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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 147,261 | $17.8M | 0.03% | +20,733+16.4% | Added |
| Wilkins Investment Counsel Inc | 139,420 | $16.9M | 2.39% | −9,895−6.6% | Reduced |
| Coleford Investment Management Ltd. | 138,750 | $16.8M | 4.34% | −750−0.5% | Reduced |
| Boston Common Asset Management, LLC | 138,583 | $16.8M | 0.47% | −11,877−7.9% | Reduced |
| John G Ullman & Associates Inc | 137,407 | $16.6M | 2.47% | −716−0.5% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 136,823 | $16.6M | 3.28% | +455+0.3% | Added |
| ProVise Management Group, LLC | 136,467 | $16.5M | 1.30% | +3,644+2.7% | Added |
| GW Henssler & Associates Ltd | 135,406 | $16.4M | 0.88% | −1,012−0.7% | Reduced |
| Mercer Global Advisors Inc | 134,906 | $16.3M | 0.04% | −7,101−5.0% | Reduced |
| Ingalls & Snyder LLC | 132,017 | $16.0M | 0.57% | +5,769+4.6% | Added |
| JustInvest LLC | 125,612 | $15.2M | 0.17% | +16,063+14.7% | Added |
| Tocqueville Asset Management L.P. | 116,314 | $14.1M | 0.21% | −1,179−1.0% | Reduced |
| Neuberger Berman Group LLC | 115,299 | $14.0M | 0.01% | +6,169+5.7% | Added |
| Allspring Global Investments Holdings, LLC | 110,120 | $13.6M | 0.02% | −2,349−2.1% | Reduced |
| Edgemoor Investment Advisors, Inc. | 110,739 | $13.4M | 1.16% | −1,595−1.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 106,636 | $12.9M | 0.10% | +9,588+9.9% | Added |
| Cresset Asset Management, LLC | 104,952 | $12.7M | 0.06% | −8,881−7.8% | Reduced |
| Pathstone Holdings, LLC | 103,024 | $12.5M | 0.05% | −26,459−20.4% | Reduced |
| New York State Common Retirement Fund | 102,545 | $12.4M | 0.02% | +1,020+1.0% | Added |
| Ritholtz Wealth Management | 100,665 | $12.2M | 0.27% | +9,355+10.2% | Added |
| Federated Hermes, Inc. | 99,603 | $12.1M | 0.02% | −1,473−1.5% | Reduced |
| Zevin Asset Management LLC | 99,336 | $12.0M | 1.73% | −2,173−2.1% | Reduced |
| Exencial Wealth Advisors, LLC | 98,416 | $11.9M | 0.42% | −19,603−16.6% | Reduced |
| Rockefeller Capital Management L.P. | 97,743 | $11.8M | 0.03% | −3,920−3.9% | Reduced |
| Manning & Napier Advisors LLC | 95,915 | $11.6M | 0.14% | −37,393−28.1% | Reduced |
| Allworth Financial LP | 95,858 | $11.6M | 0.06% | +971+1.0% | Added |
| American Assets Investment Management, LLC | 93,610 | $11.3M | 0.91% | 00.0% | Unchanged |
| Euro Pacific Asset Management, LLC | 93,058 | $11.3M | 1.82% | −903−1.0% | Reduced |
| Bahl & Gaynor Inc | 91,639 | $11.1M | 0.06% | −1,915−2.0% | Reduced |
| Manufacturers Life Insurance Company, The | 90,592 | $11.0M | 0.01% | +110.0% | Added |
| Capital Wealth Planning, LLC | 90,385 | $10.9M | 0.09% | +38,925+75.6% | Added |
| Matthew Goff Investment Advisor, LLC | 88,759 | $10.7M | 1.99% | −602−0.7% | Reduced |
| Osterweis Capital Management Inc | – | $10.7M | 0.51% | – | – |
| Callan Family Office, LLC | 87,048 | $10.5M | 0.33% | +60,949+233.5% | Added |
| Bartlett & Co. Wealth Management LLC | 85,823 | $10.4M | 0.14% | +636+0.7% | Added |
| CWM, LLC | 82,659 | $10.0M | 0.04% | +13,687+19.8% | Added |
| Investment House LLC | 81,817 | $9.90M | 0.50% | −387−0.5% | Reduced |
| Eldred Rock Partners, LLC | 80,882 | $9.79M | 2.97% | +47+0.1% | Added |
| Ethic Inc. | 81,348 | $9.76M | 0.17% | −4,573−5.3% | Reduced |
| Gabelli Funds LLC | 79,400 | $9.61M | 0.07% | −500−0.6% | Reduced |
| Altrius Capital Management Inc | 78,909 | $9.55M | 2.23% | −703−0.9% | Reduced |
| Sanctuary Advisors, LLC | 78,568 | $9.51M | 0.06% | +1,604+2.1% | Added |
| Victory Capital Management Inc | 78,104 | $9.45M | 0.01% | −44,926−36.5% | Reduced |
| Tweedy, Browne Co LLC | 77,269 | $9.35M | 0.87% | −3,756−4.6% | Reduced |
| Cohen Capital Management, Inc. | 77,263 | $9.35M | 1.52% | −1,640−2.1% | Reduced |
| Live Oak Private Wealth LLC | 76,615 | $9.27M | 1.38% | −69−0.1% | Reduced |
| United Capital Financial Advisers, LLC | 76,452 | $9.25M | 0.07% | −426−0.6% | Reduced |
| Clifford Swan Investment Counsel LLC | 76,420 | $9.25M | 0.33% | −2,109−2.7% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 75,841 | $9.18M | 2.40% | +221+0.3% | Added |
| Congress Wealth Management LLC | 75,340 | $9.12M | 0.09% | +26,009+52.7% | Added |
| Massachusetts Financial Services Co | 74,488 | $9.01M | 0.00% | +34,537+86.4% | Added |
| Tower Bridge Advisors | 74,344 | $9.00M | 0.97% | −3,591−4.6% | Reduced |
| Lockheed Martin Investment Management Co | 73,700 | $8.92M | 0.33% | +73,700 | New |
| Reynders McVeigh Capital Management, LLC | 73,657 | $8.91M | 0.44% | −2,701−3.5% | Reduced |
| AQR Capital Management LLC | 73,512 | $8.90M | 0.01% | +50,939+225.7% | Added |
| Alliancebernstein L.P. | 71,972 | $8.71M | 0.00% | −36,753−33.8% | Reduced |
| National Bank of Canada | 71,204 | $8.69M | 0.01% | +23,733+50.0% | Added |
| Camden National Bank | 71,057 | $8.60M | 1.24% | −1,251−1.7% | Reduced |
| Baird Financial Group, Inc. | 69,062 | $8.36M | 0.01% | −16,069−18.9% | Reduced |
| GWM Advisors LLC | 68,283 | $8.26M | 0.04% | −8,805−11.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 66,544 | $8.05M | 0.01% | −53−0.1% | Reduced |
| Blair William & Co | 66,107 | $8.00M | 0.02% | −10,415−13.6% | Reduced |
| Legal & General Group Plc | 65,156 | $7.88M | 0.00% | +14,073+27.5% | Added |
| Empowered Funds, LLC | 64,835 | $7.85M | 0.09% | +49,010+309.7% | Added |
| Mengis Capital Management, Inc. | 64,483 | $7.80M | 1.66% | −15,630−19.5% | Reduced |
| GQG Partners LLC | 62,535 | $7.57M | 0.01% | +59,079+1,709.5% | Added |
| Banco Santander, S.A. | 62,361 | $7.55M | 0.07% | −63−0.1% | Reduced |
| Welch & Forbes LLC | 61,809 | $7.48M | 0.09% | +515+0.8% | Added |
| Beacon Pointe Advisors, LLC | 61,105 | $7.39M | 0.08% | +2,638+4.5% | Added |
| RMB Capital Management, LLC | 60,222 | $7.29M | 0.14% | +4,372+7.8% | Added |
| Country Club Bank | 60,099 | $7.21M | 0.45% | −848−1.4% | Reduced |
| Pinnacle Associates Ltd | 58,075 | $7.03M | 0.10% | −626−1.1% | Reduced |
| Fiduciary Trust Co | 57,995 | $7.02M | 0.09% | −1,428−2.4% | Reduced |
| Quadrant Capital Group LLC | 57,432 | $6.95M | 0.25% | −7,545−11.6% | Reduced |
| Park Avenue Securities LLC | 55,319 | $6.69M | 0.06% | +8,811+18.9% | Added |
| Whittier Trust Co | 55,038 | $6.66M | 0.08% | +1,849+3.5% | Added |
| Jarislowsky, Fraser Ltd | 53,447 | $6.47M | 0.04% | −700−1.3% | Reduced |
| Atria Investments LLC | 53,286 | $6.45M | 0.08% | +6,793+14.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 52,862 | $6.40M | 0.02% | −5,603−9.6% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 52,701 | $6.38M | 2.08% | +762+1.5% | Added |
| Boston Partners | 52,730 | $6.37M | 0.01% | +11,247+27.1% | Added |
| Monte Financial Group, LLC | 52,462 | $6.35M | 2.47% | −492−0.9% | Reduced |
| Bleakley Financial Group, LLC | 52,167 | $6.31M | 0.16% | −756−1.4% | Reduced |
| Great Valley Advisor Group, Inc. | 52,022 | $6.30M | 0.14% | +37,429+256.5% | Added |
| Colony Group, LLC | 51,637 | $6.25M | 0.01% | +4,089+8.6% | Added |
| Glassy Mountain Advisors, Inc. | 51,437 | $6.22M | 2.00% | +1,071+2.1% | Added |
| Narwhal Capital Management | 50,760 | $6.14M | 0.49% | −1,222−2.4% | Reduced |
| Geneos Wealth Management Inc. | 50,728 | $6.14M | 0.15% | +17,446+52.4% | Added |
| Deutsche Bank AG | 50,667 | $6.13M | 0.00% | −375−0.7% | Reduced |
| Advisors Capital Management, LLC | 50,350 | $6.09M | 0.08% | +4,733+10.4% | Added |
| Brown Brothers Harriman & Co | 50,177 | $6.07M | 0.04% | −11,362−18.5% | Reduced |
| Wetherby Asset Management Inc | 49,964 | $6.05M | 0.27% | +49,964 | New |
| Keybank National Association | 49,377 | $5.98M | 0.02% | +5,742+13.2% | Added |
| Pittenger & Anderson Inc | 49,020 | $5.93M | 0.22% | +750+1.6% | Added |
| Cardinal Capital Management | 49,013 | $5.93M | 0.87% | +1,062+2.2% | Added |
| Rathbone Brothers plc | 48,599 | $5.88M | 0.03% | −347−0.7% | Reduced |
| Smithbridge Asset Management Inc | 48,524 | $5.87M | 1.03% | +535+1.1% | Added |
| Jane Street Group, LLC | 48,065 | $5.82M | 0.01% | −53,393−52.6% | Reduced |
| Catalyst Capital Advisors LLC | 47,592 | $5.76M | 0.12% | +4,500+10.4% | Added |
| Steward Partners Investment Advisory, LLC | 47,199 | $5.71M | 0.04% | +3,614+8.3% | Added |