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 |
|---|---|---|---|---|---|
| First County Bank | 1,794 | $230.1K | 0.12% | +75+4.4% | Added |
| Employees Retirement System of Texas | 1,794 | $230.0K | 0.00% | +1,794 | New |
| Lion Street Advisors, LLC | 2,772 | $229.4K | 0.08% | +2,772 | New |
| American National Bank | 1,786 | $229.0K | 0.02% | −2,216−55.4% | Reduced |
| Pallas Capital Advisors LLC | 1,783 | $228.7K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,774 | $227.5K | 0.06% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 1,768 | $226.7K | 0.05% | −50−2.8% | Reduced |
| Oregon Pacific Wealth Management, LLC | 1,768 | $226.7K | 0.20% | −45−2.5% | Reduced |
| Abacus Wealth Partners, LLC | 1,766 | $226.5K | 0.03% | −225−11.3% | Reduced |
| Blue Fin Capital, Inc. | 1,763 | $226.1K | 0.04% | −298−14.5% | Reduced |
| Capital Advantage, Inc. | 1,757 | $225.3K | 0.03% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 1,755 | $225.1K | 0.10% | 00.0% | Unchanged |
| Marietta Wealth Management, LLC | 1,753 | $224.8K | 0.03% | +1,753 | New |
| FSM Wealth Advisors, LLC | 1,751 | $224.5K | 0.03% | +99+6.0% | Added |
| Round Rock Advisors, LLC | 1,750 | $224.4K | 0.04% | −3,500−66.7% | Reduced |
| Goepper Burkhardt LLC | 1,750 | $224.4K | 0.08% | 00.0% | Unchanged |
| Fulcrum Equity Management | 1,749 | $224.3K | 0.23% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 1,730 | $223.4K | 0.01% | −13−0.7% | Reduced |
| Summitry LLC | 1,730 | $221.9K | 0.01% | +1,730 | New |
| Bristlecone Advisors, LLC | 1,726 | $221.3K | 0.02% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 1,718 | $220.3K | 0.01% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 1,695 | $220.3K | 0.05% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 1,709 | $219.2K | 0.04% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 1,695 | $217.4K | 0.00% | +1,695 | New |
| Tritonpoint Wealth, LLC | 1,690 | $216.7K | 0.02% | +16+1.0% | Added |
| PFG Advisors | 1,685 | $216.1K | 0.01% | +1,685 | New |
| Cobblestone Capital Advisors LLC | 1,684 | $216.0K | 0.01% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 1,681 | $215.6K | 0.15% | 00.0% | Unchanged |
| Sapient Capital LLC | 1,734 | $215.2K | 0.00% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 1,675 | $214.8K | 0.03% | 00.0% | Unchanged |
| Schnieders Capital Management, LLC. | 1,671 | $214.3K | 0.04% | +1,671 | New |
| GM Advisory Group, Inc. | 1,668 | $213.9K | 0.01% | −825−33.1% | Reduced |
| Post Resch Tallon Group Inc. | 1,665 | $213.5K | 0.19% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 1,650 | $211.7K | 0.02% | −37−2.2% | Reduced |
| Capital Performance Advisors LLP | 1,645 | $211.0K | 0.03% | +1,645 | New |
| Ledyard National Bank | 1,641 | $210.4K | 0.02% | −107−6.1% | Reduced |
| Total Clarity Wealth Management, Inc. | 1,638 | $210.1K | 0.06% | −192−10.5% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 1,637 | $209.9K | 0.06% | +1,637 | New |
| Marks Group Wealth Management, Inc | 1,636 | $209.8K | 0.02% | +1,636 | New |
| Harbor Investment Advisory, LLC | 1,635 | $209.7K | 0.02% | −57−3.4% | Reduced |
| Old Mission Investment Co LLC | 1,631 | $209.2K | 0.05% | +1,631 | New |
| Westfuller Advisors, LLC | 1,628 | $208.7K | 0.09% | +1,628 | New |
| Soltis Investment Advisors LLC | 1,620 | $207.7K | 0.01% | +1,620 | New |
| Madison Asset Management, LLC | 1,619 | $207.6K | 0.00% | +1,619 | New |
| CRA Financial Services, LLC | 1,616 | $207.2K | 0.03% | −261−13.9% | Reduced |
| Centurion Wealth Management LLC | 1,600 | $205.2K | 0.05% | +1,600 | New |
| Avalon Trust Co | 1,590 | $203.9K | 0.01% | +357+29.0% | Added |
| Berman McAleer LLC | 1,581 | $202.7K | 0.03% | +1,581 | New |
| Brown, Lisle/Cummings, Inc. | 1,578 | $202.4K | 0.05% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,556 | $199.5K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 1,542 | $197.7K | 0.03% | +1+0.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,537 | $197.1K | 0.00% | +3+0.2% | Added |
| AllSquare Wealth Management LLC | 1,479 | $189.7K | 0.10% | 00.0% | Unchanged |
| Spire Wealth Management | 1,465 | $187.8K | 0.01% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 1,454 | $186.0K | 0.00% | +1,454 | New |
| HHM Wealth Advisors, LLC | 1,450 | $185.9K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 1,429 | $183.3K | 0.14% | −40−2.7% | Reduced |
| Cascades Capital Asset Management, LLC | 1,425 | $182.7K | 0.08% | −68−4.6% | Reduced |
| Larson Financial Group LLC | 1,420 | $182.1K | 0.01% | +363+34.3% | Added |
| Hills Bank & Trust Co | 1,412 | $181.1K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,404 | $180.0K | 0.01% | −421−23.1% | Reduced |
| North Star Investment Management Corp. | 1,376 | $176.5K | 0.01% | +16+1.2% | Added |
| Rosenberg Matthew Hamilton | 1,342 | $172.1K | 0.04% | +35+2.7% | Added |
| United Community Bank | 1,296 | $166.2K | 0.05% | −50−3.7% | Reduced |
| SJS Investment Consulting Inc. | 1,288 | $165.2K | 0.02% | +1,288 | New |
| Concord Wealth Partners | 1,287 | $165.0K | 0.02% | −309−19.4% | Reduced |
| Tower Research Capital LLC (TRC) | 1,285 | $164.8K | 0.00% | −310−19.4% | Reduced |
| Monetary Management Group Inc | 1,259 | $161.5K | 0.04% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,249 | $160.2K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,212 | $155.4K | 0.00% | −10−0.8% | Reduced |
| Tacita Capital Inc | 1,200 | $153.9K | 0.09% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,164 | $149.3K | 0.02% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 1,155 | $148.1K | 0.01% | −253−18.0% | Reduced |
| North Capital, Inc. | 1,106 | $141.8K | 0.11% | +1+0.1% | Added |
| Foster Dykema Cabot & Partners, LLC | 1,094 | $140.3K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 1,052 | $134.9K | 0.02% | −50−4.5% | Reduced |
| Glen Eagle Advisors, LLC | 1,009 | $129.4K | 0.02% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 995 | $127.6K | 0.03% | −60−5.7% | Reduced |
| Rakuten Securities, Inc. | 990 | $127.0K | 0.05% | +984+16,400.0% | Added |
| GPS Wealth Strategies Group, LLC | 982 | $125.9K | 0.01% | 00.0% | Unchanged |
| Pandora Wealth, Inc. | 977 | $125.3K | 0.08% | 00.0% | Unchanged |
| High Note Wealth, LLC | 974 | $124.9K | 0.03% | −4−0.4% | Reduced |
| Citizens National Bank Trust Department | 925 | $118.6K | 0.02% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 900 | $115.4K | 0.02% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 899 | $115.3K | 0.01% | +899 | New |
| CGC Financial Services, LLC | 872 | $111.8K | 0.03% | 00.0% | Unchanged |
| City State Bank | 855 | $109.6K | 0.03% | 00.0% | Unchanged |
| Crewe Advisors LLC | 822 | $105.4K | 0.01% | +47+6.1% | Added |
| Cape Investment Advisory, Inc. | 821 | $105.3K | 0.10% | −80−8.9% | Reduced |
| Edmond de Rothschild Holding S.A. | 800 | $102.6K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 786 | $100.8K | 0.01% | +41+5.5% | Added |
| Smithfield Trust Co | 774 | $99.0K | 0.00% | −250−24.4% | Reduced |
| Grove Bank & Trust | 752 | $96.4K | 0.01% | −266−26.1% | Reduced |
| Washington Trust Advisors, Inc. | 739 | $94.7K | 0.01% | −3−0.4% | Reduced |
| Bullock Wealth Management Group | 693 | $91.3K | 0.05% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 710 | $91.0K | 0.01% | 00.0% | Unchanged |
| 10Elms LLP | 700 | $89.8K | 0.08% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 700 | $89.8K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 696 | $89.3K | 0.02% | −124−15.1% | Reduced |
| BFSG, LLC | 695 | $89.1K | 0.01% | +9+1.3% | Added |