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 |
|---|---|---|---|---|---|
| Mark Sheptoff Financial Planning, LLC | 4,916 | $630.4K | 0.30% | −57−1.1% | Reduced |
| Abel Hall, LLC | 4,893 | $627.5K | 0.25% | +710+17.0% | Added |
| One Wealth Advisors, LLC | 4,892 | $627.4K | 0.08% | +2,516+105.9% | Added |
| Benjamin Edwards Inc | 4,890 | $627.1K | 0.01% | +590+13.7% | Added |
| Thornburg Investment Management Inc | 4,889 | $627.0K | 0.01% | 00.0% | Unchanged |
| Brucke Financial, Inc. | 5,052 | $625.4K | 0.37% | −1,000−16.5% | Reduced |
| Wedbush Securities Inc | 4,874 | $625.0K | 0.02% | +1,179+31.9% | Added |
| First American Trust, FSB | 4,856 | $622.7K | 0.05% | +10.0% | Added |
| Visionary Horizons, LLC | 4,830 | $619.4K | 0.35% | −290−5.7% | Reduced |
| Principle Wealth Partners LLC | 4,822 | $618.4K | 0.04% | −25−0.5% | Reduced |
| Aprio Wealth Management, LLC | 4,792 | $614.5K | 0.06% | +1,696+54.8% | Added |
| Oarsman Capital, Inc. | 4,779 | $612.9K | 0.09% | −295−5.8% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 4,766 | $611.2K | 0.12% | +238+5.3% | Added |
| Ronald Blue Trust, Inc. | 4,763 | $610.9K | 0.01% | +78+1.7% | Added |
| Lazard Asset Management LLC | 4,727 | $606.2K | 0.00% | 00.0% | Unchanged |
| Cullen Investment Group, Ltd. | 4,559 | $603.6K | 0.08% | −377−7.6% | Reduced |
| D. E. Shaw & Co., Inc. | 4,706 | $603.5K | 0.00% | −7,866−62.6% | Reduced |
| Seven Mile Advisory | 4,703 | $603.1K | 0.10% | +346+7.9% | Added |
| Cullinan Associates Inc | 4,700 | $602.7K | 0.04% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 4,695 | $602.1K | 0.08% | +250+5.6% | Added |
| Mesirow Financial Investment Management, Inc. | 4,630 | $593.8K | 0.01% | 00.0% | Unchanged |
| Rossmore Private Capital | 4,627 | $593.4K | 0.06% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 4,622 | $592.8K | 0.02% | +2,054+80.0% | Added |
| Essex Savings Bank | 4,611 | $591.3K | 0.13% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 4,587 | $588.2K | 0.05% | −36−0.8% | Reduced |
| Resonant Capital Advisors, LLC | 4,586 | $588.1K | 0.03% | +675+17.3% | Added |
| Washington Trust Co | 4,581 | $587.5K | 0.02% | 00.0% | Unchanged |
| Stablepoint Partners, LLC | 4,572 | $586.3K | 0.09% | −15−0.3% | Reduced |
| Intellectus Partners, LLC | 4,538 | $582.0K | 0.11% | 00.0% | Unchanged |
| Summit Financial, LLC | 4,534 | $581.5K | 0.01% | −29−0.6% | Reduced |
| Hartford Funds Management Co LLC | 4,493 | $576.4K | 0.05% | −3,174−41.4% | Reduced |
| IHT Wealth Management, LLC | 4,492 | $576.0K | 0.01% | +561+14.3% | Added |
| Cyndeo Wealth Partners, LLC | 4,481 | $574.6K | 0.03% | −112−2.4% | Reduced |
| Dakota Wealth Management | 4,476 | $574.0K | 0.01% | −1,573−26.0% | Reduced |
| Beddow Capital Management Inc | 4,450 | $571.0K | 0.21% | −15−0.3% | Reduced |
| Icon Wealth Advisors, LLC | 4,446 | $570.1K | 0.04% | +981+28.3% | Added |
| RNC Capital Management LLC | 4,436 | $568.9K | 0.03% | +310+7.5% | Added |
| Clear Harbor Asset Management, LLC | 4,428 | $567.8K | 0.04% | −310−6.5% | Reduced |
| First City Capital Management, Inc. | 4,420 | $566.8K | 0.31% | −194−4.2% | Reduced |
| Davidson Trust Co | 4,410 | $565.5K | 0.23% | −122−2.7% | Reduced |
| Marino, Stram & Associates LLC | 4,401 | $564.4K | 0.10% | −91−2.0% | Reduced |
| Mill Capital Management, LLC | 4,388 | $562.7K | 0.04% | −50−1.1% | Reduced |
| Regatta Capital Group, LLC | 4,385 | $562.3K | 0.09% | −123−2.7% | Reduced |
| AlTi Global, Inc. | 4,379 | $561.6K | 0.01% | −40−0.9% | Reduced |
| Sage Mountain Advisors LLC | 4,378 | $561.5K | 0.03% | +1,367+45.4% | Added |
| Pinnacle West Asset Management, Inc. | 4,370 | $560.0K | 0.36% | +140+3.3% | Added |
| Grimes & Company, Inc. | 4,351 | $558.0K | 0.01% | −177−3.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,350 | $557.8K | 0.07% | +562+14.8% | Added |
| Violich Capital Management, Inc. | 4,347 | $557.5K | 0.07% | −50−1.1% | Reduced |
| Syon Capital LLC | 4,346 | $557.3K | 0.03% | +2,433+127.2% | Added |
| Curbstone Financial Management Corp | 4,344 | $557.1K | 0.11% | −100−2.3% | Reduced |
| Alliance Wealth Advisors, LLC | 4,331 | $555.4K | 0.13% | +820+23.4% | Added |
| Tranquilli Financial Advisor LLC | 4,301 | $551.6K | 0.33% | −92−2.1% | Reduced |
| Allianz Asset Management GmbH | 4,300 | $551.4K | 0.00% | −2,000−31.7% | Reduced |
| Wolverine Trading, LLC | 4,415 | $547.9K | 0.01% | −5,061−53.4% | Reduced |
| Patton Albertson Miller Group, LLC | 4,259 | $546.2K | 0.07% | −539−11.2% | Reduced |
| Allen Wealth Management, LLC | 4,170 | $534.8K | 0.36% | −375−8.3% | Reduced |
| Steel Peak Wealth Management LLC | 4,133 | $530.0K | 0.02% | +4,133 | New |
| Private Wealth Asset Management, LLC | 4,127 | $529.2K | 0.06% | +5+0.1% | Added |
| Baker Tilly Wealth Management, LLC | 4,119 | $528.2K | 0.12% | −47−1.1% | Reduced |
| Cromwell Holdings LLC | 4,117 | $528.0K | 0.28% | 00.0% | Unchanged |
| Hemenway Trust Co LLC | 4,110 | $527.1K | 0.04% | −25−0.6% | Reduced |
| NBC Securities, Inc. | 4,107 | $526.7K | 0.04% | −7,690−65.2% | Reduced |
| Rational Advisors LLC | 4,106 | $526.6K | 0.05% | +4,106 | New |
| Knightsbridge Asset Management, LLC | 4,105 | $526.5K | 0.09% | −145−3.4% | Reduced |
| Argonautica Private Wealth Management, Inc | 4,095 | $525.2K | 0.15% | +126+3.2% | Added |
| Mutual Advisors, LLC | 3,968 | $522.4K | 0.01% | +94+2.4% | Added |
| Argyle Capital Partners, LLC | 4,061 | $520.8K | 0.37% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 4,054 | $519.9K | 0.10% | +533+15.1% | Added |
| S.A. Mason LLC | 4,040 | $518.1K | 0.23% | 00.0% | Unchanged |
| Strategic Investment Advisors | 4,021 | $515.2K | 0.05% | −302−7.0% | Reduced |
| Natural Investments, LLC | 4,010 | $514.0K | 0.13% | −32−0.8% | Reduced |
| Klingman & Associates, LLC | 3,990 | $511.7K | 0.03% | +706+21.5% | Added |
| D'Orazio & Associates, Inc. | 3,978 | $510.1K | 0.07% | +60+1.5% | Added |
| YHB Investment Advisors, Inc. | 3,943 | $505.6K | 0.04% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 3,905 | $500.8K | 0.23% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 3,896 | $499.6K | 0.09% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 3,849 | $493.6K | 0.08% | +207+5.7% | Added |
| Optas, LLC | 3,842 | $492.7K | 0.08% | +463+13.7% | Added |
| Equitable Holdings, Inc. | 3,829 | $491.0K | 0.00% | +212+5.9% | Added |
| Aureus Asset Management, LLC | 3,813 | $489.0K | 0.03% | +190+5.2% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 3,812 | $488.9K | 0.04% | −50−1.3% | Reduced |
| RiverFront Investment Group, LLC | 3,798 | $487.1K | 0.01% | −172−4.3% | Reduced |
| Hollow Brook Wealth Management LLC | 3,788 | $485.8K | 0.11% | 00.0% | Unchanged |
| Verity & Verity, LLC | 3,778 | $484.5K | 0.04% | 00.0% | Unchanged |
| Monument Capital Management | 3,778 | $484.5K | 0.12% | +3,778 | New |
| Aull & Monroe Investment Management Corp | 3,771 | $483.6K | 0.25% | +150+4.1% | Added |
| Veracity Capital LLC | 3,766 | $483.0K | 0.16% | +59+1.6% | Added |
| TCG Advisory Services, LLC | 3,766 | $483.0K | 0.02% | +311+9.0% | Added |
| Altfest L J & Co Inc | 3,758 | $481.9K | 0.05% | −63−1.6% | Reduced |
| Arvest Investments, Inc. | 3,751 | $481.0K | 0.07% | −42−1.1% | Reduced |
| Opal Wealth Advisors, LLC | 3,731 | $478.5K | 0.13% | +1,293+53.0% | Added |
| Roxbury Financial LLC | 3,717 | $476.7K | 0.44% | −10.0% | Reduced |
| Cohen Investment Advisors LLC | 3,712 | $476.0K | 0.23% | +109+3.0% | Added |
| Moneta Group Investment Advisors LLC | 3,705 | $475.1K | 0.00% | +204+5.8% | Added |
| Institute for Wealth Management, LLC. | 3,698 | $474.2K | 0.05% | 00.0% | Unchanged |
| Acorn Creek Capital LLC | 3,682 | $472.2K | 0.18% | +47+1.3% | Added |
| Burke & Herbert Bank & Trust Co | 3,654 | $468.6K | 0.10% | 00.0% | Unchanged |
| Wealth Alliance | 3,623 | $464.6K | 0.05% | +56+1.6% | Added |
| Pointe Capital Management LLC | 3,622 | $464.5K | 0.23% | 00.0% | Unchanged |