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; 1,626 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 | 1,626 | $21.3B |
| Q1 2026 | 1,605 | $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 |
|---|---|---|---|---|---|
| Coston, McIsaac & Partners | 170 | $21.0K | 0.01% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 165 | $21.2K | 0.02% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 165 | $21.2K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 165 | $21.2K | 0.01% | +165 | New |
| Archer Investment Corp | 173 | $22.2K | 0.01% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 173 | $22.2K | 0.10% | −200−53.6% | Reduced |
| First United Bank Trust | 175 | $22.4K | 0.01% | −25−12.5% | Reduced |
| Seneschal Advisors, LLC | 178 | $22.8K | 0.02% | +178 | New |
| Consultiva Wealth Management, Corp. | 180 | $23.1K | 0.06% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 181 | $23.2K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 186 | $23.9K | 0.00% | −160−46.2% | Reduced |
| Boyd Watterson Asset Management LLC | 193 | $24.8K | 0.01% | −44−18.6% | Reduced |
| Smallwood Wealth Investment Management, LLC | 200 | $25.6K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 200 | $25.6K | 0.02% | 00.0% | Unchanged |
| Close Asset Management Ltd | 200 | $26.0K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 207 | $26.5K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 207 | $26.5K | 0.01% | 00.0% | Unchanged |
| WFA Asset Management Corp | 233 | $26.8K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 210 | $26.9K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 210 | $26.9K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 215 | $27.6K | 0.02% | 00.0% | Unchanged |
| Adirondack Trust Co | 220 | $28.2K | 0.01% | −8−3.5% | Reduced |
| Nexus Investment Management ULC | 220 | $28.2K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 225 | $28.9K | 0.00% | −150−40.0% | Reduced |
| Medallion Wealth Advisors, LLC | 228 | $29.2K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 232 | $29.8K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 233 | $30.0K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 245 | $31.4K | 0.01% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 245 | $31.4K | 0.00% | +245 | New |
| Resources Management Corp | 250 | $32.0K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 250 | $32.1K | 0.02% | 00.0% | Unchanged |
| Bank of New Hampshire | 255 | $32.7K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 258 | $33.1K | 0.01% | −32−11.0% | Reduced |
| Measured Wealth Private Client Group, LLC | 259 | $33.2K | 0.01% | +259 | New |
| MCF Advisors LLC | 264 | $33.9K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 267 | $34.2K | 0.02% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 281 | $34.7K | 0.00% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 271 | $34.8K | 0.02% | +76+39.0% | Added |
| Retirement Wealth Solutions LLC | 277 | $35.5K | 0.02% | +42+17.9% | Added |
| Alerus Financial NA | 281 | $36.0K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 281 | $36.0K | 0.00% | +30+12.0% | Added |
| VSM Wealth Advisory, LLC | 292 | $37.4K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 292 | $37.4K | 0.02% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 296 | $38.0K | 0.01% | +24+8.8% | Added |
| Trust Co | 300 | $38.5K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 300 | $38.5K | 0.02% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 300 | $38.5K | 0.01% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 324 | $41.5K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 328 | $42.1K | 0.00% | +5+1.5% | Added |
| SOA Wealth Advisors, LLC. | 334 | $42.8K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 337 | $43.2K | 0.00% | −95−22.0% | Reduced |
| Country Trust Bank | 342 | $43.9K | 0.00% | +110+47.4% | Added |
| ZRC Wealth Management, LLC | 350 | $44.9K | 0.02% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 352 | $45.1K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 354 | $45.4K | 0.01% | −122−25.6% | Reduced |
| Belvedere Trading LLC | 363 | $46.6K | 0.00% | −1−0.3% | Reduced |
| Vermillion Wealth Management, Inc. | 365 | $46.8K | 0.01% | 00.0% | Unchanged |
| Toronto Dominion Bank | 375 | $47.0K | 0.00% | +55+17.2% | Added |
| Broadwater Capital Management LLC | 370 | $47.4K | 0.03% | −44,404−99.2% | Reduced |
| McIlrath & Eck, LLC | 375 | $48.1K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 392 | $50.3K | 0.00% | −206−34.4% | Reduced |
| Fourth Dimension Wealth, LLC | 400 | $51.3K | 0.02% | 00.0% | Unchanged |
| Maseco LLP | 423 | $54.2K | 0.00% | +125+41.9% | Added |
| Prestige Wealth Management Group LLC | 425 | $54.5K | 0.01% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 441 | $56.6K | 0.05% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 447 | $57.3K | 0.01% | +9+2.1% | Added |
| Creative Financial Designs Inc | 449 | $57.6K | 0.00% | −38−7.8% | Reduced |
| United Financial Planning Group LLC | 450 | $57.7K | 0.04% | +450 | New |
| Missouri Trust & Investment Co | 459 | $58.9K | 0.02% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 462 | $59.2K | 0.04% | +93+25.2% | Added |
| Crowley Wealth Management, Inc. | 464 | $59.5K | 0.05% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 470 | $60.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 457 | $60.5K | 0.01% | +433+1,804.2% | Added |
| LOM Asset Management Ltd | 475 | $61.0K | 0.02% | +475 | New |
| Westside Investment Management, Inc. | 484 | $63.8K | 0.01% | +242+100.0% | Added |
| True Wealth Design, LLC | 498 | $63.9K | 0.02% | +362+266.2% | Added |
| Centennial Bank | 500 | $64.1K | 0.03% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 500 | $64.1K | 0.01% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 505 | $64.7K | 0.04% | 00.0% | Unchanged |
| Pflug Koory, LLC | 525 | $67.3K | 0.03% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 525 | $67.3K | 0.06% | 00.0% | Unchanged |
| Optimum Investment Advisors | 530 | $68.0K | 0.03% | 00.0% | Unchanged |
| Orion Capital Management LLC | 533 | $68.4K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 533 | $68.4K | 0.00% | −115−17.7% | Reduced |
| Richardson Capital Management LLC | 535 | $68.6K | 0.03% | +535 | New |
| Financial Management Professionals, Inc. | 536 | $68.7K | 0.01% | +23+4.5% | Added |
| Hilltop National Bank | 538 | $69.0K | 0.02% | 00.0% | Unchanged |
| First PREMIER Bank | 543 | $70.0K | 0.02% | +43+8.6% | Added |
| Accredited Wealth Management, LLC | 50 | $70.5K | 0.06% | −500−90.9% | Reduced |
| Duncker Streett & Co Inc | 552 | $70.8K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 560 | $71.8K | 0.01% | −1,250−69.1% | Reduced |
| Barclays PLC | 563 | $72.2K | 0.00% | −498−46.9% | Reduced |
| Wall Street Access Asset Management, LLC | 584 | $74.9K | 0.02% | +584 | New |
| First Financial Corp | 599 | $76.8K | 0.03% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 603 | $77.2K | 0.02% | +603 | New |
| Richardson Financial Services Inc. | 607 | $77.8K | 0.05% | +160+35.8% | Added |
| Tripletail Wealth Management, LLC | 590 | $78.0K | 0.09% | +590 | New |
| Compagnie Lombard Odier SCmA | 612 | $78.5K | 0.00% | +612 | New |
| IMA Wealth, Inc. | 640 | $82.1K | 0.01% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 650 | $83.4K | 0.06% | 00.0% | Unchanged |