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Livermore
Livermore
ZHEN

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.

Institutional holdersQ3 2025: 1,405 institutions
Q1 2021: 1,138 institutionsQ2 2021: 1,123 institutionsQ3 2021: 1,083 institutionsQ4 2021: 1,147 institutionsQ1 2022: 1,137 institutionsQ2 2022: 1,142 institutionsQ3 2022: 1,088 institutionsQ4 2022: 1,183 institutionsQ1 2023: 1,182 institutionsQ2 2023: 1,203 institutionsQ3 2023: 1,225 institutionsQ4 2023: 1,274 institutionsQ1 2024: 1,254 institutionsQ2 2024: 1,309 institutionsQ3 2024: 1,314 institutionsQ4 2024: 1,345 institutionsQ1 2025: 1,361 institutionsQ2 2025: 1,387 institutionsQ3 2025: 1,405 institutionsQ4 2025: 1,515 institutionsQ1 2026: 1,605 institutionsQ2 2026: 1,626 institutions
Value heldQ3 2025: $17.2B
Q1 2021: $18.7BQ2 2021: $19.8BQ3 2021: $18.0BQ4 2021: $18.5BQ1 2022: $18.3BQ2 2022: $16.9BQ3 2022: $13.7BQ4 2022: $15.5BQ1 2023: $15.2BQ2 2023: $14.9BQ3 2023: $15.1BQ4 2023: $14.2BQ1 2024: $13.6BQ2 2024: $14.7BQ3 2024: $15.2BQ4 2024: $12.7BQ1 2025: $15.4BQ2 2025: $16.2BQ3 2025: $17.2BQ4 2025: $18.4BQ1 2026: $22.0BQ2 2026: $21.3B
Institutions holding NVS and their total value by quarter
QuarterHoldersValue
Q2 20261,626$21.3B
Q1 20261,605$22.0B
Q4 20251,515$18.4B
Q3 20251,405$17.2B
Q2 20251,387$16.2B
Q1 20251,361$15.4B
Q4 20241,345$12.7B
Q3 20241,314$15.2B
Q2 20241,309$14.7B
Q1 20241,254$13.6B
Q4 20231,274$14.2B
Q3 20231,225$15.1B
Q2 20231,203$14.9B
Q1 20231,182$15.2B
Q4 20221,183$15.5B
Q3 20221,088$13.7B
Q2 20221,142$16.9B
Q1 20221,137$18.3B
Q4 20211,147$18.5B
Q3 20211,083$18.0B
Q2 20211,123$19.8B
Q1 20211,138$18.7B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding Novartis AG; share changes are against Q2 2025.

Institutions holding NVS in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Cornerstone Planning Group LLC2$170.00%−166−98.8%Reduced
Financial Freedom, LLC3$4210.00%00.0%Unchanged
Turning Point Benefit Group, Inc.4$5260.00%+4New
Bridge Generations Wealth Management LLC5$6420.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.6$7690.00%−1,810−99.7%Reduced
Bear Mountain Capital, Inc.7$9190.00%+7New
Gold Investment Management Ltd.10$1.28K0.00%00.0%Unchanged
Winch Advisory Services, LLC11$1.45K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC12$1.54K0.00%00.0%Unchanged
Granite FO LLC14$1.79K0.00%00.0%Unchanged
Proffitt & Goodson Inc14$1.80K0.00%+14New
Abound Wealth Management15$1.92K0.00%00.0%Unchanged
Navigoe, LLC23$2.00K0.00%+23New
Corsicana & Co.16$2.05K0.00%+16New
Perritt Capital Management Inc17$2.18K0.00%00.0%Unchanged
Marquette Asset Management, LLC17$2.18K0.00%00.0%Unchanged
Kilter Group LLC17$2.18K0.00%00.0%Unchanged
Hartford Financial Management Inc.19$2.44K0.00%00.0%Unchanged
NVWM, LLC20$2.56K0.00%00.0%Unchanged
Global Wealth Strategies & Associates20$2.56K0.00%+20New
TD Capital Management LLC21$2.64K0.00%00.0%Unchanged
Kozak & Associates, Inc.21$2.76K0.00%−979−97.9%Reduced
Farmers & Merchants Trust Co of Chambersburg PA22$3.00K0.00%00.0%Unchanged
American Capital Advisory, LLC24$3.08K0.00%+24New
Stone House Investment Management, LLC25$3.16K0.00%+4+19.0%Added
DecisionPoint Financial, LLC25$3.29K0.00%+25New
Kerr Financial Planning Corp26$3.46K0.00%+26New
Thompson Investment Management, Inc.31$3.98K0.00%00.0%Unchanged
Horizon Investments, LLC34$4.36K0.00%+34New
Main Street Group, LTD36$4.62K0.00%00.0%Unchanged
Quent Capital, LLC36$4.62K0.00%+36New
Quest 10 Wealth Builders, Inc.38$4.87K0.00%+38New
Hughes Financial Services, LLC39$4.96K0.00%00.0%Unchanged
Wealth Preservation Advisors, LLC39$5.00K0.00%−8−17.0%Reduced
Maryland Capital Advisors Inc.39$5.00K0.00%00.0%Unchanged
Accent Capital Management, LLC40$5.13K0.00%00.0%Unchanged
Bank of Jackson Hole Trust44$5.64K0.00%00.0%Unchanged
Signature Resources Capital Management, LLC45$5.77K0.00%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC45$5.77K0.00%+45New
Redmont Wealth Advisors LLC48$6.16K0.01%00.0%Unchanged
Wolff Wiese Magana LLC49$6.28K0.00%−24−32.9%Reduced
Morse Asset Management, Inc49$6.28K0.00%00.0%Unchanged
Cedar Wealth Management, LLC50$6.41K0.00%−167−77.0%Reduced
Ninety One UK Ltd52$6.67K0.00%00.0%Unchanged
Friedenthal Financial52$6.67K0.00%00.0%Unchanged
Fortitude Family Office, LLC53$6.80K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.56$7.18K0.00%00.0%Unchanged
Clean Yield Group57$7.31K0.00%−63−52.5%Reduced
Team Financial Group, LLC58$7.44K0.00%00.0%Unchanged
Creative Capital Management Investments LLC59$7.57K0.00%00.0%Unchanged
Halbert Hargrove Global Advisors, LLC59$7.60K0.00%+59New
HighMark Wealth Management LLC60$7.69K0.00%+60New
Caitlin John, LLC62$7.97K0.01%+62New
Prudent Man Investment Management, Inc.84$8.18K0.00%00.0%Unchanged
Boreal Capital Management LLC65$8.34K0.01%+65New
Robinswood Financial LLC66$8.46K0.00%00.0%Unchanged
Mascoma Wealth Management LLC67$8.59K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.68$8.67K0.00%00.0%Unchanged
MV Capital Management, Inc.68$8.72K0.00%00.0%Unchanged
Indiana Trust & Investment Management CO75$9.62K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC78$10.0K0.00%+12+18.2%Added
Hemington Wealth Management79$10.0K0.00%00.0%Unchanged
Strategic Investment Solutions, Inc.80$10.3K0.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc83$10.6K0.00%00.0%Unchanged
Old Second National Bank of Aurora84$10.8K0.00%+84New
Hager Investment Management Services, LLC86$11.0K0.01%−29−25.2%Reduced
Financial Network Wealth Advisors LLC87$11.2K0.01%+30+52.6%Added
FSA Wealth Management LLC90$11.5K0.00%00.0%Unchanged
Aventus Investment Advisors, Inc.90$11.5K0.01%00.0%Unchanged
New England Capital Financial Advisors LLC91$11.7K0.00%00.0%Unchanged
JPL Wealth Management, LLC91$11.7K0.00%+91New
Access Investment Management LLC93$11.9K0.00%00.0%Unchanged
Ameriflex Group, Inc.96$12.3K0.00%+96New
First Community Trust NA98$12.6K0.01%00.0%Unchanged
Bell Investment Advisors, Inc100$12.8K0.00%−89−47.1%Reduced
Westend Capital Management, LLC100$12.8K0.00%00.0%Unchanged
Horrell Capital Management, Inc.100$12.8K0.01%00.0%Unchanged
First Command Advisory Services, Inc.100$12.8K0.00%00.0%Unchanged
West Branch Capital LLC100$12.8K0.00%00.0%Unchanged
Asset Planning,Inc107$13.7K0.01%00.0%Unchanged
Principia Wealth Advisory, LLC108$13.8K0.01%+72+200.0%Added
Darwin Advisors, LLC112$14.4K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc116$14.9K0.00%+16+16.0%Added
Lavaca Capital LLC119$15.3K0.00%00.0%Unchanged
Pacific Center for Financial Services123$15.8K0.00%00.0%Unchanged
Princeton Global Asset Management LLC123$15.8K0.00%00.0%Unchanged
Bare Financial Services, Inc124$15.9K0.00%+21+20.4%Added
Financial Consulate, Inc124$15.9K0.00%+124New
Strengthening Families & Communities, LLC148$17.0K0.00%+148New
Wealth Watch Advisors, INC133$17.1K0.01%+133New
Cedar Mountain Advisors, LLC142$18.2K0.00%+142New
Sound Income Strategies, LLC146$19.1K0.00%−33−18.4%Reduced
Lowe Wealth Advisors, LLC150$19.2K0.01%00.0%Unchanged
Imprint Wealth LLC150$19.2K0.06%+150New
City Holding Co152$19.5K0.00%+17+12.6%Added
Park Place Capital Corp152$19.5K0.00%00.0%Unchanged
Canton Hathaway, LLC159$20.0K0.00%+159New
Copia Wealth Management160$20.5K0.02%00.0%Unchanged
Proathlete Wealth Management LLC162$20.8K0.01%−13−7.4%Reduced
TFC Financial Management162$20.8K0.00%00.0%Unchanged