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 |
|---|---|---|---|---|---|
| Paradigm Capital Management, LLC | 2,275 | $292.0K | 0.29% | −500−18.0% | Reduced |
| Inscription Capital, LLC | 2,272 | $291.4K | 0.03% | +324+16.6% | Added |
| Financial Security Advisor, Inc. | 2,259 | $289.7K | 0.06% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 2,250 | $288.6K | 0.05% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 2,242 | $287.6K | 0.04% | +398+21.6% | Added |
| Wealth Dimensions Group, Ltd. | 2,240 | $287.2K | 0.06% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 2,236 | $286.7K | 0.07% | +2,236 | New |
| StoneX Group Inc. | 2,231 | $286.1K | 0.01% | +7+0.3% | Added |
| Paradigm Asset Management Co LLC | 2,228 | $285.7K | 0.07% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 2,227 | $285.6K | 0.01% | −1,319−37.2% | Reduced |
| Oakworth Capital, Inc. | 2,227 | $285.6K | 0.02% | −92−4.0% | Reduced |
| Dillon & Associates Inc | 2,227 | $285.0K | 0.04% | −50−2.2% | Reduced |
| BIP Wealth, LLC | 2,214 | $283.9K | 0.01% | +2,214 | New |
| Mattern Capital Management, LLC | 2,211 | $283.5K | 0.03% | −5−0.2% | Reduced |
| IFG Advisory, LLC | 2,209 | $283.3K | 0.01% | −93−4.0% | Reduced |
| Gimbal Financial | 2,205 | $282.8K | 0.17% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 2,200 | $282.1K | 0.16% | −170−7.2% | Reduced |
| Guardian Partners Inc. | 2,140 | $281.9K | 0.02% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 2,198 | $281.9K | 0.02% | +40+1.9% | Added |
| Narus Financial Partners, LLC | 2,189 | $280.7K | 0.08% | +381+21.1% | Added |
| Cannon Advisors, Inc. | 2,130 | $280.4K | 0.19% | +2,130 | New |
| Eagle Harbor Asset Management Inc | 2,157 | $276.6K | 0.24% | +200+10.2% | Added |
| Atlantic Edge Private Wealth Management, LLC | 2,155 | $276.4K | 0.07% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 2,150 | $276.0K | 0.10% | +150+7.5% | Added |
| Vanguard Capital Wealth Advisors | 2,150 | $275.7K | 0.22% | −7−0.3% | Reduced |
| RVW Wealth, LLC | 2,148 | $275.5K | 0.02% | 00.0% | Unchanged |
| Farmers National Bank | 2,145 | $275.1K | 0.07% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 2,140 | $274.4K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 2,140 | $274.4K | 0.03% | +49+2.3% | Added |
| Claro Advisors LLC | 2,136 | $274.0K | 0.04% | −74−3.3% | Reduced |
| Prospect Financial Group LLC | 2,134 | $273.7K | 0.27% | 00.0% | Unchanged |
| Braun-Bostich & Associates Inc. | 2,127 | $272.8K | 0.17% | −157−6.9% | Reduced |
| Cypress Wealth Services, LLC | 2,126 | $272.6K | 0.04% | +4+0.2% | Added |
| Cambiar Investors LLC | 2,114 | $271.1K | 0.01% | −189−8.2% | Reduced |
| BKD Wealth Advisors, LLC | 2,101 | $269.4K | 0.01% | −527−20.1% | Reduced |
| Clearbridge Investments, LLC | 2,101 | $269.4K | 0.00% | −250−10.6% | Reduced |
| Dakota Community Bank & Trust NA | 2,080 | $266.7K | 1.05% | −177−7.8% | Reduced |
| Koshinski Asset Management, Inc. | 2,070 | $265.5K | 0.02% | +104+5.3% | Added |
| Berkeley Capital Partners, LLC | 2,067 | $265.1K | 0.06% | +140+7.3% | Added |
| Elk River Wealth Management, LLC | 2,060 | $264.2K | 0.04% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 2,062 | $264.0K | 0.01% | 00.0% | Unchanged |
| Causeway Capital Management LLC | 2,054 | $263.4K | 0.00% | −30−1.4% | Reduced |
| F/M Investments LLC | 2,050 | $262.9K | 0.01% | 00.0% | Unchanged |
| Hudson Capital Management LLC | 2,048 | $262.7K | 0.07% | 00.0% | Unchanged |
| Norden Group LLC | 2,045 | $262.2K | 0.03% | +2,045 | New |
| PEAK6 LLC | 2,042 | $261.9K | 0.01% | −13,474−86.8% | Reduced |
| Connecticut Wealth Management, LLC | 2,040 | $261.6K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,984 | $261.3K | 0.09% | 00.0% | Unchanged |
| Capital Advisors Inc | 2,027 | $259.9K | 0.00% | +83+4.3% | Added |
| Cornerstone Advisory, LLC | 2,025 | $259.7K | 0.03% | +12+0.6% | Added |
| Western Wealth Management, LLC | 2,017 | $258.6K | 0.01% | +52+2.6% | Added |
| Greykasell Wealth Strategies, Inc. | 2,013 | $258.1K | 0.11% | 00.0% | Unchanged |
| Group One Trading, L.P. | 2,006 | $257.2K | 0.01% | +2,006 | New |
| Stanley-Laman Group, Ltd. | 2,000 | $256.5K | 0.04% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 2,000 | $256.5K | 0.04% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 2,000 | $256.5K | 0.03% | +2,000 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 2,000 | $256.5K | 0.00% | 00.0% | Unchanged |
| Courier Capital LLC | 1,998 | $256.2K | 0.01% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 1,991 | $255.3K | 0.01% | +1,991 | New |
| Equitable Trust Co | 1,991 | $255.3K | 0.01% | 00.0% | Unchanged |
| Smith, Moore & Co. | 1,989 | $255.0K | 0.02% | +34+1.7% | Added |
| Cura Wealth Advisors, LLC | 1,988 | $254.9K | 0.10% | +82+4.3% | Added |
| M. Kulyk & Associates, LLC | 1,980 | $253.9K | 0.05% | −390−16.5% | Reduced |
| Capital Asset Advisory Services LLC | 1,970 | $252.6K | 0.01% | −222−10.1% | Reduced |
| Plimoth Trust Co LLC | 1,967 | $252.2K | 0.06% | −100−4.8% | Reduced |
| Hurlow Wealth Management Group, Inc. | 1,963 | $251.7K | 0.07% | −1,006−33.9% | Reduced |
| Hall Capital Management Co Inc | 1,960 | $251.3K | 0.10% | −395−16.8% | Reduced |
| Spinnaker Trust | 1,959 | $251.2K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,956 | $250.9K | 0.01% | −697−26.3% | Reduced |
| Gotham Asset Management, LLC | 1,956 | $250.8K | 0.00% | +191+10.8% | Added |
| Sonora Investment Management Group, LLC | 1,946 | $249.6K | 0.02% | −250−11.4% | Reduced |
| Barry Investment Advisors, LLC | 1,940 | $248.7K | 0.06% | −170−8.1% | Reduced |
| Commonwealth Retirement Investments LLC | 1,931 | $247.6K | 0.08% | 00.0% | Unchanged |
| Binnacle Investments Inc | 1,931 | $247.6K | 0.15% | +162+9.2% | Added |
| Allred Capital Management, LLC | 1,929 | $247.4K | 0.09% | +1,929 | New |
| Cary Street Partner Investment Advisory LLC | 1,926 | $246.9K | 0.10% | +490+34.1% | Added |
| Nations Financial Group Inc, | 1,924 | $246.8K | 0.02% | +1,924 | New |
| Redwood Wealth Management Group, LLC | 1,913 | $245.3K | 0.10% | −150−7.3% | Reduced |
| NorthRock Partners, LLC | 1,913 | $245.3K | 0.00% | +1,913 | New |
| Centiva Capital, LP | 1,910 | $244.9K | 0.02% | +1,910 | New |
| Community Bank, N.A. | 1,906 | $244.4K | 0.03% | +278+17.1% | Added |
| Aspiriant, LLC | 1,903 | $244.0K | 0.01% | −140−6.9% | Reduced |
| South Street Advisors LLC | 1,900 | $243.7K | 0.03% | +1,900 | New |
| TownSquare Capital, LLC | 1,894 | $242.9K | 0.04% | −3,966−67.7% | Reduced |
| First Nebraska Trust Co | 1,887 | $242.0K | 0.02% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 1,880 | $241.1K | 0.00% | +1,880 | New |
| Liberty Wealth Management LLC | 1,877 | $240.7K | 0.03% | +28+1.5% | Added |
| Colonial Trust Advisors | 1,873 | $240.3K | 0.02% | +872+87.1% | Added |
| Tower Wealth Partners, Inc. | 1,872 | $240.1K | 0.13% | +1,872 | New |
| Kingswood Wealth Advisors, LLC | 1,851 | $237.4K | 0.01% | +1,851 | New |
| JGP Wealth Management, LLC | 1,812 | $237.3K | 0.03% | +1,812 | New |
| Rockland Trust Co | 1,850 | $237.2K | 0.01% | 00.0% | Unchanged |
| Excalibur Management Corp | 1,828 | $234.4K | 0.09% | 00.0% | Unchanged |
| Trace Wealth Advisors, LLC | 1,825 | $234.0K | 0.17% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 1,817 | $233.0K | 0.01% | +1,817 | New |
| Wayfinding Financial, LLC | 1,822 | $233.0K | 0.10% | +16+0.9% | Added |
| ORG Wealth Partners, LLC | 1,816 | $232.9K | 0.05% | +1,816 | New |
| Private Wealth Partners, LLC | 1,812 | $232.4K | 0.02% | −500−21.6% | Reduced |
| Jackson Thornton Asset Management, LLC | 1,747 | $231.1K | 0.02% | +1,747 | New |
| von Borstel & Associates, Inc. | 1,822 | $231.0K | 0.04% | +1,822 | New |