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 |
|---|---|---|---|---|---|
| Hollow Brook Wealth Management LLC | 3,788 | $458.4K | 0.13% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 3,788 | $458.4K | 0.06% | +1,604+73.4% | Added |
| Arvest Investments, Inc. | 3,793 | $459.0K | 0.07% | −11,762−75.6% | Reduced |
| Beck Mack & Oliver LLC | 3,800 | $459.8K | 0.01% | 00.0% | Unchanged |
| Glenview Trust Co | 3,800 | $459.8K | 0.01% | +84+2.3% | Added |
| Altfest L J & Co Inc | 3,821 | $462.4K | 0.05% | +303+8.6% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 3,862 | $467.3K | 0.04% | −250−6.1% | Reduced |
| Capital Investment Advisors, LLC | 3,894 | $471.2K | 0.01% | −120−3.0% | Reduced |
| Gibbs Wealth Management | 3,894 | $471.2K | 0.09% | +995+34.3% | Added |
| Community Financial Services Group, LLC | 3,896 | $471.5K | 0.09% | −271−6.5% | Reduced |
| Twin Lakes Capital Management, LLC | 3,905 | $472.6K | 0.29% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 3,911 | $473.3K | 0.03% | +322+9.0% | Added |
| D'Orazio & Associates, Inc. | 3,918 | $474.1K | 0.07% | +123+3.2% | Added |
| IHT Wealth Management, LLC | 3,931 | $475.7K | 0.01% | +1,173+42.5% | Added |
| YHB Investment Advisors, Inc. | 3,943 | $477.1K | 0.04% | −150−3.7% | Reduced |
| Texas Yale Capital Corp. | 3,952 | $478.2K | 0.02% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 3,969 | $480.3K | 0.15% | −80−2.0% | Reduced |
| RiverFront Investment Group, LLC | 3,970 | $480.4K | 0.01% | 00.0% | Unchanged |
| American National Bank | 4,002 | $484.3K | 0.05% | −5−0.1% | Reduced |
| S.A. Mason LLC | 4,040 | $488.9K | 0.24% | 00.0% | Unchanged |
| Natural Investments, LLC | 4,042 | $489.0K | 0.13% | +203+5.3% | Added |
| Argyle Capital Partners, LLC | 4,061 | $491.4K | 0.40% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 4,117 | $498.2K | 0.30% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 4,122 | $498.8K | 0.07% | 00.0% | Unchanged |
| RNC Capital Management LLC | 4,126 | $499.3K | 0.02% | +450+12.2% | Added |
| Hemenway Trust Co LLC | 4,135 | $500.4K | 0.04% | −1,268−23.5% | Reduced |
| Baker Tilly Wealth Management, LLC | 4,166 | $504.1K | 0.18% | −153−3.5% | Reduced |
| Abel Hall, LLC | 4,183 | $506.2K | 0.23% | −531−11.3% | Reduced |
| Two Sigma Advisers, LP | 4,200 | $508.2K | 0.00% | +4,200 | New |
| Broderick Brian C | 4,203 | $508.6K | 0.10% | −70−1.6% | Reduced |
| Helen Stephens Group, LLC | 4,222 | $510.9K | 0.13% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 4,230 | $512.0K | 0.35% | 00.0% | Unchanged |
| Knightsbridge Asset Management, LLC | 4,250 | $514.4K | 0.11% | +576+15.7% | Added |
| Financial Advocates Investment Management | 4,278 | $517.7K | 0.04% | +1,956+84.2% | Added |
| Verity Asset Management, Inc. | 4,280 | $517.9K | 0.25% | −7−0.2% | Reduced |
| Benjamin Edwards Inc | 4,300 | $520.4K | 0.01% | +206+5.0% | Added |
| Strategic Investment Advisors | 4,323 | $523.2K | 0.05% | −38−0.9% | Reduced |
| Seven Mile Advisory | 4,357 | $527.2K | 0.32% | +115+2.7% | Added |
| Insigneo Advisory Services, LLC | 4,380 | $530.0K | 0.05% | −98−2.2% | Reduced |
| Tranquilli Financial Advisor LLC | 4,393 | $531.6K | 0.33% | −45−1.0% | Reduced |
| Violich Capital Management, Inc. | 4,397 | $532.1K | 0.07% | 00.0% | Unchanged |
| AlTi Global, Inc. | 4,419 | $534.7K | 0.01% | +4,419 | New |
| Mill Capital Management, LLC | 4,438 | $537.0K | 0.04% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 4,444 | $537.8K | 0.11% | +188+4.4% | Added |
| Bedel Financial Consulting, Inc. | 4,445 | $537.9K | 0.07% | 00.0% | Unchanged |
| Beddow Capital Management Inc | 4,465 | $540.0K | 0.21% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 4,488 | $543.1K | 0.02% | −1,947−30.3% | Reduced |
| Marino, Stram & Associates LLC | 4,492 | $543.6K | 0.11% | −45−1.0% | Reduced |
| Regatta Capital Group, LLC | 4,508 | $545.5K | 0.09% | +117+2.7% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 4,528 | $547.9K | 0.11% | +75+1.7% | Added |
| Grimes & Company, Inc. | 4,528 | $548.0K | 0.01% | −94−2.0% | Reduced |
| Davidson Trust Co | 4,532 | $548.4K | 0.25% | −605−11.8% | Reduced |
| Atlas Capital Advisors LLC | 4,532 | $548.4K | 0.07% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 4,538 | $549.1K | 0.12% | 00.0% | Unchanged |
| Allen Wealth Management, LLC | 4,545 | $550.0K | 0.38% | −829−15.4% | Reduced |
| Wealthspire Advisors, LLC | 4,552 | $550.9K | 0.00% | +423+10.2% | Added |
| Summit Financial, LLC | 4,563 | $552.2K | 0.01% | +243+5.6% | Added |
| Scientech Research LLC | 4,568 | $552.8K | 0.14% | +4,568 | New |
| Washington Trust Co | 4,581 | $554.3K | 0.02% | +116+2.6% | Added |
| Stablepoint Partners, LLC | 4,587 | $555.1K | 0.09% | +38+0.8% | Added |
| Cyndeo Wealth Partners, LLC | 4,593 | $555.8K | 0.03% | −27−0.6% | Reduced |
| Essex Savings Bank | 4,611 | $558.0K | 0.13% | +85+1.9% | Added |
| First City Capital Management, Inc. | 4,614 | $558.4K | 0.32% | −75−1.6% | Reduced |
| Parkside Financial Bank & Trust | 4,623 | $559.4K | 0.06% | +166+3.7% | Added |
| Boston Private Wealth LLC | 4,625 | $559.7K | 0.03% | −2,793−37.7% | Reduced |
| Rossmore Private Capital | 4,627 | $559.9K | 0.07% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 4,630 | $560.3K | 0.01% | −43−0.9% | Reduced |
| Ronald Blue Trust, Inc. | 4,685 | $567.0K | 0.01% | −2,154−31.5% | Reduced |
| Cullinan Associates Inc | 4,700 | $568.7K | 0.04% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 4,727 | $572.0K | 0.00% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 4,738 | $573.3K | 0.04% | +245+5.5% | Added |
| SCS Capital Management LLC | 4,751 | $574.9K | 0.01% | −459−8.8% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 4,797 | $580.0K | 0.01% | +1,363+39.7% | Added |
| Patton Albertson Miller Group, LLC | 4,798 | $580.6K | 0.08% | −166−3.3% | Reduced |
| Principle Wealth Partners LLC | 4,847 | $586.5K | 0.04% | +600+14.1% | Added |
| First American Trust, FSB | 4,855 | $587.5K | 0.05% | −52−1.1% | Reduced |
| Circle Wealth Management, LLC | 4,866 | $588.8K | 0.01% | −253−4.9% | Reduced |
| Independent Advisor Alliance | 4,880 | $590.6K | 0.02% | +346+7.6% | Added |
| Thornburg Investment Management Inc | 4,889 | $591.6K | 0.01% | 00.0% | Unchanged |
| BXM Wealth LLC | 4,925 | $596.0K | 0.71% | −50−1.0% | Reduced |
| Rexford Capital Inc | 4,926 | $596.1K | 0.49% | +4,926 | New |
| Axxcess Wealth Management, LLC | 4,929 | $596.4K | 0.01% | −279−5.4% | Reduced |
| Cullen Investment Group, Ltd. | 4,936 | $597.3K | 0.08% | −465−8.6% | Reduced |
| Valley Brook Capital Group | 4,959 | $600.1K | 0.45% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 4,973 | $601.8K | 0.32% | +57+1.2% | Added |
| Nilsine Partners, LLC | 4,994 | $604.3K | 0.06% | −24−0.5% | Reduced |
| Northwest Capital Management Inc | 5,000 | $605.0K | 0.33% | 00.0% | Unchanged |
| Corient IA LLC | 5,000 | $605.0K | 0.36% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 5,022 | $607.7K | 0.27% | +583+13.1% | Added |
| JFS Wealth Advisors, LLC | 5,054 | $611.6K | 0.04% | −33−0.6% | Reduced |
| Capital Analysts, LLC | 5,063 | $613.0K | 0.02% | −20−0.4% | Reduced |
| Beacon Investment Advisory Services, Inc. | 5,067 | $613.2K | 0.03% | −36−0.7% | Reduced |
| Susquehanna International Group, LLP | 5,074 | $614.0K | 0.00% | −282,612−98.2% | Reduced |
| Oarsman Capital, Inc. | 5,074 | $614.0K | 0.10% | −285−5.3% | Reduced |
| BancorpSouth Bank | 5,111 | $618.5K | 0.04% | −80−1.5% | Reduced |
| Visionary Horizons, LLC | 5,120 | $619.6K | 0.39% | −240−4.5% | Reduced |
| GTS Securities LLC | 5,122 | $619.8K | 0.03% | +913+21.7% | Added |
| Alhambra Investment Partners LLC | 5,146 | $622.7K | 0.31% | +16+0.3% | Added |
| Moloney Securities Asset Management, LLC | 5,153 | $623.6K | 0.08% | +1,220+31.0% | Added |
| Sigma Planning Corp | 5,157 | $624.1K | 0.02% | +282+5.8% | Added |