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 |
|---|---|---|---|---|---|
| Seeds Investor LLC | 4,999 | $557.3K | 0.16% | −221−4.2% | Reduced |
| Chicago Trust Co NA | 4,994 | $556.7K | 0.10% | +707+16.5% | Added |
| BXM Wealth LLC | 4,975 | $555.0K | 0.67% | −30−0.6% | Reduced |
| Patton Albertson Miller Group, LLC | 4,964 | $553.4K | 0.08% | −465−8.6% | Reduced |
| Valley Brook Capital Group | 4,959 | $552.8K | 0.43% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,946 | $551.4K | 0.02% | −6,313−56.1% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 4,916 | $548.0K | 0.30% | 00.0% | Unchanged |
| Sigma Planning Corp | 4,875 | $547.3K | 0.02% | +657+15.6% | Added |
| First American Trust, FSB | 4,907 | $547.0K | 0.05% | 00.0% | Unchanged |
| Thornburg Investment Management Inc | 4,889 | $545.0K | 0.01% | −2,911−37.3% | Reduced |
| Goldstone Financial Group, LLC | 4,873 | $543.2K | 0.08% | −273−5.3% | Reduced |
| North Star Asset Management Inc | 4,776 | $532.4K | 0.02% | −100−2.1% | Reduced |
| Lazard Asset Management LLC | 4,727 | $526.0K | 0.00% | −59−1.2% | Reduced |
| Abel Hall, LLC | 4,714 | $525.6K | 0.32% | +922+24.3% | Added |
| Guerra Advisors Inc | 4,702 | $524.2K | 0.29% | +4,702 | New |
| AlphaCore Capital LLC | 4,700 | $524.0K | 0.04% | +4,700 | New |
| Cullinan Associates Inc | 4,700 | $524.0K | 0.04% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 4,689 | $522.7K | 0.31% | +63+1.4% | Added |
| Mesirow Financial Investment Management, Inc. | 4,673 | $520.9K | 0.01% | −100−2.1% | Reduced |
| Mraz, Amerine & Associates, Inc. | 4,592 | $516.9K | 0.09% | 00.0% | Unchanged |
| Rossmore Private Capital | 4,627 | $515.8K | 0.06% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 4,622 | $515.3K | 0.08% | −495−9.7% | Reduced |
| Grimes & Company, Inc. | 4,622 | $515.2K | 0.02% | +135+3.0% | Added |
| Cyndeo Wealth Partners, LLC | 4,620 | $515.0K | 0.03% | −105−2.2% | Reduced |
| Stablepoint Partners, LLC | 4,549 | $507.1K | 0.09% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 4,538 | $505.9K | 0.12% | +377+9.1% | Added |
| Marino, Stram & Associates LLC | 4,537 | $505.7K | 0.11% | −105−2.3% | Reduced |
| Independent Advisor Alliance | 4,534 | $505.4K | 0.02% | +172+3.9% | Added |
| Atlas Capital Advisors LLC | 4,532 | $505.2K | 0.06% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 4,528 | $505.0K | 0.07% | +3,903+624.5% | Added |
| Essex Savings Bank | 4,526 | $504.6K | 0.12% | +591+15.0% | Added |
| Clear Harbor Asset Management, LLC | 4,493 | $500.9K | 0.04% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 4,478 | $499.2K | 0.05% | −144−3.1% | Reduced |
| Beddow Capital Management Inc | 4,465 | $498.0K | 0.19% | −125−2.7% | Reduced |
| Washington Trust Co | 4,465 | $497.8K | 0.02% | −200−4.3% | Reduced |
| Parkside Financial Bank & Trust | 4,457 | $496.8K | 0.06% | +742+20.0% | Added |
| Altus Wealth Group LLC | 4,439 | $494.9K | 0.23% | +4,439 | New |
| Mill Capital Management, LLC | 4,438 | $494.7K | 0.04% | −413−8.5% | Reduced |
| Tranquilli Financial Advisor LLC | 4,438 | $494.7K | 0.31% | +103+2.4% | Added |
| Bedel Financial Consulting, Inc. | 4,445 | $491.4K | 0.07% | 00.0% | Unchanged |
| Violich Capital Management, Inc. | 4,397 | $490.0K | 0.07% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 4,391 | $489.5K | 0.09% | −20−0.5% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 4,453 | $487.4K | 0.11% | +171+4.0% | Added |
| Meridian Wealth Management, LLC | 4,370 | $487.2K | 0.02% | +209+5.0% | Added |
| CNB Bank | 4,361 | $486.2K | 0.25% | −1,761−28.8% | Reduced |
| Strategic Investment Advisors | 4,361 | $486.2K | 0.05% | −318−6.8% | Reduced |
| Summit Financial, LLC | 4,320 | $481.5K | 0.01% | −195−4.3% | Reduced |
| Baker Tilly Wealth Management, LLC | 4,319 | $481.5K | 0.19% | +535+14.1% | Added |
| Verity Asset Management, Inc. | 4,287 | $477.9K | 0.19% | 00.0% | Unchanged |
| Broderick Brian C | 4,273 | $476.4K | 0.10% | −3,800−47.1% | Reduced |
| Wealth Group, Ltd. | 4,270 | $476.0K | 0.31% | −59−1.4% | Reduced |
| Cromwell Holdings LLC | 4,117 | $475.4K | 0.31% | +199+5.1% | Added |
| Curbstone Financial Management Corp | 4,256 | $474.5K | 0.10% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 4,247 | $473.5K | 0.03% | 00.0% | Unchanged |
| Seven Mile Advisory | 4,242 | $472.9K | 0.32% | +655+18.3% | Added |
| Causeway Capital Management LLC | 4,236 | $472.2K | 0.01% | −1,630−27.8% | Reduced |
| Pinnacle West Asset Management, Inc. | 4,230 | $472.0K | 0.34% | +75+1.8% | Added |
| Helen Stephens Group, LLC | 4,222 | $470.7K | 0.13% | 00.0% | Unchanged |
| GTS Securities LLC | 4,209 | $469.2K | 0.02% | −5,441−56.4% | Reduced |
| May Hill Capital, LLC | 4,190 | $467.1K | 0.18% | +1,466+53.8% | Added |
| StoneX Group Inc. | 4,085 | $466.4K | 0.03% | +1,843+82.2% | Added |
| Community Financial Services Group, LLC | 4,167 | $464.5K | 0.10% | −49,785−92.3% | Reduced |
| Wealthspire Advisors, LLC | 4,129 | $460.3K | 0.00% | +1,319+46.9% | Added |
| Private Wealth Asset Management, LLC | 4,122 | $459.5K | 0.07% | +4,122 | New |
| Cambiar Investors LLC | 4,113 | $458.5K | 0.02% | −117,862−96.6% | Reduced |
| HM Payson & Co | 4,112 | $458.4K | 0.01% | +50+1.2% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 4,112 | $458.4K | 0.04% | +49+1.2% | Added |
| Benjamin Edwards Inc | 4,094 | $456.4K | 0.01% | −32,839−88.9% | Reduced |
| YHB Investment Advisors, Inc. | 4,093 | $456.3K | 0.04% | +570+16.2% | Added |
| Argyle Capital Partners, LLC | 4,061 | $452.7K | 0.39% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 4,049 | $451.4K | 0.16% | +453+12.6% | Added |
| S.A. Mason LLC | 4,040 | $450.4K | 0.24% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 4,014 | $447.4K | 0.01% | −189−4.5% | Reduced |
| American National Bank | 4,007 | $446.7K | 0.05% | −89−2.2% | Reduced |
| RiverFront Investment Group, LLC | 3,970 | $442.6K | 0.01% | +3,970 | New |
| SRS Capital Advisors, Inc. | 3,957 | $441.1K | 0.03% | +2,920+281.6% | Added |
| Texas Yale Capital Corp. | 3,952 | $440.6K | 0.02% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 3,933 | $438.5K | 0.06% | +72+1.9% | Added |
| Mission Financial Group, LLC | 2,862 | $437.2K | 0.41% | +2,862 | New |
| Aureus Asset Management, LLC | 3,918 | $436.8K | 0.03% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 3,905 | $435.3K | 0.29% | 00.0% | Unchanged |
| McDaniel Terry & Co | 3,895 | $434.0K | 0.04% | −45−1.1% | Reduced |
| Traveka Wealth, LLC | 3,871 | $431.5K | 0.24% | +567+17.2% | Added |
| Lindbrook Capital, LLC | 3,864 | $430.8K | 0.04% | +48+1.3% | Added |
| GeoWealth Management, LLC | 3,861 | $430.4K | 0.02% | −3,057−44.2% | Reduced |
| Cohen Investment Advisors LLC | 3,858 | $430.1K | 0.25% | +44+1.2% | Added |
| Point72 Hong Kong Ltd | 3,842 | $428.3K | 0.03% | +3,842 | New |
| Natural Investments, LLC | 3,839 | $427.0K | 0.12% | −12−0.3% | Reduced |
| Central Pacific Bank - Trust Division | 3,800 | $423.6K | 0.06% | −300−7.3% | Reduced |
| Beck Mack & Oliver LLC | 3,800 | $423.6K | 0.01% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 3,795 | $423.1K | 0.06% | +108+2.9% | Added |
| Hollow Brook Wealth Management LLC | 3,788 | $422.3K | 0.12% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 3,750 | $418.1K | 0.08% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 3,737 | $416.6K | 0.03% | +498+15.4% | Added |
| Glenview Trust Co | 3,716 | $414.3K | 0.01% | +10.0% | Added |
| Resonant Capital Advisors, LLC | 3,589 | $413.7K | 0.03% | +913+34.1% | Added |
| Newman Dignan & Sheerar, Inc. | 3,699 | $412.4K | 0.11% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 3,698 | $412.3K | 0.05% | −10.0% | Reduced |
| Pinnacle Financial Partners Inc | 3,740 | $411.3K | 0.01% | −1,083−22.5% | Reduced |
| Financial Engines Advisors L.L.C. | 3,682 | $410.7K | 0.00% | +42+1.2% | Added |