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 |
|---|---|---|---|---|---|
| Voya Financial Advisors, Inc. | 14,118 | $1.75M | 0.17% | −221−1.5% | Reduced |
| Venturi Wealth Management, LLC | 13,568 | $1.74M | 0.08% | +611+4.7% | Added |
| Denali Advisors LLC | 13,559 | $1.74M | 0.20% | −8,254−37.8% | Reduced |
| Sepio Capital, LP | 13,551 | $1.74M | 0.10% | +356+2.7% | Added |
| Park National Corp | 13,503 | $1.73M | 0.05% | −252−1.8% | Reduced |
| Ativo Capital Management LLC | 13,445 | $1.72M | 1.46% | −280−2.0% | Reduced |
| AIMZ Investment Advisors, LLC | 13,328 | $1.71M | 0.54% | 00.0% | Unchanged |
| Somerville Kurt F | 13,323 | $1.71M | 0.28% | −1,000−7.0% | Reduced |
| Leo Wealth, LLC | 13,280 | $1.70M | 0.22% | −3,100−18.9% | Reduced |
| HM Payson & Co | 13,262 | $1.70M | 0.02% | +10,000+306.6% | Added |
| Solutions 4 Wealth, Ltd | 13,214 | $1.69M | 2.63% | −10.0% | Reduced |
| Compass Wealth Management LLC | 13,197 | $1.69M | 0.38% | −125−0.9% | Reduced |
| Strategic Global Advisors, LLC | 13,182 | $1.69M | 0.26% | −1,065−7.5% | Reduced |
| Roberts Glore & Co Inc | 13,143 | $1.69M | 0.46% | −365−2.7% | Reduced |
| Ascent Group, LLC | 13,125 | $1.68M | 0.06% | −996−7.1% | Reduced |
| Shelton Capital Management | 13,092 | $1.68M | 0.04% | −11,793−47.4% | Reduced |
| West Family Investments, Inc. | 12,920 | $1.66M | 0.37% | +154+1.2% | Added |
| Boit C F David | 12,800 | $1.64M | 0.74% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 12,726 | $1.63M | 0.11% | −4,243−25.0% | Reduced |
| Arnhold LLC | 12,636 | $1.62M | 0.14% | 00.0% | Unchanged |
| Glass Wealth Management Co LLC | 12,615 | $1.62M | 0.72% | +305+2.5% | Added |
| Boston Family Office LLC | 12,635 | $1.61M | 0.10% | −300−2.3% | Reduced |
| GTS Securities LLC | 12,512 | $1.60M | 0.06% | +7,390+144.3% | Added |
| Parallel Advisors, LLC | 12,476 | $1.60M | 0.03% | +351+2.9% | Added |
| Physicians Financial Services, Inc. | 12,434 | $1.59M | 0.44% | −200−1.6% | Reduced |
| Fox Run Management, L.L.C. | 12,349 | $1.58M | 0.25% | +12,349 | New |
| Hilltop Holdings Inc. | 12,334 | $1.58M | 0.08% | +577+4.9% | Added |
| Plancorp, LLC | 12,288 | $1.58M | 0.05% | 00.0% | Unchanged |
| Kentucky Trust Co | 12,237 | $1.57M | 0.85% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 12,234 | $1.57M | 0.03% | −19−0.2% | Reduced |
| Guggenheim Capital LLC | 12,232 | $1.57M | 0.01% | +278+2.3% | Added |
| Snowden Capital Advisors LLC | 12,219 | $1.57M | 0.04% | −259−2.1% | Reduced |
| Flputnam Investment Management Co | 12,199 | $1.56M | 0.02% | −642−5.0% | Reduced |
| Bailard, Inc. | 12,121 | $1.55M | 0.03% | +1,418+13.2% | Added |
| Brookstone Capital Management | 12,107 | $1.55M | 0.02% | +620+5.4% | Added |
| Delphi Management Inc | 12,064 | $1.55M | 1.44% | −83−0.7% | Reduced |
| V-Square Quantitative Management LLC | 12,021 | $1.54M | 0.26% | +184+1.6% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 12,000 | $1.54M | 0.12% | 00.0% | Unchanged |
| Trust Co of Oklahoma | 11,818 | $1.52M | 0.45% | +107+0.9% | Added |
| Horizon Kinetics Asset Management LLC | 11,797 | $1.51M | 0.02% | −347−2.9% | Reduced |
| Kiker Wealth Management, LLC | 11,749 | $1.51M | 0.76% | +11,749 | New |
| Global Retirement Partners, LLC | 11,698 | $1.50M | 0.03% | +1,692+16.9% | Added |
| Dynasty Wealth Management, LLC | 11,630 | $1.49M | 0.02% | +11,630 | New |
| Qtron Investments LLC | 11,569 | $1.48M | 0.18% | −190−1.6% | Reduced |
| Silvercrest Asset Management Group LLC | 11,539 | $1.48M | 0.01% | +105+0.9% | Added |
| Stock Yards Bank & Trust Co | 11,368 | $1.46M | 0.05% | −273−2.3% | Reduced |
| Advisory Resource Group | 11,342 | $1.45M | 0.26% | +520+4.8% | Added |
| Creegan & Nassoura Financial Group, LLC | 11,325 | $1.45M | 0.94% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 11,312 | $1.45M | 0.07% | 00.0% | Unchanged |
| Sigma Planning Corp | 11,168 | $1.43M | 0.04% | +6,011+116.6% | Added |
| Sanibel Captiva Trust Company, Inc. | 11,081 | $1.42M | 0.04% | −350−3.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 11,078 | $1.42M | 0.02% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 11,063 | $1.42M | 0.03% | −116−1.0% | Reduced |
| Agate Pass Investment Management, LLC | 11,050 | $1.42M | 0.54% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 11,044 | $1.42M | 0.05% | −1,482−11.8% | Reduced |
| First Affirmative Financial Network | 10,962 | $1.41M | 0.66% | +798+7.9% | Added |
| HF Advisory Group, LLC | 10,927 | $1.40M | 0.51% | +673+6.6% | Added |
| King Luther Capital Management Corp | 10,904 | $1.40M | 0.01% | −3,202−22.7% | Reduced |
| Bridgewater Advisors Inc. | 11,014 | $1.39M | 0.10% | −62−0.6% | Reduced |
| Concurrent Investment Advisors, LLC | 10,848 | $1.39M | 0.02% | +185+1.7% | Added |
| CWA Asset Management Group, LLC | 10,804 | $1.39M | 0.05% | +56+0.5% | Added |
| Apollon Wealth Management, LLC | 10,791 | $1.38M | 0.02% | −64−0.6% | Reduced |
| Crux Wealth Advisors | 10,775 | $1.38M | 0.55% | +629+6.2% | Added |
| Guyasuta Investment Advisors Inc | 10,767 | $1.38M | 0.08% | 00.0% | Unchanged |
| Ar Asset Management Inc | 10,750 | $1.38M | 0.29% | 00.0% | Unchanged |
| Drexel Morgan & Co. | 10,720 | $1.37M | 0.22% | 00.0% | Unchanged |
| Integrated Quantitative Investments LLC | 10,627 | $1.36M | 0.39% | +83+0.8% | Added |
| GAMMA Investing LLC | 10,617 | $1.36M | 0.08% | +2,531+31.3% | Added |
| Foyston, Gordon, & Payne Inc | 10,580 | $1.36M | 0.30% | −152−1.4% | Reduced |
| Holderness Investments Co | 10,563 | $1.35M | 0.28% | −964−8.4% | Reduced |
| Intrust Bank NA | 10,559 | $1.35M | 0.11% | −8−0.1% | Reduced |
| Venture Visionary Partners LLC | 10,550 | $1.35M | 0.05% | −364−3.3% | Reduced |
| Unique Wealth Strategies, LLC | 10,516 | $1.35M | 0.53% | +155+1.5% | Added |
| J.W. Cole Advisors, Inc. | 10,513 | $1.35M | 0.03% | −231−2.2% | Reduced |
| Graham Capital Management, L.P. | 10,455 | $1.34M | 0.05% | −1,341−11.4% | Reduced |
| GeoWealth Management, LLC | 10,358 | $1.33M | 0.05% | +7,137+221.6% | Added |
| Engineers Gate Manager LP | 10,354 | $1.33M | 0.02% | −756−6.8% | Reduced |
| CX Institutional | 10,296 | $1.32M | 0.04% | −69−0.7% | Reduced |
| Stratos Wealth Partners, LTD. | 10,282 | $1.32M | 0.02% | +1,154+12.6% | Added |
| Gradient Investments LLC | 10,271 | $1.32M | 0.02% | +3,852+60.0% | Added |
| Mayflower Financial Advisors, LLC | 10,252 | $1.31M | 0.17% | +109+1.1% | Added |
| Mather Group, LLC. | 10,234 | $1.31M | 0.01% | +2,423+31.0% | Added |
| Sagespring Wealth Partners, LLC | 10,206 | $1.31M | 0.03% | +2,096+25.8% | Added |
| New Hampshire Trust | 10,188 | $1.31M | 0.25% | +705+7.4% | Added |
| Pine Valley Investments Ltd Liability Co | 10,113 | $1.30M | 0.07% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 10,067 | $1.29M | 0.06% | +739+7.9% | Added |
| Ellevest, Inc. | 10,032 | $1.29M | 0.18% | −513−4.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,982 | $1.28M | 0.03% | +3,957+65.7% | Added |
| Millennium Management LLC | 9,972 | $1.28M | 0.00% | −830,799−98.8% | Reduced |
| Smart Money Group LLC | 9,963 | $1.28M | 0.38% | +402+4.2% | Added |
| Adviser Investments LLC | 9,956 | $1.28M | 0.01% | +97+1.0% | Added |
| Valeo Financial Advisors, LLC | 9,949 | $1.28M | 0.03% | +683+7.4% | Added |
| Modern Wealth Management, LLC | 9,878 | $1.27M | 0.03% | +342+3.6% | Added |
| HighPoint Advisor Group LLC | 9,854 | $1.26M | 0.06% | +574+6.2% | Added |
| Meriwether Wealth & Planning, LLC | 9,821 | $1.26M | 0.73% | +329+3.5% | Added |
| Ashton Thomas Private Wealth, LLC | 9,820 | $1.26M | 0.03% | +2,255+29.8% | Added |
| Novem Group | 9,764 | $1.25M | 0.15% | +183+1.9% | Added |
| Public Employees Retirement System of Ohio | 9,700 | $1.24M | 0.00% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 9,682 | $1.24M | 0.03% | −1,351−12.2% | Reduced |
| Transcend Wealth Collective, LLC | 9,663 | $1.24M | 0.09% | −490−4.8% | Reduced |