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 |
|---|---|---|---|---|---|
| Blue Square Asset Management, LLC | 24,240 | $3.11M | 1.36% | −43−0.2% | Reduced |
| Peapack Gladstone Financial Corp | 24,217 | $3.10M | 0.04% | +1,720+7.6% | Added |
| Patten & Patten Inc | 23,927 | $3.07M | 0.18% | −458−1.9% | Reduced |
| apricus wealth, LLC | 23,733 | $3.04M | 1.64% | −35−0.1% | Reduced |
| Atomi Financial Group, Inc. | 23,339 | $2.99M | 0.10% | +2,699+13.1% | Added |
| Parr McKnight Wealth Management Group, LLC | 23,218 | $2.98M | 0.39% | −216−0.9% | Reduced |
| AlphaCore Capital LLC | 22,964 | $2.94M | 0.10% | +15,235+197.1% | Added |
| Fairfield, Bush & Co. | 22,854 | $2.93M | 1.50% | −1,370−5.7% | Reduced |
| Tealwood Asset Management Inc | 22,805 | $2.92M | 1.18% | −776−3.3% | Reduced |
| AMG National Trust Bank | 22,756 | $2.92M | 0.07% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 22,421 | $2.88M | 1.21% | −123−0.5% | Reduced |
| Choate Investment Advisors | 22,238 | $2.85M | 0.06% | −873−3.8% | Reduced |
| Commerce Bank | 22,143 | $2.84M | 0.02% | +358+1.6% | Added |
| Huntington National Bank | 22,131 | $2.84M | 0.02% | −98−0.4% | Reduced |
| West Oak Capital, LLC | 21,418 | $2.75M | 1.10% | +50.0% | Added |
| Kestra Private Wealth Services, LLC | 21,316 | $2.73M | 0.04% | −5,261−19.8% | Reduced |
| Cascade Investment Advisors, Inc. | 21,205 | $2.72M | 1.65% | −550−2.5% | Reduced |
| Kathmere Capital Management, LLC | 20,864 | $2.68M | 0.19% | +3,501+20.2% | Added |
| Walleye Capital LLC | 20,855 | $2.67M | 0.02% | +17,067+450.6% | Added |
| Old Port Advisors | 20,701 | $2.65M | 0.67% | +295+1.4% | Added |
| NorthCrest Asset Manangement, LLC | 20,014 | $2.63M | 0.06% | +1,734+9.5% | Added |
| Coastline Trust Co | 20,461 | $2.62M | 0.28% | −160−0.8% | Reduced |
| Beacon Financial Group | 20,449 | $2.62M | 0.26% | −115−0.6% | Reduced |
| Skopos Labs, Inc. | 21,528 | $2.58M | 0.35% | −562−2.5% | Reduced |
| Family Management Corp | 20,104 | $2.58M | 0.36% | −903−4.3% | Reduced |
| Advisors Asset Management, Inc. | 20,057 | $2.57M | 0.04% | −1,829−8.4% | Reduced |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 20,000 | $2.56M | 0.47% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 20,000 | $2.56M | 0.21% | +5,000+33.3% | Added |
| Dynamic Advisor Solutions LLC | 19,866 | $2.55M | 0.07% | −511−2.5% | Reduced |
| Foster & Motley Inc | 19,776 | $2.54M | 0.14% | −193−1.0% | Reduced |
| DGS Capital Management, LLC | 19,726 | $2.53M | 0.46% | +1,146+6.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 19,381 | $2.49M | 0.01% | −213−1.1% | Reduced |
| Vise Technologies, Inc. | 19,364 | $2.48M | 0.09% | −8,263−29.9% | Reduced |
| Everett Harris & Co | 19,363 | $2.48M | 0.03% | 00.0% | Unchanged |
| Optimist Retirement Group LLC | 19,319 | $2.48M | 1.12% | +47+0.2% | Added |
| Moody Lynn & Lieberson, LLC | 19,041 | $2.44M | 0.13% | +16,752+731.8% | Added |
| Clearstead Advisors, LLC | 19,018 | $2.44M | 0.04% | −26−0.1% | Reduced |
| Trust Co of Toledo NA | 18,956 | $2.43M | 0.24% | 00.0% | Unchanged |
| Cloverfields Capital Group, LP | 18,612 | $2.39M | 0.75% | −1,883−9.2% | Reduced |
| Synovus Financial Corp | 18,589 | $2.39M | 0.03% | +8,250+79.8% | Added |
| Beutel, Goodman & Co Ltd. | 18,440 | $2.36M | 0.01% | +6,330+52.3% | Added |
| Bradley Foster & Sargent Inc | 18,312 | $2.35M | 0.03% | −2,643−12.6% | Reduced |
| Farther Finance Advisors, LLC | 18,309 | $2.35M | 0.04% | +981+5.7% | Added |
| Abbot Financial Management, Inc. | 18,207 | $2.33M | 1.00% | −135−0.7% | Reduced |
| Level Four Advisory Services, LLC | 18,044 | $2.31M | 0.08% | +2,152+13.5% | Added |
| Integrated Wealth Concepts LLC | 17,914 | $2.30M | 0.02% | +885+5.2% | Added |
| Independent Investors Inc | 17,900 | $2.30M | 0.44% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 17,876 | $2.29M | 0.16% | +401+2.3% | Added |
| Lester Murray Antman dba SimplyRich | 17,770 | $2.28M | 0.61% | −60.0% | Reduced |
| Marietta Investment Partners LLC | 17,749 | $2.28M | 0.44% | +645+3.8% | Added |
| Coldstream Capital Management Inc | 17,671 | $2.27M | 0.03% | +4,565+34.8% | Added |
| Triasima Portfolio Management inc. | 17,555 | $2.25M | 0.34% | +90+0.5% | Added |
| Benedict Financial Advisors Inc | 17,519 | $2.25M | 0.49% | −69−0.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 17,337 | $2.22M | 0.03% | −560−3.1% | Reduced |
| BTC Capital Management, Inc. | 17,279 | $2.22M | 0.15% | +1,528+9.7% | Added |
| Nichols & Pratt Advisers LLP | 17,237 | $2.21M | 0.14% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 17,227 | $2.21M | 0.28% | −341−1.9% | Reduced |
| Ipswich Investment Management Co., Inc. | 17,212 | $2.21M | 0.52% | −915−5.0% | Reduced |
| Altman Advisors, Inc. | 17,136 | $2.20M | 0.84% | +136+0.8% | Added |
| Perigon Wealth Management, LLC | 16,957 | $2.17M | 0.04% | +185+1.1% | Added |
| HB Wealth Management, LLC | 16,939 | $2.17M | 0.01% | +3,582+26.8% | Added |
| New Vernon Capital Holdings II LLC | 16,911 | $2.17M | 1.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 16,880 | $2.16M | 0.28% | +1,263+8.1% | Added |
| Abundance Wealth Counselors | 16,854 | $2.16M | 0.37% | −32−0.2% | Reduced |
| Patten Group, Inc. | 16,813 | $2.16M | 0.42% | −40−0.2% | Reduced |
| Regions Financial Corp | 16,813 | $2.16M | 0.01% | +11,580+221.3% | Added |
| Rothschild Investment LLC | 16,777 | $2.15M | 0.12% | +196+1.2% | Added |
| Headinvest, LLC | 16,516 | $2.12M | 0.44% | −368−2.2% | Reduced |
| WCG Wealth Advisors LLC | 16,503 | $2.12M | 0.13% | −2,104−11.3% | Reduced |
| Palisade Asset Management, LLC | 16,459 | $2.11M | 0.20% | +10+0.1% | Added |
| Quadcap Wealth Management, LLC | 16,384 | $2.10M | 0.25% | −42−0.3% | Reduced |
| Marshall Financial Group LLC | 16,375 | $2.10M | 0.41% | +741+4.7% | Added |
| Empire Financial Management Company, LLC | 16,338 | $2.10M | 0.48% | +399+2.5% | Added |
| Savant Capital, LLC | 16,304 | $2.09M | 0.01% | +1,185+7.8% | Added |
| Advisors Management Group Inc | 16,153 | $2.07M | 0.36% | −360−2.2% | Reduced |
| IAM Advisory, LLC | 16,135 | $2.07M | 0.47% | +234+1.5% | Added |
| FSB Premier Wealth Management, Inc. | 16,098 | $2.06M | 0.68% | +1,774+12.4% | Added |
| Bessemer Group Inc | 15,976 | $2.05M | 0.00% | +403+2.6% | Added |
| Aaron Wealth Advisors | 15,639 | $2.01M | 0.12% | +411+2.7% | Added |
| Ascent Wealth Partners, LLC | 15,637 | $2.01M | 0.23% | −368−2.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 15,626 | $2.00M | 0.05% | +108+0.7% | Added |
| Aptus Capital Advisors, LLC | 15,290 | $1.96M | 0.02% | −866−5.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 15,191 | $1.95M | 0.10% | +60.0% | Added |
| Legacy Financial Advisors, Inc. | 15,061 | $1.93M | 0.27% | +15,061 | New |
| Mosaic Financial Group, LLC | 14,986 | $1.92M | 1.37% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 14,966 | $1.92M | 0.02% | −3,740−20.0% | Reduced |
| Baker Ellis Asset Management LLC | 14,711 | $1.89M | 0.23% | +150+1.0% | Added |
| Highland Capital Management, LLC | 14,562 | $1.87M | 0.09% | +100+0.7% | Added |
| Bryn Mawr Trust Co | 14,527 | $1.86M | 0.04% | −26,716−64.8% | Reduced |
| TD Private Client Wealth LLC | 14,398 | $1.85M | 0.04% | +2,091+17.0% | Added |
| Lowe Brockenbrough & Co Inc | 14,349 | $1.84M | 0.09% | −185−1.3% | Reduced |
| Kahn Brothers Group Inc | 14,326 | $1.84M | 0.35% | −4,145−22.4% | Reduced |
| Sterling Capital Management LLC | 14,264 | $1.83M | 0.03% | +2,760+24.0% | Added |
| Marco Investment Management LLC | 14,120 | $1.81M | 0.14% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 14,010 | $1.80M | 0.02% | +232+1.7% | Added |
| Northstar Asset Management LLC | 13,925 | $1.79M | 0.38% | −200−1.4% | Reduced |
| Smartleaf Asset Management LLC | 14,328 | $1.78M | 0.11% | +2,691+23.1% | Added |
| Morningstar Investment Management LLC | 13,842 | $1.77M | 0.07% | +13,842 | New |
| Parsons Capital Management Inc | 13,767 | $1.77M | 0.10% | −66−0.5% | Reduced |
| Greenleaf Trust | 13,696 | $1.76M | 0.02% | +382+2.9% | Added |