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 |
|---|---|---|---|---|---|
| MeadowBrook Investment Advisors LLC | 700 | $88.0K | 0.08% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 674 | $86.0K | 0.01% | +49+7.8% | Added |
| WealthCollab, LLC | 667 | $85.5K | 0.04% | +30+4.7% | Added |
| Costello Asset Management, INC | 660 | $84.6K | 0.03% | +19+3.0% | Added |
| MTM Investment Management, LLC | 657 | $84.2K | 0.03% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 650 | $83.4K | 0.06% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 640 | $82.1K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 612 | $78.5K | 0.00% | +612 | New |
| Tripletail Wealth Management, LLC | 590 | $78.0K | 0.09% | +590 | New |
| Richardson Financial Services Inc. | 607 | $77.8K | 0.05% | +160+35.8% | Added |
| Pathway Financial Advisers, LLC | 603 | $77.2K | 0.02% | +603 | New |
| First Financial Corp | 599 | $76.8K | 0.03% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 584 | $74.9K | 0.02% | +584 | New |
| Barclays PLC | 563 | $72.2K | 0.00% | −498−46.9% | Reduced |
| Tompkins Financial Corp | 560 | $71.8K | 0.01% | −1,250−69.1% | Reduced |
| Duncker Streett & Co Inc | 552 | $70.8K | 0.01% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 50 | $70.5K | 0.06% | −500−90.9% | Reduced |
| First PREMIER Bank | 543 | $70.0K | 0.02% | +43+8.6% | Added |
| Hilltop National Bank | 538 | $69.0K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 536 | $68.7K | 0.01% | +23+4.5% | Added |
| Richardson Capital Management LLC | 535 | $68.6K | 0.03% | +535 | New |
| Orion Capital Management LLC | 533 | $68.4K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 533 | $68.4K | 0.00% | −115−17.7% | Reduced |
| Optimum Investment Advisors | 530 | $68.0K | 0.03% | 00.0% | Unchanged |
| Pflug Koory, LLC | 525 | $67.3K | 0.03% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 525 | $67.3K | 0.06% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 505 | $64.7K | 0.04% | 00.0% | Unchanged |
| Centennial Bank | 500 | $64.1K | 0.03% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 500 | $64.1K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 498 | $63.9K | 0.02% | +362+266.2% | Added |
| Westside Investment Management, Inc. | 484 | $63.8K | 0.01% | +242+100.0% | Added |
| LOM Asset Management Ltd | 475 | $61.0K | 0.02% | +475 | New |
| Salomon & Ludwin, LLC | 457 | $60.5K | 0.01% | +433+1,804.2% | Added |
| GW&K Investment Management, LLC | 470 | $60.0K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 464 | $59.5K | 0.05% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 462 | $59.2K | 0.04% | +93+25.2% | Added |
| Missouri Trust & Investment Co | 459 | $58.9K | 0.02% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 450 | $57.7K | 0.04% | +450 | New |
| Creative Financial Designs Inc | 449 | $57.6K | 0.00% | −38−7.8% | Reduced |
| Manchester Capital Management LLC | 447 | $57.3K | 0.01% | +9+2.1% | Added |
| Harbor Asset Planning, Inc. | 441 | $56.6K | 0.05% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 425 | $54.5K | 0.01% | 00.0% | Unchanged |
| Maseco LLP | 423 | $54.2K | 0.00% | +125+41.9% | Added |
| Fourth Dimension Wealth, LLC | 400 | $51.3K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 392 | $50.3K | 0.00% | −206−34.4% | Reduced |
| McIlrath & Eck, LLC | 375 | $48.1K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 370 | $47.4K | 0.03% | −44,404−99.2% | Reduced |
| Toronto Dominion Bank | 375 | $47.0K | 0.00% | +55+17.2% | Added |
| Vermillion Wealth Management, Inc. | 365 | $46.8K | 0.01% | 00.0% | Unchanged |
| Belvedere Trading LLC | 363 | $46.6K | 0.00% | −1−0.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 354 | $45.4K | 0.01% | −122−25.6% | Reduced |
| Quaker Wealth Management, LLC | 352 | $45.1K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 350 | $44.9K | 0.02% | 00.0% | Unchanged |
| Country Trust Bank | 342 | $43.9K | 0.00% | +110+47.4% | Added |
| Zions Bancorporation, National Association | 337 | $43.2K | 0.00% | −95−22.0% | Reduced |
| SOA Wealth Advisors, LLC. | 334 | $42.8K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 328 | $42.1K | 0.00% | +5+1.5% | Added |
| Aventura Private Wealth, LLC | 324 | $41.5K | 0.02% | 00.0% | Unchanged |
| Trust Co | 300 | $38.5K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 300 | $38.5K | 0.02% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 300 | $38.5K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 296 | $38.0K | 0.01% | +24+8.8% | Added |
| Legacy Bridge, LLC | 292 | $37.4K | 0.02% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 292 | $37.4K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 281 | $36.0K | 0.00% | +30+12.0% | Added |
| Alerus Financial NA | 281 | $36.0K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 277 | $35.5K | 0.02% | +42+17.9% | Added |
| South Plains Financial, Inc. | 271 | $34.8K | 0.02% | +76+39.0% | Added |
| Union Bancaire Privee, UBP SA | 281 | $34.7K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 267 | $34.2K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 264 | $33.9K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 259 | $33.2K | 0.01% | +259 | New |
| Highline Wealth Partners LLC | 258 | $33.1K | 0.01% | −32−11.0% | Reduced |
| Bank of New Hampshire | 255 | $32.7K | 0.01% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 250 | $32.1K | 0.02% | 00.0% | Unchanged |
| Resources Management Corp | 250 | $32.0K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 245 | $31.4K | 0.01% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 245 | $31.4K | 0.00% | +245 | New |
| TSFG, LLC | 233 | $30.0K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 232 | $29.8K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 228 | $29.2K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 225 | $28.9K | 0.00% | −150−40.0% | Reduced |
| Nexus Investment Management ULC | 220 | $28.2K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 220 | $28.2K | 0.01% | −8−3.5% | Reduced |
| WPG Advisers, LLC | 215 | $27.6K | 0.02% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 210 | $26.9K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 210 | $26.9K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 233 | $26.8K | 0.01% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 207 | $26.5K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 207 | $26.5K | 0.01% | 00.0% | Unchanged |
| Close Asset Management Ltd | 200 | $26.0K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 200 | $25.6K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 200 | $25.6K | 0.02% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 193 | $24.8K | 0.01% | −44−18.6% | Reduced |
| AdvisorNet Financial, Inc | 186 | $23.9K | 0.00% | −160−46.2% | Reduced |
| Quintet Private Bank (Europe) S.A. | 181 | $23.2K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 180 | $23.1K | 0.06% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 178 | $22.8K | 0.02% | +178 | New |
| First United Bank Trust | 175 | $22.4K | 0.01% | −25−12.5% | Reduced |
| Park Square Financial Group, LLC | 173 | $22.2K | 0.10% | −200−53.6% | Reduced |