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, Q2 2025
Institutional positions in Novartis AG as of Jun 30, 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
- 1,387
- +44 vs. Q1 2025
- Shares held
- 133.5M
- −5.16M (−3.7%) vs. Q1 2025
- Total value
- $16.2B
- +$826.1M (+5.4%) vs. Q1 2025
- New holders
- 120
- 494 more added
- Sold out
- 76
- 478 more reduced
18 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Novartis AG; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dodge & Cox | 10,647,629 | $1.29B | 0.72% | −1,170,473−9.9% | Reduced |
| Primecap Management Co | 10,401,434 | $1.26B | 1.00% | +18,555+0.2% | Added |
| Dimensional Fund Advisors LP | 9,060,895 | $1.10B | 0.25% | +454,171+5.3% | Added |
| Morgan Stanley | 7,559,488 | $914.8M | 0.06% | +503,577+7.1% | Added |
| Fisher Asset Management, LLC | 7,121,414 | $861.8M | 0.34% | +358,282+5.3% | Added |
| Loomis Sayles & Co L P | 5,581,576 | $675.4M | 0.85% | +78,483+1.4% | Added |
| Bank of America Corp | 4,527,488 | $547.9M | 0.04% | −186,854−4.0% | Reduced |
| Franklin Resources Inc | 4,239,426 | $513.0M | 0.14% | −713,897−14.4% | Reduced |
| Goldman Sachs Group Inc | 2,541,872 | $307.6M | 0.05% | −1,118,613−30.6% | Reduced |
| Wellington Management Group LLP | 2,502,395 | $302.8M | 0.05% | −488,931−16.3% | Reduced |
| BlackRock, Inc. | 2,321,155 | $280.9M | 0.01% | +153,265+7.1% | Added |
| Renaissance Technologies LLC | 2,298,151 | $278.1M | 0.37% | +10,900+0.5% | Added |
| Principal Financial Group Inc | 2,291,880 | $277.3M | 0.15% | −101,139−4.2% | Reduced |
| Northern Trust Corp | 2,202,816 | $266.6M | 0.04% | +22,535+1.0% | Added |
| Janus Henderson Group PLC | 2,178,822 | $263.7M | 0.13% | −57,079−2.6% | Reduced |
| Cullen Capital Management LLC | 2,096,852 | $253.7M | 2.89% | −11,832−0.6% | Reduced |
| Wells Fargo & Company | 1,863,268 | $225.5M | 0.05% | −32,693−1.7% | Reduced |
| Envestnet Asset Management Inc | 1,736,891 | $210.2M | 0.06% | +128,302+8.0% | Added |
| State Street Corp | 1,597,830 | $195.6M | 0.01% | +12,345+0.8% | Added |
| FMR LLC | 1,540,963 | $186.5M | 0.01% | +73,947+5.0% | Added |
| Marshall Wace, LLP | 1,431,814 | $173.3M | 0.21% | −961−0.1% | Reduced |
| UBS Group AG | 1,356,826 | $164.2M | 0.03% | −346,876−20.4% | Reduced |
| Scharf Investments, LLC | 1,262,444 | $152.8M | 4.40% | +3,805+0.3% | Added |
| Chevy Chase Trust Holdings, Inc. | 1,135,326 | $137.4M | 0.40% | +33,954+3.1% | Added |
| Raymond James Financial Inc | 927,314 | $112.2M | 0.04% | +30,950+3.5% | Added |
| Balyasny Asset Management LLC | 876,956 | $106.1M | 0.24% | +303,553+52.9% | Added |
| Natixis Advisors, L.P. | 860,998 | $104.2M | 0.17% | −10,972−1.3% | Reduced |
| Earnest Partners LLC | 850,207 | $102.9M | 0.46% | +25,836+3.1% | Added |
| Millennium Management LLC | 840,771 | $101.7M | 0.09% | +417,088+98.4% | Added |
| Clark Capital Management Group, Inc. | 830,970 | $100.6M | 0.70% | +238,725+40.3% | Added |
| Truist Financial Corp | 798,467 | $96.6M | 0.14% | +28,726+3.7% | Added |
| Point72 Asset Management, L.P. | 746,706 | $90.4M | 0.21% | −335,669−31.0% | Reduced |
| Ameriprise Financial Inc | 631,131 | $76.4M | 0.02% | +244,037+63.0% | Added |
| Bristol John W & Co Inc | 592,281 | $71.7M | 1.16% | −1,445−0.2% | Reduced |
| American Century Companies Inc | 588,361 | $71.2M | 0.04% | +231,914+65.1% | Added |
| Bank of Montreal | 564,990 | $68.4M | 0.03% | +469,080+489.1% | Added |
| Optiver Holding B.V. | 515,173 | $62.3M | 1.68% | +473,508+1,136.5% | Added |
| SEI Investments Co | 511,747 | $61.9M | 0.07% | −58,288−10.2% | Reduced |
| Royal Bank of Canada | 503,799 | $61.0M | 0.01% | −39,433−7.3% | Reduced |
| Harvest Portfolios Group Inc. | 492,568 | $59.6M | 1.39% | −11,070−2.2% | Reduced |
| CIBC Private Wealth Group, LLC | 477,344 | $57.8M | 0.10% | +9,859+2.1% | Added |
| LPL Financial LLC | 460,093 | $55.7M | 0.02% | −5,902−1.3% | Reduced |
| JPMorgan Chase & Co | 455,317 | $55.1M | 0.00% | −88,021−16.2% | Reduced |
| CI Private Wealth, LLC | 452,823 | $54.8M | 0.08% | −10,257−2.2% | Reduced |
| NewEdge Wealth, LLC | 465,916 | $54.0M | 0.85% | +34,078+7.9% | Added |
| First Trust Advisors LP | 419,034 | $50.7M | 0.04% | −35,429−7.8% | Reduced |
| Todd Asset Management LLC | 415,901 | $50.3M | 1.08% | +19,391+4.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 402,360 | $48.7M | 0.17% | −25,558−6.0% | Reduced |
| Van Eck Associates Corp | 399,485 | $48.3M | 0.05% | +76,106+23.5% | Added |
| Creative Planning | 398,258 | $48.2M | 0.04% | +11,267+2.9% | Added |
| TCTC Holdings, LLC | 391,636 | $47.4M | 1.52% | −1310.0% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 352,695 | $42.7M | 0.13% | −39,456−10.1% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 340,919 | $41.3M | 1.94% | +2,662+0.8% | Added |
| Cerity Partners LLC | 338,755 | $41.0M | 0.07% | +1,382+0.4% | Added |
| Two Sigma Investments, LP | 334,499 | $40.5M | 0.07% | +254,389+317.5% | Added |
| D.A. Davidson & Co. | 330,621 | $40.0M | 0.28% | −68,710−17.2% | Reduced |
| Assetmark, Inc | 319,908 | $38.7M | 0.09% | +50,968+19.0% | Added |
| Bank of New York Mellon Corp | 316,360 | $38.3M | 0.01% | −225,937−41.7% | Reduced |
| Saturna Capital CORP | 315,876 | $38.2M | 0.52% | −4,290−1.3% | Reduced |
| Harding Loevner LP | 313,527 | $37.9M | 0.26% | +313,527 | New |
| Janney Montgomery Scott LLC | 310,389 | $37.6M | 0.10% | +86,351+38.5% | Added |
| Cookson Peirce & Co Inc | 267,535 | $32.4M | 1.42% | +45,408+20.4% | Added |
| Midwest Trust Co | 266,893 | $32.3M | 0.45% | +266,893 | New |
| O'Shaughnessy Asset Management, LLC | 264,985 | $32.1M | 0.22% | +9,388+3.7% | Added |
| Teachers Retirement System of the State of Kentucky | 253,850 | $30.7M | 0.25% | +7,600+3.1% | Added |
| Stifel Financial Corp | 243,345 | $29.4M | 0.03% | +11,488+5.0% | Added |
| HighTower Advisors, LLC | 242,660 | $29.4M | 0.04% | +4,819+2.0% | Added |
| Brandes Investment Partners, LP | 239,282 | $29.0M | 0.26% | +14,275+6.3% | Added |
| Mariner, LLC | 227,371 | $27.5M | 0.04% | +11,375+5.3% | Added |
| Parkwood LLC | 227,300 | $27.5M | 2.53% | +120,923+113.7% | Added |
| US Bancorp | 223,060 | $27.0M | 0.03% | −22,670−9.2% | Reduced |
| Charles Schwab Investment Management Inc | 222,630 | $26.9M | 0.00% | +37,027+19.9% | Added |
| First Financial Bankshares Inc | 221,898 | $26.9M | 0.60% | +4,479+2.1% | Added |
| Martin Investment Management, LLC | 219,258 | $26.5M | 6.80% | −13,495−5.8% | Reduced |
| Citigroup Inc | 214,021 | $25.9M | 0.02% | −23,338−9.8% | Reduced |
| Oppenheimer Asset Management Inc. | 209,522 | $25.4M | 0.29% | −2,794−1.3% | Reduced |
| The PNC Financial Services Group, Inc. | 208,817 | $25.3M | 0.02% | −11,362−5.2% | Reduced |
| Abc Arbitrage SA | 208,708 | $25.3M | 2.88% | +208,708 | New |
| Integral Health Asset Management, LLC | 200,000 | $24.2M | 2.26% | −50,000−20.0% | Reduced |
| Invesco Ltd. | 199,958 | $24.2M | 0.00% | +7,409+3.8% | Added |
| Commonwealth Equity Services, LLC | 199,413 | $24.1M | 0.03% | −15,183−7.1% | Reduced |
| Quantinno Capital Management LP | 198,749 | $24.1M | 0.10% | +39,102+24.5% | Added |
| Promethos Capital, LLC | 197,585 | $23.9M | 8.07% | +9,940+5.3% | Added |
| Managed Asset Portfolios, LLC | 197,040 | $23.8M | 3.10% | +2,290+1.2% | Added |
| Godsey & Gibb Associates | 196,287 | $23.8M | 2.22% | +830+0.4% | Added |
| QRG Capital Management, Inc. | 191,635 | $23.2M | 0.20% | +5,767+3.1% | Added |
| MML Investors Services, LLC | 191,161 | $23.1M | 0.07% | +21,312+12.5% | Added |
| Brown Advisory Inc | 190,121 | $23.0M | 0.03% | −4,046−2.1% | Reduced |
| Point72 Europe (London) LLP | 186,051 | $22.5M | 1.16% | +83,792+81.9% | Added |
| Advisor Group Holdings, Inc. | 181,477 | $21.4M | 0.04% | +79,507+78.0% | Added |
| Jones Financial Companies LLLP | 173,116 | $20.8M | 0.02% | +17,671+11.4% | Added |
| Douglas Lane & Associates, LLC | 165,271 | $20.0M | 0.29% | −4,204−2.5% | Reduced |
| Foresight Global Investors, Inc. | 164,924 | $20.0M | 14.17% | −22,901−12.2% | Reduced |
| Grandfield & Dodd, LLC | 162,307 | $19.6M | 1.15% | −918−0.6% | Reduced |
| CIBC World Markets Inc. | 158,998 | $19.2M | 0.04% | −1,704,000−91.5% | Reduced |
| M&T Bank Corp | 158,678 | $19.2M | 0.07% | −547−0.3% | Reduced |
| Oak Associates, Ltd | 157,880 | $19.1M | 1.25% | +5,481+3.6% | Added |
| Kovitz Investment Group Partners, LLC | 152,066 | $18.4M | 0.08% | +97,904+180.8% | Added |
| Captrust Financial Advisors | 151,265 | $18.3M | 0.04% | +11,674+8.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 146,533 | $17.9M | 0.03% | +5,780+4.1% | Added |