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 |
|---|---|---|---|---|---|
| Evelyn Partners Investment Management LLP | 700 | $84.7K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 700 | $84.9K | 0.08% | +700 | New |
| Bullock Wealth Management Group | 693 | $85.3K | 0.05% | −35−4.8% | Reduced |
| Golden State Wealth Management, LLC | 710 | $85.9K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 742 | $89.8K | 0.01% | +396+114.5% | Added |
| Crews Bank & Trust | 745 | $90.2K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 775 | $93.8K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 800 | $96.8K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 800 | $96.8K | 0.12% | +800 | New |
| Atlantic Trust, LLC | 820 | $99.2K | 0.02% | +100+13.9% | Added |
| Hoese & Co LLP | 825 | $99.8K | 0.08% | 00.0% | Unchanged |
| City State Bank | 855 | $103.5K | 0.03% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 872 | $105.5K | 0.04% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 900 | $108.9K | 0.02% | −200−18.2% | Reduced |
| Cape Investment Advisory, Inc. | 901 | $109.0K | 0.04% | +94+11.6% | Added |
| Citizens National Bank Trust Department | 925 | $111.9K | 0.02% | 00.0% | Unchanged |
| Pandora Wealth, Inc. | 977 | $118.2K | 0.07% | 00.0% | Unchanged |
| High Note Wealth, LLC | 978 | $118.3K | 0.03% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 982 | $118.8K | 0.01% | +18+1.9% | Added |
| Colonial Trust Advisors | 1,001 | $121.1K | 0.01% | −1,275−56.0% | Reduced |
| Smithfield Trust Co | 1,024 | $122.0K | 0.01% | +44+4.5% | Added |
| Glen Eagle Advisors, LLC | 1,009 | $122.1K | 0.02% | −9−0.9% | Reduced |
| Kozak & Associates, Inc. | 1,000 | $122.9K | 0.03% | +1,000 | New |
| Grove Bank & Trust | 1,018 | $123.2K | 0.02% | +13+1.3% | Added |
| Dunhill Financial, LLC | 1,055 | $127.8K | 0.04% | +595+129.3% | Added |
| Larson Financial Group LLC | 1,057 | $127.9K | 0.01% | −255−19.4% | Reduced |
| Barclays PLC | 1,061 | $128.4K | 0.00% | −17,212−94.2% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 1,094 | $132.4K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 1,102 | $133.4K | 0.02% | −18−1.6% | Reduced |
| North Capital, Inc. | 1,105 | $133.7K | 0.12% | −58−5.0% | Reduced |
| Evermay Wealth Management LLC | 1,164 | $140.9K | 0.02% | 00.0% | Unchanged |
| Tacita Capital Inc | 1,200 | $145.2K | 0.09% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,222 | $147.9K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 1,233 | $149.2K | 0.01% | −267−17.8% | Reduced |
| GHP Investment Advisors, Inc. | 1,249 | $151.1K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,259 | $152.4K | 0.04% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,307 | $158.2K | 0.04% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 1,308 | $158.3K | 0.07% | 00.0% | Unchanged |
| United Community Bank | 1,346 | $162.9K | 0.06% | −95−6.6% | Reduced |
| North Star Investment Management Corp. | 1,360 | $164.6K | 0.01% | +2+0.1% | Added |
| Strategic Wealth Partners, Ltd. | 1,408 | $170.4K | 0.01% | +1,408 | New |
| Hills Bank & Trust Co | 1,412 | $170.9K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,436 | $173.7K | 0.08% | +281+24.3% | Added |
| HHM Wealth Advisors, LLC | 1,450 | $175.5K | 0.02% | −52−3.5% | Reduced |
| Spire Wealth Management | 1,465 | $177.2K | 0.01% | −1,567−51.7% | Reduced |
| Piscataqua Savings Bank | 1,469 | $177.8K | 0.15% | +40+2.8% | Added |
| AllSquare Wealth Management LLC | 1,479 | $179.0K | 0.10% | 00.0% | Unchanged |
| Cascades Capital Asset Management, LLC | 1,493 | $180.7K | 0.09% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,534 | $185.6K | 0.00% | −340−18.1% | Reduced |
| UMA Financial Services, Inc. | 1,541 | $186.5K | 0.03% | +85+5.8% | Added |
| Heritage Wealth Advisors | 1,556 | $188.3K | 0.01% | +51+3.4% | Added |
| Brown, Lisle/Cummings, Inc. | 1,578 | $191.0K | 0.05% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 1,579 | $191.1K | 0.10% | −38−2.4% | Reduced |
| Fairscale Capital, LLC | 1,681 | $191.2K | 0.14% | +130+8.4% | Added |
| BNP Paribas Arbitrage, SA | 1,581 | $191.3K | 0.00% | −283−15.2% | Reduced |
| Tower Research Capital LLC (TRC) | 1,595 | $193.0K | 0.01% | +1,510+1,776.5% | Added |
| Concord Wealth Partners | 1,596 | $193.1K | 0.03% | +270+20.4% | Added |
| Community Bank, N.A. | 1,628 | $197.0K | 0.03% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 1,663 | $201.2K | 0.01% | +1,663 | New |
| Post Resch Tallon Group Inc. | 1,665 | $201.5K | 0.19% | +1,665 | New |
| FSM Wealth Advisors, LLC | 1,652 | $201.7K | 0.03% | +1,652 | New |
| Schnieders Capital Management LLC | 1,671 | $202.2K | 0.04% | +1,671 | New |
| Tritonpoint Wealth, LLC | 1,674 | $202.6K | 0.02% | +1,674 | New |
| MidWestOne Financial Group, Inc. | 1,675 | $202.7K | 0.03% | +1,675 | New |
| Keystone Financial Group | 1,700 | $203.7K | 0.02% | +1,700 | New |
| Cobblestone Capital Advisors LLC | 1,684 | $203.8K | 0.01% | −200−10.6% | Reduced |
| Kovack Advisors, Inc. | 1,687 | $204.2K | 0.02% | +1,687 | New |
| JBGlobal.com LLC | 1,689 | $204.4K | 0.21% | +1,689 | New |
| Harbor Investment Advisory, LLC | 1,692 | $204.7K | 0.02% | −137−7.5% | Reduced |
| Camden Capital, LLC | 1,692 | $204.8K | 0.02% | +1,692 | New |
| Ellsworth Advisors, LLC | 1,695 | $205.1K | 0.05% | +1,695 | New |
| Mattern Wealth Management LLC | 1,709 | $206.8K | 0.04% | +1,709 | New |
| Anchor Capital Advisors LLC | 1,718 | $207.9K | 0.01% | +1,718 | New |
| First County Bank | 1,719 | $208.0K | 0.11% | +1,719 | New |
| Delaney Dennis R | 1,725 | $208.7K | 0.11% | +1,725 | New |
| Bristlecone Advisors, LLC | 1,726 | $208.9K | 0.02% | +1,726 | New |
| Sapient Capital LLC | 1,734 | $209.8K | 0.00% | +1,734 | New |
| Verdence Capital Advisors LLC | 1,743 | $210.9K | 0.01% | +1,743 | New |
| Ledyard National Bank | 1,748 | $211.5K | 0.02% | +1,748 | New |
| Fulcrum Equity Management | 1,749 | $211.6K | 0.22% | +1,749 | New |
| Goepper Burkhardt LLC | 1,750 | $211.8K | 0.08% | −200−10.3% | Reduced |
| Founders Financial Alliance, LLC | 1,751 | $211.9K | 0.05% | −704−28.7% | Reduced |
| Wayfinding Financial, LLC | 1,806 | $212.0K | 0.09% | −82−4.3% | Reduced |
| Peoples Financial Services Corp. | 1,755 | $212.4K | 0.10% | −329−15.8% | Reduced |
| Capital Advantage, Inc. | 1,757 | $212.6K | 0.03% | +1,757 | New |
| Gotham Asset Management, LLC | 1,765 | $213.6K | 0.00% | +1,765 | New |
| Binnacle Investments Inc | 1,769 | $214.1K | 0.14% | +138+8.5% | Added |
| Financial Perspectives, Inc | 1,774 | $214.7K | 0.06% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 1,783 | $215.8K | 0.01% | +1,783 | New |
| Union Savings Bank | 1,906 | $216.8K | 0.10% | 00.0% | Unchanged |
| Mairs & Power Inc | 1,795 | $217.2K | 0.00% | +1,795 | New |
| Narus Financial Partners, LLC | 1,808 | $218.8K | 0.07% | −256−12.4% | Reduced |
| Tompkins Financial Corp | 1,810 | $219.0K | 0.02% | −1,100−37.8% | Reduced |
| Oregon Pacific Wealth Management, LLC | 1,813 | $219.4K | 0.21% | −30−1.6% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,816 | $219.7K | 0.03% | +109+6.4% | Added |
| Grey Fox Wealth Advisors, LLC | 1,818 | $220.0K | 0.05% | 00.0% | Unchanged |
| Trace Wealth Advisors, LLC | 1,825 | $220.8K | 0.18% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,825 | $220.8K | 0.01% | +475+35.2% | Added |
| Excalibur Management Corp | 1,828 | $221.2K | 0.08% | +8+0.4% | Added |
| Total Clarity Wealth Management, Inc. | 1,830 | $221.4K | 0.06% | +1,830 | New |