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, 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 | 1,625 | $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, 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 |
|---|---|---|---|---|---|
| Savant Capital, LLC | 11,405 | $1.27M | 0.01% | +23+0.2% | Added |
| Semmax Financial Advisors Inc. | 11,761 | $1.28M | 0.35% | +22+0.2% | Added |
| China Universal Asset Management Co., Ltd. | 11,220 | $1.28M | 0.12% | 00.0% | Unchanged |
| Synovus Financial Corp | 11,575 | $1.29M | 0.02% | −878−7.1% | Reduced |
| Sandy Spring Bank | 11,593 | $1.29M | 0.05% | −681−5.5% | Reduced |
| NBC Securities, Inc. | 11,618 | $1.29M | 0.11% | +11,608+116,080.0% | Added |
| Smartleaf Asset Management LLC | 11,538 | $1.30M | 0.13% | +1,421+14.0% | Added |
| V-Square Quantitative Management LLC | 11,657 | $1.30M | 0.19% | +484+4.3% | Added |
| Silvercrest Asset Management Group LLC | 11,671 | $1.30M | 0.01% | +1,527+15.1% | Added |
| Stock Yards Bank & Trust Co | 11,706 | $1.30M | 0.05% | −976−7.7% | Reduced |
| Alyeska Investment Group, L.P. | 11,722 | $1.31M | 0.01% | +11,722 | New |
| Trust Co of Oklahoma | 11,749 | $1.31M | 0.45% | −149−1.3% | Reduced |
| Qtron Investments LLC | 11,759 | $1.31M | 0.20% | +1,114+10.5% | Added |
| Snowden Capital Advisors LLC | 11,446 | $1.32M | 0.04% | −1,653−12.6% | Reduced |
| Venturi Wealth Management, LLC | 11,876 | $1.32M | 0.07% | +245+2.1% | Added |
| Castlekeep Investment Advisors LLC | 11,971 | $1.33M | 0.69% | +382+3.3% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 12,000 | $1.34M | 0.12% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 12,030 | $1.34M | 0.93% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 12,088 | $1.35M | 0.53% | +793+7.0% | Added |
| Ativo Capital Management LLC | 12,100 | $1.35M | 1.15% | −92−0.8% | Reduced |
| Brookstone Capital Management | 12,127 | $1.35M | 0.02% | +222+1.9% | Added |
| Kentucky Trust Co | 12,237 | $1.36M | 0.81% | 00.0% | Unchanged |
| Glass Wealth Management Co LLC | 12,310 | $1.37M | 0.82% | −150−1.2% | Reduced |
| Baker Ellis Asset Management LLC | 12,361 | $1.38M | 0.20% | +1,034+9.1% | Added |
| TD Private Client Wealth LLC | 12,435 | $1.39M | 0.04% | −145−1.2% | Reduced |
| Arjuna Capital | 12,447 | $1.39M | 0.38% | −659−5.0% | Reduced |
| WSFS Capital Management, LLC | 12,486 | $1.39M | 0.08% | −398−3.1% | Reduced |
| Strategic Global Advisors, LLC | 12,515 | $1.40M | 0.28% | −296−2.3% | Reduced |
| Horizon Kinetics Asset Management LLC | 12,547 | $1.40M | 0.02% | 00.0% | Unchanged |
| Arnhold LLC | 12,636 | $1.41M | 0.14% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 12,704 | $1.42M | 0.21% | −97−0.8% | Reduced |
| Quantbot Technologies LP | 12,756 | $1.42M | 0.05% | −62,115−83.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 12,786 | $1.43M | 0.19% | +655+5.4% | Added |
| Boit C F David | 12,800 | $1.43M | 0.72% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 12,831 | $1.43M | 0.03% | −1,586−11.0% | Reduced |
| Physicians Financial Services, Inc. | 12,834 | $1.43M | 0.47% | −234−1.8% | Reduced |
| Kennedy Capital Management, Inc. | 12,845 | $1.43M | 0.03% | −2,995−18.9% | Reduced |
| IFG Advisory, LLC | 12,869 | $1.43M | 0.08% | +10,430+427.6% | Added |
| Boston Family Office LLC | 12,935 | $1.44M | 0.10% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 13,071 | $1.46M | 0.12% | −1,355−9.4% | Reduced |
| Summit Global Investments | 13,121 | $1.46M | 0.11% | −23,033−63.7% | Reduced |
| Sepio Capital, LP | 13,179 | $1.47M | 0.12% | −489−3.6% | Reduced |
| Solutions 4 Wealth, Ltd | 13,215 | $1.47M | 2.60% | −602−4.4% | Reduced |
| Delphi Management Inc | 13,299 | $1.48M | 1.51% | −1,010−7.1% | Reduced |
| AIMZ Investment Advisors, LLC | 13,352 | $1.49M | 0.52% | +64+0.5% | Added |
| Legacy Financial Advisors, Inc. | 13,509 | $1.51M | 0.25% | −212−1.5% | Reduced |
| Warren Averett Asset Management, LLC | 13,605 | $1.52M | 0.02% | +3,362+32.8% | Added |
| FineMark National Bank & Trust | 13,664 | $1.52M | 0.06% | −211−1.5% | Reduced |
| Guggenheim Capital LLC | 13,715 | $1.53M | 0.01% | +1,147+9.1% | Added |
| Beutel, Goodman & Co Ltd. | 13,720 | $1.53M | 0.01% | +11,045+412.9% | Added |
| Abundance Wealth Counselors | 13,728 | $1.53M | 0.32% | +887+6.9% | Added |
| Park National Corp | 13,845 | $1.54M | 0.06% | −943−6.4% | Reduced |
| Parsons Capital Management Inc | 13,860 | $1.55M | 0.08% | +122+0.9% | Added |
| Ieq Capital, LLC | 13,899 | $1.55M | 0.01% | +2,026+17.1% | Added |
| Stonebridge Capital Management Inc | 13,975 | $1.56M | 0.67% | −650−4.4% | Reduced |
| Ascent Group, LLC | 14,024 | $1.56M | 0.07% | +7,176+104.8% | Added |
| Roberts Glore & Co Inc | 14,139 | $1.58M | 0.48% | 00.0% | Unchanged |
| Leo Wealth, LLC | 14,170 | $1.58M | 0.23% | +2,297+19.3% | Added |
| Compass Wealth Management LLC | 14,200 | $1.58M | 0.40% | −800−5.3% | Reduced |
| Marco Investment Management LLC | 14,420 | $1.61M | 0.15% | −175−1.2% | Reduced |
| Voya Financial Advisors, Inc. | 14,293 | $1.61M | 0.18% | −95−0.7% | Reduced |
| Pine Valley Investments Ltd Liability Co | 14,437 | $1.61M | 0.10% | −600−4.0% | Reduced |
| Northstar Asset Management LLC | 14,475 | $1.61M | 0.39% | −400−2.7% | Reduced |
| Aaron Wealth Advisors | 14,574 | $1.62M | 0.19% | +457+3.2% | Added |
| Great Valley Advisor Group, Inc. | 14,593 | $1.63M | 0.04% | −28,462−66.1% | Reduced |
| Highland Capital Management, LLC | 14,862 | $1.66M | 0.10% | −1,250−7.8% | Reduced |
| First Horizon Advisors, Inc. | 14,939 | $1.67M | 0.05% | +494+3.4% | Added |
| Campbell & CO Investment Adviser LLC | 14,940 | $1.67M | 0.13% | −84,674−85.0% | Reduced |
| Squarepoint Ops LLC | 14,951 | $1.67M | 0.00% | +11,205+299.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 14,975 | $1.67M | 0.05% | +314+2.1% | Added |
| Mosaic Financial Group, LLC | 14,986 | $1.67M | 1.36% | −93−0.6% | Reduced |
| Lowe Brockenbrough & Co Inc | 14,522 | $1.68M | 0.11% | −221−1.5% | Reduced |
| DGS Capital Management, LLC | 15,072 | $1.68M | 0.44% | +2,471+19.6% | Added |
| IAM Advisory, LLC | 15,196 | $1.69M | 0.44% | +36+0.2% | Added |
| Hantz Financial Services, Inc. | 15,302 | $1.71M | 0.03% | −562−3.5% | Reduced |
| Farther Finance Advisors, LLC | 15,628 | $1.71M | 0.04% | +3,389+27.7% | Added |
| BTC Capital Management, Inc. | 15,383 | $1.71M | 0.16% | +473+3.2% | Added |
| Arvest Investments, Inc. | 15,555 | $1.73M | 0.27% | −821−5.0% | Reduced |
| Empire Financial Management Company, LLC | 15,695 | $1.75M | 0.54% | +422+2.8% | Added |
| Empowered Funds, LLC | 15,825 | $1.76M | 0.03% | +15,825 | New |
| Dorsey & Whitney Trust CO LLC | 16,048 | $1.79M | 0.10% | −90−0.6% | Reduced |
| Somerville Kurt F | 16,093 | $1.79M | 0.31% | −1,035−6.0% | Reduced |
| Ascent Wealth Partners, LLC | 16,141 | $1.80M | 0.24% | −62−0.4% | Reduced |
| CIBC Asset Management Inc | 16,386 | $1.80M | 0.01% | −2,723−14.2% | Reduced |
| Aptus Capital Advisors, LLC | 16,398 | $1.83M | 0.02% | +372+2.3% | Added |
| Dynamic Advisor Solutions LLC | 16,516 | $1.84M | 0.06% | −20−0.1% | Reduced |
| Rothschild Investment LLC | 16,533 | $1.84M | 0.12% | −149−0.9% | Reduced |
| Palisade Asset Management, LLC | 16,624 | $1.85M | 0.19% | 00.0% | Unchanged |
| Lido Advisors, LLC | 16,120 | $1.86M | 0.01% | −58−0.4% | Reduced |
| Callan Capital, LLC | 16,685 | $1.86M | 0.14% | +5,366+47.4% | Added |
| Advisors Management Group Inc | 16,728 | $1.86M | 0.41% | −294−1.7% | Reduced |
| Altman Advisors, Inc. | 16,453 | $1.87M | 0.86% | +509+3.2% | Added |
| Perigon Wealth Management, LLC | 16,896 | $1.88M | 0.05% | −350−2.0% | Reduced |
| Patten Group, Inc. | 16,970 | $1.89M | 0.43% | +629+3.8% | Added |
| Russell Investments Group, Ltd. | 17,047 | $1.90M | 0.00% | +6,977+69.3% | Added |
| Nichols & Pratt Advisers LLP | 17,422 | $1.94M | 0.13% | −300−1.7% | Reduced |
| Benedict Financial Advisors Inc | 17,427 | $1.94M | 0.45% | +601+3.6% | Added |
| TD Asset Management Inc | 17,429 | $1.94M | 0.00% | +1,374+8.6% | Added |
| Triasima Portfolio Management inc. | 17,465 | $1.95M | 0.38% | −3,033−14.8% | Reduced |
| Atlantic Union Bankshares Corp | 17,588 | $1.96M | 0.12% | +85+0.5% | Added |