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 |
|---|---|---|---|---|---|
| Means Investment Co., Inc. | 6,587 | $844.7K | 0.07% | −525−7.4% | Reduced |
| Texas Bank & Trust Co | 6,603 | $846.8K | 0.32% | −600−8.3% | Reduced |
| Net Worth Advisory Group | 6,609 | $847.6K | 0.25% | −404−5.8% | Reduced |
| Wedmont Private Capital | 6,467 | $850.7K | 0.03% | −66−1.0% | Reduced |
| Goldstone Financial Group, LLC | 6,637 | $851.1K | 0.10% | +386+6.2% | Added |
| JNBA Financial Advisors | 6,657 | $853.6K | 0.08% | −417−5.9% | Reduced |
| First Horizon Corp | 6,664 | $854.6K | 0.04% | +6,664 | New |
| Brighton Jones LLC | 6,679 | $856.6K | 0.02% | +677+11.3% | Added |
| Financial Engines Advisors L.L.C. | 6,692 | $858.2K | 0.00% | −9−0.1% | Reduced |
| Jackson Square Capital, LLC | 6,724 | $862.3K | 0.19% | +1,103+19.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,551 | $862.4K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 6,726 | $862.5K | 0.07% | −200−2.9% | Reduced |
| Marotta Asset Management | 6,572 | $865.7K | 0.16% | −51−0.8% | Reduced |
| Gilliland Jeter Wealth Management LLC | 6,753 | $866.0K | 0.27% | −127−1.8% | Reduced |
| Lantz Financial LLC | 6,761 | $867.0K | 0.19% | +134+2.0% | Added |
| Liberty One Investment Management, LLC | 6,822 | $875.0K | 0.05% | +857+14.4% | Added |
| Kimelman & Baird, LLC | 6,850 | $878.4K | 0.07% | 00.0% | Unchanged |
| Cypress Asset Management Inc | 6,875 | $881.6K | 0.20% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 6,894 | $881.7K | 0.01% | +139+2.1% | Added |
| Bangor Savings Bank | 6,901 | $885.0K | 0.07% | −677−8.9% | Reduced |
| Financial & Tax Architects, LLC | 6,955 | $891.9K | 0.20% | +877+14.4% | Added |
| Lee Danner & Bass Inc | 6,959 | $892.4K | 0.06% | −364−5.0% | Reduced |
| Romano Brothers and Company | 7,043 | $903.2K | 0.10% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 7,057 | $904.9K | 0.01% | +500+7.6% | Added |
| Resources Investment Advisors, LLC. | 7,080 | $908.0K | 0.01% | +531+8.1% | Added |
| St. Clair Advisors, LLC | 7,092 | $909.5K | 0.24% | 00.0% | Unchanged |
| Osprey Private Wealth LLC | 7,150 | $916.9K | 0.33% | +475+7.1% | Added |
| 1832 Asset Management L.P. | 7,200 | $923.3K | 0.00% | +698+10.7% | Added |
| Centaurus Financial, Inc. | 7,222 | $926.0K | 0.04% | +1,237+20.7% | Added |
| South State Corp. | 7,241 | $928.6K | 0.04% | −1,051−12.7% | Reduced |
| Central Trust Co | 7,250 | $929.8K | 0.02% | −79−1.1% | Reduced |
| Twin City Private Wealth, LLC | 7,336 | $940.8K | 0.73% | −46−0.6% | Reduced |
| Associated Banc-Corp | 7,356 | $943.3K | 0.02% | −745−9.2% | Reduced |
| Ruggaard & Associates LLC | 7,399 | $948.8K | 0.36% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 7,420 | $951.5K | 0.27% | −539−6.8% | Reduced |
| May Hill Capital, LLC | 7,505 | $962.4K | 0.28% | +1,231+19.6% | Added |
| Gladstone Institutional Advisory LLC | 7,533 | $966.1K | 0.04% | +476+6.7% | Added |
| Covenant Partners, LLC | 7,542 | $967.2K | 0.27% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 7,563 | $969.9K | 0.07% | +60+0.8% | Added |
| Kingsview Wealth Management, LLC | 7,645 | $980.4K | 0.01% | +223+3.0% | Added |
| Montag A & Associates Inc | 7,650 | $981.1K | 0.05% | +75+1.0% | Added |
| Versant Capital Management, Inc | 7,686 | $985.7K | 0.13% | −27−0.4% | Reduced |
| Kennon-Green & Company, LLC | 7,846 | $1.01M | 0.78% | 00.0% | Unchanged |
| Valley National Advisers Inc | 7,884 | $1.01M | 0.16% | −149−1.9% | Reduced |
| Jacobi Capital Management LLC | 7,883 | $1.01M | 0.06% | +390+5.2% | Added |
| Five Oceans Advisors | 7,908 | $1.01M | 0.37% | 00.0% | Unchanged |
| Castlekeep Investment Advisors LLC | 7,923 | $1.02M | 0.48% | −3,189−28.7% | Reduced |
| Avidian Wealth Solutions, LLC | 7,927 | $1.02M | 0.04% | +178+2.3% | Added |
| SRS Capital Advisors, Inc. | 7,929 | $1.02M | 0.01% | +4,602+138.3% | Added |
| Axxcess Wealth Management, LLC | 7,931 | $1.02M | 0.02% | +3,002+60.9% | Added |
| National Asset Management, Inc. | 7,972 | $1.02M | 0.05% | −1,248−13.5% | Reduced |
| Sage Rhino Capital LLC | 8,019 | $1.03M | 0.20% | −101−1.2% | Reduced |
| Guerra Advisors Inc | 8,033 | $1.03M | 0.38% | +2,291+39.9% | Added |
| Keystone Financial Services | 8,051 | $1.03M | 0.32% | +482+6.4% | Added |
| Harbour Trust & Investment Management Co | 8,063 | $1.03M | 0.11% | −100−1.2% | Reduced |
| Keel Point, LLC | 8,079 | $1.04M | 0.06% | +333+4.3% | Added |
| SevenBridge Financial Group, LLC | 7,879 | $1.04M | 0.17% | −1,382−14.9% | Reduced |
| Beverly Hills Private Wealth, LLC | 8,141 | $1.04M | 0.18% | −421−4.9% | Reduced |
| Independence Bank of Kentucky | 8,157 | $1.05M | 0.13% | −1,050−11.4% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 8,222 | $1.05M | 0.01% | +8,222 | New |
| RD Lewis Holdings, Inc. | 7,991 | $1.06M | 0.99% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 8,363 | $1.07M | 0.97% | −542−6.1% | Reduced |
| Northcape Wealth Management, LLC | 8,370 | $1.07M | 0.31% | 00.0% | Unchanged |
| YANKCOM Partnership | 8,409 | $1.08M | 0.49% | −595−6.6% | Reduced |
| Sittner & Nelson, LLC | 8,417 | $1.08M | 0.39% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 8,421 | $1.08M | 0.05% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 8,446 | $1.08M | 0.14% | +419+5.2% | Added |
| Fifth Third Wealth Advisors LLC | 8,521 | $1.09M | 0.04% | +1,421+20.0% | Added |
| TrueMark Investments, LLC | 8,525 | $1.09M | 0.19% | +1,100+14.8% | Added |
| Eastern Bank | 8,576 | $1.10M | 0.02% | −978−10.2% | Reduced |
| Chicago Trust Co NA | 8,580 | $1.10M | 0.15% | +709+9.0% | Added |
| Chilton Capital Management LLC | 8,620 | $1.11M | 0.04% | −1,210−12.3% | Reduced |
| Clarius Group, LLC | 8,652 | $1.11M | 0.07% | −979−10.2% | Reduced |
| Meridian Wealth Management, LLC | 8,688 | $1.11M | 0.04% | +242+2.9% | Added |
| Tiaa Trust, National Association | 8,710 | $1.12M | 0.00% | +428+5.2% | Added |
| Simmons Bank | 8,713 | $1.12M | 0.07% | −16−0.2% | Reduced |
| Valmark Advisers, Inc. | 8,725 | $1.12M | 0.01% | −88−1.0% | Reduced |
| Kensington Investment Counsel, LLC | 8,747 | $1.12M | 0.46% | −353−3.9% | Reduced |
| Squarepoint Ops LLC | 8,841 | $1.13M | 0.00% | −18,692−67.9% | Reduced |
| Beaton Management Co. Inc. | 8,873 | $1.14M | 0.52% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 8,918 | $1.14M | 0.07% | +1,337+17.6% | Added |
| Cambridge Advisors Inc. | 8,975 | $1.15M | 0.22% | 00.0% | Unchanged |
| AE Wealth Management LLC | 9,030 | $1.16M | 0.01% | +1,741+23.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 9,052 | $1.16M | 0.00% | −28−0.3% | Reduced |
| 1620 Investment Advisors, Inc. | 9,064 | $1.16M | 0.79% | +106+1.2% | Added |
| Old National Bancorp | 9,075 | $1.16M | 0.02% | −451−4.7% | Reduced |
| Court Place Advisors, LLC | 9,120 | $1.17M | 0.35% | 00.0% | Unchanged |
| Walleye Trading LLC | 9,181 | $1.18M | 0.02% | +9,181 | New |
| LCNB Corp | 9,231 | $1.18M | 0.41% | −90−1.0% | Reduced |
| Value Partners Investments Inc. | 9,259 | $1.19M | 0.10% | +868+10.3% | Added |
| Pitcairn Co | 9,291 | $1.19M | 0.09% | −210−2.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 9,338 | $1.20M | 0.02% | −4,293−31.5% | Reduced |
| WealthPlan Investment Management, LLC | 9,394 | $1.20M | 0.08% | +80+0.9% | Added |
| WSFS Capital Management, LLC | 9,401 | $1.21M | 0.06% | −1,870−16.6% | Reduced |
| FRG Family Wealth Advisors LLC | 9,440 | $1.21M | 0.19% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 9,451 | $1.21M | 0.08% | +3,830+68.1% | Added |
| PDS Planning, Inc | 9,459 | $1.21M | 0.08% | +390+4.3% | Added |
| Welch Group, LLC | 9,466 | $1.21M | 0.05% | 00.0% | Unchanged |
| Becker Capital Management Inc | 9,477 | $1.22M | 0.04% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 9,547 | $1.22M | 0.43% | +186+2.0% | Added |