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 |
|---|---|---|---|---|---|
| Canal Capital Management, LLC | 3,230 | $360.1K | 0.06% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 3,239 | $361.1K | 0.18% | −186−5.4% | Reduced |
| Sig Brokerage, LP | 3,239 | $361.1K | 0.11% | +3,239 | New |
| Capital Investment Advisory Services, LLC | 3,248 | $362.0K | 0.03% | +116+3.7% | Added |
| TCG Advisory Services, LLC | 3,254 | $362.8K | 0.01% | +241+8.0% | Added |
| Caldwell Trust Co | 3,267 | $364.2K | 0.04% | −63−1.9% | Reduced |
| Northside Capital Management, LLC | 3,296 | $367.4K | 0.06% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 3,304 | $368.3K | 0.01% | +411+14.2% | Added |
| LCM Capital Management Inc | 3,318 | $369.9K | 0.22% | +58+1.8% | Added |
| Arete Wealth Advisors, LLC | 3,330 | $371.0K | 0.03% | −277−7.7% | Reduced |
| Hendershot Investments Inc. | 3,331 | $371.3K | 0.05% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 3,595 | $371.7K | 0.08% | −384−9.7% | Reduced |
| Certior Financial Group, LLC | 3,345 | $372.9K | 0.31% | +60+1.8% | Added |
| Prairie Sky Financial Group LLC | 3,350 | $373.5K | 0.22% | 00.0% | Unchanged |
| Icapital Wealth LLC | 3,352 | $373.7K | 0.23% | 00.0% | Unchanged |
| King Wealth | 3,358 | $374.0K | 0.06% | −92−2.7% | Reduced |
| Equitable Holdings, Inc. | 3,357 | $374.2K | 0.00% | −401−10.7% | Reduced |
| Gitterman Wealth Management, LLC | 3,359 | $374.3K | 0.10% | +35+1.1% | Added |
| Charter Trust Co | 3,363 | $374.9K | 0.02% | +230+7.3% | Added |
| Wedbush Securities Inc | 3,362 | $375.0K | 0.01% | +139+4.3% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,436 | $376.7K | 0.03% | 00.0% | Unchanged |
| Round Hill Asset Management | 3,392 | $378.1K | 0.27% | 00.0% | Unchanged |
| Three Seasons Wealth, LLC | 3,400 | $379.0K | 0.19% | 00.0% | Unchanged |
| Sachetta, LLC | 3,412 | $380.9K | 0.16% | −86−2.5% | Reduced |
| Smith, Salley & Associates | 3,417 | $380.9K | 0.02% | +25+0.7% | Added |
| Southland Equity Partners LLC | 3,434 | $382.8K | 0.09% | +54+1.6% | Added |
| GQG Partners LLC | 3,456 | $385.3K | 0.00% | 00.0% | Unchanged |
| Berkshire Bank | 3,462 | $385.9K | 0.09% | −164−4.5% | Reduced |
| Hickory Asset Management, Inc. | 3,465 | $386.3K | 0.34% | −117−3.3% | Reduced |
| Optas, LLC | 3,474 | $387.3K | 0.07% | −68−1.9% | Reduced |
| Latitude Advisors, LLC | 3,479 | $387.9K | 0.23% | 00.0% | Unchanged |
| Michels Family Financial, LLC | 3,482 | $388.2K | 0.35% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 3,484 | $388.4K | 0.01% | −266−7.1% | Reduced |
| MMBG Investment Advisors Co. | 3,492 | $389.3K | 0.04% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 3,494 | $389.5K | 0.03% | +154+4.6% | Added |
| LaFleur & Godfrey LLC | 3,497 | $389.8K | 0.05% | 00.0% | Unchanged |
| Cherokee Insurance Co | 3,500 | $390.2K | 0.17% | 00.0% | Unchanged |
| DF Dent & Co Inc | 3,502 | $390.4K | 0.01% | +37+1.1% | Added |
| Acorn Creek Capital LLC | 3,511 | $391.4K | 0.20% | +143+4.2% | Added |
| Altfest L J & Co Inc | 3,518 | $392.2K | 0.05% | +270+8.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 3,434 | $393.0K | 0.01% | −329−8.7% | Reduced |
| Moneta Group Investment Advisors LLC | 3,548 | $395.6K | 0.01% | +173+5.1% | Added |
| Walter & Keenan Financial Consulting Co | 3,550 | $395.8K | 0.12% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 3,550 | $395.8K | 0.07% | +285+8.7% | Added |
| Simplicity Wealth,LLC | 3,570 | $398.0K | 0.03% | −51−1.4% | Reduced |
| Wealth Alliance | 3,576 | $398.6K | 0.05% | +149+4.3% | Added |
| Colonial Trust Co | 3,592 | $400.4K | 0.06% | +3+0.1% | Added |
| Pointe Capital Management LLC | 3,598 | $401.1K | 0.23% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 3,599 | $401.2K | 0.33% | 00.0% | Unchanged |
| BSW Wealth Partners | 3,600 | $401.4K | 0.06% | −3,569−49.8% | Reduced |
| Pinnacle Bancorp, Inc. | 3,615 | $403.0K | 0.13% | −97−2.6% | Reduced |
| Vista Wealth Management Group, LLC | 3,620 | $403.6K | 0.03% | +1,053+41.0% | Added |
| Aull & Monroe Investment Management Corp | 3,621 | $403.7K | 0.20% | −20−0.5% | Reduced |
| Cetera Trust Company, N.A | 3,627 | $404.3K | 0.26% | 00.0% | Unchanged |
| Veracity Capital LLC | 3,646 | $406.5K | 0.16% | −182−4.8% | Reduced |
| Burke & Herbert Bank & Trust Co | 3,654 | $407.3K | 0.10% | 00.0% | Unchanged |
| Roxbury Financial LLC | 3,738 | $407.6K | 0.40% | −31−0.8% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,661 | $408.1K | 0.03% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 3,664 | $408.5K | 0.01% | 00.0% | Unchanged |
| Knightsbridge Asset Management, LLC | 3,674 | $409.6K | 0.11% | −177−4.6% | Reduced |
| RNC Capital Management LLC | 3,676 | $409.8K | 0.02% | +131+3.7% | Added |
| Financial Engines Advisors L.L.C. | 3,682 | $410.7K | 0.00% | +42+1.2% | Added |
| Pinnacle Financial Partners Inc | 3,740 | $411.3K | 0.01% | −1,083−22.5% | Reduced |
| Institute for Wealth Management, LLC. | 3,698 | $412.3K | 0.05% | −10.0% | Reduced |
| Newman Dignan & Sheerar, Inc. | 3,699 | $412.4K | 0.11% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 3,589 | $413.7K | 0.03% | +913+34.1% | Added |
| Glenview Trust Co | 3,716 | $414.3K | 0.01% | +10.0% | Added |
| Cornerstone Wealth Management, LLC | 3,737 | $416.6K | 0.03% | +498+15.4% | Added |
| Round Rock Advisors, LLC | 3,750 | $418.1K | 0.08% | 00.0% | Unchanged |
| Hollow Brook Wealth Management LLC | 3,788 | $422.3K | 0.12% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 3,795 | $423.1K | 0.06% | +108+2.9% | Added |
| Central Pacific Bank - Trust Division | 3,800 | $423.6K | 0.06% | −300−7.3% | Reduced |
| Beck Mack & Oliver LLC | 3,800 | $423.6K | 0.01% | 00.0% | Unchanged |
| Natural Investments, LLC | 3,839 | $427.0K | 0.12% | −12−0.3% | Reduced |
| Point72 Hong Kong Ltd | 3,842 | $428.3K | 0.03% | +3,842 | New |
| Cohen Investment Advisors LLC | 3,858 | $430.1K | 0.25% | +44+1.2% | Added |
| GeoWealth Management, LLC | 3,861 | $430.4K | 0.02% | −3,057−44.2% | Reduced |
| Lindbrook Capital, LLC | 3,864 | $430.8K | 0.04% | +48+1.3% | Added |
| Traveka Wealth, LLC | 3,871 | $431.5K | 0.24% | +567+17.2% | Added |
| McDaniel Terry & Co | 3,895 | $434.0K | 0.04% | −45−1.1% | Reduced |
| Twin Lakes Capital Management, LLC | 3,905 | $435.3K | 0.29% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 3,918 | $436.8K | 0.03% | 00.0% | Unchanged |
| Mission Financial Group, LLC | 2,862 | $437.2K | 0.41% | +2,862 | New |
| Moloney Securities Asset Management, LLC | 3,933 | $438.5K | 0.06% | +72+1.9% | Added |
| Texas Yale Capital Corp. | 3,952 | $440.6K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3,957 | $441.1K | 0.03% | +2,920+281.6% | Added |
| RiverFront Investment Group, LLC | 3,970 | $442.6K | 0.01% | +3,970 | New |
| American National Bank | 4,007 | $446.7K | 0.05% | −89−2.2% | Reduced |
| Capital Investment Advisors, LLC | 4,014 | $447.4K | 0.01% | −189−4.5% | Reduced |
| S.A. Mason LLC | 4,040 | $450.4K | 0.24% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 4,049 | $451.4K | 0.16% | +453+12.6% | Added |
| Argyle Capital Partners, LLC | 4,061 | $452.7K | 0.39% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 4,093 | $456.3K | 0.04% | +570+16.2% | Added |
| Benjamin Edwards Inc | 4,094 | $456.4K | 0.01% | −32,839−88.9% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 4,112 | $458.4K | 0.04% | +49+1.2% | Added |
| HM Payson & Co | 4,112 | $458.4K | 0.01% | +50+1.2% | Added |
| Cambiar Investors LLC | 4,113 | $458.5K | 0.02% | −117,862−96.6% | Reduced |
| Private Wealth Asset Management, LLC | 4,122 | $459.5K | 0.07% | +4,122 | New |
| Wealthspire Advisors, LLC | 4,129 | $460.3K | 0.00% | +1,319+46.9% | Added |
| Community Financial Services Group, LLC | 4,167 | $464.5K | 0.10% | −49,785−92.3% | Reduced |