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 |
|---|---|---|---|---|---|
| Hutchinson Financial Advisors, INC | 9,656 | $1.24M | 1.22% | +234+2.5% | Added |
| Douglass Winthrop Advisors, LLC | 9,638 | $1.24M | 0.02% | +2,857+42.1% | Added |
| Cullen/Frost Bankers, Inc. | 9,618 | $1.23M | 0.01% | −876−8.3% | Reduced |
| KCM Investment Advisors LLC | 9,599 | $1.23M | 0.04% | −650−6.3% | Reduced |
| Mystic Asset Management, Inc. | 9,569 | $1.23M | 0.28% | −50−0.5% | Reduced |
| Retirement Guys Formula LLC | 9,547 | $1.22M | 0.43% | +186+2.0% | Added |
| Becker Capital Management Inc | 9,477 | $1.22M | 0.04% | 00.0% | Unchanged |
| Welch Group, LLC | 9,466 | $1.21M | 0.05% | 00.0% | Unchanged |
| PDS Planning, Inc | 9,459 | $1.21M | 0.08% | +390+4.3% | Added |
| Frank, Rimerman Advisors LLC | 9,451 | $1.21M | 0.08% | +3,830+68.1% | Added |
| FRG Family Wealth Advisors LLC | 9,440 | $1.21M | 0.19% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 9,401 | $1.21M | 0.06% | −1,870−16.6% | Reduced |
| WealthPlan Investment Management, LLC | 9,394 | $1.20M | 0.08% | +80+0.9% | Added |
| Vestmark Advisory Solutions, Inc. | 9,338 | $1.20M | 0.02% | −4,293−31.5% | Reduced |
| Pitcairn Co | 9,291 | $1.19M | 0.09% | −210−2.2% | Reduced |
| Value Partners Investments Inc. | 9,259 | $1.19M | 0.10% | +868+10.3% | Added |
| LCNB Corp | 9,231 | $1.18M | 0.41% | −90−1.0% | Reduced |
| Walleye Trading LLC | 9,181 | $1.18M | 0.02% | +9,181 | New |
| Court Place Advisors, LLC | 9,120 | $1.17M | 0.35% | 00.0% | Unchanged |
| Old National Bancorp | 9,075 | $1.16M | 0.02% | −451−4.7% | Reduced |
| 1620 Investment Advisors, Inc. | 9,064 | $1.16M | 0.79% | +106+1.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 9,052 | $1.16M | 0.00% | −28−0.3% | Reduced |
| AE Wealth Management LLC | 9,030 | $1.16M | 0.01% | +1,741+23.9% | Added |
| Cambridge Advisors Inc. | 8,975 | $1.15M | 0.22% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 8,918 | $1.14M | 0.07% | +1,337+17.6% | Added |
| Beaton Management Co. Inc. | 8,873 | $1.14M | 0.52% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 8,841 | $1.13M | 0.00% | −18,692−67.9% | Reduced |
| Kensington Investment Counsel, LLC | 8,747 | $1.12M | 0.46% | −353−3.9% | Reduced |
| Valmark Advisers, Inc. | 8,725 | $1.12M | 0.01% | −88−1.0% | Reduced |
| Simmons Bank | 8,713 | $1.12M | 0.07% | −16−0.2% | Reduced |
| Tiaa Trust, National Association | 8,710 | $1.12M | 0.00% | +428+5.2% | Added |
| Meridian Wealth Management, LLC | 8,688 | $1.11M | 0.04% | +242+2.9% | Added |
| Clarius Group, LLC | 8,652 | $1.11M | 0.07% | −979−10.2% | Reduced |
| Chilton Capital Management LLC | 8,620 | $1.11M | 0.04% | −1,210−12.3% | Reduced |
| Chicago Trust Co NA | 8,580 | $1.10M | 0.15% | +709+9.0% | Added |
| Eastern Bank | 8,576 | $1.10M | 0.02% | −978−10.2% | Reduced |
| TrueMark Investments, LLC | 8,525 | $1.09M | 0.19% | +1,100+14.8% | Added |
| Fifth Third Wealth Advisors LLC | 8,521 | $1.09M | 0.04% | +1,421+20.0% | Added |
| Fort Sheridan Advisors LLC | 8,446 | $1.08M | 0.14% | +419+5.2% | Added |
| Stratos Wealth Advisors, LLC | 8,421 | $1.08M | 0.05% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 8,417 | $1.08M | 0.39% | 00.0% | Unchanged |
| YANKCOM Partnership | 8,409 | $1.08M | 0.49% | −595−6.6% | Reduced |
| Northcape Wealth Management, LLC | 8,370 | $1.07M | 0.31% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 8,363 | $1.07M | 0.97% | −542−6.1% | Reduced |
| RD Lewis Holdings, Inc. | 7,991 | $1.06M | 0.99% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 8,222 | $1.05M | 0.01% | +8,222 | New |
| Independence Bank of Kentucky | 8,157 | $1.05M | 0.13% | −1,050−11.4% | Reduced |
| Beverly Hills Private Wealth, LLC | 8,141 | $1.04M | 0.18% | −421−4.9% | Reduced |
| SevenBridge Financial Group, LLC | 7,879 | $1.04M | 0.17% | −1,382−14.9% | Reduced |
| Keel Point, LLC | 8,079 | $1.04M | 0.06% | +333+4.3% | Added |
| Harbour Trust & Investment Management Co | 8,063 | $1.03M | 0.11% | −100−1.2% | Reduced |
| Keystone Financial Services | 8,051 | $1.03M | 0.32% | +482+6.4% | Added |
| Guerra Advisors Inc | 8,033 | $1.03M | 0.38% | +2,291+39.9% | Added |
| Sage Rhino Capital LLC | 8,019 | $1.03M | 0.20% | −101−1.2% | Reduced |
| National Asset Management, Inc. | 7,972 | $1.02M | 0.05% | −1,248−13.5% | Reduced |
| Axxcess Wealth Management, LLC | 7,931 | $1.02M | 0.02% | +3,002+60.9% | Added |
| SRS Capital Advisors, Inc. | 7,929 | $1.02M | 0.01% | +4,602+138.3% | Added |
| Avidian Wealth Solutions, LLC | 7,927 | $1.02M | 0.04% | +178+2.3% | Added |
| Castlekeep Investment Advisors LLC | 7,923 | $1.02M | 0.48% | −3,189−28.7% | Reduced |
| Five Oceans Advisors | 7,908 | $1.01M | 0.37% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 7,883 | $1.01M | 0.06% | +390+5.2% | Added |
| Valley National Advisers Inc | 7,884 | $1.01M | 0.16% | −149−1.9% | Reduced |
| Kennon-Green & Company, LLC | 7,846 | $1.01M | 0.78% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 7,686 | $985.7K | 0.13% | −27−0.4% | Reduced |
| Montag A & Associates Inc | 7,650 | $981.1K | 0.05% | +75+1.0% | Added |
| Kingsview Wealth Management, LLC | 7,645 | $980.4K | 0.01% | +223+3.0% | Added |
| Applied Finance Capital Management, LLC | 7,563 | $969.9K | 0.07% | +60+0.8% | Added |
| Covenant Partners, LLC | 7,542 | $967.2K | 0.27% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 7,533 | $966.1K | 0.04% | +476+6.7% | Added |
| May Hill Capital, LLC | 7,505 | $962.4K | 0.28% | +1,231+19.6% | Added |
| Sivia Capital Partners, LLC | 7,420 | $951.5K | 0.27% | −539−6.8% | Reduced |
| Ruggaard & Associates LLC | 7,399 | $948.8K | 0.36% | 00.0% | Unchanged |
| Associated Banc-Corp | 7,356 | $943.3K | 0.02% | −745−9.2% | Reduced |
| Twin City Private Wealth, LLC | 7,336 | $940.8K | 0.73% | −46−0.6% | Reduced |
| Central Trust Co | 7,250 | $929.8K | 0.02% | −79−1.1% | Reduced |
| South State Corp. | 7,241 | $928.6K | 0.04% | −1,051−12.7% | Reduced |
| Centaurus Financial, Inc. | 7,222 | $926.0K | 0.04% | +1,237+20.7% | Added |
| 1832 Asset Management L.P. | 7,200 | $923.3K | 0.00% | +698+10.7% | Added |
| Osprey Private Wealth LLC | 7,150 | $916.9K | 0.33% | +475+7.1% | Added |
| St. Clair Advisors, LLC | 7,092 | $909.5K | 0.24% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 7,080 | $908.0K | 0.01% | +531+8.1% | Added |
| Summit Trail Advisors, LLC | 7,057 | $904.9K | 0.01% | +500+7.6% | Added |
| Romano Brothers and Company | 7,043 | $903.2K | 0.10% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 6,959 | $892.4K | 0.06% | −364−5.0% | Reduced |
| Financial & Tax Architects, LLC | 6,955 | $891.9K | 0.20% | +877+14.4% | Added |
| Bangor Savings Bank | 6,901 | $885.0K | 0.07% | −677−8.9% | Reduced |
| Buckingham Strategic Partners | 6,894 | $881.7K | 0.01% | +139+2.1% | Added |
| Cypress Asset Management Inc | 6,875 | $881.6K | 0.20% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 6,850 | $878.4K | 0.07% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 6,822 | $875.0K | 0.05% | +857+14.4% | Added |
| Lantz Financial LLC | 6,761 | $867.0K | 0.19% | +134+2.0% | Added |
| Gilliland Jeter Wealth Management LLC | 6,753 | $866.0K | 0.27% | −127−1.8% | Reduced |
| Marotta Asset Management | 6,572 | $865.7K | 0.16% | −51−0.8% | Reduced |
| Anchor Investment Management, LLC | 6,726 | $862.5K | 0.07% | −200−2.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,551 | $862.4K | 0.01% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 6,724 | $862.3K | 0.19% | +1,103+19.6% | Added |
| Financial Engines Advisors L.L.C. | 6,692 | $858.2K | 0.00% | −9−0.1% | Reduced |
| Brighton Jones LLC | 6,679 | $856.6K | 0.02% | +677+11.3% | Added |
| First Horizon Corp | 6,664 | $854.6K | 0.04% | +6,664 | New |
| JNBA Financial Advisors | 6,657 | $853.6K | 0.08% | −417−5.9% | Reduced |