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; 1,626 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, Q4 2025
Institutional positions in Novartis AG as of Dec 31, 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
- 1,515
- +142 vs. Q3 2025
- Shares held
- 133.3M
- −416.3K (−0.3%) vs. Q3 2025
- Total value
- $18.4B
- +$1.23B (+7.2%) vs. Q3 2025
- New holders
- 209
- 496 more added
- Sold out
- 67
- 478 more reduced
32 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 1,626 | $21.3B |
| Q1 2026 | 1,605 | $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, Q4 2025
Shares, value and share of portfolio for each institution holding Novartis AG; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dodge & Cox | 9,014,641 | $1.24B | 0.67% | −1,570,504−14.8% | Reduced |
| Morgan Stanley | 8,876,906 | $1.22B | 0.07% | +1,148,033+14.9% | Added |
| Dimensional Fund Advisors LP | 8,524,394 | $1.18B | 0.25% | −316,292−3.6% | Reduced |
| Primecap Management Co | 7,579,274 | $1.04B | 0.79% | −1,762,580−18.9% | Reduced |
| Fisher Asset Management, LLC | 7,465,850 | $1.03B | 0.35% | +226,484+3.1% | Added |
| Loomis Sayles & Co L P | 5,534,215 | $763.0M | 0.92% | −130,696−2.3% | Reduced |
| Bank of America Corp | 4,549,016 | $627.2M | 0.05% | −56,862−1.2% | Reduced |
| Franklin Resources Inc | 4,479,307 | $617.6M | 0.15% | +419,988+10.3% | Added |
| GQG Partners LLC | 3,158,122 | $435.4M | 0.72% | +895,255+39.6% | Added |
| BlackRock, Inc. | 2,808,091 | $387.2M | 0.01% | +277,885+11.0% | Added |
| Goldman Sachs Group Inc | 2,745,444 | $378.5M | 0.05% | −204,203−6.9% | Reduced |
| Northern Trust Corp | 2,351,181 | $324.2M | 0.04% | −20,208−0.9% | Reduced |
| Janus Henderson Group PLC | 2,234,418 | $308.1M | 0.14% | +165,692+8.0% | Added |
| Cullen Capital Management LLC | 2,080,796 | $286.9M | 3.13% | +10,419+0.5% | Added |
| Raymond James Financial Inc | 1,845,605 | $254.5M | 0.08% | +197,431+12.0% | Added |
| Wells Fargo & Company | 1,842,043 | $254.0M | 0.05% | +12,199+0.7% | Added |
| Principal Financial Group Inc | 1,809,158 | $249.4M | 0.13% | −279,382−13.4% | Reduced |
| Envestnet Asset Management Inc | 1,782,198 | $245.7M | 0.07% | −37,062−2.0% | Reduced |
| FMR LLC | 1,662,296 | $229.2M | 0.01% | +62,559+3.9% | Added |
| State Street Corp | 1,450,061 | $202.1M | 0.01% | −50,313−3.4% | Reduced |
| UBS Group AG | 1,361,274 | $187.7M | 0.04% | −240,859−15.0% | Reduced |
| Renaissance Technologies LLC | 1,343,033 | $185.2M | 0.29% | −534,798−28.5% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 1,061,372 | $146.3M | 0.40% | −74,878−6.6% | Reduced |
| Bank of Montreal | 984,599 | $135.7M | 0.06% | −60,592−5.8% | Reduced |
| Scharf Investments, LLC | 962,900 | $132.8M | 3.57% | −248,048−20.5% | Reduced |
| Van Eck Associates Corp | 960,657 | $132.4M | 0.11% | +515,999+116.0% | Added |
| Earnest Partners LLC | 921,396 | $127.0M | 0.54% | +81,370+9.7% | Added |
| Truist Financial Corp | 887,296 | $122.3M | 0.16% | +54,682+6.6% | Added |
| Natixis Advisors, L.P. | 838,382 | $115.6M | 0.16% | −61,636−6.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 787,977 | $108.6M | 0.06% | +787,977 | New |
| Marshall Wace, LLP | 693,356 | $95.6M | 0.09% | −475,401−40.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 651,144 | $89.8M | 0.24% | +609,022+1,445.9% | Added |
| American Century Companies Inc | 618,268 | $85.2M | 0.04% | +57,204+10.2% | Added |
| LPL Financial LLC | 607,748 | $83.8M | 0.02% | +56,213+10.2% | Added |
| Harding Loevner LP | 603,387 | $83.2M | 0.73% | −26,571−4.2% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 601,912 | $83.0M | 3.95% | −4,868−0.8% | Reduced |
| JPMorgan Chase & Co | 592,652 | $81.7M | 0.01% | +55,109+10.3% | Added |
| Royal Bank of Canada | 577,922 | $79.7M | 0.01% | +25,995+4.7% | Added |
| Bristol John W & Co Inc | 569,718 | $78.5M | 1.21% | −12,005−2.1% | Reduced |
| Ameriprise Financial Inc | 569,722 | $78.5M | 0.02% | −14,931−2.6% | Reduced |
| SEI Investments Co | 565,012 | $77.9M | 0.08% | +44,921+8.6% | Added |
| CIBC World Markets Inc. | 528,563 | $72.9M | 0.13% | +374,016+242.0% | Added |
| CIBC Private Wealth Group, LLC | 517,027 | $71.3M | 0.12% | +21,236+4.3% | Added |
| NewEdge Wealth, LLC | 505,339 | $69.7M | 0.79% | +18,875+3.9% | Added |
| Harvest Portfolios Group Inc. | 492,014 | $67.8M | 1.18% | +6,684+1.4% | Added |
| CI Private Wealth, LLC | 479,904 | $66.2M | 0.09% | +21,364+4.7% | Added |
| Clark Capital Management Group, Inc. | 445,689 | $61.4M | 0.38% | −255,169−36.4% | Reduced |
| Creative Planning | 438,963 | $60.5M | 0.04% | +15,145+3.6% | Added |
| Todd Asset Management LLC | 434,246 | $59.9M | 1.17% | −5,633−1.3% | Reduced |
| Assetmark, Inc | 406,231 | $56.0M | 0.11% | +48,080+13.4% | Added |
| TCTC Holdings, LLC | 394,089 | $54.3M | 1.62% | +2,653+0.7% | Added |
| First Trust Advisors LP | 371,761 | $51.3M | 0.04% | −83,242−18.3% | Reduced |
| Lord, Abbett & Co. LLC | 366,160 | $50.5M | 0.15% | +366,160 | New |
| Defilade Capital Management, L.P. | 362,816 | $50.0M | 6.78% | +362,816 | New |
| Mirae Asset Global Investments Co., Ltd. | 342,536 | $47.2M | 0.13% | −56,622−14.2% | Reduced |
| Janney Montgomery Scott LLC | 319,855 | $44.1M | 0.10% | +6,573+2.1% | Added |
| Bank of New York Mellon Corp | 318,126 | $43.9M | 0.01% | +5,758+1.8% | Added |
| Saturna Capital CORP | 312,662 | $43.1M | 0.57% | −2,639−0.8% | Reduced |
| Quantinno Capital Management LP | 301,191 | $41.5M | 0.08% | +48,545+19.2% | Added |
| O'Shaughnessy Asset Management, LLC | 300,078 | $41.4M | 0.23% | +14,273+5.0% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 299,175 | $41.2M | 0.11% | −31,857−9.6% | Reduced |
| Cerity Partners LLC | 294,770 | $40.6M | 0.06% | −37,912−11.4% | Reduced |
| Charles Schwab Investment Management Inc | 290,480 | $40.0M | 0.01% | +29,653+11.4% | Added |
| Teachers Retirement System of the State of Kentucky | 274,950 | $37.9M | 0.28% | 00.0% | Unchanged |
| Stifel Financial Corp | 272,382 | $37.6M | 0.03% | +15,630+6.1% | Added |
| Cookson Peirce & Co Inc | 268,943 | $37.1M | 1.54% | −3,226−1.2% | Reduced |
| US Bancorp | 267,269 | $36.8M | 0.04% | +13,012+5.1% | Added |
| Brandes Investment Partners, LP | 262,797 | $36.2M | 0.28% | +14,922+6.0% | Added |
| Old Mission Capital LLC | 254,991 | $35.2M | 1.36% | +254,991 | New |
| HighTower Advisors, LLC | 251,375 | $34.7M | 0.04% | −1,828−0.7% | Reduced |
| Integral Health Asset Management, LLC | 250,000 | $34.5M | 1.75% | +50,000+25.0% | Added |
| Midwest Trust Co | 249,741 | $34.4M | 0.43% | −2,611−1.0% | Reduced |
| MML Investors Services, LLC | 242,771 | $33.5M | 0.08% | +25,802+11.9% | Added |
| Mariner, LLC | 236,476 | $32.6M | 0.04% | +1,586+0.7% | Added |
| Toroso Investments, LLC | 226,256 | $31.2M | 0.13% | −75,180−24.9% | Reduced |
| First Financial Bankshares Inc | 224,783 | $31.0M | 0.62% | +2,546+1.1% | Added |
| Oppenheimer Asset Management Inc. | 220,181 | $30.4M | 0.37% | −2,711−1.2% | Reduced |
| D.A. Davidson & Co. | 219,714 | $30.3M | 0.19% | −4,833−2.2% | Reduced |
| Martin Investment Management, LLC | 211,504 | $29.2M | 8.16% | −6,239−2.9% | Reduced |
| The PNC Financial Services Group, Inc. | 210,204 | $29.0M | 0.02% | −2,580−1.2% | Reduced |
| Colony Group, LLC | 208,560 | $28.7M | 0.03% | +152,616+272.8% | Added |
| Promethos Capital, LLC | 224,804 | $28.6M | 7.78% | +17,624+8.5% | Added |
| Managed Asset Portfolios, LLC | 198,636 | $27.4M | 3.31% | −660.0% | Reduced |
| Jones Financial Companies LLLP | 196,282 | $27.1M | 0.02% | +10,709+5.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 186,406 | $26.6M | 0.04% | +6,218+3.5% | Added |
| Godsey & Gibb Associates | 191,084 | $26.3M | 2.37% | −2,178−1.1% | Reduced |
| Brown Advisory Inc | 188,406 | $26.0M | 0.04% | −547−0.3% | Reduced |
| AQR Capital Management LLC | 186,600 | $25.7M | 0.01% | +50,641+37.2% | Added |
| New York State Common Retirement Fund | 185,366 | $25.6M | 0.03% | +79,068+74.4% | Added |
| Cetera Investment Advisers | 178,949 | $24.7M | 0.03% | −878−0.5% | Reduced |
| Abc Arbitrage SA | 176,749 | $24.4M | 2.28% | +176,749 | New |
| Invesco Ltd. | 175,677 | $24.2M | 0.00% | −3,362−1.9% | Reduced |
| Mercer Global Advisors Inc | 156,158 | $24.1M | 0.04% | +19,787+14.5% | Added |
| Foresight Global Investors, Inc. | 172,083 | $23.7M | 11.17% | +400+0.2% | Added |
| Commonwealth Equity Services, LLC | 168,386 | $23.2M | 0.03% | −10,136−5.7% | Reduced |
| Advisor Group Holdings, Inc. | 166,724 | $23.0M | 0.03% | −65,183−28.1% | Reduced |
| Capital Wealth Planning, LLC | 163,545 | $22.7M | 0.15% | +44,640+37.5% | Added |
| Captrust Financial Advisors | 161,252 | $22.2M | 0.04% | +7,103+4.6% | Added |
| HRT Financial LP | 157,661 | $21.7M | 0.07% | +18,802+13.5% | Added |
| Oak Associates, Ltd | 156,995 | $21.6M | 1.30% | +1,136+0.7% | Added |