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Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2025: 1,387 institutions
Q1 2021: 1,138 institutionsQ2 2021: 1,123 institutionsQ3 2021: 1,083 institutionsQ4 2021: 1,147 institutionsQ1 2022: 1,137 institutionsQ2 2022: 1,142 institutionsQ3 2022: 1,088 institutionsQ4 2022: 1,183 institutionsQ1 2023: 1,182 institutionsQ2 2023: 1,203 institutionsQ3 2023: 1,225 institutionsQ4 2023: 1,274 institutionsQ1 2024: 1,254 institutionsQ2 2024: 1,309 institutionsQ3 2024: 1,314 institutionsQ4 2024: 1,345 institutionsQ1 2025: 1,361 institutionsQ2 2025: 1,387 institutionsQ3 2025: 1,405 institutionsQ4 2025: 1,515 institutionsQ1 2026: 1,605 institutionsQ2 2026: 1,626 institutions
Value heldQ2 2025: $16.2B
Q1 2021: $18.7BQ2 2021: $19.8BQ3 2021: $18.0BQ4 2021: $18.5BQ1 2022: $18.3BQ2 2022: $16.9BQ3 2022: $13.7BQ4 2022: $15.5BQ1 2023: $15.2BQ2 2023: $14.9BQ3 2023: $15.1BQ4 2023: $14.2BQ1 2024: $13.6BQ2 2024: $14.7BQ3 2024: $15.2BQ4 2024: $12.7BQ1 2025: $15.4BQ2 2025: $16.2BQ3 2025: $17.2BQ4 2025: $18.4BQ1 2026: $22.0BQ2 2026: $21.3B
Institutions holding NVS and their total value by quarter
QuarterHoldersValue
Q2 20261,626$21.3B
Q1 20261,605$22.0B
Q4 20251,515$18.4B
Q3 20251,405$17.2B
Q2 20251,387$16.2B
Q1 20251,361$15.4B
Q4 20241,345$12.7B
Q3 20241,314$15.2B
Q2 20241,309$14.7B
Q1 20241,254$13.6B
Q4 20231,274$14.2B
Q3 20231,225$15.1B
Q2 20231,203$14.9B
Q1 20231,182$15.2B
Q4 20221,183$15.5B
Q3 20221,088$13.7B
Q2 20221,142$16.9B
Q1 20221,137$18.3B
Q4 20211,147$18.5B
Q3 20211,083$18.0B
Q2 20211,123$19.8B
Q1 20211,138$18.7B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Novartis AG; share changes are against Q1 2025.

Institutions holding NVS in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Total Investment Management Inc1$1210.00%+1New
Blume Capital Management, Inc.1$1220.00%+1New
Financial Freedom, LLC3$3970.00%00.0%Unchanged
Arlington Trust Co LLC5$6050.00%+5New
Bridge Generations Wealth Management LLC5$6060.00%00.0%Unchanged
Rakuten Securities, Inc.6$7260.00%−10−62.5%Reduced
Kestra Investment Management, LLC8$8920.00%00.0%Unchanged
Gold Investment Management Ltd.10$1.23K0.00%00.0%Unchanged
Winch Advisory Services, LLC11$1.37K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC12$1.45K0.00%00.0%Unchanged
Granite FO LLC14$1.69K0.00%00.0%Unchanged
Abound Wealth Management15$1.82K0.00%−1−6.3%Reduced
Perritt Capital Management Inc17$2.06K0.00%00.0%Unchanged
Marquette Asset Management, LLC17$2.06K0.00%00.0%Unchanged
Kilter Group LLC17$2.06K0.00%+17New
Hartford Financial Management Inc.19$2.30K0.00%00.0%Unchanged
NVWM, LLC20$2.42K0.00%+20New
TD Capital Management LLC21$2.49K0.00%+1+5.0%Added
Stone House Investment Management, LLC21$2.50K0.00%00.0%Unchanged
Salomon & Ludwin, LLC24$2.97K0.00%+24New
Farmers & Merchants Trust Co of Chambersburg PA22$3.00K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC29$3.51K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC30$3.63K0.00%00.0%Unchanged
Thompson Investment Management, Inc.31$3.75K0.00%00.0%Unchanged
Main Street Group, LTD36$4.36K0.00%−62−63.3%Reduced
Principia Wealth Advisory, LLC36$4.36K0.00%+36New
Hughes Financial Services, LLC39$4.43K0.00%00.0%Unchanged
Mid-American Wealth Advisory Group, Inc.39$4.72K0.00%+39New
Maryland Capital Advisors Inc.39$4.72K0.00%00.0%Unchanged
Accent Capital Management, LLC40$4.84K0.00%00.0%Unchanged
Bank of Jackson Hole Trust44$5.32K0.00%00.0%Unchanged
Signature Resources Capital Management, LLC45$5.45K0.00%00.0%Unchanged
Wealth Preservation Advisors, LLC47$5.69K0.00%+47New
Redmont Wealth Advisors LLC48$5.81K0.01%00.0%Unchanged
Morse Asset Management, Inc49$5.93K0.00%+49New
Ninety One UK Ltd52$6.29K0.00%−95−64.6%Reduced
Friedenthal Financial52$6.29K0.00%00.0%Unchanged
Fortitude Family Office, LLC53$6.41K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.56$6.78K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC57$6.90K0.01%+11+23.9%Added
Wood Tarver Financial Group, LLC58$7.00K0.00%00.0%Unchanged
Team Financial Group, LLC58$7.02K0.00%+58New
Creative Capital Management Investments LLC59$7.14K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC66$7.98K0.00%+25+61.0%Added
Robinswood Financial LLC66$7.99K0.00%00.0%Unchanged
Mascoma Wealth Management LLC67$8.11K0.00%00.0%Unchanged
Prudent Man Investment Management, Inc.84$8.18K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.68$8.18K0.00%+42+161.5%Added
MV Capital Management, Inc.68$8.23K0.00%−60−46.9%Reduced
Stephens Consulting, LLC69$8.35K0.00%+69New
Wolff Wiese Magana LLC73$8.83K0.01%00.0%Unchanged
Hemington Wealth Management79$9.00K0.00%00.0%Unchanged
Indiana Trust & Investment Management CO75$9.08K0.00%00.0%Unchanged
Strategic Investment Solutions, Inc.80$9.68K0.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc83$10.0K0.00%−69−45.4%Reduced
FSA Wealth Management LLC90$10.9K0.00%00.0%Unchanged
Aventus Investment Advisors, Inc.90$10.9K0.01%+90New
New England Capital Financial Advisors LLC91$11.0K0.01%+91New
Access Investment Management LLC93$11.3K0.00%+93New
First Community Trust NA98$11.9K0.01%00.0%Unchanged
Centricity Wealth Management, LLC98$11.9K0.01%00.0%Unchanged
West Branch Capital LLC100$12.1K0.00%−40−28.6%Reduced
Westend Capital Management, LLC100$12.1K0.00%00.0%Unchanged
Horrell Capital Management, Inc.100$12.1K0.00%00.0%Unchanged
First Command Advisory Services, Inc.100$12.1K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc100$12.1K0.00%00.0%Unchanged
Bare Financial Services, Inc103$12.5K0.00%+77+296.2%Added
Asset Planning,Inc107$12.9K0.01%00.0%Unchanged
Darwin Advisors, LLC112$13.6K0.00%−85−43.1%Reduced
Hager Investment Management Services, LLC115$13.9K0.01%00.0%Unchanged
Lavaca Capital LLC119$14.4K0.01%00.0%Unchanged
Clean Yield Group120$14.5K0.00%00.0%Unchanged
Princeton Global Asset Management LLC123$14.9K0.00%+85+223.7%Added
Pacific Center for Financial Services123$14.9K0.00%00.0%Unchanged
Silicon Valley Capital Partners124$15.0K0.00%−132−51.6%Reduced
City Holding Co135$16.3K0.00%00.0%Unchanged
True Wealth Design, LLC136$16.5K0.01%+9+7.1%Added
Lowe Wealth Advisors, LLC150$18.2K0.01%00.0%Unchanged
Ssa Swiss Advisors AG158$18.5K0.01%00.0%Unchanged
Park Place Capital Corp152$18.7K0.00%00.0%Unchanged
Copia Wealth Management160$19.4K0.02%00.0%Unchanged
TFC Financial Management162$19.6K0.00%−63−28.0%Reduced
Cornerstone Planning Group LLC168$19.8K0.00%+49+41.2%Added
MJT & Associates Financial Advisory Group, Inc.165$20.0K0.02%00.0%Unchanged
Innovative Advisory Group, LLC165$20.0K0.02%+165New
Coston, McIsaac & Partners170$20.0K0.01%00.0%Unchanged
Archer Investment Corp173$20.9K0.00%+2+1.2%Added
Proathlete Wealth Management LLC175$21.2K0.01%+13+8.0%Added
Sound Income Strategies, LLC179$21.7K0.00%+117+188.7%Added
S&T Bank180$21.8K0.01%00.0%Unchanged
Consultiva Wealth Management, Corp.180$21.8K0.07%00.0%Unchanged
Quintet Private Bank (Europe) S.A.181$21.9K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group200$22.3K0.01%+200New
Bell Investment Advisors, Inc189$22.9K0.00%+16+9.2%Added
South Plains Financial, Inc.195$23.6K0.02%+143+275.0%Added
Close Asset Management Ltd200$24.0K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC200$24.2K0.02%−44−18.0%Reduced
First United Bank Trust200$24.2K0.01%00.0%Unchanged
Smallwood Wealth Investment Management, LLC200$24.2K0.01%00.0%Unchanged
WFA Asset Management Corp233$24.8K0.01%00.0%Unchanged