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 |
|---|---|---|---|---|---|
| Mezzasalma Advisors, LLC | 6,817 | $760.0K | 0.26% | −84−1.2% | Reduced |
| Resources Investment Advisors, LLC. | 6,811 | $759.3K | 0.01% | −161−2.3% | Reduced |
| Kennedy Investment Group | 6,799 | $757.9K | 0.35% | −31−0.5% | Reduced |
| Douglass Winthrop Advisors, LLC | 6,781 | $755.9K | 0.01% | −70−1.0% | Reduced |
| Cary Street Partners Financial LLC | 6,749 | $752.4K | 0.02% | −1,387−17.0% | Reduced |
| Henshaw Capital LLC | 6,724 | $749.6K | 0.03% | −812−10.8% | Reduced |
| American Trust Investment Advisors, LLC | 6,715 | $748.6K | 0.31% | +740+12.4% | Added |
| AE Wealth Management LLC | 6,709 | $747.9K | 0.01% | +488+7.8% | Added |
| Allianz Asset Management GmbH | 6,700 | $746.9K | 0.00% | +1,100+19.6% | Added |
| Bradyco, Inc. | 6,691 | $745.9K | 0.57% | −500−7.0% | Reduced |
| Buckingham Strategic Partners | 6,682 | $744.9K | 0.01% | +2,282+51.9% | Added |
| Lantz Financial LLC | 6,610 | $736.9K | 0.20% | +132+2.0% | Added |
| Summit Trail Advisors, LLC | 6,360 | $734.5K | 0.02% | +580+10.0% | Added |
| Eqis Capital Management, Inc. | 6,582 | $733.8K | 0.06% | −879−11.8% | Reduced |
| Net Worth Advisory Group | 6,582 | $733.8K | 0.23% | −469−6.7% | Reduced |
| Osprey Private Wealth LLC | 6,575 | $733.0K | 0.43% | +6,575 | New |
| Klingenstein Fields & Co LP | 6,547 | $729.9K | 0.03% | −250−3.7% | Reduced |
| Peoples Bank | 6,538 | $728.8K | 0.49% | 00.0% | Unchanged |
| GAMMA Investing LLC | 6,524 | $727.3K | 0.05% | +1,500+29.9% | Added |
| Sowell Financial Services LLC | 6,481 | $722.4K | 0.03% | +6,481 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,551 | $721.5K | 0.01% | −340−4.9% | Reduced |
| Neville Rodie & Shaw Inc | 6,460 | $720.0K | 0.06% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 6,435 | $717.4K | 0.03% | −1,342−17.3% | Reduced |
| Motco | 6,423 | $716.0K | 0.08% | −36−0.6% | Reduced |
| Stephens Inc | 6,381 | $711.4K | 0.01% | −103−1.6% | Reduced |
| 1832 Asset Management L.P. | 6,342 | $707.0K | 0.00% | +198+3.2% | Added |
| Liberty One Investment Management, LLC | 6,304 | $702.8K | 0.07% | −144−2.2% | Reduced |
| Twin Tree Management, LP | 6,299 | $702.2K | 0.02% | −24,641−79.6% | Reduced |
| Harbour Investments, Inc. | 6,291 | $701.3K | 0.02% | −1,174−15.7% | Reduced |
| TrueMark Investments, LLC | 6,275 | $699.5K | 0.18% | +6,275 | New |
| Wedmont Private Capital | 6,501 | $699.0K | 0.04% | +153+2.4% | Added |
| NTV Asset Management LLC | 6,221 | $693.5K | 0.09% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 6,186 | $689.6K | 0.23% | +50+0.8% | Added |
| Brucke Financial, Inc. | 6,052 | $686.8K | 0.60% | −69−1.1% | Reduced |
| St Germain D J Co Inc | 6,132 | $683.6K | 0.03% | −39−0.6% | Reduced |
| Principal Street Partners, LLC | 6,080 | $677.8K | 0.13% | −10.0% | Reduced |
| Jeppson Wealth Management, LLC | 6,078 | $677.6K | 0.25% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 6,054 | $674.9K | 0.30% | −156−2.5% | Reduced |
| Dakota Wealth Management | 6,052 | $674.7K | 0.02% | −293−4.6% | Reduced |
| Financial & Tax Architects, LLC | 6,030 | $672.2K | 0.17% | +508+9.2% | Added |
| Mitchell McLeod Pugh & Williams Inc | 6,019 | $671.0K | 0.14% | 00.0% | Unchanged |
| Brighton Jones LLC | 6,007 | $669.7K | 0.02% | −146−2.4% | Reduced |
| CFO4Life Group, LLC | 5,989 | $667.7K | 0.11% | −630−9.5% | Reduced |
| Centaurus Financial, Inc. | 5,974 | $666.0K | 0.04% | −291−4.6% | Reduced |
| Umb Bank N A | 5,968 | $665.3K | 0.01% | −1,451−19.6% | Reduced |
| GWN Securities Inc. | 6,058 | $662.2K | 0.04% | +6,058 | New |
| Heritage Family Offices, LLP | 5,866 | $653.9K | 0.33% | −241−3.9% | Reduced |
| Monticello Wealth Management, LLC | 5,831 | $650.0K | 0.05% | 00.0% | Unchanged |
| Burns J W & Co Inc | 5,800 | $646.6K | 0.08% | −987−14.5% | Reduced |
| Concurrent Investment Advisors, LLC | 5,795 | $646.1K | 0.02% | +1,652+39.9% | Added |
| Ignite Planners, LLC | 5,796 | $645.2K | 0.13% | +72+1.3% | Added |
| Hutner Capital Management Inc | 5,764 | $642.5K | 0.27% | −130−2.2% | Reduced |
| Penbrook Management LLC | 5,760 | $642.1K | 0.49% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 5,759 | $642.0K | 0.02% | +2,325+67.7% | Added |
| StrongBox Wealth, LLC | 5,739 | $639.8K | 0.27% | +210+3.8% | Added |
| Simon Quick Advisors, LLC | 5,732 | $639.0K | 0.04% | +1,475+34.6% | Added |
| O'Brien Greene & Co. Inc | 5,698 | $635.2K | 0.21% | 00.0% | Unchanged |
| Kennebec Savings Bank | 5,694 | $634.8K | 0.67% | +412+7.8% | Added |
| Salem Investment Counselors Inc | 5,447 | $627.9K | 0.02% | −915−14.4% | Reduced |
| Cordatus Wealth Management LLC | 5,544 | $618.0K | 0.17% | +358+6.9% | Added |
| CVA Family Office, LLC | 5,542 | $617.8K | 0.09% | −180−3.1% | Reduced |
| E&G Advisors, LP | 5,538 | $617.3K | 0.17% | −100−1.8% | Reduced |
| Private Trust Co NA | 5,534 | $617.0K | 0.06% | +358+6.9% | Added |
| Rehmann Capital Advisory Group | 5,516 | $615.0K | 0.04% | +22+0.4% | Added |
| Regions Financial Corp | 5,507 | $613.9K | 0.00% | −506−8.4% | Reduced |
| Cable Hill Partners, LLC | 5,401 | $613.0K | 0.06% | −2,784−34.0% | Reduced |
| Trust Point Inc. | 5,496 | $612.7K | 0.06% | +5,496 | New |
| Radnor Capital Management, LLC | 5,450 | $608.0K | 0.10% | 00.0% | Unchanged |
| Diversified Trust Co | 5,451 | $607.7K | 0.02% | +333+6.5% | Added |
| MB, Levis & Associates, LLC | 5,410 | $603.1K | 0.28% | 00.0% | Unchanged |
| Hemenway Trust Co LLC | 5,403 | $602.3K | 0.05% | −1,451−21.2% | Reduced |
| Modera Wealth Management, LLC | 5,401 | $602.1K | 0.01% | −375−6.5% | Reduced |
| Cullen Investment Group, Ltd. | 5,401 | $602.1K | 0.09% | −210−3.7% | Reduced |
| Fifth Third Wealth Advisors LLC | 5,389 | $600.8K | 0.03% | +1,787+49.6% | Added |
| Sivia Capital Partners, LLC | 5,378 | $599.5K | 0.28% | +75+1.4% | Added |
| Gradient Investments LLC | 5,376 | $599.3K | 0.01% | +91+1.7% | Added |
| Ariadne Wealth Management, LP | 5,512 | $599.2K | 0.31% | −582−9.6% | Reduced |
| Allen Wealth Management, LLC | 5,374 | $599.1K | 0.41% | 00.0% | Unchanged |
| Visionary Horizons, LLC | 5,360 | $597.5K | 0.42% | −720−11.8% | Reduced |
| Oarsman Capital, Inc. | 5,359 | $597.4K | 0.11% | −240−4.3% | Reduced |
| Forza Wealth Management, LLC | 5,349 | $596.3K | 0.27% | 00.0% | Unchanged |
| Auto-Owners Insurance Co | 6,393 | $592.1K | 0.02% | −38,750−85.8% | Reduced |
| Gallacher Capital Management LLC | 5,279 | $588.4K | 0.29% | +219+4.3% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,263 | $586.7K | 0.02% | −348−6.2% | Reduced |
| SCS Capital Management LLC | 5,210 | $586.4K | 0.01% | +5,210 | New |
| Axxcess Wealth Management, LLC | 5,208 | $580.6K | 0.02% | −1,875−26.5% | Reduced |
| BancorpSouth Bank | 5,191 | $578.7K | 0.04% | −22−0.4% | Reduced |
| Walleye Capital LLC | 5,158 | $575.0K | 0.01% | +5,038+4,198.3% | Added |
| Davidson Trust Co | 5,137 | $572.7K | 0.27% | −5,771−52.9% | Reduced |
| Alhambra Investment Partners LLC | 5,130 | $571.9K | 0.29% | +8+0.2% | Added |
| Circle Wealth Management, LLC | 5,119 | $570.7K | 0.01% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 5,103 | $568.9K | 0.03% | −2,094−29.1% | Reduced |
| Paloma Partners Management Co | 5,102 | $568.8K | 0.11% | +5,102 | New |
| JFS Wealth Advisors, LLC | 5,087 | $567.1K | 0.04% | +178+3.6% | Added |
| Capital Analysts, LLC | 5,083 | $567.0K | 0.02% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 5,080 | $566.3K | 0.07% | −800−13.6% | Reduced |
| SG Americas Securities, LLC | 5,050 | $563.0K | 0.00% | −5,298−51.2% | Reduced |
| Nilsine Partners, LLC | 5,018 | $559.4K | 0.06% | −346−6.5% | Reduced |
| Northwest Capital Management Inc | 5,000 | $557.4K | 0.23% | 00.0% | Unchanged |
| Corient IA LLC | 5,000 | $557.4K | 0.40% | +5,000 | New |