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 |
|---|---|---|---|---|---|
| KCM Investment Advisors LLC | 10,249 | $1.24M | 0.04% | +463+4.7% | Added |
| HF Advisory Group, LLC | 10,254 | $1.24M | 0.49% | −701−6.4% | Reduced |
| Synovus Financial Corp | 10,339 | $1.25M | 0.02% | −1,236−10.7% | Reduced |
| Unique Wealth Strategies, LLC | 10,361 | $1.25M | 0.53% | +69+0.7% | Added |
| CX Institutional | 10,365 | $1.25M | 0.04% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 10,494 | $1.27M | 0.02% | +827+8.6% | Added |
| Kennedy Capital Management, Inc. | 10,537 | $1.28M | 0.03% | −2,308−18.0% | Reduced |
| Integrated Quantitative Investments LLC | 10,544 | $1.28M | 0.37% | +10,544 | New |
| Ellevest, Inc. | 10,545 | $1.28M | 0.20% | −592−5.3% | Reduced |
| Intrust Bank NA | 10,567 | $1.28M | 0.11% | −70−0.7% | Reduced |
| Concurrent Investment Advisors, LLC | 10,663 | $1.29M | 0.03% | +4,868+84.0% | Added |
| Bailard, Inc. | 10,703 | $1.30M | 0.03% | +580+5.7% | Added |
| Drexel Morgan & Co. | 10,720 | $1.30M | 0.23% | +1,000+10.3% | Added |
| Bridgewater Advisors Inc. | 11,076 | $1.30M | 0.10% | +67+0.6% | Added |
| Foyston, Gordon, & Payne Inc | 10,732 | $1.30M | 0.30% | −140−1.3% | Reduced |
| J.W. Cole Advisors, Inc. | 10,744 | $1.30M | 0.03% | +395+3.8% | Added |
| CWA Asset Management Group, LLC | 10,748 | $1.30M | 0.05% | −26,898−71.4% | Reduced |
| Ar Asset Management Inc | 10,750 | $1.30M | 0.29% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 10,767 | $1.30M | 0.08% | +313+3.0% | Added |
| Advisory Resource Group | 10,822 | $1.31M | 0.25% | +150+1.4% | Added |
| Apollon Wealth Management, LLC | 10,855 | $1.31M | 0.03% | +104+1.0% | Added |
| Venture Visionary Partners LLC | 10,914 | $1.32M | 0.05% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 11,033 | $1.34M | 0.03% | +67+0.6% | Added |
| Agate Pass Investment Management, LLC | 11,050 | $1.34M | 0.55% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 11,078 | $1.34M | 0.02% | +145+1.3% | Added |
| Semmax Financial Advisors Inc. | 11,480 | $1.34M | 0.35% | −281−2.4% | Reduced |
| Engineers Gate Manager LP | 11,110 | $1.34M | 0.02% | +1,351+13.8% | Added |
| Castlekeep Investment Advisors LLC | 11,112 | $1.34M | 0.66% | −859−7.2% | Reduced |
| Mission Wealth Management, LP | 11,179 | $1.35M | 0.03% | −46−0.4% | Reduced |
| WSFS Capital Management, LLC | 11,271 | $1.36M | 0.07% | −1,215−9.7% | Reduced |
| Greenwich Wealth Management LLC | 11,312 | $1.37M | 0.07% | −88−0.8% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 11,325 | $1.37M | 0.89% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 11,431 | $1.38M | 0.04% | +530+4.9% | Added |
| Silvercrest Asset Management Group LLC | 11,434 | $1.38M | 0.01% | −237−2.0% | Reduced |
| Brookstone Capital Management | 11,487 | $1.39M | 0.02% | −640−5.3% | Reduced |
| Garland Capital Management Inc | 11,500 | $1.39M | 4.42% | −27,005−70.1% | Reduced |
| Sterling Capital Management LLC | 11,504 | $1.39M | 0.02% | +1,111+10.7% | Added |
| Holderness Investments Co | 11,527 | $1.39M | 0.30% | +145+1.3% | Added |
| Smartleaf Asset Management LLC | 11,637 | $1.40M | 0.12% | +99+0.9% | Added |
| Stock Yards Bank & Trust Co | 11,641 | $1.41M | 0.05% | −65−0.6% | Reduced |
| Trust Co of Oklahoma | 11,711 | $1.42M | 0.45% | −38−0.3% | Reduced |
| Hilltop Holdings Inc. | 11,757 | $1.42M | 0.09% | +1,873+18.9% | Added |
| Qtron Investments LLC | 11,759 | $1.42M | 0.18% | 00.0% | Unchanged |
| NBC Securities, Inc. | 11,797 | $1.43M | 0.12% | +179+1.5% | Added |
| Graham Capital Management, L.P. | 11,796 | $1.43M | 0.04% | −31,683−72.9% | Reduced |
| V-Square Quantitative Management LLC | 11,837 | $1.43M | 0.19% | +180+1.5% | Added |
| Arjuna Capital | 11,892 | $1.44M | 0.38% | −555−4.5% | Reduced |
| Guggenheim Capital LLC | 11,954 | $1.45M | 0.01% | −1,761−12.8% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 12,000 | $1.45M | 0.12% | 00.0% | Unchanged |
| Beutel, Goodman & Co Ltd. | 12,110 | $1.47M | 0.01% | −1,610−11.7% | Reduced |
| Parallel Advisors, LLC | 12,125 | $1.47M | 0.03% | −706−5.5% | Reduced |
| ICONIQ Capital, LLC | 12,135 | $1.47M | 0.02% | +4,228+53.5% | Added |
| Horizon Kinetics Asset Management LLC | 12,144 | $1.47M | 0.02% | −403−3.2% | Reduced |
| Delphi Management Inc | 12,147 | $1.47M | 1.42% | −1,152−8.7% | Reduced |
| Principal Street Partners, LLC | 12,228 | $1.48M | 0.15% | +6,148+101.1% | Added |
| Kentucky Trust Co | 12,237 | $1.48M | 0.85% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 12,253 | $1.48M | 0.03% | +584+5.0% | Added |
| Plancorp, LLC | 12,288 | $1.49M | 0.05% | +3,719+43.4% | Added |
| TD Private Client Wealth LLC | 12,307 | $1.49M | 0.04% | −128−1.0% | Reduced |
| Glass Wealth Management Co LLC | 12,310 | $1.49M | 0.79% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 12,478 | $1.51M | 0.04% | +1,032+9.0% | Added |
| FineMark National Bank & Trust | 12,526 | $1.52M | 0.05% | −1,138−8.3% | Reduced |
| EP Wealth Advisors, LLC | 12,550 | $1.52M | 0.01% | +1,191+10.5% | Added |
| D. E. Shaw & Co., Inc. | 12,572 | $1.52M | 0.00% | −23,380−65.0% | Reduced |
| Physicians Financial Services, Inc. | 12,634 | $1.53M | 0.46% | −200−1.6% | Reduced |
| Arnhold LLC | 12,636 | $1.53M | 0.14% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 12,677 | $1.53M | 0.04% | −2,262−15.1% | Reduced |
| West Family Investments, Inc. | 12,766 | $1.54M | 0.40% | +2,757+27.5% | Added |
| Boit C F David | 12,800 | $1.55M | 0.75% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 12,841 | $1.55M | 0.03% | +2,262+21.4% | Added |
| Boston Family Office LLC | 12,935 | $1.56M | 0.10% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 12,957 | $1.57M | 0.08% | +1,081+9.1% | Added |
| Trexquant Investment LP | 13,023 | $1.58M | 0.02% | +13,023 | New |
| Gluskin Sheff & Assoc Inc | 13,075 | $1.58M | 0.19% | −8,675−39.9% | Reduced |
| Coldstream Capital Management Inc | 13,106 | $1.59M | 0.03% | +5,065+63.0% | Added |
| Sepio Capital, LP | 13,195 | $1.60M | 0.11% | +16+0.1% | Added |
| Solutions 4 Wealth, Ltd | 13,215 | $1.60M | 2.67% | 00.0% | Unchanged |
| Greenleaf Trust | 13,314 | $1.61M | 0.01% | −4,310−24.5% | Reduced |
| Compass Wealth Management LLC | 13,322 | $1.61M | 0.38% | −878−6.2% | Reduced |
| AIMZ Investment Advisors, LLC | 13,328 | $1.61M | 0.54% | −24−0.2% | Reduced |
| HB Wealth Management, LLC | 13,357 | $1.62M | 0.01% | +2,064+18.3% | Added |
| Roberts Glore & Co Inc | 13,508 | $1.63M | 0.48% | −631−4.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 13,631 | $1.65M | 0.02% | +5,217+62.0% | Added |
| Ativo Capital Management LLC | 13,725 | $1.66M | 1.48% | +1,625+13.4% | Added |
| Park National Corp | 13,755 | $1.66M | 0.05% | −90−0.7% | Reduced |
| Warren Averett Asset Management, LLC | 13,778 | $1.67M | 0.02% | +173+1.3% | Added |
| Parsons Capital Management Inc | 13,833 | $1.67M | 0.10% | −27−0.2% | Reduced |
| Stonebridge Capital Management Inc | 13,975 | $1.69M | 0.66% | 00.0% | Unchanged |
| Lighthouse Investment Partners, LLC | 14,000 | $1.69M | 0.07% | +14,000 | New |
| King Luther Capital Management Corp | 14,106 | $1.71M | 0.01% | +3,038+27.4% | Added |
| Marco Investment Management LLC | 14,120 | $1.71M | 0.14% | −300−2.1% | Reduced |
| Ascent Group, LLC | 14,121 | $1.71M | 0.07% | +97+0.7% | Added |
| Northstar Asset Management LLC | 14,125 | $1.71M | 0.39% | −350−2.4% | Reduced |
| Wellington Capital Management, Inc. | 14,141 | $1.71M | 2.58% | +14,141 | New |
| Voya Financial Advisors, Inc. | 14,339 | $1.72M | 0.17% | +46+0.3% | Added |
| Strategic Global Advisors, LLC | 14,247 | $1.72M | 0.28% | +1,732+13.8% | Added |
| Somerville Kurt F | 14,323 | $1.73M | 0.29% | −1,770−11.0% | Reduced |
| FSB Premier Wealth Management, Inc. | 14,324 | $1.73M | 0.62% | +2,236+18.5% | Added |
| Highland Capital Management, LLC | 14,462 | $1.75M | 0.09% | −400−2.7% | Reduced |
| Adage Capital Partners GP, L.L.C. | 14,481 | $1.75M | 0.00% | +14,481 | New |