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 |
|---|---|---|---|---|---|
| Hopwood Financial Services, Inc. | 2,425 | $293.4K | 0.23% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 2,429 | $293.9K | 0.16% | +207+9.3% | Added |
| Opal Wealth Advisors, LLC | 2,438 | $295.0K | 0.08% | −77−3.1% | Reduced |
| Bruce G. Allen Investments, LLC | 2,448 | $296.2K | 0.22% | −10−0.4% | Reduced |
| Sheets Smith Wealth Management | 2,450 | $296.5K | 0.03% | 00.0% | Unchanged |
| Essex LLC | 2,450 | $296.5K | 0.06% | 00.0% | Unchanged |
| Change Path, LLC | 2,457 | $297.3K | 0.01% | −20−0.8% | Reduced |
| Laraway Financial Inc | 2,467 | $298.5K | 0.23% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 2,537 | $299.3K | 0.01% | +42+1.7% | Added |
| Stonegate Investment Group, LLC | 2,488 | $301.1K | 0.01% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 2,493 | $301.7K | 0.01% | +2,493 | New |
| Portfolio Design Labs, LLC | 2,502 | $302.8K | 0.06% | −637−20.3% | Reduced |
| Wimmer Associates 1, LLC | 2,524 | $305.4K | 0.16% | 00.0% | Unchanged |
| Norris Perne & French LLP | 2,531 | $306.3K | 0.02% | +99+4.1% | Added |
| GF Fund Management Co. Ltd. | 2,542 | $307.6K | 0.01% | +2,542 | New |
| Walter & Keenan Financial Consulting Co | 2,550 | $308.6K | 0.09% | −1,000−28.2% | Reduced |
| Elmwood Wealth Management, Inc. | 2,553 | $308.9K | 0.12% | −98−3.7% | Reduced |
| BBR Partners, LLC | 2,565 | $310.4K | 0.02% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 2,568 | $310.8K | 0.01% | +716+38.7% | Added |
| GSB Wealth Management, LLC | 2,573 | $311.4K | 0.08% | +5+0.2% | Added |
| Compass Ion Advisors, LLC | 2,575 | $311.6K | 0.03% | 00.0% | Unchanged |
| Maia Wealth LLC | 2,586 | $312.9K | 0.06% | −700−21.3% | Reduced |
| Wealth Group, Ltd. | 2,586 | $313.0K | 0.31% | −1,684−39.4% | Reduced |
| Beese Fulmer Investment Management, Inc. | 2,590 | $313.4K | 0.02% | +630+32.1% | Added |
| Key Financial Inc | 2,592 | $313.7K | 0.06% | 00.0% | Unchanged |
| Jacobs & Co | 2,600 | $314.0K | 0.03% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 2,601 | $314.7K | 0.05% | 00.0% | Unchanged |
| Eagle Strategies LLC | 2,603 | $315.0K | 0.05% | +33+1.3% | Added |
| Apexium Financial, LP | 2,613 | $316.2K | 0.02% | +469+21.9% | Added |
| Great Diamond Partners, LLC | 2,619 | $316.9K | 0.07% | +800+44.0% | Added |
| BKD Wealth Advisors, LLC | 2,628 | $318.0K | 0.01% | −298−10.2% | Reduced |
| Consolidated Portfolio Review Corp | 2,629 | $318.1K | 0.04% | +31+1.2% | Added |
| Rydar Equities, Inc. | 2,630 | $318.3K | 0.25% | +2,630 | New |
| Peddock Capital Advisors, LLC | 2,632 | $318.5K | 0.07% | −550−17.3% | Reduced |
| MONECO Advisors, LLC | 2,635 | $318.8K | 0.03% | +32+1.2% | Added |
| Roundview Capital LLC | 2,645 | $320.1K | 0.02% | −13−0.5% | Reduced |
| Ancora Advisors, LLC | 2,653 | $321.1K | 0.01% | −154−5.5% | Reduced |
| Graypoint LLC | 2,662 | $322.1K | 0.02% | −306−10.3% | Reduced |
| Rossby Financial, LCC | 2,664 | $322.4K | 0.12% | +99+3.9% | Added |
| Watershed Private Wealth LLC | 2,665 | $322.5K | 0.12% | −265−9.0% | Reduced |
| Argent Advisors, Inc. | 2,670 | $323.1K | 0.10% | −193−6.7% | Reduced |
| Evoke Wealth, LLC | 2,674 | $323.6K | 0.01% | +835+45.4% | Added |
| Wealthcare Advisory Partners LLC | 2,685 | $324.9K | 0.01% | −356−11.7% | Reduced |
| Angeles Wealth Management, LLC | 2,685 | $324.9K | 0.02% | +567+26.8% | Added |
| Kapstone Financial Advisors LLC | 2,695 | $326.1K | 0.16% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 2,700 | $326.7K | 0.06% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 2,702 | $327.0K | 0.17% | −120−4.3% | Reduced |
| Philadelphia Trust Co | 2,700 | $327.0K | 0.03% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 2,707 | $328.0K | 0.07% | +56+2.1% | Added |
| American Trust Investment Advisors, LLC | 2,725 | $329.8K | 0.17% | −3,990−59.4% | Reduced |
| Northstar Group, Inc. | 2,729 | $330.2K | 0.05% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 2,733 | $330.7K | 0.02% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 2,734 | $330.8K | 0.05% | −34−1.2% | Reduced |
| Crestwood Advisors Group LLC | 2,750 | $332.8K | 0.01% | −220−7.4% | Reduced |
| Xponance, Inc. | 2,771 | $335.3K | 0.00% | +46+1.7% | Added |
| Riversedge Advisors, LLC | 2,773 | $335.6K | 0.07% | +406+17.2% | Added |
| Essex Investment Management Co LLC | 2,775 | $335.8K | 0.06% | 00.0% | Unchanged |
| Paradigm Capital Management, LLC | 2,775 | $336.0K | 0.33% | +75+2.8% | Added |
| LRI Investments, LLC | 2,778 | $336.1K | 0.03% | +44+1.6% | Added |
| Analyst IMS Investment Management Services Ltd. | 2,781 | $337.0K | 0.01% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 2,786 | $337.1K | 0.01% | +8+0.3% | Added |
| Magnus Financial Group LLC | 2,788 | $337.4K | 0.03% | +139+5.2% | Added |
| Flagship Harbor Advisors, LLC | 2,794 | $338.1K | 0.02% | −352−11.2% | Reduced |
| Flywheel Private Wealth LLC | 2,797 | $338.5K | 0.27% | 00.0% | Unchanged |
| RiverGlades Family Offices LLC | 2,800 | $338.8K | 0.22% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 2,801 | $338.9K | 0.00% | +159+6.0% | Added |
| Two Sigma Securities, LLC | 2,808 | $339.8K | 0.04% | +2,808 | New |
| Quad-Cities Investment Group, LLC | 2,809 | $339.9K | 0.15% | −161−5.4% | Reduced |
| Thomasville National Bank | 2,814 | $340.5K | 0.02% | −130−4.4% | Reduced |
| Keudell/Morrison Wealth Management | 2,828 | $342.2K | 0.08% | 00.0% | Unchanged |
| Brady Family Wealth, LLC | 2,831 | $342.6K | 0.11% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 2,832 | $342.7K | 0.03% | −25−0.9% | Reduced |
| J Hagan Capital, Inc. | 3,010 | $343.6K | 0.23% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 2,849 | $344.0K | 0.02% | −257−8.3% | Reduced |
| Weatherly Asset Management L. P. | 2,858 | $345.8K | 0.03% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 2,870 | $347.3K | 0.09% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 3,039 | $349.5K | 0.03% | 00.0% | Unchanged |
| Busey Wealth Management | 2,889 | $349.6K | 0.01% | −194−6.3% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 2,893 | $350.1K | 0.18% | 00.0% | Unchanged |
| Lantern Wealth Advisors, LLC | 2,900 | $350.9K | 0.21% | +2,900 | New |
| Carr Financial Group Corp | 2,923 | $353.7K | 0.10% | 00.0% | Unchanged |
| Wulff, Hansen & Co. | 2,925 | $354.0K | 0.30% | −5−0.2% | Reduced |
| Vicus Capital | 2,936 | $355.3K | 0.03% | +70+2.4% | Added |
| Legacy Capital Group California, Inc. | 2,959 | $358.1K | 0.10% | +275+10.2% | Added |
| Viawealth, LLC | 2,963 | $358.6K | 0.21% | −166−5.3% | Reduced |
| Hurlow Wealth Management Group, Inc. | 2,969 | $359.3K | 0.10% | 00.0% | Unchanged |
| Addison Advisors LLC | 2,972 | $359.6K | 0.09% | +236+8.6% | Added |
| CFS Investment Advisory Services, LLC | 2,971 | $360.0K | 0.03% | +516+21.0% | Added |
| Beacon Investment Advisors LLC | 3,000 | $360.0K | 0.16% | −10.0% | Reduced |
| Sovran Advisors, LLC | 2,970 | $361.4K | 0.04% | +2,970 | New |
| Sentry LLC | 3,010 | $364.2K | 0.07% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 3,011 | $364.4K | 0.02% | 00.0% | Unchanged |
| Blake Schutter Theil Wealth Advisors, LLC | 3,011 | $364.4K | 0.41% | 00.0% | Unchanged |
| Convergence Financial, LLC | 3,015 | $364.8K | 0.06% | +18+0.6% | Added |
| EverSource Wealth Advisors, LLC | 3,021 | $365.5K | 0.02% | +855+39.5% | Added |
| PFG Investments, LLC | 3,050 | $369.1K | 0.02% | +112+3.8% | Added |
| Belmont Capital, LLC | 3,058 | $370.0K | 0.06% | 00.0% | Unchanged |
| Foster Group, Inc. | 3,060 | $370.3K | 0.01% | +21+0.7% | Added |
| Severin Investments, LLC | 3,063 | $370.6K | 0.35% | +3,063 | New |
| Charter Trust Co | 3,063 | $370.7K | 0.02% | −300−8.9% | Reduced |