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 |
|---|---|---|---|---|---|
| MTM Investment Management, LLC | 657 | $84.2K | 0.03% | 00.0% | Unchanged |
| Costello Asset Management, INC | 660 | $84.6K | 0.03% | +19+3.0% | Added |
| WealthCollab, LLC | 667 | $85.5K | 0.04% | +30+4.7% | Added |
| Hanson & Doremus Investment Management | 674 | $86.0K | 0.01% | +49+7.8% | Added |
| MeadowBrook Investment Advisors LLC | 700 | $88.0K | 0.08% | 00.0% | Unchanged |
| BFSG, LLC | 695 | $89.1K | 0.01% | +9+1.3% | Added |
| Atlantic Trust, LLC | 696 | $89.3K | 0.02% | −124−15.1% | Reduced |
| 10Elms LLP | 700 | $89.8K | 0.08% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 700 | $89.8K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 710 | $91.0K | 0.01% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 693 | $91.3K | 0.05% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 739 | $94.7K | 0.01% | −3−0.4% | Reduced |
| Grove Bank & Trust | 752 | $96.4K | 0.01% | −266−26.1% | Reduced |
| Smithfield Trust Co | 774 | $99.0K | 0.00% | −250−24.4% | Reduced |
| Crews Bank & Trust | 786 | $100.8K | 0.01% | +41+5.5% | Added |
| Edmond de Rothschild Holding S.A. | 800 | $102.6K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 821 | $105.3K | 0.10% | −80−8.9% | Reduced |
| Crewe Advisors LLC | 822 | $105.4K | 0.01% | +47+6.1% | Added |
| City State Bank | 855 | $109.6K | 0.03% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 872 | $111.8K | 0.03% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 899 | $115.3K | 0.01% | +899 | New |
| Ramirez Asset Management, Inc. | 900 | $115.4K | 0.02% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 925 | $118.6K | 0.02% | 00.0% | Unchanged |
| High Note Wealth, LLC | 974 | $124.9K | 0.03% | −4−0.4% | Reduced |
| Pandora Wealth, Inc. | 977 | $125.3K | 0.08% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 982 | $125.9K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 990 | $127.0K | 0.05% | +984+16,400.0% | Added |
| Dunhill Financial, LLC | 995 | $127.6K | 0.03% | −60−5.7% | Reduced |
| Glen Eagle Advisors, LLC | 1,009 | $129.4K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 1,052 | $134.9K | 0.02% | −50−4.5% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 1,094 | $140.3K | 0.01% | 00.0% | Unchanged |
| North Capital, Inc. | 1,106 | $141.8K | 0.11% | +1+0.1% | Added |
| Strategic Wealth Partners, Ltd. | 1,155 | $148.1K | 0.01% | −253−18.0% | Reduced |
| Evermay Wealth Management LLC | 1,164 | $149.3K | 0.02% | 00.0% | Unchanged |
| Tacita Capital Inc | 1,200 | $153.9K | 0.09% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,212 | $155.4K | 0.00% | −10−0.8% | Reduced |
| GHP Investment Advisors, Inc. | 1,249 | $160.2K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,259 | $161.5K | 0.04% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,285 | $164.8K | 0.00% | −310−19.4% | Reduced |
| Concord Wealth Partners | 1,287 | $165.0K | 0.02% | −309−19.4% | Reduced |
| SJS Investment Consulting Inc. | 1,288 | $165.2K | 0.02% | +1,288 | New |
| United Community Bank | 1,296 | $166.2K | 0.05% | −50−3.7% | Reduced |
| Rosenberg Matthew Hamilton | 1,342 | $172.1K | 0.04% | +35+2.7% | Added |
| North Star Investment Management Corp. | 1,376 | $176.5K | 0.01% | +16+1.2% | Added |
| CoreCap Advisors, LLC | 1,404 | $180.0K | 0.01% | −421−23.1% | Reduced |
| Hills Bank & Trust Co | 1,412 | $181.1K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,420 | $182.1K | 0.01% | +363+34.3% | Added |
| Cascades Capital Asset Management, LLC | 1,425 | $182.7K | 0.08% | −68−4.6% | Reduced |
| Piscataqua Savings Bank | 1,429 | $183.3K | 0.14% | −40−2.7% | Reduced |
| HHM Wealth Advisors, LLC | 1,450 | $185.9K | 0.02% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 1,454 | $186.0K | 0.00% | +1,454 | New |
| Spire Wealth Management | 1,465 | $187.8K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,479 | $189.7K | 0.10% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,537 | $197.1K | 0.00% | +3+0.2% | Added |
| UMA Financial Services, Inc. | 1,542 | $197.7K | 0.03% | +1+0.1% | Added |
| Heritage Wealth Advisors | 1,556 | $199.5K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,578 | $202.4K | 0.05% | 00.0% | Unchanged |
| Berman McAleer LLC | 1,581 | $202.7K | 0.03% | +1,581 | New |
| Avalon Trust Co | 1,590 | $203.9K | 0.01% | +357+29.0% | Added |
| Centurion Wealth Management LLC | 1,600 | $205.2K | 0.05% | +1,600 | New |
| CRA Financial Services, LLC | 1,616 | $207.2K | 0.03% | −261−13.9% | Reduced |
| Madison Asset Management, LLC | 1,619 | $207.6K | 0.00% | +1,619 | New |
| Soltis Investment Advisors LLC | 1,620 | $207.7K | 0.01% | +1,620 | New |
| Westfuller Advisors, LLC | 1,628 | $208.7K | 0.09% | +1,628 | New |
| Old Mission Investment Co LLC | 1,631 | $209.2K | 0.05% | +1,631 | New |
| Harbor Investment Advisory, LLC | 1,635 | $209.7K | 0.02% | −57−3.4% | Reduced |
| Marks Group Wealth Management, Inc | 1,636 | $209.8K | 0.02% | +1,636 | New |
| Benchmark Financial Wealth Advisors, LLC | 1,637 | $209.9K | 0.06% | +1,637 | New |
| Total Clarity Wealth Management, Inc. | 1,638 | $210.1K | 0.06% | −192−10.5% | Reduced |
| Ledyard National Bank | 1,641 | $210.4K | 0.02% | −107−6.1% | Reduced |
| Capital Performance Advisors LLP | 1,645 | $211.0K | 0.03% | +1,645 | New |
| Kovack Advisors, Inc. | 1,650 | $211.7K | 0.02% | −37−2.2% | Reduced |
| Post Resch Tallon Group Inc. | 1,665 | $213.5K | 0.19% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 1,668 | $213.9K | 0.01% | −825−33.1% | Reduced |
| Schnieders Capital Management, LLC. | 1,671 | $214.3K | 0.04% | +1,671 | New |
| MidWestOne Financial Group, Inc. | 1,675 | $214.8K | 0.03% | 00.0% | Unchanged |
| Sapient Capital LLC | 1,734 | $215.2K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 1,681 | $215.6K | 0.15% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 1,684 | $216.0K | 0.01% | 00.0% | Unchanged |
| PFG Advisors | 1,685 | $216.1K | 0.01% | +1,685 | New |
| Tritonpoint Wealth, LLC | 1,690 | $216.7K | 0.02% | +16+1.0% | Added |
| Badgley Phelps Wealth Managers, LLC | 1,695 | $217.4K | 0.00% | +1,695 | New |
| Mattern Wealth Management LLC | 1,709 | $219.2K | 0.04% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 1,695 | $220.3K | 0.05% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 1,718 | $220.3K | 0.01% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 1,726 | $221.3K | 0.02% | 00.0% | Unchanged |
| Summitry LLC | 1,730 | $221.9K | 0.01% | +1,730 | New |
| Verdence Capital Advisors LLC | 1,730 | $223.4K | 0.01% | −13−0.7% | Reduced |
| Fulcrum Equity Management | 1,749 | $224.3K | 0.23% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 1,750 | $224.4K | 0.04% | −3,500−66.7% | Reduced |
| Goepper Burkhardt LLC | 1,750 | $224.4K | 0.08% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 1,751 | $224.5K | 0.03% | +99+6.0% | Added |
| Marietta Wealth Management, LLC | 1,753 | $224.8K | 0.03% | +1,753 | New |
| Peoples Financial Services Corp. | 1,755 | $225.1K | 0.10% | 00.0% | Unchanged |
| Capital Advantage, Inc. | 1,757 | $225.3K | 0.03% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 1,763 | $226.1K | 0.04% | −298−14.5% | Reduced |
| Abacus Wealth Partners, LLC | 1,766 | $226.5K | 0.03% | −225−11.3% | Reduced |
| Grey Fox Wealth Advisors, LLC | 1,768 | $226.7K | 0.05% | −50−2.8% | Reduced |
| Oregon Pacific Wealth Management, LLC | 1,768 | $226.7K | 0.20% | −45−2.5% | Reduced |
| Financial Perspectives, Inc | 1,774 | $227.5K | 0.06% | 00.0% | Unchanged |