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 |
|---|---|---|---|---|---|
| Thornburg Investment Management Inc | 4,889 | $627.0K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 4,890 | $627.1K | 0.01% | +590+13.7% | Added |
| One Wealth Advisors, LLC | 4,892 | $627.4K | 0.08% | +2,516+105.9% | Added |
| Abel Hall, LLC | 4,893 | $627.5K | 0.25% | +710+17.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 4,916 | $630.4K | 0.30% | −57−1.1% | Reduced |
| JFS Wealth Advisors, LLC | 4,922 | $631.2K | 0.04% | −132−2.6% | Reduced |
| Cascade Financial Partners, LLC | 4,933 | $632.6K | 0.07% | −272−5.2% | Reduced |
| Catalytic Wealth RIA, LLC | 4,955 | $635.4K | 0.02% | +4,955 | New |
| Valley Brook Capital Group | 4,959 | $635.9K | 0.43% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 4,964 | $636.6K | 0.06% | −30−0.6% | Reduced |
| Helen Stephens Group, LLC | 4,975 | $638.0K | 0.14% | +753+17.8% | Added |
| Simplicity Wealth,LLC | 4,992 | $640.1K | 0.04% | −3,594−41.9% | Reduced |
| Rexford Capital Inc | 4,994 | $640.4K | 0.50% | +68+1.4% | Added |
| Corient IA LLC | 5,000 | $641.2K | 0.48% | 00.0% | Unchanged |
| Payne Capital LLC | 5,000 | $641.2K | 0.65% | +5,000 | New |
| Drucker Wealth 3.0, LLC | 5,006 | $641.9K | 0.11% | −593−10.6% | Reduced |
| Diversify Advisory Services, LLC | 5,192 | $643.1K | 0.02% | −2,184−29.6% | Reduced |
| Altus Wealth Group LLC | 5,024 | $644.3K | 0.26% | +20.0% | Added |
| Beacon Investment Advisory Services, Inc. | 5,035 | $645.7K | 0.03% | −32−0.6% | Reduced |
| Capital Analysts, LLC | 5,063 | $650.0K | 0.02% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 5,070 | $650.2K | 0.05% | +690+15.8% | Added |
| O'Brien Greene & Co. Inc | 5,081 | $651.6K | 0.20% | −617−10.8% | Reduced |
| Kennebec Savings Bank | 5,098 | $653.8K | 0.60% | −347−6.4% | Reduced |
| BancorpSouth Bank | 5,111 | $655.4K | 0.04% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 5,147 | $660.1K | 0.01% | +2,897+128.8% | Added |
| Moloney Securities Asset Management, LLC | 5,153 | $660.8K | 0.08% | 00.0% | Unchanged |
| BXM Wealth LLC | 5,178 | $664.0K | 0.63% | +253+5.1% | Added |
| Burns J W & Co Inc | 5,218 | $669.2K | 0.08% | −264−4.8% | Reduced |
| Alhambra Investment Partners LLC | 5,252 | $673.5K | 0.32% | +106+2.1% | Added |
| Modera Wealth Management, LLC | 5,257 | $674.2K | 0.01% | +20.0% | Added |
| Salem Investment Counselors Inc | 5,337 | $684.4K | 0.02% | −25−0.5% | Reduced |
| Forza Wealth Management, LLC | 5,349 | $686.0K | 0.26% | 00.0% | Unchanged |
| E&G Advisors, LP | 5,381 | $690.1K | 0.16% | +4+0.1% | Added |
| Independent Advisor Alliance | 5,383 | $690.4K | 0.02% | +503+10.3% | Added |
| Fulton Bank, N.A. | 5,386 | $690.7K | 0.02% | +898+20.0% | Added |
| MB, Levis & Associates, LLC | 5,410 | $693.8K | 0.30% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 5,420 | $695.1K | 0.01% | +554+11.4% | Added |
| Foundations Investment Advisors, LLC | 5,434 | $696.8K | 0.01% | −2,301−29.7% | Reduced |
| Cordatus Wealth Management LLC | 5,490 | $704.0K | 0.17% | +14+0.3% | Added |
| Trust Point Inc. | 5,496 | $704.8K | 0.06% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 5,501 | $705.4K | 0.01% | +5,501 | New |
| CVA Family Office, LLC | 5,542 | $710.7K | 0.09% | 00.0% | Unchanged |
| Seeds Investor LLC | 5,547 | $711.4K | 0.15% | +120+2.2% | Added |
| Mitchell McLeod Pugh & Williams Inc | 5,794 | $715.2K | 0.12% | −225−3.7% | Reduced |
| Penbrook Management LLC | 5,610 | $719.4K | 0.50% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 5,617 | $720.3K | 0.04% | +96+1.7% | Added |
| XTX Topco Ltd | 5,627 | $721.6K | 0.04% | −3,586−38.9% | Reduced |
| Joel Isaacson & Co., LLC | 5,657 | $725.5K | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 5,665 | $726.5K | 0.01% | −254−4.3% | Reduced |
| DF Dent & Co Inc | 5,665 | $726.5K | 0.01% | +2,163+61.8% | Added |
| Diversified Trust Co | 5,683 | $728.8K | 0.01% | +469+9.0% | Added |
| CFO4Life Group, LLC | 5,697 | $730.6K | 0.11% | +146+2.6% | Added |
| Banco de Sabadell, S.A | 5,720 | $732.0K | 0.48% | −1,216−17.5% | Reduced |
| Mondrian Investment Partners LTD | 5,724 | $734.1K | 0.01% | +5,724 | New |
| Radnor Capital Management, LLC | 5,725 | $734.2K | 0.11% | 00.0% | Unchanged |
| Steadtrust LLC | 5,742 | $736.4K | 0.50% | +131+2.3% | Added |
| Cypress Capital Group | 5,756 | $738.1K | 0.09% | −20−0.3% | Reduced |
| Ignite Planners, LLC | 5,762 | $738.8K | 0.12% | −208−3.5% | Reduced |
| Gateway Investment Advisers LLC | 5,768 | $739.7K | 0.01% | +2,967+105.9% | Added |
| Heritage Family Offices, LLP | 5,769 | $739.8K | 0.34% | −101−1.7% | Reduced |
| NTV Asset Management LLC | 5,784 | $741.7K | 0.08% | −287−4.7% | Reduced |
| Investment Research Partners LLC | 6,119 | $745.3K | 0.34% | +6,119 | New |
| Bradyco, Inc. | 5,841 | $749.0K | 0.85% | −850−12.7% | Reduced |
| Ariadne Wealth Management, LP | 5,690 | $750.6K | 0.34% | +282+5.2% | Added |
| Monticello Wealth Management, LLC | 5,893 | $755.7K | 0.05% | +15+0.3% | Added |
| Harbour Investments, Inc. | 5,916 | $758.6K | 0.02% | +33+0.6% | Added |
| StrongBox Wealth, LLC | 5,939 | $761.6K | 0.26% | +200+3.5% | Added |
| Arvest Bank Trust Division | 5,957 | $763.9K | 0.04% | −260−4.2% | Reduced |
| Kennedy Investment Group | 5,978 | $766.6K | 0.30% | −825−12.1% | Reduced |
| Mezzasalma Advisors, LLC | 6,036 | $774.1K | 0.20% | +44+0.7% | Added |
| Jeppson Wealth Management, LLC | 6,038 | $774.3K | 0.25% | −10−0.2% | Reduced |
| Heritage Wealth Management, Inc. | 6,045 | $775.3K | 0.23% | −100−1.6% | Reduced |
| North Star Asset Management Inc | 6,052 | $776.1K | 0.03% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 6,057 | $776.7K | 0.33% | −10.0% | Reduced |
| Stephens Inc | 6,057 | $776.8K | 0.01% | −260−4.1% | Reduced |
| Private Trust Co NA | 6,080 | $779.7K | 0.07% | +189+3.2% | Added |
| Federation des caisses Desjardins du Quebec | 6,104 | $782.8K | 0.00% | −131−2.1% | Reduced |
| Portside Wealth Group, LLC | 6,130 | $786.1K | 0.11% | +945+18.2% | Added |
| Cary Street Partners Financial LLC | 6,158 | $789.7K | 0.02% | −421−6.4% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 6,166 | $790.7K | 0.11% | +6,166 | New |
| St Germain D J Co Inc | 6,192 | $794.1K | 0.03% | +21+0.3% | Added |
| XML Financial, LLC | 6,211 | $796.5K | 0.06% | −3,418−35.5% | Reduced |
| Belpointe Asset Management LLC | 6,238 | $800.0K | 0.03% | +6,238 | New |
| Fortis Capital Advisors, LLC | 6,238 | $800.0K | 0.13% | +6,238 | New |
| Price T Rowe Associates Inc | 6,240 | $802.0K | 0.00% | −300−4.6% | Reduced |
| Peoples Bank | 6,260 | $802.8K | 0.80% | −428−6.4% | Reduced |
| Mraz, Amerine & Associates, Inc. | 6,298 | $807.7K | 0.13% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 6,313 | $809.6K | 0.02% | +5,769+1,060.5% | Added |
| Principal Street Partners, LLC | 6,320 | $810.5K | 0.13% | −5,908−48.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,362 | $815.9K | 0.03% | +111+1.8% | Added |
| Susquehanna International Group, LLP | 6,364 | $816.1K | 0.00% | +1,290+25.4% | Added |
| Gallacher Capital Management LLC | 6,377 | $817.8K | 0.32% | +1,006+18.7% | Added |
| Motco | 6,388 | $819.2K | 0.07% | +136+2.2% | Added |
| Sykon Capital LLC | 6,403 | $821.1K | 0.27% | +6,403 | New |
| Neville Rodie & Shaw Inc | 6,410 | $822.0K | 0.06% | 00.0% | Unchanged |
| Hutner Capital Management Inc | 6,433 | $824.9K | 0.35% | +646+11.2% | Added |
| Southeast Asset Advisors Inc. | 6,491 | $832.4K | 0.09% | +771+13.5% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 6,544 | $839.0K | 0.01% | +1,747+36.4% | Added |
| Sowell Financial Services LLC | 6,571 | $842.7K | 0.03% | −116−1.7% | Reduced |
| Harrell Investment Partners, LLC | 6,583 | $844.1K | 0.20% | +304+4.8% | Added |