K | 0.12% | −25−0.7% | Reduced |
| Institute for Wealth Management, LLC. | 3,699 | $360.0K | 0.05% | −33−0.9% | Reduced |
| Newman Dignan & Sheerar, Inc. | 3,699 | $359.9K | 0.09% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 3,687 | $358.8K | 0.05% | −175−4.5% | Reduced |
| Wesbanco Bank Inc | 3,664 | $356.5K | 0.01% | −405−10.0% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,661 | $356.3K | 0.03% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 3,654 | $355.6K | 0.08% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 3,641 | $354.3K | 0.18% | −200−5.2% | Reduced |
| Financial Engines Advisors L.L.C. | 3,640 | $354.2K | 0.00% | +3,640 | New |
| Cetera Trust Company, N.A | 3,627 | $352.9K | 0.23% | −60−1.6% | Reduced |
| Berkshire Bank | 3,626 | $352.8K | 0.08% | −596−14.1% | Reduced |
| Simplicity Wealth,LLC | 3,621 | $352.4K | 0.07% | +1,244+52.3% | Added |
| Belvedere Trading LLC | 3,615 | $351.8K | 0.03% | −202−5.3% | Reduced |
| Arete Wealth Advisors, LLC | 3,607 | $351.0K | 0.03% | +87+2.5% | Added |
| Fifth Third Wealth Advisors LLC | 3,602 | $350.5K | 0.02% | +658+22.4% | Added |
| Crew Capital Management, Ltd. | 3,599 | $350.2K | 0.29% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 3,598 | $350.1K | 0.20% | +56+1.6% | Added |
| Argonautica Private Wealth Management, Inc | 3,596 | $349.9K | 0.11% | +277+8.3% | Added |
| Cape Cod Five Cents Savings Bank | 3,039 | $349.5K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Co | 3,589 | $349.2K | 0.05% | +615+20.7% | Added |
| Seven Mile Advisory | 3,587 | $349.1K | 0.22% | −436−10.8% | Reduced |
| Hickory Asset Management, Inc. | 3,582 | $348.6K | 0.30% | +3,582 | New |
| Walter & Keenan Financial Consulting Co | 3,550 | $345.5K | 0.10% | −600−14.5% | Reduced |
| RNC Capital Management LLC | 3,545 | $345.0K | 0.02% | −137−3.7% | Reduced |
| Optas, LLC | 3,542 | $344.7K | 0.07% | −265−7.0% | Reduced |
| Robertson Stephens Wealth Management, LLC | 3,526 | $343.1K | 0.01% | +210+6.3% | Added |
| YHB Investment Advisors, Inc. | 3,523 | $342.8K | 0.03% | −600−14.6% | Reduced |
| Cherokee Insurance Co | 3,500 | $340.6K | 0.15% | +3,500 | New |
| Main Street Financial Solutions, LLC | 3,499 | $340.5K | 0.03% | −921−20.8% | Reduced |
| Sachetta, LLC | 3,498 | $340.4K | 0.13% | −5−0.1% | Reduced |
| LaFleur & Godfrey LLC | 3,497 | $340.3K | 0.05% | 00.0% | Unchanged |
| MMBG Investment Advisors Co. | 3,492 | $339.8K | 0.04% | −1,510−30.2% | Reduced |
| Michels Family Financial, LLC | 3,482 | $338.8K | 0.31% | +3,482 | New |
| Latitude Advisors, LLC | 3,479 | $338.6K | 0.19% | −22−0.6% | Reduced |
| Maia Wealth LLC | 3,264 | $337.5K | 0.07% | +896+37.8% | Added |
| DF Dent & Co Inc | 3,465 | $337.2K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 3,464 | $337.1K | 0.00% | +3,464 | New |
| GQG Partners LLC | 3,456 | $336.3K | 0.00% | −222−6.0% | Reduced |
| King Wealth | 3,450 | $336.0K | 0.05% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,436 | $334.4K | 0.03% | −661−16.1% | Reduced |
| Sagespring Wealth Partners, LLC | 3,434 | $334.2K | 0.01% | +3,434 | New |
| Wealth Alliance | 3,427 | $333.5K | 0.04% | −94−2.7% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 3,425 | $333.3K | 0.16% | −155−4.3% | Reduced |
| Three Seasons Wealth, LLC | 3,400 | $330.9K | 0.16% | 00.0% | Unchanged |
| Smith, Salley & Associates | 3,392 | $330.1K | 0.02% | −44−1.3% | Reduced |
| Round Hill Asset Management | 3,392 | $330.1K | 0.23% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 3,380 | $328.9K | 0.08% | +381+12.7% | Added |
| Moneta Group Investment Advisors LLC | 3,375 | $328.5K | 0.00% | +37+1.1% | Added |
| Acorn Creek Capital LLC | 3,368 | $327.7K | 0.17% | −20−0.6% | Reduced |
| Mitchell Sinkler & Starr | 3,365 | $327.4K | 0.09% | 00.0% | Unchanged |
| Blake Schutter Theil Wealth Advisors, LLC | 3,363 | $327.3K | 0.35% | −14−0.4% | Reduced |
| Graypoint LLC | 3,357 | $326.6K | 0.02% | −384−10.3% | Reduced |
| Icapital Wealth LLC | 3,352 | $326.2K | 0.19% | 00.0% | Unchanged |
| Prairie Sky Financial Group LLC | 3,350 | $326.0K | 0.20% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 3,340 | $325.0K | 0.03% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 3,331 | $324.1K | 0.04% | 00.0% | Unchanged |
| Caldwell Trust Co | 3,330 | $324.0K | 0.03% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 3,324 | $323.4K | 0.14% | +249+8.1% | Added |
| Traveka Wealth, LLC | 3,304 | $321.5K | 0.18% | −221−6.3% | Reduced |
| Northside Capital Management, LLC | 3,296 | $320.7K | 0.09% | +750+29.5% | Added |
| Summit Financial Wealth Advisors, LLC | 3,038 | $320.4K | 0.06% | 00.0% | Unchanged |
| Woodstock Corp | 3,292 | $320.3K | 0.03% | 00.0% | Unchanged |
| Certior Financial Group, LLC | 3,285 | $319.7K | 0.28% | +3,285 | New |
| Bayforest Capital Ltd | 3,275 | $318.7K | 0.40% | +3,275 | New |
| Formidable Asset Management, LLC | 3,265 | $317.7K | 0.05% | 00.0% | Unchanged |
| LCM Capital Management Inc | 3,260 | $317.3K | 0.18% | +5+0.2% | Added |
| Stiles Financial Services Inc | 3,249 | $316.4K | 0.11% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 3,249 | $316.2K | 0.03% | +110+3.5% | Added |
| Altfest L J & Co Inc | 3,248 | $316.1K | 0.04% | −429−11.7% | Reduced |
| Hexagon Capital Partners LLC | 3,240 | $315.3K | 0.06% | −255−7.3% | Reduced |
| Cornerstone Wealth Management, LLC | 3,239 | $315.2K | 0.02% | +580+21.8% | Added |
| Canal Capital Management, LLC | 3,230 | $314.3K | 0.05% | −2,010−38.4% | Reduced |
| Wedbush Securities Inc | 3,223 | $314.0K | 0.01% | −433−11.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 3,178 | $309.2K | 0.01% | +211+7.1% | Added |
| Cypress Capital Group | 3,158 | $307.3K | 0.04% | −300−8.7% | Reduced |
| Edge Capital Group, LLC | 3,156 | $307.1K | 0.01% | +89+2.9% | Added |
| Canopy Partners, LLC | 3,138 | $305.4K | 0.12% | +25+0.8% | Added |
| Charter Trust Co | 3,133 | $304.9K | 0.02% | −536−14.6% | Reduced |
| Capital Investment Advisory Services, LLC | 3,132 | $304.8K | 0.03% | −8−0.3% | Reduced |
| Millstone Evans Group, LLC | 3,132 | $304.8K | 0.21% | +3,132 | New |
| Viawealth, LLC | 3,129 | $304.5K | 0.18% | −74−2.3% | Reduced |
| EverSource Wealth Advisors, LLC | 3,127 | $304.3K | 0.02% | +420+15.5% | Added |
| Dillon & Associates Inc | 3,134 | $304.0K | 0.04% | −100−3.1% | Reduced |
| Peddock Capital Advisors, LLC | 3,124 | $304.0K | 0.07% | 00.0% | Unchanged |
| Mosley Wealth Management | 2,948 | $303.4K | 0.19% | +420+16.6% | Added |
| Range Financial Group LLC | 3,117 | $303.3K | 0.14% | +3,117 | New |
| Key Financial Inc | 3,116 | $303.2K | 0.07% | 00.0% | Unchanged |
| Heck Capital Advisors, LLC | 3,102 | $301.9K | 0.03% | −4−0.1% | Reduced |
| TigerOak Management, L.L.C. | 3,096 | $301.3K | 0.11% | +3,096 | New |
| Puzo Michael J | 3,085 | $300.2K | 0.08% | −4,240−57.9% | Reduced |
| West Coast Financial LLC | 3,084 | $300.1K | 0.03% | 00.0% | Unchanged |