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Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2025: 1,515 institutions
Q1 2021: 1,138 institutionsQ2 2021: 1,123 institutionsQ3 2021: 1,083 institutionsQ4 2021: 1,147 institutionsQ1 2022: 1,137 institutionsQ2 2022: 1,142 institutionsQ3 2022: 1,088 institutionsQ4 2022: 1,183 institutionsQ1 2023: 1,182 institutionsQ2 2023: 1,203 institutionsQ3 2023: 1,225 institutionsQ4 2023: 1,274 institutionsQ1 2024: 1,254 institutionsQ2 2024: 1,309 institutionsQ3 2024: 1,314 institutionsQ4 2024: 1,345 institutionsQ1 2025: 1,361 institutionsQ2 2025: 1,387 institutionsQ3 2025: 1,405 institutionsQ4 2025: 1,515 institutionsQ1 2026: 1,605 institutionsQ2 2026: 1,626 institutions
Value heldQ4 2025: $18.4B
Q1 2021: $18.7BQ2 2021: $19.8BQ3 2021: $18.0BQ4 2021: $18.5BQ1 2022: $18.3BQ2 2022: $16.9BQ3 2022: $13.7BQ4 2022: $15.5BQ1 2023: $15.2BQ2 2023: $14.9BQ3 2023: $15.1BQ4 2023: $14.2BQ1 2024: $13.6BQ2 2024: $14.7BQ3 2024: $15.2BQ4 2024: $12.7BQ1 2025: $15.4BQ2 2025: $16.2BQ3 2025: $17.2BQ4 2025: $18.4BQ1 2026: $22.0BQ2 2026: $21.3B
Institutions holding NVS and their total value by quarter
QuarterHoldersValue
Q2 20261,626$21.3B
Q1 20261,605$22.0B
Q4 20251,515$18.4B
Q3 20251,405$17.2B
Q2 20251,387$16.2B
Q1 20251,361$15.4B
Q4 20241,345$12.7B
Q3 20241,314$15.2B
Q2 20241,309$14.7B
Q1 20241,254$13.6B
Q4 20231,274$14.2B
Q3 20231,225$15.1B
Q2 20231,203$14.9B
Q1 20231,182$15.2B
Q4 20221,183$15.5B
Q3 20221,088$13.7B
Q2 20221,142$16.9B
Q1 20221,137$18.3B
Q4 20211,147$18.5B
Q3 20211,083$18.0B
Q2 20211,123$19.8B
Q1 20211,138$18.7B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Novartis AG; share changes are against Q3 2025.

Institutions holding NVS in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
MidFirst Bank290$00.00%+290New
Walleye Capital LLC1$1380.00%−20,854−100.0%Reduced
Kingdom Financial Group LLC.1$1940.00%+1New
Financial Freedom, LLC3$4520.00%00.0%Unchanged
Turning Point Benefit Group, Inc.4$5510.00%00.0%Unchanged
McGuire Capital Advisors Inc4$5510.00%+4New
Bridge Generations Wealth Management LLC5$6900.00%00.0%Unchanged
Virtus ETF Advisers LLC7$9650.00%+7New
Reyes Financial Architecture, Inc.7$9650.00%+7New
Kerr Financial Planning Corp7$1.08K0.00%−19−73.1%Reduced
Gold Investment Management Ltd.10$1.38K0.00%00.0%Unchanged
Networth Advisors, LLC10$1.38K0.00%+10New
Winch Advisory Services, LLC11$1.56K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC12$1.65K0.00%00.0%Unchanged
Luminist Capital LLC13$1.79K0.00%+13New
Granite FO LLC14$1.93K0.00%00.0%Unchanged
Kilter Group LLC14$1.93K0.00%−3−17.6%Reduced
Advocate Investing Services LLC15$2.07K0.00%+15New
Horizon Investments, LLC16$2.21K0.00%−18−52.9%Reduced
Corsicana & Co.16$2.21K0.00%00.0%Unchanged
Lummis Asset Management, LP16$2.21K0.00%+16New
Marquette Asset Management, LLC17$2.34K0.00%00.0%Unchanged
Hartford Financial Management Inc.19$2.62K0.00%00.0%Unchanged
NVWM, LLC20$2.76K0.00%00.0%Unchanged
Kozak & Associates, Inc.21$2.97K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA22$3.00K0.00%00.0%Unchanged
Navigoe, LLC23$3.00K0.00%00.0%Unchanged
Dogwood Wealth Management LLC22$3.03K0.00%+22New
Redmont Wealth Advisors LLC24$3.31K0.01%−24−50.0%Reduced
DecisionPoint Financial, LLC25$3.45K0.00%00.0%Unchanged
Evolution Wealth Management Inc.25$3.45K0.00%+25New
American Capital Advisory, LLC26$3.58K0.00%+2+8.3%Added
Newbridge Financial Services Group, Inc.27$3.67K0.00%−41−60.3%Reduced
Stone House Investment Management, LLC27$3.68K0.00%+2+8.0%Added
Estate Planners Group, LLC30$4.14K0.00%+30New
Thompson Investment Management, Inc.31$4.27K0.00%00.0%Unchanged
Paladin Partners, LLC31$4.27K0.00%+31New
TD Capital Management LLC33$4.50K0.00%+12+57.1%Added
Johnson Financial Group, Inc.33$4.55K0.00%+33New
FWL Investment Management, LLC34$4.69K0.00%+34New
Acumen Wealth Advisors, LLC35$4.83K0.00%+35New
Quent Capital, LLC36$4.96K0.00%00.0%Unchanged
Maryland Capital Advisors Inc.39$5.38K0.00%00.0%Unchanged
Wealth Preservation Advisors, LLC39$5.38K0.00%00.0%Unchanged
Hughes Financial Services, LLC39$5.38K0.00%00.0%Unchanged
Ankerstar Wealth, LLC44$6.07K0.01%+44New
Bradley & Co. Private Wealth Management, LLC45$6.20K0.00%00.0%Unchanged
Signature Resources Capital Management, LLC45$6.20K0.00%00.0%Unchanged
Godfrey Financial Associates, Inc.45$6.20K0.01%+45New
Morse Asset Management, Inc49$6.76K0.00%00.0%Unchanged
Indiana Trust & Investment Management CO50$6.89K0.00%−25−33.3%Reduced
Cedar Wealth Management, LLC50$6.89K0.00%00.0%Unchanged
Jessup Wealth Management, Inc51$7.05K0.00%+51New
Vision Retirement, LLC52$7.17K0.00%+52New
Ninety One UK Ltd52$7.17K0.00%00.0%Unchanged
Fortitude Family Office, LLC53$7.31K0.00%00.0%Unchanged
Strive Financial Group ,LLC55$7.58K0.00%+55New
Jackson, Grant Investment Advisers, Inc.56$7.72K0.00%00.0%Unchanged
Team Financial Group, LLC58$8.00K0.00%00.0%Unchanged
Creative Capital Management Investments LLC59$8.13K0.00%00.0%Unchanged
Tucker Asset Management LLC60$8.27K0.00%+60New
Stephens Consulting, LLC61$8.41K0.00%+61New
Caitlin John, LLC62$8.57K0.01%00.0%Unchanged
Boreal Capital Management LLC65$8.96K0.01%00.0%Unchanged
Kohmann Bosshard Financial Services, LLC65$8.96K0.00%+65New
Robinswood Financial LLC66$9.10K0.00%00.0%Unchanged
Safe Harbor Fiduciary, LLC66$9.10K0.01%+66New
Whipplewood Advisors, LLC66$9.10K0.01%+66New
Mascoma Wealth Management LLC67$9.24K0.00%00.0%Unchanged
Quattro Advisors LLC67$9.24K0.01%+67New
Beaird Harris Wealth Management, LLC78$10.8K0.00%00.0%Unchanged
Strategic Investment Solutions, Inc.80$11.0K0.00%00.0%Unchanged
Nemes Rush Group LLC80$11.0K0.00%+80New
Glass Jacobson Investment Advisors llc83$11.4K0.00%00.0%Unchanged
Basepoint Wealth LLC84$11.6K0.01%+84New
Prudent Man Investment Management, Inc.84$11.6K0.00%00.0%Unchanged
Entrust Financial LLC85$11.7K0.01%+85New
Archer Investment Corp86$11.9K0.00%−87−50.3%Reduced
Access Investment Management LLC93$11.9K0.00%00.0%Unchanged
MV Capital Management, Inc.88$12.1K0.00%+20+29.4%Added
Aventus Investment Advisors, Inc.90$12.4K0.01%00.0%Unchanged
New England Capital Financial Advisors LLC91$12.5K0.00%00.0%Unchanged
First Community Trust NA98$13.5K0.01%00.0%Unchanged
Westend Capital Management, LLC100$13.8K0.00%00.0%Unchanged
Horrell Capital Management, Inc.100$13.8K0.01%00.0%Unchanged
West Branch Capital LLC100$13.8K0.00%00.0%Unchanged
Hamrick Investment Counsel, llc100$13.8K0.01%+100New
Legacy Wealth Managment, LLC104$14.3K0.01%−141−57.6%Reduced
Park Square Financial Group, LLC150$14.6K0.09%−23−13.3%Reduced
Asset Planning,Inc107$14.7K0.01%00.0%Unchanged
Principia Wealth Advisory, LLC110$15.2K0.01%+2+1.9%Added
Darwin Advisors, LLC112$15.5K0.00%00.0%Unchanged
Navalign, LLC113$15.6K0.00%+113New
Pacific Center for Financial Services123$15.8K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc116$16.0K0.00%00.0%Unchanged
Abound Wealth Management117$16.1K0.00%+102+680.0%Added
Lavaca Capital LLC119$16.4K0.00%00.0%Unchanged
High Point Wealth Management, LLC123$16.9K0.02%+123New
Princeton Global Asset Management LLC123$17.0K0.00%00.0%Unchanged
Bare Financial Services, Inc124$17.1K0.00%00.0%Unchanged