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 |
|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 24,336 | $2.71M | 0.05% | −1,604−6.2% | Reduced |
| Tealwood Asset Management Inc | 24,312 | $2.71M | 1.25% | +63+0.3% | Added |
| Fifth Third Bancorp | 23,925 | $2.67M | 0.01% | −20,417−46.0% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 23,885 | $2.66M | 0.38% | +3,149+15.2% | Added |
| Commerce Bank | 23,813 | $2.65M | 0.02% | +2,581+12.2% | Added |
| Fca Corp | 23,550 | $2.63M | 0.84% | −664−2.7% | Reduced |
| apricus wealth, LLC | 23,308 | $2.60M | 1.55% | +1,495+6.9% | Added |
| We Are One Seven, LLC | 23,307 | $2.60M | 0.10% | −4,403−15.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 23,283 | $2.60M | 0.01% | −13,780−37.2% | Reduced |
| Choate Investment Advisors | 23,111 | $2.58M | 0.06% | −13,572−37.0% | Reduced |
| AMG National Trust Bank | 22,856 | $2.55M | 0.07% | +200+0.9% | Added |
| AQR Capital Management LLC | 22,573 | $2.52M | 0.00% | +11,444+102.8% | Added |
| MAI Capital Management | 22,468 | $2.50M | 0.02% | −1,593−6.6% | Reduced |
| Huntington National Bank | 22,459 | $2.50M | 0.02% | −1,354−5.7% | Reduced |
| National Asset Management, Inc. | 22,453 | $2.50M | 0.08% | +2,684+13.6% | Added |
| Procyon Private Wealth Partners, LLC | 22,374 | $2.49M | 0.15% | +1,721+8.3% | Added |
| Cascade Investment Advisors, Inc. | 22,235 | $2.48M | 1.68% | −360−1.6% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 22,225 | $2.48M | 1.16% | +41+0.2% | Added |
| Kestra Private Wealth Services, LLC | 22,151 | $2.47M | 0.04% | +5,371+32.0% | Added |
| Denali Advisors LLC | 21,936 | $2.45M | 0.28% | −176−0.8% | Reduced |
| Kahn Brothers Group Inc | 21,909 | $2.44M | 0.49% | +728+3.4% | Added |
| Prospera Financial Services Inc | 21,885 | $2.44M | 0.06% | +4,274+24.3% | Added |
| Atomi Financial Group, Inc. | 21,761 | $2.43M | 0.11% | +5,828+36.6% | Added |
| Gluskin Sheff & Assoc Inc | 21,750 | $2.42M | 0.31% | +4,050+22.9% | Added |
| Arvest Bank Trust Division | 21,642 | $2.41M | 0.15% | −737−3.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 21,213 | $2.36M | 0.20% | +58+0.3% | Added |
| Blue Square Asset Management, LLC | 21,194 | $2.36M | 1.27% | −343−1.6% | Reduced |
| Integrated Wealth Concepts LLC | 21,155 | $2.36M | 0.03% | −2,940−12.2% | Reduced |
| Morningstar Investment Services LLC | 20,997 | $2.34M | 0.43% | −18,739−47.2% | Reduced |
| Family Management Corp | 20,933 | $2.33M | 0.39% | +806+4.0% | Added |
| Everett Harris & Co | 20,813 | $2.32M | 0.03% | −235−1.1% | Reduced |
| Beacon Financial Group | 20,648 | $2.30M | 0.25% | −982−4.5% | Reduced |
| Coastline Trust Co | 20,621 | $2.30M | 0.29% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 20,309 | $2.26M | 0.03% | −4,333−17.6% | Reduced |
| Merit Financial Group, LLC | 19,978 | $2.23M | 0.03% | +9,187+85.1% | Added |
| Prime Capital Investment Advisors, LLC | 19,559 | $2.18M | 0.03% | +1,144+6.2% | Added |
| Ipswich Investment Management Co., Inc. | 19,462 | $2.17M | 0.54% | −765−3.8% | Reduced |
| Cloverfields Capital Group, LP | 19,295 | $2.15M | 0.71% | −83−0.4% | Reduced |
| Old Port Advisors | 19,262 | $2.15M | 0.64% | −284−1.5% | Reduced |
| Optimist Retirement Group LLC | 19,203 | $2.14M | 1.07% | +137+0.7% | Added |
| Trust Co of Toledo NA | 19,145 | $2.13M | 0.28% | −260−1.3% | Reduced |
| Johnson Investment Counsel Inc | 19,106 | $2.13M | 0.02% | +816+4.5% | Added |
| Foster & Motley Inc | 18,939 | $2.11M | 0.13% | +222+1.2% | Added |
| Clearstead Advisors, LLC | 18,916 | $2.11M | 0.03% | −107−0.6% | Reduced |
| West Oak Capital, LLC | 18,913 | $2.11M | 0.82% | +135+0.7% | Added |
| Kathmere Capital Management, LLC | 18,742 | $2.09M | 0.18% | +5,788+44.7% | Added |
| NorthCrest Asset Manangement, LLC | 18,555 | $2.07M | 0.06% | −1,263−6.4% | Reduced |
| WCG Wealth Advisors LLC | 18,433 | $2.05M | 0.16% | −1,931−9.5% | Reduced |
| Abbot Financial Management, Inc. | 18,429 | $2.05M | 1.07% | −460−2.4% | Reduced |
| Evergreen Capital Management LLC | 17,718 | $2.04M | 0.07% | +252+1.4% | Added |
| Barclays PLC | 18,273 | $2.04M | 0.00% | +16,959+1,290.6% | Added |
| Checchi Capital Advisers, LLC | 18,215 | $2.03M | 0.14% | +903+5.2% | Added |
| Walleye Trading LLC | 18,026 | $2.01M | 0.06% | −4,989−21.7% | Reduced |
| Independent Investors Inc | 17,900 | $2.00M | 0.42% | 00.0% | Unchanged |
| Csenge Advisory Group | 17,976 | $1.99M | 0.11% | +1,581+9.6% | Added |
| Fox Run Management, L.L.C. | 17,840 | $1.99M | 0.31% | +3,351+23.1% | Added |
| Lester Murray Antman dba SimplyRich | 17,776 | $1.98M | 0.57% | +1,884+11.9% | Added |
| Marietta Investment Partners LLC | 17,704 | $1.97M | 0.48% | −110−0.6% | Reduced |
| Headinvest, LLC | 17,691 | $1.97M | 0.38% | −160−0.9% | Reduced |
| Jamison Private Wealth Management, Inc. | 17,678 | $1.97M | 0.30% | −720−3.9% | Reduced |
| Greenleaf Trust | 17,624 | $1.96M | 0.02% | −169−0.9% | Reduced |
| Atlantic Union Bankshares Corp | 17,588 | $1.96M | 0.12% | +85+0.5% | Added |
| Triasima Portfolio Management inc. | 17,465 | $1.95M | 0.38% | −3,033−14.8% | Reduced |
| TD Asset Management Inc | 17,429 | $1.94M | 0.00% | +1,374+8.6% | Added |
| Benedict Financial Advisors Inc | 17,427 | $1.94M | 0.45% | +601+3.6% | Added |
| Nichols & Pratt Advisers LLP | 17,422 | $1.94M | 0.13% | −300−1.7% | Reduced |
| Russell Investments Group, Ltd. | 17,047 | $1.90M | 0.00% | +6,977+69.3% | Added |
| Patten Group, Inc. | 16,970 | $1.89M | 0.43% | +629+3.8% | Added |
| Perigon Wealth Management, LLC | 16,896 | $1.88M | 0.05% | −350−2.0% | Reduced |
| Altman Advisors, Inc. | 16,453 | $1.87M | 0.86% | +509+3.2% | Added |
| Advisors Management Group Inc | 16,728 | $1.86M | 0.41% | −294−1.7% | Reduced |
| Callan Capital, LLC | 16,685 | $1.86M | 0.14% | +5,366+47.4% | Added |
| Lido Advisors, LLC | 16,120 | $1.86M | 0.01% | −58−0.4% | Reduced |
| Palisade Asset Management, LLC | 16,624 | $1.85M | 0.19% | 00.0% | Unchanged |
| Rothschild Investment LLC | 16,533 | $1.84M | 0.12% | −149−0.9% | Reduced |
| Dynamic Advisor Solutions LLC | 16,516 | $1.84M | 0.06% | −20−0.1% | Reduced |
| Aptus Capital Advisors, LLC | 16,398 | $1.83M | 0.02% | +372+2.3% | Added |
| CIBC Asset Management Inc | 16,386 | $1.80M | 0.01% | −2,723−14.2% | Reduced |
| Ascent Wealth Partners, LLC | 16,141 | $1.80M | 0.24% | −62−0.4% | Reduced |
| Somerville Kurt F | 16,093 | $1.79M | 0.31% | −1,035−6.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 16,048 | $1.79M | 0.10% | −90−0.6% | Reduced |
| Empowered Funds, LLC | 15,825 | $1.76M | 0.03% | +15,825 | New |
| Empire Financial Management Company, LLC | 15,695 | $1.75M | 0.54% | +422+2.8% | Added |
| Arvest Investments, Inc. | 15,555 | $1.73M | 0.27% | −821−5.0% | Reduced |
| BTC Capital Management, Inc. | 15,383 | $1.71M | 0.16% | +473+3.2% | Added |
| Farther Finance Advisors, LLC | 15,628 | $1.71M | 0.04% | +3,389+27.7% | Added |
| Hantz Financial Services, Inc. | 15,302 | $1.71M | 0.03% | −562−3.5% | Reduced |
| IAM Advisory, LLC | 15,196 | $1.69M | 0.44% | +36+0.2% | Added |
| DGS Capital Management, LLC | 15,072 | $1.68M | 0.44% | +2,471+19.6% | Added |
| Lowe Brockenbrough & Co Inc | 14,522 | $1.68M | 0.11% | −221−1.5% | Reduced |
| Mosaic Financial Group, LLC | 14,986 | $1.67M | 1.36% | −93−0.6% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 14,975 | $1.67M | 0.05% | +314+2.1% | Added |
| Squarepoint Ops LLC | 14,951 | $1.67M | 0.00% | +11,205+299.1% | Added |
| Campbell & CO Investment Adviser LLC | 14,940 | $1.67M | 0.13% | −84,674−85.0% | Reduced |
| First Horizon Advisors, Inc. | 14,939 | $1.67M | 0.05% | +494+3.4% | Added |
| Highland Capital Management, LLC | 14,862 | $1.66M | 0.10% | −1,250−7.8% | Reduced |
| Great Valley Advisor Group, Inc. | 14,593 | $1.63M | 0.04% | −28,462−66.1% | Reduced |
| Aaron Wealth Advisors | 14,574 | $1.62M | 0.19% | +457+3.2% | Added |
| Northstar Asset Management LLC | 14,475 | $1.61M | 0.39% | −400−2.7% | Reduced |
| Pine Valley Investments Ltd Liability Co | 14,437 | $1.61M | 0.10% | −600−4.0% | Reduced |