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 |
|---|---|---|---|---|---|
| Penobscot Investment Management Company, Inc. | 25,767 | $3.12M | 0.27% | 00.0% | Unchanged |
| First Pacific Financial | 26,055 | $3.15M | 0.46% | +26,055 | New |
| Wambolt & Associates, LLC | 25,647 | $3.16M | 1.06% | −1,374−5.1% | Reduced |
| Glenmede Investment Management, LP | 26,337 | $3.19M | 0.02% | +26,337 | New |
| Prospera Financial Services Inc | 26,483 | $3.21M | 0.06% | +4,598+21.0% | Added |
| Americana Partners, LLC | 26,547 | $3.21M | 0.11% | +792+3.1% | Added |
| Kestra Private Wealth Services, LLC | 26,577 | $3.22M | 0.05% | +4,426+20.0% | Added |
| SIH Partners, LLLP | 26,579 | $3.22M | 0.31% | −1,724−6.1% | Reduced |
| Hantz Financial Services, Inc. | 26,638 | $3.22M | 0.05% | +11,336+74.1% | Added |
| Telos Capital Management, Inc. | 26,690 | $3.23M | 0.33% | −748−2.7% | Reduced |
| Ballentine Partners, LLC | 26,751 | $3.24M | 0.05% | +1,126+4.4% | Added |
| Naples Global Advisors, LLC | 26,835 | $3.25M | 0.28% | −399−1.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 26,947 | $3.26M | 0.07% | +2,529+10.4% | Added |
| Trustmark National Bank Trust Department | 27,206 | $3.29M | 0.23% | −131−0.5% | Reduced |
| Squarepoint Ops LLC | 27,533 | $3.33M | 0.01% | +12,582+84.2% | Added |
| Vise Technologies, Inc. | 27,627 | $3.34M | 0.14% | +27,627 | New |
| Fayez Sarofim & Co | 28,136 | $3.40M | 0.01% | −800−2.8% | Reduced |
| Acadian Asset Management LLC | 28,300 | $3.42M | 0.01% | −68−0.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 28,364 | $3.43M | 0.01% | −64,632−69.5% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 28,405 | $3.44M | 2.43% | −50−0.2% | Reduced |
| Capital Insight Partners, LLC | 28,439 | $3.44M | 0.60% | −2,393−7.8% | Reduced |
| Atlantic Union Bankshares Corp | 28,557 | $3.46M | 0.08% | +10,969+62.4% | Added |
| DRW Securities, LLC | 28,619 | $3.46M | 0.24% | +25,515+822.0% | Added |
| Oxbow Advisors, LLC | 28,619 | $3.46M | 0.38% | +963+3.5% | Added |
| NBT Bank N A | 28,719 | $3.48M | 0.24% | −519−1.8% | Reduced |
| Yousif Capital Management, LLC | 28,954 | $3.50M | 0.04% | +1,429+5.2% | Added |
| RSM US Wealth Management LLC | 29,078 | $3.52M | 0.05% | +795+2.8% | Added |
| Great Lakes Advisors, LLC | 29,189 | $3.53M | 0.03% | +2,235+8.3% | Added |
| TD Waterhouse Canada Inc. | 28,735 | $3.53M | 0.03% | +75+0.3% | Added |
| Northside Capital Management, LLC | 29,290 | $3.54M | 0.27% | +25,994+788.7% | Added |
| Prentiss Smith & Co Inc | 29,334 | $3.55M | 2.11% | −18,558−38.7% | Reduced |
| Kestra Advisory Services, LLC | 29,712 | $3.60M | 0.02% | +73+0.2% | Added |
| Lido Advisors, LLC | 30,001 | $3.63M | 0.02% | +13,881+86.1% | Added |
| Providence Capital Advisors, LLC | 30,129 | $3.65M | 0.67% | +840+2.9% | Added |
| Advisory Services Network, LLC | 32,102 | $3.65M | 0.06% | +747+2.4% | Added |
| Fort Washington Investment Advisors Inc | 30,175 | $3.65M | 0.02% | −1,050−3.4% | Reduced |
| Merit Financial Group, LLC | 30,520 | $3.69M | 0.04% | +10,542+52.8% | Added |
| Northeast Investment Management | 30,970 | $3.75M | 0.16% | −66−0.2% | Reduced |
| Moors & Cabot, Inc. | 31,062 | $3.76M | 0.17% | +1,815+6.2% | Added |
| Chesley Taft & Associates LLC | 31,197 | $3.78M | 0.17% | −950−3.0% | Reduced |
| Cornerstone Wealth Group, LLC | 32,611 | $3.95M | 0.30% | +1,173+3.7% | Added |
| WealthTrust Axiom LLC | 32,650 | $3.95M | 1.16% | −2,235−6.4% | Reduced |
| Vident Advisory, LLC | 33,158 | $4.01M | 0.05% | +290+0.9% | Added |
| Aquatic Capital Management LLC | 33,240 | $4.02M | 0.08% | +33,240 | New |
| Daymark Wealth Partners, LLC | 33,307 | $4.03M | 0.15% | +3,709+12.5% | Added |
| Pekin Hardy Strauss, Inc. | 33,491 | $4.05M | 0.46% | −1,754−5.0% | Reduced |
| Davenport & Co LLC | 33,683 | $4.08M | 0.02% | +2,758+8.9% | Added |
| Azzad Asset Management Inc | 33,799 | $4.09M | 0.44% | −1,364−3.9% | Reduced |
| Timber Creek Capital Management LLC | 34,785 | $4.10M | 1.04% | −1,947−5.3% | Reduced |
| Diamond Hill Capital Management Inc | 34,277 | $4.15M | 0.02% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 34,768 | $4.21M | 0.28% | −344−1.0% | Reduced |
| Dearborn Partners LLC | 35,210 | $4.26M | 0.20% | −26,963−43.4% | Reduced |
| Avantax Advisory Services, Inc. | 35,883 | $4.34M | 0.02% | +2,878+8.7% | Added |
| Principal Securities, Inc. | 36,684 | $4.44M | 0.08% | +7,814+27.1% | Added |
| Sphera Funds Management Ltd. | 37,000 | $4.48M | 1.17% | −13,000−26.0% | Reduced |
| Haverford Trust Co | 37,238 | $4.51M | 0.04% | −27−0.1% | Reduced |
| Crossmark Global Holdings, Inc. | 37,363 | $4.52M | 0.07% | −1,306−3.4% | Reduced |
| Baldwin Brothers Inc | 37,644 | $4.56M | 0.31% | −3,776−9.1% | Reduced |
| Sequoia Financial Advisors, LLC | 37,963 | $4.59M | 0.03% | +5,186+15.8% | Added |
| HRT Financial LP | 37,980 | $4.59M | 0.02% | −8,718−18.7% | Reduced |
| Oppenheimer & Co Inc | 37,995 | $4.60M | 0.06% | +1,160+3.1% | Added |
| Hayek Kallen Investment Management | 38,890 | $4.71M | 1.60% | −595−1.5% | Reduced |
| Farmers & Merchants Investments Inc | 38,891 | $4.71M | 0.14% | −1,650−4.1% | Reduced |
| Argent Trust Co | 38,895 | $4.71M | 0.18% | +2,038+5.5% | Added |
| Arlington Partners LLC | 38,905 | $4.71M | 1.74% | −1,977−4.8% | Reduced |
| Rhumbline Advisers | 38,953 | $4.71M | 0.00% | +353+0.9% | Added |
| Brinker Capital Investments, LLC | 39,469 | $4.78M | 0.04% | +4,797+13.8% | Added |
| Fred Alger Management, LLC | 39,512 | $4.78M | 0.02% | +12,155+44.4% | Added |
| Carret Asset Management, LLC | 40,081 | $4.85M | 0.52% | +236+0.6% | Added |
| Hamel Associates, Inc. | 40,755 | $4.93M | 1.67% | −305−0.7% | Reduced |
| Private Advisor Group, LLC | 41,140 | $4.98M | 0.03% | +2,150+5.5% | Added |
| Bryn Mawr Trust Co | 41,243 | $4.99M | 0.09% | −216−0.5% | Reduced |
| Perennial Advisors, LLC | 41,945 | $5.08M | 0.94% | −71−0.2% | Reduced |
| Greenup Street Wealth Management LLC | 42,007 | $5.08M | 0.88% | +901+2.2% | Added |
| Naviter Wealth, LLC | 42,083 | $5.09M | 0.63% | +2,090+5.2% | Added |
| Pensionmark Financial Group, LLC | 42,757 | $5.17M | 0.12% | +1,286+3.1% | Added |
| Voya Investment Management LLC | 43,225 | $5.23M | 0.01% | +3,965+10.1% | Added |
| Greenfield Seitz Capital Management, LLC | 43,367 | $5.25M | 1.85% | −60−0.1% | Reduced |
| Henry James International Management, Inc. | 43,599 | $5.28M | 1.73% | −2,400−5.2% | Reduced |
| Fiera Capital Corp | 43,671 | $5.28M | 0.02% | +43,671 | New |
| Financial Gravity Companies, Inc. | 44,198 | $5.35M | 1.05% | +44,198 | New |
| Signaturefd, LLC | 44,718 | $5.41M | 0.09% | +1,627+3.8% | Added |
| Scotia Capital Inc. | 44,901 | $5.43M | 0.03% | +1,491+3.4% | Added |
| Auto-Owners Insurance Co | 45,143 | $5.46M | 0.12% | +38,750+606.1% | Added |
| First Manhattan Co | 45,848 | $5.55M | 0.02% | −3,612−7.3% | Reduced |
| Trust Co of Vermont | 46,558 | $5.63M | 0.27% | −338−0.7% | Reduced |
| Logan Capital Management Inc | 46,660 | $5.65M | 0.26% | +4,701+11.2% | Added |
| Steward Partners Investment Advisory, LLC | 47,199 | $5.71M | 0.04% | +3,614+8.3% | Added |
| Catalyst Capital Advisors LLC | 47,592 | $5.76M | 0.12% | +4,500+10.4% | Added |
| Jane Street Group, LLC | 48,065 | $5.82M | 0.01% | −53,393−52.6% | Reduced |
| Smithbridge Asset Management Inc | 48,524 | $5.87M | 1.03% | +535+1.1% | Added |
| Rathbone Brothers plc | 48,599 | $5.88M | 0.03% | −347−0.7% | Reduced |
| Cardinal Capital Management | 49,013 | $5.93M | 0.87% | +1,062+2.2% | Added |
| Pittenger & Anderson Inc | 49,020 | $5.93M | 0.22% | +750+1.6% | Added |
| Keybank National Association | 49,377 | $5.98M | 0.02% | +5,742+13.2% | Added |
| Wetherby Asset Management Inc | 49,964 | $6.05M | 0.27% | +49,964 | New |
| Brown Brothers Harriman & Co | 50,177 | $6.07M | 0.04% | −11,362−18.5% | Reduced |
| Advisors Capital Management, LLC | 50,350 | $6.09M | 0.08% | +4,733+10.4% | Added |
| Deutsche Bank AG | 50,667 | $6.13M | 0.00% | −375−0.7% | Reduced |
| Geneos Wealth Management Inc. | 50,728 | $6.14M | 0.15% | +17,446+52.4% | Added |