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 |
|---|---|---|---|---|---|
| Quintet Private Bank (Europe) S.A. | 181 | $20.2K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 194 | $21.6K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 200 | $22.0K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 200 | $22.3K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 200 | $22.3K | 0.02% | +200 | New |
| Smallwood Wealth Investment Management, LLC | 200 | $22.3K | 0.01% | +200 | New |
| Carolinas Wealth Consulting LLC | 202 | $22.5K | 0.00% | +4+2.0% | Added |
| WFA Asset Management Corp | 233 | $22.5K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 210 | $23.0K | 0.01% | −34−13.9% | Reduced |
| Mar Vista Investment Partners LLC | 207 | $23.1K | 0.00% | −93−31.0% | Reduced |
| Red Tortoise LLC | 207 | $23.1K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 210 | $23.4K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 214 | $23.9K | 0.00% | +214 | New |
| Cedar Wealth Management, LLC | 217 | $24.2K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 228 | $25.0K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 225 | $25.1K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 228 | $25.4K | 0.02% | −144−38.7% | Reduced |
| Adirondack Trust Co | 228 | $25.4K | 0.01% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 229 | $25.5K | 0.03% | 00.0% | Unchanged |
| Hollencrest Capital Management | 232 | $25.9K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 233 | $26.0K | 0.01% | +183+366.0% | Added |
| Retirement Wealth Solutions LLC | 235 | $26.2K | 0.02% | +6+2.6% | Added |
| Boyd Watterson Asset Management LLC | 237 | $26.4K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 117 | $27.0K | 0.02% | −125−51.7% | Reduced |
| Frazier Financial Advisors, LLC | 244 | $27.2K | 0.02% | +44+22.0% | Added |
| Legacy Wealth Managment, LLC | 245 | $27.3K | 0.02% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 250 | $27.9K | 0.02% | +250 | New |
| Albion Financial Group | 251 | $28.0K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 250 | $28.0K | 0.00% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 255 | $28.1K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 255 | $28.4K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 256 | $28.9K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 259 | $28.9K | 0.01% | +259 | New |
| New Millennium Group LLC | 267 | $29.8K | 0.02% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 268 | $29.9K | 0.02% | −45−14.4% | Reduced |
| Raffa Wealth Management, LLC | 272 | $30.3K | 0.01% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 281 | $31.6K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 292 | $32.6K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 292 | $32.6K | 0.02% | 00.0% | Unchanged |
| Toronto Dominion Bank | 300 | $33.0K | 0.00% | 00.0% | Unchanged |
| Trust Co | 300 | $33.4K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 300 | $33.4K | 0.01% | +300 | New |
| Investment Management Corp | 313 | $34.9K | 0.03% | +198+172.2% | Added |
| Nexus Investment Management ULC | 220 | $35.3K | 0.00% | +220 | New |
| Richardson Financial Services Inc. | 319 | $35.6K | 0.03% | +5+1.6% | Added |
| Asset Dedication, LLC | 323 | $36.0K | 0.00% | +20+6.6% | Added |
| Aventura Private Wealth, LLC | 324 | $36.1K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 335 | $37.3K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 346 | $38.6K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 350 | $39.0K | 0.02% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 360 | $40.5K | 0.02% | −19−5.0% | Reduced |
| Broadwater Capital Management LLC | 370 | $41.2K | 0.03% | 00.0% | Unchanged |
| Solstein Capital, LLC | 372 | $41.5K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 375 | $41.8K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 375 | $41.8K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 369 | $42.0K | 0.03% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 381 | $42.5K | 0.00% | +34+9.8% | Added |
| Bellwether Advisors, LLC | 389 | $43.4K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 392 | $43.7K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 400 | $44.6K | 0.02% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 405 | $45.1K | 0.01% | −27−6.3% | Reduced |
| Garde Capital, Inc. | 405 | $45.1K | 0.00% | +405 | New |
| Manchester Capital Management LLC | 415 | $46.3K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 425 | $49.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 450 | $50.1K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 460 | $51.3K | 0.02% | −204−30.7% | Reduced |
| Crowley Wealth Management, Inc. | 464 | $51.7K | 0.05% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 464 | $51.7K | 0.01% | +115+33.0% | Added |
| Vermillion Wealth Management, Inc. | 465 | $51.8K | 0.02% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 490 | $54.6K | 0.04% | −49−9.1% | Reduced |
| POM Investment Strategies, LLC | 495 | $55.2K | 0.06% | +459+1,275.0% | Added |
| Provenance Wealth Advisors, LLC | 500 | $55.7K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 500 | $55.7K | 0.00% | +500 | New |
| First PREMIER Bank | 500 | $56.0K | 0.01% | −675−57.4% | Reduced |
| Zions Bancorporation, National Association | 509 | $56.7K | 0.00% | +509 | New |
| Centennial Bank | 520 | $58.0K | 0.03% | −25−4.6% | Reduced |
| Pflug Koory, LLC | 525 | $58.5K | 0.03% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 525 | $58.5K | 0.07% | 00.0% | Unchanged |
| Optimum Investment Advisors | 530 | $59.1K | 0.03% | 00.0% | Unchanged |
| Orion Capital Management LLC | 533 | $59.4K | 0.03% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 552 | $61.5K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 554 | $61.8K | 0.02% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 582 | $64.9K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 584 | $65.0K | 0.00% | +317+118.7% | Added |
| Sunbelt Securities, Inc. | 585 | $65.2K | 0.01% | −63−9.7% | Reduced |
| WealthCollab, LLC | 587 | $65.4K | 0.04% | +20+3.5% | Added |
| Sierra Ocean, LLC | 602 | $67.1K | 0.05% | −22−3.5% | Reduced |
| First Financial Corp | 608 | $67.8K | 0.03% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 625 | $72.1K | 0.06% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 650 | $72.5K | 0.07% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 640 | $73.8K | 0.01% | +640 | New |
| MorganRosel Wealth Management, LLC | 675 | $75.2K | 0.02% | +675 | New |
| BFSG, LLC | 683 | $76.1K | 0.01% | +13+1.9% | Added |
| Costello Asset Management, INC | 696 | $77.6K | 0.03% | +696 | New |
| 10Elms LLP | 700 | $78.0K | 0.08% | – | – |
| Evelyn Partners Investment Management LLP | 700 | $78.0K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 710 | $79.2K | 0.01% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 728 | $79.8K | 0.04% | −241−24.9% | Reduced |
| Atlantic Trust, LLC | 720 | $80.3K | 0.02% | +200+38.5% | Added |
| Crews Bank & Trust | 745 | $83.1K | 0.01% | 00.0% | Unchanged |