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; 1,625 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 | 1,625 | $21.3B |
| Q1 2026 | 1,604 | $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 |
|---|---|---|---|---|---|
| LRI Investments, LLC | 2,894 | $371.1K | 0.03% | +116+4.2% | Added |
| Platform Technology Partners | 2,873 | $368.4K | 0.09% | −491−14.6% | Reduced |
| Community Bank & Trust, Waco, Texas | 2,851 | $366.0K | 0.08% | +144+5.3% | Added |
| one8zero8, LLC | 2,852 | $365.7K | 0.08% | +588+26.0% | Added |
| Flagship Harbor Advisors, LLC | 2,849 | $365.4K | 0.02% | +55+2.0% | Added |
| Sym Financial Corp | 2,841 | $364.3K | 0.04% | −556−16.4% | Reduced |
| Convergence Financial, LLC | 2,818 | $361.4K | 0.05% | −197−6.5% | Reduced |
| Magnus Financial Group LLC | 2,817 | $361.3K | 0.03% | +29+1.0% | Added |
| Thomasville National Bank | 2,814 | $360.9K | 0.02% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 2,809 | $360.2K | 0.15% | 00.0% | Unchanged |
| RiverGlades Family Offices LLC | 2,800 | $359.1K | 0.22% | 00.0% | Unchanged |
| Flywheel Private Wealth LLC | 2,797 | $358.7K | 0.28% | 00.0% | Unchanged |
| Rossby Financial, LCC | 2,723 | $358.7K | 0.12% | +59+2.2% | Added |
| Analyst IMS Investment Management Services Ltd. | 2,781 | $357.0K | 0.01% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 2,783 | $356.9K | 0.01% | +109+4.1% | Added |
| Busey Wealth Management | 2,780 | $356.5K | 0.01% | −109−3.8% | Reduced |
| High Net Worth Advisory Group LLC | 2,779 | $356.4K | 0.09% | −91−3.2% | Reduced |
| Essex Investment Management Co LLC | 2,775 | $355.9K | 0.05% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 2,763 | $354.3K | 0.04% | +29+1.1% | Added |
| Roehl & Yi Investment Advisors, LLC | 2,740 | $351.4K | 0.15% | −153−5.3% | Reduced |
| Guardian Wealth Advisors, LLC | 2,733 | $350.5K | 0.02% | 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 |
| Cape Cod Five Cents Savings Bank | 3,039 | $349.5K | 0.03% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 2,724 | $349.4K | 0.03% | +149+5.8% | Added |
| R Squared Ltd | 2,714 | $348.0K | 0.15% | −403−12.9% | Reduced |
| Stiles Financial Services Inc | 2,713 | $347.9K | 0.11% | −534−16.4% | Reduced |
| Philadelphia Trust Co | 2,700 | $346.0K | 0.02% | 00.0% | Unchanged |
| Viawealth, LLC | 2,696 | $345.7K | 0.19% | −267−9.0% | Reduced |
| Kapstone Financial Advisors LLC | 2,695 | $345.6K | 0.16% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 2,693 | $345.4K | 0.03% | −165−5.8% | Reduced |
| Global Trust Asset Management, LLC | 2,692 | $345.2K | 0.16% | −10−0.4% | Reduced |
| Wealthcare Advisory Partners LLC | 2,675 | $343.0K | 0.01% | −10−0.4% | Reduced |
| Berkshire Bank | 2,674 | $342.9K | 0.07% | −439−14.1% | Reduced |
| Integrated Advisors Network LLC | 2,672 | $342.7K | 0.01% | +1,009+60.7% | Added |
| Watershed Private Wealth LLC | 2,665 | $341.8K | 0.11% | 00.0% | Unchanged |
| Key Financial Inc | 2,592 | $341.4K | 0.06% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 2,655 | $340.5K | 0.02% | −30−1.1% | Reduced |
| Nixon Peabody Trust Co | 2,652 | $340.1K | 0.02% | −3,797−58.9% | Reduced |
| Pure Financial Advisors, Inc. | 2,645 | $339.2K | 0.01% | −866−24.7% | Reduced |
| Roundview Capital LLC | 2,645 | $339.2K | 0.02% | 00.0% | Unchanged |
| Apexium Financial, LP | 2,634 | $337.8K | 0.02% | +21+0.8% | Added |
| 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 |
| Consolidated Portfolio Review Corp | 2,629 | $337.1K | 0.04% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 2,628 | $337.0K | 0.02% | −204−7.2% | Reduced |
| Formidable Asset Management, LLC | 2,775 | $335.8K | 0.05% | −775−21.8% | Reduced |
| a16z Perennial Management, L.P. | 2,618 | $335.7K | 0.03% | +2,618 | New |
| MONECO Advisors, LLC | 2,614 | $335.2K | 0.03% | −21−0.8% | Reduced |
| Maia Wealth LLC | 2,633 | $334.9K | 0.06% | +47+1.8% | Added |
| Eagle Strategies LLC | 2,603 | $333.8K | 0.04% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 2,601 | $333.6K | 0.05% | 00.0% | Unchanged |
| Jacobs & Co | 2,600 | $333.0K | 0.03% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 2,595 | $332.8K | 0.09% | +45+1.8% | Added |
| Beese Fulmer Investment Management, Inc. | 2,590 | $332.1K | 0.02% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 2,573 | $330.0K | 0.07% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 2,562 | $328.5K | 0.11% | +2,562 | New |
| Clear Creek Financial Management, LLC | 2,561 | $328.4K | 0.03% | +2,561 | New |
| Personal Cfo Solutions, LLC | 2,560 | $328.3K | 0.06% | +440+20.8% | 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 |
| Change Path, LLC | 2,545 | $326.4K | 0.01% | +88+3.6% | Added |
| GF Fund Management Co. Ltd. | 2,542 | $326.0K | 0.01% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 2,528 | $324.2K | 0.18% | +2,528 | New |
| Wimmer Associates 1, LLC | 2,524 | $323.7K | 0.16% | 00.0% | Unchanged |
| 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 |
| CFS Investment Advisory Services, LLC | 2,455 | $320.0K | 0.02% | −516−17.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 2,490 | $319.3K | 0.03% | +413+19.9% | Added |
| Stonegate Investment Group, LLC | 2,488 | $319.1K | 0.01% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 2,489 | $319.1K | 0.06% | +738+42.1% | Added |
| Bruce G. Allen Investments, LLC | 2,469 | $316.6K | 0.23% | +21+0.9% | Added |
| Laraway Financial Inc | 2,467 | $316.4K | 0.22% | 00.0% | Unchanged |
| Intrua Financial, LLC | 2,461 | $315.6K | 0.04% | +2,461 | New |
| Sheets Smith Wealth Management | 2,450 | $314.2K | 0.04% | 00.0% | Unchanged |
| Essex LLC | 2,450 | $314.2K | 0.06% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 2,425 | $311.0K | 0.21% | 00.0% | Unchanged |
| Lawson Kroeker Investment Management Inc | 2,402 | $308.0K | 0.06% | 00.0% | Unchanged |
| Wealthstream Advisors, Inc. | 2,402 | $308.0K | 0.05% | +427+21.6% | Added |
| Revisor Wealth Management LLC | 2,339 | $306.6K | 0.11% | +35+1.5% | Added |
| Argyle Capital Management Inc. | 2,375 | $304.6K | 0.11% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 2,372 | $304.2K | 0.09% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,371 | $304.1K | 0.01% | +419+21.5% | Added |
| Enterprise Financial Services Corp | 2,367 | $303.5K | 0.16% | −62−2.6% | Reduced |
| Clear Street Markets LLC | 2,365 | $303.3K | 0.10% | +1,833+344.5% | Added |
| Horizon Wealth Management, LLC | 2,354 | $301.9K | 0.04% | 00.0% | Unchanged |
| National Philanthropic Trust | 2,349 | $301.2K | 0.00% | +2,349 | New |
| Cardinal Point Capital Management, ULC | 2,345 | $300.7K | 0.02% | +2,345 | New |
| BBR Partners, LLC | 2,343 | $300.5K | 0.02% | −222−8.7% | Reduced |
| Wealth Alliance Advisory Group, LLC | 2,340 | $300.1K | 0.05% | −360−13.3% | Reduced |
| New Republic Capital, LLC | 2,340 | $300.1K | 0.09% | +320+15.8% | Added |
| Apella Capital, LLC | 2,290 | $299.5K | 0.01% | +270+13.4% | Added |
| Shoker Investment Counsel, Inc. | 2,335 | $299.4K | 0.09% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 2,329 | $298.7K | 0.10% | 00.0% | Unchanged |
| Armor Investment Advisors, LLC | 2,319 | $297.4K | 0.09% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 2,300 | $295.0K | 0.05% | 00.0% | Unchanged |
| Kendall Capital Management | 2,295 | $294.3K | 0.07% | −50−2.1% | Reduced |
| Whalerock Point Partners, LLC | 2,290 | $293.7K | 0.06% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 2,282 | $292.6K | 0.00% | +2,282 | New |
| Blue Barn Wealth, LLC | 2,277 | $292.0K | 0.13% | +92+4.2% | Added |