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 |
|---|---|---|---|---|---|
| Kahn Brothers Group Inc | 13,678 | $1.89M | 0.33% | −648−4.5% | Reduced |
| Parsons Capital Management Inc | 13,767 | $1.90M | 0.10% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 13,925 | $1.92M | 0.41% | 00.0% | Unchanged |
| Marco Investment Management LLC | 14,020 | $1.93M | 0.15% | −100−0.7% | Reduced |
| Sepio Capital, LP | 14,027 | $1.93M | 0.11% | +476+3.5% | Added |
| Journey Retirement Planning & Investment Management LLC | 14,056 | $1.94M | 0.40% | +14,056 | New |
| Lowe Brockenbrough & Co Inc | 14,118 | $1.95M | 0.10% | −231−1.6% | Reduced |
| Voya Financial Advisors, Inc. | 14,077 | $1.96M | 0.19% | −41−0.3% | Reduced |
| Advisors Management Group Inc | 14,318 | $1.97M | 0.36% | −1,835−11.4% | Reduced |
| Greenleaf Trust | 14,424 | $1.99M | 0.02% | +728+5.3% | Added |
| Bailard, Inc. | 14,426 | $1.99M | 0.04% | +2,305+19.0% | Added |
| Gradient Investments LLC | 14,661 | $2.02M | 0.03% | +4,390+42.7% | Added |
| Concurrent Investment Advisors, LLC | 14,815 | $2.04M | 0.02% | +3,967+36.6% | Added |
| Strategic Global Advisors, LLC | 14,873 | $2.05M | 0.32% | +1,691+12.8% | Added |
| Johnson Investment Counsel Inc | 14,966 | $2.06M | 0.02% | 00.0% | Unchanged |
| Mosaic Financial Group, LLC | 14,986 | $2.07M | 1.41% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 15,059 | $2.08M | 0.05% | −567−3.6% | Reduced |
| Venturi Wealth Management, LLC | 15,078 | $2.08M | 0.09% | +1,510+11.1% | Added |
| Baker Ellis Asset Management LLC | 15,250 | $2.10M | 0.25% | +539+3.7% | Added |
| Warren Averett Asset Management, LLC | 15,647 | $2.16M | 0.02% | +1,637+11.7% | Added |
| Ascent Wealth Partners, LLC | 15,656 | $2.16M | 0.25% | +19+0.1% | Added |
| Wellington Management Group LLP | 15,828 | $2.18M | 0.00% | −1,388,260−98.9% | Reduced |
| Aptus Capital Advisors, LLC | 15,936 | $2.20M | 0.02% | +646+4.2% | Added |
| IAM Advisory, LLC | 16,201 | $2.23M | 0.50% | +66+0.4% | Added |
| WealthPlan Investment Management, LLC | 16,230 | $2.24M | 0.14% | +6,836+72.8% | Added |
| Quadcap Wealth Management, LLC | 16,255 | $2.24M | 0.26% | −129−0.8% | Reduced |
| TD Private Client Wealth LLC | 16,296 | $2.25M | 0.05% | +1,898+13.2% | Added |
| Headinvest, LLC | 16,332 | $2.25M | 0.45% | −184−1.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 16,336 | $2.25M | 0.12% | +1,145+7.5% | Added |
| Regions Financial Corp | 16,376 | $2.26M | 0.01% | −437−2.6% | Reduced |
| Palisade Asset Management, LLC | 16,409 | $2.26M | 0.22% | −50−0.3% | Reduced |
| Smartleaf Asset Management LLC | 16,315 | $2.26M | 0.09% | +1,987+13.9% | Added |
| Leo Wealth, LLC | 16,428 | $2.26M | 0.16% | +3,148+23.7% | Added |
| Empire Financial Management Company, LLC | 16,484 | $2.27M | 0.49% | +146+0.9% | Added |
| XTX Topco Ltd | 16,489 | $2.27M | 0.06% | +10,862+193.0% | Added |
| Dynamic Advisor Solutions LLC | 16,555 | $2.28M | 0.07% | −3,311−16.7% | Reduced |
| Rothschild Investment LLC | 16,783 | $2.31M | 0.13% | +60.0% | Added |
| Prime Capital Investment Advisors, LLC | 16,829 | $2.32M | 0.03% | −508−2.9% | Reduced |
| Marshall Financial Group LLC | 16,859 | $2.32M | 0.45% | +484+3.0% | Added |
| Jamison Private Wealth Management, Inc. | 16,871 | $2.33M | 0.28% | −356−2.1% | Reduced |
| New Vernon Capital Holdings II LLC | 16,911 | $2.33M | 1.11% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 16,927 | $2.33M | 0.39% | +73+0.4% | Added |
| EP Wealth Advisors, LLC | 16,977 | $2.34M | 0.01% | +16,977 | New |
| Ipswich Investment Management Co., Inc. | 17,107 | $2.36M | 0.55% | −105−0.6% | Reduced |
| Altman Advisors, Inc. | 17,112 | $2.36M | 0.89% | −24−0.1% | Reduced |
| Patten Group, Inc. | 17,134 | $2.36M | 0.44% | +321+1.9% | Added |
| FSB Premier Wealth Management, Inc. | 17,219 | $2.37M | 0.75% | +1,121+7.0% | Added |
| Nichols & Pratt Advisers LLP | 17,347 | $2.39M | 0.15% | +110+0.6% | Added |
| HB Wealth Management, LLC | 17,362 | $2.39M | 0.02% | +423+2.5% | Added |
| BTC Capital Management, Inc. | 17,378 | $2.40M | 0.17% | +99+0.6% | Added |
| Benedict Financial Advisors Inc | 17,478 | $2.41M | 0.51% | −41−0.2% | Reduced |
| Checchi Capital Advisers, LLC | 17,757 | $2.45M | 0.17% | −119−0.7% | Reduced |
| Lester Murray Antman dba SimplyRich | 17,770 | $2.45M | 0.64% | 00.0% | Unchanged |
| Independent Investors Inc | 17,900 | $2.47M | 0.46% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 18,086 | $2.49M | 0.04% | −226−1.2% | Reduced |
| Abacus Wealth Partners, LLC | 18,094 | $2.49M | 0.24% | +16,328+924.6% | Added |
| Abbot Financial Management, Inc. | 18,157 | $2.50M | 1.04% | −50−0.3% | Reduced |
| Level Four Advisory Services, LLC | 18,219 | $2.51M | 0.08% | +175+1.0% | Added |
| Marietta Investment Partners LLC | 18,237 | $2.51M | 0.50% | +488+2.7% | Added |
| Beutel, Goodman & Co Ltd. | 18,655 | $2.57M | 0.02% | +215+1.2% | Added |
| Acadian Asset Management LLC | 18,679 | $2.57M | 0.00% | −9,854−34.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 18,678 | $2.58M | 0.31% | +1,798+10.7% | Added |
| Trust Co of Toledo NA | 18,956 | $2.61M | 0.26% | 00.0% | Unchanged |
| Optimist Retirement Group LLC | 18,979 | $2.62M | 1.20% | −340−1.8% | Reduced |
| NorthCrest Asset Manangement, LLC | 19,122 | $2.64M | 0.06% | −892−4.5% | Reduced |
| Clearstead Advisors, LLC | 19,130 | $2.64M | 0.03% | +112+0.6% | Added |
| Everett Harris & Co | 19,363 | $2.67M | 0.03% | 00.0% | Unchanged |
| Huntington National Bank | 19,434 | $2.68M | 0.02% | −2,697−12.2% | Reduced |
| Aaron Wealth Advisors | 19,719 | $2.72M | 0.15% | +4,080+26.1% | Added |
| Kathmere Capital Management, LLC | 19,925 | $2.75M | 0.19% | −939−4.5% | Reduced |
| Savant Capital, LLC | 19,982 | $2.75M | 0.02% | +3,678+22.6% | Added |
| Beacon Financial Group | 20,253 | $2.79M | 0.28% | −196−1.0% | Reduced |
| Family Management Corp | 20,338 | $2.80M | 0.35% | +234+1.2% | Added |
| Coastline Trust Co | 20,411 | $2.81M | 0.26% | −50−0.2% | Reduced |
| Perigon Wealth Management, LLC | 20,500 | $2.83M | 0.05% | +3,543+20.9% | Added |
| Evolve Private Wealth, LLC | 20,505 | $2.83M | 0.17% | +20,505 | New |
| Advisors Asset Management, Inc. | 20,783 | $2.87M | 0.05% | +726+3.6% | Added |
| DGS Capital Management, LLC | 20,859 | $2.88M | 0.49% | +1,133+5.7% | Added |
| Old Port Advisors | 20,992 | $2.89M | 0.71% | +291+1.4% | Added |
| Cascade Investment Advisors, Inc. | 21,055 | $2.90M | 1.71% | −150−0.7% | Reduced |
| Pinnacle Financial Partners, Inc. | 21,237 | $2.93M | 0.02% | +21,237 | New |
| Envestnet Portfolio Solutions, Inc. | 21,436 | $2.96M | 0.01% | +2,055+10.6% | Added |
| Fairfield, Bush & Co. | 21,613 | $2.98M | 1.57% | −1,241−5.4% | Reduced |
| AlphaCore Capital LLC | 21,835 | $3.01M | 0.07% | −1,129−4.9% | Reduced |
| Foster & Motley Inc | 22,055 | $3.04M | 0.16% | +2,279+11.5% | Added |
| UBS Asset Management Americas Inc | 22,156 | $3.05M | 0.00% | +22,156 | New |
| Oppenheimer & Co Inc | 22,226 | $3.06M | 0.04% | −14,618−39.7% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 22,349 | $3.08M | 1.28% | −72−0.3% | Reduced |
| Third View Private Wealth, LLC | 22,384 | $3.09M | 0.42% | +22,384 | New |
| Commerce Bank | 22,604 | $3.12M | 0.02% | +461+2.1% | Added |
| Fca Corp | 22,612 | $3.12M | 0.88% | −1,820−7.4% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 22,754 | $3.14M | 0.41% | −464−2.0% | Reduced |
| Tealwood Asset Management Inc | 22,815 | $3.15M | 1.41% | +100.0% | Added |
| AMG National Trust Bank | 22,890 | $3.16M | 0.07% | +134+0.6% | Added |
| SageView Advisory Group, LLC | 23,339 | $3.22M | 0.11% | −1,124−4.6% | Reduced |
| Yousif Capital Management, LLC | 22,714 | $3.26M | 0.04% | −3,095−12.0% | Reduced |
| Patten & Patten Inc | 23,694 | $3.27M | 0.19% | −233−1.0% | Reduced |
| Cloverfields Capital Group, LP | 23,731 | $3.27M | 1.01% | +5,119+27.5% | Added |
| Blue Square Asset Management, LLC | 23,813 | $3.28M | 1.46% | −427−1.8% | Reduced |
| Capital Insight Partners, LLC | 23,985 | $3.31M | 0.70% | −4,363−15.4% | Reduced |