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; 1,625 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 | 1,625 | $21.3B |
| Q1 2026 | 1,604 | $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 |
|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | 6,701 | $811.0K | 0.00% | +3,019+82.0% | Added |
| Peoples Bank | 6,688 | $809.3K | 0.54% | +150+2.3% | Added |
| Sowell Financial Services LLC | 6,687 | $809.2K | 0.03% | +206+3.2% | Added |
| Wedmont Private Capital | 6,533 | $803.2K | 0.03% | +32+0.5% | Added |
| Lantz Financial LLC | 6,627 | $801.9K | 0.20% | +17+0.3% | Added |
| Marotta Asset Management | 6,623 | $801.4K | 0.16% | −647−8.9% | Reduced |
| Cary Street Partners Financial LLC | 6,579 | $796.1K | 0.02% | −170−2.5% | Reduced |
| Summit Trail Advisors, LLC | 6,557 | $793.4K | 0.01% | +197+3.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,551 | $792.7K | 0.01% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 6,549 | $792.5K | 0.01% | −262−3.8% | Reduced |
| Klingenstein Fields & Co LP | 6,547 | $792.3K | 0.03% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 6,540 | $792.0K | 0.00% | −46,108−87.6% | Reduced |
| 1832 Asset Management L.P. | 6,502 | $786.8K | 0.00% | +160+2.5% | Added |
| Bridgefront Capital, LLC | 6,488 | $785.1K | 0.21% | −2,665−29.1% | Reduced |
| Nixon Peabody Trust Co | 6,449 | $780.4K | 0.06% | −1,393−17.8% | Reduced |
| Gradient Investments LLC | 6,419 | $776.7K | 0.01% | +1,043+19.4% | Added |
| Neville Rodie & Shaw Inc | 6,410 | $776.0K | 0.06% | −50−0.8% | Reduced |
| Stephens Inc | 6,317 | $764.4K | 0.01% | −64−1.0% | Reduced |
| Allianz Asset Management GmbH | 6,300 | $762.4K | 0.00% | −400−6.0% | Reduced |
| Mraz, Amerine & Associates, Inc. | 6,298 | $762.1K | 0.12% | +1,706+37.2% | Added |
| Goldstone Financial Group, LLC | 6,251 | $762.0K | 0.10% | +1,378+28.3% | Added |
| Harrell Investment Partners, LLC | 6,279 | $759.8K | 0.19% | +6,279 | New |
| May Hill Capital, LLC | 6,274 | $759.2K | 0.25% | +2,084+49.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,251 | $756.4K | 0.03% | +1,305+26.4% | Added |
| Federation des caisses Desjardins du Quebec | 6,235 | $754.5K | 0.00% | −1,688−21.3% | Reduced |
| Arvest Bank Trust Division | 6,217 | $752.3K | 0.04% | −15,425−71.3% | Reduced |
| St Germain D J Co Inc | 6,171 | $746.8K | 0.03% | +39+0.6% | Added |
| Heritage Wealth Management, Inc. | 6,145 | $743.7K | 0.24% | −41−0.7% | Reduced |
| Financial & Tax Architects, LLC | 6,078 | $735.5K | 0.18% | +48+0.8% | Added |
| NTV Asset Management LLC | 6,071 | $734.7K | 0.09% | −150−2.4% | Reduced |
| Schulhoff & Co Inc | 6,058 | $733.1K | 0.33% | +4+0.1% | Added |
| Brucke Financial, Inc. | 6,052 | $732.4K | 0.51% | 00.0% | Unchanged |
| North Star Asset Management Inc | 6,052 | $732.4K | 0.03% | +1,276+26.7% | Added |
| Dakota Wealth Management | 6,049 | $732.0K | 0.02% | −30.0% | Reduced |
| Jeppson Wealth Management, LLC | 6,048 | $731.9K | 0.25% | −30−0.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,025 | $729.1K | 0.02% | +762+14.5% | Added |
| Mitchell McLeod Pugh & Williams Inc | 6,019 | $728.4K | 0.14% | 00.0% | Unchanged |
| Brighton Jones LLC | 6,002 | $726.3K | 0.02% | −5−0.1% | Reduced |
| Mezzasalma Advisors, LLC | 5,992 | $725.1K | 0.22% | −825−12.1% | Reduced |
| Centaurus Financial, Inc. | 5,985 | $724.0K | 0.04% | +11+0.2% | Added |
| Liberty One Investment Management, LLC | 5,965 | $721.9K | 0.07% | −339−5.4% | Reduced |
| Eqis Capital Management, Inc. | 5,960 | $721.2K | 0.06% | −622−9.5% | Reduced |
| Umb Bank N A | 5,919 | $716.3K | 0.01% | −49−0.8% | Reduced |
| Private Trust Co NA | 5,891 | $712.9K | 0.07% | +357+6.5% | Added |
| Harbour Investments, Inc. | 5,883 | $711.8K | 0.02% | −408−6.5% | Reduced |
| Monticello Wealth Management, LLC | 5,878 | $711.3K | 0.05% | +47+0.8% | Added |
| Motco | 6,252 | $711.1K | 0.07% | −171−2.7% | Reduced |
| Summit Global Investments | 5,866 | $710.0K | 0.04% | −7,255−55.3% | Reduced |
| TownSquare Capital, LLC | 5,860 | $709.1K | 0.07% | −84,992−93.5% | Reduced |
| Bradyco, Inc. | 6,691 | $706.8K | 0.52% | 00.0% | Unchanged |
| Hutner Capital Management Inc | 5,787 | $700.3K | 0.32% | +23+0.4% | Added |
| Cypress Capital Group | 5,776 | $699.0K | 0.09% | +2,638+84.1% | Added |
| Guerra Advisors Inc | 5,742 | $694.9K | 0.33% | +1,040+22.1% | Added |
| StrongBox Wealth, LLC | 5,739 | $694.5K | 0.26% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 5,725 | $693.0K | 0.11% | +275+5.0% | Added |
| Southeast Asset Advisors Inc. | 5,720 | $692.2K | 0.08% | +3,100+118.3% | Added |
| O'Brien Greene & Co. Inc | 5,698 | $689.5K | 0.23% | 00.0% | Unchanged |
| Drucker Wealth 3.0, LLC | 5,599 | $688.4K | 0.13% | −1,355−19.5% | Reduced |
| Joel Isaacson & Co., LLC | 5,657 | $684.6K | 0.03% | −1,604−22.1% | Reduced |
| Ignite Planners, LLC | 5,970 | $682.0K | 0.12% | +174+3.0% | Added |
| Frank, Rimerman Advisors LLC | 5,621 | $680.2K | 0.05% | +2,910+107.3% | Added |
| Jackson Square Capital, LLC | 5,621 | $680.2K | 0.15% | +5,621 | New |
| Steadtrust LLC | 5,611 | $679.0K | 0.53% | +5,611 | New |
| Penbrook Management LLC | 5,610 | $678.9K | 0.51% | −150−2.6% | Reduced |
| Haven Private, LLC | 5,568 | $673.8K | 0.30% | +2,480+80.3% | Added |
| CFO4Life Group, LLC | 5,551 | $671.8K | 0.11% | −438−7.3% | Reduced |
| CVA Family Office, LLC | 5,542 | $670.6K | 0.09% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 5,521 | $668.1K | 0.04% | +5+0.1% | Added |
| Trust Point Inc. | 5,496 | $665.1K | 0.06% | 00.0% | Unchanged |
| Burns J W & Co Inc | 5,482 | $663.4K | 0.08% | −318−5.5% | Reduced |
| Cordatus Wealth Management LLC | 5,476 | $663.0K | 0.16% | −68−1.2% | Reduced |
| Heritage Family Offices, LLP | 5,870 | $660.8K | 0.33% | +4+0.1% | Added |
| Kennebec Savings Bank | 5,445 | $658.9K | 0.65% | −249−4.4% | Reduced |
| Seeds Investor LLC | 5,427 | $656.8K | 0.15% | +428+8.6% | Added |
| Ariadne Wealth Management, LP | 5,408 | $655.5K | 0.31% | −104−1.9% | Reduced |
| MB, Levis & Associates, LLC | 5,410 | $654.7K | 0.29% | 00.0% | Unchanged |
| E&G Advisors, LP | 5,377 | $650.7K | 0.17% | −161−2.9% | Reduced |
| Gallacher Capital Management LLC | 5,371 | $650.0K | 0.30% | +92+1.7% | Added |
| Salem Investment Counselors Inc | 5,362 | $648.9K | 0.02% | −85−1.6% | Reduced |
| Forza Wealth Management, LLC | 5,349 | $647.3K | 0.27% | 00.0% | Unchanged |
| Jain Global LLC | 5,300 | $641.4K | 0.01% | +5,300 | New |
| Modera Wealth Management, LLC | 5,255 | $635.9K | 0.01% | −146−2.7% | Reduced |
| Round Rock Advisors, LLC | 5,250 | $635.3K | 0.11% | +1,500+40.0% | Added |
| Regions Financial Corp | 5,233 | $633.2K | 0.00% | −274−5.0% | Reduced |
| Diversified Trust Co | 5,214 | $630.9K | 0.01% | −237−4.3% | Reduced |
| Cascade Financial Partners, LLC | 5,205 | $629.9K | 0.08% | +125+2.5% | Added |
| Portside Wealth Group, LLC | 5,185 | $627.4K | 0.09% | +563+12.2% | Added |
| Sigma Planning Corp | 5,157 | $624.1K | 0.02% | +282+5.8% | Added |
| Moloney Securities Asset Management, LLC | 5,153 | $623.6K | 0.08% | +1,220+31.0% | Added |
| Alhambra Investment Partners LLC | 5,146 | $622.7K | 0.31% | +16+0.3% | Added |
| GTS Securities LLC | 5,122 | $619.8K | 0.03% | +913+21.7% | Added |
| Visionary Horizons, LLC | 5,120 | $619.6K | 0.39% | −240−4.5% | Reduced |
| BancorpSouth Bank | 5,111 | $618.5K | 0.04% | −80−1.5% | Reduced |
| Susquehanna International Group, LLP | 5,074 | $614.0K | 0.00% | −282,612−98.2% | Reduced |
| Oarsman Capital, Inc. | 5,074 | $614.0K | 0.10% | −285−5.3% | Reduced |
| Beacon Investment Advisory Services, Inc. | 5,067 | $613.2K | 0.03% | −36−0.7% | Reduced |
| Capital Analysts, LLC | 5,063 | $613.0K | 0.02% | −20−0.4% | Reduced |
| JFS Wealth Advisors, LLC | 5,054 | $611.6K | 0.04% | −33−0.6% | Reduced |
| Altus Wealth Group LLC | 5,022 | $607.7K | 0.27% | +583+13.1% | Added |
| Northwest Capital Management Inc | 5,000 | $605.0K | 0.33% | 00.0% | Unchanged |