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 |
|---|---|---|---|---|---|
| ICONIQ Capital, LLC | 7,907 | $881.5K | 0.02% | +1,833+30.2% | Added |
| Mather Group, LLC. | 7,911 | $881.9K | 0.01% | +322+4.2% | Added |
| Federation des caisses Desjardins du Quebec | 7,923 | $883.3K | 0.00% | +42+0.5% | Added |
| Foundations Investment Advisors, LLC | 8,013 | $893.3K | 0.02% | −81,061−91.0% | Reduced |
| Sage Rhino Capital LLC | 8,021 | $894.2K | 0.21% | +174+2.2% | Added |
| Fort Sheridan Advisors LLC | 8,027 | $894.9K | 0.14% | +40.0% | Added |
| Wolverine Trading, LLC | 7,954 | $895.4K | 0.03% | −15,982−66.8% | Reduced |
| Coldstream Capital Management Inc | 8,041 | $896.4K | 0.02% | +277+3.6% | Added |
| RD Lewis Holdings, Inc. | 7,901 | $903.0K | 1.02% | +225+2.9% | Added |
| Kennon-Green & Company, LLC | 8,116 | $904.8K | 0.74% | −75−0.9% | Reduced |
| Toroso Investments, LLC | 8,137 | $907.1K | 0.01% | +1,965+31.8% | Added |
| Harbour Trust & Investment Management Co | 8,163 | $910.0K | 0.11% | −1,058−11.5% | Reduced |
| Associated Banc-Corp | 8,325 | $928.1K | 0.03% | −165−1.9% | Reduced |
| Northcape Wealth Management, LLC | 8,370 | $933.1K | 0.30% | −200−2.3% | Reduced |
| Stratos Wealth Advisors, LLC | 8,393 | $935.7K | 0.05% | 00.0% | Unchanged |
| Smart Money Group LLC | 8,394 | $935.8K | 0.32% | −750−8.2% | Reduced |
| Retirement Guys Formula LLC | 8,407 | $937.2K | 0.47% | +8,407 | New |
| Vestmark Advisory Solutions, Inc. | 8,414 | $938.0K | 0.02% | −150−1.8% | Reduced |
| Applied Finance Capital Management, LLC | 8,446 | $941.6K | 0.07% | +2,148+34.1% | Added |
| Tiaa Trust, National Association | 8,474 | $944.7K | 0.00% | +599+7.6% | Added |
| Valeo Financial Advisors, LLC | 8,520 | $949.8K | 0.03% | +1,755+25.9% | Added |
| Sittner & Nelson, LLC | 8,529 | $950.8K | 0.41% | 00.0% | Unchanged |
| Plancorp, LLC | 8,569 | $955.3K | 0.04% | +3,752+77.9% | Added |
| Beverly Hills Private Wealth, LLC | 8,687 | $968.3K | 0.19% | −1,082−11.1% | Reduced |
| Jump Financial, LLC | 8,711 | $971.1K | 0.01% | +6,576+308.0% | Added |
| New Hampshire Trust | 8,734 | $973.7K | 0.22% | +360+4.3% | Added |
| Valmark Advisers, Inc. | 8,794 | $980.4K | 0.01% | −12−0.1% | Reduced |
| Valley National Advisers Inc | 8,842 | $984.0K | 0.18% | −310−3.4% | Reduced |
| 1620 Investment Advisors, Inc. | 8,832 | $984.6K | 0.75% | +22+0.2% | Added |
| Beaton Management Co. Inc. | 8,873 | $989.0K | 0.51% | 00.0% | Unchanged |
| PDS Planning, Inc | 8,897 | $991.8K | 0.08% | +907+11.4% | Added |
| Mutual Advisors, LLC | 8,903 | $998.4K | 0.03% | +14+0.2% | Added |
| YANKCOM Partnership | 8,960 | $998.9K | 0.55% | +699+8.5% | Added |
| South State Corp. | 9,018 | $1.01M | 0.05% | −948−9.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 9,025 | $1.01M | 0.00% | −485−5.1% | Reduced |
| First Affirmative Financial Network | 9,058 | $1.01M | 0.62% | +447+5.2% | Added |
| Kensington Investment Counsel, LLC | 9,091 | $1.01M | 0.45% | −369−3.9% | Reduced |
| Court Place Advisors, LLC | 9,120 | $1.02M | 0.34% | −900−9.0% | Reduced |
| Bridgefront Capital, LLC | 9,153 | $1.02M | 0.29% | +498+5.8% | Added |
| Simmons Bank | 9,174 | $1.02M | 0.08% | −38−0.4% | Reduced |
| Independence Bank of Kentucky | 9,207 | $1.03M | 0.16% | −175−1.9% | Reduced |
| HighPoint Advisor Group LLC | 9,157 | $1.04M | 0.06% | +486+5.6% | Added |
| LCNB Corp | 9,396 | $1.05M | 0.39% | −178−1.9% | Reduced |
| Ameritas Advisory Services, LLC | 9,840 | $1.05M | 0.04% | −318−3.1% | Reduced |
| FRG Family Wealth Advisors LLC | 9,440 | $1.05M | 0.20% | −485−4.9% | Reduced |
| Becker Capital Management Inc | 9,477 | $1.06M | 0.03% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 9,494 | $1.06M | 0.10% | 00.0% | Unchanged |
| Welch Group, LLC | 9,446 | $1.06M | 0.05% | −12−0.1% | Reduced |
| Mystic Asset Management, Inc. | 9,619 | $1.07M | 0.28% | −200−2.0% | Reduced |
| Clarius Group, LLC | 9,631 | $1.07M | 0.07% | +1,700+21.4% | Added |
| Cullen/Frost Bankers, Inc. | 9,667 | $1.08M | 0.02% | +63+0.7% | Added |
| Cambridge Advisors Inc. | 9,675 | $1.08M | 0.24% | −400−4.0% | Reduced |
| Drexel Morgan & Co. | 9,720 | $1.08M | 0.23% | 00.0% | Unchanged |
| Meriwether Wealth & Planning, LLC | 9,727 | $1.08M | 0.71% | +1,295+15.4% | Added |
| Engineers Gate Manager LP | 9,759 | $1.09M | 0.02% | −20,151−67.4% | Reduced |
| Adviser Investments LLC | 9,782 | $1.09M | 0.01% | +217+2.3% | Added |
| KCM Investment Advisors LLC | 9,786 | $1.09M | 0.04% | +141+1.5% | Added |
| Hilltop Holdings Inc. | 9,884 | $1.10M | 0.07% | −1,497−13.2% | Reduced |
| Minot DeBlois Advisors LLC | 9,900 | $1.10M | 1.10% | −285−2.8% | Reduced |
| Chilton Capital Management LLC | 9,902 | $1.10M | 0.05% | −385−3.7% | Reduced |
| West Family Investments, Inc. | 10,009 | $1.12M | 0.42% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 10,069 | $1.12M | 0.02% | −2,316−18.7% | Reduced |
| Mayflower Financial Advisors, LLC | 10,121 | $1.13M | 0.17% | +140+1.4% | Added |
| Bailard, Inc. | 10,123 | $1.13M | 0.03% | +4,160+69.8% | Added |
| SevenBridge Financial Group, LLC | 10,528 | $1.15M | 0.23% | −2,805−21.0% | Reduced |
| Unique Wealth Strategies, LLC | 10,292 | $1.15M | 0.52% | −115−1.1% | Reduced |
| J.W. Cole Advisors, Inc. | 10,349 | $1.15M | 0.04% | +4,969+92.4% | Added |
| CX Institutional | 10,365 | $1.16M | 0.04% | −174−1.7% | Reduced |
| Sterling Capital Management LLC | 10,393 | $1.16M | 0.02% | −1,459−12.3% | Reduced |
| Transcend Wealth Collective, LLC | 10,402 | $1.16M | 0.08% | +14+0.1% | Added |
| Old National Bancorp | 10,443 | $1.16M | 0.03% | −3,814−26.8% | Reduced |
| Guyasuta Investment Advisors Inc | 10,454 | $1.17M | 0.08% | −100−0.9% | Reduced |
| XML Financial, LLC | 10,495 | $1.17M | 0.11% | +40+0.4% | Added |
| Flputnam Investment Management Co | 10,579 | $1.18M | 0.02% | −112−1.0% | Reduced |
| Pitcairn Co | 10,590 | $1.18M | 0.07% | +429+4.2% | Added |
| Intrust Bank NA | 10,637 | $1.19M | 0.12% | −276−2.5% | Reduced |
| Advisory Resource Group | 10,672 | $1.19M | 0.24% | −736−6.5% | Reduced |
| Ar Asset Management Inc | 10,750 | $1.20M | 0.27% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 10,751 | $1.20M | 0.03% | −1,094−9.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 11,669 | $1.20M | 0.03% | 00.0% | Unchanged |
| Foyston, Gordon, & Payne Inc | 10,872 | $1.21M | 0.30% | −112−1.0% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 10,901 | $1.22M | 0.04% | −939−7.9% | Reduced |
| Venture Visionary Partners LLC | 10,914 | $1.22M | 0.05% | −22−0.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 10,933 | $1.22M | 0.02% | 00.0% | Unchanged |
| HF Advisory Group, LLC | 10,955 | $1.22M | 0.53% | +1,910+21.1% | Added |
| Nicholas Hoffman & Company, LLC. | 10,966 | $1.22M | 0.05% | +1,008+10.1% | Added |
| Agate Pass Investment Management, LLC | 11,050 | $1.23M | 0.53% | +3,835+53.2% | Added |
| King Luther Capital Management Corp | 11,068 | $1.23M | 0.01% | +693+6.7% | Added |
| Ellevest, Inc. | 11,137 | $1.24M | 0.08% | −4,833−30.3% | Reduced |
| Capital Fund Management S.A. | 11,177 | $1.25M | 0.02% | +11,177 | New |
| Bridgewater Advisors Inc. | 11,009 | $1.25M | 0.11% | −324−2.9% | Reduced |
| Mission Wealth Management, LP | 11,225 | $1.25M | 0.03% | −345−3.0% | Reduced |
| Bessemer Group Inc | 11,289 | $1.26M | 0.00% | +1,105+10.9% | Added |
| HB Wealth Management, LLC | 11,293 | $1.26M | 0.01% | +4,549+67.5% | Added |
| Level Four Advisory Services, LLC | 11,296 | $1.26M | 0.05% | +1,365+13.7% | Added |
| Creegan & Nassoura Financial Group, LLC | 11,325 | $1.26M | 0.84% | −75−0.7% | Reduced |
| EP Wealth Advisors, LLC | 11,359 | $1.27M | 0.01% | −641−5.3% | Reduced |
| Eastern Bank | 11,372 | $1.27M | 0.02% | −81,194−87.7% | Reduced |
| Holderness Investments Co | 11,382 | $1.27M | 0.30% | +376+3.4% | Added |
| Greenwich Wealth Management LLC | 11,400 | $1.27M | 0.10% | −978−7.9% | Reduced |