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Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2025: 1,361 institutions
Q1 2021: 1,138 institutionsQ2 2021: 1,123 institutionsQ3 2021: 1,083 institutionsQ4 2021: 1,147 institutionsQ1 2022: 1,137 institutionsQ2 2022: 1,142 institutionsQ3 2022: 1,088 institutionsQ4 2022: 1,183 institutionsQ1 2023: 1,182 institutionsQ2 2023: 1,203 institutionsQ3 2023: 1,225 institutionsQ4 2023: 1,274 institutionsQ1 2024: 1,254 institutionsQ2 2024: 1,309 institutionsQ3 2024: 1,314 institutionsQ4 2024: 1,345 institutionsQ1 2025: 1,361 institutionsQ2 2025: 1,387 institutionsQ3 2025: 1,405 institutionsQ4 2025: 1,515 institutionsQ1 2026: 1,605 institutionsQ2 2026: 1,626 institutions
Value heldQ1 2025: $15.4B
Q1 2021: $18.7BQ2 2021: $19.8BQ3 2021: $18.0BQ4 2021: $18.5BQ1 2022: $18.3BQ2 2022: $16.9BQ3 2022: $13.7BQ4 2022: $15.5BQ1 2023: $15.2BQ2 2023: $14.9BQ3 2023: $15.1BQ4 2023: $14.2BQ1 2024: $13.6BQ2 2024: $14.7BQ3 2024: $15.2BQ4 2024: $12.7BQ1 2025: $15.4BQ2 2025: $16.2BQ3 2025: $17.2BQ4 2025: $18.4BQ1 2026: $22.0BQ2 2026: $21.3B
Institutions holding NVS and their total value by quarter
QuarterHoldersValue
Q2 20261,626$21.3B
Q1 20261,605$22.0B
Q4 20251,515$18.4B
Q3 20251,405$17.2B
Q2 20251,387$16.2B
Q1 20251,361$15.4B
Q4 20241,345$12.7B
Q3 20241,314$15.2B
Q2 20241,309$14.7B
Q1 20241,254$13.6B
Q4 20231,274$14.2B
Q3 20231,225$15.1B
Q2 20231,203$14.9B
Q1 20231,182$15.2B
Q4 20221,183$15.5B
Q3 20221,088$13.7B
Q2 20221,142$16.9B
Q1 20221,137$18.3B
Q4 20211,147$18.5B
Q3 20211,083$18.0B
Q2 20211,123$19.8B
Q1 20211,138$18.7B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Novartis AG; share changes are against Q4 2024.

Institutions holding NVS in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Halbert Hargrove Global Advisors, LLC3$3350.00%+3New
Financial Freedom, LLC3$3550.00%00.0%Unchanged
Bridge Generations Wealth Management LLC5$5580.00%+5New
Kestra Investment Management, LLC8$8920.00%−477−98.4%Reduced
Nova Wealth Management, Inc.8$8920.00%+8New
Gold Investment Management Ltd.10$1.11K0.00%00.0%Unchanged
Winch Advisory Services, LLC11$1.23K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC12$1.34K0.00%00.0%Unchanged
Mattson Financial Services, LLC12$1.34K0.00%+12New
Granite FO LLC14$1.56K0.00%00.0%Unchanged
Global Wealth Strategies & Associates14$1.56K0.00%+14New
Abound Wealth Management16$1.78K0.00%−7−30.4%Reduced
Rakuten Securities, Inc.16$1.78K0.00%+1+6.7%Added
Perritt Capital Management Inc17$1.90K0.00%+17New
Marquette Asset Management, LLC17$1.90K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA22$2.00K0.00%00.0%Unchanged
Hartford Financial Management Inc.19$2.12K0.00%00.0%Unchanged
TD Capital Management LLC20$2.23K0.00%00.0%Unchanged
Stone House Investment Management, LLC21$2.30K0.00%+21New
Newbridge Financial Services Group, Inc.26$2.90K0.00%00.0%Unchanged
Bare Financial Services, Inc26$2.90K0.00%+26New
Iron Horse Wealth Management, LLC29$3.23K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC30$3.34K0.00%00.0%Unchanged
Thompson Investment Management, Inc.31$3.46K0.00%00.0%Unchanged
Horizon Investments, LLC32$3.57K0.00%−5−13.5%Reduced
Quent Capital, LLC36$4.01K0.00%−90−71.4%Reduced
Hallmark Capital Management Inc36$4.01K0.00%00.0%Unchanged
Princeton Global Asset Management LLC38$4.24K0.00%00.0%Unchanged
Hughes Financial Services, LLC39$4.28K0.00%+39New
Maryland Capital Advisors Inc.39$4.35K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC41$4.57K0.00%−107−72.3%Reduced
Studio Investment Management LLC40$4.61K0.00%00.0%Unchanged
Accent Capital Management, LLC40$4.62K0.00%+40New
BankPlus Trust Department43$4.79K0.00%+43New
Bank of Jackson Hole Trust44$4.80K0.00%00.0%Unchanged
Signature Resources Capital Management, LLC45$5.02K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC46$5.13K0.01%+7+17.9%Added
Redmont Wealth Advisors LLC48$5.35K0.01%+48New
South Plains Financial, Inc.52$5.80K0.00%+52New
Friedenthal Financial52$5.80K0.00%00.0%Unchanged
Fortitude Family Office, LLC53$5.91K0.00%−139−72.4%Reduced
Jackson, Grant Investment Advisers, Inc.56$6.24K0.00%00.0%Unchanged
Wood Tarver Financial Group, LLC58$6.47K0.00%−1−1.7%Reduced
Creative Capital Management Investments LLC59$6.58K0.00%00.0%Unchanged
Sound Income Strategies, LLC62$6.92K0.00%−2,134−97.2%Reduced
Robinswood Financial LLC66$7.36K0.00%00.0%Unchanged
Mascoma Wealth Management LLC67$7.47K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC69$7.69K0.00%+60+666.7%Added
Hemington Wealth Management79$8.00K0.00%00.0%Unchanged
Slocum, Gordon & Co LLP73$8.14K0.01%00.0%Unchanged
Wolff Wiese Magana LLC73$8.14K0.01%00.0%Unchanged
Prudent Man Investment Management, Inc.84$8.18K0.00%00.0%Unchanged
Indiana Trust & Investment Management CO75$8.36K0.00%00.0%Unchanged
Strategic Investment Solutions, Inc.80$8.92K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)85$9.41K0.00%−11,112−99.2%Reduced
Armstrong Advisory Group, Inc100$9.73K0.00%00.0%Unchanged
FSA Wealth Management LLC90$10.0K0.00%00.0%Unchanged
Centricity Wealth Management, LLC98$10.9K0.01%−104−51.5%Reduced
First Community Trust NA98$10.9K0.01%00.0%Unchanged
Atala Financial Inc98$10.9K0.01%00.0%Unchanged
Main Street Group, LTD98$10.9K0.00%00.0%Unchanged
Horrell Capital Management, Inc.100$11.1K0.00%00.0%Unchanged
First Command Advisory Services, Inc.100$11.1K0.00%00.0%Unchanged
SJS Investment Consulting Inc.100$11.1K0.00%00.0%Unchanged
West Paces Advisors Inc.100$11.1K0.00%00.0%Unchanged
Westend Capital Management, LLC100$11.1K0.00%+100New
Asset Planning,Inc107$11.9K0.01%00.0%Unchanged
Hager Investment Management Services, LLC115$12.8K0.01%00.0%Unchanged
Cornerstone Planning Group LLC119$13.1K0.00%+40+50.6%Added
Lavaca Capital LLC119$13.3K0.01%00.0%Unchanged
Clean Yield Group120$13.4K0.00%−254−67.9%Reduced
PSI Advisors, LLC121$13.5K0.00%00.0%Unchanged
Pacific Center for Financial Services123$13.7K0.00%00.0%Unchanged
True Wealth Design, LLC127$14.2K0.01%−2−1.6%Reduced
Flagship Wealth Advisors, LLC127$14.2K0.01%00.0%Unchanged
MV Capital Management, Inc.128$14.3K0.00%00.0%Unchanged
NewSquare Capital LLC131$14.6K0.00%+78+147.2%Added
Glass Jacobson Investment Advisors llc152$14.8K0.00%00.0%Unchanged
City Holding Co135$15.0K0.00%00.0%Unchanged
West Branch Capital LLC140$15.6K0.01%00.0%Unchanged
Strengthening Families & Communities, LLC148$15.8K0.01%+148New
Ninety One UK Ltd147$16.4K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC150$16.7K0.01%+150New
Park Place Capital Corp152$16.9K0.00%00.0%Unchanged
Ssa Swiss Advisors AG158$17.6K0.01%+158New
Highline Wealth Partners LLC159$17.7K0.01%+93+140.9%Added
Copia Wealth Management160$17.8K0.02%−40−20.0%Reduced
Stonebridge Financial Group, LLC160$17.8K0.00%+14+9.6%Added
MCF Advisors LLC159$17.9K0.00%+44+38.3%Added
Coston, McIsaac & Partners170$18.0K0.01%+20+13.3%Added
Proathlete Wealth Management LLC162$18.1K0.01%+162New
Transce3nd, LLC165$18.4K0.01%00.0%Unchanged
MJT & Associates Financial Advisory Group, Inc.165$18.4K0.02%+165New
Archer Investment Corp171$19.1K0.00%00.0%Unchanged
MPWM Advisory Solutions, LLC171$19.1K0.01%00.0%Unchanged
Darwin Advisors, LLC197$19.2K0.01%00.0%Unchanged
Richards, Merrill & Peterson, Inc.172$19.2K0.01%00.0%Unchanged
Bell Investment Advisors, Inc173$19.3K0.00%−19−9.9%Reduced
Consultiva Wealth Management, Corp.180$20.1K0.07%00.0%Unchanged
S&T Bank180$20.1K0.01%+180New