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 |
|---|---|---|---|---|---|
| Flagship Harbor Advisors, LLC | 2,849 | $365.4K | 0.02% | +55+2.0% | Added |
| one8zero8, LLC | 2,852 | $365.7K | 0.08% | +588+26.0% | Added |
| Community Bank & Trust, Waco, Texas | 2,851 | $366.0K | 0.08% | +144+5.3% | Added |
| Platform Technology Partners | 2,873 | $368.4K | 0.09% | −491−14.6% | Reduced |
| LRI Investments, LLC | 2,894 | $371.1K | 0.03% | +116+4.2% | Added |
| Canal Capital Management, LLC | 2,906 | $372.6K | 0.06% | −539−15.6% | Reduced |
| Carr Financial Group Corp | 2,923 | $374.8K | 0.10% | 00.0% | Unchanged |
| Wulff, Hansen & Co. | 2,925 | $375.1K | 0.32% | 00.0% | Unchanged |
| Caldwell Trust Co | 2,928 | $375.5K | 0.04% | −199−6.4% | Reduced |
| Vicus Capital | 2,936 | $376.5K | 0.03% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 2,939 | $376.9K | 0.01% | +189+6.9% | Added |
| Almanack Investment Partners, LLC. | 2,952 | $378.6K | 0.06% | −726−19.7% | Reduced |
| John G Ullman & Associates Inc | 2,980 | $382.2K | 0.05% | −134,427−97.8% | Reduced |
| Beacon Investment Advisors LLC | 3,000 | $384.7K | 0.16% | 00.0% | Unchanged |
| Abner Herrman & Brock LLC | 3,000 | $385.0K | 0.04% | +3,000 | New |
| Invested Advisors | 3,846 | $385.4K | 0.56% | +3,846 | New |
| BSW Wealth Partners | 3,008 | $385.7K | 0.05% | −478−13.7% | Reduced |
| Sentry LLC | 3,010 | $386.0K | 0.10% | 00.0% | Unchanged |
| J Hagan Capital, Inc. | 3,010 | $386.0K | 0.23% | 00.0% | Unchanged |
| Blake Schutter Theil Wealth Advisors, LLC | 3,011 | $386.1K | 0.38% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 3,019 | $387.0K | 0.02% | +170+6.0% | Added |
| SCS Capital Management LLC | 3,026 | $388.1K | 0.00% | −1,725−36.3% | Reduced |
| Addison Advisors LLC | 3,028 | $388.3K | 0.09% | +56+1.9% | Added |
| Klingenstein Fields & Co LP | 3,047 | $390.7K | 0.01% | −3,500−53.5% | Reduced |
| TigerOak Management, L.L.C. | 3,050 | $391.1K | 0.12% | −15−0.5% | Reduced |
| Perennial Investment Advisors, LLC | 3,052 | $391.4K | 0.03% | −15−0.5% | Reduced |
| Argent Advisors, Inc. | 3,058 | $392.2K | 0.12% | +388+14.5% | Added |
| Charter Trust Co | 3,063 | $392.8K | 0.02% | 00.0% | Unchanged |
| PFG Investments, LLC | 3,068 | $393.4K | 0.02% | +18+0.6% | Added |
| CNB Bank | 3,074 | $394.2K | 0.16% | −261−7.8% | Reduced |
| Woodstock Corp | 3,077 | $394.6K | 0.03% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 3,084 | $395.5K | 0.16% | 00.0% | Unchanged |
| Certior Financial Group, LLC | 3,089 | $396.1K | 0.27% | −201−6.1% | Reduced |
| Lantern Wealth Advisors, LLC | 3,100 | $397.5K | 0.21% | +200+6.9% | Added |
| Millstone Evans Group, LLC | 3,102 | $397.8K | 0.25% | 00.0% | Unchanged |
| Broderick Brian C | 3,121 | $400.2K | 0.08% | −1,082−25.7% | Reduced |
| Range Financial Group LLC | 3,122 | $400.4K | 0.14% | +25+0.8% | Added |
| Sound View Wealth Advisors Group, LLC | 3,124 | $400.6K | 0.03% | −432−12.1% | Reduced |
| First Citizens Bank & Trust Co | 3,138 | $402.4K | 0.01% | −42−1.3% | Reduced |
| Independent Financial Group, LLC | 3,155 | $404.6K | 0.01% | +78+2.5% | Added |
| Garland Capital Management Inc | 3,170 | $406.5K | 5.59% | −8,330−72.4% | Reduced |
| Riversedge Advisors, LLC | 3,170 | $406.5K | 0.07% | +397+14.3% | Added |
| Central Pacific Bank - Trust Division | 3,175 | $407.2K | 0.05% | −425−11.8% | Reduced |
| Focus Financial Network, Inc. | 3,176 | $407.3K | 0.01% | −7−0.2% | Reduced |
| McDaniel Terry & Co | 3,177 | $407.4K | 0.03% | −323−9.2% | Reduced |
| Xponance, Inc. | 3,179 | $407.7K | 0.00% | +408+14.7% | Added |
| Gibbs Wealth Management | 3,181 | $407.9K | 0.09% | −713−18.3% | Reduced |
| Legacy Capital Group California, Inc. | 3,189 | $409.0K | 0.10% | +230+7.8% | Added |
| Ethos Financial Group, LLC | 3,196 | $409.9K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3,201 | $410.4K | 0.02% | +180+6.0% | Added |
| Summit Financial Wealth Advisors, LLC | 3,121 | $411.1K | 0.06% | +36+1.2% | Added |
| LCM Capital Management Inc | 3,227 | $413.8K | 0.20% | −74−2.2% | Reduced |
| King Wealth | 3,258 | $418.0K | 0.05% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 3,262 | $418.3K | 0.03% | +13+0.4% | Added |
| Freestone Capital Holdings, LLC | 3,263 | $418.4K | 0.01% | −5−0.2% | Reduced |
| Ameritas Advisory Services, LLC | 3,271 | $419.4K | 0.03% | −5,134−61.1% | Reduced |
| Ritter Daniher Financial Advisory LLC | 3,272 | $419.6K | 0.07% | +3,272 | New |
| Chapman Financial Group, LLC | 3,272 | $419.6K | 0.29% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 3,432 | $420.8K | 0.04% | +462+15.6% | Added |
| FLC Capital Advisors | 3,286 | $421.4K | 0.08% | 00.0% | Unchanged |
| Traveka Wealth, LLC | 3,290 | $421.9K | 0.19% | +35+1.1% | Added |
| Sageworth Trust Co | 3,310 | $424.5K | 0.02% | +3,310 | New |
| Foster Group, Inc. | 3,315 | $425.1K | 0.01% | +255+8.3% | Added |
| Hendershot Investments Inc. | 3,331 | $427.2K | 0.05% | 00.0% | Unchanged |
| LaFleur & Godfrey LLC | 3,337 | $427.9K | 0.05% | −160−4.6% | Reduced |
| Elmwood Wealth Management, Inc. | 3,340 | $428.3K | 0.15% | +787+30.8% | Added |
| Intergy Private Wealth, LLC | 3,341 | $428.4K | 0.13% | +169+5.3% | Added |
| Mitchell Sinkler & Starr | 3,343 | $428.7K | 0.19% | 00.0% | Unchanged |
| Icapital Wealth LLC | 3,352 | $429.9K | 0.24% | 00.0% | Unchanged |
| Canopy Partners, LLC | 3,353 | $430.0K | 0.14% | +230+7.4% | Added |
| Sachetta, LLC | 3,373 | $432.5K | 0.16% | −25−0.7% | Reduced |
| Kanawha Capital Management LLC | 3,374 | $432.7K | 0.03% | −120−3.4% | Reduced |
| Michels Family Financial, LLC | 3,378 | $433.2K | 0.34% | −104−3.0% | Reduced |
| Pinnacle Bancorp, Inc. | 3,378 | $433.2K | 0.13% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 3,380 | $433.4K | 0.01% | +63+1.9% | Added |
| Smith, Salley & Associates | 3,392 | $435.0K | 0.02% | 00.0% | Unchanged |
| Round Hill Asset Management | 3,392 | $435.0K | 0.29% | 00.0% | Unchanged |
| Haven Private, LLC | 3,399 | $435.9K | 0.19% | −2,169−39.0% | Reduced |
| Three Seasons Wealth, LLC | 3,400 | $436.0K | 0.04% | 00.0% | Unchanged |
| Heck Capital Advisors, LLC | 3,406 | $436.8K | 0.03% | +56+1.7% | Added |
| Southland Equity Partners LLC | 3,416 | $438.1K | 0.09% | +36+1.1% | Added |
| CoreFirst Bank & Trust | 3,460 | $443.7K | 0.24% | +30+0.9% | Added |
| Cornerstone Wealth Management, LLC | 3,471 | $445.1K | 0.02% | −214−5.8% | Reduced |
| Nwam LLC | 3,402 | $445.2K | 0.02% | −130−3.7% | Reduced |
| HBK Sorce Advisory LLC | 3,438 | $446.8K | 0.01% | +329+10.6% | Added |
| MMBG Investment Advisors Co. | 3,492 | $447.8K | 0.04% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 3,498 | $448.5K | 0.20% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 3,499 | $448.7K | 0.10% | −200−5.4% | Reduced |
| Crew Capital Management, Ltd. | 3,499 | $448.7K | 0.30% | 00.0% | Unchanged |
| Cherokee Insurance Co | 3,500 | $448.8K | 0.19% | 00.0% | Unchanged |
| Tred Avon Family Wealth, LLC | 3,508 | $449.9K | 0.15% | +3,508 | New |
| Boston Private Wealth LLC | 3,510 | $450.1K | 0.02% | −1,115−24.1% | Reduced |
| Texas Yale Capital Corp. | 3,512 | $450.4K | 0.01% | −440−11.1% | Reduced |
| Genus Capital Management Inc. | 3,522 | $451.7K | 0.05% | +433+14.0% | Added |
| Wesbanco Bank Inc | 3,524 | $451.9K | 0.01% | −140−3.8% | Reduced |
| Wealthspire Advisors, LLC | 3,535 | $453.4K | 0.00% | −1,017−22.3% | Reduced |
| Capital Investment Advisors, LLC | 3,539 | $453.8K | 0.01% | −355−9.1% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,544 | $454.4K | 0.03% | +17+0.5% | Added |
| Cetera Trust Company, N.A | 3,552 | $455.5K | 0.26% | −175−4.7% | Reduced |
| Glenview Trust Co | 3,554 | $455.8K | 0.01% | −246−6.5% | Reduced |