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 |
|---|---|---|---|---|---|
| Bayforest Capital Ltd | 753 | $83.9K | 0.04% | −2,522−77.0% | Reduced |
| Crewe Advisors LLC | 775 | $86.4K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 800 | $89.2K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 807 | $90.0K | 0.04% | +124+18.2% | Added |
| Hoese & Co LLP | 825 | $92.0K | 0.08% | 00.0% | Unchanged |
| City State Bank | 855 | $95.3K | 0.03% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 872 | $97.2K | 0.04% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 925 | $103.1K | 0.02% | 00.0% | Unchanged |
| Abound Financial, LLC | 932 | $103.9K | 0.05% | +932 | New |
| GPS Wealth Strategies Group, LLC | 964 | $107.5K | 0.01% | −268−21.8% | Reduced |
| Laurel Wealth Advisors LLC | 974 | $108.6K | 0.02% | 00.0% | Unchanged |
| Pandora Wealth, Inc. | 977 | $108.9K | 0.07% | +977 | New |
| Smithfield Trust Co | 980 | $109.0K | 0.01% | +163+20.0% | Added |
| High Note Wealth, LLC | 978 | $109.0K | 0.03% | 00.0% | Unchanged |
| Viking Fund Management LLC | 1,000 | $111.5K | 0.02% | +1,000 | New |
| Grove Bank & Trust | 1,005 | $112.0K | 0.01% | −41−3.9% | Reduced |
| Continuum Advisory, LLC | 1,010 | $112.6K | 0.01% | −11−1.1% | Reduced |
| Glen Eagle Advisors, LLC | 1,018 | $113.5K | 0.02% | −22−2.1% | Reduced |
| Belvedere Trading LLC | 1,051 | $117.2K | 0.01% | −2,564−70.9% | Reduced |
| Ramirez Asset Management, Inc. | 1,100 | $122.6K | 0.03% | −200−15.4% | Reduced |
| State of Wyoming | 1,120 | $124.9K | 0.02% | −10−0.9% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 1,094 | $126.3K | 0.01% | −69−5.9% | Reduced |
| SBI Securities Co., Ltd. | 1,147 | $127.9K | 0.00% | +154+15.5% | Added |
| Cary Street Partner Investment Advisory LLC | 1,155 | $128.7K | 0.07% | +852+281.2% | Added |
| North Capital, Inc. | 1,163 | $129.7K | 0.12% | +1,163 | New |
| Evermay Wealth Management LLC | 1,164 | $129.8K | 0.02% | 00.0% | Unchanged |
| Tacita Capital Inc | 1,200 | $133.8K | 0.10% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,222 | $136.2K | 0.00% | +200+19.6% | Added |
| GHP Investment Advisors, Inc. | 1,249 | $139.2K | 0.01% | −252−16.8% | Reduced |
| Monetary Management Group Inc | 1,259 | $140.4K | 0.04% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,307 | $145.7K | 0.04% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 1,308 | $145.8K | 0.07% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,312 | $146.3K | 0.01% | +118+9.9% | Added |
| Concord Wealth Partners | 1,326 | $147.8K | 0.02% | −72−5.2% | Reduced |
| CoreCap Advisors, LLC | 1,350 | $150.5K | 0.01% | −729−35.1% | Reduced |
| North Star Investment Management Corp. | 1,358 | $151.4K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1,371 | $153.0K | 0.02% | −73−5.1% | Reduced |
| Hills Bank & Trust Co | 1,412 | $157.4K | 0.01% | −39−2.7% | Reduced |
| Piscataqua Savings Bank | 1,429 | $159.3K | 0.14% | 00.0% | Unchanged |
| United Community Bank | 1,441 | $160.6K | 0.06% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 1,456 | $162.3K | 0.03% | +15+1.0% | Added |
| AllSquare Wealth Management LLC | 1,479 | $164.9K | 0.10% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1,482 | $165.2K | 0.12% | +1,482 | New |
| Cascades Capital Asset Management, LLC | 1,493 | $166.4K | 0.09% | +1,493 | New |
| Avalon Trust Co | 1,500 | $167.2K | 0.01% | −38−2.5% | Reduced |
| HHM Wealth Advisors, LLC | 1,502 | $167.4K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,505 | $167.8K | 0.01% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 1,551 | $172.9K | 0.16% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 1,617 | $175.1K | 0.10% | +120+8.0% | Added |
| Brown, Lisle/Cummings, Inc. | 1,578 | $175.9K | 0.05% | +5+0.3% | Added |
| Community Bank, N.A. | 1,628 | $181.5K | 0.02% | 00.0% | Unchanged |
| Binnacle Investments Inc | 1,631 | $181.8K | 0.13% | +1,631 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,707 | $190.3K | 0.03% | +19+1.1% | Added |
| Financial Perspectives, Inc | 1,774 | $197.8K | 0.07% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 1,812 | $202.0K | 0.02% | +1,812 | New |
| Kazazian Asset Management, LLC | 1,819 | $202.8K | 0.17% | +1,819 | New |
| Great Diamond Partners, LLC | 1,819 | $202.8K | 0.06% | +1,819 | New |
| Excalibur Management Corp | 1,820 | $202.9K | 0.08% | +1,820 | New |
| Trace Wealth Advisors, LLC | 1,825 | $203.5K | 0.18% | +1,825 | New |
| Harbor Investment Advisory, LLC | 1,829 | $203.9K | 0.02% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 1,933 | $204.0K | 0.00% | 00.0% | Unchanged |
| Oregon Pacific Wealth Management, LLC | 1,843 | $205.5K | 0.21% | +1,843 | New |
| Houlihan Financial Resource Group, Ltd. | 1,850 | $206.0K | 0.09% | +1,850 | New |
| Calamos Wealth Management LLC | 1,852 | $206.5K | 0.01% | +1,852 | New |
| BNP Paribas Arbitrage, SA | 1,864 | $207.8K | 0.00% | −96,114−98.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,874 | $208.9K | 0.00% | +157+9.1% | Added |
| Intrua Financial, LLC | 1,876 | $209.1K | 0.03% | −388−17.1% | Reduced |
| CRA Financial Services, LLC | 1,877 | $209.2K | 0.04% | +1,877 | New |
| Grey Fox Wealth Advisors, LLC | 1,818 | $209.9K | 0.06% | +1,818 | New |
| Wayfinding Financial, LLC | 1,888 | $210.0K | 0.09% | +1,888 | New |
| Cobblestone Capital Advisors LLC | 1,884 | $210.0K | 0.01% | +1,884 | New |
| Evoke Wealth, LLC | 1,839 | $212.4K | 0.01% | +1,839 | New |
| Wealthstream Advisors, Inc. | 1,906 | $212.5K | 0.04% | −165−8.0% | Reduced |
| Union Savings Bank | 1,906 | $212.5K | 0.10% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 1,931 | $215.3K | 0.09% | +1,931 | New |
| Western Wealth Management, LLC | 1,935 | $215.7K | 0.01% | +1,935 | New |
| Smith, Moore & Co. | 1,947 | $217.0K | 0.02% | −277−12.5% | Reduced |
| Goepper Burkhardt LLC | 1,950 | $217.4K | 0.09% | +1,950 | New |
| Beese Fulmer Investment Management, Inc. | 1,960 | $218.5K | 0.02% | +1,960 | New |
| Sanders Morris Harris LLC | 2,000 | $219.2K | 0.03% | +2,000 | New |
| Deroy & Devereaux Private Investment Counsel Inc | 1,975 | $220.0K | 0.01% | +1,975 | New |
| Interchange Capital Partners, LLC | 1,979 | $220.6K | 0.06% | −95−4.6% | Reduced |
| Cypress Wealth Services, LLC | 1,984 | $221.2K | 0.04% | +1,984 | New |
| Equitable Trust Co | 1,991 | $222.0K | 0.01% | +1,991 | New |
| Cura Wealth Advisors, LLC | 1,991 | $222.0K | 0.09% | +1,991 | New |
| Wolf Group Capital Advisors | 1,995 | $222.4K | 0.07% | +1,995 | New |
| Pacifica Partners Inc. | 1,984 | $222.7K | 0.10% | −457−18.7% | Reduced |
| Courier Capital LLC | 1,998 | $222.7K | 0.01% | +1,998 | New |
| Rockland Trust Co | 1,999 | $222.8K | 0.01% | −296−12.9% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 2,000 | $223.0K | 0.00% | +188+10.4% | Added |
| Stanley-Laman Group, Ltd. | 2,000 | $223.0K | 0.03% | −225−10.1% | Reduced |
| Peak Asset Management, LLC | 2,000 | $223.0K | 0.04% | +2,000 | New |
| Cornerstone Advisory, LLC | 2,018 | $223.1K | 0.03% | +2,018 | New |
| Greykasell Wealth Strategies, Inc. | 2,013 | $224.4K | 0.12% | +2,013 | New |
| Clayton Financial Group LLC | 2,013 | $224.4K | 0.08% | −153−7.1% | Reduced |
| Hazlett, Burt & Watson, Inc. | 2,020 | $225.0K | 0.10% | −39−1.9% | Reduced |
| Liberty Wealth Management LLC | 2,049 | $228.5K | 0.04% | −502−19.7% | Reduced |
| Connecticut Wealth Management, LLC | 2,052 | $228.8K | 0.01% | −100−4.6% | Reduced |
| Claret Asset Management Corp | – | $229.0K | 0.03% | – | New |
| Blue Fin Capital, Inc. | 2,056 | $229.2K | 0.04% | −144−6.5% | Reduced |