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; 1,626 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, Q1 2025
Institutional positions in Novartis AG as of Mar 31, 2025. 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
- 1,361
- +40 vs. Q4 2024
- Shares held
- 139.1M
- +8.92M (+6.8%) vs. Q4 2024
- Total value
- $15.4B
- +$2.69B (+21.2%) vs. Q4 2024
- New holders
- 121
- 430 more added
- Sold out
- 81
- 508 more reduced
24 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 1,626 | $21.3B |
| Q1 2026 | 1,605 | $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, Q1 2025
Shares, value and share of portfolio for each institution holding Novartis AG; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dodge & Cox | 11,818,102 | $1.32B | 0.75% | −396,563−3.2% | Reduced |
| Primecap Management Co | 10,382,879 | $1.16B | 0.96% | −642,160−5.8% | Reduced |
| Dimensional Fund Advisors LP | 8,606,724 | $959.5M | 0.24% | +422,869+5.2% | Added |
| Morgan Stanley | 7,055,911 | $786.6M | 0.06% | +186,756+2.7% | Added |
| Fisher Asset Management, LLC | 6,763,132 | $754.0M | 0.33% | +4,760,173+237.7% | Added |
| Loomis Sayles & Co L P | 5,503,093 | $613.5M | 0.89% | −73,868−1.3% | Reduced |
| Franklin Resources Inc | 4,953,323 | $552.2M | 0.16% | +597,725+13.7% | Added |
| Bank of America Corp | 4,714,342 | $525.6M | 0.05% | +165,539+3.6% | Added |
| Goldman Sachs Group Inc | 3,660,485 | $408.1M | 0.08% | +1,377,252+60.3% | Added |
| Wellington Management Group LLP | 2,991,326 | $333.5M | 0.06% | −656,535−18.0% | Reduced |
| Principal Financial Group Inc | 2,393,019 | $266.8M | 0.15% | −33,907−1.4% | Reduced |
| Renaissance Technologies LLC | 2,287,251 | $255.0M | 0.39% | −381,598−14.3% | Reduced |
| Janus Henderson Group PLC | 2,235,901 | $251.7M | 0.14% | −122,622−5.2% | Reduced |
| Northern Trust Corp | 2,180,281 | $243.1M | 0.04% | +47,690+2.2% | Added |
| BlackRock, Inc. | 2,167,890 | $241.7M | 0.01% | +203,934+10.4% | Added |
| Cullen Capital Management LLC | 2,108,684 | $235.1M | 2.72% | −47,935−2.2% | Reduced |
| Wells Fargo & Company | 1,895,961 | $211.4M | 0.05% | −1,610−0.1% | Reduced |
| CIBC World Markets Inc. | 1,862,998 | $207.7M | 0.47% | +1,813,497+3,663.6% | Added |
| UBS Group AG | 1,703,702 | $189.9M | 0.04% | +6,191+0.4% | Added |
| State Street Corp | 1,585,485 | $182.9M | 0.01% | −54,853−3.3% | Reduced |
| Envestnet Asset Management Inc | 1,608,589 | $179.3M | 0.06% | −330,142−17.0% | Reduced |
| FMR LLC | 1,467,016 | $163.5M | 0.01% | +149,558+11.4% | Added |
| Marshall Wace, LLP | 1,432,775 | $159.7M | 0.21% | +1,344,109+1,515.9% | Added |
| Scharf Investments, LLC | 1,258,639 | $140.3M | 4.24% | +55,316+4.6% | Added |
| Chevy Chase Trust Holdings, Inc. | 1,101,372 | $122.8M | 0.39% | −59,767−5.1% | Reduced |
| Point72 Asset Management, L.P. | 1,082,375 | $120.7M | 0.34% | +1,082,375 | New |
| Citadel Advisors LLC | 1,067,586 | $119.0M | 0.12% | +479,398+81.5% | Added |
| Arrowstreet Capital, Limited Partnership | 916,894 | $102.2M | 0.08% | +905,842+8,196.2% | Added |
| Raymond James Financial Inc | 896,364 | $99.9M | 0.04% | −11,448−1.3% | Reduced |
| Natixis Advisors, L.P. | 871,970 | $97.2M | 0.18% | −495−0.1% | Reduced |
| Earnest Partners LLC | 824,371 | $91.9M | 0.44% | +28,460+3.6% | Added |
| Truist Financial Corp | 769,741 | $85.8M | 0.14% | −1,914−0.2% | Reduced |
| Bristol John W & Co Inc | 593,726 | $66.2M | 1.13% | −15,956−2.6% | Reduced |
| Clark Capital Management Group, Inc. | 592,245 | $66.0M | 0.47% | +35,943+6.5% | Added |
| Balyasny Asset Management LLC | 573,403 | $63.9M | 0.16% | +555,531+3,108.4% | Added |
| SEI Investments Co | 570,035 | $63.5M | 0.08% | +38,150+7.2% | Added |
| JPMorgan Chase & Co | 543,338 | $60.6M | 0.00% | +120,196+28.4% | Added |
| Royal Bank of Canada | 543,232 | $60.6M | 0.01% | −47,490−8.0% | Reduced |
| Bank of New York Mellon Corp | 542,297 | $60.5M | 0.01% | −168,948−23.8% | Reduced |
| Harvest Portfolios Group Inc. | 503,638 | $56.1M | 1.66% | −26,702−5.0% | Reduced |
| LPL Financial LLC | 465,995 | $51.9M | 0.02% | +15,776+3.5% | Added |
| CI Private Wealth, LLC | 463,080 | $51.6M | 0.08% | −78,448−14.5% | Reduced |
| First Trust Advisors LP | 454,463 | $50.7M | 0.04% | −108,024−19.2% | Reduced |
| NewEdge Wealth, LLC | 431,838 | $48.1M | 0.87% | +7,190+1.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 427,918 | $47.9M | 0.20% | −100,764−19.1% | Reduced |
| CIBC Private Wealth Group, LLC | 467,485 | $47.7M | 0.10% | +15,923+3.5% | Added |
| Millennium Management LLC | 423,683 | $47.2M | 0.05% | +137,096+47.8% | Added |
| Pacer Advisors, Inc. | 418,331 | $46.6M | 0.11% | +18,321+4.6% | Added |
| D.A. Davidson & Co. | 399,331 | $44.5M | 0.36% | −65,251−14.0% | Reduced |
| Todd Asset Management LLC | 396,510 | $44.2M | 1.04% | +5,329+1.4% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 392,151 | $43.7M | 0.14% | −185,750−32.1% | Reduced |
| TCTC Holdings, LLC | 391,767 | $43.7M | 1.54% | −2,923−0.7% | Reduced |
| Ameriprise Financial Inc | 387,094 | $43.3M | 0.01% | +36,131+10.3% | Added |
| Creative Planning | 386,991 | $43.1M | 0.04% | +33,232+9.4% | Added |
| American Century Companies Inc | 356,447 | $39.7M | 0.02% | −96,946−21.4% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 338,257 | $37.9M | 1.88% | +11,726+3.6% | Added |
| Cerity Partners LLC | 337,373 | $37.7M | 0.08% | +26,884+8.7% | Added |
| Van Eck Associates Corp | 323,379 | $36.0M | 0.05% | −4,235−1.3% | Reduced |
| Saturna Capital CORP | 320,166 | $35.7M | 0.53% | −1000.0% | Reduced |
| Susquehanna International Group, LLP | 287,686 | $32.1M | 0.05% | −43,136−13.0% | Reduced |
| Assetmark, Inc | 268,940 | $30.0M | 0.08% | +3,258+1.2% | Added |
| Financial Counselors Inc | 266,088 | $29.7M | 0.45% | +7,864+3.0% | Added |
| O'Shaughnessy Asset Management, LLC | 255,597 | $28.5M | 0.23% | +40,152+18.6% | Added |
| Integral Health Asset Management, LLC | 250,000 | $27.9M | 3.09% | +250,000 | New |
| Teachers Retirement System of the State of Kentucky | 246,250 | $27.5M | 0.25% | 00.0% | Unchanged |
| US Bancorp | 245,730 | $27.4M | 0.04% | −2,810−1.1% | Reduced |
| HighTower Advisors, LLC | 237,841 | $26.5M | 0.04% | +2,488+1.1% | Added |
| Citigroup Inc | 237,359 | $26.5M | 0.02% | +21,023+9.7% | Added |
| Martin Investment Management, LLC | 232,753 | $25.9M | 6.55% | +5,670+2.5% | Added |
| Stifel Financial Corp | 231,857 | $25.8M | 0.03% | +10,461+4.7% | Added |
| Hudson Bay Capital Management LP | 231,567 | $25.8M | 0.16% | +221,567+2,215.7% | Added |
| Brandes Investment Partners, LP | 225,007 | $25.1M | 0.26% | +15,237+7.3% | Added |
| Janney Montgomery Scott LLC | 224,038 | $25.0M | 0.07% | −25,584−10.2% | Reduced |
| Cookson Peirce & Co Inc | 222,127 | $24.8M | 1.25% | +222,127 | New |
| The PNC Financial Services Group, Inc. | 220,179 | $24.5M | 0.01% | +7,791+3.7% | Added |
| First Financial Bankshares Inc | 217,419 | $24.2M | 0.52% | +2,834+1.3% | Added |
| Mariner, LLC | 215,996 | $24.1M | 0.04% | −19,222−8.2% | Reduced |
| Commonwealth Equity Services, LLC | 214,596 | $23.9M | 0.03% | −38,871−15.3% | Reduced |
| Oppenheimer Asset Management Inc. | 212,316 | $23.7M | 0.29% | −16,678−7.3% | Reduced |
| Godsey & Gibb Associates | 195,457 | $21.8M | 2.14% | +3,170+1.6% | Added |
| Managed Asset Portfolios, LLC | 194,750 | $21.7M | 3.01% | +1,733+0.9% | Added |
| Brown Advisory Inc | 194,167 | $21.6M | 0.03% | −5,250−2.6% | Reduced |
| Invesco Ltd. | 192,549 | $21.5M | 0.00% | −47,193−19.7% | Reduced |
| Mondrian Investment Partners LTD | 189,861 | $21.2M | 0.36% | −468,142−71.1% | Reduced |
| Promethos Capital, LLC | 187,645 | $20.9M | 7.69% | +31,557+20.2% | Added |
| Foresight Global Investors, Inc. | 187,825 | $20.9M | 14.72% | −44,541−19.2% | Reduced |
| QRG Capital Management, Inc. | 185,868 | $20.7M | 0.22% | −1,914−1.0% | Reduced |
| Charles Schwab Investment Management Inc | 185,603 | $20.7M | 0.00% | +20,161+12.2% | Added |
| MML Investors Services, LLC | 169,849 | $18.9M | 0.06% | +21,317+14.4% | Added |
| Douglas Lane & Associates, LLC | 169,475 | $18.9M | 0.28% | +11,501+7.3% | Added |
| Grandfield & Dodd, LLC | 163,225 | $18.2M | 1.13% | −450−0.3% | Reduced |
| Quantinno Capital Management LP | 159,647 | $17.8M | 0.12% | +19,291+13.7% | Added |
| M&T Bank Corp | 159,225 | $17.8M | 0.06% | +119+0.1% | Added |
| Jones Financial Companies LLLP | 155,445 | $17.5M | 0.02% | +18,626+13.6% | Added |
| Oak Associates, Ltd | 152,399 | $17.0M | 1.27% | +365+0.2% | Added |
| Boston Common Asset Management, LLC | 150,460 | $16.8M | 0.51% | −6,314−4.0% | Reduced |
| Wilkins Investment Counsel Inc | 149,315 | $16.6M | 2.38% | −17,467−10.5% | Reduced |
| Coleford Investment Management Ltd. | 139,500 | $16.1M | 4.52% | −2,562−1.8% | Reduced |
| Mercer Global Advisors Inc | 142,007 | $15.8M | 0.04% | −3,752−2.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 140,753 | $15.7M | 0.03% | −5,083−3.5% | Reduced |