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 |
|---|---|---|---|---|---|
| Voya Financial Advisors, Inc. | 14,293 | $1.61M | 0.18% | −95−0.7% | Reduced |
| Marco Investment Management LLC | 14,420 | $1.61M | 0.15% | −175−1.2% | Reduced |
| Compass Wealth Management LLC | 14,200 | $1.58M | 0.40% | −800−5.3% | Reduced |
| Leo Wealth, LLC | 14,170 | $1.58M | 0.23% | +2,297+19.3% | Added |
| Roberts Glore & Co Inc | 14,139 | $1.58M | 0.48% | 00.0% | Unchanged |
| Ascent Group, LLC | 14,024 | $1.56M | 0.07% | +7,176+104.8% | Added |
| Stonebridge Capital Management Inc | 13,975 | $1.56M | 0.67% | −650−4.4% | Reduced |
| Ieq Capital, LLC | 13,899 | $1.55M | 0.01% | +2,026+17.1% | Added |
| Parsons Capital Management Inc | 13,860 | $1.55M | 0.08% | +122+0.9% | Added |
| Park National Corp | 13,845 | $1.54M | 0.06% | −943−6.4% | Reduced |
| Abundance Wealth Counselors | 13,728 | $1.53M | 0.32% | +887+6.9% | Added |
| Beutel, Goodman & Co Ltd. | 13,720 | $1.53M | 0.01% | +11,045+412.9% | Added |
| Guggenheim Capital LLC | 13,715 | $1.53M | 0.01% | +1,147+9.1% | Added |
| FineMark National Bank & Trust | 13,664 | $1.52M | 0.06% | −211−1.5% | Reduced |
| Warren Averett Asset Management, LLC | 13,605 | $1.52M | 0.02% | +3,362+32.8% | Added |
| Legacy Financial Advisors, Inc. | 13,509 | $1.51M | 0.25% | −212−1.5% | Reduced |
| AIMZ Investment Advisors, LLC | 13,352 | $1.49M | 0.52% | +64+0.5% | Added |
| Delphi Management Inc | 13,299 | $1.48M | 1.51% | −1,010−7.1% | Reduced |
| Solutions 4 Wealth, Ltd | 13,215 | $1.47M | 2.60% | −602−4.4% | Reduced |
| Sepio Capital, LP | 13,179 | $1.47M | 0.12% | −489−3.6% | Reduced |
| Summit Global Investments | 13,121 | $1.46M | 0.11% | −23,033−63.7% | Reduced |
| Schechter Investment Advisors, LLC | 13,071 | $1.46M | 0.12% | −1,355−9.4% | Reduced |
| Boston Family Office LLC | 12,935 | $1.44M | 0.10% | 00.0% | Unchanged |
| IFG Advisory, LLC | 12,869 | $1.43M | 0.08% | +10,430+427.6% | Added |
| Kennedy Capital Management, Inc. | 12,845 | $1.43M | 0.03% | −2,995−18.9% | Reduced |
| Physicians Financial Services, Inc. | 12,834 | $1.43M | 0.47% | −234−1.8% | Reduced |
| Parallel Advisors, LLC | 12,831 | $1.43M | 0.03% | −1,586−11.0% | Reduced |
| Boit C F David | 12,800 | $1.43M | 0.72% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 12,786 | $1.43M | 0.19% | +655+5.4% | Added |
| Quantbot Technologies LP | 12,756 | $1.42M | 0.05% | −62,115−83.0% | Reduced |
| Quadcap Wealth Management, LLC | 12,704 | $1.42M | 0.21% | −97−0.8% | Reduced |
| Arnhold LLC | 12,636 | $1.41M | 0.14% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 12,547 | $1.40M | 0.02% | 00.0% | Unchanged |
| Strategic Global Advisors, LLC | 12,515 | $1.40M | 0.28% | −296−2.3% | Reduced |
| WSFS Capital Management, LLC | 12,486 | $1.39M | 0.08% | −398−3.1% | Reduced |
| Arjuna Capital | 12,447 | $1.39M | 0.38% | −659−5.0% | Reduced |
| TD Private Client Wealth LLC | 12,435 | $1.39M | 0.04% | −145−1.2% | Reduced |
| Baker Ellis Asset Management LLC | 12,361 | $1.38M | 0.20% | +1,034+9.1% | Added |
| Glass Wealth Management Co LLC | 12,310 | $1.37M | 0.82% | −150−1.2% | Reduced |
| Kentucky Trust Co | 12,237 | $1.36M | 0.81% | 00.0% | Unchanged |
| Brookstone Capital Management | 12,127 | $1.35M | 0.02% | +222+1.9% | Added |
| Ativo Capital Management LLC | 12,100 | $1.35M | 1.15% | −92−0.8% | Reduced |
| FSB Premier Wealth Management, Inc. | 12,088 | $1.35M | 0.53% | +793+7.0% | Added |
| Aberdeen Wealth Management LLC | 12,030 | $1.34M | 0.93% | 00.0% | Unchanged |
| Generali Investments CEE, investicni spolecnost, a.s. | 12,000 | $1.34M | 0.12% | 00.0% | Unchanged |
| Castlekeep Investment Advisors LLC | 11,971 | $1.33M | 0.69% | +382+3.3% | Added |
| Venturi Wealth Management, LLC | 11,876 | $1.32M | 0.07% | +245+2.1% | Added |
| Snowden Capital Advisors LLC | 11,446 | $1.32M | 0.04% | −1,653−12.6% | Reduced |
| Qtron Investments LLC | 11,759 | $1.31M | 0.20% | +1,114+10.5% | Added |
| Trust Co of Oklahoma | 11,749 | $1.31M | 0.45% | −149−1.3% | Reduced |
| Alyeska Investment Group, L.P. | 11,722 | $1.31M | 0.01% | +11,722 | New |
| Stock Yards Bank & Trust Co | 11,706 | $1.30M | 0.05% | −976−7.7% | Reduced |
| Silvercrest Asset Management Group LLC | 11,671 | $1.30M | 0.01% | +1,527+15.1% | Added |
| V-Square Quantitative Management LLC | 11,657 | $1.30M | 0.19% | +484+4.3% | Added |
| Smartleaf Asset Management LLC | 11,538 | $1.30M | 0.13% | +1,421+14.0% | Added |
| NBC Securities, Inc. | 11,618 | $1.29M | 0.11% | +11,608+116,080.0% | Added |
| Sandy Spring Bank | 11,593 | $1.29M | 0.05% | −681−5.5% | Reduced |
| Synovus Financial Corp | 11,575 | $1.29M | 0.02% | −878−7.1% | Reduced |
| China Universal Asset Management Co., Ltd. | 11,220 | $1.28M | 0.12% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 11,761 | $1.28M | 0.35% | +22+0.2% | Added |
| Savant Capital, LLC | 11,405 | $1.27M | 0.01% | +23+0.2% | Added |
| Greenwich Wealth Management LLC | 11,400 | $1.27M | 0.10% | −978−7.9% | Reduced |
| Holderness Investments Co | 11,382 | $1.27M | 0.30% | +376+3.4% | Added |
| Eastern Bank | 11,372 | $1.27M | 0.02% | −81,194−87.7% | Reduced |
| EP Wealth Advisors, LLC | 11,359 | $1.27M | 0.01% | −641−5.3% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 11,325 | $1.26M | 0.84% | −75−0.7% | Reduced |
| Level Four Advisory Services, LLC | 11,296 | $1.26M | 0.05% | +1,365+13.7% | Added |
| HB Wealth Management, LLC | 11,293 | $1.26M | 0.01% | +4,549+67.5% | Added |
| Bessemer Group Inc | 11,289 | $1.26M | 0.00% | +1,105+10.9% | Added |
| Mission Wealth Management, LP | 11,225 | $1.25M | 0.03% | −345−3.0% | Reduced |
| Bridgewater Advisors Inc. | 11,009 | $1.25M | 0.11% | −324−2.9% | Reduced |
| Capital Fund Management S.A. | 11,177 | $1.25M | 0.02% | +11,177 | New |
| Ellevest, Inc. | 11,137 | $1.24M | 0.08% | −4,833−30.3% | Reduced |
| King Luther Capital Management Corp | 11,068 | $1.23M | 0.01% | +693+6.7% | Added |
| Agate Pass Investment Management, LLC | 11,050 | $1.23M | 0.53% | +3,835+53.2% | Added |
| Nicholas Hoffman & Company, LLC. | 10,966 | $1.22M | 0.05% | +1,008+10.1% | Added |
| HF Advisory Group, LLC | 10,955 | $1.22M | 0.53% | +1,910+21.1% | Added |
| Williams Jones Wealth Management, LLC. | 10,933 | $1.22M | 0.02% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 10,914 | $1.22M | 0.05% | −22−0.2% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 10,901 | $1.22M | 0.04% | −939−7.9% | Reduced |
| Foyston, Gordon, & Payne Inc | 10,872 | $1.21M | 0.30% | −112−1.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 11,669 | $1.20M | 0.03% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 10,751 | $1.20M | 0.03% | −1,094−9.2% | Reduced |
| Ar Asset Management Inc | 10,750 | $1.20M | 0.27% | 00.0% | Unchanged |
| Advisory Resource Group | 10,672 | $1.19M | 0.24% | −736−6.5% | Reduced |
| Intrust Bank NA | 10,637 | $1.19M | 0.12% | −276−2.5% | Reduced |
| Pitcairn Co | 10,590 | $1.18M | 0.07% | +429+4.2% | Added |
| Flputnam Investment Management Co | 10,579 | $1.18M | 0.02% | −112−1.0% | Reduced |
| XML Financial, LLC | 10,495 | $1.17M | 0.11% | +40+0.4% | Added |
| Guyasuta Investment Advisors Inc | 10,454 | $1.17M | 0.08% | −100−0.9% | Reduced |
| Old National Bancorp | 10,443 | $1.16M | 0.03% | −3,814−26.8% | Reduced |
| Transcend Wealth Collective, LLC | 10,402 | $1.16M | 0.08% | +14+0.1% | Added |
| Sterling Capital Management LLC | 10,393 | $1.16M | 0.02% | −1,459−12.3% | Reduced |
| CX Institutional | 10,365 | $1.16M | 0.04% | −174−1.7% | Reduced |
| J.W. Cole Advisors, Inc. | 10,349 | $1.15M | 0.04% | +4,969+92.4% | Added |
| Unique Wealth Strategies, LLC | 10,292 | $1.15M | 0.52% | −115−1.1% | Reduced |
| SevenBridge Financial Group, LLC | 10,528 | $1.15M | 0.23% | −2,805−21.0% | Reduced |
| Bailard, Inc. | 10,123 | $1.13M | 0.03% | +4,160+69.8% | Added |
| Mayflower Financial Advisors, LLC | 10,121 | $1.13M | 0.17% | +140+1.4% | Added |
| Stratos Wealth Partners, LTD. | 10,069 | $1.12M | 0.02% | −2,316−18.7% | Reduced |