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 |
|---|---|---|---|---|---|
| Bangor Savings Bank | 6,645 | $916.1K | 0.07% | −256−3.7% | Reduced |
| First Horizon Corp | 6,664 | $918.8K | 0.04% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 6,674 | $920.1K | 0.00% | −18−0.3% | Reduced |
| Umb Bank N A | 6,675 | $920.3K | 0.01% | +1,010+17.8% | Added |
| Anchor Investment Management, LLC | 6,726 | $927.3K | 0.08% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 6,753 | $931.0K | 0.28% | 00.0% | Unchanged |
| National Asset Management, Inc. | 6,786 | $935.6K | 0.04% | −1,186−14.9% | Reduced |
| StrongBox Wealth, LLC | 6,789 | $936.0K | 0.31% | +850+14.3% | Added |
| Farringdon Capital, Ltd. | 6,791 | $936.3K | 0.23% | +6,791 | New |
| Hutner Capital Management Inc | 6,832 | $941.9K | 0.39% | +399+6.2% | Added |
| Cypress Asset Management Inc | 6,835 | $942.3K | 0.21% | −40−0.6% | Reduced |
| Romano Brothers and Company | 6,843 | $943.4K | 0.11% | −200−2.8% | Reduced |
| Kimelman & Baird, LLC | 6,850 | $944.4K | 0.07% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 6,879 | $948.4K | 0.11% | +242+3.6% | Added |
| Lee Danner & Bass Inc | 6,959 | $959.4K | 0.07% | 00.0% | Unchanged |
| Central Trust Co | 6,990 | $963.7K | 0.02% | −260−3.6% | Reduced |
| South State Corp. | 7,022 | $968.1K | 0.04% | −219−3.0% | Reduced |
| St. Clair Advisors, LLC | 7,092 | $977.8K | 0.25% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 7,166 | $988.0K | 0.00% | +2,439+51.6% | Added |
| Rational Advisors LLC | 7,186 | $990.7K | 0.10% | +3,080+75.0% | Added |
| Twin City Private Wealth, LLC | 7,203 | $993.1K | 0.75% | −133−1.8% | Reduced |
| SRS Capital Advisors, Inc. | 7,213 | $994.5K | 0.03% | −716−9.0% | Reduced |
| Sowell Financial Services LLC | 7,216 | $994.9K | 0.04% | +645+9.8% | Added |
| Associated Banc-Corp | 7,286 | $1.00M | 0.03% | −70−1.0% | Reduced |
| Aprio Wealth Management, LLC | 7,301 | $1.01M | 0.06% | +2,509+52.4% | Added |
| Applied Finance Capital Management, LLC | 7,352 | $1.01M | 0.07% | −211−2.8% | Reduced |
| Harbour Investments, Inc. | 7,397 | $1.02M | 0.02% | +1,481+25.0% | Added |
| Beverly Hills Private Wealth, LLC | 7,461 | $1.03M | 0.18% | −680−8.4% | Reduced |
| Verition Fund Management LLC | 7,506 | $1.03M | 0.01% | +7,506 | New |
| Kennon-Green & Company, LLC | 7,507 | $1.03M | 0.82% | −339−4.3% | Reduced |
| Covenant Partners, LLC | 7,542 | $1.04M | 0.30% | 00.0% | Unchanged |
| Castlekeep Investment Advisors LLC | 7,574 | $1.04M | 0.47% | −349−4.4% | Reduced |
| Portside Wealth Group, LLC | 7,606 | $1.05M | 0.14% | +1,476+24.1% | Added |
| May Hill Capital, LLC | 7,615 | $1.05M | 0.28% | +110+1.5% | Added |
| Sage Rhino Capital LLC | 7,620 | $1.05M | 0.20% | −399−5.0% | Reduced |
| Ruggaard & Associates LLC | 7,635 | $1.05M | 0.41% | +236+3.2% | Added |
| Wedmont Private Capital | 7,416 | $1.05M | 0.04% | +949+14.7% | Added |
| Montag A & Associates Inc | 7,646 | $1.05M | 0.05% | −4−0.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,976 | $1.06M | 0.01% | +425+6.5% | Added |
| Harbour Trust & Investment Management Co | 7,719 | $1.06M | 0.11% | −344−4.3% | Reduced |
| Avidian Wealth Solutions, LLC | 7,812 | $1.08M | 0.04% | −115−1.5% | Reduced |
| Resources Investment Advisors, LLC. | 7,840 | $1.08M | 0.01% | +760+10.7% | Added |
| Independent Advisor Alliance | 7,846 | $1.08M | 0.03% | +2,463+45.8% | Added |
| Jacobi Capital Management LLC | 7,859 | $1.08M | 0.06% | −24−0.3% | Reduced |
| Valley National Advisers Inc | 7,889 | $1.09M | 0.15% | +5+0.1% | Added |
| Chilton Capital Management LLC | 7,889 | $1.09M | 0.04% | −731−8.5% | Reduced |
| Five Oceans Advisors | 7,908 | $1.09M | 0.39% | 00.0% | Unchanged |
| Keystone Financial Services | 7,908 | $1.09M | 0.33% | −143−1.8% | Reduced |
| Minot DeBlois Advisors LLC | 7,965 | $1.10M | 0.99% | −398−4.8% | Reduced |
| Kingsview Wealth Management, LLC | 7,981 | $1.10M | 0.02% | +336+4.4% | Added |
| D. E. Shaw & Co., Inc. | 8,000 | $1.10M | 0.00% | +3,294+70.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 8,042 | $1.11M | 0.01% | +1,498+22.9% | Added |
| Belpointe Asset Management LLC | 8,064 | $1.11M | 0.04% | +1,826+29.3% | Added |
| Fortis Capital Advisors, LLC | 8,064 | $1.11M | 0.16% | +1,826+29.3% | Added |
| Keel Point, LLC | 8,081 | $1.11M | 0.07% | +20.0% | Added |
| Chicago Trust Co NA | 8,214 | $1.13M | 0.18% | −366−4.3% | Reduced |
| New Hampshire Trust | 8,222 | $1.13M | 0.22% | −1,966−19.3% | Reduced |
| Independence Bank of Kentucky | 8,235 | $1.14M | 0.14% | +78+1.0% | Added |
| Simmons Bank | 8,313 | $1.15M | 0.08% | −400−4.6% | Reduced |
| Northcape Wealth Management, LLC | 8,370 | $1.15M | 0.33% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,376 | $1.15M | 0.02% | −1,606−16.1% | Reduced |
| Stratos Wealth Advisors, LLC | 8,421 | $1.16M | 0.06% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 8,441 | $1.16M | 0.00% | −269−3.1% | Reduced |
| YANKCOM Partnership | 8,499 | $1.17M | 0.50% | +90+1.1% | Added |
| Versant Capital Management, Inc | 8,514 | $1.17M | 0.15% | +828+10.8% | Added |
| Belvedere Trading LLC | 8,516 | $1.17M | 0.22% | +8,153+2,246.0% | Added |
| SevenBridge Financial Group, LLC | 7,879 | $1.17M | 0.19% | 00.0% | Unchanged |
| Clarius Group, LLC | 8,652 | $1.19M | 0.07% | 00.0% | Unchanged |
| Eastern Bank | 8,654 | $1.19M | 0.02% | +78+0.9% | Added |
| Fifth Third Wealth Advisors LLC | 8,675 | $1.20M | 0.04% | +154+1.8% | Added |
| RD Lewis Holdings, Inc. | 7,991 | $1.20M | 1.02% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 8,747 | $1.21M | 0.49% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 8,774 | $1.21M | 0.00% | −278−3.1% | Reduced |
| Meridian Wealth Management, LLC | 8,797 | $1.21M | 0.04% | +109+1.3% | Added |
| Gladstone Institutional Advisory LLC | 8,799 | $1.21M | 0.05% | +1,266+16.8% | Added |
| Valmark Advisers, Inc. | 8,802 | $1.21M | 0.01% | +77+0.9% | Added |
| Beaton Management Co. Inc. | 8,873 | $1.22M | 0.54% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 8,921 | $1.23M | 0.07% | +30.0% | Added |
| Cambridge Advisors Inc. | 8,975 | $1.24M | 0.24% | 00.0% | Unchanged |
| Guardian Partners Inc. | 8,140 | $1.24M | 0.10% | +6,000+280.4% | Added |
| 1620 Investment Advisors, Inc. | 9,034 | $1.25M | 0.83% | −30−0.3% | Reduced |
| KCM Investment Advisors LLC | 9,159 | $1.26M | 0.04% | −440−4.6% | Reduced |
| LCNB Corp | 9,206 | $1.27M | 0.43% | −25−0.3% | Reduced |
| Tudor Investment Corp Et Al | 9,224 | $1.27M | 0.01% | −25,776−73.6% | Reduced |
| Transcend Wealth Collective, LLC | 9,227 | $1.27M | 0.10% | −436−4.5% | Reduced |
| Mystic Asset Management, Inc. | 9,269 | $1.28M | 0.29% | −300−3.1% | Reduced |
| Shelton Capital Management | 9,347 | $1.29M | 0.03% | −3,745−28.6% | Reduced |
| WSFS Capital Management, LLC | 9,425 | $1.30M | 0.06% | +24+0.3% | Added |
| Becker Capital Management Inc | 9,441 | $1.30M | 0.04% | −36−0.4% | Reduced |
| OpenArc Corporate Advisory, LLC | 9,488 | $1.31M | 0.02% | +9,488 | New |
| Meriwether Wealth & Planning, LLC | 9,509 | $1.31M | 0.74% | −312−3.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 9,522 | $1.31M | 0.01% | −96−1.0% | Reduced |
| PDS Planning, Inc | 9,525 | $1.31M | 0.09% | +66+0.7% | Added |
| Flow Traders U.S. LLC | 9,556 | $1.32M | 0.04% | +9,556 | New |
| Axxcess Wealth Management, LLC | 9,557 | $1.32M | 0.02% | +1,626+20.5% | Added |
| Stratos Wealth Partners, LTD. | 9,586 | $1.32M | 0.01% | −696−6.8% | Reduced |
| Sittner & Nelson, LLC | 8,466 | $1.32M | 0.47% | +49+0.6% | Added |
| Mount Yale Investment Advisors, LLC | 9,641 | $1.33M | 0.06% | −3,085−24.2% | Reduced |
| AE Wealth Management LLC | 9,644 | $1.33M | 0.01% | +614+6.8% | Added |
| Retirement Guys Formula LLC | 9,655 | $1.33M | 0.61% | +108+1.1% | Added |