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 |
|---|---|---|---|---|---|
| Logan Capital Management Inc | 46,660 | $5.65M | 0.26% | +4,701+11.2% | Added |
| Trust Co of Vermont | 46,558 | $5.63M | 0.27% | −338−0.7% | Reduced |
| First Manhattan Co | 45,848 | $5.55M | 0.02% | −3,612−7.3% | Reduced |
| Auto-Owners Insurance Co | 45,143 | $5.46M | 0.12% | +38,750+606.1% | Added |
| Scotia Capital Inc. | 44,901 | $5.43M | 0.03% | +1,491+3.4% | Added |
| Signaturefd, LLC | 44,718 | $5.41M | 0.09% | +1,627+3.8% | Added |
| Financial Gravity Companies, Inc. | 44,198 | $5.35M | 1.05% | +44,198 | New |
| Fiera Capital Corp | 43,671 | $5.28M | 0.02% | +43,671 | New |
| Henry James International Management, Inc. | 43,599 | $5.28M | 1.73% | −2,400−5.2% | Reduced |
| Greenfield Seitz Capital Management, LLC | 43,367 | $5.25M | 1.85% | −60−0.1% | Reduced |
| Voya Investment Management LLC | 43,225 | $5.23M | 0.01% | +3,965+10.1% | Added |
| Pensionmark Financial Group, LLC | 42,757 | $5.17M | 0.12% | +1,286+3.1% | Added |
| Naviter Wealth, LLC | 42,083 | $5.09M | 0.63% | +2,090+5.2% | Added |
| Greenup Street Wealth Management LLC | 42,007 | $5.08M | 0.88% | +901+2.2% | Added |
| Perennial Advisors, LLC | 41,945 | $5.08M | 0.94% | −71−0.2% | Reduced |
| Bryn Mawr Trust Co | 41,243 | $4.99M | 0.09% | −216−0.5% | Reduced |
| Private Advisor Group, LLC | 41,140 | $4.98M | 0.03% | +2,150+5.5% | Added |
| Hamel Associates, Inc. | 40,755 | $4.93M | 1.67% | −305−0.7% | Reduced |
| Carret Asset Management, LLC | 40,081 | $4.85M | 0.52% | +236+0.6% | Added |
| Fred Alger Management, LLC | 39,512 | $4.78M | 0.02% | +12,155+44.4% | Added |
| Brinker Capital Investments, LLC | 39,469 | $4.78M | 0.04% | +4,797+13.8% | Added |
| Rhumbline Advisers | 38,953 | $4.71M | 0.00% | +353+0.9% | Added |
| Arlington Partners LLC | 38,905 | $4.71M | 1.74% | −1,977−4.8% | Reduced |
| Argent Trust Co | 38,895 | $4.71M | 0.18% | +2,038+5.5% | Added |
| Farmers & Merchants Investments Inc | 38,891 | $4.71M | 0.14% | −1,650−4.1% | Reduced |
| Hayek Kallen Investment Management | 38,890 | $4.71M | 1.60% | −595−1.5% | Reduced |
| Oppenheimer & Co Inc | 37,995 | $4.60M | 0.06% | +1,160+3.1% | Added |
| HRT Financial LP | 37,980 | $4.59M | 0.02% | −8,718−18.7% | Reduced |
| Sequoia Financial Advisors, LLC | 37,963 | $4.59M | 0.03% | +5,186+15.8% | Added |
| Baldwin Brothers Inc | 37,644 | $4.56M | 0.31% | −3,776−9.1% | Reduced |
| Crossmark Global Holdings, Inc. | 37,363 | $4.52M | 0.07% | −1,306−3.4% | Reduced |
| Haverford Trust Co | 37,238 | $4.51M | 0.04% | −27−0.1% | Reduced |
| Sphera Funds Management Ltd. | 37,000 | $4.48M | 1.17% | −13,000−26.0% | Reduced |
| Principal Securities, Inc. | 36,684 | $4.44M | 0.08% | +7,814+27.1% | Added |
| Avantax Advisory Services, Inc. | 35,883 | $4.34M | 0.02% | +2,878+8.7% | Added |
| Dearborn Partners LLC | 35,210 | $4.26M | 0.20% | −26,963−43.4% | Reduced |
| Woodmont Investment Counsel LLC | 34,768 | $4.21M | 0.28% | −344−1.0% | Reduced |
| Diamond Hill Capital Management Inc | 34,277 | $4.15M | 0.02% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 34,785 | $4.10M | 1.04% | −1,947−5.3% | Reduced |
| Azzad Asset Management Inc | 33,799 | $4.09M | 0.44% | −1,364−3.9% | Reduced |
| Davenport & Co LLC | 33,683 | $4.08M | 0.02% | +2,758+8.9% | Added |
| Pekin Hardy Strauss, Inc. | 33,491 | $4.05M | 0.46% | −1,754−5.0% | Reduced |
| Daymark Wealth Partners, LLC | 33,307 | $4.03M | 0.15% | +3,709+12.5% | Added |
| Aquatic Capital Management LLC | 33,240 | $4.02M | 0.08% | +33,240 | New |
| Vident Advisory, LLC | 33,158 | $4.01M | 0.05% | +290+0.9% | Added |
| WealthTrust Axiom LLC | 32,650 | $3.95M | 1.16% | −2,235−6.4% | Reduced |
| Cornerstone Wealth Group, LLC | 32,611 | $3.95M | 0.30% | +1,173+3.7% | Added |
| Chesley Taft & Associates LLC | 31,197 | $3.78M | 0.17% | −950−3.0% | Reduced |
| Moors & Cabot, Inc. | 31,062 | $3.76M | 0.17% | +1,815+6.2% | Added |
| Northeast Investment Management | 30,970 | $3.75M | 0.16% | −66−0.2% | Reduced |
| Merit Financial Group, LLC | 30,520 | $3.69M | 0.04% | +10,542+52.8% | Added |
| Fort Washington Investment Advisors Inc | 30,175 | $3.65M | 0.02% | −1,050−3.4% | Reduced |
| Advisory Services Network, LLC | 32,102 | $3.65M | 0.06% | +747+2.4% | Added |
| Providence Capital Advisors, LLC | 30,129 | $3.65M | 0.67% | +840+2.9% | Added |
| Lido Advisors, LLC | 30,001 | $3.63M | 0.02% | +13,881+86.1% | Added |
| Kestra Advisory Services, LLC | 29,712 | $3.60M | 0.02% | +73+0.2% | Added |
| Prentiss Smith & Co Inc | 29,334 | $3.55M | 2.11% | −18,558−38.7% | Reduced |
| Northside Capital Management, LLC | 29,290 | $3.54M | 0.27% | +25,994+788.7% | Added |
| TD Waterhouse Canada Inc. | 28,735 | $3.53M | 0.03% | +75+0.3% | Added |
| Great Lakes Advisors, LLC | 29,189 | $3.53M | 0.03% | +2,235+8.3% | Added |
| RSM US Wealth Management LLC | 29,078 | $3.52M | 0.05% | +795+2.8% | Added |
| Yousif Capital Management, LLC | 28,954 | $3.50M | 0.04% | +1,429+5.2% | Added |
| NBT Bank N A | 28,719 | $3.48M | 0.24% | −519−1.8% | Reduced |
| Oxbow Advisors, LLC | 28,619 | $3.46M | 0.38% | +963+3.5% | Added |
| DRW Securities, LLC | 28,619 | $3.46M | 0.24% | +25,515+822.0% | Added |
| Atlantic Union Bankshares Corp | 28,557 | $3.46M | 0.08% | +10,969+62.4% | Added |
| Capital Insight Partners, LLC | 28,439 | $3.44M | 0.60% | −2,393−7.8% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 28,405 | $3.44M | 2.43% | −50−0.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 28,364 | $3.43M | 0.01% | −64,632−69.5% | Reduced |
| Acadian Asset Management LLC | 28,300 | $3.42M | 0.01% | −68−0.2% | Reduced |
| Fayez Sarofim & Co | 28,136 | $3.40M | 0.01% | −800−2.8% | Reduced |
| Vise Technologies, Inc. | 27,627 | $3.34M | 0.14% | +27,627 | New |
| Squarepoint Ops LLC | 27,533 | $3.33M | 0.01% | +12,582+84.2% | Added |
| Trustmark National Bank Trust Department | 27,206 | $3.29M | 0.23% | −131−0.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 26,947 | $3.26M | 0.07% | +2,529+10.4% | Added |
| Naples Global Advisors, LLC | 26,835 | $3.25M | 0.28% | −399−1.5% | Reduced |
| Ballentine Partners, LLC | 26,751 | $3.24M | 0.05% | +1,126+4.4% | Added |
| Telos Capital Management, Inc. | 26,690 | $3.23M | 0.33% | −748−2.7% | Reduced |
| Hantz Financial Services, Inc. | 26,638 | $3.22M | 0.05% | +11,336+74.1% | Added |
| SIH Partners, LLLP | 26,579 | $3.22M | 0.31% | −1,724−6.1% | Reduced |
| Kestra Private Wealth Services, LLC | 26,577 | $3.22M | 0.05% | +4,426+20.0% | Added |
| Americana Partners, LLC | 26,547 | $3.21M | 0.11% | +792+3.1% | Added |
| Prospera Financial Services Inc | 26,483 | $3.21M | 0.06% | +4,598+21.0% | Added |
| Glenmede Investment Management, LP | 26,337 | $3.19M | 0.02% | +26,337 | New |
| Wambolt & Associates, LLC | 25,647 | $3.16M | 1.06% | −1,374−5.1% | Reduced |
| First Pacific Financial | 26,055 | $3.15M | 0.46% | +26,055 | New |
| Penobscot Investment Management Company, Inc. | 25,767 | $3.12M | 0.27% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 25,629 | $3.10M | 0.09% | −886−3.3% | Reduced |
| Hall Laurie J Trustee | 25,142 | $3.04M | 1.01% | −1,000−3.8% | Reduced |
| Quartz Partners, LLC | 25,082 | $3.04M | 1.39% | −137−0.5% | Reduced |
| EagleClaw Capital Managment, LLC | 24,908 | $3.01M | 0.45% | 00.0% | Unchanged |
| Shelton Capital Management | 24,885 | $3.01M | 0.07% | +17,045+217.4% | Added |
| Fifth Third Bancorp | 24,839 | $3.01M | 0.01% | +914+3.8% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 24,655 | $2.98M | 1.30% | +24,655 | New |
| Forum Financial Management, LP | 24,607 | $2.98M | 0.05% | +88+0.4% | Added |
| MAI Capital Management | 24,493 | $2.96M | 0.02% | +2,025+9.0% | Added |
| Patten & Patten Inc | 24,385 | $2.95M | 0.19% | −2,852−10.5% | Reduced |
| Albert D Mason Inc | 24,364 | $2.95M | 2.13% | −1,664−6.4% | Reduced |
| Blue Square Asset Management, LLC | 24,283 | $2.94M | 1.38% | +3,089+14.6% | Added |
| Fairfield, Bush & Co. | 24,224 | $2.93M | 1.66% | −828−3.3% | Reduced |