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; 1,625 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 | 1,625 | $21.3B |
| Q1 2026 | 1,604 | $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 |
|---|---|---|---|---|---|
| CVA Family Office, LLC | 5,542 | $617.8K | 0.09% | −180−3.1% | Reduced |
| Cordatus Wealth Management LLC | 5,544 | $618.0K | 0.17% | +358+6.9% | Added |
| Salem Investment Counselors Inc | 5,447 | $627.9K | 0.02% | −915−14.4% | Reduced |
| Kennebec Savings Bank | 5,694 | $634.8K | 0.67% | +412+7.8% | Added |
| O'Brien Greene & Co. Inc | 5,698 | $635.2K | 0.21% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 5,732 | $639.0K | 0.04% | +1,475+34.6% | Added |
| StrongBox Wealth, LLC | 5,739 | $639.8K | 0.27% | +210+3.8% | Added |
| Sagespring Wealth Partners, LLC | 5,759 | $642.0K | 0.02% | +2,325+67.7% | Added |
| Penbrook Management LLC | 5,760 | $642.1K | 0.49% | 00.0% | Unchanged |
| Hutner Capital Management Inc | 5,764 | $642.5K | 0.27% | −130−2.2% | Reduced |
| Ignite Planners, LLC | 5,796 | $645.2K | 0.13% | +72+1.3% | Added |
| Concurrent Investment Advisors, LLC | 5,795 | $646.1K | 0.02% | +1,652+39.9% | Added |
| Burns J W & Co Inc | 5,800 | $646.6K | 0.08% | −987−14.5% | Reduced |
| Monticello Wealth Management, LLC | 5,831 | $650.0K | 0.05% | 00.0% | Unchanged |
| Heritage Family Offices, LLP | 5,866 | $653.9K | 0.33% | −241−3.9% | Reduced |
| GWN Securities Inc. | 6,058 | $662.2K | 0.04% | +6,058 | New |
| Umb Bank N A | 5,968 | $665.3K | 0.01% | −1,451−19.6% | Reduced |
| Centaurus Financial, Inc. | 5,974 | $666.0K | 0.04% | −291−4.6% | Reduced |
| CFO4Life Group, LLC | 5,989 | $667.7K | 0.11% | −630−9.5% | Reduced |
| Brighton Jones LLC | 6,007 | $669.7K | 0.02% | −146−2.4% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 6,019 | $671.0K | 0.14% | 00.0% | Unchanged |
| Financial & Tax Architects, LLC | 6,030 | $672.2K | 0.17% | +508+9.2% | Added |
| Dakota Wealth Management | 6,052 | $674.7K | 0.02% | −293−4.6% | Reduced |
| Schulhoff & Co Inc | 6,054 | $674.9K | 0.30% | −156−2.5% | Reduced |
| Jeppson Wealth Management, LLC | 6,078 | $677.6K | 0.25% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 6,080 | $677.8K | 0.13% | −10.0% | Reduced |
| St Germain D J Co Inc | 6,132 | $683.6K | 0.03% | −39−0.6% | Reduced |
| Brucke Financial, Inc. | 6,052 | $686.8K | 0.60% | −69−1.1% | Reduced |
| Heritage Wealth Management, Inc. | 6,186 | $689.6K | 0.23% | +50+0.8% | Added |
| NTV Asset Management LLC | 6,221 | $693.5K | 0.09% | 00.0% | Unchanged |
| Wedmont Private Capital | 6,501 | $699.0K | 0.04% | +153+2.4% | Added |
| TrueMark Investments, LLC | 6,275 | $699.5K | 0.18% | +6,275 | New |
| Harbour Investments, Inc. | 6,291 | $701.3K | 0.02% | −1,174−15.7% | Reduced |
| Twin Tree Management, LP | 6,299 | $702.2K | 0.02% | −24,641−79.6% | Reduced |
| Liberty One Investment Management, LLC | 6,304 | $702.8K | 0.07% | −144−2.2% | Reduced |
| 1832 Asset Management L.P. | 6,342 | $707.0K | 0.00% | +198+3.2% | Added |
| Stephens Inc | 6,381 | $711.4K | 0.01% | −103−1.6% | Reduced |
| Motco | 6,423 | $716.0K | 0.08% | −36−0.6% | Reduced |
| Fulton Bank, N.A. | 6,435 | $717.4K | 0.03% | −1,342−17.3% | Reduced |
| Neville Rodie & Shaw Inc | 6,460 | $720.0K | 0.06% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,551 | $721.5K | 0.01% | −340−4.9% | Reduced |
| Sowell Financial Services LLC | 6,481 | $722.4K | 0.03% | +6,481 | New |
| GAMMA Investing LLC | 6,524 | $727.3K | 0.05% | +1,500+29.9% | Added |
| Peoples Bank | 6,538 | $728.8K | 0.49% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 6,547 | $729.9K | 0.03% | −250−3.7% | Reduced |
| Osprey Private Wealth LLC | 6,575 | $733.0K | 0.43% | +6,575 | New |
| Net Worth Advisory Group | 6,582 | $733.8K | 0.23% | −469−6.7% | Reduced |
| Eqis Capital Management, Inc. | 6,582 | $733.8K | 0.06% | −879−11.8% | Reduced |
| Summit Trail Advisors, LLC | 6,360 | $734.5K | 0.02% | +580+10.0% | Added |
| Lantz Financial LLC | 6,610 | $736.9K | 0.20% | +132+2.0% | Added |
| Buckingham Strategic Partners | 6,682 | $744.9K | 0.01% | +2,282+51.9% | Added |
| Bradyco, Inc. | 6,691 | $745.9K | 0.57% | −500−7.0% | Reduced |
| Allianz Asset Management GmbH | 6,700 | $746.9K | 0.00% | +1,100+19.6% | Added |
| AE Wealth Management LLC | 6,709 | $747.9K | 0.01% | +488+7.8% | Added |
| American Trust Investment Advisors, LLC | 6,715 | $748.6K | 0.31% | +740+12.4% | Added |
| Henshaw Capital LLC | 6,724 | $749.6K | 0.03% | −812−10.8% | Reduced |
| Cary Street Partners Financial LLC | 6,749 | $752.4K | 0.02% | −1,387−17.0% | Reduced |
| Douglass Winthrop Advisors, LLC | 6,781 | $755.9K | 0.01% | −70−1.0% | Reduced |
| Kennedy Investment Group | 6,799 | $757.9K | 0.35% | −31−0.5% | Reduced |
| Resources Investment Advisors, LLC. | 6,811 | $759.3K | 0.01% | −161−2.3% | Reduced |
| Mezzasalma Advisors, LLC | 6,817 | $760.0K | 0.26% | −84−1.2% | Reduced |
| Ronald Blue Trust, Inc. | 6,839 | $762.4K | 0.01% | −247−3.5% | Reduced |
| Kimelman & Baird, LLC | 6,850 | $763.6K | 0.06% | 00.0% | Unchanged |
| Keel Point, LLC | 6,874 | $766.3K | 0.06% | +183+2.7% | Added |
| Cypress Asset Management Inc | 6,875 | $766.4K | 0.21% | −207−2.9% | Reduced |
| Banco de Sabadell, S.A | 6,903 | $772.0K | 0.59% | +51+0.7% | Added |
| Crux Wealth Advisors | 6,928 | $772.3K | 0.40% | +2,796+67.7% | Added |
| Drucker Wealth 3.0, LLC | 6,954 | $775.3K | 0.17% | −1,471−17.5% | Reduced |
| Gilliland Jeter Wealth Management LLC | 6,981 | $778.2K | 0.28% | +362+5.5% | Added |
| Anchor Investment Management, LLC | 7,026 | $783.3K | 0.07% | −500−6.6% | Reduced |
| Skopos Labs, Inc. | 7,026 | $783.3K | 0.17% | +6,463+1,148.0% | Added |
| Romano Brothers and Company | 7,037 | $784.5K | 0.10% | −275−3.8% | Reduced |
| Gladstone Institutional Advisory LLC | 7,062 | $787.3K | 0.04% | +85+1.2% | Added |
| Means Investment Co., Inc. | 7,066 | $787.7K | 0.08% | −240−3.3% | Reduced |
| JNBA Financial Advisors | 7,074 | $788.6K | 0.08% | −628−8.2% | Reduced |
| Jacobi Capital Management LLC | 7,089 | $790.3K | 0.06% | +310+4.6% | Added |
| St. Clair Advisors, LLC | 7,092 | $790.6K | 0.22% | 00.0% | Unchanged |
| Value Partners Investments Inc. | 7,094 | $791.5K | 0.07% | +2,401+51.2% | Added |
| Essex Financial Services, Inc. | 7,208 | $803.5K | 0.06% | +171+2.4% | Added |
| Joel Isaacson & Co., LLC | 7,261 | $809.5K | 0.04% | +2,584+55.2% | Added |
| Kingsview Wealth Management, LLC | 7,272 | $810.7K | 0.02% | −178−2.4% | Reduced |
| Central Trust Co | 7,329 | $817.1K | 0.02% | +256+3.6% | Added |
| Five Oceans Advisors | 7,343 | $818.6K | 0.39% | +2,087+39.7% | Added |
| Twin City Private Wealth, LLC | 7,101 | $819.6K | 0.72% | −483−6.4% | Reduced |
| Bangor Savings Bank | 7,381 | $822.8K | 0.08% | −1,097−12.9% | Reduced |
| Ruggaard & Associates LLC | 7,399 | $824.8K | 0.36% | +113+1.6% | Added |
| Hartford Funds Management Co LLC | 7,400 | $824.9K | 0.07% | +155+2.1% | Added |
| Boston Private Wealth LLC | 7,418 | $827.0K | 0.03% | −1,513−16.9% | Reduced |
| Keystone Financial Services | 7,492 | $835.2K | 0.32% | +118+1.6% | Added |
| Marotta Asset Management | 7,270 | $836.2K | 0.16% | +267+3.8% | Added |
| Versant Capital Management, Inc | 7,507 | $836.9K | 0.14% | +6,722+856.3% | Added |
| Covenant Partners, LLC | 7,542 | $840.8K | 0.27% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 7,647 | $852.5K | 0.07% | −158−2.0% | Reduced |
| Avidian Wealth Solutions, LLC | 7,659 | $853.8K | 0.04% | +200+2.7% | Added |
| Texas Bank & Trust Co | 7,707 | $859.2K | 0.36% | −91−1.2% | Reduced |
| Modern Wealth Management, LLC | 7,755 | $864.4K | 0.03% | +7,755 | New |
| Savvy Advisors, Inc. | 7,781 | $867.4K | 0.09% | +580+8.1% | Added |
| Montag A & Associates Inc | 7,575 | $873.7K | 0.04% | 00.0% | Unchanged |
| Shelton Capital Management | 7,840 | $874.0K | 0.02% | +366+4.9% | Added |
| Nixon Peabody Trust Co | 7,842 | $874.2K | 0.07% | −34,659−81.5% | Reduced |