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; 1,625 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 | 1,625 | $21.3B |
| Q1 2026 | 1,604 | $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 |
|---|---|---|---|---|---|
| Shrier Wealth Management, LLC | 24,077 | $3.32M | 1.31% | +24,077 | New |
| Hall Laurie J Trustee | 24,122 | $3.33M | 1.11% | −1,210−4.8% | Reduced |
| Peapack Gladstone Financial Corp | 24,279 | $3.35M | 0.04% | +62+0.3% | Added |
| Campbell & CO Investment Adviser LLC | 24,619 | $3.39M | 0.16% | +24,619 | New |
| apricus wealth, LLC | 24,673 | $3.40M | 1.74% | +940+4.0% | Added |
| Arjuna Capital | 24,705 | $3.41M | 0.83% | −146−0.6% | Reduced |
| Diamond Hill Capital Management Inc | 24,822 | $3.42M | 0.02% | −3,005−10.8% | Reduced |
| Americana Partners, LLC | 24,964 | $3.44M | 0.09% | −1,320−5.0% | Reduced |
| Forum Financial Management, LP | 25,365 | $3.50M | 0.05% | +758+3.1% | Added |
| Albert D Mason Inc | 25,587 | $3.53M | 2.32% | +88+0.3% | Added |
| Prospera Financial Services Inc | 25,879 | $3.57M | 0.06% | −67−0.3% | Reduced |
| CIBC Asset Management Inc | 26,264 | $3.59M | 0.01% | +275+1.1% | Added |
| Naples Global Advisors, LLC | 26,130 | $3.60M | 0.27% | −170−0.6% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 26,288 | $3.62M | 1.21% | +120+0.5% | Added |
| Telos Capital Management, Inc. | 26,293 | $3.62M | 0.34% | −379−1.4% | Reduced |
| SIH Partners, LLLP | 26,579 | $3.66M | 0.21% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 26,836 | $3.70M | 0.23% | −52−0.2% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 26,895 | $3.71M | 2.33% | −110−0.4% | Reduced |
| Ballentine Partners, LLC | 26,981 | $3.72M | 0.05% | +862+3.3% | Added |
| Atomi Financial Group, Inc. | 27,034 | $3.73M | 0.11% | +3,695+15.8% | Added |
| CWA Asset Management Group, LLC | 27,213 | $3.75M | 0.14% | +16,409+151.9% | Added |
| Voya Investment Management LLC | 27,490 | $3.79M | 0.00% | −5,795−17.4% | Reduced |
| EagleClaw Capital Managment, LLC | 27,682 | $3.82M | 0.55% | −400−1.4% | Reduced |
| Woodmont Investment Counsel LLC | 27,843 | $3.84M | 0.24% | −366−1.3% | Reduced |
| Kestra Private Wealth Services, LLC | 27,909 | $3.85M | 0.05% | +6,593+30.9% | Added |
| NBT Bank N A | 28,183 | $3.87M | 0.25% | −506−1.8% | Reduced |
| Atlantic Union Bankshares Corp | 28,243 | $3.89M | 0.07% | −870−3.0% | Reduced |
| Fayez Sarofim & Co | 28,252 | $3.90M | 0.01% | +300+1.1% | Added |
| Penobscot Investment Management Company, Inc. | 28,316 | $3.90M | 0.29% | −10.0% | Reduced |
| Haverford Trust Co | 28,382 | $3.91M | 0.03% | −492−1.7% | Reduced |
| Oxbow Advisors, LLC | 28,508 | $3.93M | 0.35% | −332−1.2% | Reduced |
| TD Waterhouse Canada Inc. | 29,022 | $4.00M | 0.02% | +706+2.5% | Added |
| Tower Research Capital LLC (TRC) | 29,138 | $4.02M | 0.10% | +27,853+2,167.5% | Added |
| Prentiss Smith & Co Inc | 29,154 | $4.02M | 2.40% | −110−0.4% | Reduced |
| Moody Lynn & Lieberson, LLC | 29,320 | $4.04M | 0.21% | +10,279+54.0% | Added |
| Fort Washington Investment Advisors Inc | 29,337 | $4.04M | 0.02% | −191−0.6% | Reduced |
| Northside Capital Management, LLC | 29,543 | $4.07M | 0.35% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 29,612 | $4.08M | 0.17% | +320+1.1% | Added |
| Global Retirement Partners, LLC | 29,730 | $4.10M | 0.07% | +18,032+154.1% | Added |
| Two Sigma Investments, LP | 29,928 | $4.13M | 0.01% | −1,800−5.7% | Reduced |
| Fred Alger Management, LLC | 30,164 | $4.16M | 0.02% | −15,426−33.8% | Reduced |
| Csenge Advisory Group | 30,264 | $4.17M | 0.19% | +1,018+3.5% | Added |
| Pekin Hardy Strauss, Inc. | 30,711 | $4.23M | 0.39% | −1,855−5.7% | Reduced |
| Northeast Investment Management | 30,898 | $4.26M | 0.17% | −72−0.2% | Reduced |
| Fifth Third Bancorp | 30,989 | $4.27M | 0.01% | −1,570−4.8% | Reduced |
| Choate Investment Advisors | 31,147 | $4.29M | 0.08% | +8,909+40.1% | Added |
| Great Lakes Advisors, LLC | 31,160 | $4.30M | 0.04% | +627+2.1% | Added |
| Advisory Services Network, LLC | 31,893 | $4.40M | 0.06% | +41+0.1% | Added |
| Providence Capital Advisors, LLC | 32,082 | $4.42M | 0.74% | +1,108+3.6% | Added |
| We Are One Seven, LLC | 32,254 | $4.45M | 0.09% | +5,939+22.6% | Added |
| Baldwin Brothers Inc | 32,288 | $4.45M | 0.28% | −1,562−4.6% | Reduced |
| TD Asset Management Inc | 32,435 | $4.47M | 0.00% | +7,620+30.7% | Added |
| Chesley Taft & Associates LLC | 32,480 | $4.48M | 0.18% | +1,650+5.4% | Added |
| Merit Financial Group, LLC | 32,499 | $4.48M | 0.04% | +1,354+4.3% | Added |
| Daymark Wealth Partners, LLC | 32,723 | $4.51M | 0.14% | −337−1.0% | Reduced |
| WealthTrust Axiom LLC | 32,885 | $4.53M | 1.17% | −274−0.8% | Reduced |
| Cornerstone Wealth Group, LLC | 33,253 | $4.58M | 0.31% | +457+1.4% | Added |
| RSM US Wealth Management LLC | 33,223 | $4.61M | 0.06% | −1,348−3.9% | Reduced |
| Auto-Owners Insurance Co | 33,570 | $4.63M | 0.10% | 00.0% | Unchanged |
| Cullen Investment Group, Ltd. | 32,897 | $4.66M | 0.60% | +28,338+621.6% | Added |
| Principal Securities, Inc. | 34,368 | $4.74M | 0.07% | −1,403−3.9% | Reduced |
| Farther Finance Advisors, LLC | 34,378 | $4.74M | 0.05% | +16,069+87.8% | Added |
| Timber Creek Capital Management LLC | 34,545 | $4.76M | 1.11% | −82−0.2% | Reduced |
| Azzad Asset Management Inc | 34,593 | $4.77M | 0.47% | +300+0.9% | Added |
| Arkadios Wealth Advisors | 34,843 | $4.80M | 0.10% | +3,189+10.1% | Added |
| Greenfield Seitz Capital Management, LLC | 34,875 | $4.81M | 1.58% | −578−1.6% | Reduced |
| Dearborn Partners LLC | 35,225 | $4.86M | 0.24% | +65+0.2% | Added |
| Quartz Partners, LLC | 35,382 | $4.88M | 1.82% | +2,970+9.2% | Added |
| Squarepoint Ops LLC | 35,457 | $4.89M | 0.01% | +26,616+301.1% | Added |
| Crossmark Global Holdings, Inc. | 35,483 | $4.89M | 0.07% | −1,587−4.3% | Reduced |
| Factory Mutual Insurance Co | 35,796 | $4.94M | 0.05% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 36,000 | $4.96M | 0.38% | +16,000+80.0% | Added |
| Rhumbline Advisers | 36,140 | $4.98M | 0.00% | −1,024−2.8% | Reduced |
| Vise Technologies, Inc. | 36,277 | $5.00M | 0.10% | +16,913+87.3% | Added |
| Sphera Funds Management Ltd. | 37,000 | $5.10M | 1.07% | 00.0% | Unchanged |
| Vident Advisory, LLC | 37,022 | $5.10M | 0.05% | −452−1.2% | Reduced |
| Davenport & Co LLC | 37,364 | $5.15M | 0.03% | −4,672−11.1% | Reduced |
| Naviter Wealth, LLC | 37,658 | $5.19M | 0.68% | −5,873−13.5% | Reduced |
| WCG Wealth Advisors LLC | 37,705 | $5.20M | 0.15% | +21,202+128.5% | Added |
| CAPROCK Group, Inc. | 37,747 | $5.20M | 0.11% | +3,251+9.4% | Added |
| Farmers & Merchants Investments Inc | 37,858 | $5.22M | 0.14% | −567−1.5% | Reduced |
| MAI Capital Management | 38,185 | $5.26M | 0.03% | +8,397+28.2% | Added |
| Great Valley Advisor Group, Inc. | 38,951 | $5.37M | 0.10% | −8,319−17.6% | Reduced |
| Spire Wealth Management | 38,983 | $5.37M | 0.18% | +37,518+2,561.0% | Added |
| Carret Asset Management, LLC | 39,815 | $5.49M | 0.52% | −445−1.1% | Reduced |
| Euro Pacific Asset Management, LLC | 42,231 | $5.49M | 0.61% | −49,536−54.0% | Reduced |
| First Pacific Financial | 40,072 | $5.52M | 0.72% | +5,759+16.8% | Added |
| Argent Trust Co | 40,333 | $5.56M | 0.19% | +291+0.7% | Added |
| Bessemer Group Inc | 40,412 | $5.57M | 0.01% | +24,436+153.0% | Added |
| Hamel Associates, Inc. | 40,585 | $5.60M | 1.69% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 41,078 | $5.66M | 0.03% | −322−0.8% | Reduced |
| Sequoia Financial Advisors, LLC | 41,635 | $5.74M | 0.03% | −160−0.4% | Reduced |
| Lido Advisors, LLC | 43,739 | $5.75M | 0.02% | +643+1.5% | Added |
| Brinker Capital Investments, LLC | 42,323 | $5.84M | 0.04% | −467−1.1% | Reduced |
| Perennial Advisors, LLC | 42,344 | $5.84M | 0.98% | +407+1.0% | Added |
| Henry James International Management, Inc. | 43,596 | $6.01M | 1.89% | −30.0% | Reduced |
| Monte Financial Group, LLC | 44,023 | $6.07M | 2.26% | −2,560−5.5% | Reduced |
| National Bank of Canada | 44,411 | $6.12M | 0.01% | +5,042+12.8% | Added |
| Quadrature Capital Ltd | 45,069 | $6.21M | 0.06% | +45,069 | New |
| Trust Co of Vermont | 45,745 | $6.31M | 0.26% | +60.0% | Added |