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 |
|---|---|---|---|---|---|
| Goldstone Financial Group, LLC | 6,637 | $851.1K | 0.10% | +386+6.2% | Added |
| Wedmont Private Capital | 6,467 | $850.7K | 0.03% | −66−1.0% | Reduced |
| Net Worth Advisory Group | 6,609 | $847.6K | 0.25% | −404−5.8% | Reduced |
| Texas Bank & Trust Co | 6,603 | $846.8K | 0.32% | −600−8.3% | Reduced |
| Means Investment Co., Inc. | 6,587 | $844.7K | 0.07% | −525−7.4% | Reduced |
| Harrell Investment Partners, LLC | 6,583 | $844.1K | 0.20% | +304+4.8% | Added |
| Sowell Financial Services LLC | 6,571 | $842.7K | 0.03% | −116−1.7% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 6,544 | $839.0K | 0.01% | +1,747+36.4% | Added |
| Southeast Asset Advisors Inc. | 6,491 | $832.4K | 0.09% | +771+13.5% | Added |
| Hutner Capital Management Inc | 6,433 | $824.9K | 0.35% | +646+11.2% | Added |
| Neville Rodie & Shaw Inc | 6,410 | $822.0K | 0.06% | 00.0% | Unchanged |
| Sykon Capital LLC | 6,403 | $821.1K | 0.27% | +6,403 | New |
| Motco | 6,388 | $819.2K | 0.07% | +136+2.2% | Added |
| Gallacher Capital Management LLC | 6,377 | $817.8K | 0.32% | +1,006+18.7% | Added |
| Susquehanna International Group, LLP | 6,364 | $816.1K | 0.00% | +1,290+25.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,362 | $815.9K | 0.03% | +111+1.8% | Added |
| Principal Street Partners, LLC | 6,320 | $810.5K | 0.13% | −5,908−48.3% | Reduced |
| SBI Securities Co., Ltd. | 6,313 | $809.6K | 0.02% | +5,769+1,060.5% | Added |
| Mraz, Amerine & Associates, Inc. | 6,298 | $807.7K | 0.13% | 00.0% | Unchanged |
| Peoples Bank | 6,260 | $802.8K | 0.80% | −428−6.4% | Reduced |
| Price T Rowe Associates Inc | 6,240 | $802.0K | 0.00% | −300−4.6% | Reduced |
| Belpointe Asset Management LLC | 6,238 | $800.0K | 0.03% | +6,238 | New |
| Fortis Capital Advisors, LLC | 6,238 | $800.0K | 0.13% | +6,238 | New |
| XML Financial, LLC | 6,211 | $796.5K | 0.06% | −3,418−35.5% | Reduced |
| St Germain D J Co Inc | 6,192 | $794.1K | 0.03% | +21+0.3% | Added |
| University of Texas/Texas Am Investment Managment Co | 6,166 | $790.7K | 0.11% | +6,166 | New |
| Cary Street Partners Financial LLC | 6,158 | $789.7K | 0.02% | −421−6.4% | Reduced |
| Portside Wealth Group, LLC | 6,130 | $786.1K | 0.11% | +945+18.2% | Added |
| Federation des caisses Desjardins du Quebec | 6,104 | $782.8K | 0.00% | −131−2.1% | Reduced |
| Private Trust Co NA | 6,080 | $779.7K | 0.07% | +189+3.2% | Added |
| Stephens Inc | 6,057 | $776.8K | 0.01% | −260−4.1% | Reduced |
| Schulhoff & Co Inc | 6,057 | $776.7K | 0.33% | −10.0% | Reduced |
| North Star Asset Management Inc | 6,052 | $776.1K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 6,045 | $775.3K | 0.23% | −100−1.6% | Reduced |
| Jeppson Wealth Management, LLC | 6,038 | $774.3K | 0.25% | −10−0.2% | Reduced |
| Mezzasalma Advisors, LLC | 6,036 | $774.1K | 0.20% | +44+0.7% | Added |
| Kennedy Investment Group | 5,978 | $766.6K | 0.30% | −825−12.1% | Reduced |
| Arvest Bank Trust Division | 5,957 | $763.9K | 0.04% | −260−4.2% | Reduced |
| StrongBox Wealth, LLC | 5,939 | $761.6K | 0.26% | +200+3.5% | Added |
| Harbour Investments, Inc. | 5,916 | $758.6K | 0.02% | +33+0.6% | Added |
| Monticello Wealth Management, LLC | 5,893 | $755.7K | 0.05% | +15+0.3% | Added |
| Ariadne Wealth Management, LP | 5,690 | $750.6K | 0.34% | +282+5.2% | Added |
| Bradyco, Inc. | 5,841 | $749.0K | 0.85% | −850−12.7% | Reduced |
| Investment Research Partners LLC | 6,119 | $745.3K | 0.34% | +6,119 | New |
| NTV Asset Management LLC | 5,784 | $741.7K | 0.08% | −287−4.7% | Reduced |
| Heritage Family Offices, LLP | 5,769 | $739.8K | 0.34% | −101−1.7% | Reduced |
| Gateway Investment Advisers LLC | 5,768 | $739.7K | 0.01% | +2,967+105.9% | Added |
| Ignite Planners, LLC | 5,762 | $738.8K | 0.12% | −208−3.5% | Reduced |
| Cypress Capital Group | 5,756 | $738.1K | 0.09% | −20−0.3% | Reduced |
| Steadtrust LLC | 5,742 | $736.4K | 0.50% | +131+2.3% | Added |
| Radnor Capital Management, LLC | 5,725 | $734.2K | 0.11% | 00.0% | Unchanged |
| Mondrian Investment Partners LTD | 5,724 | $734.1K | 0.01% | +5,724 | New |
| Banco de Sabadell, S.A | 5,720 | $732.0K | 0.48% | −1,216−17.5% | Reduced |
| CFO4Life Group, LLC | 5,697 | $730.6K | 0.11% | +146+2.6% | Added |
| Diversified Trust Co | 5,683 | $728.8K | 0.01% | +469+9.0% | Added |
| Umb Bank N A | 5,665 | $726.5K | 0.01% | −254−4.3% | Reduced |
| DF Dent & Co Inc | 5,665 | $726.5K | 0.01% | +2,163+61.8% | Added |
| Joel Isaacson & Co., LLC | 5,657 | $725.5K | 0.03% | 00.0% | Unchanged |
| XTX Topco Ltd | 5,627 | $721.6K | 0.04% | −3,586−38.9% | Reduced |
| Rehmann Capital Advisory Group | 5,617 | $720.3K | 0.04% | +96+1.7% | Added |
| Penbrook Management LLC | 5,610 | $719.4K | 0.50% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 5,794 | $715.2K | 0.12% | −225−3.7% | Reduced |
| Seeds Investor LLC | 5,547 | $711.4K | 0.15% | +120+2.2% | Added |
| CVA Family Office, LLC | 5,542 | $710.7K | 0.09% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 5,501 | $705.4K | 0.01% | +5,501 | New |
| Trust Point Inc. | 5,496 | $704.8K | 0.06% | 00.0% | Unchanged |
| Cordatus Wealth Management LLC | 5,490 | $704.0K | 0.17% | +14+0.3% | Added |
| Foundations Investment Advisors, LLC | 5,434 | $696.8K | 0.01% | −2,301−29.7% | Reduced |
| Circle Wealth Management, LLC | 5,420 | $695.1K | 0.01% | +554+11.4% | Added |
| MB, Levis & Associates, LLC | 5,410 | $693.8K | 0.30% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 5,386 | $690.7K | 0.02% | +898+20.0% | Added |
| Independent Advisor Alliance | 5,383 | $690.4K | 0.02% | +503+10.3% | Added |
| E&G Advisors, LP | 5,381 | $690.1K | 0.16% | +4+0.1% | Added |
| Forza Wealth Management, LLC | 5,349 | $686.0K | 0.26% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 5,337 | $684.4K | 0.02% | −25−0.5% | Reduced |
| Modera Wealth Management, LLC | 5,257 | $674.2K | 0.01% | +20.0% | Added |
| Alhambra Investment Partners LLC | 5,252 | $673.5K | 0.32% | +106+2.1% | Added |
| Burns J W & Co Inc | 5,218 | $669.2K | 0.08% | −264−4.8% | Reduced |
| BXM Wealth LLC | 5,178 | $664.0K | 0.63% | +253+5.1% | Added |
| Moloney Securities Asset Management, LLC | 5,153 | $660.8K | 0.08% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 5,147 | $660.1K | 0.01% | +2,897+128.8% | Added |
| BancorpSouth Bank | 5,111 | $655.4K | 0.04% | 00.0% | Unchanged |
| Kennebec Savings Bank | 5,098 | $653.8K | 0.60% | −347−6.4% | Reduced |
| O'Brien Greene & Co. Inc | 5,081 | $651.6K | 0.20% | −617−10.8% | Reduced |
| Insigneo Advisory Services, LLC | 5,070 | $650.2K | 0.05% | +690+15.8% | Added |
| Capital Analysts, LLC | 5,063 | $650.0K | 0.02% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 5,035 | $645.7K | 0.03% | −32−0.6% | Reduced |
| Altus Wealth Group LLC | 5,024 | $644.3K | 0.26% | +20.0% | Added |
| Diversify Advisory Services, LLC | 5,192 | $643.1K | 0.02% | −2,184−29.6% | Reduced |
| Drucker Wealth 3.0, LLC | 5,006 | $641.9K | 0.11% | −593−10.6% | Reduced |
| Corient IA LLC | 5,000 | $641.2K | 0.48% | 00.0% | Unchanged |
| Payne Capital LLC | 5,000 | $641.2K | 0.65% | +5,000 | New |
| Rexford Capital Inc | 4,994 | $640.4K | 0.50% | +68+1.4% | Added |
| Simplicity Wealth,LLC | 4,992 | $640.1K | 0.04% | −3,594−41.9% | Reduced |
| Helen Stephens Group, LLC | 4,975 | $638.0K | 0.14% | +753+17.8% | Added |
| Nilsine Partners, LLC | 4,964 | $636.6K | 0.06% | −30−0.6% | Reduced |
| Valley Brook Capital Group | 4,959 | $635.9K | 0.43% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 4,955 | $635.4K | 0.02% | +4,955 | New |
| Cascade Financial Partners, LLC | 4,933 | $632.6K | 0.07% | −272−5.2% | Reduced |
| JFS Wealth Advisors, LLC | 4,922 | $631.2K | 0.04% | −132−2.6% | Reduced |