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 |
|---|---|---|---|---|---|
| Narwhal Capital Management | 50,760 | $6.14M | 0.49% | −1,222−2.4% | Reduced |
| Glassy Mountain Advisors, Inc. | 51,437 | $6.22M | 2.00% | +1,071+2.1% | Added |
| Colony Group, LLC | 51,637 | $6.25M | 0.01% | +4,089+8.6% | Added |
| Great Valley Advisor Group, Inc. | 52,022 | $6.30M | 0.14% | +37,429+256.5% | Added |
| Bleakley Financial Group, LLC | 52,167 | $6.31M | 0.16% | −756−1.4% | Reduced |
| Monte Financial Group, LLC | 52,462 | $6.35M | 2.47% | −492−0.9% | Reduced |
| Boston Partners | 52,730 | $6.37M | 0.01% | +11,247+27.1% | Added |
| Walled Lake Planning & Wealth Management, LLC | 52,701 | $6.38M | 2.08% | +762+1.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 52,862 | $6.40M | 0.02% | −5,603−9.6% | Reduced |
| Atria Investments LLC | 53,286 | $6.45M | 0.08% | +6,793+14.6% | Added |
| Jarislowsky, Fraser Ltd | 53,447 | $6.47M | 0.04% | −700−1.3% | Reduced |
| Whittier Trust Co | 55,038 | $6.66M | 0.08% | +1,849+3.5% | Added |
| Park Avenue Securities LLC | 55,319 | $6.69M | 0.06% | +8,811+18.9% | Added |
| Quadrant Capital Group LLC | 57,432 | $6.95M | 0.25% | −7,545−11.6% | Reduced |
| Fiduciary Trust Co | 57,995 | $7.02M | 0.09% | −1,428−2.4% | Reduced |
| Pinnacle Associates Ltd | 58,075 | $7.03M | 0.10% | −626−1.1% | Reduced |
| Country Club Bank | 60,099 | $7.21M | 0.45% | −848−1.4% | Reduced |
| RMB Capital Management, LLC | 60,222 | $7.29M | 0.14% | +4,372+7.8% | Added |
| Beacon Pointe Advisors, LLC | 61,105 | $7.39M | 0.08% | +2,638+4.5% | Added |
| Welch & Forbes LLC | 61,809 | $7.48M | 0.09% | +515+0.8% | Added |
| Banco Santander, S.A. | 62,361 | $7.55M | 0.07% | −63−0.1% | Reduced |
| GQG Partners LLC | 62,535 | $7.57M | 0.01% | +59,079+1,709.5% | Added |
| Mengis Capital Management, Inc. | 64,483 | $7.80M | 1.66% | −15,630−19.5% | Reduced |
| Empowered Funds, LLC | 64,835 | $7.85M | 0.09% | +49,010+309.7% | Added |
| Legal & General Group Plc | 65,156 | $7.88M | 0.00% | +14,073+27.5% | Added |
| Blair William & Co | 66,107 | $8.00M | 0.02% | −10,415−13.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 66,544 | $8.05M | 0.01% | −53−0.1% | Reduced |
| GWM Advisors LLC | 68,283 | $8.26M | 0.04% | −8,805−11.4% | Reduced |
| Baird Financial Group, Inc. | 69,062 | $8.36M | 0.01% | −16,069−18.9% | Reduced |
| Camden National Bank | 71,057 | $8.60M | 1.24% | −1,251−1.7% | Reduced |
| National Bank of Canada | 71,204 | $8.69M | 0.01% | +23,733+50.0% | Added |
| Alliancebernstein L.P. | 71,972 | $8.71M | 0.00% | −36,753−33.8% | Reduced |
| AQR Capital Management LLC | 73,512 | $8.90M | 0.01% | +50,939+225.7% | Added |
| Reynders McVeigh Capital Management, LLC | 73,657 | $8.91M | 0.44% | −2,701−3.5% | Reduced |
| Lockheed Martin Investment Management Co | 73,700 | $8.92M | 0.33% | +73,700 | New |
| Tower Bridge Advisors | 74,344 | $9.00M | 0.97% | −3,591−4.6% | Reduced |
| Massachusetts Financial Services Co | 74,488 | $9.01M | 0.00% | +34,537+86.4% | Added |
| Congress Wealth Management LLC | 75,340 | $9.12M | 0.09% | +26,009+52.7% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 75,841 | $9.18M | 2.40% | +221+0.3% | Added |
| Clifford Swan Investment Counsel LLC | 76,420 | $9.25M | 0.33% | −2,109−2.7% | Reduced |
| United Capital Financial Advisers, LLC | 76,452 | $9.25M | 0.07% | −426−0.6% | Reduced |
| Live Oak Private Wealth LLC | 76,615 | $9.27M | 1.38% | −69−0.1% | Reduced |
| Cohen Capital Management, Inc. | 77,263 | $9.35M | 1.52% | −1,640−2.1% | Reduced |
| Tweedy, Browne Co LLC | 77,269 | $9.35M | 0.87% | −3,756−4.6% | Reduced |
| Victory Capital Management Inc | 78,104 | $9.45M | 0.01% | −44,926−36.5% | Reduced |
| Sanctuary Advisors, LLC | 78,568 | $9.51M | 0.06% | +1,604+2.1% | Added |
| Altrius Capital Management Inc | 78,909 | $9.55M | 2.23% | −703−0.9% | Reduced |
| Gabelli Funds LLC | 79,400 | $9.61M | 0.07% | −500−0.6% | Reduced |
| Ethic Inc. | 81,348 | $9.76M | 0.17% | −4,573−5.3% | Reduced |
| Eldred Rock Partners, LLC | 80,882 | $9.79M | 2.97% | +47+0.1% | Added |
| Investment House LLC | 81,817 | $9.90M | 0.50% | −387−0.5% | Reduced |
| CWM, LLC | 82,659 | $10.0M | 0.04% | +13,687+19.8% | Added |
| Bartlett & Co. Wealth Management LLC | 85,823 | $10.4M | 0.14% | +636+0.7% | Added |
| Callan Family Office, LLC | 87,048 | $10.5M | 0.33% | +60,949+233.5% | Added |
| Osterweis Capital Management Inc | – | $10.7M | 0.51% | – | – |
| Matthew Goff Investment Advisor, LLC | 88,759 | $10.7M | 1.99% | −602−0.7% | Reduced |
| Capital Wealth Planning, LLC | 90,385 | $10.9M | 0.09% | +38,925+75.6% | Added |
| Manufacturers Life Insurance Company, The | 90,592 | $11.0M | 0.01% | +110.0% | Added |
| Bahl & Gaynor Inc | 91,639 | $11.1M | 0.06% | −1,915−2.0% | Reduced |
| Euro Pacific Asset Management, LLC | 93,058 | $11.3M | 1.82% | −903−1.0% | Reduced |
| American Assets Investment Management, LLC | 93,610 | $11.3M | 0.91% | 00.0% | Unchanged |
| Allworth Financial LP | 95,858 | $11.6M | 0.06% | +971+1.0% | Added |
| Manning & Napier Advisors LLC | 95,915 | $11.6M | 0.14% | −37,393−28.1% | Reduced |
| Rockefeller Capital Management L.P. | 97,743 | $11.8M | 0.03% | −3,920−3.9% | Reduced |
| Exencial Wealth Advisors, LLC | 98,416 | $11.9M | 0.42% | −19,603−16.6% | Reduced |
| Zevin Asset Management LLC | 99,336 | $12.0M | 1.73% | −2,173−2.1% | Reduced |
| Federated Hermes, Inc. | 99,603 | $12.1M | 0.02% | −1,473−1.5% | Reduced |
| Ritholtz Wealth Management | 100,665 | $12.2M | 0.27% | +9,355+10.2% | Added |
| New York State Common Retirement Fund | 102,545 | $12.4M | 0.02% | +1,020+1.0% | Added |
| Pathstone Holdings, LLC | 103,024 | $12.5M | 0.05% | −26,459−20.4% | Reduced |
| Cresset Asset Management, LLC | 104,952 | $12.7M | 0.06% | −8,881−7.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 106,636 | $12.9M | 0.10% | +9,588+9.9% | Added |
| Edgemoor Investment Advisors, Inc. | 110,739 | $13.4M | 1.16% | −1,595−1.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 110,120 | $13.6M | 0.02% | −2,349−2.1% | Reduced |
| Neuberger Berman Group LLC | 115,299 | $14.0M | 0.01% | +6,169+5.7% | Added |
| Tocqueville Asset Management L.P. | 116,314 | $14.1M | 0.21% | −1,179−1.0% | Reduced |
| JustInvest LLC | 125,612 | $15.2M | 0.17% | +16,063+14.7% | Added |
| Ingalls & Snyder LLC | 132,017 | $16.0M | 0.57% | +5,769+4.6% | Added |
| Mercer Global Advisors Inc | 134,906 | $16.3M | 0.04% | −7,101−5.0% | Reduced |
| GW Henssler & Associates Ltd | 135,406 | $16.4M | 0.88% | −1,012−0.7% | Reduced |
| ProVise Management Group, LLC | 136,467 | $16.5M | 1.30% | +3,644+2.7% | Added |
| First Fiduciary Investment Counsel, Inc. | 136,823 | $16.6M | 3.28% | +455+0.3% | Added |
| John G Ullman & Associates Inc | 137,407 | $16.6M | 2.47% | −716−0.5% | Reduced |
| Boston Common Asset Management, LLC | 138,583 | $16.8M | 0.47% | −11,877−7.9% | Reduced |
| Coleford Investment Management Ltd. | 138,750 | $16.8M | 4.34% | −750−0.5% | Reduced |
| Wilkins Investment Counsel Inc | 139,420 | $16.9M | 2.39% | −9,895−6.6% | Reduced |
| Cetera Investment Advisers | 147,261 | $17.8M | 0.03% | +20,733+16.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 146,533 | $17.9M | 0.03% | +5,780+4.1% | Added |
| Captrust Financial Advisors | 151,265 | $18.3M | 0.04% | +11,674+8.4% | Added |
| Kovitz Investment Group Partners, LLC | 152,066 | $18.4M | 0.08% | +97,904+180.8% | Added |
| Oak Associates, Ltd | 157,880 | $19.1M | 1.25% | +5,481+3.6% | Added |
| M&T Bank Corp | 158,678 | $19.2M | 0.07% | −547−0.3% | Reduced |
| CIBC World Markets Inc. | 158,998 | $19.2M | 0.04% | −1,704,000−91.5% | Reduced |
| Grandfield & Dodd, LLC | 162,307 | $19.6M | 1.15% | −918−0.6% | Reduced |
| Foresight Global Investors, Inc. | 164,924 | $20.0M | 14.17% | −22,901−12.2% | Reduced |
| Douglas Lane & Associates, LLC | 165,271 | $20.0M | 0.29% | −4,204−2.5% | Reduced |
| Jones Financial Companies LLLP | 173,116 | $20.8M | 0.02% | +17,671+11.4% | Added |
| Advisor Group Holdings, Inc. | 181,477 | $21.4M | 0.04% | +79,507+78.0% | Added |
| Point72 Europe (London) LLP | 186,051 | $22.5M | 1.16% | +83,792+81.9% | Added |
| Brown Advisory Inc | 190,121 | $23.0M | 0.03% | −4,046−2.1% | Reduced |