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 |
|---|---|---|---|---|---|
| First Manhattan Co | 44,923 | $5.76M | 0.02% | −925−2.0% | Reduced |
| Glenmede Investment Management, LP | 45,234 | $5.80M | 0.03% | +18,897+71.8% | Added |
| Sofos Investments, Inc. | 45,481 | $5.83M | 1.15% | +45,481 | New |
| Fred Alger Management, LLC | 45,590 | $5.85M | 0.02% | +6,078+15.4% | Added |
| Trust Co of Vermont | 45,739 | $5.87M | 0.26% | −819−1.8% | Reduced |
| Signaturefd, LLC | 46,107 | $5.91M | 0.09% | +1,389+3.1% | Added |
| Rathbone Brothers plc | 46,249 | $5.93M | 0.02% | −2,350−4.8% | Reduced |
| Monte Financial Group, LLC | 46,583 | $5.97M | 2.20% | −5,879−11.2% | Reduced |
| Simplex Trading, LLC | 46,811 | $6.00M | 0.13% | +23,108+97.5% | Added |
| Scotia Capital Inc. | 47,053 | $6.03M | 0.03% | +2,152+4.8% | Added |
| Great Valley Advisor Group, Inc. | 47,270 | $6.06M | 0.12% | −4,752−9.1% | Reduced |
| Smithbridge Asset Management Inc | 48,515 | $6.22M | 0.90% | −90.0% | Reduced |
| Brown Brothers Harriman & Co | 48,940 | $6.28M | 0.04% | −1,237−2.5% | Reduced |
| Pittenger & Anderson Inc | 49,020 | $6.29M | 0.23% | 00.0% | Unchanged |
| Cardinal Capital Management | 49,561 | $6.36M | 0.88% | +548+1.1% | Added |
| Wetherby Asset Management Inc | 49,685 | $6.37M | 0.26% | −279−0.6% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 49,796 | $6.39M | 2.10% | −2,905−5.5% | Reduced |
| Catalyst Capital Advisors LLC | 49,892 | $6.40M | 0.13% | +2,300+4.8% | Added |
| Country Club Bank | 51,697 | $6.42M | 0.38% | −8,402−14.0% | Reduced |
| Glassy Mountain Advisors, Inc. | 50,500 | $6.48M | 1.95% | −937−1.8% | Reduced |
| Keybank National Association | 50,525 | $6.48M | 0.02% | +1,148+2.3% | Added |
| Federated Hermes, Inc. | 51,422 | $6.59M | 0.01% | −48,181−48.4% | Reduced |
| Narwhal Capital Management | 51,925 | $6.66M | 0.49% | +1,165+2.3% | Added |
| Jarislowsky, Fraser Ltd | 52,037 | $6.67M | 0.04% | −1,410−2.6% | Reduced |
| Bleakley Financial Group, LLC | 52,133 | $6.69M | 0.16% | −34−0.1% | Reduced |
| Logan Capital Management Inc | 52,305 | $6.71M | 0.28% | +5,645+12.1% | Added |
| Steward Partners Investment Advisory, LLC | 52,474 | $6.73M | 0.04% | +5,275+11.2% | Added |
| Advisors Capital Management, LLC | 52,733 | $6.76M | 0.08% | +2,383+4.7% | Added |
| Park Avenue Securities LLC | 52,892 | $6.78M | 0.05% | −2,427−4.4% | Reduced |
| Deutsche Bank AG | 52,968 | $6.79M | 0.00% | +2,301+4.5% | Added |
| Boston Partners | 54,543 | $7.01M | 0.01% | +1,813+3.4% | Added |
| Colony Group, LLC | 55,944 | $7.17M | 0.01% | +4,307+8.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 56,101 | $7.19M | 0.02% | +3,239+6.1% | Added |
| Pinnacle Associates Ltd | 57,815 | $7.41M | 0.10% | −260−0.4% | Reduced |
| Fiduciary Trust Co | 57,833 | $7.42M | 0.08% | −162−0.3% | Reduced |
| Atria Investments LLC | 58,465 | $7.50M | 0.09% | +5,179+9.7% | Added |
| Quadrant Capital Group LLC | 59,694 | $7.66M | 0.25% | +2,262+3.9% | Added |
| Welch & Forbes LLC | 61,146 | $7.84M | 0.09% | −663−1.1% | Reduced |
| Beacon Pointe Advisors, LLC | 63,781 | $8.18M | 0.07% | +2,676+4.4% | Added |
| Mengis Capital Management, Inc. | 63,998 | $8.21M | 1.61% | −485−0.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 64,498 | $8.27M | 0.01% | −2,046−3.1% | Reduced |
| Geneos Wealth Management Inc. | 64,760 | $8.30M | 0.21% | +14,032+27.7% | Added |
| Blair William & Co | 65,726 | $8.43M | 0.02% | −381−0.6% | Reduced |
| Empowered Funds, LLC | 67,377 | $8.64M | 0.09% | +2,542+3.9% | Added |
| Kestra Advisory Services, LLC | 69,390 | $8.90M | 0.04% | +39,678+133.5% | Added |
| Baird Financial Group, Inc. | 69,492 | $8.91M | 0.01% | +430+0.6% | Added |
| Camden National Bank | 70,622 | $9.06M | 1.27% | −435−0.6% | Reduced |
| Russell Investments Group, Ltd. | 72,604 | $9.31M | 0.01% | +49,711+217.1% | Added |
| GWM Advisors LLC | 72,639 | $9.32M | 0.04% | +4,356+6.4% | Added |
| Tower Bridge Advisors | 73,338 | $9.40M | 0.94% | −1,006−1.4% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 73,979 | $9.49M | 2.40% | −1,862−2.5% | Reduced |
| Alliancebernstein L.P. | 74,082 | $9.50M | 0.00% | +2,110+2.9% | Added |
| Altrius Capital Management Inc | 74,429 | $9.54M | 2.18% | −4,480−5.7% | Reduced |
| Victory Capital Management Inc | 75,464 | $9.68M | 0.01% | −2,640−3.4% | Reduced |
| Clifford Swan Investment Counsel LLC | 75,602 | $9.70M | 0.32% | −818−1.1% | Reduced |
| Tweedy, Browne Co LLC | 76,054 | $9.75M | 0.85% | −1,215−1.6% | Reduced |
| Cohen Capital Management, Inc. | 76,613 | $9.82M | 1.53% | −650−0.8% | Reduced |
| Gabelli Funds LLC | 76,900 | $9.86M | 0.07% | −2,500−3.1% | Reduced |
| Live Oak Private Wealth LLC | 77,080 | $9.88M | 1.38% | +465+0.6% | Added |
| United Capital Financial Advisers, LLC | 80,960 | $10.4M | 0.07% | +4,508+5.9% | Added |
| Reynders McVeigh Capital Management, LLC | 81,871 | $10.5M | 0.49% | +8,214+11.2% | Added |
| Investment House LLC | 82,017 | $10.5M | 0.50% | +200+0.2% | Added |
| Bartlett & Co. Wealth Management LLC | 84,707 | $10.9M | 0.14% | −1,116−1.3% | Reduced |
| Lockheed Martin Investment Management Co | 85,200 | $10.9M | 0.40% | +11,500+15.6% | Added |
| Zevin Asset Management LLC | 87,207 | $11.2M | 1.63% | −12,129−12.2% | Reduced |
| Bahl & Gaynor Inc | 87,431 | $11.2M | 0.06% | −4,208−4.6% | Reduced |
| Callan Family Office, LLC | 87,975 | $11.3M | 0.36% | +927+1.1% | Added |
| Matthew Goff Investment Advisor, LLC | 88,277 | $11.3M | 1.93% | −482−0.5% | Reduced |
| Manning & Napier Advisors LLC | 88,478 | $11.3M | 0.14% | −7,437−7.8% | Reduced |
| Osterweis Capital Management Inc | – | $11.4M | 0.51% | – | – |
| Euro Pacific Asset Management, LLC | 91,767 | $11.4M | 1.38% | −1,291−1.4% | Reduced |
| CWM, LLC | 89,476 | $11.5M | 0.03% | +6,817+8.2% | Added |
| Manufacturers Life Insurance Company, The | 89,840 | $11.5M | 0.01% | −752−0.8% | Reduced |
| Eldred Rock Partners, LLC | 90,753 | $11.6M | 2.90% | +9,871+12.2% | Added |
| Ethic Inc. | 90,855 | $11.7M | 0.19% | +9,507+11.7% | Added |
| Sanctuary Advisors, LLC | 91,723 | $11.8M | 0.07% | +13,155+16.7% | Added |
| American Assets Investment Management, LLC | 93,610 | $12.0M | 0.88% | 00.0% | Unchanged |
| Fiera Capital Corp | 93,934 | $12.0M | 0.04% | +50,263+115.1% | Added |
| Allworth Financial LP | 95,597 | $12.3M | 0.05% | −261−0.3% | Reduced |
| Exencial Wealth Advisors, LLC | 95,924 | $12.3M | 0.40% | −2,492−2.5% | Reduced |
| Massachusetts Financial Services Co | 99,385 | $12.7M | 0.00% | +24,897+33.4% | Added |
| Ritholtz Wealth Management | 101,506 | $13.0M | 0.25% | +841+0.8% | Added |
| Rockefeller Capital Management L.P. | 102,679 | $13.2M | 0.03% | +4,936+5.0% | Added |
| New York State Common Retirement Fund | 106,298 | $13.6M | 0.02% | +3,753+3.7% | Added |
| Jane Street Group, LLC | 106,302 | $13.6M | 0.02% | +58,237+121.2% | Added |
| Pathstone Holdings, LLC | 107,084 | $13.7M | 0.05% | +4,060+3.9% | Added |
| Cresset Asset Management, LLC | 108,372 | $13.9M | 0.06% | +3,420+3.3% | Added |
| Allspring Global Investments Holdings, LLC | 105,701 | $13.9M | 0.02% | −4,419−4.0% | Reduced |
| Edgemoor Investment Advisors, Inc. | 109,040 | $14.0M | 1.08% | −1,699−1.5% | Reduced |
| Tocqueville Asset Management L.P. | 115,902 | $14.9M | 0.22% | −412−0.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 116,717 | $15.1M | 0.10% | +10,081+9.5% | Added |
| Capital Wealth Planning, LLC | 118,905 | $15.2M | 0.11% | +28,520+31.6% | Added |
| Neuberger Berman Group LLC | 121,739 | $15.6M | 0.01% | +6,440+5.6% | Added |
| Boston Common Asset Management, LLC | 124,236 | $15.9M | 0.45% | −14,347−10.4% | Reduced |
| QRG Capital Management, Inc. | 125,534 | $16.1M | 0.20% | −66,101−34.5% | Reduced |
| Ingalls & Snyder LLC | 131,857 | $16.9M | 0.56% | −160−0.1% | Reduced |
| JustInvest LLC | 132,536 | $17.0M | 0.17% | +6,924+5.5% | Added |
| Parkwood LLC | 132,966 | $17.1M | 1.66% | −94,334−41.5% | Reduced |
| GW Henssler & Associates Ltd | 133,468 | $17.1M | 0.86% | −1,938−1.4% | Reduced |
| Wilkins Investment Counsel Inc | 133,977 | $17.2M | 2.43% | −5,443−3.9% | Reduced |