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 |
|---|---|---|---|---|---|
| Fisher Asset Management, LLC | 7,239,366 | $928.4M | 0.34% | +117,952+1.7% | Added |
| Morgan Stanley | 7,728,873 | $991.2M | 0.06% | +169,385+2.2% | Added |
| Dimensional Fund Advisors LP | 8,840,686 | $1.13B | 0.24% | −220,209−2.4% | Reduced |
| Primecap Management Co | 9,341,854 | $1.20B | 0.92% | −1,059,580−10.2% | Reduced |
| Dodge & Cox | 10,585,145 | $1.36B | 0.73% | −62,484−0.6% | Reduced |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −746,706−100.0% | Sold out |
| Abc Arbitrage SA | 0 | $0 | 0.00% | −208,708−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −186,051−100.0% | Sold out |
| Legal & General Group Plc | 0 | $0 | 0.00% | −65,156−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −55,038−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −28,619−100.0% | Sold out |
| Whittier Trust Co of Nevada Inc | 0 | $0 | 0.00% | −26,947−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Gluskin Sheff & Assoc Inc | 0 | $0 | 0.00% | −13,075−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −13,023−100.0% | Sold out |
| ICONIQ Capital, LLC | 0 | $0 | 0.00% | −12,135−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −10,537−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −7,392−100.0% | Sold out |
| Henshaw Capital LLC | 0 | $0 | 0.00% | −6,724−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −6,488−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −5,960−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −5,866−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −5,300−100.0% | Sold out |
| Northwest Capital Management Inc | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −4,568−100.0% | Sold out |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −4,278−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| Beck Mack & Oliver LLC | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −3,257−100.0% | Sold out |
| Brady Family Wealth, LLC | 0 | $0 | 0.00% | −2,831−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −2,808−100.0% | Sold out |
| American Trust Investment Advisors, LLC | 0 | $0 | 0.00% | −2,725−100.0% | Sold out |
| Rydar Equities, Inc. | 0 | $0 | 0.00% | −2,630−100.0% | Sold out |
| Portfolio Design Labs, LLC | 0 | $0 | 0.00% | −2,502−100.0% | Sold out |
| OneAscent Financial Services LLC | 0 | $0 | 0.00% | −2,156−100.0% | Sold out |
| Chicago Capital, LLC | 0 | $0 | 0.00% | −2,113−100.0% | Sold out |
| Puzo Michael J | 0 | $0 | 0.00% | −2,035−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −2,027−100.0% | Sold out |
| Proficio Capital Partners LLC | 0 | $0 | 0.00% | −2,021−100.0% | Sold out |
| Davis R M Inc | 0 | $0 | 0.00% | −1,956−100.0% | Sold out |
| Advyzon Investment Management, LLC | 0 | $0 | 0.00% | −1,885−100.0% | Sold out |
| Aspen Grove Capital, LLC | 0 | $0 | 0.00% | −1,857−100.0% | Sold out |
| Mairs & Power Inc | 0 | $0 | 0.00% | −1,795−100.0% | Sold out |
| Delaney Dennis R | 0 | $0 | 0.00% | −1,725−100.0% | Sold out |
| Camden Capital, LLC | 0 | $0 | 0.00% | −1,692−100.0% | Sold out |
| JBGlobal.com LLC | 0 | $0 | 0.00% | −1,689−100.0% | Sold out |
| Keystone Financial Group | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −1,579−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −1,308−100.0% | Sold out |
| Hoese & Co LLP | 0 | $0 | 0.00% | −825−100.0% | Sold out |
| Evolution Wealth Management Inc. | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Sierra Ocean, LLC | 0 | $0 | 0.00% | −676−100.0% | Sold out |
| MorganRosel Wealth Management, LLC | 0 | $0 | 0.00% | −675−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −579−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −530−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −479−100.0% | Sold out |
| Traub Capital Management LLC | 0 | $0 | 0.00% | −469−100.0% | Sold out |
| Garde Capital, Inc. | 0 | $0 | 0.00% | −405−100.0% | Sold out |
| Perkins Coie Trust Co | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −389−100.0% | Sold out |
| Atticus Wealth Management, LLC | 0 | $0 | 0.00% | −383−100.0% | Sold out |
| Investment Management Corp | 0 | $0 | 0.00% | −367−100.0% | Sold out |
| Barrett & Company, Inc. | 0 | $0 | 0.00% | −260−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −255−100.0% | Sold out |
| Raiffeisen Bank International AG | 0 | $0 | 0.00% | −255−100.0% | Sold out |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −245−100.0% | Sold out |
| GFG Capital, LLC | 0 | $0 | 0.00% | −218−100.0% | Sold out |
| Mar Vista Investment Partners LLC | 0 | $0 | 0.00% | −207−100.0% | Sold out |
| S&T Bank | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| Ssa Swiss Advisors AG | 0 | $0 | 0.00% | −158−100.0% | Sold out |
| Silicon Valley Capital Partners | 0 | $0 | 0.00% | −124−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| Wood Tarver Financial Group, LLC | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Mid-American Wealth Advisory Group, Inc. | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Carolina Wealth Advisors, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Kestra Investment Management, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Arlington Trust Co LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Blume Capital Management, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Total Investment Management Inc | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Congress Wealth Management LLC | – | – | – | – | Not filed |
| Financial Gravity Companies, Inc. | – | – | – | – | Not filed |
| Avantax Advisory Services, Inc. | – | – | – | – | Not filed |
| Wambolt & Associates, LLC | – | – | – | – | Not filed |
| Wellington Capital Management, Inc. | – | – | – | – | Not filed |
| Stonebridge Capital Management Inc | – | – | – | – | Not filed |
| First Horizon Advisors, Inc. | – | – | – | – | Not filed |
| EP Wealth Advisors, LLC | – | – | – | – | Not filed |
| Semmax Financial Advisors Inc. | – | – | – | – | Not filed |
| Atria Wealth Solutions, Inc. | – | – | – | – | Not filed |
| Atlas Capital Advisors LLC | – | – | – | – | Not filed |
| Safe Harbor Fiduciary, LLC | – | – | – | – | Not filed |
| Hickory Asset Management, Inc. | – | – | – | – | Not filed |
| Prairie Sky Financial Group LLC | – | – | – | – | Not filed |
| Belmont Capital, LLC | – | – | – | – | Not filed |
| Keudell/Morrison Wealth Management | – | – | – | – | Not filed |
| Graypoint LLC | – | – | – | – | Not filed |
| Wealth Group, Ltd. | – | – | – | – | Not filed |
| Scott Marsh Financial, LLC | – | – | – | – | Not filed |
| Union Savings Bank | – | – | – | – | Not filed |
| Schnieders Capital Management LLC | – | – | – | – | Not filed |