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 |
|---|---|---|---|---|---|
| TigerOak Management, L.L.C. | 3,065 | $370.9K | 0.13% | −19−0.6% | Reduced |
| Perennial Investment Advisors, LLC | 3,067 | $371.1K | 0.04% | +38+1.3% | Added |
| Woodstock Corp | 3,077 | $372.3K | 0.03% | −65−2.1% | Reduced |
| Independent Financial Group, LLC | 3,077 | $372.4K | 0.01% | +529+20.8% | Added |
| Paces Ferry Wealth Advisors, LLC | 3,084 | $373.2K | 0.17% | −155−4.8% | Reduced |
| Summit Financial Wealth Advisors, LLC | 3,085 | $373.3K | 0.07% | +125+4.2% | Added |
| Genus Capital Management Inc. | 3,089 | $373.8K | 0.05% | +194+6.7% | Added |
| Aprio Wealth Management, LLC | 3,096 | $374.6K | 0.04% | +334+12.1% | Added |
| Range Financial Group LLC | 3,097 | $374.8K | 0.15% | +78+2.6% | Added |
| Millstone Evans Group, LLC | 3,102 | $375.4K | 0.26% | −30−1.0% | Reduced |
| HBK Sorce Advisory LLC | 3,109 | $376.2K | 0.01% | +496+19.0% | Added |
| Berkshire Bank | 3,113 | $376.7K | 0.09% | −349−10.1% | Reduced |
| R Squared Ltd | 3,117 | $377.2K | 0.21% | +3,117 | New |
| Canopy Partners, LLC | 3,123 | $377.9K | 0.14% | +60+2.0% | Added |
| Caldwell Trust Co | 3,127 | $378.4K | 0.04% | −140−4.3% | Reduced |
| Intergy Private Wealth, LLC | 3,172 | $383.8K | 0.13% | +415+15.1% | Added |
| First Citizens Bank & Trust Co | 3,180 | $384.8K | 0.01% | +151+5.0% | Added |
| Focus Financial Network, Inc. | 3,183 | $385.2K | 0.02% | +182+6.1% | Added |
| Ethos Financial Group, LLC | 3,196 | $386.7K | 0.03% | +3,196 | New |
| GeoWealth Management, LLC | 3,221 | $389.8K | 0.02% | −640−16.6% | Reduced |
| Stiles Financial Services Inc | 3,247 | $392.9K | 0.14% | +51+1.6% | Added |
| Capital Investment Advisory Services, LLC | 3,249 | $393.1K | 0.03% | +10.0% | Added |
| Traveka Wealth, LLC | 3,255 | $393.9K | 0.21% | −616−15.9% | Reduced |
| King Wealth | 3,258 | $394.0K | 0.05% | −100−3.0% | Reduced |
| Twin Tree Management, LP | 3,257 | $394.1K | 0.01% | −3,042−48.3% | Reduced |
| HM Payson & Co | 3,262 | $394.7K | 0.01% | −850−20.7% | Reduced |
| Freestone Capital Holdings, LLC | 3,268 | $395.5K | 0.01% | −216−6.2% | Reduced |
| Formidable Asset Management, LLC | 3,550 | $395.8K | 0.07% | 00.0% | Unchanged |
| Chapman Financial Group, LLC | 3,272 | $395.9K | 0.34% | +3,272 | New |
| Klingman & Associates, LLC | 3,284 | $397.4K | 0.02% | +251+8.3% | Added |
| FLC Capital Advisors | 3,286 | $397.6K | 0.08% | +700+27.1% | Added |
| Certior Financial Group, LLC | 3,290 | $398.1K | 0.31% | −55−1.6% | Reduced |
| Miracle Mile Advisors, LLC | 3,291 | $398.3K | 0.01% | +3,291 | New |
| Gitterman Wealth Management, LLC | 3,291 | $398.3K | 0.09% | −68−2.0% | Reduced |
| LCM Capital Management Inc | 3,301 | $399.4K | 0.21% | −17−0.5% | Reduced |
| Journey Strategic Wealth LLC | 3,317 | $401.4K | 0.01% | +13+0.4% | Added |
| SRS Capital Advisors, Inc. | 3,327 | $402.6K | 0.02% | −630−15.9% | Reduced |
| Hendershot Investments Inc. | 3,331 | $403.1K | 0.05% | 00.0% | Unchanged |
| CNB Bank | 3,335 | $403.6K | 0.19% | −1,026−23.5% | Reduced |
| Mitchell Sinkler & Starr | 3,343 | $404.5K | 0.19% | +160+5.0% | Added |
| Prairie Sky Financial Group LLC | 3,350 | $405.4K | 0.22% | 00.0% | Unchanged |
| Heck Capital Advisors, LLC | 3,350 | $405.4K | 0.03% | +244+7.9% | Added |
| Icapital Wealth LLC | 3,352 | $405.6K | 0.23% | 00.0% | Unchanged |
| Platform Technology Partners | 3,364 | $407.1K | 0.11% | +836+33.1% | Added |
| Nwam LLC | 3,532 | $408.2K | 0.02% | +3,532 | New |
| Pinnacle Bancorp, Inc. | 3,378 | $408.8K | 0.13% | −237−6.6% | Reduced |
| Optas, LLC | 3,379 | $408.9K | 0.08% | −95−2.7% | Reduced |
| Southland Equity Partners LLC | 3,380 | $409.0K | 0.09% | −54−1.6% | Reduced |
| Smith, Salley & Associates | 3,392 | $410.5K | 0.02% | −25−0.7% | Reduced |
| Round Hill Asset Management | 3,392 | $410.5K | 0.28% | 00.0% | Unchanged |
| Sym Financial Corp | 3,397 | $411.1K | 0.05% | +3,397 | New |
| Sachetta, LLC | 3,398 | $411.1K | 0.16% | −14−0.4% | Reduced |
| Three Seasons Wealth, LLC | 3,400 | $411.4K | 0.05% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 3,430 | $415.1K | 0.23% | +420+14.0% | Added |
| Canal Capital Management, LLC | 3,445 | $416.9K | 0.07% | +215+6.7% | Added |
| TCG Advisory Services, LLC | 3,455 | $418.1K | 0.01% | +201+6.2% | Added |
| Icon Wealth Advisors, LLC | 3,465 | $419.3K | 0.03% | +276+8.7% | Added |
| Hickory Asset Management, Inc. | 3,465 | $419.4K | 0.35% | 00.0% | Unchanged |
| Michels Family Financial, LLC | 3,482 | $421.4K | 0.36% | 00.0% | Unchanged |
| BSW Wealth Partners | 3,486 | $421.8K | 0.06% | −114−3.2% | Reduced |
| MMBG Investment Advisors Co. | 3,492 | $422.6K | 0.04% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 3,494 | $422.8K | 0.03% | 00.0% | Unchanged |
| LaFleur & Godfrey LLC | 3,497 | $423.2K | 0.05% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 3,498 | $423.3K | 0.21% | +19+0.5% | Added |
| Crew Capital Management, Ltd. | 3,499 | $423.4K | 0.30% | −100−2.8% | Reduced |
| McDaniel Terry & Co | 3,500 | $423.5K | 0.03% | −395−10.1% | Reduced |
| Cherokee Insurance Co | 3,500 | $423.5K | 0.18% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 3,501 | $423.7K | 0.01% | −47−1.3% | Reduced |
| DF Dent & Co Inc | 3,502 | $423.8K | 0.01% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 3,511 | $424.9K | 0.10% | +814+30.2% | Added |
| Pure Financial Advisors, Inc. | 3,511 | $424.9K | 0.01% | +3,511 | New |
| Interchange Capital Partners, LLC | 3,521 | $426.1K | 0.10% | +1,542+77.9% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,527 | $426.7K | 0.03% | +91+2.6% | Added |
| Pinnacle Financial Partners Inc | 3,546 | $429.1K | 0.01% | −194−5.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,556 | $430.3K | 0.03% | −105−2.9% | Reduced |
| Wealth Alliance | 3,567 | $431.6K | 0.05% | −9−0.3% | Reduced |
| Arete Wealth Advisors, LLC | 3,598 | $435.0K | 0.03% | +268+8.0% | Added |
| Safe Harbor Fiduciary, LLC | 3,597 | $435.3K | 0.41% | +3,597 | New |
| Central Pacific Bank - Trust Division | 3,600 | $435.6K | 0.06% | −200−5.3% | Reduced |
| Cohen Investment Advisors LLC | 3,603 | $436.0K | 0.23% | −255−6.6% | Reduced |
| Colonial Trust Co | 3,613 | $437.3K | 0.06% | +21+0.6% | Added |
| Equitable Holdings, Inc. | 3,617 | $437.7K | 0.00% | +260+7.7% | Added |
| Aull & Monroe Investment Management Corp | 3,621 | $438.2K | 0.24% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 3,622 | $438.3K | 0.23% | +24+0.7% | Added |
| Aureus Asset Management, LLC | 3,623 | $438.5K | 0.03% | −295−7.5% | Reduced |
| Acorn Creek Capital LLC | 3,635 | $439.9K | 0.18% | +124+3.5% | Added |
| Burke & Herbert Bank & Trust Co | 3,654 | $442.2K | 0.10% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 3,664 | $443.4K | 0.01% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 3,678 | $445.1K | 0.07% | +735+25.0% | Added |
| Cornerstone Wealth Management, LLC | 3,685 | $445.9K | 0.03% | −52−1.4% | Reduced |
| Wedbush Securities Inc | 3,695 | $447.0K | 0.02% | +333+9.9% | Added |
| Institute for Wealth Management, LLC. | 3,698 | $447.5K | 0.05% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 3,699 | $447.6K | 0.10% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 3,642 | $448.3K | 0.08% | +47+1.3% | Added |
| Veracity Capital LLC | 3,707 | $448.6K | 0.16% | +61+1.7% | Added |
| Roxbury Financial LLC | 3,718 | $449.9K | 0.44% | −20−0.5% | Reduced |
| Cetera Trust Company, N.A | 3,727 | $451.0K | 0.27% | +100+2.8% | Added |
| Mutual Advisors, LLC | 3,874 | $455.9K | 0.01% | −5,029−56.5% | Reduced |
| Verity & Verity, LLC | 3,778 | $457.2K | 0.04% | +3,778 | New |
| Walleye Capital LLC | 3,788 | $458.4K | 0.00% | −1,370−26.6% | Reduced |