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 |
|---|---|---|---|---|---|
| Mystic Asset Management, Inc. | 9,569 | $1.23M | 0.28% | −50−0.5% | Reduced |
| KCM Investment Advisors LLC | 9,599 | $1.23M | 0.04% | −650−6.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 9,618 | $1.23M | 0.01% | −876−8.3% | Reduced |
| Douglass Winthrop Advisors, LLC | 9,638 | $1.24M | 0.02% | +2,857+42.1% | Added |
| Hutchinson Financial Advisors, INC | 9,656 | $1.24M | 1.22% | +234+2.5% | Added |
| Transcend Wealth Collective, LLC | 9,663 | $1.24M | 0.09% | −490−4.8% | Reduced |
| Nicholas Hoffman & Company, LLC. | 9,682 | $1.24M | 0.03% | −1,351−12.2% | Reduced |
| Public Employees Retirement System of Ohio | 9,700 | $1.24M | 0.00% | 00.0% | Unchanged |
| Novem Group | 9,764 | $1.25M | 0.15% | +183+1.9% | Added |
| Ashton Thomas Private Wealth, LLC | 9,820 | $1.26M | 0.03% | +2,255+29.8% | Added |
| Meriwether Wealth & Planning, LLC | 9,821 | $1.26M | 0.73% | +329+3.5% | Added |
| HighPoint Advisor Group LLC | 9,854 | $1.26M | 0.06% | +574+6.2% | Added |
| Modern Wealth Management, LLC | 9,878 | $1.27M | 0.03% | +342+3.6% | Added |
| Valeo Financial Advisors, LLC | 9,949 | $1.28M | 0.03% | +683+7.4% | Added |
| Adviser Investments LLC | 9,956 | $1.28M | 0.01% | +97+1.0% | Added |
| Smart Money Group LLC | 9,963 | $1.28M | 0.38% | +402+4.2% | Added |
| Millennium Management LLC | 9,972 | $1.28M | 0.00% | −830,799−98.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,982 | $1.28M | 0.03% | +3,957+65.7% | Added |
| Ellevest, Inc. | 10,032 | $1.29M | 0.18% | −513−4.9% | Reduced |
| Savvy Advisors, Inc. | 10,067 | $1.29M | 0.06% | +739+7.9% | Added |
| Pine Valley Investments Ltd Liability Co | 10,113 | $1.30M | 0.07% | 00.0% | Unchanged |
| New Hampshire Trust | 10,188 | $1.31M | 0.25% | +705+7.4% | Added |
| Sagespring Wealth Partners, LLC | 10,206 | $1.31M | 0.03% | +2,096+25.8% | Added |
| Mather Group, LLC. | 10,234 | $1.31M | 0.01% | +2,423+31.0% | Added |
| Mayflower Financial Advisors, LLC | 10,252 | $1.31M | 0.17% | +109+1.1% | Added |
| Gradient Investments LLC | 10,271 | $1.32M | 0.02% | +3,852+60.0% | Added |
| Stratos Wealth Partners, LTD. | 10,282 | $1.32M | 0.02% | +1,154+12.6% | Added |
| CX Institutional | 10,296 | $1.32M | 0.04% | −69−0.7% | Reduced |
| Engineers Gate Manager LP | 10,354 | $1.33M | 0.02% | −756−6.8% | Reduced |
| GeoWealth Management, LLC | 10,358 | $1.33M | 0.05% | +7,137+221.6% | Added |
| Graham Capital Management, L.P. | 10,455 | $1.34M | 0.05% | −1,341−11.4% | Reduced |
| J.W. Cole Advisors, Inc. | 10,513 | $1.35M | 0.03% | −231−2.2% | Reduced |
| Unique Wealth Strategies, LLC | 10,516 | $1.35M | 0.53% | +155+1.5% | Added |
| Venture Visionary Partners LLC | 10,550 | $1.35M | 0.05% | −364−3.3% | Reduced |
| Intrust Bank NA | 10,559 | $1.35M | 0.11% | −8−0.1% | Reduced |
| Holderness Investments Co | 10,563 | $1.35M | 0.28% | −964−8.4% | Reduced |
| Foyston, Gordon, & Payne Inc | 10,580 | $1.36M | 0.30% | −152−1.4% | Reduced |
| GAMMA Investing LLC | 10,617 | $1.36M | 0.08% | +2,531+31.3% | Added |
| Integrated Quantitative Investments LLC | 10,627 | $1.36M | 0.39% | +83+0.8% | Added |
| Drexel Morgan & Co. | 10,720 | $1.37M | 0.22% | 00.0% | Unchanged |
| Ar Asset Management Inc | 10,750 | $1.38M | 0.29% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 10,767 | $1.38M | 0.08% | 00.0% | Unchanged |
| Crux Wealth Advisors | 10,775 | $1.38M | 0.55% | +629+6.2% | Added |
| Apollon Wealth Management, LLC | 10,791 | $1.38M | 0.02% | −64−0.6% | Reduced |
| CWA Asset Management Group, LLC | 10,804 | $1.39M | 0.05% | +56+0.5% | Added |
| Concurrent Investment Advisors, LLC | 10,848 | $1.39M | 0.02% | +185+1.7% | Added |
| Bridgewater Advisors Inc. | 11,014 | $1.39M | 0.10% | −62−0.6% | Reduced |
| King Luther Capital Management Corp | 10,904 | $1.40M | 0.01% | −3,202−22.7% | Reduced |
| HF Advisory Group, LLC | 10,927 | $1.40M | 0.51% | +673+6.6% | Added |
| First Affirmative Financial Network | 10,962 | $1.41M | 0.66% | +798+7.9% | Added |
| FineMark National Bank & Trust | 11,044 | $1.42M | 0.05% | −1,482−11.8% | Reduced |
| Agate Pass Investment Management, LLC | 11,050 | $1.42M | 0.54% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 11,063 | $1.42M | 0.03% | −116−1.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 11,078 | $1.42M | 0.02% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 11,081 | $1.42M | 0.04% | −350−3.1% | Reduced |
| Sigma Planning Corp | 11,168 | $1.43M | 0.04% | +6,011+116.6% | Added |
| Greenwich Wealth Management LLC | 11,312 | $1.45M | 0.07% | 00.0% | Unchanged |
| Creegan & Nassoura Financial Group, LLC | 11,325 | $1.45M | 0.94% | 00.0% | Unchanged |
| Advisory Resource Group | 11,342 | $1.45M | 0.26% | +520+4.8% | Added |
| Stock Yards Bank & Trust Co | 11,368 | $1.46M | 0.05% | −273−2.3% | Reduced |
| Silvercrest Asset Management Group LLC | 11,539 | $1.48M | 0.01% | +105+0.9% | Added |
| Qtron Investments LLC | 11,569 | $1.48M | 0.18% | −190−1.6% | Reduced |
| Dynasty Wealth Management, LLC | 11,630 | $1.49M | 0.02% | +11,630 | New |
| Global Retirement Partners, LLC | 11,698 | $1.50M | 0.03% | +1,692+16.9% | Added |
| Kiker Wealth Management, LLC | 11,749 | $1.51M | 0.76% | +11,749 | New |
| Horizon Kinetics Asset Management LLC | 11,797 | $1.51M | 0.02% | −347−2.9% | Reduced |
| Trust Co of Oklahoma | 11,818 | $1.52M | 0.45% | +107+0.9% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 12,000 | $1.54M | 0.12% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 12,021 | $1.54M | 0.26% | +184+1.6% | Added |
| Delphi Management Inc | 12,064 | $1.55M | 1.44% | −83−0.7% | Reduced |
| Brookstone Capital Management | 12,107 | $1.55M | 0.02% | +620+5.4% | Added |
| Bailard, Inc. | 12,121 | $1.55M | 0.03% | +1,418+13.2% | Added |
| Flputnam Investment Management Co | 12,199 | $1.56M | 0.02% | −642−5.0% | Reduced |
| Snowden Capital Advisors LLC | 12,219 | $1.57M | 0.04% | −259−2.1% | Reduced |
| Guggenheim Capital LLC | 12,232 | $1.57M | 0.01% | +278+2.3% | Added |
| Carnegie Capital Asset Management, LLC | 12,234 | $1.57M | 0.03% | −19−0.2% | Reduced |
| Kentucky Trust Co | 12,237 | $1.57M | 0.85% | 00.0% | Unchanged |
| Plancorp, LLC | 12,288 | $1.58M | 0.05% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 12,334 | $1.58M | 0.08% | +577+4.9% | Added |
| Fox Run Management, L.L.C. | 12,349 | $1.58M | 0.25% | +12,349 | New |
| Physicians Financial Services, Inc. | 12,434 | $1.59M | 0.44% | −200−1.6% | Reduced |
| Parallel Advisors, LLC | 12,476 | $1.60M | 0.03% | +351+2.9% | Added |
| GTS Securities LLC | 12,512 | $1.60M | 0.06% | +7,390+144.3% | Added |
| Boston Family Office LLC | 12,635 | $1.61M | 0.10% | −300−2.3% | Reduced |
| Glass Wealth Management Co LLC | 12,615 | $1.62M | 0.72% | +305+2.5% | Added |
| Arnhold LLC | 12,636 | $1.62M | 0.14% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 12,726 | $1.63M | 0.11% | −4,243−25.0% | Reduced |
| Boit C F David | 12,800 | $1.64M | 0.74% | 00.0% | Unchanged |
| West Family Investments, Inc. | 12,920 | $1.66M | 0.37% | +154+1.2% | Added |
| Shelton Capital Management | 13,092 | $1.68M | 0.04% | −11,793−47.4% | Reduced |
| Ascent Group, LLC | 13,125 | $1.68M | 0.06% | −996−7.1% | Reduced |
| Roberts Glore & Co Inc | 13,143 | $1.69M | 0.46% | −365−2.7% | Reduced |
| Strategic Global Advisors, LLC | 13,182 | $1.69M | 0.26% | −1,065−7.5% | Reduced |
| Compass Wealth Management LLC | 13,197 | $1.69M | 0.38% | −125−0.9% | Reduced |
| Solutions 4 Wealth, Ltd | 13,214 | $1.69M | 2.63% | −10.0% | Reduced |
| HM Payson & Co | 13,262 | $1.70M | 0.02% | +10,000+306.6% | Added |
| Leo Wealth, LLC | 13,280 | $1.70M | 0.22% | −3,100−18.9% | Reduced |
| Somerville Kurt F | 13,323 | $1.71M | 0.28% | −1,000−7.0% | Reduced |
| AIMZ Investment Advisors, LLC | 13,328 | $1.71M | 0.54% | 00.0% | Unchanged |
| Ativo Capital Management LLC | 13,445 | $1.72M | 1.46% | −280−2.0% | Reduced |