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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 139,591 | $15.6M | 0.04% | +17,927+14.7% | Added |
| John G Ullman & Associates Inc | 138,123 | $15.4M | 2.37% | −1,267−0.9% | Reduced |
| GW Henssler & Associates Ltd | 136,418 | $15.2M | 0.87% | −110,378−44.7% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 136,368 | $15.2M | 3.26% | −5,728−4.0% | Reduced |
| Manning & Napier Advisors LLC | 133,308 | $14.9M | 0.18% | −3,590−2.6% | Reduced |
| ProVise Management Group, LLC | 132,823 | $14.8M | 1.26% | +3,464+2.7% | Added |
| Pathstone Holdings, LLC | 129,483 | $14.6M | 0.06% | +27,105+26.5% | Added |
| Cetera Investment Advisers | 126,528 | $14.1M | 0.03% | +697+0.6% | Added |
| Ingalls & Snyder LLC | 126,248 | $14.1M | 0.47% | +9,247+7.9% | Added |
| Victory Capital Management Inc | 123,030 | $13.7M | 0.01% | +26,789+27.8% | Added |
| Exencial Wealth Advisors, LLC | 118,019 | $13.2M | 0.49% | −8,128−6.4% | Reduced |
| Cresset Asset Management, LLC | 113,833 | $13.1M | 0.07% | +77,048+209.5% | Added |
| Tocqueville Asset Management L.P. | 117,493 | $13.1M | 0.21% | −1,420−1.2% | Reduced |
| Edgemoor Investment Advisors, Inc. | 112,334 | $12.5M | 1.15% | −7,349−6.1% | Reduced |
| New Vernon Capital Holdings II LLC | 1,383,244 | $12.4M | 0.29% | +1,372,407+12,664.1% | Added |
| Allspring Global Investments Holdings, LLC | 112,469 | $12.3M | 0.02% | +14,057+14.3% | Added |
| JustInvest LLC | 109,549 | $12.2M | 0.18% | +22,062+25.2% | Added |
| Neuberger Berman Group LLC | 109,130 | $12.2M | 0.01% | −3,737−3.3% | Reduced |
| Alliancebernstein L.P. | 108,725 | $12.1M | 0.00% | +61,567+130.6% | Added |
| Parkwood LLC | 106,377 | $11.9M | 1.16% | −11,614−9.8% | Reduced |
| Point72 Europe (London) LLP | 102,259 | $11.4M | 0.79% | −3,570−3.4% | Reduced |
| Advisor Group Holdings, Inc. | 101,970 | $11.4M | 0.03% | −19,103−15.8% | Reduced |
| Rockefeller Capital Management L.P. | 101,663 | $11.3M | 0.03% | −6,139−5.7% | Reduced |
| New York State Common Retirement Fund | 101,525 | $11.3M | 0.02% | −6,153−5.7% | Reduced |
| Zevin Asset Management LLC | 101,509 | $11.3M | 1.79% | +872+0.9% | Added |
| Jane Street Group, LLC | 101,458 | $11.3M | 0.02% | −41,787−29.2% | Reduced |
| Federated Hermes, Inc. | 101,076 | $11.3M | 0.02% | +12,821+14.5% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 100,478 | $11.2M | 2.72% | +3,147+3.2% | Added |
| Public Employees Retirement System of Ohio | 98,354 | $11.0M | 0.04% | +88,654+914.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 97,048 | $11.0M | 0.12% | +5,968+6.6% | Added |
| Bank of Montreal | 95,910 | $10.7M | 0.01% | −444,402−82.2% | Reduced |
| Allworth Financial LP | 94,887 | $10.5M | 0.06% | −881−0.9% | Reduced |
| Euro Pacific Asset Management, LLC | 93,961 | $10.5M | 1.90% | −1,257−1.3% | Reduced |
| American Assets Investment Management, LLC | 93,610 | $10.4M | 0.91% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 93,554 | $10.4M | 0.05% | −5,447−5.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 92,996 | $10.4M | 0.05% | +84,563+1,002.8% | Added |
| Ritholtz Wealth Management | 91,310 | $10.2M | 0.30% | −1,163−1.3% | Reduced |
| TownSquare Capital, LLC | 90,852 | $10.1M | 0.11% | +799+0.9% | Added |
| Manufacturers Life Insurance Company, The | 90,581 | $10.1M | 0.01% | −60.0% | Reduced |
| Matthew Goff Investment Advisor, LLC | 89,361 | $9.96M | 1.84% | +1,827+2.1% | Added |
| Bartlett & Co. Wealth Management LLC | 85,187 | $9.84M | 0.14% | −31,302−26.9% | Reduced |
| Osterweis Capital Management Inc | – | $9.72M | 0.48% | – | – |
| Baird Financial Group, Inc. | 85,131 | $9.49M | 0.02% | +535+0.6% | Added |
| Ethic Inc. | 85,921 | $9.42M | 0.19% | −33,752−28.2% | Reduced |
| Investment House LLC | 82,204 | $9.16M | 0.52% | −100−0.1% | Reduced |
| Eldred Rock Partners, LLC | 80,835 | $9.03M | 2.76% | +20,184+33.3% | Added |
| Tweedy, Browne Co LLC | 81,025 | $9.03M | 0.80% | −2,116−2.5% | Reduced |
| Mengis Capital Management, Inc. | 80,113 | $8.93M | 1.86% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 80,110 | $8.93M | 0.02% | +25,821+47.6% | Added |
| Gabelli Funds LLC | 79,900 | $8.91M | 0.07% | −4,600−5.4% | Reduced |
| Altrius Capital Management Inc | 79,612 | $8.88M | 2.16% | +1,829+2.4% | Added |
| Cohen Capital Management, Inc. | 78,903 | $8.80M | 1.51% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 78,529 | $8.75M | 0.32% | −3,025−3.7% | Reduced |
| Tower Bridge Advisors | 77,935 | $8.69M | 0.97% | −1,368−1.7% | Reduced |
| GWM Advisors LLC | 77,088 | $8.59M | 0.05% | −9,219−10.7% | Reduced |
| Sanctuary Advisors, LLC | 76,964 | $8.58M | 0.06% | −14,949−16.3% | Reduced |
| United Capital Financial Advisers, LLC | 76,878 | $8.57M | 0.07% | −860−1.1% | Reduced |
| Live Oak Private Wealth LLC | 76,684 | $8.55M | 1.39% | +1,207+1.6% | Added |
| Blair William & Co | 76,522 | $8.53M | 0.03% | −3,730−4.6% | Reduced |
| Reynders McVeigh Capital Management, LLC | 76,358 | $8.51M | 0.48% | −25,741−25.2% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 75,620 | $8.43M | 2.27% | +170+0.2% | Added |
| Camden National Bank | 72,308 | $8.06M | 1.20% | −1,201−1.6% | Reduced |
| CWM, LLC | 68,972 | $7.69M | 0.03% | −2,337−3.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 66,597 | $7.42M | 0.01% | +708+1.1% | Added |
| Quadrant Capital Group LLC | 64,977 | $7.24M | 0.27% | +46,877+259.0% | Added |
| Banco Santander, S.A. | 62,424 | $6.96M | 0.08% | +4,615+8.0% | Added |
| Dearborn Partners LLC | 62,173 | $6.93M | 0.33% | −228−0.4% | Reduced |
| Country Club Bank | 60,947 | $6.86M | 0.46% | −160−0.3% | Reduced |
| Brown Brothers Harriman & Co | 61,539 | $6.86M | 0.05% | −1,506−2.4% | Reduced |
| Welch & Forbes LLC | 61,294 | $6.83M | 0.09% | −1,779−2.8% | Reduced |
| Fiduciary Trust Co | 59,423 | $6.62M | 0.09% | +9,865+19.9% | Added |
| Pinnacle Associates Ltd | 58,701 | $6.54M | 0.10% | −190.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 58,465 | $6.52M | 0.02% | −46,462−44.3% | Reduced |
| Beacon Pointe Advisors, LLC | 58,467 | $6.52M | 0.07% | +14,626+33.4% | Added |
| RMB Capital Management, LLC | 55,850 | $6.23M | 0.15% | +55,850 | New |
| Kovitz Investment Group Partners, LLC | 54,162 | $6.04M | 0.03% | +1,496+2.8% | Added |
| Jarislowsky, Fraser Ltd | 54,147 | $6.04M | 0.04% | +655+1.2% | Added |
| Whittier Trust Co | 53,189 | $5.93M | 0.08% | +511+1.0% | Added |
| Bleakley Financial Group, LLC | 52,923 | $5.90M | 0.19% | −440−0.8% | Reduced |
| Monte Financial Group, LLC | 52,954 | $5.87M | 2.57% | −769−1.4% | Reduced |
| Price T Rowe Associates Inc | 52,648 | $5.87M | 0.00% | −21,240−28.7% | Reduced |
| Narwhal Capital Management | 51,982 | $5.79M | 0.52% | −1,226−2.3% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 51,939 | $5.79M | 2.06% | −460−0.9% | Reduced |
| Capital Wealth Planning, LLC | 51,460 | $5.74M | 0.05% | +12,870+33.4% | Added |
| First Manhattan Co | 49,460 | $5.70M | 0.02% | −188−0.4% | Reduced |
| Legal & General Group Plc | 51,083 | $5.69M | 0.00% | +46,497+1,013.9% | Added |
| Deutsche Bank AG | 51,042 | $5.69M | 0.00% | +2,500+5.2% | Added |
| Glassy Mountain Advisors, Inc. | 50,366 | $5.61M | 1.99% | −193−0.4% | Reduced |
| Sphera Funds Management Ltd. | 50,000 | $5.57M | 1.37% | 00.0% | Unchanged |
| Cardinal Capital Management | 47,951 | $5.53M | 0.86% | +142+0.3% | Added |
| Congress Wealth Management LLC | 49,331 | $5.50M | 0.07% | +7,302+17.4% | Added |
| Rathbone Brothers plc | 48,946 | $5.46M | 0.03% | −1,930−3.8% | Reduced |
| Pittenger & Anderson Inc | 48,270 | $5.38M | 0.20% | 00.0% | Unchanged |
| Smithbridge Asset Management Inc | 47,989 | $5.35M | 0.99% | +47,989 | New |
| Prentiss Smith & Co Inc | 47,892 | $5.34M | 3.46% | −458−0.9% | Reduced |
| Colony Group, LLC | 47,548 | $5.31M | 0.01% | +5,504+13.1% | Added |
| National Bank of Canada | 47,471 | $5.27M | 0.01% | −81,436−63.2% | Reduced |
| Trust Co of Vermont | 46,896 | $5.23M | 0.26% | −1,072−2.2% | Reduced |
| HRT Financial LP | 46,698 | $5.21M | 0.03% | −10,030−17.7% | Reduced |
| Park Avenue Securities LLC | 46,508 | $5.18M | 0.06% | +3,381+7.8% | Added |