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 |
|---|---|---|---|---|---|
| Portside Wealth Group, LLC | 5,185 | $627.4K | 0.09% | +563+12.2% | Added |
| Cascade Financial Partners, LLC | 5,205 | $629.9K | 0.08% | +125+2.5% | Added |
| Diversified Trust Co | 5,214 | $630.9K | 0.01% | −237−4.3% | Reduced |
| Regions Financial Corp | 5,233 | $633.2K | 0.00% | −274−5.0% | Reduced |
| Round Rock Advisors, LLC | 5,250 | $635.3K | 0.11% | +1,500+40.0% | Added |
| Modera Wealth Management, LLC | 5,255 | $635.9K | 0.01% | −146−2.7% | Reduced |
| Jain Global LLC | 5,300 | $641.4K | 0.01% | +5,300 | New |
| Forza Wealth Management, LLC | 5,349 | $647.3K | 0.27% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 5,362 | $648.9K | 0.02% | −85−1.6% | Reduced |
| Gallacher Capital Management LLC | 5,371 | $650.0K | 0.30% | +92+1.7% | Added |
| E&G Advisors, LP | 5,377 | $650.7K | 0.17% | −161−2.9% | Reduced |
| MB, Levis & Associates, LLC | 5,410 | $654.7K | 0.29% | 00.0% | Unchanged |
| Ariadne Wealth Management, LP | 5,408 | $655.5K | 0.31% | −104−1.9% | Reduced |
| Seeds Investor LLC | 5,427 | $656.8K | 0.15% | +428+8.6% | Added |
| Kennebec Savings Bank | 5,445 | $658.9K | 0.65% | −249−4.4% | Reduced |
| Heritage Family Offices, LLP | 5,870 | $660.8K | 0.33% | +4+0.1% | Added |
| Cordatus Wealth Management LLC | 5,476 | $663.0K | 0.16% | −68−1.2% | Reduced |
| Burns J W & Co Inc | 5,482 | $663.4K | 0.08% | −318−5.5% | Reduced |
| Trust Point Inc. | 5,496 | $665.1K | 0.06% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 5,521 | $668.1K | 0.04% | +5+0.1% | Added |
| CVA Family Office, LLC | 5,542 | $670.6K | 0.09% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 5,551 | $671.8K | 0.11% | −438−7.3% | Reduced |
| Haven Private, LLC | 5,568 | $673.8K | 0.30% | +2,480+80.3% | Added |
| Penbrook Management LLC | 5,610 | $678.9K | 0.51% | −150−2.6% | Reduced |
| Steadtrust LLC | 5,611 | $679.0K | 0.53% | +5,611 | New |
| Frank, Rimerman Advisors LLC | 5,621 | $680.2K | 0.05% | +2,910+107.3% | Added |
| Jackson Square Capital, LLC | 5,621 | $680.2K | 0.15% | +5,621 | New |
| Ignite Planners, LLC | 5,970 | $682.0K | 0.12% | +174+3.0% | Added |
| Joel Isaacson & Co., LLC | 5,657 | $684.6K | 0.03% | −1,604−22.1% | Reduced |
| Drucker Wealth 3.0, LLC | 5,599 | $688.4K | 0.13% | −1,355−19.5% | Reduced |
| O'Brien Greene & Co. Inc | 5,698 | $689.5K | 0.23% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 5,720 | $692.2K | 0.08% | +3,100+118.3% | Added |
| Radnor Capital Management, LLC | 5,725 | $693.0K | 0.11% | +275+5.0% | Added |
| StrongBox Wealth, LLC | 5,739 | $694.5K | 0.26% | 00.0% | Unchanged |
| Guerra Advisors Inc | 5,742 | $694.9K | 0.33% | +1,040+22.1% | Added |
| Cypress Capital Group | 5,776 | $699.0K | 0.09% | +2,638+84.1% | Added |
| Hutner Capital Management Inc | 5,787 | $700.3K | 0.32% | +23+0.4% | Added |
| Bradyco, Inc. | 6,691 | $706.8K | 0.52% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 5,860 | $709.1K | 0.07% | −84,992−93.5% | Reduced |
| Summit Global Investments | 5,866 | $710.0K | 0.04% | −7,255−55.3% | Reduced |
| Motco | 6,252 | $711.1K | 0.07% | −171−2.7% | Reduced |
| Monticello Wealth Management, LLC | 5,878 | $711.3K | 0.05% | +47+0.8% | Added |
| Harbour Investments, Inc. | 5,883 | $711.8K | 0.02% | −408−6.5% | Reduced |
| Private Trust Co NA | 5,891 | $712.9K | 0.07% | +357+6.5% | Added |
| Umb Bank N A | 5,919 | $716.3K | 0.01% | −49−0.8% | Reduced |
| Eqis Capital Management, Inc. | 5,960 | $721.2K | 0.06% | −622−9.5% | Reduced |
| Liberty One Investment Management, LLC | 5,965 | $721.9K | 0.07% | −339−5.4% | Reduced |
| Centaurus Financial, Inc. | 5,985 | $724.0K | 0.04% | +11+0.2% | Added |
| Mezzasalma Advisors, LLC | 5,992 | $725.1K | 0.22% | −825−12.1% | Reduced |
| Brighton Jones LLC | 6,002 | $726.3K | 0.02% | −5−0.1% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 6,019 | $728.4K | 0.14% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,025 | $729.1K | 0.02% | +762+14.5% | Added |
| Jeppson Wealth Management, LLC | 6,048 | $731.9K | 0.25% | −30−0.5% | Reduced |
| Dakota Wealth Management | 6,049 | $732.0K | 0.02% | −30.0% | Reduced |
| Brucke Financial, Inc. | 6,052 | $732.4K | 0.51% | 00.0% | Unchanged |
| North Star Asset Management Inc | 6,052 | $732.4K | 0.03% | +1,276+26.7% | Added |
| Schulhoff & Co Inc | 6,058 | $733.1K | 0.33% | +4+0.1% | Added |
| NTV Asset Management LLC | 6,071 | $734.7K | 0.09% | −150−2.4% | Reduced |
| Financial & Tax Architects, LLC | 6,078 | $735.5K | 0.18% | +48+0.8% | Added |
| Heritage Wealth Management, Inc. | 6,145 | $743.7K | 0.24% | −41−0.7% | Reduced |
| St Germain D J Co Inc | 6,171 | $746.8K | 0.03% | +39+0.6% | Added |
| Arvest Bank Trust Division | 6,217 | $752.3K | 0.04% | −15,425−71.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 6,235 | $754.5K | 0.00% | −1,688−21.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,251 | $756.4K | 0.03% | +1,305+26.4% | Added |
| May Hill Capital, LLC | 6,274 | $759.2K | 0.25% | +2,084+49.7% | Added |
| Harrell Investment Partners, LLC | 6,279 | $759.8K | 0.19% | +6,279 | New |
| Goldstone Financial Group, LLC | 6,251 | $762.0K | 0.10% | +1,378+28.3% | Added |
| Mraz, Amerine & Associates, Inc. | 6,298 | $762.1K | 0.12% | +1,706+37.2% | Added |
| Allianz Asset Management GmbH | 6,300 | $762.4K | 0.00% | −400−6.0% | Reduced |
| Stephens Inc | 6,317 | $764.4K | 0.01% | −64−1.0% | Reduced |
| Neville Rodie & Shaw Inc | 6,410 | $776.0K | 0.06% | −50−0.8% | Reduced |
| Gradient Investments LLC | 6,419 | $776.7K | 0.01% | +1,043+19.4% | Added |
| Nixon Peabody Trust Co | 6,449 | $780.4K | 0.06% | −1,393−17.8% | Reduced |
| Bridgefront Capital, LLC | 6,488 | $785.1K | 0.21% | −2,665−29.1% | Reduced |
| 1832 Asset Management L.P. | 6,502 | $786.8K | 0.00% | +160+2.5% | Added |
| Price T Rowe Associates Inc | 6,540 | $792.0K | 0.00% | −46,108−87.6% | Reduced |
| Klingenstein Fields & Co LP | 6,547 | $792.3K | 0.03% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 6,549 | $792.5K | 0.01% | −262−3.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,551 | $792.7K | 0.01% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 6,557 | $793.4K | 0.01% | +197+3.1% | Added |
| Cary Street Partners Financial LLC | 6,579 | $796.1K | 0.02% | −170−2.5% | Reduced |
| Marotta Asset Management | 6,623 | $801.4K | 0.16% | −647−8.9% | Reduced |
| Lantz Financial LLC | 6,627 | $801.9K | 0.20% | +17+0.3% | Added |
| Wedmont Private Capital | 6,533 | $803.2K | 0.03% | +32+0.5% | Added |
| Sowell Financial Services LLC | 6,687 | $809.2K | 0.03% | +206+3.2% | Added |
| Peoples Bank | 6,688 | $809.3K | 0.54% | +150+2.3% | Added |
| Financial Engines Advisors L.L.C. | 6,701 | $811.0K | 0.00% | +3,019+82.0% | Added |
| Henshaw Capital LLC | 6,724 | $813.7K | 0.03% | 00.0% | Unchanged |
| Osprey Private Wealth LLC | 6,675 | $813.7K | 0.44% | +100+1.5% | Added |
| Buckingham Strategic Partners | 6,755 | $817.0K | 0.01% | +73+1.1% | Added |
| Douglass Winthrop Advisors, LLC | 6,781 | $820.6K | 0.01% | 00.0% | Unchanged |
| Kennedy Investment Group | 6,803 | $823.2K | 0.35% | +4+0.1% | Added |
| Kimelman & Baird, LLC | 6,850 | $828.9K | 0.07% | 00.0% | Unchanged |
| Cypress Asset Management Inc | 6,875 | $831.9K | 0.20% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 6,880 | $832.6K | 0.27% | −101−1.4% | Reduced |
| Anchor Investment Management, LLC | 6,926 | $838.1K | 0.07% | −100−1.4% | Reduced |
| Banco de Sabadell, S.A | 6,936 | $839.0K | 0.58% | +33+0.5% | Added |
| Net Worth Advisory Group | 7,013 | $848.6K | 0.19% | +431+6.5% | Added |
| Romano Brothers and Company | 7,043 | $852.3K | 0.11% | +6+0.1% | Added |
| Gladstone Institutional Advisory LLC | 7,057 | $854.0K | 0.04% | −5−0.1% | Reduced |