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 |
|---|---|---|---|---|---|
| Welch Group, LLC | 9,656 | $1.33M | 0.05% | +190+2.0% | Added |
| Qtron Investments LLC | 9,697 | $1.34M | 0.17% | −1,872−16.2% | Reduced |
| Nicholas Hoffman & Company, LLC. | 9,702 | $1.34M | 0.03% | +20+0.2% | Added |
| J.W. Cole Advisors, Inc. | 10,577 | $1.35M | 0.03% | +64+0.6% | Added |
| TrueMark Investments, LLC | 9,800 | $1.35M | 0.26% | +1,275+15.0% | Added |
| Venture Visionary Partners LLC | 9,803 | $1.35M | 0.04% | −747−7.1% | Reduced |
| Smart Money Group LLC | 9,811 | $1.35M | 0.39% | −152−1.5% | Reduced |
| Old National Bancorp | 9,813 | $1.35M | 0.02% | +738+8.1% | Added |
| Douglass Winthrop Advisors, LLC | 9,838 | $1.36M | 0.02% | +200+2.1% | Added |
| FineMark National Bank & Trust | 9,844 | $1.36M | 0.04% | −1,200−10.9% | Reduced |
| Pine Valley Investments Ltd Liability Co | 9,863 | $1.36M | 0.07% | −250−2.5% | Reduced |
| Fort Sheridan Advisors LLC | 9,905 | $1.37M | 0.17% | +1,459+17.3% | Added |
| Ellevest, Inc. | 9,917 | $1.37M | 0.19% | −115−1.1% | Reduced |
| Novem Group | 9,925 | $1.37M | 0.16% | +161+1.6% | Added |
| Agate Pass Investment Management, LLC | 9,950 | $1.37M | 0.51% | −1,100−10.0% | Reduced |
| Opal Capital LLC | 9,961 | $1.38M | 0.34% | +9,961 | New |
| Osprey Private Wealth LLC | 10,000 | $1.38M | 0.40% | +2,850+39.9% | Added |
| Boston Family Office LLC | 10,035 | $1.38M | 0.09% | −2,600−20.6% | Reduced |
| Modern Wealth Management, LLC | 10,041 | $1.38M | 0.03% | +163+1.7% | Added |
| Walsky Investment Management, Inc. | 10,102 | $1.39M | 1.42% | +10,102 | New |
| Mather Group, LLC. | 10,120 | $1.40M | 0.01% | −114−1.1% | Reduced |
| Adviser Investments LLC | 10,155 | $1.40M | 0.02% | +199+2.0% | Added |
| Foyston, Gordon, & Payne Inc | 10,196 | $1.41M | 0.31% | −384−3.6% | Reduced |
| Integrated Wealth Concepts LLC | 10,206 | $1.41M | 0.02% | −7,708−43.0% | Reduced |
| FRG Family Wealth Advisors LLC | 10,218 | $1.41M | 0.22% | +778+8.2% | Added |
| Mayflower Financial Advisors, LLC | 10,370 | $1.43M | 0.17% | +118+1.2% | Added |
| Diameter Capital Partners LP | 10,400 | $1.43M | 0.15% | +10,400 | New |
| Unique Wealth Strategies, LLC | 10,446 | $1.44M | 0.57% | −70−0.7% | Reduced |
| Ashton Thomas Private Wealth, LLC | 10,450 | $1.44M | 0.04% | +630+6.4% | Added |
| Apollon Wealth Management, LLC | 10,451 | $1.44M | 0.02% | −340−3.2% | Reduced |
| Sagespring Wealth Partners, LLC | 10,452 | $1.44M | 0.03% | +246+2.4% | Added |
| Holderness Investments Co | 10,458 | $1.44M | 0.29% | −105−1.0% | Reduced |
| Kovitz Investment Group Partners, LLC | 10,469 | $1.44M | 0.03% | −150,678−93.5% | Reduced |
| HighPoint Advisor Group LLC | 10,503 | $1.45M | 0.03% | +649+6.6% | Added |
| GeoWealth Management, LLC | 10,504 | $1.45M | 0.05% | +146+1.4% | Added |
| Millennium Management LLC | 10,579 | $1.46M | 0.00% | +607+6.1% | Added |
| Integrated Quantitative Investments LLC | 10,599 | $1.46M | 0.31% | −28−0.3% | Reduced |
| Drexel Morgan & Co. | 10,720 | $1.48M | 0.23% | 00.0% | Unchanged |
| Crux Wealth Advisors | 10,729 | $1.48M | 0.55% | −46−0.4% | Reduced |
| Ar Asset Management Inc | 10,750 | $1.48M | 0.30% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 10,765 | $1.48M | 0.01% | −139−1.3% | Reduced |
| Guyasuta Investment Advisors Inc | 10,767 | $1.48M | 0.08% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 10,848 | $1.50M | 0.03% | +899+9.0% | Added |
| Intrust Bank NA | 10,910 | $1.50M | 0.12% | +351+3.3% | Added |
| Mission Wealth Management, LP | 10,920 | $1.51M | 0.03% | −143−1.3% | Reduced |
| Basecamp Wealth Advisors LLC | 10,959 | $1.51M | 0.32% | +10,959 | New |
| Somerville Kurt F | 10,978 | $1.51M | 0.26% | −2,345−17.6% | Reduced |
| Flputnam Investment Management Co | 11,017 | $1.52M | 0.02% | −1,182−9.7% | Reduced |
| Value Partners Investments Inc. | 11,010 | $1.52M | 0.12% | +1,751+18.9% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 11,073 | $1.53M | 0.02% | +2,851+34.7% | Added |
| Williams Jones Wealth Management, LLC. | 11,108 | $1.53M | 0.02% | +30+0.3% | Added |
| Stock Yards Bank & Trust Co | 11,243 | $1.55M | 0.05% | −125−1.1% | Reduced |
| Frank, Rimerman Advisors LLC | 11,268 | $1.55M | 0.10% | +1,817+19.2% | Added |
| Alliancebernstein L.P. | 11,313 | $1.56M | 0.00% | −62,769−84.7% | Reduced |
| Greenwich Wealth Management LLC | 11,312 | $1.56M | 0.07% | 00.0% | Unchanged |
| Creegan & Nassoura Financial Group, LLC | 11,325 | $1.56M | 1.01% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 11,394 | $1.57M | 0.02% | −403−3.4% | Reduced |
| Advisory Resource Group | 11,456 | $1.58M | 0.28% | +114+1.0% | Added |
| Trust Co of Oklahoma | 11,480 | $1.58M | 0.46% | −338−2.9% | Reduced |
| Savvy Advisors, Inc. | 11,567 | $1.59M | 0.05% | +1,500+14.9% | Added |
| Guggenheim Capital LLC | 11,666 | $1.61M | 0.01% | −566−4.6% | Reduced |
| Glass Wealth Management Co LLC | 11,685 | $1.61M | 0.66% | −930−7.4% | Reduced |
| Bridgewater Advisors Inc. | 11,119 | $1.61M | 0.10% | +105+1.0% | Added |
| Delphi Management Inc | 11,723 | $1.62M | 1.57% | −341−2.8% | Reduced |
| PCM Encore, LLC | 11,873 | $1.64M | 0.35% | +11,873 | New |
| HF Advisory Group, LLC | 11,901 | $1.64M | 0.57% | +974+8.9% | Added |
| Hilltop Holdings Inc. | 11,999 | $1.65M | 0.10% | −335−2.7% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 12,000 | $1.65M | 0.12% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 12,073 | $1.66M | 0.05% | +992+9.0% | Added |
| Brookstone Capital Management | 12,097 | $1.67M | 0.02% | −10−0.1% | Reduced |
| GAMMA Investing LLC | 12,103 | $1.67M | 0.08% | +1,486+14.0% | Added |
| Kentucky Trust Co | 12,137 | $1.67M | 0.89% | −100−0.8% | Reduced |
| Dynasty Wealth Management, LLC | 12,209 | $1.68M | 0.02% | +579+5.0% | Added |
| Physicians Financial Services, Inc. | 12,284 | $1.69M | 0.45% | −150−1.2% | Reduced |
| Plancorp, LLC | 12,288 | $1.69M | 0.05% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 12,356 | $1.70M | 0.04% | +137+1.1% | Added |
| Abel Hall, LLC | 12,416 | $1.71M | 0.40% | +7,523+153.8% | Added |
| Carnegie Capital Asset Management, LLC | 12,434 | $1.71M | 0.03% | +200+1.6% | Added |
| V-Square Quantitative Management LLC | 12,480 | $1.72M | 0.18% | +459+3.8% | Added |
| Parallel Advisors, LLC | 12,624 | $1.74M | 0.03% | +148+1.2% | Added |
| Arnhold LLC | 12,636 | $1.74M | 0.13% | 00.0% | Unchanged |
| Ativo Capital Management LLC | 12,644 | $1.74M | 1.53% | −801−6.0% | Reduced |
| West Family Investments, Inc. | 12,722 | $1.75M | 0.41% | −198−1.5% | Reduced |
| Roberts Glore & Co Inc | 12,773 | $1.76M | 0.47% | −370−2.8% | Reduced |
| CSM Advisors, LLC | 12,847 | $1.77M | 0.05% | +12,847 | New |
| Compass Wealth Management LLC | 12,947 | $1.79M | 0.45% | −250−1.9% | Reduced |
| Park National Corp | 12,980 | $1.79M | 0.06% | −523−3.9% | Reduced |
| Silvercrest Asset Management Group LLC | 13,025 | $1.80M | 0.01% | +1,486+12.9% | Added |
| HM Payson & Co | 13,060 | $1.80M | 0.03% | −202−1.5% | Reduced |
| Ascent Group, LLC | 13,120 | $1.81M | 0.06% | −50.0% | Reduced |
| Boit C F David | 12,800 | $1.81M | 0.78% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 13,144 | $1.81M | 0.09% | −1,418−9.7% | Reduced |
| Solutions 4 Wealth, Ltd | 13,214 | $1.82M | 2.75% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 13,324 | $1.84M | 0.02% | −4,347−24.6% | Reduced |
| AIMZ Investment Advisors, LLC | 13,328 | $1.84M | 0.53% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 13,492 | $1.86M | 0.03% | −772−5.4% | Reduced |
| Bryn Mawr Trust Co | 13,520 | $1.86M | 0.04% | −1,007−6.9% | Reduced |
| Capital Financial Group Inc | 13,549 | $1.87M | 1.04% | +13,549 | New |
| Sivia Capital Partners, LLC | 13,595 | $1.87M | 0.38% | +6,175+83.2% | Added |
| Denali Advisors LLC | 13,598 | $1.87M | 0.21% | +39+0.3% | Added |