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 |
|---|---|---|---|---|---|
| 180 Wealth Advisors, LLC | 1,844 | $223.2K | 0.03% | +1,844 | New |
| Rockland Trust Co | 1,850 | $223.9K | 0.01% | −149−7.5% | Reduced |
| Aspen Grove Capital, LLC | 1,857 | $224.7K | 0.04% | +1,857 | New |
| CRA Financial Services, LLC | 1,877 | $227.1K | 0.03% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 1,885 | $228.2K | 0.05% | +1,885 | New |
| First Nebraska Trust Co | 1,887 | $228.3K | 0.02% | −177−8.6% | Reduced |
| Cura Wealth Advisors, LLC | 1,906 | $230.6K | 0.11% | −85−4.3% | Reduced |
| Syon Capital LLC | 1,913 | $231.5K | 0.02% | +1,913 | New |
| Berkeley Capital Partners, LLC | 1,927 | $233.2K | 0.06% | −350−15.4% | Reduced |
| Commonwealth Retirement Investments LLC | 1,931 | $233.7K | 0.09% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 1,849 | $234.4K | 0.04% | −200−9.8% | Reduced |
| Capital Advisors Inc | 1,944 | $235.2K | 0.00% | −122−5.9% | Reduced |
| Inscription Capital, LLC | 1,948 | $235.8K | 0.03% | +1,948 | New |
| IFP Advisors, Inc | 1,952 | $236.2K | 0.01% | −185−8.7% | Reduced |
| Smith, Moore & Co. | 1,955 | $236.6K | 0.02% | +8+0.4% | Added |
| Davis R M Inc | 1,956 | $236.7K | 0.00% | −173−8.1% | Reduced |
| Eagle Harbor Asset Management Inc | 1,957 | $236.8K | 0.23% | +1,957 | New |
| Spinnaker Trust | 1,959 | $237.1K | 0.01% | +1,959 | New |
| Western Wealth Management, LLC | 1,965 | $237.7K | 0.01% | +30+1.6% | Added |
| Koshinski Asset Management, Inc. | 1,966 | $237.9K | 0.02% | −171−8.0% | Reduced |
| Pacifica Partners Inc. | 1,984 | $238.1K | 0.10% | 00.0% | Unchanged |
| Wealthstream Advisors, Inc. | 1,975 | $239.0K | 0.04% | +69+3.6% | Added |
| Equitable Trust Co | 1,991 | $240.9K | 0.01% | 00.0% | Unchanged |
| Abacus Wealth Partners, LLC | 1,991 | $240.9K | 0.04% | +1,991 | New |
| Courier Capital LLC | 1,998 | $241.8K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 2,000 | $242.0K | 0.10% | −20−1.0% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 2,000 | $242.0K | 0.00% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 2,000 | $242.0K | 0.04% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 2,000 | $242.0K | 0.04% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 2,013 | $243.6K | 0.12% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 2,013 | $243.6K | 0.03% | −5−0.2% | Reduced |
| New Republic Capital, LLC | 2,020 | $244.5K | 0.09% | −78−3.7% | Reduced |
| Proficio Capital Partners LLC | 2,021 | $244.6K | 0.02% | −63−3.0% | Reduced |
| SeaCrest Wealth Management, LLC | 2,027 | $245.3K | 0.03% | −206−9.2% | Reduced |
| Puzo Michael J | 2,035 | $246.3K | 0.07% | −400−16.4% | Reduced |
| Apella Capital, LLC | 2,020 | $246.7K | 0.01% | −519−20.4% | Reduced |
| Connecticut Wealth Management, LLC | 2,040 | $246.9K | 0.01% | −12−0.6% | Reduced |
| Aspiriant, LLC | 2,043 | $247.2K | 0.01% | −201−9.0% | Reduced |
| Hudson Capital Management LLC | 2,048 | $247.9K | 0.07% | +2,048 | New |
| F/M Investments LLC | 2,050 | $248.1K | 0.01% | −100−4.7% | Reduced |
| Elk River Wealth Management, LLC | 2,060 | $249.3K | 0.04% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 2,061 | $249.4K | 0.04% | +5+0.2% | Added |
| Redwood Wealth Management Group, LLC | 2,063 | $249.6K | 0.11% | −80−3.7% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 2,062 | $250.0K | 0.01% | +87+4.4% | Added |
| Plimoth Trust Co LLC | 2,067 | $250.1K | 0.06% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 2,077 | $251.3K | 0.02% | +706+51.5% | Added |
| Causeway Capital Management LLC | 2,084 | $252.2K | 0.00% | −2,152−50.8% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 2,091 | $253.0K | 0.03% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 2,110 | $255.3K | 0.06% | +7+0.3% | Added |
| Chicago Capital, LLC | 2,113 | $255.7K | 0.01% | −25−1.2% | Reduced |
| Personal Cfo Solutions, LLC | 2,120 | $256.5K | 0.05% | −901−29.8% | Reduced |
| Cypress Wealth Services, LLC | 2,122 | $256.8K | 0.05% | +138+7.0% | Added |
| Scott Marsh Financial, LLC | 2,133 | $258.1K | 0.10% | +2,133 | New |
| Prospect Financial Group LLC | 2,134 | $258.2K | 0.27% | +2+0.1% | Added |
| Boston Trust Walden Corp | 2,140 | $259.0K | 0.00% | 00.0% | Unchanged |
| Farmers National Bank | 2,145 | $259.6K | 0.07% | −100−4.5% | Reduced |
| RVW Wealth, LLC | 2,148 | $259.9K | 0.02% | −100−4.4% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 2,155 | $260.8K | 0.07% | −400−15.7% | Reduced |
| Vanguard Capital Wealth Advisors | 2,157 | $261.0K | 0.26% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 2,158 | $261.1K | 0.02% | 00.0% | Unchanged |
| Guardian Partners Inc. | 2,140 | $263.1K | 0.02% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 2,156 | $264.0K | 0.02% | −122−5.4% | Reduced |
| Blue Barn Wealth, LLC | 2,185 | $264.4K | 0.12% | −10.0% | Reduced |
| Sonora Investment Management Group, LLC | 2,196 | $265.7K | 0.02% | +2,196 | New |
| Gimbal Financial | 2,205 | $266.9K | 0.16% | +2+0.1% | Added |
| Claro Advisors LLC | 2,210 | $267.5K | 0.04% | +91+4.3% | Added |
| Mattern Capital Management, LLC | 2,216 | $268.2K | 0.03% | +5+0.2% | Added |
| StoneX Group Inc. | 2,224 | $269.1K | 0.01% | −1,861−45.6% | Reduced |
| Paradigm Asset Management Co LLC | 2,228 | $269.6K | 0.07% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 2,192 | $269.8K | 0.01% | −292−11.8% | Reduced |
| Wealth Dimensions Group, Ltd. | 2,240 | $271.0K | 0.06% | +2+0.1% | Added |
| Chilton Investment Co LLC | 2,250 | $272.3K | 0.01% | +100+4.7% | Added |
| Tyche Wealth Partners LLC | 2,250 | $272.3K | 0.05% | +6+0.3% | Added |
| Dakota Community Bank & Trust NA | 2,257 | $273.1K | 1.23% | −104−4.4% | Reduced |
| Financial Security Advisor, Inc. | 2,259 | $273.4K | 0.06% | 00.0% | Unchanged |
| one8zero8, LLC | 2,264 | $274.0K | 0.06% | −600−20.9% | Reduced |
| Dillon & Associates Inc | 2,277 | $276.0K | 0.04% | −784−25.6% | Reduced |
| Braun-Bostich & Associates Inc. | 2,284 | $276.4K | 0.19% | +4+0.2% | Added |
| Moody Lynn & Lieberson, LLC | 2,289 | $277.0K | 0.02% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 2,290 | $277.1K | 0.06% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 2,300 | $278.3K | 0.05% | 00.0% | Unchanged |
| IFG Advisory, LLC | 2,302 | $278.6K | 0.01% | −10,567−82.1% | Reduced |
| Cambiar Investors LLC | 2,303 | $278.7K | 0.01% | −1,810−44.0% | Reduced |
| Private Wealth Partners, LLC | 2,312 | $279.8K | 0.02% | +500+27.6% | Added |
| Armor Investment Advisors, LLC | 2,319 | $280.6K | 0.11% | −559−19.4% | Reduced |
| Oakworth Capital, Inc. | 2,319 | $280.6K | 0.02% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 2,329 | $281.8K | 0.12% | 00.0% | Unchanged |
| Shoker Investment Counsel, Inc. | 2,335 | $282.6K | 0.09% | 00.0% | Unchanged |
| Kendall Capital Management | 2,345 | $283.8K | 0.08% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 2,351 | $284.5K | 0.00% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 2,354 | $284.8K | 0.05% | +66+2.9% | Added |
| Hall Capital Management Co Inc | 2,355 | $285.0K | 0.12% | −36−1.5% | Reduced |
| Revisor Wealth Management LLC | 2,304 | $285.1K | 0.10% | +2,304 | New |
| Merrion Investment Management Co, LLC | 2,370 | $286.8K | 0.19% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 2,370 | $286.8K | 0.06% | +144+6.5% | Added |
| Ewa, LLC | 2,371 | $286.9K | 0.09% | +161+7.3% | Added |
| Van Strum & Towne Inc. | 2,372 | $287.0K | 0.09% | 00.0% | Unchanged |
| Argyle Capital Management Inc. | 2,375 | $287.4K | 0.10% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 2,376 | $287.5K | 0.04% | +200+9.2% | Added |
| Lawson Kroeker Investment Management Inc | 2,402 | $290.7K | 0.05% | 00.0% | Unchanged |