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 |
|---|---|---|---|---|---|
| Burke & Herbert Bank & Trust Co | 3,654 | $442.2K | 0.10% | 00.0% | Unchanged |
| Acorn Creek Capital LLC | 3,635 | $439.9K | 0.18% | +124+3.5% | Added |
| Aureus Asset Management, LLC | 3,623 | $438.5K | 0.03% | −295−7.5% | Reduced |
| Pointe Capital Management LLC | 3,622 | $438.3K | 0.23% | +24+0.7% | Added |
| Aull & Monroe Investment Management Corp | 3,621 | $438.2K | 0.24% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 3,617 | $437.7K | 0.00% | +260+7.7% | Added |
| Colonial Trust Co | 3,613 | $437.3K | 0.06% | +21+0.6% | Added |
| Cohen Investment Advisors LLC | 3,603 | $436.0K | 0.23% | −255−6.6% | Reduced |
| Central Pacific Bank - Trust Division | 3,600 | $435.6K | 0.06% | −200−5.3% | Reduced |
| Safe Harbor Fiduciary, LLC | 3,597 | $435.3K | 0.41% | +3,597 | New |
| Arete Wealth Advisors, LLC | 3,598 | $435.0K | 0.03% | +268+8.0% | Added |
| Wealth Alliance | 3,567 | $431.6K | 0.05% | −9−0.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,556 | $430.3K | 0.03% | −105−2.9% | Reduced |
| Pinnacle Financial Partners Inc | 3,546 | $429.1K | 0.01% | −194−5.2% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,527 | $426.7K | 0.03% | +91+2.6% | Added |
| Interchange Capital Partners, LLC | 3,521 | $426.1K | 0.10% | +1,542+77.9% | Added |
| Pure Financial Advisors, Inc. | 3,511 | $424.9K | 0.01% | +3,511 | New |
| Alliance Wealth Advisors, LLC | 3,511 | $424.9K | 0.10% | +814+30.2% | Added |
| DF Dent & Co Inc | 3,502 | $423.8K | 0.01% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 3,501 | $423.7K | 0.01% | −47−1.3% | Reduced |
| McDaniel Terry & Co | 3,500 | $423.5K | 0.03% | −395−10.1% | Reduced |
| Cherokee Insurance Co | 3,500 | $423.5K | 0.18% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 3,499 | $423.4K | 0.30% | −100−2.8% | Reduced |
| Latitude Advisors, LLC | 3,498 | $423.3K | 0.21% | +19+0.5% | Added |
| LaFleur & Godfrey LLC | 3,497 | $423.2K | 0.05% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 3,494 | $422.8K | 0.03% | 00.0% | Unchanged |
| MMBG Investment Advisors Co. | 3,492 | $422.6K | 0.04% | 00.0% | Unchanged |
| BSW Wealth Partners | 3,486 | $421.8K | 0.06% | −114−3.2% | Reduced |
| Michels Family Financial, LLC | 3,482 | $421.4K | 0.36% | 00.0% | Unchanged |
| Hickory Asset Management, Inc. | 3,465 | $419.4K | 0.35% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 3,465 | $419.3K | 0.03% | +276+8.7% | Added |
| TCG Advisory Services, LLC | 3,455 | $418.1K | 0.01% | +201+6.2% | Added |
| Canal Capital Management, LLC | 3,445 | $416.9K | 0.07% | +215+6.7% | Added |
| CoreFirst Bank & Trust | 3,430 | $415.1K | 0.23% | +420+14.0% | Added |
| Three Seasons Wealth, LLC | 3,400 | $411.4K | 0.05% | 00.0% | Unchanged |
| Sachetta, LLC | 3,398 | $411.1K | 0.16% | −14−0.4% | Reduced |
| Sym Financial Corp | 3,397 | $411.1K | 0.05% | +3,397 | New |
| Smith, Salley & Associates | 3,392 | $410.5K | 0.02% | −25−0.7% | Reduced |
| Round Hill Asset Management | 3,392 | $410.5K | 0.28% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 3,380 | $409.0K | 0.09% | −54−1.6% | Reduced |
| Optas, LLC | 3,379 | $408.9K | 0.08% | −95−2.7% | Reduced |
| Pinnacle Bancorp, Inc. | 3,378 | $408.8K | 0.13% | −237−6.6% | Reduced |
| Nwam LLC | 3,532 | $408.2K | 0.02% | +3,532 | New |
| Platform Technology Partners | 3,364 | $407.1K | 0.11% | +836+33.1% | Added |
| Icapital Wealth LLC | 3,352 | $405.6K | 0.23% | 00.0% | Unchanged |
| Prairie Sky Financial Group LLC | 3,350 | $405.4K | 0.22% | 00.0% | Unchanged |
| Heck Capital Advisors, LLC | 3,350 | $405.4K | 0.03% | +244+7.9% | Added |
| Mitchell Sinkler & Starr | 3,343 | $404.5K | 0.19% | +160+5.0% | Added |
| CNB Bank | 3,335 | $403.6K | 0.19% | −1,026−23.5% | Reduced |
| Hendershot Investments Inc. | 3,331 | $403.1K | 0.05% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3,327 | $402.6K | 0.02% | −630−15.9% | Reduced |
| Journey Strategic Wealth LLC | 3,317 | $401.4K | 0.01% | +13+0.4% | Added |
| LCM Capital Management Inc | 3,301 | $399.4K | 0.21% | −17−0.5% | Reduced |
| Gitterman Wealth Management, LLC | 3,291 | $398.3K | 0.09% | −68−2.0% | Reduced |
| Miracle Mile Advisors, LLC | 3,291 | $398.3K | 0.01% | +3,291 | New |
| Certior Financial Group, LLC | 3,290 | $398.1K | 0.31% | −55−1.6% | Reduced |
| FLC Capital Advisors | 3,286 | $397.6K | 0.08% | +700+27.1% | Added |
| Klingman & Associates, LLC | 3,284 | $397.4K | 0.02% | +251+8.3% | Added |
| Chapman Financial Group, LLC | 3,272 | $395.9K | 0.34% | +3,272 | New |
| Formidable Asset Management, LLC | 3,550 | $395.8K | 0.07% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 3,268 | $395.5K | 0.01% | −216−6.2% | Reduced |
| HM Payson & Co | 3,262 | $394.7K | 0.01% | −850−20.7% | Reduced |
| Twin Tree Management, LP | 3,257 | $394.1K | 0.01% | −3,042−48.3% | Reduced |
| King Wealth | 3,258 | $394.0K | 0.05% | −100−3.0% | Reduced |
| Traveka Wealth, LLC | 3,255 | $393.9K | 0.21% | −616−15.9% | Reduced |
| Capital Investment Advisory Services, LLC | 3,249 | $393.1K | 0.03% | +10.0% | Added |
| Stiles Financial Services Inc | 3,247 | $392.9K | 0.14% | +51+1.6% | Added |
| GeoWealth Management, LLC | 3,221 | $389.8K | 0.02% | −640−16.6% | Reduced |
| Ethos Financial Group, LLC | 3,196 | $386.7K | 0.03% | +3,196 | New |
| Focus Financial Network, Inc. | 3,183 | $385.2K | 0.02% | +182+6.1% | Added |
| First Citizens Bank & Trust Co | 3,180 | $384.8K | 0.01% | +151+5.0% | Added |
| Intergy Private Wealth, LLC | 3,172 | $383.8K | 0.13% | +415+15.1% | Added |
| Caldwell Trust Co | 3,127 | $378.4K | 0.04% | −140−4.3% | Reduced |
| Canopy Partners, LLC | 3,123 | $377.9K | 0.14% | +60+2.0% | Added |
| R Squared Ltd | 3,117 | $377.2K | 0.21% | +3,117 | New |
| Berkshire Bank | 3,113 | $376.7K | 0.09% | −349−10.1% | Reduced |
| HBK Sorce Advisory LLC | 3,109 | $376.2K | 0.01% | +496+19.0% | Added |
| Millstone Evans Group, LLC | 3,102 | $375.4K | 0.26% | −30−1.0% | Reduced |
| Range Financial Group LLC | 3,097 | $374.8K | 0.15% | +78+2.6% | Added |
| Aprio Wealth Management, LLC | 3,096 | $374.6K | 0.04% | +334+12.1% | Added |
| Genus Capital Management Inc. | 3,089 | $373.8K | 0.05% | +194+6.7% | Added |
| Summit Financial Wealth Advisors, LLC | 3,085 | $373.3K | 0.07% | +125+4.2% | Added |
| Paces Ferry Wealth Advisors, LLC | 3,084 | $373.2K | 0.17% | −155−4.8% | Reduced |
| Independent Financial Group, LLC | 3,077 | $372.4K | 0.01% | +529+20.8% | Added |
| Woodstock Corp | 3,077 | $372.3K | 0.03% | −65−2.1% | Reduced |
| Perennial Investment Advisors, LLC | 3,067 | $371.1K | 0.04% | +38+1.3% | Added |
| TigerOak Management, L.L.C. | 3,065 | $370.9K | 0.13% | −19−0.6% | Reduced |
| Charter Trust Co | 3,063 | $370.7K | 0.02% | −300−8.9% | Reduced |
| Severin Investments, LLC | 3,063 | $370.6K | 0.35% | +3,063 | New |
| Foster Group, Inc. | 3,060 | $370.3K | 0.01% | +21+0.7% | Added |
| Belmont Capital, LLC | 3,058 | $370.0K | 0.06% | 00.0% | Unchanged |
| PFG Investments, LLC | 3,050 | $369.1K | 0.02% | +112+3.8% | Added |
| EverSource Wealth Advisors, LLC | 3,021 | $365.5K | 0.02% | +855+39.5% | Added |
| Convergence Financial, LLC | 3,015 | $364.8K | 0.06% | +18+0.6% | Added |
| Sage Mountain Advisors LLC | 3,011 | $364.4K | 0.02% | 00.0% | Unchanged |
| Blake Schutter Theil Wealth Advisors, LLC | 3,011 | $364.4K | 0.41% | 00.0% | Unchanged |
| Sentry LLC | 3,010 | $364.2K | 0.07% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 2,970 | $361.4K | 0.04% | +2,970 | New |
| Beacon Investment Advisors LLC | 3,000 | $360.0K | 0.16% | −10.0% | Reduced |
| CFS Investment Advisory Services, LLC | 2,971 | $360.0K | 0.03% | +516+21.0% | Added |