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 |
|---|---|---|---|---|---|
| Key Client Fiduciary Advisors, LLC | 2,329 | $281.8K | 0.12% | 00.0% | Unchanged |
| Armor Investment Advisors, LLC | 2,319 | $280.6K | 0.11% | −559−19.4% | Reduced |
| Oakworth Capital, Inc. | 2,319 | $280.6K | 0.02% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 2,312 | $279.8K | 0.02% | +500+27.6% | Added |
| Cambiar Investors LLC | 2,303 | $278.7K | 0.01% | −1,810−44.0% | Reduced |
| IFG Advisory, LLC | 2,302 | $278.6K | 0.01% | −10,567−82.1% | Reduced |
| Schmidt P J Investment Management Inc | 2,300 | $278.3K | 0.05% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 2,290 | $277.1K | 0.06% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 2,289 | $277.0K | 0.02% | 00.0% | Unchanged |
| Braun-Bostich & Associates Inc. | 2,284 | $276.4K | 0.19% | +4+0.2% | Added |
| Dillon & Associates Inc | 2,277 | $276.0K | 0.04% | −784−25.6% | Reduced |
| one8zero8, LLC | 2,264 | $274.0K | 0.06% | −600−20.9% | Reduced |
| Financial Security Advisor, Inc. | 2,259 | $273.4K | 0.06% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 2,257 | $273.1K | 1.23% | −104−4.4% | Reduced |
| Tyche Wealth Partners LLC | 2,250 | $272.3K | 0.05% | +6+0.3% | Added |
| Chilton Investment Co LLC | 2,250 | $272.3K | 0.01% | +100+4.7% | Added |
| Wealth Dimensions Group, Ltd. | 2,240 | $271.0K | 0.06% | +2+0.1% | Added |
| Capital Asset Advisory Services LLC | 2,192 | $269.8K | 0.01% | −292−11.8% | Reduced |
| Paradigm Asset Management Co LLC | 2,228 | $269.6K | 0.07% | 00.0% | Unchanged |
| StoneX Group Inc. | 2,224 | $269.1K | 0.01% | −1,861−45.6% | Reduced |
| Mattern Capital Management, LLC | 2,216 | $268.2K | 0.03% | +5+0.2% | Added |
| Claro Advisors LLC | 2,210 | $267.5K | 0.04% | +91+4.3% | Added |
| Gimbal Financial | 2,205 | $266.9K | 0.16% | +2+0.1% | Added |
| Sonora Investment Management Group, LLC | 2,196 | $265.7K | 0.02% | +2,196 | New |
| Blue Barn Wealth, LLC | 2,185 | $264.4K | 0.12% | −10.0% | Reduced |
| OneAscent Financial Services LLC | 2,156 | $264.0K | 0.02% | −122−5.4% | Reduced |
| Guardian Partners Inc. | 2,140 | $263.1K | 0.02% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 2,158 | $261.1K | 0.02% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 2,157 | $261.0K | 0.26% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 2,155 | $260.8K | 0.07% | −400−15.7% | Reduced |
| RVW Wealth, LLC | 2,148 | $259.9K | 0.02% | −100−4.4% | Reduced |
| Farmers National Bank | 2,145 | $259.6K | 0.07% | −100−4.5% | Reduced |
| Boston Trust Walden Corp | 2,140 | $259.0K | 0.00% | 00.0% | Unchanged |
| Prospect Financial Group LLC | 2,134 | $258.2K | 0.27% | +2+0.1% | Added |
| Scott Marsh Financial, LLC | 2,133 | $258.1K | 0.10% | +2,133 | New |
| Cypress Wealth Services, LLC | 2,122 | $256.8K | 0.05% | +138+7.0% | Added |
| Personal Cfo Solutions, LLC | 2,120 | $256.5K | 0.05% | −901−29.8% | Reduced |
| Chicago Capital, LLC | 2,113 | $255.7K | 0.01% | −25−1.2% | Reduced |
| Barry Investment Advisors, LLC | 2,110 | $255.3K | 0.06% | +7+0.3% | Added |
| Steigerwald, Gordon & Koch Inc. | 2,091 | $253.0K | 0.03% | 00.0% | Unchanged |
| Causeway Capital Management LLC | 2,084 | $252.2K | 0.00% | −2,152−50.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 2,077 | $251.3K | 0.02% | +706+51.5% | Added |
| Plimoth Trust Co LLC | 2,067 | $250.1K | 0.06% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 2,062 | $250.0K | 0.01% | +87+4.4% | Added |
| Redwood Wealth Management Group, LLC | 2,063 | $249.6K | 0.11% | −80−3.7% | Reduced |
| Blue Fin Capital, Inc. | 2,061 | $249.4K | 0.04% | +5+0.2% | Added |
| Elk River Wealth Management, LLC | 2,060 | $249.3K | 0.04% | 00.0% | Unchanged |
| F/M Investments LLC | 2,050 | $248.1K | 0.01% | −100−4.7% | Reduced |
| Hudson Capital Management LLC | 2,048 | $247.9K | 0.07% | +2,048 | New |
| Aspiriant, LLC | 2,043 | $247.2K | 0.01% | −201−9.0% | Reduced |
| Connecticut Wealth Management, LLC | 2,040 | $246.9K | 0.01% | −12−0.6% | Reduced |
| Apella Capital, LLC | 2,020 | $246.7K | 0.01% | −519−20.4% | Reduced |
| Puzo Michael J | 2,035 | $246.3K | 0.07% | −400−16.4% | Reduced |
| SeaCrest Wealth Management, LLC | 2,027 | $245.3K | 0.03% | −206−9.2% | Reduced |
| Proficio Capital Partners LLC | 2,021 | $244.6K | 0.02% | −63−3.0% | Reduced |
| New Republic Capital, LLC | 2,020 | $244.5K | 0.09% | −78−3.7% | Reduced |
| Greykasell Wealth Strategies, Inc. | 2,013 | $243.6K | 0.12% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 2,013 | $243.6K | 0.03% | −5−0.2% | Reduced |
| Stanley-Laman Group, Ltd. | 2,000 | $242.0K | 0.04% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 2,000 | $242.0K | 0.04% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 2,000 | $242.0K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 2,000 | $242.0K | 0.10% | −20−1.0% | Reduced |
| Courier Capital LLC | 1,998 | $241.8K | 0.01% | 00.0% | Unchanged |
| Equitable Trust Co | 1,991 | $240.9K | 0.01% | 00.0% | Unchanged |
| Abacus Wealth Partners, LLC | 1,991 | $240.9K | 0.04% | +1,991 | New |
| Wealthstream Advisors, Inc. | 1,975 | $239.0K | 0.04% | +69+3.6% | Added |
| Pacifica Partners Inc. | 1,984 | $238.1K | 0.10% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 1,966 | $237.9K | 0.02% | −171−8.0% | Reduced |
| Western Wealth Management, LLC | 1,965 | $237.7K | 0.01% | +30+1.6% | Added |
| Spinnaker Trust | 1,959 | $237.1K | 0.01% | +1,959 | New |
| Eagle Harbor Asset Management Inc | 1,957 | $236.8K | 0.23% | +1,957 | New |
| Davis R M Inc | 1,956 | $236.7K | 0.00% | −173−8.1% | Reduced |
| Smith, Moore & Co. | 1,955 | $236.6K | 0.02% | +8+0.4% | Added |
| IFP Advisors, Inc | 1,952 | $236.2K | 0.01% | −185−8.7% | Reduced |
| Inscription Capital, LLC | 1,948 | $235.8K | 0.03% | +1,948 | New |
| Capital Advisors Inc | 1,944 | $235.2K | 0.00% | −122−5.9% | Reduced |
| Liberty Wealth Management LLC | 1,849 | $234.4K | 0.04% | −200−9.8% | Reduced |
| Commonwealth Retirement Investments LLC | 1,931 | $233.7K | 0.09% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 1,927 | $233.2K | 0.06% | −350−15.4% | Reduced |
| Syon Capital LLC | 1,913 | $231.5K | 0.02% | +1,913 | New |
| Cura Wealth Advisors, LLC | 1,906 | $230.6K | 0.11% | −85−4.3% | Reduced |
| First Nebraska Trust Co | 1,887 | $228.3K | 0.02% | −177−8.6% | Reduced |
| Advyzon Investment Management, LLC | 1,885 | $228.2K | 0.05% | +1,885 | New |
| CRA Financial Services, LLC | 1,877 | $227.1K | 0.03% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 1,857 | $224.7K | 0.04% | +1,857 | New |
| Rockland Trust Co | 1,850 | $223.9K | 0.01% | −149−7.5% | Reduced |
| 180 Wealth Advisors, LLC | 1,844 | $223.2K | 0.03% | +1,844 | New |
| Total Clarity Wealth Management, Inc. | 1,830 | $221.4K | 0.06% | +1,830 | New |
| Excalibur Management Corp | 1,828 | $221.2K | 0.08% | +8+0.4% | Added |
| Trace Wealth Advisors, LLC | 1,825 | $220.8K | 0.18% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,825 | $220.8K | 0.01% | +475+35.2% | Added |
| Grey Fox Wealth Advisors, LLC | 1,818 | $220.0K | 0.05% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,816 | $219.7K | 0.03% | +109+6.4% | Added |
| Oregon Pacific Wealth Management, LLC | 1,813 | $219.4K | 0.21% | −30−1.6% | Reduced |
| Tompkins Financial Corp | 1,810 | $219.0K | 0.02% | −1,100−37.8% | Reduced |
| Narus Financial Partners, LLC | 1,808 | $218.8K | 0.07% | −256−12.4% | Reduced |
| Mairs & Power Inc | 1,795 | $217.2K | 0.00% | +1,795 | New |
| Union Savings Bank | 1,906 | $216.8K | 0.10% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 1,783 | $215.8K | 0.01% | +1,783 | New |
| Financial Perspectives, Inc | 1,774 | $214.7K | 0.06% | 00.0% | Unchanged |