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 |
|---|---|---|---|---|---|
| 180 Wealth Advisors, LLC | 2,242 | $287.6K | 0.04% | +398+21.6% | Added |
| Tyche Wealth Partners LLC | 2,250 | $288.6K | 0.05% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 2,259 | $289.7K | 0.06% | 00.0% | Unchanged |
| Inscription Capital, LLC | 2,272 | $291.4K | 0.03% | +324+16.6% | Added |
| Paradigm Capital Management, LLC | 2,275 | $292.0K | 0.29% | −500−18.0% | Reduced |
| Blue Barn Wealth, LLC | 2,277 | $292.0K | 0.13% | +92+4.2% | Added |
| Brevan Howard Capital Management LP | 2,282 | $292.6K | 0.00% | +2,282 | New |
| Whalerock Point Partners, LLC | 2,290 | $293.7K | 0.06% | 00.0% | Unchanged |
| Kendall Capital Management | 2,295 | $294.3K | 0.07% | −50−2.1% | Reduced |
| Schmidt P J Investment Management Inc | 2,300 | $295.0K | 0.05% | 00.0% | Unchanged |
| Armor Investment Advisors, LLC | 2,319 | $297.4K | 0.09% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 2,329 | $298.7K | 0.10% | 00.0% | Unchanged |
| Shoker Investment Counsel, Inc. | 2,335 | $299.4K | 0.09% | 00.0% | Unchanged |
| Apella Capital, LLC | 2,290 | $299.5K | 0.01% | +270+13.4% | Added |
| New Republic Capital, LLC | 2,340 | $300.1K | 0.09% | +320+15.8% | Added |
| Wealth Alliance Advisory Group, LLC | 2,340 | $300.1K | 0.05% | −360−13.3% | Reduced |
| BBR Partners, LLC | 2,343 | $300.5K | 0.02% | −222−8.7% | Reduced |
| Cardinal Point Capital Management, ULC | 2,345 | $300.7K | 0.02% | +2,345 | New |
| National Philanthropic Trust | 2,349 | $301.2K | 0.00% | +2,349 | New |
| Horizon Wealth Management, LLC | 2,354 | $301.9K | 0.04% | 00.0% | Unchanged |
| Clear Street Markets LLC | 2,365 | $303.3K | 0.10% | +1,833+344.5% | Added |
| Enterprise Financial Services Corp | 2,367 | $303.5K | 0.16% | −62−2.6% | Reduced |
| IFP Advisors, Inc | 2,371 | $304.1K | 0.01% | +419+21.5% | Added |
| Van Strum & Towne Inc. | 2,372 | $304.2K | 0.09% | 00.0% | Unchanged |
| Argyle Capital Management Inc. | 2,375 | $304.6K | 0.11% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 2,339 | $306.6K | 0.11% | +35+1.5% | Added |
| Wealthstream Advisors, Inc. | 2,402 | $308.0K | 0.05% | +427+21.6% | Added |
| Lawson Kroeker Investment Management Inc | 2,402 | $308.0K | 0.06% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 2,425 | $311.0K | 0.21% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 2,450 | $314.2K | 0.04% | 00.0% | Unchanged |
| Essex LLC | 2,450 | $314.2K | 0.06% | 00.0% | Unchanged |
| Intrua Financial, LLC | 2,461 | $315.6K | 0.04% | +2,461 | New |
| Laraway Financial Inc | 2,467 | $316.4K | 0.22% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 2,469 | $316.6K | 0.23% | +21+0.9% | Added |
| Founders Financial Alliance, LLC | 2,489 | $319.1K | 0.06% | +738+42.1% | Added |
| Stonegate Investment Group, LLC | 2,488 | $319.1K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 2,490 | $319.3K | 0.03% | +413+19.9% | Added |
| CFS Investment Advisory Services, LLC | 2,455 | $320.0K | 0.02% | −516−17.4% | Reduced |
| Verity Asset Management, Inc. | 2,521 | $323.3K | 0.11% | −1,759−41.1% | Reduced |
| Norris Perne & French LLP | 2,521 | $323.3K | 0.02% | −10−0.4% | Reduced |
| Wimmer Associates 1, LLC | 2,524 | $323.7K | 0.16% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 2,528 | $324.2K | 0.18% | +2,528 | New |
| GF Fund Management Co. Ltd. | 2,542 | $326.0K | 0.01% | 00.0% | Unchanged |
| Change Path, LLC | 2,545 | $326.4K | 0.01% | +88+3.6% | Added |
| Chicago Partners Investment Group LLC | 2,654 | $327.6K | 0.01% | +117+4.6% | Added |
| Ewa, LLC | 2,554 | $327.6K | 0.09% | +183+7.7% | Added |
| Personal Cfo Solutions, LLC | 2,560 | $328.3K | 0.06% | +440+20.8% | Added |
| Clear Creek Financial Management, LLC | 2,561 | $328.4K | 0.03% | +2,561 | New |
| Elyxium Wealth, LLC | 2,562 | $328.5K | 0.11% | +2,562 | New |
| GSB Wealth Management, LLC | 2,573 | $330.0K | 0.07% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 2,590 | $332.1K | 0.02% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 2,595 | $332.8K | 0.09% | +45+1.8% | Added |
| Jacobs & Co | 2,600 | $333.0K | 0.03% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 2,601 | $333.6K | 0.05% | 00.0% | Unchanged |
| Eagle Strategies LLC | 2,603 | $333.8K | 0.04% | 00.0% | Unchanged |
| Maia Wealth LLC | 2,633 | $334.9K | 0.06% | +47+1.8% | Added |
| MONECO Advisors, LLC | 2,614 | $335.2K | 0.03% | −21−0.8% | Reduced |
| a16z Perennial Management, L.P. | 2,618 | $335.7K | 0.03% | +2,618 | New |
| Formidable Asset Management, LLC | 2,775 | $335.8K | 0.05% | −775−21.8% | Reduced |
| Founders Financial Securities LLC | 2,628 | $337.0K | 0.02% | −204−7.2% | Reduced |
| Consolidated Portfolio Review Corp | 2,629 | $337.1K | 0.04% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 2,632 | $337.5K | 0.07% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 2,632 | $337.5K | 0.07% | +13+0.5% | Added |
| Apexium Financial, LP | 2,634 | $337.8K | 0.02% | +21+0.8% | Added |
| Roundview Capital LLC | 2,645 | $339.2K | 0.02% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 2,645 | $339.2K | 0.01% | −866−24.7% | Reduced |
| Nixon Peabody Trust Co | 2,652 | $340.1K | 0.02% | −3,797−58.9% | Reduced |
| Angeles Wealth Management, LLC | 2,655 | $340.5K | 0.02% | −30−1.1% | Reduced |
| Key Financial Inc | 2,592 | $341.4K | 0.06% | 00.0% | Unchanged |
| Watershed Private Wealth LLC | 2,665 | $341.8K | 0.11% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 2,672 | $342.7K | 0.01% | +1,009+60.7% | Added |
| Berkshire Bank | 2,674 | $342.9K | 0.07% | −439−14.1% | Reduced |
| Wealthcare Advisory Partners LLC | 2,675 | $343.0K | 0.01% | −10−0.4% | Reduced |
| Global Trust Asset Management, LLC | 2,692 | $345.2K | 0.16% | −10−0.4% | Reduced |
| Weatherly Asset Management L. P. | 2,693 | $345.4K | 0.03% | −165−5.8% | Reduced |
| Kapstone Financial Advisors LLC | 2,695 | $345.6K | 0.16% | 00.0% | Unchanged |
| Viawealth, LLC | 2,696 | $345.7K | 0.19% | −267−9.0% | Reduced |
| Philadelphia Trust Co | 2,700 | $346.0K | 0.02% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 2,713 | $347.9K | 0.11% | −534−16.4% | Reduced |
| R Squared Ltd | 2,714 | $348.0K | 0.15% | −403−12.9% | Reduced |
| Compass Ion Advisors, LLC | 2,724 | $349.4K | 0.03% | +149+5.8% | Added |
| Cape Cod Five Cents Savings Bank | 3,039 | $349.5K | 0.03% | 00.0% | Unchanged |
| Severin Investments, LLC | 2,729 | $350.0K | 0.31% | −334−10.9% | Reduced |
| Northstar Group, Inc. | 2,729 | $350.0K | 0.05% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 2,733 | $350.5K | 0.02% | 00.0% | Unchanged |
| Roehl & Yi Investment Advisors, LLC | 2,740 | $351.4K | 0.15% | −153−5.3% | Reduced |
| Occidental Asset Management, LLC | 2,763 | $354.3K | 0.04% | +29+1.1% | Added |
| Essex Investment Management Co LLC | 2,775 | $355.9K | 0.05% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 2,779 | $356.4K | 0.09% | −91−3.2% | Reduced |
| Busey Wealth Management | 2,780 | $356.5K | 0.01% | −109−3.8% | Reduced |
| Evoke Wealth, LLC | 2,783 | $356.9K | 0.01% | +109+4.1% | Added |
| Analyst IMS Investment Management Services Ltd. | 2,781 | $357.0K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 2,723 | $358.7K | 0.12% | +59+2.2% | Added |
| Flywheel Private Wealth LLC | 2,797 | $358.7K | 0.28% | 00.0% | Unchanged |
| RiverGlades Family Offices LLC | 2,800 | $359.1K | 0.22% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 2,809 | $360.2K | 0.15% | 00.0% | Unchanged |
| Thomasville National Bank | 2,814 | $360.9K | 0.02% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 2,817 | $361.3K | 0.03% | +29+1.0% | Added |
| Convergence Financial, LLC | 2,818 | $361.4K | 0.05% | −197−6.5% | Reduced |
| Sym Financial Corp | 2,841 | $364.3K | 0.04% | −556−16.4% | Reduced |