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 |
|---|---|---|---|---|---|
| Trust Co of Vermont | 45,739 | $5.87M | 0.26% | −819−1.8% | Reduced |
| Fred Alger Management, LLC | 45,590 | $5.85M | 0.02% | +6,078+15.4% | Added |
| Sofos Investments, Inc. | 45,481 | $5.83M | 1.15% | +45,481 | New |
| Glenmede Investment Management, LP | 45,234 | $5.80M | 0.03% | +18,897+71.8% | Added |
| First Manhattan Co | 44,923 | $5.76M | 0.02% | −925−2.0% | Reduced |
| Pensionmark Financial Group, LLC | 44,495 | $5.71M | 0.12% | +1,738+4.1% | Added |
| Henry James International Management, Inc. | 43,599 | $5.59M | 1.71% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 43,531 | $5.58M | 0.65% | +1,448+3.4% | Added |
| Lido Advisors, LLC | 43,096 | $5.53M | 0.02% | +13,095+43.6% | Added |
| RMB Capital Management, LLC | 42,848 | $5.49M | 0.10% | −17,374−28.8% | Reduced |
| Brinker Capital Investments, LLC | 42,790 | $5.49M | 0.04% | +3,321+8.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 42,122 | $5.40M | 0.02% | +13,758+48.5% | Added |
| Davenport & Co LLC | 42,036 | $5.39M | 0.03% | +8,353+24.8% | Added |
| Perennial Advisors, LLC | 41,937 | $5.38M | 0.93% | −80.0% | Reduced |
| Sequoia Financial Advisors, LLC | 41,795 | $5.36M | 0.03% | +3,832+10.1% | Added |
| Private Advisor Group, LLC | 41,400 | $5.31M | 0.03% | +260+0.6% | Added |
| Hantz Financial Services, Inc. | 40,980 | $5.25M | 0.08% | +14,342+53.8% | Added |
| Hamel Associates, Inc. | 40,585 | $5.20M | 1.60% | −170−0.4% | Reduced |
| Carret Asset Management, LLC | 40,260 | $5.16M | 0.50% | +179+0.4% | Added |
| Argent Trust Co | 40,042 | $5.13M | 0.18% | +1,147+2.9% | Added |
| Arlington Partners LLC | 39,628 | $5.08M | 1.76% | +723+1.9% | Added |
| National Bank of Canada | 39,369 | $5.05M | 0.01% | −31,835−44.7% | Reduced |
| Hayek Kallen Investment Management | 38,865 | $4.98M | 1.57% | −25−0.1% | Reduced |
| Farmers & Merchants Investments Inc | 38,425 | $4.93M | 0.14% | −466−1.2% | Reduced |
| Ieq Capital, LLC | 37,868 | $4.86M | 0.01% | +18,476+95.3% | Added |
| Vident Advisory, LLC | 37,474 | $4.81M | 0.05% | +4,316+13.0% | Added |
| Rhumbline Advisers | 37,164 | $4.77M | 0.00% | −1,789−4.6% | Reduced |
| Crossmark Global Holdings, Inc. | 37,070 | $4.75M | 0.07% | −293−0.8% | Reduced |
| Sphera Funds Management Ltd. | 37,000 | $4.74M | 1.13% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 36,844 | $4.72M | 0.06% | −1,151−3.0% | Reduced |
| Factory Mutual Insurance Co | 35,796 | $4.59M | 0.04% | +35,796 | New |
| Principal Securities, Inc. | 35,771 | $4.59M | 0.08% | −913−2.5% | Reduced |
| Greenfield Seitz Capital Management, LLC | 35,453 | $4.55M | 1.47% | −7,914−18.2% | Reduced |
| Dearborn Partners LLC | 35,160 | $4.51M | 0.21% | −50−0.1% | Reduced |
| Tudor Investment Corp Et Al | 35,000 | $4.49M | 0.03% | +35,000 | New |
| Timber Creek Capital Management LLC | 34,627 | $4.44M | 1.07% | −158−0.5% | Reduced |
| RSM US Wealth Management LLC | 34,571 | $4.43M | 0.06% | +5,493+18.9% | Added |
| Ashton Thomas Securities, LLC | 34,439 | $4.42M | 0.62% | +34,439 | New |
| First Pacific Financial | 34,313 | $4.40M | 0.61% | +8,258+31.7% | Added |
| Azzad Asset Management Inc | 34,293 | $4.40M | 0.43% | +494+1.5% | Added |
| CAPROCK Group, Inc. | 34,496 | $4.37M | 0.11% | +34,496 | New |
| Baldwin Brothers Inc | 33,850 | $4.34M | 0.28% | −3,794−10.1% | Reduced |
| Auto-Owners Insurance Co | 33,570 | $4.31M | 0.11% | −11,573−25.6% | Reduced |
| Voya Investment Management LLC | 33,285 | $4.27M | 0.00% | −9,940−23.0% | Reduced |
| WealthTrust Axiom LLC | 33,159 | $4.25M | 1.14% | +509+1.6% | Added |
| Daymark Wealth Partners, LLC | 33,060 | $4.24M | 0.14% | −247−0.7% | Reduced |
| Cornerstone Wealth Group, LLC | 32,796 | $4.21M | 0.28% | +185+0.6% | Added |
| Pekin Hardy Strauss, Inc. | 32,566 | $4.18M | 0.42% | −925−2.8% | Reduced |
| Fifth Third Bancorp | 32,559 | $4.18M | 0.01% | +7,720+31.1% | Added |
| Quartz Partners, LLC | 32,412 | $4.16M | 1.51% | +7,330+29.2% | Added |
| Advisory Services Network, LLC | 31,852 | $4.08M | 0.06% | −250−0.8% | Reduced |
| Two Sigma Investments, LP | 31,728 | $4.07M | 0.01% | −302,771−90.5% | Reduced |
| Arkadios Wealth Advisors | 31,654 | $4.06M | 0.10% | +6,025+23.5% | Added |
| Greenup Street Wealth Management LLC | 31,232 | $4.01M | 0.62% | −10,775−25.7% | Reduced |
| Merit Financial Group, LLC | 31,145 | $3.99M | 0.04% | +625+2.0% | Added |
| Providence Capital Advisors, LLC | 30,974 | $3.97M | 0.69% | +845+2.8% | Added |
| Northeast Investment Management | 30,970 | $3.97M | 0.16% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 30,830 | $3.95M | 0.17% | −367−1.2% | Reduced |
| Great Lakes Advisors, LLC | 30,533 | $3.92M | 0.03% | +1,344+4.6% | Added |
| Banco Santander, S.A. | 30,286 | $3.88M | 0.03% | −32,075−51.4% | Reduced |
| MAI Capital Management | 29,788 | $3.82M | 0.02% | +5,295+21.6% | Added |
| Northside Capital Management, LLC | 29,543 | $3.79M | 0.35% | +253+0.9% | Added |
| Fort Washington Investment Advisors Inc | 29,528 | $3.79M | 0.02% | −647−2.1% | Reduced |
| Moors & Cabot, Inc. | 29,292 | $3.76M | 0.16% | −1,770−5.7% | Reduced |
| Prentiss Smith & Co Inc | 29,264 | $3.75M | 2.12% | −70−0.2% | Reduced |
| Csenge Advisory Group | 29,246 | $3.75M | 0.18% | +10,838+58.9% | Added |
| Atlantic Union Bankshares Corp | 29,113 | $3.73M | 0.07% | +556+1.9% | Added |
| TD Waterhouse Canada Inc. | 28,316 | $3.73M | 0.02% | −419−1.5% | Reduced |
| Haverford Trust Co | 28,874 | $3.70M | 0.03% | −8,364−22.5% | Reduced |
| Oxbow Advisors, LLC | 28,840 | $3.70M | 0.34% | +221+0.8% | Added |
| NBT Bank N A | 28,689 | $3.67M | 0.24% | −30−0.1% | Reduced |
| Acadian Asset Management LLC | 28,533 | $3.66M | 0.01% | +233+0.8% | Added |
| Capital Insight Partners, LLC | 28,348 | $3.64M | 0.60% | −91−0.3% | Reduced |
| Penobscot Investment Management Company, Inc. | 28,317 | $3.63M | 0.28% | +2,550+9.9% | Added |
| Woodmont Investment Counsel LLC | 28,209 | $3.62M | 0.24% | −6,559−18.9% | Reduced |
| Evergreen Capital Management LLC | 28,090 | $3.60M | 0.09% | +4,794+20.6% | Added |
| EagleClaw Capital Managment, LLC | 28,082 | $3.60M | 0.50% | +3,174+12.7% | Added |
| Fayez Sarofim & Co | 27,952 | $3.58M | 0.01% | −184−0.7% | Reduced |
| Diamond Hill Capital Management Inc | 27,827 | $3.57M | 0.02% | −6,450−18.8% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 27,005 | $3.46M | 2.08% | −1,400−4.9% | Reduced |
| Trustmark National Bank Trust Department | 26,888 | $3.45M | 0.22% | −318−1.2% | Reduced |
| Telos Capital Management, Inc. | 26,672 | $3.42M | 0.33% | −18−0.1% | Reduced |
| SIH Partners, LLLP | 26,579 | $3.41M | 0.30% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 26,353 | $3.38M | 0.40% | +26,353 | New |
| We Are One Seven, LLC | 26,315 | $3.37M | 0.08% | +2,364+9.9% | Added |
| Naples Global Advisors, LLC | 26,300 | $3.37M | 0.26% | −535−2.0% | Reduced |
| Americana Partners, LLC | 26,284 | $3.37M | 0.10% | −263−1.0% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 26,168 | $3.36M | 1.18% | +1,513+6.1% | Added |
| Ballentine Partners, LLC | 26,119 | $3.35M | 0.05% | −632−2.4% | Reduced |
| Prospera Financial Services Inc | 25,946 | $3.33M | 0.06% | −537−2.0% | Reduced |
| Aquatic Capital Management LLC | 25,899 | $3.32M | 0.06% | −7,341−22.1% | Reduced |
| Yousif Capital Management, LLC | 25,809 | $3.31M | 0.04% | −3,145−10.9% | Reduced |
| CIBC Asset Management Inc | 25,989 | $3.31M | 0.01% | +8,682+50.2% | Added |
| Albert D Mason Inc | 25,499 | $3.27M | 2.13% | +1,135+4.7% | Added |
| Hall Laurie J Trustee | 25,332 | $3.25M | 1.06% | +190+0.8% | Added |
| Arjuna Capital | 24,851 | $3.19M | 0.79% | +12,959+109.0% | Added |
| TD Asset Management Inc | 24,815 | $3.18M | 0.00% | +4,115+19.9% | Added |
| Forum Financial Management, LP | 24,607 | $3.16M | 0.04% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 24,463 | $3.14M | 0.11% | +24,463 | New |
| Fca Corp | 24,432 | $3.13M | 0.87% | +363+1.5% | Added |