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 |
|---|---|---|---|---|---|
| JNBA Financial Advisors | 7,074 | $856.0K | 0.08% | 00.0% | Unchanged |
| St. Clair Advisors, LLC | 7,092 | $858.2K | 0.22% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 7,100 | $859.1K | 0.04% | +1,711+31.7% | Added |
| Means Investment Co., Inc. | 7,112 | $860.6K | 0.08% | +46+0.7% | Added |
| Texas Bank & Trust Co | 7,203 | $871.6K | 0.35% | −504−6.5% | Reduced |
| Diversify Advisory Services, LLC | 7,376 | $880.1K | 0.03% | +4,333+142.4% | Added |
| AE Wealth Management LLC | 7,289 | $882.1K | 0.01% | +580+8.6% | Added |
| Lee Danner & Bass Inc | 7,323 | $886.2K | 0.07% | −324−4.2% | Reduced |
| Central Trust Co | 7,329 | $886.9K | 0.02% | 00.0% | Unchanged |
| Twin City Private Wealth, LLC | 7,382 | $893.3K | 0.73% | +281+4.0% | Added |
| Point72 Hong Kong Ltd | 7,392 | $894.5K | 0.06% | +3,550+92.4% | Added |
| Ruggaard & Associates LLC | 7,399 | $895.3K | 0.36% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 7,422 | $898.2K | 0.02% | +150+2.1% | Added |
| TrueMark Investments, LLC | 7,425 | $898.5K | 0.19% | +1,150+18.3% | Added |
| Jacobi Capital Management LLC | 7,493 | $906.7K | 0.06% | +404+5.7% | Added |
| Applied Finance Capital Management, LLC | 7,503 | $907.9K | 0.06% | −943−11.2% | Reduced |
| Covenant Partners, LLC | 7,542 | $912.7K | 0.27% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 7,565 | $915.5K | 0.03% | +4,588+154.1% | Added |
| Keystone Financial Services | 7,569 | $915.9K | 0.31% | +77+1.0% | Added |
| Montag A & Associates Inc | 7,575 | $916.6K | 0.04% | 00.0% | Unchanged |
| Bangor Savings Bank | 7,578 | $917.0K | 0.08% | +197+2.7% | Added |
| Essex Financial Services, Inc. | 7,581 | $917.4K | 0.06% | +373+5.2% | Added |
| RD Lewis Holdings, Inc. | 7,991 | $926.3K | 0.94% | +90+1.1% | Added |
| Hartford Funds Management Co LLC | 7,667 | $928.1K | 0.08% | +267+3.6% | Added |
| Versant Capital Management, Inc | 7,713 | $933.4K | 0.14% | +206+2.7% | Added |
| AlphaCore Capital LLC | 7,729 | $935.3K | 0.04% | +3,029+64.4% | Added |
| Foundations Investment Advisors, LLC | 7,735 | $936.1K | 0.01% | −278−3.5% | Reduced |
| Keel Point, LLC | 7,746 | $937.3K | 0.06% | +872+12.7% | Added |
| Avidian Wealth Solutions, LLC | 7,749 | $937.8K | 0.04% | +90+1.2% | Added |
| Mather Group, LLC. | 7,811 | $945.2K | 0.01% | −100−1.3% | Reduced |
| Chicago Trust Co NA | 7,871 | $952.5K | 0.13% | +2,877+57.6% | Added |
| Five Oceans Advisors | 7,908 | $956.9K | 0.41% | +565+7.7% | Added |
| Sivia Capital Partners, LLC | 7,959 | $963.1K | 0.33% | +2,581+48.0% | Added |
| Kennon-Green & Company, LLC | 7,846 | $965.8K | 0.77% | −270−3.3% | Reduced |
| Fort Sheridan Advisors LLC | 8,027 | $971.3K | 0.14% | 00.0% | Unchanged |
| Valley National Advisers Inc | 8,033 | $972.0K | 0.16% | −809−9.1% | Reduced |
| GAMMA Investing LLC | 8,086 | $978.5K | 0.06% | +1,562+23.9% | Added |
| Associated Banc-Corp | 8,101 | $980.3K | 0.03% | −224−2.7% | Reduced |
| Sagespring Wealth Partners, LLC | 8,110 | $981.3K | 0.02% | +2,351+40.8% | Added |
| Sage Rhino Capital LLC | 8,120 | $982.6K | 0.21% | +99+1.2% | Added |
| Harbour Trust & Investment Management Co | 8,163 | $987.8K | 0.11% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 8,282 | $1.00M | 0.00% | −192−2.3% | Reduced |
| South State Corp. | 8,292 | $1.00M | 0.04% | −726−8.1% | Reduced |
| Northcape Wealth Management, LLC | 8,370 | $1.01M | 0.31% | 00.0% | Unchanged |
| Value Partners Investments Inc. | 8,391 | $1.01M | 0.08% | +1,297+18.3% | Added |
| Ameritas Advisory Services, LLC | 8,405 | $1.02M | 0.05% | −1,435−14.6% | Reduced |
| Sittner & Nelson, LLC | 8,417 | $1.02M | 0.41% | −112−1.3% | Reduced |
| Stratos Wealth Advisors, LLC | 8,421 | $1.02M | 0.05% | +28+0.3% | Added |
| Meridian Wealth Management, LLC | 8,446 | $1.02M | 0.04% | +4,076+93.3% | Added |
| Beverly Hills Private Wealth, LLC | 8,562 | $1.04M | 0.19% | −125−1.4% | Reduced |
| Simplicity Wealth,LLC | 8,586 | $1.04M | 0.04% | +5,016+140.5% | Added |
| Simmons Bank | 8,729 | $1.06M | 0.08% | −445−4.9% | Reduced |
| Valmark Advisers, Inc. | 8,813 | $1.07M | 0.01% | +19+0.2% | Added |
| Toroso Investments, LLC | 8,841 | $1.07M | 0.01% | +704+8.7% | Added |
| Beaton Management Co. Inc. | 8,873 | $1.07M | 0.52% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 8,905 | $1.08M | 1.02% | −995−10.1% | Reduced |
| 1620 Investment Advisors, Inc. | 8,958 | $1.08M | 0.77% | +126+1.4% | Added |
| Cambridge Advisors Inc. | 8,975 | $1.09M | 0.23% | −700−7.2% | Reduced |
| YANKCOM Partnership | 9,004 | $1.09M | 0.53% | +44+0.5% | Added |
| PDS Planning, Inc | 9,069 | $1.10M | 0.08% | +172+1.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 9,080 | $1.10M | 0.00% | +55+0.6% | Added |
| Kensington Investment Counsel, LLC | 9,100 | $1.10M | 0.47% | +9+0.1% | Added |
| Court Place Advisors, LLC | 9,120 | $1.10M | 0.35% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 9,128 | $1.10M | 0.01% | −941−9.3% | Reduced |
| SevenBridge Financial Group, LLC | 9,261 | $1.10M | 0.19% | −1,267−12.0% | Reduced |
| Independence Bank of Kentucky | 9,207 | $1.11M | 0.16% | 00.0% | Unchanged |
| XTX Topco Ltd | 9,213 | $1.11M | 0.05% | +6,932+303.9% | Added |
| National Asset Management, Inc. | 9,220 | $1.12M | 0.05% | −13,233−58.9% | Reduced |
| Valeo Financial Advisors, LLC | 9,266 | $1.12M | 0.03% | +746+8.8% | Added |
| HighPoint Advisor Group LLC | 9,280 | $1.12M | 0.06% | +123+1.3% | Added |
| WealthPlan Investment Management, LLC | 9,314 | $1.13M | 0.08% | −180−1.9% | Reduced |
| LCNB Corp | 9,321 | $1.13M | 0.40% | −75−0.8% | Reduced |
| Savvy Advisors, Inc. | 9,328 | $1.13M | 0.08% | +1,547+19.9% | Added |
| Retirement Guys Formula LLC | 9,361 | $1.13M | 0.43% | +954+11.3% | Added |
| Wolverine Trading, LLC | 9,476 | $1.14M | 0.03% | +1,522+19.1% | Added |
| Hutchinson Financial Advisors, INC | 9,422 | $1.14M | 1.28% | +9,422 | New |
| FRG Family Wealth Advisors LLC | 9,440 | $1.14M | 0.20% | 00.0% | Unchanged |
| Welch Group, LLC | 9,466 | $1.15M | 0.05% | +20+0.2% | Added |
| Becker Capital Management Inc | 9,477 | $1.15M | 0.04% | 00.0% | Unchanged |
| New Hampshire Trust | 9,483 | $1.15M | 0.24% | +749+8.6% | Added |
| Meriwether Wealth & Planning, LLC | 9,492 | $1.15M | 0.72% | −235−2.4% | Reduced |
| Pitcairn Co | 9,501 | $1.15M | 0.08% | −1,089−10.3% | Reduced |
| Old National Bancorp | 9,526 | $1.15M | 0.02% | −917−8.8% | Reduced |
| Modern Wealth Management, LLC | 9,536 | $1.15M | 0.03% | +1,781+23.0% | Added |
| Eastern Bank | 9,554 | $1.16M | 0.02% | −1,818−16.0% | Reduced |
| Smart Money Group LLC | 9,561 | $1.16M | 0.36% | +1,167+13.9% | Added |
| Novem Group | 9,581 | $1.16M | 0.15% | +9,581 | New |
| Mystic Asset Management, Inc. | 9,619 | $1.16M | 0.28% | 00.0% | Unchanged |
| XML Financial, LLC | 9,629 | $1.17M | 0.10% | −866−8.3% | Reduced |
| Clarius Group, LLC | 9,631 | $1.17M | 0.07% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 9,700 | $1.17M | 0.00% | −88,654−90.1% | Reduced |
| Chilton Capital Management LLC | 9,830 | $1.19M | 0.04% | −72−0.7% | Reduced |
| Adviser Investments LLC | 9,859 | $1.19M | 0.01% | +77+0.8% | Added |
| Global Retirement Partners, LLC | 10,006 | $1.21M | 0.03% | +10,006 | New |
| Pine Valley Investments Ltd Liability Co | 10,113 | $1.22M | 0.07% | −4,324−30.0% | Reduced |
| Atria Wealth Solutions, Inc. | 10,113 | $1.23M | 0.03% | −14,245−58.5% | Reduced |
| Mayflower Financial Advisors, LLC | 10,143 | $1.23M | 0.17% | +22+0.2% | Added |
| Crux Wealth Advisors | 10,146 | $1.23M | 0.52% | +3,218+46.4% | Added |
| Transcend Wealth Collective, LLC | 10,153 | $1.23M | 0.10% | −249−2.4% | Reduced |
| First Affirmative Financial Network | 10,164 | $1.23M | 0.63% | +1,106+12.2% | Added |