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 |
|---|---|---|---|---|---|
| Neuberger Berman Group LLC | 120,026 | $16.5M | 0.01% | −1,713−1.4% | Reduced |
| Fiera Capital Corp | 124,367 | $17.1M | 0.05% | +30,433+32.4% | Added |
| GW Henssler & Associates Ltd | 129,063 | $17.8M | 0.86% | −4,405−3.3% | Reduced |
| JustInvest LLC | 130,399 | $18.0M | 0.18% | −2,137−1.6% | Reduced |
| Ingalls & Snyder LLC | 132,826 | $18.3M | 0.67% | +969+0.7% | Added |
| QRG Capital Management, Inc. | 133,113 | $18.4M | 0.20% | +7,579+6.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 133,267 | $18.4M | 0.10% | +16,550+14.2% | Added |
| Coleford Investment Management Ltd. | 133,675 | $18.4M | 4.48% | −2,375−1.7% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 135,448 | $18.7M | 3.62% | −1,022−0.7% | Reduced |
| ProVise Management Group, LLC | 144,479 | $19.9M | 1.42% | +4,105+2.9% | Added |
| Parkwood LLC | 147,260 | $20.3M | 1.73% | +14,294+10.8% | Added |
| Douglas Lane & Associates, LLC | 151,029 | $20.8M | 0.29% | −5,419−3.5% | Reduced |
| Optiver Holding B.V. | 151,590 | $20.9M | 0.38% | −8,498−5.3% | Reduced |
| M&T Bank Corp | 153,584 | $21.2M | 0.07% | +1,122+0.7% | Added |
| Grandfield & Dodd, LLC | 155,348 | $21.4M | 1.21% | −7,470−4.6% | Reduced |
| Oak Associates, Ltd | 156,995 | $21.6M | 1.30% | +1,136+0.7% | Added |
| HRT Financial LP | 157,661 | $21.7M | 0.07% | +18,802+13.5% | Added |
| Captrust Financial Advisors | 161,252 | $22.2M | 0.04% | +7,103+4.6% | Added |
| Capital Wealth Planning, LLC | 163,545 | $22.7M | 0.15% | +44,640+37.5% | Added |
| Advisor Group Holdings, Inc. | 166,724 | $23.0M | 0.03% | −65,183−28.1% | Reduced |
| Commonwealth Equity Services, LLC | 168,386 | $23.2M | 0.03% | −10,136−5.7% | Reduced |
| Foresight Global Investors, Inc. | 172,083 | $23.7M | 11.17% | +400+0.2% | Added |
| Mercer Global Advisors Inc | 156,158 | $24.1M | 0.04% | +19,787+14.5% | Added |
| Invesco Ltd. | 175,677 | $24.2M | 0.00% | −3,362−1.9% | Reduced |
| Abc Arbitrage SA | 176,749 | $24.4M | 2.28% | +176,749 | New |
| Cetera Investment Advisers | 178,949 | $24.7M | 0.03% | −878−0.5% | Reduced |
| New York State Common Retirement Fund | 185,366 | $25.6M | 0.03% | +79,068+74.4% | Added |
| AQR Capital Management LLC | 186,600 | $25.7M | 0.01% | +50,641+37.2% | Added |
| Brown Advisory Inc | 188,406 | $26.0M | 0.04% | −547−0.3% | Reduced |
| Godsey & Gibb Associates | 191,084 | $26.3M | 2.37% | −2,178−1.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 186,406 | $26.6M | 0.04% | +6,218+3.5% | Added |
| Jones Financial Companies LLLP | 196,282 | $27.1M | 0.02% | +10,709+5.8% | Added |
| Managed Asset Portfolios, LLC | 198,636 | $27.4M | 3.31% | −660.0% | Reduced |
| Promethos Capital, LLC | 224,804 | $28.6M | 7.78% | +17,624+8.5% | Added |
| Colony Group, LLC | 208,560 | $28.7M | 0.03% | +152,616+272.8% | Added |
| The PNC Financial Services Group, Inc. | 210,204 | $29.0M | 0.02% | −2,580−1.2% | Reduced |
| Martin Investment Management, LLC | 211,504 | $29.2M | 8.16% | −6,239−2.9% | Reduced |
| D.A. Davidson & Co. | 219,714 | $30.3M | 0.19% | −4,833−2.2% | Reduced |
| Oppenheimer Asset Management Inc. | 220,181 | $30.4M | 0.37% | −2,711−1.2% | Reduced |
| First Financial Bankshares Inc | 224,783 | $31.0M | 0.62% | +2,546+1.1% | Added |
| Toroso Investments, LLC | 226,256 | $31.2M | 0.13% | −75,180−24.9% | Reduced |
| Mariner, LLC | 236,476 | $32.6M | 0.04% | +1,586+0.7% | Added |
| MML Investors Services, LLC | 242,771 | $33.5M | 0.08% | +25,802+11.9% | Added |
| Midwest Trust Co | 249,741 | $34.4M | 0.43% | −2,611−1.0% | Reduced |
| Integral Health Asset Management, LLC | 250,000 | $34.5M | 1.75% | +50,000+25.0% | Added |
| HighTower Advisors, LLC | 251,375 | $34.7M | 0.04% | −1,828−0.7% | Reduced |
| Old Mission Capital LLC | 254,991 | $35.2M | 1.36% | +254,991 | New |
| Brandes Investment Partners, LP | 262,797 | $36.2M | 0.28% | +14,922+6.0% | Added |
| US Bancorp | 267,269 | $36.8M | 0.04% | +13,012+5.1% | Added |
| Cookson Peirce & Co Inc | 268,943 | $37.1M | 1.54% | −3,226−1.2% | Reduced |
| Stifel Financial Corp | 272,382 | $37.6M | 0.03% | +15,630+6.1% | Added |
| Teachers Retirement System of the State of Kentucky | 274,950 | $37.9M | 0.28% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 290,480 | $40.0M | 0.01% | +29,653+11.4% | Added |
| Cerity Partners LLC | 294,770 | $40.6M | 0.06% | −37,912−11.4% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 299,175 | $41.2M | 0.11% | −31,857−9.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 300,078 | $41.4M | 0.23% | +14,273+5.0% | Added |
| Quantinno Capital Management LP | 301,191 | $41.5M | 0.08% | +48,545+19.2% | Added |
| Saturna Capital CORP | 312,662 | $43.1M | 0.57% | −2,639−0.8% | Reduced |
| Bank of New York Mellon Corp | 318,126 | $43.9M | 0.01% | +5,758+1.8% | Added |
| Janney Montgomery Scott LLC | 319,855 | $44.1M | 0.10% | +6,573+2.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 342,536 | $47.2M | 0.13% | −56,622−14.2% | Reduced |
| Defilade Capital Management, L.P. | 362,816 | $50.0M | 6.78% | +362,816 | New |
| Lord, Abbett & Co. LLC | 366,160 | $50.5M | 0.15% | +366,160 | New |
| First Trust Advisors LP | 371,761 | $51.3M | 0.04% | −83,242−18.3% | Reduced |
| TCTC Holdings, LLC | 394,089 | $54.3M | 1.62% | +2,653+0.7% | Added |
| Assetmark, Inc | 406,231 | $56.0M | 0.11% | +48,080+13.4% | Added |
| Todd Asset Management LLC | 434,246 | $59.9M | 1.17% | −5,633−1.3% | Reduced |
| Creative Planning | 438,963 | $60.5M | 0.04% | +15,145+3.6% | Added |
| Clark Capital Management Group, Inc. | 445,689 | $61.4M | 0.38% | −255,169−36.4% | Reduced |
| CI Private Wealth, LLC | 479,904 | $66.2M | 0.09% | +21,364+4.7% | Added |
| Harvest Portfolios Group Inc. | 492,014 | $67.8M | 1.18% | +6,684+1.4% | Added |
| NewEdge Wealth, LLC | 505,339 | $69.7M | 0.79% | +18,875+3.9% | Added |
| CIBC Private Wealth Group, LLC | 517,027 | $71.3M | 0.12% | +21,236+4.3% | Added |
| CIBC World Markets Inc. | 528,563 | $72.9M | 0.13% | +374,016+242.0% | Added |
| SEI Investments Co | 565,012 | $77.9M | 0.08% | +44,921+8.6% | Added |
| Ameriprise Financial Inc | 569,722 | $78.5M | 0.02% | −14,931−2.6% | Reduced |
| Bristol John W & Co Inc | 569,718 | $78.5M | 1.21% | −12,005−2.1% | Reduced |
| Royal Bank of Canada | 577,922 | $79.7M | 0.01% | +25,995+4.7% | Added |
| JPMorgan Chase & Co | 592,652 | $81.7M | 0.01% | +55,109+10.3% | Added |
| Woodley Farra Manion Portfolio Management Inc | 601,912 | $83.0M | 3.95% | −4,868−0.8% | Reduced |
| Harding Loevner LP | 603,387 | $83.2M | 0.73% | −26,571−4.2% | Reduced |
| LPL Financial LLC | 607,748 | $83.8M | 0.02% | +56,213+10.2% | Added |
| American Century Companies Inc | 618,268 | $85.2M | 0.04% | +57,204+10.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 651,144 | $89.8M | 0.24% | +609,022+1,445.9% | Added |
| Marshall Wace, LLP | 693,356 | $95.6M | 0.09% | −475,401−40.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 787,977 | $108.6M | 0.06% | +787,977 | New |
| Natixis Advisors, L.P. | 838,382 | $115.6M | 0.16% | −61,636−6.8% | Reduced |
| Truist Financial Corp | 887,296 | $122.3M | 0.16% | +54,682+6.6% | Added |
| Earnest Partners LLC | 921,396 | $127.0M | 0.54% | +81,370+9.7% | Added |
| Van Eck Associates Corp | 960,657 | $132.4M | 0.11% | +515,999+116.0% | Added |
| Scharf Investments, LLC | 962,900 | $132.8M | 3.57% | −248,048−20.5% | Reduced |
| Bank of Montreal | 984,599 | $135.7M | 0.06% | −60,592−5.8% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 1,061,372 | $146.3M | 0.40% | −74,878−6.6% | Reduced |
| Renaissance Technologies LLC | 1,343,033 | $185.2M | 0.29% | −534,798−28.5% | Reduced |
| UBS Group AG | 1,361,274 | $187.7M | 0.04% | −240,859−15.0% | Reduced |
| State Street Corp | 1,450,061 | $202.1M | 0.01% | −50,313−3.4% | Reduced |
| FMR LLC | 1,662,296 | $229.2M | 0.01% | +62,559+3.9% | Added |
| Envestnet Asset Management Inc | 1,782,198 | $245.7M | 0.07% | −37,062−2.0% | Reduced |
| Principal Financial Group Inc | 1,809,158 | $249.4M | 0.13% | −279,382−13.4% | Reduced |
| Wells Fargo & Company | 1,842,043 | $254.0M | 0.05% | +12,199+0.7% | Added |