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 |
|---|---|---|---|---|---|
| Pallas Capital Advisors LLC | 1,783 | $228.7K | 0.01% | 00.0% | Unchanged |
| American National Bank | 1,786 | $229.0K | 0.02% | −2,216−55.4% | Reduced |
| Lion Street Advisors, LLC | 2,772 | $229.4K | 0.08% | +2,772 | New |
| Employees Retirement System of Texas | 1,794 | $230.0K | 0.00% | +1,794 | New |
| First County Bank | 1,794 | $230.1K | 0.12% | +75+4.4% | Added |
| von Borstel & Associates, Inc. | 1,822 | $231.0K | 0.04% | +1,822 | New |
| Jackson Thornton Asset Management, LLC | 1,747 | $231.1K | 0.02% | +1,747 | New |
| Private Wealth Partners, LLC | 1,812 | $232.4K | 0.02% | −500−21.6% | Reduced |
| ORG Wealth Partners, LLC | 1,816 | $232.9K | 0.05% | +1,816 | New |
| Wayfinding Financial, LLC | 1,822 | $233.0K | 0.10% | +16+0.9% | Added |
| Traynor Capital Management, Inc. | 1,817 | $233.0K | 0.01% | +1,817 | New |
| Trace Wealth Advisors, LLC | 1,825 | $234.0K | 0.17% | 00.0% | Unchanged |
| Excalibur Management Corp | 1,828 | $234.4K | 0.09% | 00.0% | Unchanged |
| Rockland Trust Co | 1,850 | $237.2K | 0.01% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 1,812 | $237.3K | 0.03% | +1,812 | New |
| Kingswood Wealth Advisors, LLC | 1,851 | $237.4K | 0.01% | +1,851 | New |
| Tower Wealth Partners, Inc. | 1,872 | $240.1K | 0.13% | +1,872 | New |
| Colonial Trust Advisors | 1,873 | $240.3K | 0.02% | +872+87.1% | Added |
| Liberty Wealth Management LLC | 1,877 | $240.7K | 0.03% | +28+1.5% | Added |
| Empower Advisory Group, LLC | 1,880 | $241.1K | 0.00% | +1,880 | New |
| First Nebraska Trust Co | 1,887 | $242.0K | 0.02% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 1,894 | $242.9K | 0.04% | −3,966−67.7% | Reduced |
| South Street Advisors LLC | 1,900 | $243.7K | 0.03% | +1,900 | New |
| Aspiriant, LLC | 1,903 | $244.0K | 0.01% | −140−6.9% | Reduced |
| Community Bank, N.A. | 1,906 | $244.4K | 0.03% | +278+17.1% | Added |
| Centiva Capital, LP | 1,910 | $244.9K | 0.02% | +1,910 | New |
| NorthRock Partners, LLC | 1,913 | $245.3K | 0.00% | +1,913 | New |
| Redwood Wealth Management Group, LLC | 1,913 | $245.3K | 0.10% | −150−7.3% | Reduced |
| Nations Financial Group Inc, | 1,924 | $246.8K | 0.02% | +1,924 | New |
| Cary Street Partner Investment Advisory LLC | 1,926 | $246.9K | 0.10% | +490+34.1% | Added |
| Allred Capital Management, LLC | 1,929 | $247.4K | 0.09% | +1,929 | New |
| Commonwealth Retirement Investments LLC | 1,931 | $247.6K | 0.08% | 00.0% | Unchanged |
| Binnacle Investments Inc | 1,931 | $247.6K | 0.15% | +162+9.2% | Added |
| Barry Investment Advisors, LLC | 1,940 | $248.7K | 0.06% | −170−8.1% | Reduced |
| Sonora Investment Management Group, LLC | 1,946 | $249.6K | 0.02% | −250−11.4% | Reduced |
| Gotham Asset Management, LLC | 1,956 | $250.8K | 0.00% | +191+10.8% | Added |
| Ancora Advisors, LLC | 1,956 | $250.9K | 0.01% | −697−26.3% | Reduced |
| Spinnaker Trust | 1,959 | $251.2K | 0.01% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 1,960 | $251.3K | 0.10% | −395−16.8% | Reduced |
| Hurlow Wealth Management Group, Inc. | 1,963 | $251.7K | 0.07% | −1,006−33.9% | Reduced |
| Plimoth Trust Co LLC | 1,967 | $252.2K | 0.06% | −100−4.8% | Reduced |
| Capital Asset Advisory Services LLC | 1,970 | $252.6K | 0.01% | −222−10.1% | Reduced |
| M. Kulyk & Associates, LLC | 1,980 | $253.9K | 0.05% | −390−16.5% | Reduced |
| Cura Wealth Advisors, LLC | 1,988 | $254.9K | 0.10% | +82+4.3% | Added |
| Smith, Moore & Co. | 1,989 | $255.0K | 0.02% | +34+1.7% | Added |
| Equitable Trust Co | 1,991 | $255.3K | 0.01% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 1,991 | $255.3K | 0.01% | +1,991 | New |
| Courier Capital LLC | 1,998 | $256.2K | 0.01% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 2,000 | $256.5K | 0.00% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 2,000 | $256.5K | 0.04% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 2,000 | $256.5K | 0.04% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 2,000 | $256.5K | 0.03% | +2,000 | New |
| Group One Trading, L.P. | 2,006 | $257.2K | 0.01% | +2,006 | New |
| Greykasell Wealth Strategies, Inc. | 2,013 | $258.1K | 0.11% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 2,017 | $258.6K | 0.01% | +52+2.6% | Added |
| Cornerstone Advisory, LLC | 2,025 | $259.7K | 0.03% | +12+0.6% | Added |
| Capital Advisors Inc | 2,027 | $259.9K | 0.00% | +83+4.3% | Added |
| Pacifica Partners Inc. | 1,984 | $261.3K | 0.09% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 2,040 | $261.6K | 0.01% | 00.0% | Unchanged |
| PEAK6 LLC | 2,042 | $261.9K | 0.01% | −13,474−86.8% | Reduced |
| Norden Group LLC | 2,045 | $262.2K | 0.03% | +2,045 | New |
| Hudson Capital Management LLC | 2,048 | $262.7K | 0.07% | 00.0% | Unchanged |
| F/M Investments LLC | 2,050 | $262.9K | 0.01% | 00.0% | Unchanged |
| Causeway Capital Management LLC | 2,054 | $263.4K | 0.00% | −30−1.4% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 2,062 | $264.0K | 0.01% | 00.0% | Unchanged |
| Elk River Wealth Management, LLC | 2,060 | $264.2K | 0.04% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 2,067 | $265.1K | 0.06% | +140+7.3% | Added |
| Koshinski Asset Management, Inc. | 2,070 | $265.5K | 0.02% | +104+5.3% | Added |
| Dakota Community Bank & Trust NA | 2,080 | $266.7K | 1.05% | −177−7.8% | Reduced |
| Clearbridge Investments, LLC | 2,101 | $269.4K | 0.00% | −250−10.6% | Reduced |
| BKD Wealth Advisors, LLC | 2,101 | $269.4K | 0.01% | −527−20.1% | Reduced |
| Cambiar Investors LLC | 2,114 | $271.1K | 0.01% | −189−8.2% | Reduced |
| Cypress Wealth Services, LLC | 2,126 | $272.6K | 0.04% | +4+0.2% | Added |
| Braun-Bostich & Associates Inc. | 2,127 | $272.8K | 0.17% | −157−6.9% | Reduced |
| Prospect Financial Group LLC | 2,134 | $273.7K | 0.27% | 00.0% | Unchanged |
| Claro Advisors LLC | 2,136 | $274.0K | 0.04% | −74−3.3% | Reduced |
| Boston Trust Walden Corp | 2,140 | $274.4K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 2,140 | $274.4K | 0.03% | +49+2.3% | Added |
| Farmers National Bank | 2,145 | $275.1K | 0.07% | 00.0% | Unchanged |
| RVW Wealth, LLC | 2,148 | $275.5K | 0.02% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 2,150 | $275.7K | 0.22% | −7−0.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 2,150 | $276.0K | 0.10% | +150+7.5% | Added |
| Atlantic Edge Private Wealth Management, LLC | 2,155 | $276.4K | 0.07% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 2,157 | $276.6K | 0.24% | +200+10.2% | Added |
| Cannon Advisors, Inc. | 2,130 | $280.4K | 0.19% | +2,130 | New |
| Narus Financial Partners, LLC | 2,189 | $280.7K | 0.08% | +381+21.1% | Added |
| Cozad Asset Management Inc | 2,198 | $281.9K | 0.02% | +40+1.9% | Added |
| Guardian Partners Inc. | 2,140 | $281.9K | 0.02% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 2,200 | $282.1K | 0.16% | −170−7.2% | Reduced |
| Gimbal Financial | 2,205 | $282.8K | 0.17% | 00.0% | Unchanged |
| IFG Advisory, LLC | 2,209 | $283.3K | 0.01% | −93−4.0% | Reduced |
| Mattern Capital Management, LLC | 2,211 | $283.5K | 0.03% | −5−0.2% | Reduced |
| BIP Wealth, LLC | 2,214 | $283.9K | 0.01% | +2,214 | New |
| Dillon & Associates Inc | 2,227 | $285.0K | 0.04% | −50−2.2% | Reduced |
| Oakworth Capital, Inc. | 2,227 | $285.6K | 0.02% | −92−4.0% | Reduced |
| Pinnacle Financial Partners Inc | 2,227 | $285.6K | 0.01% | −1,319−37.2% | Reduced |
| Paradigm Asset Management Co LLC | 2,228 | $285.7K | 0.07% | 00.0% | Unchanged |
| StoneX Group Inc. | 2,231 | $286.1K | 0.01% | +7+0.3% | Added |
| Outlook Wealth Advisors, LLC | 2,236 | $286.7K | 0.07% | +2,236 | New |
| Wealth Dimensions Group, Ltd. | 2,240 | $287.2K | 0.06% | 00.0% | Unchanged |