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 |
|---|---|---|---|---|---|
| Miracle Mile Advisors, LLC | 3,619 | $464.1K | 0.01% | +328+10.0% | Added |
| Arete Wealth Advisors, LLC | 3,614 | $463.0K | 0.03% | +16+0.4% | Added |
| Spears Abacus Advisors LLC | 3,608 | $462.7K | 0.01% | +822+29.5% | Added |
| Gitterman Wealth Management, LLC | 3,607 | $462.6K | 0.11% | +316+9.6% | Added |
| Colonial Trust Co | 3,600 | $461.7K | 0.06% | −13−0.4% | Reduced |
| Glenview Trust Co | 3,554 | $455.8K | 0.01% | −246−6.5% | Reduced |
| Cetera Trust Company, N.A | 3,552 | $455.5K | 0.26% | −175−4.7% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,544 | $454.4K | 0.03% | +17+0.5% | Added |
| Capital Investment Advisors, LLC | 3,539 | $453.8K | 0.01% | −355−9.1% | Reduced |
| Wealthspire Advisors, LLC | 3,535 | $453.4K | 0.00% | −1,017−22.3% | Reduced |
| Wesbanco Bank Inc | 3,524 | $451.9K | 0.01% | −140−3.8% | Reduced |
| Genus Capital Management Inc. | 3,522 | $451.7K | 0.05% | +433+14.0% | Added |
| Texas Yale Capital Corp. | 3,512 | $450.4K | 0.01% | −440−11.1% | Reduced |
| Boston Private Wealth LLC | 3,510 | $450.1K | 0.02% | −1,115−24.1% | Reduced |
| Tred Avon Family Wealth, LLC | 3,508 | $449.9K | 0.15% | +3,508 | New |
| Cherokee Insurance Co | 3,500 | $448.8K | 0.19% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 3,499 | $448.7K | 0.10% | −200−5.4% | Reduced |
| Crew Capital Management, Ltd. | 3,499 | $448.7K | 0.30% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 3,498 | $448.5K | 0.20% | 00.0% | Unchanged |
| MMBG Investment Advisors Co. | 3,492 | $447.8K | 0.04% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 3,438 | $446.8K | 0.01% | +329+10.6% | Added |
| Nwam LLC | 3,402 | $445.2K | 0.02% | −130−3.7% | Reduced |
| Cornerstone Wealth Management, LLC | 3,471 | $445.1K | 0.02% | −214−5.8% | Reduced |
| CoreFirst Bank & Trust | 3,460 | $443.7K | 0.24% | +30+0.9% | Added |
| Southland Equity Partners LLC | 3,416 | $438.1K | 0.09% | +36+1.1% | Added |
| Heck Capital Advisors, LLC | 3,406 | $436.8K | 0.03% | +56+1.7% | Added |
| Three Seasons Wealth, LLC | 3,400 | $436.0K | 0.04% | 00.0% | Unchanged |
| Haven Private, LLC | 3,399 | $435.9K | 0.19% | −2,169−39.0% | Reduced |
| Smith, Salley & Associates | 3,392 | $435.0K | 0.02% | 00.0% | Unchanged |
| Round Hill Asset Management | 3,392 | $435.0K | 0.29% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 3,380 | $433.4K | 0.01% | +63+1.9% | Added |
| Michels Family Financial, LLC | 3,378 | $433.2K | 0.34% | −104−3.0% | Reduced |
| Pinnacle Bancorp, Inc. | 3,378 | $433.2K | 0.13% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 3,374 | $432.7K | 0.03% | −120−3.4% | Reduced |
| Sachetta, LLC | 3,373 | $432.5K | 0.16% | −25−0.7% | Reduced |
| Canopy Partners, LLC | 3,353 | $430.0K | 0.14% | +230+7.4% | Added |
| Icapital Wealth LLC | 3,352 | $429.9K | 0.24% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 3,343 | $428.7K | 0.19% | 00.0% | Unchanged |
| Intergy Private Wealth, LLC | 3,341 | $428.4K | 0.13% | +169+5.3% | Added |
| Elmwood Wealth Management, Inc. | 3,340 | $428.3K | 0.15% | +787+30.8% | Added |
| LaFleur & Godfrey LLC | 3,337 | $427.9K | 0.05% | −160−4.6% | Reduced |
| Hendershot Investments Inc. | 3,331 | $427.2K | 0.05% | 00.0% | Unchanged |
| Foster Group, Inc. | 3,315 | $425.1K | 0.01% | +255+8.3% | Added |
| Sageworth Trust Co | 3,310 | $424.5K | 0.02% | +3,310 | New |
| Traveka Wealth, LLC | 3,290 | $421.9K | 0.19% | +35+1.1% | Added |
| FLC Capital Advisors | 3,286 | $421.4K | 0.08% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 3,432 | $420.8K | 0.04% | +462+15.6% | Added |
| Chapman Financial Group, LLC | 3,272 | $419.6K | 0.29% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 3,272 | $419.6K | 0.07% | +3,272 | New |
| Ameritas Advisory Services, LLC | 3,271 | $419.4K | 0.03% | −5,134−61.1% | Reduced |
| Freestone Capital Holdings, LLC | 3,263 | $418.4K | 0.01% | −5−0.2% | Reduced |
| Capital Investment Advisory Services, LLC | 3,262 | $418.3K | 0.03% | +13+0.4% | Added |
| King Wealth | 3,258 | $418.0K | 0.05% | 00.0% | Unchanged |
| LCM Capital Management Inc | 3,227 | $413.8K | 0.20% | −74−2.2% | Reduced |
| Summit Financial Wealth Advisors, LLC | 3,121 | $411.1K | 0.06% | +36+1.2% | Added |
| EverSource Wealth Advisors, LLC | 3,201 | $410.4K | 0.02% | +180+6.0% | Added |
| Ethos Financial Group, LLC | 3,196 | $409.9K | 0.03% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 3,189 | $409.0K | 0.10% | +230+7.8% | Added |
| Gibbs Wealth Management | 3,181 | $407.9K | 0.09% | −713−18.3% | Reduced |
| Xponance, Inc. | 3,179 | $407.7K | 0.00% | +408+14.7% | Added |
| McDaniel Terry & Co | 3,177 | $407.4K | 0.03% | −323−9.2% | Reduced |
| Focus Financial Network, Inc. | 3,176 | $407.3K | 0.01% | −7−0.2% | Reduced |
| Central Pacific Bank - Trust Division | 3,175 | $407.2K | 0.05% | −425−11.8% | Reduced |
| Garland Capital Management Inc | 3,170 | $406.5K | 5.59% | −8,330−72.4% | Reduced |
| Riversedge Advisors, LLC | 3,170 | $406.5K | 0.07% | +397+14.3% | Added |
| Independent Financial Group, LLC | 3,155 | $404.6K | 0.01% | +78+2.5% | Added |
| First Citizens Bank & Trust Co | 3,138 | $402.4K | 0.01% | −42−1.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,124 | $400.6K | 0.03% | −432−12.1% | Reduced |
| Range Financial Group LLC | 3,122 | $400.4K | 0.14% | +25+0.8% | Added |
| Broderick Brian C | 3,121 | $400.2K | 0.08% | −1,082−25.7% | Reduced |
| Millstone Evans Group, LLC | 3,102 | $397.8K | 0.25% | 00.0% | Unchanged |
| Lantern Wealth Advisors, LLC | 3,100 | $397.5K | 0.21% | +200+6.9% | Added |
| Certior Financial Group, LLC | 3,089 | $396.1K | 0.27% | −201−6.1% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 3,084 | $395.5K | 0.16% | 00.0% | Unchanged |
| Woodstock Corp | 3,077 | $394.6K | 0.03% | 00.0% | Unchanged |
| CNB Bank | 3,074 | $394.2K | 0.16% | −261−7.8% | Reduced |
| PFG Investments, LLC | 3,068 | $393.4K | 0.02% | +18+0.6% | Added |
| Charter Trust Co | 3,063 | $392.8K | 0.02% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 3,058 | $392.2K | 0.12% | +388+14.5% | Added |
| Perennial Investment Advisors, LLC | 3,052 | $391.4K | 0.03% | −15−0.5% | Reduced |
| TigerOak Management, L.L.C. | 3,050 | $391.1K | 0.12% | −15−0.5% | Reduced |
| Klingenstein Fields & Co LP | 3,047 | $390.7K | 0.01% | −3,500−53.5% | Reduced |
| Addison Advisors LLC | 3,028 | $388.3K | 0.09% | +56+1.9% | Added |
| SCS Capital Management LLC | 3,026 | $388.1K | 0.00% | −1,725−36.3% | Reduced |
| Thoroughbred Financial Services, LLC | 3,019 | $387.0K | 0.02% | +170+6.0% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 3,011 | $386.1K | 0.38% | 00.0% | Unchanged |
| Sentry LLC | 3,010 | $386.0K | 0.10% | 00.0% | Unchanged |
| J Hagan Capital, Inc. | 3,010 | $386.0K | 0.23% | 00.0% | Unchanged |
| BSW Wealth Partners | 3,008 | $385.7K | 0.05% | −478−13.7% | Reduced |
| Invested Advisors | 3,846 | $385.4K | 0.56% | +3,846 | New |
| Abner Herrman & Brock LLC | 3,000 | $385.0K | 0.04% | +3,000 | New |
| Beacon Investment Advisors LLC | 3,000 | $384.7K | 0.16% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 2,980 | $382.2K | 0.05% | −134,427−97.8% | Reduced |
| Almanack Investment Partners, LLC. | 2,952 | $378.6K | 0.06% | −726−19.7% | Reduced |
| Crestwood Advisors Group LLC | 2,939 | $376.9K | 0.01% | +189+6.9% | Added |
| Vicus Capital | 2,936 | $376.5K | 0.03% | 00.0% | Unchanged |
| Caldwell Trust Co | 2,928 | $375.5K | 0.04% | −199−6.4% | Reduced |
| Wulff, Hansen & Co. | 2,925 | $375.1K | 0.32% | 00.0% | Unchanged |
| Carr Financial Group Corp | 2,923 | $374.8K | 0.10% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 2,906 | $372.6K | 0.06% | −539−15.6% | Reduced |