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 |
|---|---|---|---|---|---|
| N.E.W. Advisory Services LLC | 207 | $25.0K | 0.00% | −7−3.3% | Reduced |
| Mar Vista Investment Partners LLC | 207 | $25.0K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 207 | $25.0K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 210 | $25.4K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 210 | $25.9K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 215 | $26.0K | 0.02% | −13−5.7% | Reduced |
| Cedar Wealth Management, LLC | 217 | $26.3K | 0.01% | 00.0% | Unchanged |
| GFG Capital, LLC | 218 | $26.4K | 0.01% | +218 | New |
| Nexus Investment Management ULC | 220 | $26.6K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 228 | $27.6K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 233 | $28.0K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 228 | $28.1K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 232 | $28.1K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 232 | $28.1K | 0.00% | +38+19.6% | Added |
| Retirement Wealth Solutions LLC | 235 | $28.4K | 0.02% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 237 | $28.7K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 245 | $29.6K | 0.00% | −90−26.9% | Reduced |
| Legacy Wealth Managment, LLC | 245 | $29.6K | 0.02% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 245 | $29.6K | 0.02% | +245 | New |
| Westside Investment Management, Inc. | 242 | $29.8K | 0.01% | +242 | New |
| Resources Management Corp | 250 | $30.0K | 0.00% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 255 | $30.0K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 250 | $30.3K | 0.02% | 00.0% | Unchanged |
| Albion Financial Group | 251 | $30.4K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 255 | $30.9K | 0.01% | −498−66.1% | Reduced |
| Bank of New Hampshire | 255 | $30.9K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 260 | $31.5K | 0.01% | +260 | New |
| MCF Advisors LLC | 264 | $31.9K | 0.00% | +105+66.0% | Added |
| New Millennium Group LLC | 267 | $32.3K | 0.02% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 272 | $32.9K | 0.01% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 281 | $33.7K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 281 | $34.0K | 0.00% | +281 | New |
| Highline Wealth Partners LLC | 290 | $35.1K | 0.01% | +131+82.4% | Added |
| Legacy Bridge, LLC | 292 | $35.3K | 0.02% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 292 | $35.3K | 0.01% | 00.0% | Unchanged |
| Maseco LLP | 298 | $36.1K | 0.00% | +298 | New |
| Solstein Capital, LLC | 300 | $36.3K | 0.02% | −72−19.4% | Reduced |
| Trust Co | 300 | $36.3K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 300 | $36.3K | 0.01% | 00.0% | Unchanged |
| Toronto Dominion Bank | 320 | $39.0K | 0.00% | +20+6.7% | Added |
| Asset Dedication, LLC | 323 | $39.1K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 324 | $39.2K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 334 | $40.4K | 0.01% | +334 | New |
| Pin Oak Investment Advisors Inc | 369 | $41.0K | 0.03% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 346 | $41.9K | 0.00% | −35−9.2% | Reduced |
| ZRC Wealth Management, LLC | 350 | $42.4K | 0.02% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 352 | $42.6K | 0.01% | +352 | New |
| Belvedere Trading LLC | 364 | $44.0K | 0.00% | −687−65.4% | Reduced |
| Vermillion Wealth Management, Inc. | 365 | $44.2K | 0.02% | −100−21.5% | Reduced |
| Investment Management Corp | 367 | $44.4K | 0.04% | +54+17.3% | Added |
| Broadwater Capital Management LLC | 44,774 | $44.8K | 0.03% | +44,404+12,001.1% | Added |
| Park Square Financial Group, LLC | 373 | $45.1K | 0.03% | +105+39.2% | Added |
| Webster Bank, N. A. | 375 | $45.4K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 375 | $45.4K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 383 | $46.3K | 0.01% | +383 | New |
| Bellwether Advisors, LLC | 389 | $47.1K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 400 | $48.4K | 0.01% | −5−1.2% | Reduced |
| Fourth Dimension Wealth, LLC | 400 | $48.4K | 0.02% | 00.0% | Unchanged |
| Garde Capital, Inc. | 405 | $49.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 425 | $51.4K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 432 | $52.3K | 0.00% | −77−15.1% | Reduced |
| Manchester Capital Management LLC | 438 | $53.0K | 0.01% | +23+5.5% | Added |
| Harbor Asset Planning, Inc. | 441 | $53.4K | 0.05% | +441 | New |
| Richardson Financial Services Inc. | 447 | $55.0K | 0.04% | +128+40.1% | Added |
| Missouri Trust & Investment Co | 459 | $55.5K | 0.02% | −95−17.1% | Reduced |
| Crowley Wealth Management, Inc. | 464 | $56.1K | 0.05% | 00.0% | Unchanged |
| Traub Capital Management LLC | 469 | $56.8K | 0.05% | +469 | New |
| GW&K Investment Management, LLC | 470 | $57.0K | 0.00% | −114−19.5% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 476 | $57.6K | 0.02% | +116+32.2% | Added |
| Caitong International Asset Management Co., Ltd | 479 | $58.0K | 0.04% | −1,003−67.7% | Reduced |
| Creative Financial Designs Inc | 487 | $59.0K | 0.00% | +37+8.2% | Added |
| Centennial Bank | 500 | $60.5K | 0.03% | −20−3.8% | Reduced |
| Provenance Wealth Advisors, LLC | 500 | $60.5K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 500 | $61.0K | 0.01% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 505 | $61.0K | 0.04% | +15+3.1% | Added |
| Financial Management Professionals, Inc. | 513 | $62.1K | 0.01% | +49+10.6% | Added |
| Sunbelt Securities, Inc. | 648 | $63.1K | 0.01% | +63+10.8% | Added |
| Pflug Koory, LLC | 525 | $63.5K | 0.03% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 525 | $63.5K | 0.07% | 00.0% | Unchanged |
| Optimum Investment Advisors | 530 | $64.1K | 0.03% | 00.0% | Unchanged |
| NewSquare Capital LLC | 530 | $64.1K | 0.00% | +399+304.6% | Added |
| Clear Street Markets LLC | 532 | $64.4K | 0.02% | +332+166.0% | Added |
| Orion Capital Management LLC | 533 | $64.5K | 0.02% | 00.0% | Unchanged |
| Hilltop National Bank | 538 | $65.1K | 0.02% | +538 | New |
| SBI Securities Co., Ltd. | 544 | $65.8K | 0.00% | −603−52.6% | Reduced |
| Accredited Wealth Management, LLC | 550 | $66.6K | 0.05% | −75−12.0% | Reduced |
| Duncker Streett & Co Inc | 552 | $66.8K | 0.01% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 579 | $69.1K | 0.02% | +579 | New |
| Bogart Wealth, LLC | 598 | $72.4K | 0.00% | +206+52.6% | Added |
| First Financial Corp | 599 | $72.5K | 0.03% | −9−1.5% | Reduced |
| Murphy & Mullick Capital Management Corp | 650 | $73.9K | 0.06% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 625 | $76.0K | 0.01% | −3,903−86.2% | Reduced |
| WealthCollab, LLC | 637 | $77.1K | 0.04% | +50+8.5% | Added |
| IMA Wealth, Inc. | 640 | $77.4K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 641 | $77.6K | 0.03% | −55−7.9% | Reduced |
| MTM Investment Management, LLC | 657 | $79.4K | 0.03% | +657 | New |
| MorganRosel Wealth Management, LLC | 675 | $81.7K | 0.02% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 676 | $81.8K | 0.06% | +74+12.3% | Added |
| BFSG, LLC | 686 | $83.0K | 0.01% | +3+0.4% | Added |
| 10Elms LLP | 700 | $84.7K | 0.08% | 00.0% | Unchanged |