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 |
|---|---|---|---|---|---|
| HBK Sorce Advisory LLC | 2,613 | $291.3K | 0.01% | +272+11.6% | Added |
| Southeast Asset Advisors Inc. | 2,620 | $292.1K | 0.04% | 00.0% | Unchanged |
| J Hagan Capital, Inc. | 3,010 | $292.9K | 0.24% | +3,010 | New |
| Gateway Investment Advisers LLC | 2,642 | $294.5K | 0.00% | +2,642 | New |
| Magnus Financial Group LLC | 2,649 | $295.4K | 0.03% | +4+0.2% | Added |
| Elmwood Wealth Management, Inc. | 2,651 | $295.5K | 0.12% | −51−1.9% | Reduced |
| Community Bank & Trust, Waco, Texas | 2,651 | $296.0K | 0.07% | 00.0% | Unchanged |
| Roundview Capital LLC | 2,658 | $296.3K | 0.02% | −149−5.3% | Reduced |
| Legacy Capital Group California, Inc. | 2,684 | $299.2K | 0.10% | −78−2.8% | Reduced |
| Kapstone Financial Advisors LLC | 2,695 | $300.4K | 0.17% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 2,697 | $300.7K | 0.08% | +161+6.3% | Added |
| Wealth Alliance Advisory Group, LLC | 2,700 | $301.0K | 0.06% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 2,700 | $301.0K | 0.20% | 00.0% | Unchanged |
| Paradigm Capital Management, LLC | 2,700 | $301.0K | 0.31% | −245−8.3% | Reduced |
| Philadelphia Trust Co | 2,700 | $301.0K | 0.03% | −14−0.5% | Reduced |
| Frank, Rimerman Advisors LLC | 2,711 | $302.2K | 0.02% | +2,711 | New |
| Alaska Permanent Fund Corp | 2,673 | $303.4K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 2,725 | $303.8K | 0.00% | +125+4.8% | Added |
| Northstar Group, Inc. | 2,729 | $304.2K | 0.05% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 2,733 | $304.7K | 0.02% | 00.0% | Unchanged |
| LRI Investments, LLC | 2,734 | $304.8K | 0.03% | 00.0% | Unchanged |
| Addison Advisors LLC | 2,736 | $305.0K | 0.08% | −52−1.9% | Reduced |
| Intergy Private Wealth, LLC | 2,757 | $307.4K | 0.12% | +104+3.9% | Added |
| IHT Wealth Management, LLC | 2,758 | $307.4K | 0.01% | +355+14.8% | Added |
| Aprio Wealth Management, LLC | 2,762 | $307.9K | 0.04% | +2,762 | New |
| Occidental Asset Management, LLC | 2,768 | $308.6K | 0.05% | +78+2.9% | Added |
| Essex Investment Management Co LLC | 2,775 | $309.4K | 0.06% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 2,778 | $309.7K | 0.01% | −2,767−49.9% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 2,781 | $310.0K | 0.01% | 00.0% | Unchanged |
| Flywheel Private Wealth LLC | 2,797 | $311.8K | 0.28% | 00.0% | Unchanged |
| RiverGlades Family Offices LLC | 2,800 | $312.1K | 0.22% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 2,807 | $313.0K | 0.01% | −269−8.7% | Reduced |
| Global Trust Asset Management, LLC | 2,822 | $314.6K | 0.19% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 2,828 | $315.3K | 0.07% | +104+3.8% | Added |
| Brady Family Wealth, LLC | 2,831 | $315.6K | 0.10% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 2,863 | $319.2K | 0.11% | +190+7.1% | Added |
| one8zero8, LLC | 2,864 | $319.3K | 0.08% | 00.0% | Unchanged |
| Vicus Capital | 2,866 | $319.5K | 0.03% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 2,870 | $319.9K | 0.09% | 00.0% | Unchanged |
| Armor Investment Advisors, LLC | 2,878 | $320.8K | 0.13% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 2,857 | $321.8K | 0.03% | +87+3.1% | Added |
| Roehl & Yi Investment Advisors, LLC | 2,893 | $322.5K | 0.18% | +145+5.3% | Added |
| Genus Capital Management Inc. | 2,895 | $322.7K | 0.05% | +2,895 | New |
| Gibbs Wealth Management | 2,899 | $323.2K | 0.08% | +651+29.0% | Added |
| Tompkins Financial Corp | 2,910 | $324.4K | 0.03% | 00.0% | Unchanged |
| Carr Financial Group Corp | 2,923 | $325.9K | 0.11% | −2,357−44.6% | Reduced |
| BKD Wealth Advisors, LLC | 2,926 | $326.2K | 0.01% | +190+6.9% | Added |
| Wulff, Hansen & Co. | 2,930 | $326.6K | 0.30% | −15−0.5% | Reduced |
| Watershed Private Wealth LLC | 2,930 | $326.6K | 0.13% | +2,930 | New |
| PFG Investments, LLC | 2,938 | $327.6K | 0.02% | −116−3.8% | Reduced |
| Almanack Investment Partners, LLC. | 2,943 | $328.1K | 0.07% | −104−3.4% | Reduced |
| Thomasville National Bank | 2,944 | $328.2K | 0.02% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 2,858 | $329.7K | 0.03% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 2,960 | $330.0K | 0.07% | −78−2.6% | Reduced |
| Graypoint LLC | 2,968 | $330.8K | 0.02% | −389−11.6% | Reduced |
| Hurlow Wealth Management Group, Inc. | 2,969 | $331.0K | 0.10% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 2,970 | $331.1K | 0.16% | +265+9.8% | Added |
| Crestwood Advisors Group LLC | 2,970 | $331.1K | 0.01% | +661+28.6% | Added |
| Convergence Financial, LLC | 2,997 | $334.1K | 0.07% | −855−22.2% | Reduced |
| Focus Financial Network, Inc. | 3,001 | $334.6K | 0.01% | −54−1.8% | Reduced |
| Beacon Investment Advisors LLC | 3,001 | $334.6K | 0.16% | +10.0% | Added |
| Sentry LLC | 3,010 | $335.6K | 0.07% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 3,010 | $335.6K | 0.22% | +700+30.3% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 3,011 | $335.7K | 0.38% | −352−10.5% | Reduced |
| Sage Mountain Advisors LLC | 3,011 | $335.7K | 0.02% | +196+7.0% | Added |
| Range Financial Group LLC | 3,019 | $336.6K | 0.15% | −98−3.1% | Reduced |
| Personal Cfo Solutions, LLC | 3,021 | $336.8K | 0.07% | −1,887−38.4% | Reduced |
| First Citizens Bank & Trust Co | 3,029 | $337.7K | 0.01% | +345+12.9% | Added |
| Perennial Investment Advisors, LLC | 3,029 | $337.7K | 0.04% | +3,029 | New |
| Spire Wealth Management | 3,032 | $338.0K | 0.01% | +446+17.2% | Added |
| Klingman & Associates, LLC | 3,033 | $338.2K | 0.02% | +325+12.0% | Added |
| Foster Group, Inc. | 3,039 | $338.8K | 0.01% | +916+43.1% | Added |
| Wealthcare Advisory Partners LLC | 3,041 | $339.0K | 0.01% | +252+9.0% | Added |
| Dillon & Associates Inc | 3,061 | $340.0K | 0.05% | −73−2.3% | Reduced |
| Belmont Capital, LLC | 3,058 | $340.9K | 0.06% | 00.0% | Unchanged |
| Canopy Partners, LLC | 3,063 | $341.5K | 0.13% | −75−2.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 2,977 | $343.6K | 0.01% | −201−6.3% | Reduced |
| Busey Wealth Management | 3,083 | $343.7K | 0.01% | +233+8.2% | Added |
| TigerOak Management, L.L.C. | 3,084 | $343.8K | 0.13% | −12−0.4% | Reduced |
| West Coast Financial LLC | 3,084 | $343.8K | 0.04% | 00.0% | Unchanged |
| Haven Private, LLC | 3,088 | $344.3K | 0.19% | +149+5.1% | Added |
| Diversify Advisory Services, LLC | 3,043 | $345.3K | 0.02% | −1,549−33.7% | Reduced |
| Thoroughbred Financial Services, LLC | 3,106 | $346.0K | 0.02% | −1,017−24.7% | Reduced |
| DRW Securities, LLC | 3,104 | $346.0K | 0.03% | +3,104 | New |
| Heck Capital Advisors, LLC | 3,106 | $346.3K | 0.04% | +4+0.1% | Added |
| Integrity Alliance, LLC. | 3,124 | $348.3K | 0.01% | +3,124 | New |
| Viawealth, LLC | 3,129 | $348.8K | 0.22% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 3,132 | $349.2K | 0.24% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 3,134 | $349.4K | 0.01% | −392−11.1% | Reduced |
| Cape Cod Five Cents Savings Bank | 3,039 | $349.5K | 0.03% | 00.0% | Unchanged |
| Cypress Capital Group | 3,138 | $349.8K | 0.05% | −20−0.6% | Reduced |
| Portfolio Design Labs, LLC | 3,139 | $349.9K | 0.07% | +297+10.5% | Added |
| Woodstock Corp | 3,142 | $350.3K | 0.03% | −150−4.6% | Reduced |
| Flagship Harbor Advisors, LLC | 3,146 | $350.7K | 0.02% | −696−18.1% | Reduced |
| Hexagon Capital Partners LLC | 3,163 | $352.6K | 0.07% | −77−2.4% | Reduced |
| Peddock Capital Advisors, LLC | 3,182 | $354.7K | 0.09% | +58+1.9% | Added |
| Mitchell Sinkler & Starr | 3,183 | $354.8K | 0.10% | −182−5.4% | Reduced |
| Icon Wealth Advisors, LLC | 3,189 | $355.5K | 0.03% | +164+5.4% | Added |
| Stiles Financial Services Inc | 3,196 | $356.5K | 0.14% | −53−1.6% | Reduced |
| Maia Wealth LLC | 3,286 | $359.6K | 0.08% | +22+0.7% | Added |