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 |
|---|---|---|---|---|---|
| Binnacle Investments Inc | 1,769 | $214.1K | 0.14% | +138+8.5% | Added |
| Gotham Asset Management, LLC | 1,765 | $213.6K | 0.00% | +1,765 | New |
| Capital Advantage, Inc. | 1,757 | $212.6K | 0.03% | +1,757 | New |
| Peoples Financial Services Corp. | 1,755 | $212.4K | 0.10% | −329−15.8% | Reduced |
| Wayfinding Financial, LLC | 1,806 | $212.0K | 0.09% | −82−4.3% | Reduced |
| Founders Financial Alliance, LLC | 1,751 | $211.9K | 0.05% | −704−28.7% | Reduced |
| Goepper Burkhardt LLC | 1,750 | $211.8K | 0.08% | −200−10.3% | Reduced |
| Fulcrum Equity Management | 1,749 | $211.6K | 0.22% | +1,749 | New |
| Ledyard National Bank | 1,748 | $211.5K | 0.02% | +1,748 | New |
| Verdence Capital Advisors LLC | 1,743 | $210.9K | 0.01% | +1,743 | New |
| Sapient Capital LLC | 1,734 | $209.8K | 0.00% | +1,734 | New |
| Bristlecone Advisors, LLC | 1,726 | $208.9K | 0.02% | +1,726 | New |
| Delaney Dennis R | 1,725 | $208.7K | 0.11% | +1,725 | New |
| First County Bank | 1,719 | $208.0K | 0.11% | +1,719 | New |
| Anchor Capital Advisors LLC | 1,718 | $207.9K | 0.01% | +1,718 | New |
| Mattern Wealth Management LLC | 1,709 | $206.8K | 0.04% | +1,709 | New |
| Ellsworth Advisors, LLC | 1,695 | $205.1K | 0.05% | +1,695 | New |
| Camden Capital, LLC | 1,692 | $204.8K | 0.02% | +1,692 | New |
| Harbor Investment Advisory, LLC | 1,692 | $204.7K | 0.02% | −137−7.5% | Reduced |
| JBGlobal.com LLC | 1,689 | $204.4K | 0.21% | +1,689 | New |
| Kovack Advisors, Inc. | 1,687 | $204.2K | 0.02% | +1,687 | New |
| Cobblestone Capital Advisors LLC | 1,684 | $203.8K | 0.01% | −200−10.6% | Reduced |
| Keystone Financial Group | 1,700 | $203.7K | 0.02% | +1,700 | New |
| MidWestOne Financial Group, Inc. | 1,675 | $202.7K | 0.03% | +1,675 | New |
| Tritonpoint Wealth, LLC | 1,674 | $202.6K | 0.02% | +1,674 | New |
| Schnieders Capital Management LLC | 1,671 | $202.2K | 0.04% | +1,671 | New |
| FSM Wealth Advisors, LLC | 1,652 | $201.7K | 0.03% | +1,652 | New |
| Post Resch Tallon Group Inc. | 1,665 | $201.5K | 0.19% | +1,665 | New |
| Integrated Advisors Network LLC | 1,663 | $201.2K | 0.01% | +1,663 | New |
| Community Bank, N.A. | 1,628 | $197.0K | 0.03% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,596 | $193.1K | 0.03% | +270+20.4% | Added |
| Tower Research Capital LLC (TRC) | 1,595 | $193.0K | 0.01% | +1,510+1,776.5% | Added |
| BNP Paribas Arbitrage, SA | 1,581 | $191.3K | 0.00% | −283−15.2% | Reduced |
| Fairscale Capital, LLC | 1,681 | $191.2K | 0.14% | +130+8.4% | Added |
| Whipplewood Advisors, LLC | 1,579 | $191.1K | 0.10% | −38−2.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 1,578 | $191.0K | 0.05% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,556 | $188.3K | 0.01% | +51+3.4% | Added |
| UMA Financial Services, Inc. | 1,541 | $186.5K | 0.03% | +85+5.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,534 | $185.6K | 0.00% | −340−18.1% | Reduced |
| Cascades Capital Asset Management, LLC | 1,493 | $180.7K | 0.09% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,479 | $179.0K | 0.10% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 1,469 | $177.8K | 0.15% | +40+2.8% | Added |
| Spire Wealth Management | 1,465 | $177.2K | 0.01% | −1,567−51.7% | Reduced |
| HHM Wealth Advisors, LLC | 1,450 | $175.5K | 0.02% | −52−3.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,436 | $173.7K | 0.08% | +281+24.3% | Added |
| Hills Bank & Trust Co | 1,412 | $170.9K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 1,408 | $170.4K | 0.01% | +1,408 | New |
| North Star Investment Management Corp. | 1,360 | $164.6K | 0.01% | +2+0.1% | Added |
| United Community Bank | 1,346 | $162.9K | 0.06% | −95−6.6% | Reduced |
| Ridgewood Investments LLC | 1,308 | $158.3K | 0.07% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,307 | $158.2K | 0.04% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,259 | $152.4K | 0.04% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,249 | $151.1K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 1,233 | $149.2K | 0.01% | −267−17.8% | Reduced |
| Nisa Investment Advisors, LLC | 1,222 | $147.9K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 1,200 | $145.2K | 0.09% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,164 | $140.9K | 0.02% | 00.0% | Unchanged |
| North Capital, Inc. | 1,105 | $133.7K | 0.12% | −58−5.0% | Reduced |
| State of Wyoming | 1,102 | $133.4K | 0.02% | −18−1.6% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 1,094 | $132.4K | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 1,061 | $128.4K | 0.00% | −17,212−94.2% | Reduced |
| Larson Financial Group LLC | 1,057 | $127.9K | 0.01% | −255−19.4% | Reduced |
| Dunhill Financial, LLC | 1,055 | $127.8K | 0.04% | +595+129.3% | Added |
| Grove Bank & Trust | 1,018 | $123.2K | 0.02% | +13+1.3% | Added |
| Kozak & Associates, Inc. | 1,000 | $122.9K | 0.03% | +1,000 | New |
| Glen Eagle Advisors, LLC | 1,009 | $122.1K | 0.02% | −9−0.9% | Reduced |
| Smithfield Trust Co | 1,024 | $122.0K | 0.01% | +44+4.5% | Added |
| Colonial Trust Advisors | 1,001 | $121.1K | 0.01% | −1,275−56.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 982 | $118.8K | 0.01% | +18+1.9% | Added |
| High Note Wealth, LLC | 978 | $118.3K | 0.03% | 00.0% | Unchanged |
| Pandora Wealth, Inc. | 977 | $118.2K | 0.07% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 925 | $111.9K | 0.02% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 901 | $109.0K | 0.04% | +94+11.6% | Added |
| Ramirez Asset Management, Inc. | 900 | $108.9K | 0.02% | −200−18.2% | Reduced |
| CGC Financial Services, LLC | 872 | $105.5K | 0.04% | 00.0% | Unchanged |
| City State Bank | 855 | $103.5K | 0.03% | 00.0% | Unchanged |
| Hoese & Co LLP | 825 | $99.8K | 0.08% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 820 | $99.2K | 0.02% | +100+13.9% | Added |
| Edmond de Rothschild Holding S.A. | 800 | $96.8K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 800 | $96.8K | 0.12% | +800 | New |
| Crewe Advisors LLC | 775 | $93.8K | 0.01% | 00.0% | Unchanged |
| Crews Bank & Trust | 745 | $90.2K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 742 | $89.8K | 0.01% | +396+114.5% | Added |
| Golden State Wealth Management, LLC | 710 | $85.9K | 0.01% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 693 | $85.3K | 0.05% | −35−4.8% | Reduced |
| MeadowBrook Investment Advisors LLC | 700 | $84.9K | 0.08% | +700 | New |
| 10Elms LLP | 700 | $84.7K | 0.08% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 700 | $84.7K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 686 | $83.0K | 0.01% | +3+0.4% | Added |
| Sierra Ocean, LLC | 676 | $81.8K | 0.06% | +74+12.3% | Added |
| MorganRosel Wealth Management, LLC | 675 | $81.7K | 0.02% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 657 | $79.4K | 0.03% | +657 | New |
| Costello Asset Management, INC | 641 | $77.6K | 0.03% | −55−7.9% | Reduced |
| IMA Wealth, Inc. | 640 | $77.4K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 637 | $77.1K | 0.04% | +50+8.5% | Added |
| Hanson & Doremus Investment Management | 625 | $76.0K | 0.01% | −3,903−86.2% | Reduced |
| Murphy & Mullick Capital Management Corp | 650 | $73.9K | 0.06% | 00.0% | Unchanged |
| First Financial Corp | 599 | $72.5K | 0.03% | −9−1.5% | Reduced |
| Bogart Wealth, LLC | 598 | $72.4K | 0.00% | +206+52.6% | Added |
| Twin Peaks Wealth Advisors, LLC | 579 | $69.1K | 0.02% | +579 | New |