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 |
|---|---|---|---|---|---|
| First Manhattan Co | 45,906 | $6.33M | 0.02% | +983+2.2% | Added |
| Rathbone Brothers plc | 46,006 | $6.34M | 0.02% | −243−0.5% | Reduced |
| Signaturefd, LLC | 46,629 | $6.43M | 0.10% | +522+1.1% | Added |
| Archford Capital Strategies, LLC | 46,672 | $6.43M | 0.75% | +20,319+77.1% | Added |
| Simplex Trading, LLC | 46,821 | $6.46M | 0.18% | +100.0% | Added |
| Evergreen Capital Management LLC | 47,245 | $6.51M | 0.15% | +19,155+68.2% | Added |
| Kestra Advisory Services, LLC | 47,356 | $6.53M | 0.03% | −22,034−31.8% | Reduced |
| Boston Partners | 47,304 | $6.53M | 0.01% | −7,239−13.3% | Reduced |
| Scotia Capital Inc. | 47,469 | $6.54M | 0.03% | +416+0.9% | Added |
| Catalyst Capital Advisors LLC | 47,642 | $6.57M | 0.13% | −2,250−4.5% | Reduced |
| Sofos Investments, Inc. | 48,437 | $6.68M | 1.29% | +2,956+6.5% | Added |
| Park Avenue Securities LLC | 48,579 | $6.70M | 0.06% | −4,313−8.2% | Reduced |
| Bleakley Financial Group, LLC | 48,943 | $6.75M | 0.12% | −3,190−6.1% | Reduced |
| Pittenger & Anderson Inc | 49,020 | $6.76M | 0.26% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 49,632 | $6.84M | 2.16% | −164−0.3% | Reduced |
| Cardinal Capital Management | 49,665 | $6.85M | 0.91% | +104+0.2% | Added |
| Triasima Portfolio Management inc. | 50,175 | $6.92M | 1.04% | +32,620+185.8% | Added |
| Pensionmark Financial Group, LLC | 50,214 | $6.92M | 0.11% | +5,719+12.9% | Added |
| Glassy Mountain Advisors, Inc. | 50,437 | $6.95M | 2.10% | −63−0.1% | Reduced |
| Brown Brothers Harriman & Co | 50,762 | $7.00M | 0.04% | +1,822+3.7% | Added |
| Victory Capital Management Inc | 51,032 | $7.04M | 0.00% | −24,432−32.4% | Reduced |
| First National Bank of Omaha | 51,531 | $7.15M | 0.21% | +51,531 | New |
| Deutsche Bank AG | 52,770 | $7.28M | 0.00% | −198−0.4% | Reduced |
| Keybank National Association | 53,013 | $7.31M | 0.03% | +2,488+4.9% | Added |
| Narwhal Capital Management | 53,812 | $7.42M | 0.54% | +1,887+3.6% | Added |
| Steward Partners Investment Advisory, LLC | 54,261 | $7.48M | 0.04% | +1,787+3.4% | Added |
| Ieq Capital, LLC | 54,268 | $7.48M | 0.02% | +16,400+43.3% | Added |
| Glenmede Trust Co NA | 54,386 | $7.50M | 0.04% | +54,386 | New |
| Cambridge Investment Research Advisors, Inc. | 54,472 | $7.51M | 0.02% | −1,629−2.9% | Reduced |
| Advisors Capital Management, LLC | 55,017 | $7.59M | 0.09% | +2,284+4.3% | Added |
| Fiduciary Trust Co | 55,618 | $7.67M | 0.09% | −2,215−3.8% | Reduced |
| Hantz Financial Services, Inc. | 56,470 | $7.79M | 0.11% | +15,490+37.8% | Added |
| Pinnacle Associates Ltd | 57,205 | $7.89M | 0.10% | −610−1.1% | Reduced |
| Lockheed Martin Investment Management Co | 57,300 | $7.90M | 0.26% | −27,900−32.7% | Reduced |
| Federated Hermes, Inc. | 57,389 | $7.91M | 0.01% | +5,967+11.6% | Added |
| Atria Investments LLC | 58,266 | $8.03M | 0.09% | −199−0.3% | Reduced |
| Logan Capital Management Inc | 58,363 | $8.05M | 0.34% | +6,058+11.6% | Added |
| 1832 Asset Management L.P. | 59,339 | $8.18M | 0.01% | +52,139+724.2% | Added |
| Quadrant Capital Group LLC | 59,860 | $8.25M | 0.25% | +166+0.3% | Added |
| Empowered Funds, LLC | 60,525 | $8.34M | 0.14% | −6,852−10.2% | Reduced |
| Welch & Forbes LLC | 61,088 | $8.42M | 0.10% | −58−0.1% | Reduced |
| Manufacturers Life Insurance Company, The | 61,418 | $8.47M | 0.01% | −28,422−31.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 63,109 | $8.70M | 0.01% | −1,389−2.2% | Reduced |
| Geneos Wealth Management Inc. | 64,841 | $8.94M | 0.22% | +81+0.1% | Added |
| Skopos Labs, Inc. | 64,948 | $9.04M | 0.42% | +43,420+201.7% | Added |
| RMB Capital Management, LLC | 66,313 | $9.14M | 0.16% | +23,465+54.8% | Added |
| Beacon Pointe Advisors, LLC | 66,582 | $9.18M | 0.06% | +2,801+4.4% | Added |
| Baird Financial Group, Inc. | 68,385 | $9.43M | 0.01% | −1,107−1.6% | Reduced |
| Laird Norton Trust Company, LLC | 69,112 | $9.53M | 0.20% | +69,112 | New |
| DV Equities, LLC | 69,935 | $9.64M | 1.74% | +69,935 | New |
| Mengis Capital Management, Inc. | 70,748 | $9.75M | 1.72% | +6,750+10.5% | Added |
| Camden National Bank | 70,869 | $9.77M | 1.34% | +247+0.3% | Added |
| Tower Bridge Advisors | 70,901 | $9.78M | 0.99% | −2,437−3.3% | Reduced |
| Citigroup Inc | 71,334 | $9.83M | 0.01% | −159,953−69.2% | Reduced |
| Clifford Swan Investment Counsel LLC | 73,549 | $10.1M | 0.34% | −2,053−2.7% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 70,511 | $10.2M | 2.53% | −3,468−4.7% | Reduced |
| Tweedy, Browne Co LLC | 74,905 | $10.3M | 0.83% | −1,149−1.5% | Reduced |
| Altrius Capital Management Inc | 74,923 | $10.3M | 2.19% | +494+0.7% | Added |
| BNP Paribas Arbitrage, SA | 75,357 | $10.4M | 0.01% | −108,887−59.1% | Reduced |
| Gabelli Funds LLC | 75,500 | $10.4M | 0.07% | −1,400−1.8% | Reduced |
| GWM Advisors LLC | 75,540 | $10.4M | 0.04% | +2,901+4.0% | Added |
| Live Oak Private Wealth LLC | 76,592 | $10.6M | 1.44% | −488−0.6% | Reduced |
| Cohen Capital Management, Inc. | 76,613 | $10.6M | 1.59% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 77,954 | $10.7M | 0.50% | −3,917−4.8% | Reduced |
| Zevin Asset Management LLC | 80,982 | $11.2M | 1.50% | −6,225−7.1% | Reduced |
| Blair William & Co | 81,278 | $11.2M | 0.03% | +15,552+23.7% | Added |
| Eldred Rock Partners, LLC | 81,549 | $11.2M | 2.92% | −9,204−10.1% | Reduced |
| Investment House LLC | 81,848 | $11.3M | 0.54% | −169−0.2% | Reduced |
| CWM, LLC | 83,074 | $11.5M | 0.03% | −6,402−7.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 84,499 | $11.6M | 0.15% | −208−0.2% | Reduced |
| United Capital Financial Advisers, LLC | 85,041 | $11.7M | 0.07% | +4,081+5.0% | Added |
| Matthew Goff Investment Advisor, LLC | 85,855 | $11.8M | 2.10% | −2,422−2.7% | Reduced |
| Bahl & Gaynor Inc | 86,162 | $11.9M | 0.06% | −1,269−1.5% | Reduced |
| Manning & Napier Advisors LLC | 85,852 | $11.9M | 0.15% | −2,626−3.0% | Reduced |
| Osterweis Capital Management Inc | – | $12.1M | 0.51% | – | – |
| Aquatic Capital Management LLC | 90,973 | $12.5M | 0.36% | +65,074+251.3% | Added |
| Sanctuary Advisors, LLC | 91,562 | $12.6M | 0.07% | −161−0.2% | Reduced |
| Allworth Financial LP | 93,025 | $12.8M | 0.05% | −2,572−2.7% | Reduced |
| American Assets Investment Management, LLC | 93,610 | $12.9M | 0.89% | 00.0% | Unchanged |
| Ethic Inc. | 93,865 | $12.9M | 0.20% | +3,010+3.3% | Added |
| Vestmark Advisory Solutions, Inc. | 94,282 | $13.0M | 0.18% | +84,944+909.7% | Added |
| Exencial Wealth Advisors, LLC | 95,498 | $13.2M | 0.42% | −426−0.4% | Reduced |
| Susquehanna International Group, LLP | 95,565 | $13.2M | 0.02% | +89,201+1,401.6% | Added |
| Russell Investments Group, Ltd. | 97,259 | $13.4M | 0.01% | +24,655+34.0% | Added |
| Public Employees Retirement System of Ohio | 97,521 | $13.4M | 0.04% | +87,821+905.4% | Added |
| Smithbridge Asset Management Inc | 97,812 | $13.5M | 1.15% | +49,297+101.6% | Added |
| Ritholtz Wealth Management | 99,834 | $13.8M | 0.25% | −1,672−1.6% | Reduced |
| Adage Capital Partners GP, L.L.C. | 100,188 | $13.8M | 0.02% | −110,000−52.3% | Reduced |
| Callan Family Office, LLC | 104,847 | $14.5M | 0.31% | +16,872+19.2% | Added |
| Allspring Global Investments Holdings, LLC | 106,040 | $14.7M | 0.02% | +339+0.3% | Added |
| Cresset Asset Management, LLC | 106,832 | $14.7M | 0.06% | −1,540−1.4% | Reduced |
| Rockefeller Capital Management L.P. | 108,205 | $14.9M | 0.03% | +5,526+5.4% | Added |
| Edgemoor Investment Advisors, Inc. | 108,330 | $14.9M | 1.16% | −710−0.7% | Reduced |
| Boston Common Asset Management, LLC | 113,266 | $15.6M | 0.94% | −10,970−8.8% | Reduced |
| Massachusetts Financial Services Co | 113,737 | $15.7M | 0.01% | +14,352+14.4% | Added |
| Hudson Bay Capital Management LP | 114,346 | $15.8M | 0.09% | +114,346 | New |
| Tocqueville Asset Management L.P. | 114,835 | $15.8M | 0.23% | −1,067−0.9% | Reduced |
| Wilkins Investment Counsel Inc | 116,412 | $16.0M | 2.34% | −17,565−13.1% | Reduced |
| Qube Research & Technologies Ltd | 118,627 | $16.4M | 0.02% | −70,840−37.4% | Reduced |
| Pathstone Holdings, LLC | 118,791 | $16.4M | 0.06% | +11,707+10.9% | Added |