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 |
|---|---|---|---|---|---|
| Corient IA LLC | 5,000 | $605.0K | 0.36% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 4,994 | $604.3K | 0.06% | −24−0.5% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 4,973 | $601.8K | 0.32% | +57+1.2% | Added |
| Valley Brook Capital Group | 4,959 | $600.1K | 0.45% | 00.0% | Unchanged |
| Cullen Investment Group, Ltd. | 4,936 | $597.3K | 0.08% | −465−8.6% | Reduced |
| Axxcess Wealth Management, LLC | 4,929 | $596.4K | 0.01% | −279−5.4% | Reduced |
| Rexford Capital Inc | 4,926 | $596.1K | 0.49% | +4,926 | New |
| BXM Wealth LLC | 4,925 | $596.0K | 0.71% | −50−1.0% | Reduced |
| Thornburg Investment Management Inc | 4,889 | $591.6K | 0.01% | 00.0% | Unchanged |
| Independent Advisor Alliance | 4,880 | $590.6K | 0.02% | +346+7.6% | Added |
| Circle Wealth Management, LLC | 4,866 | $588.8K | 0.01% | −253−4.9% | Reduced |
| First American Trust, FSB | 4,855 | $587.5K | 0.05% | −52−1.1% | Reduced |
| Principle Wealth Partners LLC | 4,847 | $586.5K | 0.04% | +600+14.1% | Added |
| Patton Albertson Miller Group, LLC | 4,798 | $580.6K | 0.08% | −166−3.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 4,797 | $580.0K | 0.01% | +1,363+39.7% | Added |
| SCS Capital Management LLC | 4,751 | $574.9K | 0.01% | −459−8.8% | Reduced |
| Clear Harbor Asset Management, LLC | 4,738 | $573.3K | 0.04% | +245+5.5% | Added |
| Lazard Asset Management LLC | 4,727 | $572.0K | 0.00% | 00.0% | Unchanged |
| Cullinan Associates Inc | 4,700 | $568.7K | 0.04% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 4,685 | $567.0K | 0.01% | −2,154−31.5% | Reduced |
| Mesirow Financial Investment Management, Inc. | 4,630 | $560.3K | 0.01% | −43−0.9% | Reduced |
| Rossmore Private Capital | 4,627 | $559.9K | 0.07% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 4,625 | $559.7K | 0.03% | −2,793−37.7% | Reduced |
| Parkside Financial Bank & Trust | 4,623 | $559.4K | 0.06% | +166+3.7% | Added |
| First City Capital Management, Inc. | 4,614 | $558.4K | 0.32% | −75−1.6% | Reduced |
| Essex Savings Bank | 4,611 | $558.0K | 0.13% | +85+1.9% | Added |
| Cyndeo Wealth Partners, LLC | 4,593 | $555.8K | 0.03% | −27−0.6% | Reduced |
| Stablepoint Partners, LLC | 4,587 | $555.1K | 0.09% | +38+0.8% | Added |
| Washington Trust Co | 4,581 | $554.3K | 0.02% | +116+2.6% | Added |
| Scientech Research LLC | 4,568 | $552.8K | 0.14% | +4,568 | New |
| Summit Financial, LLC | 4,563 | $552.2K | 0.01% | +243+5.6% | Added |
| Wealthspire Advisors, LLC | 4,552 | $550.9K | 0.00% | +423+10.2% | Added |
| Allen Wealth Management, LLC | 4,545 | $550.0K | 0.38% | −829−15.4% | Reduced |
| Intellectus Partners, LLC | 4,538 | $549.1K | 0.12% | 00.0% | Unchanged |
| Davidson Trust Co | 4,532 | $548.4K | 0.25% | −605−11.8% | Reduced |
| Atlas Capital Advisors LLC | 4,532 | $548.4K | 0.07% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 4,528 | $548.0K | 0.01% | −94−2.0% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 4,528 | $547.9K | 0.11% | +75+1.7% | Added |
| Regatta Capital Group, LLC | 4,508 | $545.5K | 0.09% | +117+2.7% | Added |
| Marino, Stram & Associates LLC | 4,492 | $543.6K | 0.11% | −45−1.0% | Reduced |
| Fulton Bank, N.A. | 4,488 | $543.1K | 0.02% | −1,947−30.3% | Reduced |
| Beddow Capital Management Inc | 4,465 | $540.0K | 0.21% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 4,445 | $537.9K | 0.07% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 4,444 | $537.8K | 0.11% | +188+4.4% | Added |
| Mill Capital Management, LLC | 4,438 | $537.0K | 0.04% | 00.0% | Unchanged |
| AlTi Global, Inc. | 4,419 | $534.7K | 0.01% | +4,419 | New |
| Violich Capital Management, Inc. | 4,397 | $532.1K | 0.07% | 00.0% | Unchanged |
| Tranquilli Financial Advisor LLC | 4,393 | $531.6K | 0.33% | −45−1.0% | Reduced |
| Insigneo Advisory Services, LLC | 4,380 | $530.0K | 0.05% | −98−2.2% | Reduced |
| Seven Mile Advisory | 4,357 | $527.2K | 0.32% | +115+2.7% | Added |
| Strategic Investment Advisors | 4,323 | $523.2K | 0.05% | −38−0.9% | Reduced |
| Benjamin Edwards Inc | 4,300 | $520.4K | 0.01% | +206+5.0% | Added |
| Verity Asset Management, Inc. | 4,280 | $517.9K | 0.25% | −7−0.2% | Reduced |
| Financial Advocates Investment Management | 4,278 | $517.7K | 0.04% | +1,956+84.2% | Added |
| Knightsbridge Asset Management, LLC | 4,250 | $514.4K | 0.11% | +576+15.7% | Added |
| Pinnacle West Asset Management, Inc. | 4,230 | $512.0K | 0.35% | 00.0% | Unchanged |
| Helen Stephens Group, LLC | 4,222 | $510.9K | 0.13% | 00.0% | Unchanged |
| Broderick Brian C | 4,203 | $508.6K | 0.10% | −70−1.6% | Reduced |
| Two Sigma Advisers, LP | 4,200 | $508.2K | 0.00% | +4,200 | New |
| Abel Hall, LLC | 4,183 | $506.2K | 0.23% | −531−11.3% | Reduced |
| Baker Tilly Wealth Management, LLC | 4,166 | $504.1K | 0.18% | −153−3.5% | Reduced |
| Hemenway Trust Co LLC | 4,135 | $500.4K | 0.04% | −1,268−23.5% | Reduced |
| RNC Capital Management LLC | 4,126 | $499.3K | 0.02% | +450+12.2% | Added |
| Private Wealth Asset Management, LLC | 4,122 | $498.8K | 0.07% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 4,117 | $498.2K | 0.30% | 00.0% | Unchanged |
| Argyle Capital Partners, LLC | 4,061 | $491.4K | 0.40% | 00.0% | Unchanged |
| Natural Investments, LLC | 4,042 | $489.0K | 0.13% | +203+5.3% | Added |
| S.A. Mason LLC | 4,040 | $488.9K | 0.24% | 00.0% | Unchanged |
| American National Bank | 4,002 | $484.3K | 0.05% | −5−0.1% | Reduced |
| RiverFront Investment Group, LLC | 3,970 | $480.4K | 0.01% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 3,969 | $480.3K | 0.15% | −80−2.0% | Reduced |
| Texas Yale Capital Corp. | 3,952 | $478.2K | 0.02% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 3,943 | $477.1K | 0.04% | −150−3.7% | Reduced |
| IHT Wealth Management, LLC | 3,931 | $475.7K | 0.01% | +1,173+42.5% | Added |
| D'Orazio & Associates, Inc. | 3,918 | $474.1K | 0.07% | +123+3.2% | Added |
| Resonant Capital Advisors, LLC | 3,911 | $473.3K | 0.03% | +322+9.0% | Added |
| Twin Lakes Capital Management, LLC | 3,905 | $472.6K | 0.29% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 3,896 | $471.5K | 0.09% | −271−6.5% | Reduced |
| Gibbs Wealth Management | 3,894 | $471.2K | 0.09% | +995+34.3% | Added |
| Capital Investment Advisors, LLC | 3,894 | $471.2K | 0.01% | −120−3.0% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 3,862 | $467.3K | 0.04% | −250−6.1% | Reduced |
| Altfest L J & Co Inc | 3,821 | $462.4K | 0.05% | +303+8.6% | Added |
| Beck Mack & Oliver LLC | 3,800 | $459.8K | 0.01% | 00.0% | Unchanged |
| Glenview Trust Co | 3,800 | $459.8K | 0.01% | +84+2.3% | Added |
| Arvest Investments, Inc. | 3,793 | $459.0K | 0.07% | −11,762−75.6% | Reduced |
| Walleye Capital LLC | 3,788 | $458.4K | 0.00% | −1,370−26.6% | Reduced |
| Hollow Brook Wealth Management LLC | 3,788 | $458.4K | 0.13% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 3,788 | $458.4K | 0.06% | +1,604+73.4% | Added |
| Verity & Verity, LLC | 3,778 | $457.2K | 0.04% | +3,778 | New |
| Mutual Advisors, LLC | 3,874 | $455.9K | 0.01% | −5,029−56.5% | Reduced |
| Cetera Trust Company, N.A | 3,727 | $451.0K | 0.27% | +100+2.8% | Added |
| Roxbury Financial LLC | 3,718 | $449.9K | 0.44% | −20−0.5% | Reduced |
| Veracity Capital LLC | 3,707 | $448.6K | 0.16% | +61+1.7% | Added |
| Fiduciary Financial Group, LLC | 3,642 | $448.3K | 0.08% | +47+1.3% | Added |
| Newman Dignan & Sheerar, Inc. | 3,699 | $447.6K | 0.10% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 3,698 | $447.5K | 0.05% | 00.0% | Unchanged |
| Wedbush Securities Inc | 3,695 | $447.0K | 0.02% | +333+9.9% | Added |
| Cornerstone Wealth Management, LLC | 3,685 | $445.9K | 0.03% | −52−1.4% | Reduced |
| Almanack Investment Partners, LLC. | 3,678 | $445.1K | 0.07% | +735+25.0% | Added |
| Wesbanco Bank Inc | 3,664 | $443.4K | 0.01% | 00.0% | Unchanged |