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 |
|---|---|---|---|---|---|
| Atomi Financial Group, Inc. | 23,339 | $2.99M | 0.10% | +2,699+13.1% | Added |
| apricus wealth, LLC | 23,733 | $3.04M | 1.64% | −35−0.1% | Reduced |
| Patten & Patten Inc | 23,927 | $3.07M | 0.18% | −458−1.9% | Reduced |
| Peapack Gladstone Financial Corp | 24,217 | $3.10M | 0.04% | +1,720+7.6% | Added |
| Blue Square Asset Management, LLC | 24,240 | $3.11M | 1.36% | −43−0.2% | Reduced |
| Fca Corp | 24,432 | $3.13M | 0.87% | +363+1.5% | Added |
| SageView Advisory Group, LLC | 24,463 | $3.14M | 0.11% | +24,463 | New |
| Forum Financial Management, LP | 24,607 | $3.16M | 0.04% | 00.0% | Unchanged |
| TD Asset Management Inc | 24,815 | $3.18M | 0.00% | +4,115+19.9% | Added |
| Arjuna Capital | 24,851 | $3.19M | 0.79% | +12,959+109.0% | Added |
| Hall Laurie J Trustee | 25,332 | $3.25M | 1.06% | +190+0.8% | Added |
| Albert D Mason Inc | 25,499 | $3.27M | 2.13% | +1,135+4.7% | Added |
| CIBC Asset Management Inc | 25,989 | $3.31M | 0.01% | +8,682+50.2% | Added |
| Yousif Capital Management, LLC | 25,809 | $3.31M | 0.04% | −3,145−10.9% | Reduced |
| Aquatic Capital Management LLC | 25,899 | $3.32M | 0.06% | −7,341−22.1% | Reduced |
| Prospera Financial Services Inc | 25,946 | $3.33M | 0.06% | −537−2.0% | Reduced |
| Ballentine Partners, LLC | 26,119 | $3.35M | 0.05% | −632−2.4% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 26,168 | $3.36M | 1.18% | +1,513+6.1% | Added |
| Americana Partners, LLC | 26,284 | $3.37M | 0.10% | −263−1.0% | Reduced |
| Naples Global Advisors, LLC | 26,300 | $3.37M | 0.26% | −535−2.0% | Reduced |
| We Are One Seven, LLC | 26,315 | $3.37M | 0.08% | +2,364+9.9% | Added |
| Archford Capital Strategies, LLC | 26,353 | $3.38M | 0.40% | +26,353 | New |
| SIH Partners, LLLP | 26,579 | $3.41M | 0.30% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 26,672 | $3.42M | 0.33% | −18−0.1% | Reduced |
| Trustmark National Bank Trust Department | 26,888 | $3.45M | 0.22% | −318−1.2% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 27,005 | $3.46M | 2.08% | −1,400−4.9% | Reduced |
| Diamond Hill Capital Management Inc | 27,827 | $3.57M | 0.02% | −6,450−18.8% | Reduced |
| Fayez Sarofim & Co | 27,952 | $3.58M | 0.01% | −184−0.7% | Reduced |
| EagleClaw Capital Managment, LLC | 28,082 | $3.60M | 0.50% | +3,174+12.7% | Added |
| Evergreen Capital Management LLC | 28,090 | $3.60M | 0.09% | +4,794+20.6% | Added |
| Woodmont Investment Counsel LLC | 28,209 | $3.62M | 0.24% | −6,559−18.9% | Reduced |
| Penobscot Investment Management Company, Inc. | 28,317 | $3.63M | 0.28% | +2,550+9.9% | Added |
| Capital Insight Partners, LLC | 28,348 | $3.64M | 0.60% | −91−0.3% | Reduced |
| Acadian Asset Management LLC | 28,533 | $3.66M | 0.01% | +233+0.8% | Added |
| NBT Bank N A | 28,689 | $3.67M | 0.24% | −30−0.1% | Reduced |
| Oxbow Advisors, LLC | 28,840 | $3.70M | 0.34% | +221+0.8% | Added |
| Haverford Trust Co | 28,874 | $3.70M | 0.03% | −8,364−22.5% | Reduced |
| TD Waterhouse Canada Inc. | 28,316 | $3.73M | 0.02% | −419−1.5% | Reduced |
| Atlantic Union Bankshares Corp | 29,113 | $3.73M | 0.07% | +556+1.9% | Added |
| Csenge Advisory Group | 29,246 | $3.75M | 0.18% | +10,838+58.9% | Added |
| Prentiss Smith & Co Inc | 29,264 | $3.75M | 2.12% | −70−0.2% | Reduced |
| Moors & Cabot, Inc. | 29,292 | $3.76M | 0.16% | −1,770−5.7% | Reduced |
| Fort Washington Investment Advisors Inc | 29,528 | $3.79M | 0.02% | −647−2.1% | Reduced |
| Northside Capital Management, LLC | 29,543 | $3.79M | 0.35% | +253+0.9% | Added |
| MAI Capital Management | 29,788 | $3.82M | 0.02% | +5,295+21.6% | Added |
| Banco Santander, S.A. | 30,286 | $3.88M | 0.03% | −32,075−51.4% | Reduced |
| Great Lakes Advisors, LLC | 30,533 | $3.92M | 0.03% | +1,344+4.6% | Added |
| Chesley Taft & Associates LLC | 30,830 | $3.95M | 0.17% | −367−1.2% | Reduced |
| Northeast Investment Management | 30,970 | $3.97M | 0.16% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 30,974 | $3.97M | 0.69% | +845+2.8% | Added |
| Merit Financial Group, LLC | 31,145 | $3.99M | 0.04% | +625+2.0% | Added |
| Greenup Street Wealth Management LLC | 31,232 | $4.01M | 0.62% | −10,775−25.7% | Reduced |
| Arkadios Wealth Advisors | 31,654 | $4.06M | 0.10% | +6,025+23.5% | Added |
| Two Sigma Investments, LP | 31,728 | $4.07M | 0.01% | −302,771−90.5% | Reduced |
| Advisory Services Network, LLC | 31,852 | $4.08M | 0.06% | −250−0.8% | Reduced |
| Quartz Partners, LLC | 32,412 | $4.16M | 1.51% | +7,330+29.2% | Added |
| Fifth Third Bancorp | 32,559 | $4.18M | 0.01% | +7,720+31.1% | Added |
| Pekin Hardy Strauss, Inc. | 32,566 | $4.18M | 0.42% | −925−2.8% | Reduced |
| Cornerstone Wealth Group, LLC | 32,796 | $4.21M | 0.28% | +185+0.6% | Added |
| Daymark Wealth Partners, LLC | 33,060 | $4.24M | 0.14% | −247−0.7% | Reduced |
| WealthTrust Axiom LLC | 33,159 | $4.25M | 1.14% | +509+1.6% | Added |
| Voya Investment Management LLC | 33,285 | $4.27M | 0.00% | −9,940−23.0% | Reduced |
| Auto-Owners Insurance Co | 33,570 | $4.31M | 0.11% | −11,573−25.6% | Reduced |
| Baldwin Brothers Inc | 33,850 | $4.34M | 0.28% | −3,794−10.1% | Reduced |
| CAPROCK Group, Inc. | 34,496 | $4.37M | 0.11% | +34,496 | New |
| Azzad Asset Management Inc | 34,293 | $4.40M | 0.43% | +494+1.5% | Added |
| First Pacific Financial | 34,313 | $4.40M | 0.61% | +8,258+31.7% | Added |
| Ashton Thomas Securities, LLC | 34,439 | $4.42M | 0.62% | +34,439 | New |
| RSM US Wealth Management LLC | 34,571 | $4.43M | 0.06% | +5,493+18.9% | Added |
| Timber Creek Capital Management LLC | 34,627 | $4.44M | 1.07% | −158−0.5% | Reduced |
| Tudor Investment Corp Et Al | 35,000 | $4.49M | 0.03% | +35,000 | New |
| Dearborn Partners LLC | 35,160 | $4.51M | 0.21% | −50−0.1% | Reduced |
| Greenfield Seitz Capital Management, LLC | 35,453 | $4.55M | 1.47% | −7,914−18.2% | Reduced |
| Principal Securities, Inc. | 35,771 | $4.59M | 0.08% | −913−2.5% | Reduced |
| Factory Mutual Insurance Co | 35,796 | $4.59M | 0.04% | +35,796 | New |
| Oppenheimer & Co Inc | 36,844 | $4.72M | 0.06% | −1,151−3.0% | Reduced |
| Sphera Funds Management Ltd. | 37,000 | $4.74M | 1.13% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 37,070 | $4.75M | 0.07% | −293−0.8% | Reduced |
| Rhumbline Advisers | 37,164 | $4.77M | 0.00% | −1,789−4.6% | Reduced |
| Vident Advisory, LLC | 37,474 | $4.81M | 0.05% | +4,316+13.0% | Added |
| Ieq Capital, LLC | 37,868 | $4.86M | 0.01% | +18,476+95.3% | Added |
| Farmers & Merchants Investments Inc | 38,425 | $4.93M | 0.14% | −466−1.2% | Reduced |
| Hayek Kallen Investment Management | 38,865 | $4.98M | 1.57% | −25−0.1% | Reduced |
| National Bank of Canada | 39,369 | $5.05M | 0.01% | −31,835−44.7% | Reduced |
| Arlington Partners LLC | 39,628 | $5.08M | 1.76% | +723+1.9% | Added |
| Argent Trust Co | 40,042 | $5.13M | 0.18% | +1,147+2.9% | Added |
| Carret Asset Management, LLC | 40,260 | $5.16M | 0.50% | +179+0.4% | Added |
| Hamel Associates, Inc. | 40,585 | $5.20M | 1.60% | −170−0.4% | Reduced |
| Hantz Financial Services, Inc. | 40,980 | $5.25M | 0.08% | +14,342+53.8% | Added |
| Private Advisor Group, LLC | 41,400 | $5.31M | 0.03% | +260+0.6% | Added |
| Sequoia Financial Advisors, LLC | 41,795 | $5.36M | 0.03% | +3,832+10.1% | Added |
| Perennial Advisors, LLC | 41,937 | $5.38M | 0.93% | −80.0% | Reduced |
| Davenport & Co LLC | 42,036 | $5.39M | 0.03% | +8,353+24.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 42,122 | $5.40M | 0.02% | +13,758+48.5% | Added |
| Brinker Capital Investments, LLC | 42,790 | $5.49M | 0.04% | +3,321+8.4% | Added |
| RMB Capital Management, LLC | 42,848 | $5.49M | 0.10% | −17,374−28.8% | Reduced |
| Lido Advisors, LLC | 43,096 | $5.53M | 0.02% | +13,095+43.6% | Added |
| Naviter Wealth, LLC | 43,531 | $5.58M | 0.65% | +1,448+3.4% | Added |
| Henry James International Management, Inc. | 43,599 | $5.59M | 1.71% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 44,495 | $5.71M | 0.12% | +1,738+4.1% | Added |