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 |
|---|---|---|---|---|---|
| Parsons Capital Management Inc | 13,833 | $1.67M | 0.10% | −27−0.2% | Reduced |
| Warren Averett Asset Management, LLC | 13,778 | $1.67M | 0.02% | +173+1.3% | Added |
| Park National Corp | 13,755 | $1.66M | 0.05% | −90−0.7% | Reduced |
| Ativo Capital Management LLC | 13,725 | $1.66M | 1.48% | +1,625+13.4% | Added |
| Vestmark Advisory Solutions, Inc. | 13,631 | $1.65M | 0.02% | +5,217+62.0% | Added |
| Roberts Glore & Co Inc | 13,508 | $1.63M | 0.48% | −631−4.5% | Reduced |
| HB Wealth Management, LLC | 13,357 | $1.62M | 0.01% | +2,064+18.3% | Added |
| AIMZ Investment Advisors, LLC | 13,328 | $1.61M | 0.54% | −24−0.2% | Reduced |
| Compass Wealth Management LLC | 13,322 | $1.61M | 0.38% | −878−6.2% | Reduced |
| Greenleaf Trust | 13,314 | $1.61M | 0.01% | −4,310−24.5% | Reduced |
| Solutions 4 Wealth, Ltd | 13,215 | $1.60M | 2.67% | 00.0% | Unchanged |
| Sepio Capital, LP | 13,195 | $1.60M | 0.11% | +16+0.1% | Added |
| Coldstream Capital Management Inc | 13,106 | $1.59M | 0.03% | +5,065+63.0% | Added |
| Gluskin Sheff & Assoc Inc | 13,075 | $1.58M | 0.19% | −8,675−39.9% | Reduced |
| Trexquant Investment LP | 13,023 | $1.58M | 0.02% | +13,023 | New |
| Venturi Wealth Management, LLC | 12,957 | $1.57M | 0.08% | +1,081+9.1% | Added |
| Boston Family Office LLC | 12,935 | $1.56M | 0.10% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 12,841 | $1.55M | 0.03% | +2,262+21.4% | Added |
| Boit C F David | 12,800 | $1.55M | 0.75% | 00.0% | Unchanged |
| West Family Investments, Inc. | 12,766 | $1.54M | 0.40% | +2,757+27.5% | Added |
| First Horizon Advisors, Inc. | 12,677 | $1.53M | 0.04% | −2,262−15.1% | Reduced |
| Arnhold LLC | 12,636 | $1.53M | 0.14% | 00.0% | Unchanged |
| Physicians Financial Services, Inc. | 12,634 | $1.53M | 0.46% | −200−1.6% | Reduced |
| D. E. Shaw & Co., Inc. | 12,572 | $1.52M | 0.00% | −23,380−65.0% | Reduced |
| EP Wealth Advisors, LLC | 12,550 | $1.52M | 0.01% | +1,191+10.5% | Added |
| FineMark National Bank & Trust | 12,526 | $1.52M | 0.05% | −1,138−8.3% | Reduced |
| Snowden Capital Advisors LLC | 12,478 | $1.51M | 0.04% | +1,032+9.0% | Added |
| Glass Wealth Management Co LLC | 12,310 | $1.49M | 0.79% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 12,307 | $1.49M | 0.04% | −128−1.0% | Reduced |
| Plancorp, LLC | 12,288 | $1.49M | 0.05% | +3,719+43.4% | Added |
| Carnegie Capital Asset Management, LLC | 12,253 | $1.48M | 0.03% | +584+5.0% | Added |
| Kentucky Trust Co | 12,237 | $1.48M | 0.85% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 12,228 | $1.48M | 0.15% | +6,148+101.1% | Added |
| Delphi Management Inc | 12,147 | $1.47M | 1.42% | −1,152−8.7% | Reduced |
| Horizon Kinetics Asset Management LLC | 12,144 | $1.47M | 0.02% | −403−3.2% | Reduced |
| ICONIQ Capital, LLC | 12,135 | $1.47M | 0.02% | +4,228+53.5% | Added |
| Parallel Advisors, LLC | 12,125 | $1.47M | 0.03% | −706−5.5% | Reduced |
| Beutel, Goodman & Co Ltd. | 12,110 | $1.47M | 0.01% | −1,610−11.7% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 12,000 | $1.45M | 0.12% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 11,954 | $1.45M | 0.01% | −1,761−12.8% | Reduced |
| Arjuna Capital | 11,892 | $1.44M | 0.38% | −555−4.5% | Reduced |
| V-Square Quantitative Management LLC | 11,837 | $1.43M | 0.19% | +180+1.5% | Added |
| Graham Capital Management, L.P. | 11,796 | $1.43M | 0.04% | −31,683−72.9% | Reduced |
| NBC Securities, Inc. | 11,797 | $1.43M | 0.12% | +179+1.5% | Added |
| Qtron Investments LLC | 11,759 | $1.42M | 0.18% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 11,757 | $1.42M | 0.09% | +1,873+18.9% | Added |
| Trust Co of Oklahoma | 11,711 | $1.42M | 0.45% | −38−0.3% | Reduced |
| Stock Yards Bank & Trust Co | 11,641 | $1.41M | 0.05% | −65−0.6% | Reduced |
| Smartleaf Asset Management LLC | 11,637 | $1.40M | 0.12% | +99+0.9% | Added |
| Holderness Investments Co | 11,527 | $1.39M | 0.30% | +145+1.3% | Added |
| Sterling Capital Management LLC | 11,504 | $1.39M | 0.02% | +1,111+10.7% | Added |
| Garland Capital Management Inc | 11,500 | $1.39M | 4.42% | −27,005−70.1% | Reduced |
| Brookstone Capital Management | 11,487 | $1.39M | 0.02% | −640−5.3% | Reduced |
| Silvercrest Asset Management Group LLC | 11,434 | $1.38M | 0.01% | −237−2.0% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 11,431 | $1.38M | 0.04% | +530+4.9% | Added |
| Creegan & Nassoura Financial Group, LLC | 11,325 | $1.37M | 0.89% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 11,312 | $1.37M | 0.07% | −88−0.8% | Reduced |
| WSFS Capital Management, LLC | 11,271 | $1.36M | 0.07% | −1,215−9.7% | Reduced |
| Mission Wealth Management, LP | 11,179 | $1.35M | 0.03% | −46−0.4% | Reduced |
| Castlekeep Investment Advisors LLC | 11,112 | $1.34M | 0.66% | −859−7.2% | Reduced |
| Engineers Gate Manager LP | 11,110 | $1.34M | 0.02% | +1,351+13.8% | Added |
| Semmax Financial Advisors Inc. | 11,480 | $1.34M | 0.35% | −281−2.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 11,078 | $1.34M | 0.02% | +145+1.3% | Added |
| Agate Pass Investment Management, LLC | 11,050 | $1.34M | 0.55% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 11,033 | $1.34M | 0.03% | +67+0.6% | Added |
| Venture Visionary Partners LLC | 10,914 | $1.32M | 0.05% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 10,855 | $1.31M | 0.03% | +104+1.0% | Added |
| Advisory Resource Group | 10,822 | $1.31M | 0.25% | +150+1.4% | Added |
| Guyasuta Investment Advisors Inc | 10,767 | $1.30M | 0.08% | +313+3.0% | Added |
| Ar Asset Management Inc | 10,750 | $1.30M | 0.29% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 10,748 | $1.30M | 0.05% | −26,898−71.4% | Reduced |
| J.W. Cole Advisors, Inc. | 10,744 | $1.30M | 0.03% | +395+3.8% | Added |
| Foyston, Gordon, & Payne Inc | 10,732 | $1.30M | 0.30% | −140−1.3% | Reduced |
| Bridgewater Advisors Inc. | 11,076 | $1.30M | 0.10% | +67+0.6% | Added |
| Drexel Morgan & Co. | 10,720 | $1.30M | 0.23% | +1,000+10.3% | Added |
| Bailard, Inc. | 10,703 | $1.30M | 0.03% | +580+5.7% | Added |
| Concurrent Investment Advisors, LLC | 10,663 | $1.29M | 0.03% | +4,868+84.0% | Added |
| Intrust Bank NA | 10,567 | $1.28M | 0.11% | −70−0.7% | Reduced |
| Ellevest, Inc. | 10,545 | $1.28M | 0.20% | −592−5.3% | Reduced |
| Integrated Quantitative Investments LLC | 10,544 | $1.28M | 0.37% | +10,544 | New |
| Kennedy Capital Management, Inc. | 10,537 | $1.28M | 0.03% | −2,308−18.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 10,494 | $1.27M | 0.02% | +827+8.6% | Added |
| CX Institutional | 10,365 | $1.25M | 0.04% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 10,361 | $1.25M | 0.53% | +69+0.7% | Added |
| Synovus Financial Corp | 10,339 | $1.25M | 0.02% | −1,236−10.7% | Reduced |
| HF Advisory Group, LLC | 10,254 | $1.24M | 0.49% | −701−6.4% | Reduced |
| KCM Investment Advisors LLC | 10,249 | $1.24M | 0.04% | +463+4.7% | Added |
| First Affirmative Financial Network | 10,164 | $1.23M | 0.63% | +1,106+12.2% | Added |
| Transcend Wealth Collective, LLC | 10,153 | $1.23M | 0.10% | −249−2.4% | Reduced |
| Crux Wealth Advisors | 10,146 | $1.23M | 0.52% | +3,218+46.4% | Added |
| Mayflower Financial Advisors, LLC | 10,143 | $1.23M | 0.17% | +22+0.2% | Added |
| Atria Wealth Solutions, Inc. | 10,113 | $1.23M | 0.03% | −14,245−58.5% | Reduced |
| Pine Valley Investments Ltd Liability Co | 10,113 | $1.22M | 0.07% | −4,324−30.0% | Reduced |
| Global Retirement Partners, LLC | 10,006 | $1.21M | 0.03% | +10,006 | New |
| Adviser Investments LLC | 9,859 | $1.19M | 0.01% | +77+0.8% | Added |
| Chilton Capital Management LLC | 9,830 | $1.19M | 0.04% | −72−0.7% | Reduced |
| Public Employees Retirement System of Ohio | 9,700 | $1.17M | 0.00% | −88,654−90.1% | Reduced |
| Clarius Group, LLC | 9,631 | $1.17M | 0.07% | 00.0% | Unchanged |
| XML Financial, LLC | 9,629 | $1.17M | 0.10% | −866−8.3% | Reduced |
| Mystic Asset Management, Inc. | 9,619 | $1.16M | 0.28% | 00.0% | Unchanged |