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, 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 | 1,625 | $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, 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 |
|---|---|---|---|---|---|
| Park National Corp | 13,503 | $1.73M | 0.05% | −252−1.8% | Reduced |
| Sepio Capital, LP | 13,551 | $1.74M | 0.10% | +356+2.7% | Added |
| Denali Advisors LLC | 13,559 | $1.74M | 0.20% | −8,254−37.8% | Reduced |
| Venturi Wealth Management, LLC | 13,568 | $1.74M | 0.08% | +611+4.7% | Added |
| Voya Financial Advisors, Inc. | 14,118 | $1.75M | 0.17% | −221−1.5% | Reduced |
| Greenleaf Trust | 13,696 | $1.76M | 0.02% | +382+2.9% | Added |
| Parsons Capital Management Inc | 13,767 | $1.77M | 0.10% | −66−0.5% | Reduced |
| Morningstar Investment Management LLC | 13,842 | $1.77M | 0.07% | +13,842 | New |
| Smartleaf Asset Management LLC | 14,328 | $1.78M | 0.11% | +2,691+23.1% | Added |
| Northstar Asset Management LLC | 13,925 | $1.79M | 0.38% | −200−1.4% | Reduced |
| Warren Averett Asset Management, LLC | 14,010 | $1.80M | 0.02% | +232+1.7% | Added |
| Marco Investment Management LLC | 14,120 | $1.81M | 0.14% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 14,264 | $1.83M | 0.03% | +2,760+24.0% | Added |
| Kahn Brothers Group Inc | 14,326 | $1.84M | 0.35% | −4,145−22.4% | Reduced |
| Lowe Brockenbrough & Co Inc | 14,349 | $1.84M | 0.09% | −185−1.3% | Reduced |
| TD Private Client Wealth LLC | 14,398 | $1.85M | 0.04% | +2,091+17.0% | Added |
| Bryn Mawr Trust Co | 14,527 | $1.86M | 0.04% | −26,716−64.8% | Reduced |
| Highland Capital Management, LLC | 14,562 | $1.87M | 0.09% | +100+0.7% | Added |
| Baker Ellis Asset Management LLC | 14,711 | $1.89M | 0.23% | +150+1.0% | Added |
| Johnson Investment Counsel Inc | 14,966 | $1.92M | 0.02% | −3,740−20.0% | Reduced |
| Mosaic Financial Group, LLC | 14,986 | $1.92M | 1.37% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 15,061 | $1.93M | 0.27% | +15,061 | New |
| Dorsey & Whitney Trust CO LLC | 15,191 | $1.95M | 0.10% | +60.0% | Added |
| Aptus Capital Advisors, LLC | 15,290 | $1.96M | 0.02% | −866−5.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 15,626 | $2.00M | 0.05% | +108+0.7% | Added |
| Ascent Wealth Partners, LLC | 15,637 | $2.01M | 0.23% | −368−2.3% | Reduced |
| Aaron Wealth Advisors | 15,639 | $2.01M | 0.12% | +411+2.7% | Added |
| Bessemer Group Inc | 15,976 | $2.05M | 0.00% | +403+2.6% | Added |
| FSB Premier Wealth Management, Inc. | 16,098 | $2.06M | 0.68% | +1,774+12.4% | Added |
| IAM Advisory, LLC | 16,135 | $2.07M | 0.47% | +234+1.5% | Added |
| Advisors Management Group Inc | 16,153 | $2.07M | 0.36% | −360−2.2% | Reduced |
| Savant Capital, LLC | 16,304 | $2.09M | 0.01% | +1,185+7.8% | Added |
| Empire Financial Management Company, LLC | 16,338 | $2.10M | 0.48% | +399+2.5% | Added |
| Marshall Financial Group LLC | 16,375 | $2.10M | 0.41% | +741+4.7% | Added |
| Quadcap Wealth Management, LLC | 16,384 | $2.10M | 0.25% | −42−0.3% | Reduced |
| Palisade Asset Management, LLC | 16,459 | $2.11M | 0.20% | +10+0.1% | Added |
| WCG Wealth Advisors LLC | 16,503 | $2.12M | 0.13% | −2,104−11.3% | Reduced |
| Headinvest, LLC | 16,516 | $2.12M | 0.44% | −368−2.2% | Reduced |
| Rothschild Investment LLC | 16,777 | $2.15M | 0.12% | +196+1.2% | Added |
| Patten Group, Inc. | 16,813 | $2.16M | 0.42% | −40−0.2% | Reduced |
| Regions Financial Corp | 16,813 | $2.16M | 0.01% | +11,580+221.3% | Added |
| Abundance Wealth Counselors | 16,854 | $2.16M | 0.37% | −32−0.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 16,880 | $2.16M | 0.28% | +1,263+8.1% | Added |
| New Vernon Capital Holdings II LLC | 16,911 | $2.17M | 1.00% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 16,939 | $2.17M | 0.01% | +3,582+26.8% | Added |
| Perigon Wealth Management, LLC | 16,957 | $2.17M | 0.04% | +185+1.1% | Added |
| Altman Advisors, Inc. | 17,136 | $2.20M | 0.84% | +136+0.8% | Added |
| Ipswich Investment Management Co., Inc. | 17,212 | $2.21M | 0.52% | −915−5.0% | Reduced |
| Jamison Private Wealth Management, Inc. | 17,227 | $2.21M | 0.28% | −341−1.9% | Reduced |
| Nichols & Pratt Advisers LLP | 17,237 | $2.21M | 0.14% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 17,279 | $2.22M | 0.15% | +1,528+9.7% | Added |
| Prime Capital Investment Advisors, LLC | 17,337 | $2.22M | 0.03% | −560−3.1% | Reduced |
| Benedict Financial Advisors Inc | 17,519 | $2.25M | 0.49% | −69−0.4% | Reduced |
| Triasima Portfolio Management inc. | 17,555 | $2.25M | 0.34% | +90+0.5% | Added |
| Coldstream Capital Management Inc | 17,671 | $2.27M | 0.03% | +4,565+34.8% | Added |
| Marietta Investment Partners LLC | 17,749 | $2.28M | 0.44% | +645+3.8% | Added |
| Lester Murray Antman dba SimplyRich | 17,770 | $2.28M | 0.61% | −60.0% | Reduced |
| Checchi Capital Advisers, LLC | 17,876 | $2.29M | 0.16% | +401+2.3% | Added |
| Independent Investors Inc | 17,900 | $2.30M | 0.44% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 17,914 | $2.30M | 0.02% | +885+5.2% | Added |
| Level Four Advisory Services, LLC | 18,044 | $2.31M | 0.08% | +2,152+13.5% | Added |
| Abbot Financial Management, Inc. | 18,207 | $2.33M | 1.00% | −135−0.7% | Reduced |
| Farther Finance Advisors, LLC | 18,309 | $2.35M | 0.04% | +981+5.7% | Added |
| Bradley Foster & Sargent Inc | 18,312 | $2.35M | 0.03% | −2,643−12.6% | Reduced |
| Beutel, Goodman & Co Ltd. | 18,440 | $2.36M | 0.01% | +6,330+52.3% | Added |
| Synovus Financial Corp | 18,589 | $2.39M | 0.03% | +8,250+79.8% | Added |
| Cloverfields Capital Group, LP | 18,612 | $2.39M | 0.75% | −1,883−9.2% | Reduced |
| Trust Co of Toledo NA | 18,956 | $2.43M | 0.24% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 19,018 | $2.44M | 0.04% | −26−0.1% | Reduced |
| Moody Lynn & Lieberson, LLC | 19,041 | $2.44M | 0.13% | +16,752+731.8% | Added |
| Optimist Retirement Group LLC | 19,319 | $2.48M | 1.12% | +47+0.2% | Added |
| Everett Harris & Co | 19,363 | $2.48M | 0.03% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 19,364 | $2.48M | 0.09% | −8,263−29.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 19,381 | $2.49M | 0.01% | −213−1.1% | Reduced |
| DGS Capital Management, LLC | 19,726 | $2.53M | 0.46% | +1,146+6.2% | Added |
| Foster & Motley Inc | 19,776 | $2.54M | 0.14% | −193−1.0% | Reduced |
| Dynamic Advisor Solutions LLC | 19,866 | $2.55M | 0.07% | −511−2.5% | Reduced |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 20,000 | $2.56M | 0.47% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 20,000 | $2.56M | 0.21% | +5,000+33.3% | Added |
| Advisors Asset Management, Inc. | 20,057 | $2.57M | 0.04% | −1,829−8.4% | Reduced |
| Family Management Corp | 20,104 | $2.58M | 0.36% | −903−4.3% | Reduced |
| Skopos Labs, Inc. | 21,528 | $2.58M | 0.35% | −562−2.5% | Reduced |
| Beacon Financial Group | 20,449 | $2.62M | 0.26% | −115−0.6% | Reduced |
| Coastline Trust Co | 20,461 | $2.62M | 0.28% | −160−0.8% | Reduced |
| NorthCrest Asset Manangement, LLC | 20,014 | $2.63M | 0.06% | +1,734+9.5% | Added |
| Old Port Advisors | 20,701 | $2.65M | 0.67% | +295+1.4% | Added |
| Walleye Capital LLC | 20,855 | $2.67M | 0.02% | +17,067+450.6% | Added |
| Kathmere Capital Management, LLC | 20,864 | $2.68M | 0.19% | +3,501+20.2% | Added |
| Cascade Investment Advisors, Inc. | 21,205 | $2.72M | 1.65% | −550−2.5% | Reduced |
| Kestra Private Wealth Services, LLC | 21,316 | $2.73M | 0.04% | −5,261−19.8% | Reduced |
| West Oak Capital, LLC | 21,418 | $2.75M | 1.10% | +50.0% | Added |
| Huntington National Bank | 22,131 | $2.84M | 0.02% | −98−0.4% | Reduced |
| Commerce Bank | 22,143 | $2.84M | 0.02% | +358+1.6% | Added |
| Choate Investment Advisors | 22,238 | $2.85M | 0.06% | −873−3.8% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 22,421 | $2.88M | 1.21% | −123−0.5% | Reduced |
| AMG National Trust Bank | 22,756 | $2.92M | 0.07% | 00.0% | Unchanged |
| Tealwood Asset Management Inc | 22,805 | $2.92M | 1.18% | −776−3.3% | Reduced |
| Fairfield, Bush & Co. | 22,854 | $2.93M | 1.50% | −1,370−5.7% | Reduced |
| AlphaCore Capital LLC | 22,964 | $2.94M | 0.10% | +15,235+197.1% | Added |
| Parr McKnight Wealth Management Group, LLC | 23,218 | $2.98M | 0.39% | −216−0.9% | Reduced |