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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.

Institutional holdersQ2 2025: 1,387 institutions
Q1 2021: 1,138 institutionsQ2 2021: 1,123 institutionsQ3 2021: 1,083 institutionsQ4 2021: 1,147 institutionsQ1 2022: 1,137 institutionsQ2 2022: 1,142 institutionsQ3 2022: 1,088 institutionsQ4 2022: 1,183 institutionsQ1 2023: 1,182 institutionsQ2 2023: 1,203 institutionsQ3 2023: 1,225 institutionsQ4 2023: 1,274 institutionsQ1 2024: 1,254 institutionsQ2 2024: 1,309 institutionsQ3 2024: 1,314 institutionsQ4 2024: 1,345 institutionsQ1 2025: 1,361 institutionsQ2 2025: 1,387 institutionsQ3 2025: 1,405 institutionsQ4 2025: 1,515 institutionsQ1 2026: 1,605 institutionsQ2 2026: 1,626 institutions
Value heldQ2 2025: $16.2B
Q1 2021: $18.7BQ2 2021: $19.8BQ3 2021: $18.0BQ4 2021: $18.5BQ1 2022: $18.3BQ2 2022: $16.9BQ3 2022: $13.7BQ4 2022: $15.5BQ1 2023: $15.2BQ2 2023: $14.9BQ3 2023: $15.1BQ4 2023: $14.2BQ1 2024: $13.6BQ2 2024: $14.7BQ3 2024: $15.2BQ4 2024: $12.7BQ1 2025: $15.4BQ2 2025: $16.2BQ3 2025: $17.2BQ4 2025: $18.4BQ1 2026: $22.0BQ2 2026: $21.3B
Institutions holding NVS and their total value by quarter
QuarterHoldersValue
Q2 20261,626$21.3B
Q1 20261,605$22.0B
Q4 20251,515$18.4B
Q3 20251,405$17.2B
Q2 20251,387$16.2B
Q1 20251,361$15.4B
Q4 20241,345$12.7B
Q3 20241,314$15.2B
Q2 20241,309$14.7B
Q1 20241,254$13.6B
Q4 20231,274$14.2B
Q3 20231,225$15.1B
Q2 20231,203$14.9B
Q1 20231,182$15.2B
Q4 20221,183$15.5B
Q3 20221,088$13.7B
Q2 20221,142$16.9B
Q1 20221,137$18.3B
Q4 20211,147$18.5B
Q3 20211,083$18.0B
Q2 20211,123$19.8B
Q1 20211,138$18.7B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Novartis AG; share changes are against Q1 2025.

Institutions holding NVS in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Walleye Trading LLC0$00.00%−18,026−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−17,840−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−14,940−100.0%Sold out
Legacy Financial Advisors, Inc.0$00.00%−13,509−100.0%Sold out
Quantbot Technologies LP0$00.00%−12,756−100.0%Sold out
Aberdeen Wealth Management LLC0$00.00%−12,030−100.0%Sold out
Alyeska Investment Group, L.P.0$00.00%−11,722−100.0%Sold out
Capital Fund Management S.A.0$00.00%−11,177−100.0%Sold out
Jump Financial, LLC0$00.00%−8,711−100.0%Sold out
GWN Securities Inc.0$00.00%−6,058−100.0%Sold out
Simon Quick Advisors, LLC0$00.00%−5,732−100.0%Sold out
Paloma Partners Management Co0$00.00%−5,102−100.0%Sold out
SG Americas Securities, LLC0$00.00%−5,050−100.0%Sold out
Sig Brokerage, LP0$00.00%−3,239−100.0%Sold out
Hexagon Capital Partners LLC0$00.00%−3,163−100.0%Sold out
Robertson Stephens Wealth Management, LLC0$00.00%−3,134−100.0%Sold out
Integrity Alliance, LLC.0$00.00%−3,124−100.0%Sold out
West Coast Financial LLC0$00.00%−3,084−100.0%Sold out
Alaska Permanent Fund Corp0$00.00%−2,673−100.0%Sold out
Capital Market Strategies LLC0$00.00%−2,700−100.0%Sold out
Good Life Advisors, LLC0$00.00%−2,380−100.0%Sold out
Empower Advisory Group, LLC0$00.00%−2,306−100.0%Sold out
Riverview Trust Co0$00.00%−2,296−100.0%Sold out
Virtu Financial LLC0$00.00%−2,224−100.0%Sold out
Warther Private Wealth, LLC0$00.00%−2,092−100.0%Sold out
Claret Asset Management Corp0$00.00%–Sold out
Clayton Financial Group LLC0$00.00%−2,013−100.0%Sold out
Sanders Morris Harris LLC0$00.00%−2,000−100.0%Sold out
Intrua Financial, LLC0$00.00%−1,876−100.0%Sold out
Houlihan Financial Resource Group, Ltd.0$00.00%−1,850−100.0%Sold out
Thrivent Financial for Lutherans0$00.00%−1,933−100.0%Sold out
Kazazian Asset Management, LLC0$00.00%−1,819−100.0%Sold out
Continuum Advisory, LLC0$00.00%−1,010−100.0%Sold out
Viking Fund Management LLC0$00.00%−1,000−100.0%Sold out
Laurel Wealth Advisors LLC0$00.00%−974−100.0%Sold out
Abound Financial, LLC0$00.00%−932−100.0%Sold out
Global Financial Private Client, LLC0$00.00%−582−100.0%Sold out
Johnson Financial Group, Inc.0$00.00%−500−100.0%Sold out
POM Investment Strategies, LLC0$00.00%−495−100.0%Sold out
Point72 Asia (Singapore) Pte. Ltd.0$00.00%−259−100.0%Sold out
McClarren Financial Advisors, Inc.0$00.00%−117−100.0%Sold out
Capital A Wealth Management, LLC0$00.00%−229−100.0%Sold out
Carolinas Wealth Consulting LLC0$00.00%−202−100.0%Sold out
Richards, Merrill & Peterson, Inc.0$00.00%−172−100.0%Sold out
MPWM Advisory Solutions, LLC0$00.00%−171−100.0%Sold out
Transce3nd, LLC0$00.00%−165−100.0%Sold out
Stonebridge Financial Group, LLC0$00.00%−160−100.0%Sold out
Strengthening Families & Communities, LLC0$00.00%−148−100.0%Sold out
Flagship Wealth Advisors, LLC0$00.00%−127−100.0%Sold out
PSI Advisors, LLC0$00.00%−121−100.0%Sold out
SJS Investment Consulting Inc.0$00.00%−100−100.0%Sold out
West Paces Advisors Inc.0$00.00%−100−100.0%Sold out
Atala Financial Inc0$00.00%−98−100.0%Sold out
Slocum, Gordon & Co LLP0$00.00%−73−100.0%Sold out
Cherry Tree Wealth Management, LLC0$00.00%−69−100.0%Sold out
BankPlus Trust Department0$00.00%−43−100.0%Sold out
Studio Investment Management LLC0$00.00%−40−100.0%Sold out
Hallmark Capital Management Inc0$00.00%−36−100.0%Sold out
Quent Capital, LLC0$00.00%−36−100.0%Sold out
Horizon Investments, LLC0$00.00%−32−100.0%Sold out
Global Wealth Strategies & Associates0$00.00%−14−100.0%Sold out
Mattson Financial Services, LLC0$00.00%−12−100.0%Sold out
Halbert Hargrove Global Advisors, LLC0$00.00%−3−100.0%Sold out
Mondrian Investment Partners LTD––––Not filed
Sofos Investments, Inc.––––Not filed
Orion Portfolio Solutions, LLC––––Not filed
CAPROCK Group, Inc.––––Not filed
Transform Wealth, LLC––––Not filed
Glenmede Trust Co NA––––Not filed
Beach Investment Counsel Inc––––Not filed
Morningstar Investment Services LLC––––Not filed
Callan Capital, LLC––––Not filed
Schechter Investment Advisors, LLC––––Not filed
Sandy Spring Bank––––Not filed
Cable Hill Partners, LLC––––Not filed
Mission Financial Group, LLC––––Not filed
Lindbrook Capital, LLC––––Not filed
Vista Wealth Management Group, LLC––––Not filed
Delta Financial Group, Inc.––––Not filed
Wolf Group Capital Advisors––––Not filed
Nova Wealth Management, Inc.––––Not filed