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 |
|---|---|---|---|---|---|
| Fca Corp | 24,069 | $2.91M | 0.87% | +519+2.2% | Added |
| We Are One Seven, LLC | 23,951 | $2.90M | 0.09% | +644+2.8% | Added |
| apricus wealth, LLC | 23,768 | $2.88M | 1.67% | +460+2.0% | Added |
| Simplex Trading, LLC | 23,703 | $2.87M | 0.08% | +23,703 | New |
| Tealwood Asset Management Inc | 23,581 | $2.85M | 1.27% | −731−3.0% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 23,434 | $2.84M | 0.39% | −451−1.9% | Reduced |
| Evergreen Capital Management LLC | 23,296 | $2.82M | 0.08% | +5,578+31.5% | Added |
| Choate Investment Advisors | 23,111 | $2.80M | 0.06% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 22,893 | $2.77M | 0.00% | +5,846+34.3% | Added |
| AMG National Trust Bank | 22,756 | $2.75M | 0.07% | −100−0.4% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 22,544 | $2.73M | 1.21% | +319+1.4% | Added |
| Peapack Gladstone Financial Corp | 22,497 | $2.72M | 0.04% | +2,188+10.8% | Added |
| Huntington National Bank | 22,229 | $2.69M | 0.02% | −230−1.0% | Reduced |
| Skopos Labs, Inc. | 22,090 | $2.67M | 0.35% | +15,064+214.4% | Added |
| Advisors Asset Management, Inc. | 21,886 | $2.65M | 0.05% | −2,450−10.1% | Reduced |
| Denali Advisors LLC | 21,813 | $2.64M | 0.27% | −123−0.6% | Reduced |
| Commerce Bank | 21,785 | $2.64M | 0.02% | −2,028−8.5% | Reduced |
| Cascade Investment Advisors, Inc. | 21,755 | $2.63M | 1.69% | −480−2.2% | Reduced |
| West Oak Capital, LLC | 21,413 | $2.59M | 1.02% | +2,500+13.2% | Added |
| Family Management Corp | 21,007 | $2.54M | 0.39% | +74+0.4% | Added |
| Bradley Foster & Sargent Inc | 20,955 | $2.54M | 0.04% | −6,003−22.3% | Reduced |
| TD Asset Management Inc | 20,700 | $2.50M | 0.00% | +3,271+18.8% | Added |
| Atomi Financial Group, Inc. | 20,640 | $2.50M | 0.09% | −1,121−5.2% | Reduced |
| Coastline Trust Co | 20,621 | $2.50M | 0.29% | 00.0% | Unchanged |
| Beacon Financial Group | 20,564 | $2.49M | 0.26% | −84−0.4% | Reduced |
| Cloverfields Capital Group, LP | 20,495 | $2.48M | 0.74% | +1,200+6.2% | Added |
| Old Port Advisors | 20,406 | $2.47M | 0.67% | +1,144+5.9% | Added |
| Dynamic Advisor Solutions LLC | 20,377 | $2.47M | 0.08% | +3,861+23.4% | Added |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 20,000 | $2.42M | 0.42% | +20,000 | New |
| Foster & Motley Inc | 19,969 | $2.42M | 0.14% | +1,030+5.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 19,594 | $2.37M | 0.01% | −3,689−15.8% | Reduced |
| Ieq Capital, LLC | 19,392 | $2.35M | 0.01% | +5,493+39.5% | Added |
| Everett Harris & Co | 19,363 | $2.34M | 0.03% | −1,450−7.0% | Reduced |
| Optimist Retirement Group LLC | 19,272 | $2.33M | 1.12% | +69+0.4% | Added |
| Clearstead Advisors, LLC | 19,044 | $2.30M | 0.03% | +128+0.7% | Added |
| Trust Co of Toledo NA | 18,956 | $2.29M | 0.25% | −189−1.0% | Reduced |
| Johnson Investment Counsel Inc | 18,706 | $2.26M | 0.02% | −400−2.1% | Reduced |
| WCG Wealth Advisors LLC | 18,607 | $2.25M | 0.15% | +174+0.9% | Added |
| DGS Capital Management, LLC | 18,580 | $2.25M | 0.46% | +3,508+23.3% | Added |
| Kahn Brothers Group Inc | 18,471 | $2.24M | 0.45% | −3,438−15.7% | Reduced |
| NorthCrest Asset Manangement, LLC | 18,280 | $2.23M | 0.06% | −275−1.5% | Reduced |
| Abbot Financial Management, Inc. | 18,342 | $2.22M | 1.02% | −87−0.5% | Reduced |
| Ipswich Investment Management Co., Inc. | 18,127 | $2.19M | 0.53% | −1,335−6.9% | Reduced |
| Independent Investors Inc | 17,900 | $2.17M | 0.47% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 17,897 | $2.17M | 0.03% | −1,662−8.5% | Reduced |
| Lester Murray Antman dba SimplyRich | 17,776 | $2.15M | 0.60% | 00.0% | Unchanged |
| Csenge Advisory Group | 18,408 | $2.13M | 0.11% | +432+2.4% | Added |
| Benedict Financial Advisors Inc | 17,588 | $2.13M | 0.48% | +161+0.9% | Added |
| Jamison Private Wealth Management, Inc. | 17,568 | $2.13M | 0.31% | −110−0.6% | Reduced |
| Checchi Capital Advisers, LLC | 17,475 | $2.11M | 0.15% | −740−4.1% | Reduced |
| Triasima Portfolio Management inc. | 17,465 | $2.11M | 0.39% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 17,363 | $2.10M | 0.16% | −1,379−7.4% | Reduced |
| Farther Finance Advisors, LLC | 17,328 | $2.10M | 0.04% | +1,700+10.9% | Added |
| Altman Advisors, Inc. | 17,000 | $2.09M | 0.85% | +547+3.3% | Added |
| Nichols & Pratt Advisers LLP | 17,237 | $2.09M | 0.14% | −185−1.1% | Reduced |
| CIBC Asset Management Inc | 17,307 | $2.07M | 0.01% | +921+5.6% | Added |
| Marietta Investment Partners LLC | 17,104 | $2.07M | 0.45% | −600−3.4% | Reduced |
| Integrated Wealth Concepts LLC | 17,029 | $2.06M | 0.02% | −4,126−19.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 16,969 | $2.05M | 0.16% | −4,244−20.0% | Reduced |
| New Vernon Capital Holdings II LLC | 16,911 | $2.05M | 0.98% | −1,366,333−98.8% | Reduced |
| Headinvest, LLC | 16,884 | $2.04M | 0.44% | −807−4.6% | Reduced |
| Abundance Wealth Counselors | 16,886 | $2.04M | 0.38% | +3,158+23.0% | Added |
| Patten Group, Inc. | 16,853 | $2.04M | 0.43% | −117−0.7% | Reduced |
| Perigon Wealth Management, LLC | 16,772 | $2.03M | 0.05% | −124−0.7% | Reduced |
| Rothschild Investment LLC | 16,581 | $2.01M | 0.13% | +48+0.3% | Added |
| Advisors Management Group Inc | 16,513 | $2.00M | 0.38% | −215−1.3% | Reduced |
| Palisade Asset Management, LLC | 16,449 | $1.99M | 0.20% | −175−1.1% | Reduced |
| Quadcap Wealth Management, LLC | 16,426 | $1.99M | 0.25% | +3,722+29.3% | Added |
| Leo Wealth, LLC | 16,380 | $1.98M | 0.15% | +2,210+15.6% | Added |
| Aptus Capital Advisors, LLC | 16,156 | $1.96M | 0.02% | −242−1.5% | Reduced |
| Ascent Wealth Partners, LLC | 16,005 | $1.94M | 0.24% | −136−0.8% | Reduced |
| Empire Financial Management Company, LLC | 15,939 | $1.93M | 0.56% | +244+1.6% | Added |
| IAM Advisory, LLC | 15,901 | $1.92M | 0.46% | +705+4.6% | Added |
| Level Four Advisory Services, LLC | 15,892 | $1.92M | 0.07% | +4,596+40.7% | Added |
| Marshall Financial Group LLC | 15,634 | $1.91M | 0.37% | +15,634 | New |
| BTC Capital Management, Inc. | 15,751 | $1.91M | 0.16% | +368+2.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 15,617 | $1.89M | 0.22% | +2,831+22.1% | Added |
| Bessemer Group Inc | 15,573 | $1.88M | 0.00% | +4,284+37.9% | Added |
| U.S. Capital Wealth Advisors, LLC | 15,518 | $1.88M | 0.05% | +543+3.6% | Added |
| PEAK6 LLC | 15,516 | $1.88M | 0.06% | +15,516 | New |
| Aaron Wealth Advisors | 15,228 | $1.84M | 0.19% | +654+4.5% | Added |
| Dorsey & Whitney Trust CO LLC | 15,185 | $1.84M | 0.10% | −863−5.4% | Reduced |
| Savant Capital, LLC | 15,119 | $1.83M | 0.01% | +3,714+32.6% | Added |
| China Universal Asset Management Co., Ltd. | 15,000 | $1.82M | 0.17% | +3,780+33.7% | Added |
| Mosaic Financial Group, LLC | 14,986 | $1.81M | 1.39% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 14,561 | $1.76M | 0.24% | +2,200+17.8% | Added |
| Lowe Brockenbrough & Co Inc | 14,534 | $1.76M | 0.10% | +12+0.1% | Added |
| Adage Capital Partners GP, L.L.C. | 14,481 | $1.75M | 0.00% | +14,481 | New |
| Highland Capital Management, LLC | 14,462 | $1.75M | 0.09% | −400−2.7% | Reduced |
| FSB Premier Wealth Management, Inc. | 14,324 | $1.73M | 0.62% | +2,236+18.5% | Added |
| Somerville Kurt F | 14,323 | $1.73M | 0.29% | −1,770−11.0% | Reduced |
| Strategic Global Advisors, LLC | 14,247 | $1.72M | 0.28% | +1,732+13.8% | Added |
| Voya Financial Advisors, Inc. | 14,339 | $1.72M | 0.17% | +46+0.3% | Added |
| Wellington Capital Management, Inc. | 14,141 | $1.71M | 2.58% | +14,141 | New |
| Northstar Asset Management LLC | 14,125 | $1.71M | 0.39% | −350−2.4% | Reduced |
| Ascent Group, LLC | 14,121 | $1.71M | 0.07% | +97+0.7% | Added |
| Marco Investment Management LLC | 14,120 | $1.71M | 0.14% | −300−2.1% | Reduced |
| King Luther Capital Management Corp | 14,106 | $1.71M | 0.01% | +3,038+27.4% | Added |
| Lighthouse Investment Partners, LLC | 14,000 | $1.69M | 0.07% | +14,000 | New |
| Stonebridge Capital Management Inc | 13,975 | $1.69M | 0.66% | 00.0% | Unchanged |