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 |
|---|---|---|---|---|---|
| Novem Group | 9,581 | $1.16M | 0.15% | +9,581 | New |
| Smart Money Group LLC | 9,561 | $1.16M | 0.36% | +1,167+13.9% | Added |
| Eastern Bank | 9,554 | $1.16M | 0.02% | −1,818−16.0% | Reduced |
| Modern Wealth Management, LLC | 9,536 | $1.15M | 0.03% | +1,781+23.0% | Added |
| Old National Bancorp | 9,526 | $1.15M | 0.02% | −917−8.8% | Reduced |
| Pitcairn Co | 9,501 | $1.15M | 0.08% | −1,089−10.3% | Reduced |
| Meriwether Wealth & Planning, LLC | 9,492 | $1.15M | 0.72% | −235−2.4% | Reduced |
| New Hampshire Trust | 9,483 | $1.15M | 0.24% | +749+8.6% | Added |
| Becker Capital Management Inc | 9,477 | $1.15M | 0.04% | 00.0% | Unchanged |
| Welch Group, LLC | 9,466 | $1.15M | 0.05% | +20+0.2% | Added |
| FRG Family Wealth Advisors LLC | 9,440 | $1.14M | 0.20% | 00.0% | Unchanged |
| Hutchinson Financial Advisors, INC | 9,422 | $1.14M | 1.28% | +9,422 | New |
| Wolverine Trading, LLC | 9,476 | $1.14M | 0.03% | +1,522+19.1% | Added |
| Retirement Guys Formula LLC | 9,361 | $1.13M | 0.43% | +954+11.3% | Added |
| Savvy Advisors, Inc. | 9,328 | $1.13M | 0.08% | +1,547+19.9% | Added |
| LCNB Corp | 9,321 | $1.13M | 0.40% | −75−0.8% | Reduced |
| WealthPlan Investment Management, LLC | 9,314 | $1.13M | 0.08% | −180−1.9% | Reduced |
| HighPoint Advisor Group LLC | 9,280 | $1.12M | 0.06% | +123+1.3% | Added |
| Valeo Financial Advisors, LLC | 9,266 | $1.12M | 0.03% | +746+8.8% | Added |
| National Asset Management, Inc. | 9,220 | $1.12M | 0.05% | −13,233−58.9% | Reduced |
| XTX Topco Ltd | 9,213 | $1.11M | 0.05% | +6,932+303.9% | Added |
| Independence Bank of Kentucky | 9,207 | $1.11M | 0.16% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 9,261 | $1.10M | 0.19% | −1,267−12.0% | Reduced |
| Stratos Wealth Partners, LTD. | 9,128 | $1.10M | 0.01% | −941−9.3% | Reduced |
| Court Place Advisors, LLC | 9,120 | $1.10M | 0.35% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 9,100 | $1.10M | 0.47% | +9+0.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 9,080 | $1.10M | 0.00% | +55+0.6% | Added |
| PDS Planning, Inc | 9,069 | $1.10M | 0.08% | +172+1.9% | Added |
| YANKCOM Partnership | 9,004 | $1.09M | 0.53% | +44+0.5% | Added |
| Cambridge Advisors Inc. | 8,975 | $1.09M | 0.23% | −700−7.2% | Reduced |
| 1620 Investment Advisors, Inc. | 8,958 | $1.08M | 0.77% | +126+1.4% | Added |
| Minot DeBlois Advisors LLC | 8,905 | $1.08M | 1.02% | −995−10.1% | Reduced |
| Beaton Management Co. Inc. | 8,873 | $1.07M | 0.52% | 00.0% | Unchanged |
| Toroso Investments, LLC | 8,841 | $1.07M | 0.01% | +704+8.7% | Added |
| Valmark Advisers, Inc. | 8,813 | $1.07M | 0.01% | +19+0.2% | Added |
| Simmons Bank | 8,729 | $1.06M | 0.08% | −445−4.9% | Reduced |
| Simplicity Wealth,LLC | 8,586 | $1.04M | 0.04% | +5,016+140.5% | Added |
| Beverly Hills Private Wealth, LLC | 8,562 | $1.04M | 0.19% | −125−1.4% | Reduced |
| Meridian Wealth Management, LLC | 8,446 | $1.02M | 0.04% | +4,076+93.3% | Added |
| Stratos Wealth Advisors, LLC | 8,421 | $1.02M | 0.05% | +28+0.3% | Added |
| Sittner & Nelson, LLC | 8,417 | $1.02M | 0.41% | −112−1.3% | Reduced |
| Ameritas Advisory Services, LLC | 8,405 | $1.02M | 0.05% | −1,435−14.6% | Reduced |
| Value Partners Investments Inc. | 8,391 | $1.01M | 0.08% | +1,297+18.3% | Added |
| Northcape Wealth Management, LLC | 8,370 | $1.01M | 0.31% | 00.0% | Unchanged |
| South State Corp. | 8,292 | $1.00M | 0.04% | −726−8.1% | Reduced |
| Tiaa Trust, National Association | 8,282 | $1.00M | 0.00% | −192−2.3% | Reduced |
| Harbour Trust & Investment Management Co | 8,163 | $987.8K | 0.11% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 8,120 | $982.6K | 0.21% | +99+1.2% | Added |
| Sagespring Wealth Partners, LLC | 8,110 | $981.3K | 0.02% | +2,351+40.8% | Added |
| Associated Banc-Corp | 8,101 | $980.3K | 0.03% | −224−2.7% | Reduced |
| GAMMA Investing LLC | 8,086 | $978.5K | 0.06% | +1,562+23.9% | Added |
| Valley National Advisers Inc | 8,033 | $972.0K | 0.16% | −809−9.1% | Reduced |
| Fort Sheridan Advisors LLC | 8,027 | $971.3K | 0.14% | 00.0% | Unchanged |
| Kennon-Green & Company, LLC | 7,846 | $965.8K | 0.77% | −270−3.3% | Reduced |
| Sivia Capital Partners, LLC | 7,959 | $963.1K | 0.33% | +2,581+48.0% | Added |
| Five Oceans Advisors | 7,908 | $956.9K | 0.41% | +565+7.7% | Added |
| Chicago Trust Co NA | 7,871 | $952.5K | 0.13% | +2,877+57.6% | Added |
| Mather Group, LLC. | 7,811 | $945.2K | 0.01% | −100−1.3% | Reduced |
| Avidian Wealth Solutions, LLC | 7,749 | $937.8K | 0.04% | +90+1.2% | Added |
| Keel Point, LLC | 7,746 | $937.3K | 0.06% | +872+12.7% | Added |
| Foundations Investment Advisors, LLC | 7,735 | $936.1K | 0.01% | −278−3.5% | Reduced |
| AlphaCore Capital LLC | 7,729 | $935.3K | 0.04% | +3,029+64.4% | Added |
| Versant Capital Management, Inc | 7,713 | $933.4K | 0.14% | +206+2.7% | Added |
| Hartford Funds Management Co LLC | 7,667 | $928.1K | 0.08% | +267+3.6% | Added |
| RD Lewis Holdings, Inc. | 7,991 | $926.3K | 0.94% | +90+1.1% | Added |
| Essex Financial Services, Inc. | 7,581 | $917.4K | 0.06% | +373+5.2% | Added |
| Bangor Savings Bank | 7,578 | $917.0K | 0.08% | +197+2.7% | Added |
| Montag A & Associates Inc | 7,575 | $916.6K | 0.04% | 00.0% | Unchanged |
| Keystone Financial Services | 7,569 | $915.9K | 0.31% | +77+1.0% | Added |
| Ashton Thomas Private Wealth, LLC | 7,565 | $915.5K | 0.03% | +4,588+154.1% | Added |
| Covenant Partners, LLC | 7,542 | $912.7K | 0.27% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 7,503 | $907.9K | 0.06% | −943−11.2% | Reduced |
| Jacobi Capital Management LLC | 7,493 | $906.7K | 0.06% | +404+5.7% | Added |
| TrueMark Investments, LLC | 7,425 | $898.5K | 0.19% | +1,150+18.3% | Added |
| Kingsview Wealth Management, LLC | 7,422 | $898.2K | 0.02% | +150+2.1% | Added |
| Ruggaard & Associates LLC | 7,399 | $895.3K | 0.36% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 7,392 | $894.5K | 0.06% | +3,550+92.4% | Added |
| Twin City Private Wealth, LLC | 7,382 | $893.3K | 0.73% | +281+4.0% | Added |
| Central Trust Co | 7,329 | $886.9K | 0.02% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 7,323 | $886.2K | 0.07% | −324−4.2% | Reduced |
| AE Wealth Management LLC | 7,289 | $882.1K | 0.01% | +580+8.6% | Added |
| Diversify Advisory Services, LLC | 7,376 | $880.1K | 0.03% | +4,333+142.4% | Added |
| Texas Bank & Trust Co | 7,203 | $871.6K | 0.35% | −504−6.5% | Reduced |
| Means Investment Co., Inc. | 7,112 | $860.6K | 0.08% | +46+0.7% | Added |
| Fifth Third Wealth Advisors LLC | 7,100 | $859.1K | 0.04% | +1,711+31.7% | Added |
| St. Clair Advisors, LLC | 7,092 | $858.2K | 0.22% | 00.0% | Unchanged |
| JNBA Financial Advisors | 7,074 | $856.0K | 0.08% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 7,057 | $854.0K | 0.04% | −5−0.1% | Reduced |
| Romano Brothers and Company | 7,043 | $852.3K | 0.11% | +6+0.1% | Added |
| Net Worth Advisory Group | 7,013 | $848.6K | 0.19% | +431+6.5% | Added |
| Banco de Sabadell, S.A | 6,936 | $839.0K | 0.58% | +33+0.5% | Added |
| Anchor Investment Management, LLC | 6,926 | $838.1K | 0.07% | −100−1.4% | Reduced |
| Gilliland Jeter Wealth Management LLC | 6,880 | $832.6K | 0.27% | −101−1.4% | Reduced |
| Cypress Asset Management Inc | 6,875 | $831.9K | 0.20% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 6,850 | $828.9K | 0.07% | 00.0% | Unchanged |
| Kennedy Investment Group | 6,803 | $823.2K | 0.35% | +4+0.1% | Added |
| Douglass Winthrop Advisors, LLC | 6,781 | $820.6K | 0.01% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 6,755 | $817.0K | 0.01% | +73+1.1% | Added |
| Osprey Private Wealth LLC | 6,675 | $813.7K | 0.44% | +100+1.5% | Added |
| Henshaw Capital LLC | 6,724 | $813.7K | 0.03% | 00.0% | Unchanged |