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, Q3 2025
Institutional positions in Novartis AG as of Sep 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
- 1,405
- +43 vs. Q2 2025
- Shares held
- 134.0M
- +778.3K (+0.6%) vs. Q2 2025
- Total value
- $17.2B
- +$1.07B (+6.6%) vs. Q2 2025
- New holders
- 117
- 478 more added
- Sold out
- 74
- 480 more reduced
25 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Novartis AG; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dodge & Cox | 10,585,145 | $1.36B | 0.73% | −62,484−0.6% | Reduced |
| Primecap Management Co | 9,341,854 | $1.20B | 0.92% | −1,059,580−10.2% | Reduced |
| Dimensional Fund Advisors LP | 8,840,686 | $1.13B | 0.24% | −220,209−2.4% | Reduced |
| Morgan Stanley | 7,728,873 | $991.2M | 0.06% | +169,385+2.2% | Added |
| Fisher Asset Management, LLC | 7,239,366 | $928.4M | 0.34% | +117,952+1.7% | Added |
| Loomis Sayles & Co L P | 5,664,911 | $726.5M | 0.86% | +83,335+1.5% | Added |
| Bank of America Corp | 4,605,878 | $590.7M | 0.04% | +78,390+1.7% | Added |
| Franklin Resources Inc | 4,059,319 | $520.6M | 0.13% | −180,107−4.2% | Reduced |
| Goldman Sachs Group Inc | 2,949,647 | $378.3M | 0.05% | +407,775+16.0% | Added |
| BlackRock, Inc. | 2,530,206 | $324.5M | 0.01% | +209,051+9.0% | Added |
| Northern Trust Corp | 2,371,389 | $304.1M | 0.04% | +168,573+7.7% | Added |
| GQG Partners LLC | 2,262,867 | $290.2M | 0.45% | +2,200,332+3,518.6% | Added |
| Principal Financial Group Inc | 2,088,540 | $267.8M | 0.14% | −203,340−8.9% | Reduced |
| Cullen Capital Management LLC | 2,070,377 | $265.5M | 2.90% | −26,475−1.3% | Reduced |
| Janus Henderson Group PLC | 2,068,726 | $265.3M | 0.12% | −110,096−5.1% | Reduced |
| Renaissance Technologies LLC | 1,877,831 | $240.8M | 0.32% | −420,320−18.3% | Reduced |
| Wells Fargo & Company | 1,829,844 | $234.7M | 0.05% | −33,424−1.8% | Reduced |
| Envestnet Asset Management Inc | 1,819,260 | $233.3M | 0.07% | +82,369+4.7% | Added |
| Raymond James Financial Inc | 1,648,174 | $211.4M | 0.07% | +720,860+77.7% | Added |
| UBS Group AG | 1,602,133 | $205.5M | 0.04% | +245,307+18.1% | Added |
| FMR LLC | 1,599,737 | $205.2M | 0.01% | +58,774+3.8% | Added |
| State Street Corp | 1,500,374 | $194.6M | 0.01% | −97,456−6.1% | Reduced |
| Wellington Management Group LLP | 1,404,088 | $180.1M | 0.03% | −1,098,307−43.9% | Reduced |
| Scharf Investments, LLC | 1,210,948 | $155.3M | 3.90% | −51,496−4.1% | Reduced |
| Marshall Wace, LLP | 1,168,757 | $149.9M | 0.16% | −263,057−18.4% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 1,136,250 | $145.7M | 0.40% | +924+0.1% | Added |
| Bank of Montreal | 1,045,191 | $134.0M | 0.06% | +480,201+85.0% | Added |
| Natixis Advisors, L.P. | 900,018 | $115.4M | 0.17% | +39,020+4.5% | Added |
| Balyasny Asset Management LLC | 863,633 | $110.8M | 0.22% | −13,323−1.5% | Reduced |
| Earnest Partners LLC | 840,026 | $107.7M | 0.47% | −10,181−1.2% | Reduced |
| Truist Financial Corp | 832,614 | $106.8M | 0.14% | +34,147+4.3% | Added |
| Clark Capital Management Group, Inc. | 700,858 | $89.9M | 0.56% | −130,112−15.7% | Reduced |
| Harding Loevner LP | 629,958 | $80.8M | 0.59% | +316,431+100.9% | Added |
| Woodley Farra Manion Portfolio Management Inc | 606,780 | $77.8M | 3.67% | +265,861+78.0% | Added |
| Ameriprise Financial Inc | 584,653 | $75.0M | 0.02% | −46,478−7.4% | Reduced |
| Bristol John W & Co Inc | 581,723 | $74.6M | 1.18% | −10,558−1.8% | Reduced |
| American Century Companies Inc | 561,064 | $72.0M | 0.04% | −27,297−4.6% | Reduced |
| Royal Bank of Canada | 551,927 | $70.8M | 0.01% | +48,128+9.6% | Added |
| LPL Financial LLC | 551,535 | $70.7M | 0.02% | +91,442+19.9% | Added |
| JPMorgan Chase & Co | 537,543 | $68.9M | 0.00% | +82,226+18.1% | Added |
| SEI Investments Co | 520,091 | $66.7M | 0.07% | +8,344+1.6% | Added |
| CIBC Private Wealth Group, LLC | 495,791 | $63.6M | 0.11% | +18,447+3.9% | Added |
| Harvest Portfolios Group Inc. | 485,330 | $62.2M | 1.15% | −7,238−1.5% | Reduced |
| NewEdge Wealth, LLC | 486,464 | $61.1M | 0.88% | +20,548+4.4% | Added |
| CI Private Wealth, LLC | 458,540 | $58.8M | 0.09% | +5,717+1.3% | Added |
| First Trust Advisors LP | 455,003 | $58.3M | 0.04% | +35,969+8.6% | Added |
| Van Eck Associates Corp | 444,658 | $57.0M | 0.05% | +45,173+11.3% | Added |
| Todd Asset Management LLC | 439,879 | $56.4M | 1.14% | +23,978+5.8% | Added |
| Creative Planning | 423,818 | $54.4M | 0.04% | +25,560+6.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 399,158 | $51.2M | 0.16% | −3,202−0.8% | Reduced |
| TCTC Holdings, LLC | 391,436 | $50.2M | 1.49% | −200−0.1% | Reduced |
| Assetmark, Inc | 358,151 | $45.9M | 0.10% | +38,243+12.0% | Added |
| Cerity Partners LLC | 332,682 | $42.7M | 0.07% | −6,073−1.8% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 331,032 | $42.5M | 0.12% | −21,663−6.1% | Reduced |
| Saturna Capital CORP | 315,301 | $40.4M | 0.52% | −575−0.2% | Reduced |
| Janney Montgomery Scott LLC | 313,282 | $40.2M | 0.10% | +2,893+0.9% | Added |
| Bank of New York Mellon Corp | 312,368 | $40.1M | 0.01% | −3,992−1.3% | Reduced |
| Toroso Investments, LLC | 301,436 | $38.7M | 0.16% | +292,595+3,309.5% | Added |
| O'Shaughnessy Asset Management, LLC | 285,805 | $36.7M | 0.22% | +20,820+7.9% | Added |
| Teachers Retirement System of the State of Kentucky | 274,950 | $35.3M | 0.27% | +21,100+8.3% | Added |
| Cookson Peirce & Co Inc | 272,169 | $34.9M | 1.43% | +4,634+1.7% | Added |
| Charles Schwab Investment Management Inc | 260,827 | $33.4M | 0.01% | +38,197+17.2% | Added |
| Stifel Financial Corp | 256,752 | $32.9M | 0.03% | +13,407+5.5% | Added |
| US Bancorp | 254,257 | $32.6M | 0.04% | +31,197+14.0% | Added |
| HighTower Advisors, LLC | 253,203 | $32.5M | 0.04% | +10,543+4.3% | Added |
| Quantinno Capital Management LP | 252,646 | $32.4M | 0.09% | +53,897+27.1% | Added |
| Midwest Trust Co | 252,352 | $32.4M | 0.42% | −14,541−5.4% | Reduced |
| Brandes Investment Partners, LP | 247,875 | $31.8M | 0.25% | +8,593+3.6% | Added |
| Mariner, LLC | 234,890 | $30.1M | 0.04% | +7,519+3.3% | Added |
| Citigroup Inc | 231,287 | $29.7M | 0.02% | +17,266+8.1% | Added |
| Advisor Group Holdings, Inc. | 231,907 | $29.5M | 0.04% | +50,430+27.8% | Added |
| D.A. Davidson & Co. | 224,547 | $28.8M | 0.18% | −106,074−32.1% | Reduced |
| Oppenheimer Asset Management Inc. | 222,892 | $28.6M | 0.31% | +13,370+6.4% | Added |
| First Financial Bankshares Inc | 222,237 | $28.5M | 0.59% | +339+0.2% | Added |
| Martin Investment Management, LLC | 217,743 | $27.9M | 7.10% | −1,515−0.7% | Reduced |
| MML Investors Services, LLC | 216,969 | $27.8M | 0.07% | +25,808+13.5% | Added |
| The PNC Financial Services Group, Inc. | 212,784 | $27.3M | 0.02% | +3,967+1.9% | Added |
| Adage Capital Partners GP, L.L.C. | 210,188 | $27.0M | 0.04% | +195,707+1,351.5% | Added |
| Promethos Capital, LLC | 207,180 | $26.5M | 7.12% | +9,595+4.9% | Added |
| Integral Health Asset Management, LLC | 200,000 | $25.6M | 1.87% | 00.0% | Unchanged |
| Managed Asset Portfolios, LLC | 198,702 | $25.5M | 3.15% | +1,662+0.8% | Added |
| Godsey & Gibb Associates | 193,262 | $24.8M | 2.19% | −3,025−1.5% | Reduced |
| Qube Research & Technologies Ltd | 189,467 | $24.3M | 0.03% | +189,467 | New |
| Brown Advisory Inc | 188,953 | $24.2M | 0.03% | −1,168−0.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 180,188 | $23.7M | 0.04% | +33,655+23.0% | Added |
| BNP Paribas Arbitrage, SA | 184,244 | $23.6M | 0.02% | +182,663+11,553.6% | Added |
| Jones Financial Companies LLLP | 185,573 | $23.1M | 0.02% | +12,457+7.2% | Added |
| Cetera Investment Advisers | 179,827 | $23.1M | 0.03% | +32,566+22.1% | Added |
| Invesco Ltd. | 179,039 | $23.0M | 0.00% | −20,919−10.5% | Reduced |
| Commonwealth Equity Services, LLC | 178,522 | $22.9M | 0.03% | −20,891−10.5% | Reduced |
| Foresight Global Investors, Inc. | 171,683 | $22.0M | 13.07% | +6,759+4.1% | Added |
| Grandfield & Dodd, LLC | 162,818 | $20.9M | 1.18% | +511+0.3% | Added |
| Kovitz Investment Group Partners, LLC | 161,147 | $20.7M | 0.08% | +9,081+6.0% | Added |
| Optiver Holding B.V. | 160,088 | $20.5M | 0.33% | −355,085−68.9% | Reduced |
| Douglas Lane & Associates, LLC | 156,448 | $20.1M | 0.28% | −8,823−5.3% | Reduced |
| Oak Associates, Ltd | 155,859 | $20.0M | 1.22% | −2,021−1.3% | Reduced |
| CIBC World Markets Inc. | 154,547 | $19.8M | 0.04% | −4,451−2.8% | Reduced |
| Captrust Financial Advisors | 154,149 | $19.8M | 0.04% | +2,884+1.9% | Added |
| M&T Bank Corp | 152,462 | $19.6M | 0.07% | −6,216−3.9% | Reduced |
| ProVise Management Group, LLC | 140,374 | $18.0M | 1.33% | +3,907+2.9% | Added |