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 |
|---|---|---|---|---|---|
| Narus Financial Partners, LLC | 2,064 | $230.1K | 0.08% | −265−11.4% | Reduced |
| First Nebraska Trust Co | 2,064 | $230.1K | 0.02% | 00.0% | Unchanged |
| Capital Advisors Inc | 2,066 | $230.4K | 0.00% | +2,066 | New |
| Plimoth Trust Co LLC | 2,067 | $230.4K | 0.06% | −81−3.8% | Reduced |
| Peoples Financial Services Corp. | 2,084 | $232.3K | 0.11% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 2,084 | $232.3K | 0.02% | −228−9.9% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 2,091 | $233.1K | 0.03% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 2,092 | $233.2K | 0.08% | +2,092 | New |
| New Republic Capital, LLC | 2,098 | $233.9K | 0.10% | −242−10.3% | Reduced |
| Barry Investment Advisors, LLC | 2,103 | $234.4K | 0.06% | −16−0.8% | Reduced |
| Guardian Partners Inc. | 2,140 | $235.7K | 0.02% | −35−1.6% | Reduced |
| Angeles Wealth Management, LLC | 2,118 | $236.1K | 0.02% | −1,131−34.8% | Reduced |
| Claro Advisors LLC | 2,119 | $236.2K | 0.03% | −1,835−46.4% | Reduced |
| Davis R M Inc | 2,129 | $237.3K | 0.00% | −45−2.1% | Reduced |
| Elk River Wealth Management, LLC | 2,060 | $237.6K | 0.04% | 00.0% | Unchanged |
| Prospect Financial Group LLC | 2,132 | $237.7K | 0.30% | +5+0.2% | Added |
| Koshinski Asset Management, Inc. | 2,137 | $238.2K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,137 | $238.2K | 0.01% | +407+23.5% | Added |
| Chicago Capital, LLC | 2,138 | $238.4K | 0.01% | +2,138 | New |
| Boston Trust Walden Corp | 2,140 | $238.6K | 0.00% | −65−2.9% | Reduced |
| Redwood Wealth Management Group, LLC | 2,143 | $238.9K | 0.12% | −75−3.4% | Reduced |
| Apexium Financial, LP | 2,144 | $239.0K | 0.01% | +2,144 | New |
| Chilton Investment Co LLC | 2,150 | $239.7K | 0.01% | 00.0% | Unchanged |
| F/M Investments LLC | 2,150 | $239.7K | 0.01% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 2,157 | $240.5K | 0.29% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 2,158 | $240.6K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,166 | $241.5K | 0.01% | −961−30.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,184 | $243.5K | 0.04% | +2,184 | New |
| Blue Barn Wealth, LLC | 2,186 | $243.7K | 0.13% | +26+1.2% | Added |
| One Wealth Advisors, LLC | 2,176 | $244.5K | 0.04% | +2,176 | New |
| Gimbal Financial | 2,203 | $245.6K | 0.22% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 2,219 | $246.0K | 0.06% | 00.0% | Unchanged |
| Ewa, LLC | 2,210 | $246.4K | 0.09% | −88−3.8% | Reduced |
| Mattern Capital Management, LLC | 2,211 | $246.5K | 0.03% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 2,222 | $247.7K | 0.15% | −794−26.3% | Reduced |
| Virtu Financial LLC | 2,224 | $248.0K | 0.01% | −8,051−78.4% | Reduced |
| M. Kulyk & Associates, LLC | 2,226 | $248.2K | 0.06% | −172−7.2% | Reduced |
| Paradigm Asset Management Co LLC | 2,228 | $248.4K | 0.07% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 2,233 | $248.9K | 0.03% | −38−1.7% | Reduced |
| Wealth Dimensions Group, Ltd. | 2,238 | $249.5K | 0.06% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 2,244 | $250.1K | 0.05% | −3−0.1% | Reduced |
| Aspiriant, LLC | 2,244 | $250.2K | 0.01% | −526−19.0% | Reduced |
| Farmers National Bank | 2,245 | $250.3K | 0.07% | −175−7.2% | Reduced |
| RVW Wealth, LLC | 2,248 | $250.6K | 0.02% | +2,248 | New |
| OneAscent Financial Services LLC | 2,278 | $251.0K | 0.02% | +97+4.4% | Added |
| Financial Security Advisor, Inc. | 2,259 | $251.8K | 0.06% | 00.0% | Unchanged |
| Colonial Trust Advisors | 2,276 | $253.7K | 0.02% | +1,776+355.2% | Added |
| Berkeley Capital Partners, LLC | 2,277 | $253.8K | 0.07% | −131−5.4% | Reduced |
| Braun-Bostich & Associates Inc. | 2,280 | $254.2K | 0.19% | +59+2.7% | Added |
| XTX Topco Ltd | 2,281 | $254.3K | 0.01% | −8,098−78.0% | Reduced |
| Horizon Wealth Management, LLC | 2,288 | $255.0K | 0.04% | −33−1.4% | Reduced |
| Moody Lynn & Lieberson, LLC | 2,289 | $255.2K | 0.02% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 2,290 | $255.3K | 0.06% | 00.0% | Unchanged |
| Riverview Trust Co | 2,296 | $256.0K | 0.25% | −1,467−39.0% | Reduced |
| Schmidt P J Investment Management Inc | 2,300 | $256.4K | 0.05% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 2,306 | $257.1K | 0.00% | +2,306 | New |
| Oakworth Capital, Inc. | 2,319 | $258.5K | 0.02% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 2,322 | $258.8K | 0.02% | −6,501−73.7% | Reduced |
| Key Client Fiduciary Advisors, LLC | 2,329 | $259.6K | 0.12% | 00.0% | Unchanged |
| Shoker Investment Counsel, Inc. | 2,335 | $260.3K | 0.09% | 00.0% | Unchanged |
| Kendall Capital Management | 2,345 | $261.4K | 0.08% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 2,351 | $262.1K | 0.00% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 2,361 | $263.2K | 1.27% | +119+5.3% | Added |
| Apella Capital, LLC | 2,539 | $263.7K | 0.01% | +2,539 | New |
| Riversedge Advisors, LLC | 2,367 | $263.9K | 0.06% | +2,367 | New |
| Merrion Investment Management Co, LLC | 2,370 | $264.2K | 0.19% | −165−6.5% | Reduced |
| Van Strum & Towne Inc. | 2,372 | $264.4K | 0.09% | 00.0% | Unchanged |
| Argyle Capital Management Inc. | 2,375 | $264.8K | 0.10% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 2,380 | $265.3K | 0.02% | +40+1.7% | Added |
| Hall Capital Management Co Inc | 2,391 | $266.5K | 0.12% | −2,466−50.8% | Reduced |
| Lawson Kroeker Investment Management Inc | 2,402 | $267.8K | 0.05% | −40−1.6% | Reduced |
| Wimmer Associates 1, LLC | 2,524 | $269.6K | 0.14% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 2,425 | $270.3K | 0.21% | 00.0% | Unchanged |
| Norris Perne & French LLP | 2,432 | $271.1K | 0.02% | 00.0% | Unchanged |
| Puzo Michael J | 2,435 | $271.5K | 0.08% | −650−21.1% | Reduced |
| Sheets Smith Wealth Management | 2,450 | $273.1K | 0.03% | 00.0% | Unchanged |
| Essex LLC | 2,450 | $273.1K | 0.06% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 2,455 | $273.7K | 0.07% | −27−1.1% | Reduced |
| CFS Investment Advisory Services, LLC | 2,455 | $274.0K | 0.02% | −5−0.2% | Reduced |
| Bruce G. Allen Investments, LLC | 2,458 | $274.0K | 0.22% | +4+0.2% | Added |
| Laraway Financial Inc | 2,467 | $275.0K | 0.22% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 2,484 | $275.2K | 0.01% | +2,484 | New |
| Change Path, LLC | 2,477 | $276.2K | 0.01% | +197+8.6% | Added |
| Stonegate Investment Group, LLC | 2,488 | $277.4K | 0.01% | +2,488 | New |
| Chicago Partners Investment Group LLC | 2,495 | $278.7K | 0.01% | +107+4.5% | Added |
| Opal Wealth Advisors, LLC | 2,515 | $280.4K | 0.09% | +112+4.7% | Added |
| Platform Technology Partners | 2,528 | $281.9K | 0.08% | −100−3.8% | Reduced |
| Independent Financial Group, LLC | 2,548 | $284.1K | 0.01% | −1,761−40.9% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 2,555 | $284.8K | 0.09% | 00.0% | Unchanged |
| BBR Partners, LLC | 2,565 | $285.9K | 0.02% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 2,568 | $286.3K | 0.08% | +10.0% | Added |
| Eagle Strategies LLC | 2,570 | $286.5K | 0.05% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 2,575 | $287.0K | 0.03% | 00.0% | Unchanged |
| Rossby Financial, LCC | 2,565 | $287.6K | 0.12% | +2,565 | New |
| FLC Capital Advisors | 2,586 | $288.3K | 0.06% | 00.0% | Unchanged |
| Key Financial Inc | 2,592 | $289.0K | 0.06% | −524−16.8% | Reduced |
| Jacobs & Co | 2,600 | $289.0K | 0.03% | −150−5.5% | Reduced |
| Consolidated Portfolio Review Corp | 2,598 | $289.6K | 0.05% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 2,601 | $290.0K | 0.05% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 2,603 | $290.2K | 0.03% | +2,603 | New |