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 |
|---|---|---|---|---|---|
| Lowe Brockenbrough & Co Inc | 14,534 | $1.76M | 0.10% | +12+0.1% | Added |
| Baker Ellis Asset Management LLC | 14,561 | $1.76M | 0.24% | +2,200+17.8% | Added |
| Mosaic Financial Group, LLC | 14,986 | $1.81M | 1.39% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 15,000 | $1.82M | 0.17% | +3,780+33.7% | Added |
| Savant Capital, LLC | 15,119 | $1.83M | 0.01% | +3,714+32.6% | Added |
| Dorsey & Whitney Trust CO LLC | 15,185 | $1.84M | 0.10% | −863−5.4% | Reduced |
| Aaron Wealth Advisors | 15,228 | $1.84M | 0.19% | +654+4.5% | Added |
| PEAK6 LLC | 15,516 | $1.88M | 0.06% | +15,516 | New |
| U.S. Capital Wealth Advisors, LLC | 15,518 | $1.88M | 0.05% | +543+3.6% | Added |
| Bessemer Group Inc | 15,573 | $1.88M | 0.00% | +4,284+37.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 15,617 | $1.89M | 0.22% | +2,831+22.1% | Added |
| BTC Capital Management, Inc. | 15,751 | $1.91M | 0.16% | +368+2.4% | Added |
| Marshall Financial Group LLC | 15,634 | $1.91M | 0.37% | +15,634 | New |
| Level Four Advisory Services, LLC | 15,892 | $1.92M | 0.07% | +4,596+40.7% | Added |
| IAM Advisory, LLC | 15,901 | $1.92M | 0.46% | +705+4.6% | Added |
| Empire Financial Management Company, LLC | 15,939 | $1.93M | 0.56% | +244+1.6% | Added |
| Ascent Wealth Partners, LLC | 16,005 | $1.94M | 0.24% | −136−0.8% | Reduced |
| Aptus Capital Advisors, LLC | 16,156 | $1.96M | 0.02% | −242−1.5% | Reduced |
| Leo Wealth, LLC | 16,380 | $1.98M | 0.15% | +2,210+15.6% | Added |
| Quadcap Wealth Management, LLC | 16,426 | $1.99M | 0.25% | +3,722+29.3% | Added |
| Palisade Asset Management, LLC | 16,449 | $1.99M | 0.20% | −175−1.1% | Reduced |
| Advisors Management Group Inc | 16,513 | $2.00M | 0.38% | −215−1.3% | Reduced |
| Rothschild Investment LLC | 16,581 | $2.01M | 0.13% | +48+0.3% | Added |
| Perigon Wealth Management, LLC | 16,772 | $2.03M | 0.05% | −124−0.7% | Reduced |
| Patten Group, Inc. | 16,853 | $2.04M | 0.43% | −117−0.7% | Reduced |
| Abundance Wealth Counselors | 16,886 | $2.04M | 0.38% | +3,158+23.0% | Added |
| Headinvest, LLC | 16,884 | $2.04M | 0.44% | −807−4.6% | Reduced |
| New Vernon Capital Holdings II LLC | 16,911 | $2.05M | 0.98% | −1,366,333−98.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 16,969 | $2.05M | 0.16% | −4,244−20.0% | Reduced |
| Integrated Wealth Concepts LLC | 17,029 | $2.06M | 0.02% | −4,126−19.5% | Reduced |
| Marietta Investment Partners LLC | 17,104 | $2.07M | 0.45% | −600−3.4% | Reduced |
| CIBC Asset Management Inc | 17,307 | $2.07M | 0.01% | +921+5.6% | Added |
| Nichols & Pratt Advisers LLP | 17,237 | $2.09M | 0.14% | −185−1.1% | Reduced |
| Altman Advisors, Inc. | 17,000 | $2.09M | 0.85% | +547+3.3% | Added |
| Farther Finance Advisors, LLC | 17,328 | $2.10M | 0.04% | +1,700+10.9% | Added |
| Kathmere Capital Management, LLC | 17,363 | $2.10M | 0.16% | −1,379−7.4% | Reduced |
| Triasima Portfolio Management inc. | 17,465 | $2.11M | 0.39% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 17,475 | $2.11M | 0.15% | −740−4.1% | Reduced |
| Jamison Private Wealth Management, Inc. | 17,568 | $2.13M | 0.31% | −110−0.6% | Reduced |
| Benedict Financial Advisors Inc | 17,588 | $2.13M | 0.48% | +161+0.9% | Added |
| Csenge Advisory Group | 18,408 | $2.13M | 0.11% | +432+2.4% | Added |
| Lester Murray Antman dba SimplyRich | 17,776 | $2.15M | 0.60% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 17,897 | $2.17M | 0.03% | −1,662−8.5% | Reduced |
| Independent Investors Inc | 17,900 | $2.17M | 0.47% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 18,127 | $2.19M | 0.53% | −1,335−6.9% | Reduced |
| Abbot Financial Management, Inc. | 18,342 | $2.22M | 1.02% | −87−0.5% | Reduced |
| NorthCrest Asset Manangement, LLC | 18,280 | $2.23M | 0.06% | −275−1.5% | Reduced |
| Kahn Brothers Group Inc | 18,471 | $2.24M | 0.45% | −3,438−15.7% | Reduced |
| DGS Capital Management, LLC | 18,580 | $2.25M | 0.46% | +3,508+23.3% | Added |
| WCG Wealth Advisors LLC | 18,607 | $2.25M | 0.15% | +174+0.9% | Added |
| Johnson Investment Counsel Inc | 18,706 | $2.26M | 0.02% | −400−2.1% | Reduced |
| Trust Co of Toledo NA | 18,956 | $2.29M | 0.25% | −189−1.0% | Reduced |
| Clearstead Advisors, LLC | 19,044 | $2.30M | 0.03% | +128+0.7% | Added |
| Optimist Retirement Group LLC | 19,272 | $2.33M | 1.12% | +69+0.4% | Added |
| Everett Harris & Co | 19,363 | $2.34M | 0.03% | −1,450−7.0% | Reduced |
| Ieq Capital, LLC | 19,392 | $2.35M | 0.01% | +5,493+39.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 19,594 | $2.37M | 0.01% | −3,689−15.8% | Reduced |
| Foster & Motley Inc | 19,969 | $2.42M | 0.14% | +1,030+5.4% | Added |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 20,000 | $2.42M | 0.42% | +20,000 | New |
| Dynamic Advisor Solutions LLC | 20,377 | $2.47M | 0.08% | +3,861+23.4% | Added |
| Old Port Advisors | 20,406 | $2.47M | 0.67% | +1,144+5.9% | Added |
| Cloverfields Capital Group, LP | 20,495 | $2.48M | 0.74% | +1,200+6.2% | Added |
| Beacon Financial Group | 20,564 | $2.49M | 0.26% | −84−0.4% | Reduced |
| Coastline Trust Co | 20,621 | $2.50M | 0.29% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 20,640 | $2.50M | 0.09% | −1,121−5.2% | Reduced |
| TD Asset Management Inc | 20,700 | $2.50M | 0.00% | +3,271+18.8% | Added |
| Bradley Foster & Sargent Inc | 20,955 | $2.54M | 0.04% | −6,003−22.3% | Reduced |
| Family Management Corp | 21,007 | $2.54M | 0.39% | +74+0.4% | Added |
| West Oak Capital, LLC | 21,413 | $2.59M | 1.02% | +2,500+13.2% | Added |
| Cascade Investment Advisors, Inc. | 21,755 | $2.63M | 1.69% | −480−2.2% | Reduced |
| Commerce Bank | 21,785 | $2.64M | 0.02% | −2,028−8.5% | Reduced |
| Denali Advisors LLC | 21,813 | $2.64M | 0.27% | −123−0.6% | Reduced |
| Advisors Asset Management, Inc. | 21,886 | $2.65M | 0.05% | −2,450−10.1% | Reduced |
| Skopos Labs, Inc. | 22,090 | $2.67M | 0.35% | +15,064+214.4% | Added |
| Huntington National Bank | 22,229 | $2.69M | 0.02% | −230−1.0% | Reduced |
| Peapack Gladstone Financial Corp | 22,497 | $2.72M | 0.04% | +2,188+10.8% | Added |
| Mitchell & Pahl Private Wealth, LLC | 22,544 | $2.73M | 1.21% | +319+1.4% | Added |
| AMG National Trust Bank | 22,756 | $2.75M | 0.07% | −100−0.4% | Reduced |
| Russell Investments Group, Ltd. | 22,893 | $2.77M | 0.00% | +5,846+34.3% | Added |
| Choate Investment Advisors | 23,111 | $2.80M | 0.06% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 23,296 | $2.82M | 0.08% | +5,578+31.5% | Added |
| Parr McKnight Wealth Management Group, LLC | 23,434 | $2.84M | 0.39% | −451−1.9% | Reduced |
| Tealwood Asset Management Inc | 23,581 | $2.85M | 1.27% | −731−3.0% | Reduced |
| Simplex Trading, LLC | 23,703 | $2.87M | 0.08% | +23,703 | New |
| apricus wealth, LLC | 23,768 | $2.88M | 1.67% | +460+2.0% | Added |
| We Are One Seven, LLC | 23,951 | $2.90M | 0.09% | +644+2.8% | Added |
| Fca Corp | 24,069 | $2.91M | 0.87% | +519+2.2% | Added |
| Fairfield, Bush & Co. | 24,224 | $2.93M | 1.66% | −828−3.3% | Reduced |
| Blue Square Asset Management, LLC | 24,283 | $2.94M | 1.38% | +3,089+14.6% | Added |
| Albert D Mason Inc | 24,364 | $2.95M | 2.13% | −1,664−6.4% | Reduced |
| Patten & Patten Inc | 24,385 | $2.95M | 0.19% | −2,852−10.5% | Reduced |
| MAI Capital Management | 24,493 | $2.96M | 0.02% | +2,025+9.0% | Added |
| Forum Financial Management, LP | 24,607 | $2.98M | 0.05% | +88+0.4% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 24,655 | $2.98M | 1.30% | +24,655 | New |
| Fifth Third Bancorp | 24,839 | $3.01M | 0.01% | +914+3.8% | Added |
| Shelton Capital Management | 24,885 | $3.01M | 0.07% | +17,045+217.4% | Added |
| EagleClaw Capital Managment, LLC | 24,908 | $3.01M | 0.45% | 00.0% | Unchanged |
| Quartz Partners, LLC | 25,082 | $3.04M | 1.39% | −137−0.5% | Reduced |
| Hall Laurie J Trustee | 25,142 | $3.04M | 1.01% | −1,000−3.8% | Reduced |
| Arkadios Wealth Advisors | 25,629 | $3.10M | 0.09% | −886−3.3% | Reduced |