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 |
|---|---|---|---|---|---|
| MML Investors Services, LLC | 191,161 | $23.1M | 0.07% | +21,312+12.5% | Added |
| QRG Capital Management, Inc. | 191,635 | $23.2M | 0.20% | +5,767+3.1% | Added |
| Godsey & Gibb Associates | 196,287 | $23.8M | 2.22% | +830+0.4% | Added |
| Managed Asset Portfolios, LLC | 197,040 | $23.8M | 3.10% | +2,290+1.2% | Added |
| Promethos Capital, LLC | 197,585 | $23.9M | 8.07% | +9,940+5.3% | Added |
| Quantinno Capital Management LP | 198,749 | $24.1M | 0.10% | +39,102+24.5% | Added |
| Commonwealth Equity Services, LLC | 199,413 | $24.1M | 0.03% | −15,183−7.1% | Reduced |
| Invesco Ltd. | 199,958 | $24.2M | 0.00% | +7,409+3.8% | Added |
| Integral Health Asset Management, LLC | 200,000 | $24.2M | 2.26% | −50,000−20.0% | Reduced |
| Abc Arbitrage SA | 208,708 | $25.3M | 2.88% | +208,708 | New |
| The PNC Financial Services Group, Inc. | 208,817 | $25.3M | 0.02% | −11,362−5.2% | Reduced |
| Oppenheimer Asset Management Inc. | 209,522 | $25.4M | 0.29% | −2,794−1.3% | Reduced |
| Citigroup Inc | 214,021 | $25.9M | 0.02% | −23,338−9.8% | Reduced |
| Martin Investment Management, LLC | 219,258 | $26.5M | 6.80% | −13,495−5.8% | Reduced |
| First Financial Bankshares Inc | 221,898 | $26.9M | 0.60% | +4,479+2.1% | Added |
| Charles Schwab Investment Management Inc | 222,630 | $26.9M | 0.00% | +37,027+19.9% | Added |
| US Bancorp | 223,060 | $27.0M | 0.03% | −22,670−9.2% | Reduced |
| Parkwood LLC | 227,300 | $27.5M | 2.53% | +120,923+113.7% | Added |
| Mariner, LLC | 227,371 | $27.5M | 0.04% | +11,375+5.3% | Added |
| Brandes Investment Partners, LP | 239,282 | $29.0M | 0.26% | +14,275+6.3% | Added |
| HighTower Advisors, LLC | 242,660 | $29.4M | 0.04% | +4,819+2.0% | Added |
| Stifel Financial Corp | 243,345 | $29.4M | 0.03% | +11,488+5.0% | Added |
| Teachers Retirement System of the State of Kentucky | 253,850 | $30.7M | 0.25% | +7,600+3.1% | Added |
| O'Shaughnessy Asset Management, LLC | 264,985 | $32.1M | 0.22% | +9,388+3.7% | Added |
| Midwest Trust Co | 266,893 | $32.3M | 0.45% | +266,893 | New |
| Cookson Peirce & Co Inc | 267,535 | $32.4M | 1.42% | +45,408+20.4% | Added |
| Janney Montgomery Scott LLC | 310,389 | $37.6M | 0.10% | +86,351+38.5% | Added |
| Harding Loevner LP | 313,527 | $37.9M | 0.26% | +313,527 | New |
| Saturna Capital CORP | 315,876 | $38.2M | 0.52% | −4,290−1.3% | Reduced |
| Bank of New York Mellon Corp | 316,360 | $38.3M | 0.01% | −225,937−41.7% | Reduced |
| Assetmark, Inc | 319,908 | $38.7M | 0.09% | +50,968+19.0% | Added |
| D.A. Davidson & Co. | 330,621 | $40.0M | 0.28% | −68,710−17.2% | Reduced |
| Two Sigma Investments, LP | 334,499 | $40.5M | 0.07% | +254,389+317.5% | Added |
| Cerity Partners LLC | 338,755 | $41.0M | 0.07% | +1,382+0.4% | Added |
| Woodley Farra Manion Portfolio Management Inc | 340,919 | $41.3M | 1.94% | +2,662+0.8% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 352,695 | $42.7M | 0.13% | −39,456−10.1% | Reduced |
| TCTC Holdings, LLC | 391,636 | $47.4M | 1.52% | −1310.0% | Reduced |
| Creative Planning | 398,258 | $48.2M | 0.04% | +11,267+2.9% | Added |
| Van Eck Associates Corp | 399,485 | $48.3M | 0.05% | +76,106+23.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 402,360 | $48.7M | 0.17% | −25,558−6.0% | Reduced |
| Todd Asset Management LLC | 415,901 | $50.3M | 1.08% | +19,391+4.9% | Added |
| First Trust Advisors LP | 419,034 | $50.7M | 0.04% | −35,429−7.8% | Reduced |
| NewEdge Wealth, LLC | 465,916 | $54.0M | 0.85% | +34,078+7.9% | Added |
| CI Private Wealth, LLC | 452,823 | $54.8M | 0.08% | −10,257−2.2% | Reduced |
| JPMorgan Chase & Co | 455,317 | $55.1M | 0.00% | −88,021−16.2% | Reduced |
| LPL Financial LLC | 460,093 | $55.7M | 0.02% | −5,902−1.3% | Reduced |
| CIBC Private Wealth Group, LLC | 477,344 | $57.8M | 0.10% | +9,859+2.1% | Added |
| Harvest Portfolios Group Inc. | 492,568 | $59.6M | 1.39% | −11,070−2.2% | Reduced |
| Royal Bank of Canada | 503,799 | $61.0M | 0.01% | −39,433−7.3% | Reduced |
| SEI Investments Co | 511,747 | $61.9M | 0.07% | −58,288−10.2% | Reduced |
| Optiver Holding B.V. | 515,173 | $62.3M | 1.68% | +473,508+1,136.5% | Added |
| Bank of Montreal | 564,990 | $68.4M | 0.03% | +469,080+489.1% | Added |
| American Century Companies Inc | 588,361 | $71.2M | 0.04% | +231,914+65.1% | Added |
| Bristol John W & Co Inc | 592,281 | $71.7M | 1.16% | −1,445−0.2% | Reduced |
| Ameriprise Financial Inc | 631,131 | $76.4M | 0.02% | +244,037+63.0% | Added |
| Point72 Asset Management, L.P. | 746,706 | $90.4M | 0.21% | −335,669−31.0% | Reduced |
| Truist Financial Corp | 798,467 | $96.6M | 0.14% | +28,726+3.7% | Added |
| Clark Capital Management Group, Inc. | 830,970 | $100.6M | 0.70% | +238,725+40.3% | Added |
| Millennium Management LLC | 840,771 | $101.7M | 0.09% | +417,088+98.4% | Added |
| Earnest Partners LLC | 850,207 | $102.9M | 0.46% | +25,836+3.1% | Added |
| Natixis Advisors, L.P. | 860,998 | $104.2M | 0.17% | −10,972−1.3% | Reduced |
| Balyasny Asset Management LLC | 876,956 | $106.1M | 0.24% | +303,553+52.9% | Added |
| Raymond James Financial Inc | 927,314 | $112.2M | 0.04% | +30,950+3.5% | Added |
| Chevy Chase Trust Holdings, Inc. | 1,135,326 | $137.4M | 0.40% | +33,954+3.1% | Added |
| Scharf Investments, LLC | 1,262,444 | $152.8M | 4.40% | +3,805+0.3% | Added |
| UBS Group AG | 1,356,826 | $164.2M | 0.03% | −346,876−20.4% | Reduced |
| Marshall Wace, LLP | 1,431,814 | $173.3M | 0.21% | −961−0.1% | Reduced |
| FMR LLC | 1,540,963 | $186.5M | 0.01% | +73,947+5.0% | Added |
| State Street Corp | 1,597,830 | $195.6M | 0.01% | +12,345+0.8% | Added |
| Envestnet Asset Management Inc | 1,736,891 | $210.2M | 0.06% | +128,302+8.0% | Added |
| Wells Fargo & Company | 1,863,268 | $225.5M | 0.05% | −32,693−1.7% | Reduced |
| Cullen Capital Management LLC | 2,096,852 | $253.7M | 2.89% | −11,832−0.6% | Reduced |
| Janus Henderson Group PLC | 2,178,822 | $263.7M | 0.13% | −57,079−2.6% | Reduced |
| Northern Trust Corp | 2,202,816 | $266.6M | 0.04% | +22,535+1.0% | Added |
| Principal Financial Group Inc | 2,291,880 | $277.3M | 0.15% | −101,139−4.2% | Reduced |
| Renaissance Technologies LLC | 2,298,151 | $278.1M | 0.37% | +10,900+0.5% | Added |
| BlackRock, Inc. | 2,321,155 | $280.9M | 0.01% | +153,265+7.1% | Added |
| Wellington Management Group LLP | 2,502,395 | $302.8M | 0.05% | −488,931−16.3% | Reduced |
| Goldman Sachs Group Inc | 2,541,872 | $307.6M | 0.05% | −1,118,613−30.6% | Reduced |
| Franklin Resources Inc | 4,239,426 | $513.0M | 0.14% | −713,897−14.4% | Reduced |
| Bank of America Corp | 4,527,488 | $547.9M | 0.04% | −186,854−4.0% | Reduced |
| Loomis Sayles & Co L P | 5,581,576 | $675.4M | 0.85% | +78,483+1.4% | Added |
| Fisher Asset Management, LLC | 7,121,414 | $861.8M | 0.34% | +358,282+5.3% | Added |
| Morgan Stanley | 7,559,488 | $914.8M | 0.06% | +503,577+7.1% | Added |
| Dimensional Fund Advisors LP | 9,060,895 | $1.10B | 0.25% | +454,171+5.3% | Added |
| Primecap Management Co | 10,401,434 | $1.26B | 1.00% | +18,555+0.2% | Added |
| Dodge & Cox | 10,647,629 | $1.29B | 0.72% | −1,170,473−9.9% | Reduced |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −1,067,586−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −916,894−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −418,331−100.0% | Sold out |
| Financial Counselors Inc | 0 | $0 | 0.00% | −266,088−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −231,567−100.0% | Sold out |
| Claudia M.P. Batlle, CRP (R) LLC | 0 | $0 | 0.00% | −100,478−100.0% | Sold out |
| Meritage Portfolio Management | 0 | $0 | 0.00% | −43,558−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −43,010−100.0% | Sold out |
| Norden Group LLC | 0 | $0 | 0.00% | −42,199−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −39,723−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −27,440−100.0% | Sold out |
| Foresight Capital Management Advisors, Inc. | 0 | $0 | 0.00% | −25,616−100.0% | Sold out |
| Procyon Private Wealth Partners, LLC | 0 | $0 | 0.00% | −22,374−100.0% | Sold out |