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; 1,625 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 | 1,625 | $21.3B |
| Q1 2026 | 1,604 | $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 |
|---|---|---|---|---|---|
| Addison Advisors LLC | 2,972 | $359.6K | 0.09% | +236+8.6% | Added |
| Hurlow Wealth Management Group, Inc. | 2,969 | $359.3K | 0.10% | 00.0% | Unchanged |
| Viawealth, LLC | 2,963 | $358.6K | 0.21% | −166−5.3% | Reduced |
| Legacy Capital Group California, Inc. | 2,959 | $358.1K | 0.10% | +275+10.2% | Added |
| Vicus Capital | 2,936 | $355.3K | 0.03% | +70+2.4% | Added |
| Wulff, Hansen & Co. | 2,925 | $354.0K | 0.30% | −5−0.2% | Reduced |
| Carr Financial Group Corp | 2,923 | $353.7K | 0.10% | 00.0% | Unchanged |
| Lantern Wealth Advisors, LLC | 2,900 | $350.9K | 0.21% | +2,900 | New |
| Roehl & Yi Investment Advisors, LLC | 2,893 | $350.1K | 0.18% | 00.0% | Unchanged |
| Busey Wealth Management | 2,889 | $349.6K | 0.01% | −194−6.3% | Reduced |
| Cape Cod Five Cents Savings Bank | 3,039 | $349.5K | 0.03% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 2,870 | $347.3K | 0.09% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 2,858 | $345.8K | 0.03% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 2,849 | $344.0K | 0.02% | −257−8.3% | Reduced |
| J Hagan Capital, Inc. | 3,010 | $343.6K | 0.23% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 2,832 | $342.7K | 0.03% | −25−0.9% | Reduced |
| Brady Family Wealth, LLC | 2,831 | $342.6K | 0.11% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 2,828 | $342.2K | 0.08% | 00.0% | Unchanged |
| Thomasville National Bank | 2,814 | $340.5K | 0.02% | −130−4.4% | Reduced |
| Quad-Cities Investment Group, LLC | 2,809 | $339.9K | 0.15% | −161−5.4% | Reduced |
| Two Sigma Securities, LLC | 2,808 | $339.8K | 0.04% | +2,808 | New |
| Gateway Investment Advisers LLC | 2,801 | $338.9K | 0.00% | +159+6.0% | Added |
| RiverGlades Family Offices LLC | 2,800 | $338.8K | 0.22% | 00.0% | Unchanged |
| Flywheel Private Wealth LLC | 2,797 | $338.5K | 0.27% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 2,794 | $338.1K | 0.02% | −352−11.2% | Reduced |
| Magnus Financial Group LLC | 2,788 | $337.4K | 0.03% | +139+5.2% | Added |
| Spears Abacus Advisors LLC | 2,786 | $337.1K | 0.01% | +8+0.3% | Added |
| Analyst IMS Investment Management Services Ltd. | 2,781 | $337.0K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 2,778 | $336.1K | 0.03% | +44+1.6% | Added |
| Paradigm Capital Management, LLC | 2,775 | $336.0K | 0.33% | +75+2.8% | Added |
| Essex Investment Management Co LLC | 2,775 | $335.8K | 0.06% | 00.0% | Unchanged |
| Riversedge Advisors, LLC | 2,773 | $335.6K | 0.07% | +406+17.2% | Added |
| Xponance, Inc. | 2,771 | $335.3K | 0.00% | +46+1.7% | Added |
| Crestwood Advisors Group LLC | 2,750 | $332.8K | 0.01% | −220−7.4% | Reduced |
| Occidental Asset Management, LLC | 2,734 | $330.8K | 0.05% | −34−1.2% | Reduced |
| Guardian Wealth Advisors, LLC | 2,733 | $330.7K | 0.02% | 00.0% | Unchanged |
| Northstar Group, Inc. | 2,729 | $330.2K | 0.05% | 00.0% | Unchanged |
| American Trust Investment Advisors, LLC | 2,725 | $329.8K | 0.17% | −3,990−59.4% | Reduced |
| Community Bank & Trust, Waco, Texas | 2,707 | $328.0K | 0.07% | +56+2.1% | Added |
| Philadelphia Trust Co | 2,700 | $327.0K | 0.03% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 2,702 | $327.0K | 0.17% | −120−4.3% | Reduced |
| Wealth Alliance Advisory Group, LLC | 2,700 | $326.7K | 0.06% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 2,695 | $326.1K | 0.16% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 2,685 | $324.9K | 0.02% | +567+26.8% | Added |
| Wealthcare Advisory Partners LLC | 2,685 | $324.9K | 0.01% | −356−11.7% | Reduced |
| Evoke Wealth, LLC | 2,674 | $323.6K | 0.01% | +835+45.4% | Added |
| Argent Advisors, Inc. | 2,670 | $323.1K | 0.10% | −193−6.7% | Reduced |
| Watershed Private Wealth LLC | 2,665 | $322.5K | 0.12% | −265−9.0% | Reduced |
| Rossby Financial, LCC | 2,664 | $322.4K | 0.12% | +99+3.9% | Added |
| Graypoint LLC | 2,662 | $322.1K | 0.02% | −306−10.3% | Reduced |
| Ancora Advisors, LLC | 2,653 | $321.1K | 0.01% | −154−5.5% | Reduced |
| Roundview Capital LLC | 2,645 | $320.1K | 0.02% | −13−0.5% | Reduced |
| MONECO Advisors, LLC | 2,635 | $318.8K | 0.03% | +32+1.2% | Added |
| Peddock Capital Advisors, LLC | 2,632 | $318.5K | 0.07% | −550−17.3% | Reduced |
| Rydar Equities, Inc. | 2,630 | $318.3K | 0.25% | +2,630 | New |
| Consolidated Portfolio Review Corp | 2,629 | $318.1K | 0.04% | +31+1.2% | Added |
| BKD Wealth Advisors, LLC | 2,628 | $318.0K | 0.01% | −298−10.2% | Reduced |
| Great Diamond Partners, LLC | 2,619 | $316.9K | 0.07% | +800+44.0% | Added |
| Apexium Financial, LP | 2,613 | $316.2K | 0.02% | +469+21.9% | Added |
| Eagle Strategies LLC | 2,603 | $315.0K | 0.05% | +33+1.3% | Added |
| Meridian Wealth Advisors, LLC | 2,601 | $314.7K | 0.05% | 00.0% | Unchanged |
| Jacobs & Co | 2,600 | $314.0K | 0.03% | 00.0% | Unchanged |
| Key Financial Inc | 2,592 | $313.7K | 0.06% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 2,590 | $313.4K | 0.02% | +630+32.1% | Added |
| Wealth Group, Ltd. | 2,586 | $313.0K | 0.31% | −1,684−39.4% | Reduced |
| Maia Wealth LLC | 2,586 | $312.9K | 0.06% | −700−21.3% | Reduced |
| Compass Ion Advisors, LLC | 2,575 | $311.6K | 0.03% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 2,573 | $311.4K | 0.08% | +5+0.2% | Added |
| Calamos Wealth Management LLC | 2,568 | $310.8K | 0.01% | +716+38.7% | Added |
| BBR Partners, LLC | 2,565 | $310.4K | 0.02% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 2,553 | $308.9K | 0.12% | −98−3.7% | Reduced |
| Walter & Keenan Financial Consulting Co | 2,550 | $308.6K | 0.09% | −1,000−28.2% | Reduced |
| GF Fund Management Co. Ltd. | 2,542 | $307.6K | 0.01% | +2,542 | New |
| Norris Perne & French LLP | 2,531 | $306.3K | 0.02% | +99+4.1% | Added |
| Wimmer Associates 1, LLC | 2,524 | $305.4K | 0.16% | 00.0% | Unchanged |
| Portfolio Design Labs, LLC | 2,502 | $302.8K | 0.06% | −637−20.3% | Reduced |
| GM Advisory Group, Inc. | 2,493 | $301.7K | 0.01% | +2,493 | New |
| Stonegate Investment Group, LLC | 2,488 | $301.1K | 0.01% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 2,537 | $299.3K | 0.01% | +42+1.7% | Added |
| Laraway Financial Inc | 2,467 | $298.5K | 0.23% | 00.0% | Unchanged |
| Change Path, LLC | 2,457 | $297.3K | 0.01% | −20−0.8% | 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 |
| Bruce G. Allen Investments, LLC | 2,448 | $296.2K | 0.22% | −10−0.4% | Reduced |
| Opal Wealth Advisors, LLC | 2,438 | $295.0K | 0.08% | −77−3.1% | Reduced |
| Enterprise Financial Services Corp | 2,429 | $293.9K | 0.16% | +207+9.3% | Added |
| Hopwood Financial Services, Inc. | 2,425 | $293.4K | 0.23% | 00.0% | Unchanged |
| Lawson Kroeker Investment Management Inc | 2,402 | $290.7K | 0.05% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 2,376 | $287.5K | 0.04% | +200+9.2% | Added |
| Argyle Capital Management Inc. | 2,375 | $287.4K | 0.10% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 2,372 | $287.0K | 0.09% | 00.0% | Unchanged |
| Ewa, LLC | 2,371 | $286.9K | 0.09% | +161+7.3% | Added |
| M. Kulyk & Associates, LLC | 2,370 | $286.8K | 0.06% | +144+6.5% | Added |
| Merrion Investment Management Co, LLC | 2,370 | $286.8K | 0.19% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 2,304 | $285.1K | 0.10% | +2,304 | New |
| Hall Capital Management Co Inc | 2,355 | $285.0K | 0.12% | −36−1.5% | Reduced |
| Horizon Wealth Management, LLC | 2,354 | $284.8K | 0.05% | +66+2.9% | Added |
| Clearbridge Investments, LLC | 2,351 | $284.5K | 0.00% | 00.0% | Unchanged |
| Kendall Capital Management | 2,345 | $283.8K | 0.08% | 00.0% | Unchanged |
| Shoker Investment Counsel, Inc. | 2,335 | $282.6K | 0.09% | 00.0% | Unchanged |