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 |
|---|---|---|---|---|---|
| Colonial Trust Co | 3,600 | $461.7K | 0.06% | −13−0.4% | Reduced |
| Gitterman Wealth Management, LLC | 3,607 | $462.6K | 0.11% | +316+9.6% | Added |
| Spears Abacus Advisors LLC | 3,608 | $462.7K | 0.01% | +822+29.5% | Added |
| Arete Wealth Advisors, LLC | 3,614 | $463.0K | 0.03% | +16+0.4% | Added |
| Miracle Mile Advisors, LLC | 3,619 | $464.1K | 0.01% | +328+10.0% | Added |
| Pointe Capital Management LLC | 3,622 | $464.5K | 0.23% | 00.0% | Unchanged |
| Wealth Alliance | 3,623 | $464.6K | 0.05% | +56+1.6% | Added |
| Burke & Herbert Bank & Trust Co | 3,654 | $468.6K | 0.10% | 00.0% | Unchanged |
| Acorn Creek Capital LLC | 3,682 | $472.2K | 0.18% | +47+1.3% | Added |
| Institute for Wealth Management, LLC. | 3,698 | $474.2K | 0.05% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 3,705 | $475.1K | 0.00% | +204+5.8% | Added |
| Cohen Investment Advisors LLC | 3,712 | $476.0K | 0.23% | +109+3.0% | Added |
| Roxbury Financial LLC | 3,717 | $476.7K | 0.44% | −10.0% | Reduced |
| Opal Wealth Advisors, LLC | 3,731 | $478.5K | 0.13% | +1,293+53.0% | Added |
| Arvest Investments, Inc. | 3,751 | $481.0K | 0.07% | −42−1.1% | Reduced |
| Altfest L J & Co Inc | 3,758 | $481.9K | 0.05% | −63−1.6% | Reduced |
| Veracity Capital LLC | 3,766 | $483.0K | 0.16% | +59+1.6% | Added |
| TCG Advisory Services, LLC | 3,766 | $483.0K | 0.02% | +311+9.0% | Added |
| Aull & Monroe Investment Management Corp | 3,771 | $483.6K | 0.25% | +150+4.1% | Added |
| Verity & Verity, LLC | 3,778 | $484.5K | 0.04% | 00.0% | Unchanged |
| Monument Capital Management | 3,778 | $484.5K | 0.12% | +3,778 | New |
| Hollow Brook Wealth Management LLC | 3,788 | $485.8K | 0.11% | 00.0% | Unchanged |
| RiverFront Investment Group, LLC | 3,798 | $487.1K | 0.01% | −172−4.3% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 3,812 | $488.9K | 0.04% | −50−1.3% | Reduced |
| Aureus Asset Management, LLC | 3,813 | $489.0K | 0.03% | +190+5.2% | Added |
| Equitable Holdings, Inc. | 3,829 | $491.0K | 0.00% | +212+5.9% | Added |
| Optas, LLC | 3,842 | $492.7K | 0.08% | +463+13.7% | Added |
| Fiduciary Financial Group, LLC | 3,849 | $493.6K | 0.08% | +207+5.7% | Added |
| Community Financial Services Group, LLC | 3,896 | $499.6K | 0.09% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 3,905 | $500.8K | 0.23% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 3,943 | $505.6K | 0.04% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 3,978 | $510.1K | 0.07% | +60+1.5% | Added |
| Klingman & Associates, LLC | 3,990 | $511.7K | 0.03% | +706+21.5% | Added |
| Natural Investments, LLC | 4,010 | $514.0K | 0.13% | −32−0.8% | Reduced |
| Strategic Investment Advisors | 4,021 | $515.2K | 0.05% | −302−7.0% | Reduced |
| S.A. Mason LLC | 4,040 | $518.1K | 0.23% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 4,054 | $519.9K | 0.10% | +533+15.1% | Added |
| Argyle Capital Partners, LLC | 4,061 | $520.8K | 0.37% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 3,968 | $522.4K | 0.01% | +94+2.4% | Added |
| Argonautica Private Wealth Management, Inc | 4,095 | $525.2K | 0.15% | +126+3.2% | Added |
| Knightsbridge Asset Management, LLC | 4,105 | $526.5K | 0.09% | −145−3.4% | Reduced |
| Rational Advisors LLC | 4,106 | $526.6K | 0.05% | +4,106 | New |
| NBC Securities, Inc. | 4,107 | $526.7K | 0.04% | −7,690−65.2% | Reduced |
| Hemenway Trust Co LLC | 4,110 | $527.1K | 0.04% | −25−0.6% | Reduced |
| Cromwell Holdings LLC | 4,117 | $528.0K | 0.28% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 4,119 | $528.2K | 0.12% | −47−1.1% | Reduced |
| Private Wealth Asset Management, LLC | 4,127 | $529.2K | 0.06% | +5+0.1% | Added |
| Steel Peak Wealth Management LLC | 4,133 | $530.0K | 0.02% | +4,133 | New |
| Allen Wealth Management, LLC | 4,170 | $534.8K | 0.36% | −375−8.3% | Reduced |
| Patton Albertson Miller Group, LLC | 4,259 | $546.2K | 0.07% | −539−11.2% | Reduced |
| Wolverine Trading, LLC | 4,415 | $547.9K | 0.01% | −5,061−53.4% | Reduced |
| Allianz Asset Management GmbH | 4,300 | $551.4K | 0.00% | −2,000−31.7% | Reduced |
| Tranquilli Financial Advisor LLC | 4,301 | $551.6K | 0.33% | −92−2.1% | Reduced |
| Alliance Wealth Advisors, LLC | 4,331 | $555.4K | 0.13% | +820+23.4% | Added |
| Curbstone Financial Management Corp | 4,344 | $557.1K | 0.11% | −100−2.3% | Reduced |
| Syon Capital LLC | 4,346 | $557.3K | 0.03% | +2,433+127.2% | Added |
| Violich Capital Management, Inc. | 4,347 | $557.5K | 0.07% | −50−1.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,350 | $557.8K | 0.07% | +562+14.8% | Added |
| Grimes & Company, Inc. | 4,351 | $558.0K | 0.01% | −177−3.9% | Reduced |
| Pinnacle West Asset Management, Inc. | 4,370 | $560.0K | 0.36% | +140+3.3% | Added |
| Sage Mountain Advisors LLC | 4,378 | $561.5K | 0.03% | +1,367+45.4% | Added |
| AlTi Global, Inc. | 4,379 | $561.6K | 0.01% | −40−0.9% | Reduced |
| Regatta Capital Group, LLC | 4,385 | $562.3K | 0.09% | −123−2.7% | Reduced |
| Mill Capital Management, LLC | 4,388 | $562.7K | 0.04% | −50−1.1% | Reduced |
| Marino, Stram & Associates LLC | 4,401 | $564.4K | 0.10% | −91−2.0% | Reduced |
| Davidson Trust Co | 4,410 | $565.5K | 0.23% | −122−2.7% | Reduced |
| First City Capital Management, Inc. | 4,420 | $566.8K | 0.31% | −194−4.2% | Reduced |
| Clear Harbor Asset Management, LLC | 4,428 | $567.8K | 0.04% | −310−6.5% | Reduced |
| RNC Capital Management LLC | 4,436 | $568.9K | 0.03% | +310+7.5% | Added |
| Icon Wealth Advisors, LLC | 4,446 | $570.1K | 0.04% | +981+28.3% | Added |
| Beddow Capital Management Inc | 4,450 | $571.0K | 0.21% | −15−0.3% | Reduced |
| Dakota Wealth Management | 4,476 | $574.0K | 0.01% | −1,573−26.0% | Reduced |
| Cyndeo Wealth Partners, LLC | 4,481 | $574.6K | 0.03% | −112−2.4% | Reduced |
| IHT Wealth Management, LLC | 4,492 | $576.0K | 0.01% | +561+14.3% | Added |
| Hartford Funds Management Co LLC | 4,493 | $576.4K | 0.05% | −3,174−41.4% | Reduced |
| Summit Financial, LLC | 4,534 | $581.5K | 0.01% | −29−0.6% | Reduced |
| Intellectus Partners, LLC | 4,538 | $582.0K | 0.11% | 00.0% | Unchanged |
| Stablepoint Partners, LLC | 4,572 | $586.3K | 0.09% | −15−0.3% | Reduced |
| Washington Trust Co | 4,581 | $587.5K | 0.02% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 4,586 | $588.1K | 0.03% | +675+17.3% | Added |
| Parkside Financial Bank & Trust | 4,587 | $588.2K | 0.05% | −36−0.8% | Reduced |
| Essex Savings Bank | 4,611 | $591.3K | 0.13% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 4,622 | $592.8K | 0.02% | +2,054+80.0% | Added |
| Rossmore Private Capital | 4,627 | $593.4K | 0.06% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 4,630 | $593.8K | 0.01% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 4,695 | $602.1K | 0.08% | +250+5.6% | Added |
| Cullinan Associates Inc | 4,700 | $602.7K | 0.04% | 00.0% | Unchanged |
| Seven Mile Advisory | 4,703 | $603.1K | 0.10% | +346+7.9% | Added |
| D. E. Shaw & Co., Inc. | 4,706 | $603.5K | 0.00% | −7,866−62.6% | Reduced |
| Cullen Investment Group, Ltd. | 4,559 | $603.6K | 0.08% | −377−7.6% | Reduced |
| Lazard Asset Management LLC | 4,727 | $606.2K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 4,763 | $610.9K | 0.01% | +78+1.7% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 4,766 | $611.2K | 0.12% | +238+5.3% | Added |
| Oarsman Capital, Inc. | 4,779 | $612.9K | 0.09% | −295−5.8% | Reduced |
| Aprio Wealth Management, LLC | 4,792 | $614.5K | 0.06% | +1,696+54.8% | Added |
| Principle Wealth Partners LLC | 4,822 | $618.4K | 0.04% | −25−0.5% | Reduced |
| Visionary Horizons, LLC | 4,830 | $619.4K | 0.35% | −290−5.7% | Reduced |
| First American Trust, FSB | 4,856 | $622.7K | 0.05% | +10.0% | Added |
| Wedbush Securities Inc | 4,874 | $625.0K | 0.02% | +1,179+31.9% | Added |
| Brucke Financial, Inc. | 5,052 | $625.4K | 0.37% | −1,000−16.5% | Reduced |