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 |
|---|---|---|---|---|---|
| AQR Capital Management LLC | 135,959 | $17.4M | 0.01% | +62,447+84.9% | Added |
| Coleford Investment Management Ltd. | 136,050 | $17.4M | 4.19% | −2,700−1.9% | Reduced |
| Mercer Global Advisors Inc | 136,371 | $17.5M | 0.03% | +1,465+1.1% | Added |
| First Fiduciary Investment Counsel, Inc. | 136,470 | $17.5M | 3.41% | −353−0.3% | Reduced |
| HRT Financial LP | 138,859 | $17.8M | 0.07% | +100,879+265.6% | Added |
| ProVise Management Group, LLC | 140,374 | $18.0M | 1.33% | +3,907+2.9% | Added |
| M&T Bank Corp | 152,462 | $19.6M | 0.07% | −6,216−3.9% | Reduced |
| Captrust Financial Advisors | 154,149 | $19.8M | 0.04% | +2,884+1.9% | Added |
| CIBC World Markets Inc. | 154,547 | $19.8M | 0.04% | −4,451−2.8% | Reduced |
| Oak Associates, Ltd | 155,859 | $20.0M | 1.22% | −2,021−1.3% | Reduced |
| Douglas Lane & Associates, LLC | 156,448 | $20.1M | 0.28% | −8,823−5.3% | Reduced |
| Optiver Holding B.V. | 160,088 | $20.5M | 0.33% | −355,085−68.9% | Reduced |
| Kovitz Investment Group Partners, LLC | 161,147 | $20.7M | 0.08% | +9,081+6.0% | Added |
| Grandfield & Dodd, LLC | 162,818 | $20.9M | 1.18% | +511+0.3% | Added |
| Foresight Global Investors, Inc. | 171,683 | $22.0M | 13.07% | +6,759+4.1% | Added |
| Commonwealth Equity Services, LLC | 178,522 | $22.9M | 0.03% | −20,891−10.5% | Reduced |
| Invesco Ltd. | 179,039 | $23.0M | 0.00% | −20,919−10.5% | Reduced |
| Cetera Investment Advisers | 179,827 | $23.1M | 0.03% | +32,566+22.1% | Added |
| Jones Financial Companies LLLP | 185,573 | $23.1M | 0.02% | +12,457+7.2% | Added |
| BNP Paribas Arbitrage, SA | 184,244 | $23.6M | 0.02% | +182,663+11,553.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 180,188 | $23.7M | 0.04% | +33,655+23.0% | Added |
| Brown Advisory Inc | 188,953 | $24.2M | 0.03% | −1,168−0.6% | Reduced |
| Qube Research & Technologies Ltd | 189,467 | $24.3M | 0.03% | +189,467 | New |
| Godsey & Gibb Associates | 193,262 | $24.8M | 2.19% | −3,025−1.5% | Reduced |
| Managed Asset Portfolios, LLC | 198,702 | $25.5M | 3.15% | +1,662+0.8% | Added |
| Integral Health Asset Management, LLC | 200,000 | $25.6M | 1.87% | 00.0% | Unchanged |
| Promethos Capital, LLC | 207,180 | $26.5M | 7.12% | +9,595+4.9% | Added |
| Adage Capital Partners GP, L.L.C. | 210,188 | $27.0M | 0.04% | +195,707+1,351.5% | Added |
| The PNC Financial Services Group, Inc. | 212,784 | $27.3M | 0.02% | +3,967+1.9% | Added |
| MML Investors Services, LLC | 216,969 | $27.8M | 0.07% | +25,808+13.5% | Added |
| Martin Investment Management, LLC | 217,743 | $27.9M | 7.10% | −1,515−0.7% | Reduced |
| First Financial Bankshares Inc | 222,237 | $28.5M | 0.59% | +339+0.2% | Added |
| Oppenheimer Asset Management Inc. | 222,892 | $28.6M | 0.31% | +13,370+6.4% | Added |
| D.A. Davidson & Co. | 224,547 | $28.8M | 0.18% | −106,074−32.1% | Reduced |
| Advisor Group Holdings, Inc. | 231,907 | $29.5M | 0.04% | +50,430+27.8% | Added |
| Citigroup Inc | 231,287 | $29.7M | 0.02% | +17,266+8.1% | Added |
| Mariner, LLC | 234,890 | $30.1M | 0.04% | +7,519+3.3% | Added |
| Brandes Investment Partners, LP | 247,875 | $31.8M | 0.25% | +8,593+3.6% | Added |
| Midwest Trust Co | 252,352 | $32.4M | 0.42% | −14,541−5.4% | Reduced |
| Quantinno Capital Management LP | 252,646 | $32.4M | 0.09% | +53,897+27.1% | Added |
| HighTower Advisors, LLC | 253,203 | $32.5M | 0.04% | +10,543+4.3% | Added |
| US Bancorp | 254,257 | $32.6M | 0.04% | +31,197+14.0% | Added |
| Stifel Financial Corp | 256,752 | $32.9M | 0.03% | +13,407+5.5% | Added |
| Charles Schwab Investment Management Inc | 260,827 | $33.4M | 0.01% | +38,197+17.2% | Added |
| Cookson Peirce & Co Inc | 272,169 | $34.9M | 1.43% | +4,634+1.7% | Added |
| Teachers Retirement System of the State of Kentucky | 274,950 | $35.3M | 0.27% | +21,100+8.3% | Added |
| O'Shaughnessy Asset Management, LLC | 285,805 | $36.7M | 0.22% | +20,820+7.9% | Added |
| Toroso Investments, LLC | 301,436 | $38.7M | 0.16% | +292,595+3,309.5% | Added |
| Bank of New York Mellon Corp | 312,368 | $40.1M | 0.01% | −3,992−1.3% | Reduced |
| Janney Montgomery Scott LLC | 313,282 | $40.2M | 0.10% | +2,893+0.9% | Added |
| Saturna Capital CORP | 315,301 | $40.4M | 0.52% | −575−0.2% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 331,032 | $42.5M | 0.12% | −21,663−6.1% | Reduced |
| Cerity Partners LLC | 332,682 | $42.7M | 0.07% | −6,073−1.8% | Reduced |
| Assetmark, Inc | 358,151 | $45.9M | 0.10% | +38,243+12.0% | Added |
| TCTC Holdings, LLC | 391,436 | $50.2M | 1.49% | −200−0.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 399,158 | $51.2M | 0.16% | −3,202−0.8% | Reduced |
| Creative Planning | 423,818 | $54.4M | 0.04% | +25,560+6.4% | Added |
| Todd Asset Management LLC | 439,879 | $56.4M | 1.14% | +23,978+5.8% | Added |
| Van Eck Associates Corp | 444,658 | $57.0M | 0.05% | +45,173+11.3% | Added |
| First Trust Advisors LP | 455,003 | $58.3M | 0.04% | +35,969+8.6% | Added |
| CI Private Wealth, LLC | 458,540 | $58.8M | 0.09% | +5,717+1.3% | Added |
| NewEdge Wealth, LLC | 486,464 | $61.1M | 0.88% | +20,548+4.4% | Added |
| Harvest Portfolios Group Inc. | 485,330 | $62.2M | 1.15% | −7,238−1.5% | Reduced |
| CIBC Private Wealth Group, LLC | 495,791 | $63.6M | 0.11% | +18,447+3.9% | Added |
| SEI Investments Co | 520,091 | $66.7M | 0.07% | +8,344+1.6% | Added |
| JPMorgan Chase & Co | 537,543 | $68.9M | 0.00% | +82,226+18.1% | Added |
| LPL Financial LLC | 551,535 | $70.7M | 0.02% | +91,442+19.9% | Added |
| Royal Bank of Canada | 551,927 | $70.8M | 0.01% | +48,128+9.6% | Added |
| American Century Companies Inc | 561,064 | $72.0M | 0.04% | −27,297−4.6% | Reduced |
| Bristol John W & Co Inc | 581,723 | $74.6M | 1.18% | −10,558−1.8% | Reduced |
| Ameriprise Financial Inc | 584,653 | $75.0M | 0.02% | −46,478−7.4% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 606,780 | $77.8M | 3.67% | +265,861+78.0% | Added |
| Harding Loevner LP | 629,958 | $80.8M | 0.59% | +316,431+100.9% | Added |
| Clark Capital Management Group, Inc. | 700,858 | $89.9M | 0.56% | −130,112−15.7% | Reduced |
| Truist Financial Corp | 832,614 | $106.8M | 0.14% | +34,147+4.3% | Added |
| Earnest Partners LLC | 840,026 | $107.7M | 0.47% | −10,181−1.2% | Reduced |
| Balyasny Asset Management LLC | 863,633 | $110.8M | 0.22% | −13,323−1.5% | Reduced |
| Natixis Advisors, L.P. | 900,018 | $115.4M | 0.17% | +39,020+4.5% | Added |
| Bank of Montreal | 1,045,191 | $134.0M | 0.06% | +480,201+85.0% | Added |
| Chevy Chase Trust Holdings, Inc. | 1,136,250 | $145.7M | 0.40% | +924+0.1% | Added |
| Marshall Wace, LLP | 1,168,757 | $149.9M | 0.16% | −263,057−18.4% | Reduced |
| Scharf Investments, LLC | 1,210,948 | $155.3M | 3.90% | −51,496−4.1% | Reduced |
| Wellington Management Group LLP | 1,404,088 | $180.1M | 0.03% | −1,098,307−43.9% | Reduced |
| State Street Corp | 1,500,374 | $194.6M | 0.01% | −97,456−6.1% | Reduced |
| FMR LLC | 1,599,737 | $205.2M | 0.01% | +58,774+3.8% | Added |
| UBS Group AG | 1,602,133 | $205.5M | 0.04% | +245,307+18.1% | Added |
| Raymond James Financial Inc | 1,648,174 | $211.4M | 0.07% | +720,860+77.7% | Added |
| Envestnet Asset Management Inc | 1,819,260 | $233.3M | 0.07% | +82,369+4.7% | Added |
| Wells Fargo & Company | 1,829,844 | $234.7M | 0.05% | −33,424−1.8% | Reduced |
| Renaissance Technologies LLC | 1,877,831 | $240.8M | 0.32% | −420,320−18.3% | Reduced |
| Janus Henderson Group PLC | 2,068,726 | $265.3M | 0.12% | −110,096−5.1% | Reduced |
| Cullen Capital Management LLC | 2,070,377 | $265.5M | 2.90% | −26,475−1.3% | Reduced |
| Principal Financial Group Inc | 2,088,540 | $267.8M | 0.14% | −203,340−8.9% | Reduced |
| GQG Partners LLC | 2,262,867 | $290.2M | 0.45% | +2,200,332+3,518.6% | Added |
| Northern Trust Corp | 2,371,389 | $304.1M | 0.04% | +168,573+7.7% | Added |
| BlackRock, Inc. | 2,530,206 | $324.5M | 0.01% | +209,051+9.0% | Added |
| Goldman Sachs Group Inc | 2,949,647 | $378.3M | 0.05% | +407,775+16.0% | Added |
| Franklin Resources Inc | 4,059,319 | $520.6M | 0.13% | −180,107−4.2% | Reduced |
| Bank of America Corp | 4,605,878 | $590.7M | 0.04% | +78,390+1.7% | Added |
| Loomis Sayles & Co L P | 5,664,911 | $726.5M | 0.86% | +83,335+1.5% | Added |