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 |
|---|---|---|---|---|---|
| StoneX Group Inc. | 4,085 | $466.4K | 0.03% | +1,843+82.2% | Added |
| May Hill Capital, LLC | 4,190 | $467.1K | 0.18% | +1,466+53.8% | Added |
| GTS Securities LLC | 4,209 | $469.2K | 0.02% | −5,441−56.4% | Reduced |
| Helen Stephens Group, LLC | 4,222 | $470.7K | 0.13% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 4,230 | $472.0K | 0.34% | +75+1.8% | Added |
| Causeway Capital Management LLC | 4,236 | $472.2K | 0.01% | −1,630−27.8% | Reduced |
| Seven Mile Advisory | 4,242 | $472.9K | 0.32% | +655+18.3% | Added |
| Principle Wealth Partners LLC | 4,247 | $473.5K | 0.03% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 4,256 | $474.5K | 0.10% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 4,117 | $475.4K | 0.31% | +199+5.1% | Added |
| Wealth Group, Ltd. | 4,270 | $476.0K | 0.31% | −59−1.4% | Reduced |
| Broderick Brian C | 4,273 | $476.4K | 0.10% | −3,800−47.1% | Reduced |
| Verity Asset Management, Inc. | 4,287 | $477.9K | 0.19% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 4,319 | $481.5K | 0.19% | +535+14.1% | Added |
| Summit Financial, LLC | 4,320 | $481.5K | 0.01% | −195−4.3% | Reduced |
| Strategic Investment Advisors | 4,361 | $486.2K | 0.05% | −318−6.8% | Reduced |
| CNB Bank | 4,361 | $486.2K | 0.25% | −1,761−28.8% | Reduced |
| Meridian Wealth Management, LLC | 4,370 | $487.2K | 0.02% | +209+5.0% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 4,453 | $487.4K | 0.11% | +171+4.0% | Added |
| Regatta Capital Group, LLC | 4,391 | $489.5K | 0.09% | −20−0.5% | Reduced |
| Violich Capital Management, Inc. | 4,397 | $490.0K | 0.07% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 4,445 | $491.4K | 0.07% | 00.0% | Unchanged |
| Tranquilli Financial Advisor LLC | 4,438 | $494.7K | 0.31% | +103+2.4% | Added |
| Mill Capital Management, LLC | 4,438 | $494.7K | 0.04% | −413−8.5% | Reduced |
| Altus Wealth Group LLC | 4,439 | $494.9K | 0.23% | +4,439 | New |
| Parkside Financial Bank & Trust | 4,457 | $496.8K | 0.06% | +742+20.0% | Added |
| Washington Trust Co | 4,465 | $497.8K | 0.02% | −200−4.3% | Reduced |
| Beddow Capital Management Inc | 4,465 | $498.0K | 0.19% | −125−2.7% | Reduced |
| Insigneo Advisory Services, LLC | 4,478 | $499.2K | 0.05% | −144−3.1% | Reduced |
| Clear Harbor Asset Management, LLC | 4,493 | $500.9K | 0.04% | 00.0% | Unchanged |
| Essex Savings Bank | 4,526 | $504.6K | 0.12% | +591+15.0% | Added |
| Hanson & Doremus Investment Management | 4,528 | $505.0K | 0.07% | +3,903+624.5% | Added |
| Atlas Capital Advisors LLC | 4,532 | $505.2K | 0.06% | 00.0% | Unchanged |
| Independent Advisor Alliance | 4,534 | $505.4K | 0.02% | +172+3.9% | Added |
| Marino, Stram & Associates LLC | 4,537 | $505.7K | 0.11% | −105−2.3% | Reduced |
| Intellectus Partners, LLC | 4,538 | $505.9K | 0.12% | +377+9.1% | Added |
| Stablepoint Partners, LLC | 4,549 | $507.1K | 0.09% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 4,620 | $515.0K | 0.03% | −105−2.2% | Reduced |
| Grimes & Company, Inc. | 4,622 | $515.2K | 0.02% | +135+3.0% | Added |
| Portside Wealth Group, LLC | 4,622 | $515.3K | 0.08% | −495−9.7% | Reduced |
| Rossmore Private Capital | 4,627 | $515.8K | 0.06% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 4,592 | $516.9K | 0.09% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 4,673 | $520.9K | 0.01% | −100−2.1% | Reduced |
| First City Capital Management, Inc. | 4,689 | $522.7K | 0.31% | +63+1.4% | Added |
| Cullinan Associates Inc | 4,700 | $524.0K | 0.04% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 4,700 | $524.0K | 0.04% | +4,700 | New |
| Guerra Advisors Inc | 4,702 | $524.2K | 0.29% | +4,702 | New |
| Abel Hall, LLC | 4,714 | $525.6K | 0.32% | +922+24.3% | Added |
| Lazard Asset Management LLC | 4,727 | $526.0K | 0.00% | −59−1.2% | Reduced |
| North Star Asset Management Inc | 4,776 | $532.4K | 0.02% | −100−2.1% | Reduced |
| Goldstone Financial Group, LLC | 4,873 | $543.2K | 0.08% | −273−5.3% | Reduced |
| Thornburg Investment Management Inc | 4,889 | $545.0K | 0.01% | −2,911−37.3% | Reduced |
| First American Trust, FSB | 4,907 | $547.0K | 0.05% | 00.0% | Unchanged |
| Sigma Planning Corp | 4,875 | $547.3K | 0.02% | +657+15.6% | Added |
| Mark Sheptoff Financial Planning, LLC | 4,916 | $548.0K | 0.30% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,946 | $551.4K | 0.02% | −6,313−56.1% | Reduced |
| Valley Brook Capital Group | 4,959 | $552.8K | 0.43% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 4,964 | $553.4K | 0.08% | −465−8.6% | Reduced |
| BXM Wealth LLC | 4,975 | $555.0K | 0.67% | −30−0.6% | Reduced |
| Chicago Trust Co NA | 4,994 | $556.7K | 0.10% | +707+16.5% | Added |
| Seeds Investor LLC | 4,999 | $557.3K | 0.16% | −221−4.2% | Reduced |
| Northwest Capital Management Inc | 5,000 | $557.4K | 0.23% | 00.0% | Unchanged |
| Corient IA LLC | 5,000 | $557.4K | 0.40% | +5,000 | New |
| Nilsine Partners, LLC | 5,018 | $559.4K | 0.06% | −346−6.5% | Reduced |
| SG Americas Securities, LLC | 5,050 | $563.0K | 0.00% | −5,298−51.2% | Reduced |
| Cascade Financial Partners, LLC | 5,080 | $566.3K | 0.07% | −800−13.6% | Reduced |
| Capital Analysts, LLC | 5,083 | $567.0K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 5,087 | $567.1K | 0.04% | +178+3.6% | Added |
| Paloma Partners Management Co | 5,102 | $568.8K | 0.11% | +5,102 | New |
| Beacon Investment Advisory Services, Inc. | 5,103 | $568.9K | 0.03% | −2,094−29.1% | Reduced |
| Circle Wealth Management, LLC | 5,119 | $570.7K | 0.01% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 5,130 | $571.9K | 0.29% | +8+0.2% | Added |
| Davidson Trust Co | 5,137 | $572.7K | 0.27% | −5,771−52.9% | Reduced |
| Walleye Capital LLC | 5,158 | $575.0K | 0.01% | +5,038+4,198.3% | Added |
| BancorpSouth Bank | 5,191 | $578.7K | 0.04% | −22−0.4% | Reduced |
| Axxcess Wealth Management, LLC | 5,208 | $580.6K | 0.02% | −1,875−26.5% | Reduced |
| SCS Capital Management LLC | 5,210 | $586.4K | 0.01% | +5,210 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,263 | $586.7K | 0.02% | −348−6.2% | Reduced |
| Gallacher Capital Management LLC | 5,279 | $588.4K | 0.29% | +219+4.3% | Added |
| Auto-Owners Insurance Co | 6,393 | $592.1K | 0.02% | −38,750−85.8% | Reduced |
| Forza Wealth Management, LLC | 5,349 | $596.3K | 0.27% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 5,359 | $597.4K | 0.11% | −240−4.3% | Reduced |
| Visionary Horizons, LLC | 5,360 | $597.5K | 0.42% | −720−11.8% | Reduced |
| Allen Wealth Management, LLC | 5,374 | $599.1K | 0.41% | 00.0% | Unchanged |
| Ariadne Wealth Management, LP | 5,512 | $599.2K | 0.31% | −582−9.6% | Reduced |
| Gradient Investments LLC | 5,376 | $599.3K | 0.01% | +91+1.7% | Added |
| Sivia Capital Partners, LLC | 5,378 | $599.5K | 0.28% | +75+1.4% | Added |
| Fifth Third Wealth Advisors LLC | 5,389 | $600.8K | 0.03% | +1,787+49.6% | Added |
| Cullen Investment Group, Ltd. | 5,401 | $602.1K | 0.09% | −210−3.7% | Reduced |
| Modera Wealth Management, LLC | 5,401 | $602.1K | 0.01% | −375−6.5% | Reduced |
| Hemenway Trust Co LLC | 5,403 | $602.3K | 0.05% | −1,451−21.2% | Reduced |
| MB, Levis & Associates, LLC | 5,410 | $603.1K | 0.28% | 00.0% | Unchanged |
| Diversified Trust Co | 5,451 | $607.7K | 0.02% | +333+6.5% | Added |
| Radnor Capital Management, LLC | 5,450 | $608.0K | 0.10% | 00.0% | Unchanged |
| Trust Point Inc. | 5,496 | $612.7K | 0.06% | +5,496 | New |
| Cable Hill Partners, LLC | 5,401 | $613.0K | 0.06% | −2,784−34.0% | Reduced |
| Regions Financial Corp | 5,507 | $613.9K | 0.00% | −506−8.4% | Reduced |
| Rehmann Capital Advisory Group | 5,516 | $615.0K | 0.04% | +22+0.4% | Added |
| Private Trust Co NA | 5,534 | $617.0K | 0.06% | +358+6.9% | Added |
| E&G Advisors, LP | 5,538 | $617.3K | 0.17% | −100−1.8% | Reduced |