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 |
|---|---|---|---|---|---|
| Raymond James Financial Inc | 1,845,605 | $254.5M | 0.08% | +197,431+12.0% | Added |
| Cullen Capital Management LLC | 2,080,796 | $286.9M | 3.13% | +10,419+0.5% | Added |
| Janus Henderson Group PLC | 2,234,418 | $308.1M | 0.14% | +165,692+8.0% | Added |
| Northern Trust Corp | 2,351,181 | $324.2M | 0.04% | −20,208−0.9% | Reduced |
| Goldman Sachs Group Inc | 2,745,444 | $378.5M | 0.05% | −204,203−6.9% | Reduced |
| BlackRock, Inc. | 2,808,091 | $387.2M | 0.01% | +277,885+11.0% | Added |
| GQG Partners LLC | 3,158,122 | $435.4M | 0.72% | +895,255+39.6% | Added |
| Franklin Resources Inc | 4,479,307 | $617.6M | 0.15% | +419,988+10.3% | Added |
| Bank of America Corp | 4,549,016 | $627.2M | 0.05% | −56,862−1.2% | Reduced |
| Loomis Sayles & Co L P | 5,534,215 | $763.0M | 0.92% | −130,696−2.3% | Reduced |
| Fisher Asset Management, LLC | 7,465,850 | $1.03B | 0.35% | +226,484+3.1% | Added |
| Primecap Management Co | 7,579,274 | $1.04B | 0.79% | −1,762,580−18.9% | Reduced |
| Dimensional Fund Advisors LP | 8,524,394 | $1.18B | 0.25% | −316,292−3.6% | Reduced |
| Morgan Stanley | 8,876,906 | $1.22B | 0.07% | +1,148,033+14.9% | Added |
| Dodge & Cox | 9,014,641 | $1.24B | 0.67% | −1,570,504−14.8% | Reduced |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −106,302−100.0% | Sold out |
| Arlington Partners LLC | 0 | $0 | 0.00% | −39,628−100.0% | Sold out |
| Hayek Kallen Investment Management | 0 | $0 | 0.00% | −38,865−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −34,439−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −30,286−100.0% | Sold out |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Legacy Financial Advisors, Inc. | 0 | $0 | 0.00% | −15,061−100.0% | Sold out |
| Morningstar Investment Management LLC | 0 | $0 | 0.00% | −13,842−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −12,349−100.0% | Sold out |
| Kiker Wealth Management, LLC | 0 | $0 | 0.00% | −11,749−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −10,455−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −9,291−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −9,181−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −6,679−100.0% | Sold out |
| Ignite Planners, LLC | 0 | $0 | 0.00% | −5,762−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −5,501−100.0% | Sold out |
| Hartford Funds Management Co LLC | 0 | $0 | 0.00% | −4,493−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −4,133−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,614−100.0% | Sold out |
| Sageworth Trust Co | 0 | $0 | 0.00% | −3,310−100.0% | Sold out |
| Consolidated Portfolio Review Corp | 0 | $0 | 0.00% | −2,629−100.0% | Sold out |
| Lawson Kroeker Investment Management Inc | 0 | $0 | 0.00% | −2,402−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −2,365−100.0% | Sold out |
| Cardinal Point Capital Management, ULC | 0 | $0 | 0.00% | −2,345−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −2,282−100.0% | Sold out |
| Blue Barn Wealth, LLC | 0 | $0 | 0.00% | −2,277−100.0% | Sold out |
| Capital Advisors Inc | 0 | $0 | 0.00% | −2,027−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −2,006−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Bank Julius Baer & Co. Ltd, Zurich | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Allred Capital Management, LLC | 0 | $0 | 0.00% | −1,929−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −1,910−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −1,894−100.0% | Sold out |
| Jackson Thornton Asset Management, LLC | 0 | $0 | 0.00% | −1,747−100.0% | Sold out |
| von Borstel & Associates, Inc. | 0 | $0 | 0.00% | −1,822−100.0% | Sold out |
| Grey Fox Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,768−100.0% | Sold out |
| Tritonpoint Wealth, LLC | 0 | $0 | 0.00% | −1,690−100.0% | Sold out |
| GM Advisory Group, Inc. | 0 | $0 | 0.00% | −1,668−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −1,638−100.0% | Sold out |
| Madison Asset Management, LLC | 0 | $0 | 0.00% | −1,619−100.0% | Sold out |
| CRA Financial Services, LLC | 0 | $0 | 0.00% | −1,616−100.0% | Sold out |
| Centurion Wealth Management LLC | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| North Capital, Inc. | 0 | $0 | 0.00% | −1,106−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −982−100.0% | Sold out |
| Ramirez Asset Management, Inc. | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Pathway Financial Advisers, LLC | 0 | $0 | 0.00% | −603−100.0% | Sold out |
| Crowley Wealth Management, Inc. | 0 | $0 | 0.00% | −464−100.0% | Sold out |
| Alpine Bank Wealth Management | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| VSM Wealth Advisory, LLC | 0 | $0 | 0.00% | −292−100.0% | Sold out |
| Consultiva Wealth Management, Corp. | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| Seneschal Advisors, LLC | 0 | $0 | 0.00% | −178−100.0% | Sold out |
| Canton Hathaway, LLC | 0 | $0 | 0.00% | −159−100.0% | Sold out |
| Strengthening Families & Communities, LLC | 0 | $0 | 0.00% | −148−100.0% | Sold out |
| JPL Wealth Management, LLC | 0 | $0 | 0.00% | −91−100.0% | Sold out |
| Old Second National Bank of Aurora | 0 | $0 | 0.00% | −84−100.0% | Sold out |
| HighMark Wealth Management LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Halbert Hargrove Global Advisors, LLC | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| Clean Yield Group | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Wolff Wiese Magana LLC | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Accent Capital Management, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Quest 10 Wealth Builders, Inc. | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Main Street Group, LTD | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Global Wealth Strategies & Associates | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Perritt Capital Management Inc | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Proffitt & Goodson Inc | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Bear Mountain Capital, Inc. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Jarislowsky, Fraser Ltd | – | – | – | – | Not filed |
| Country Club Bank | – | – | – | – | Not filed |
| Wetherby Asset Management Inc | – | – | – | – | Not filed |
| Glenmede Investment Management, LP | – | – | – | – | Not filed |
| West Oak Capital, LLC | – | – | – | – | Not filed |
| Synovus Financial Corp | – | – | – | – | Not filed |
| First Affirmative Financial Network | – | – | – | – | Not filed |
| Hutchinson Financial Advisors, INC | – | – | – | – | Not filed |
| Court Place Advisors, LLC | – | – | – | – | Not filed |
| Guerra Advisors Inc | – | – | – | – | Not filed |
| Moloney Securities Asset Management, LLC | – | – | – | – | Not filed |
| Wolverine Trading, LLC | – | – | – | – | Not filed |
| Gitterman Wealth Management, LLC | – | – | – | – | Not filed |
| Garland Capital Management Inc | – | – | – | – | Not filed |
| RiverGlades Family Offices LLC | – | – | – | – | Not filed |
| Apexium Financial, LP | – | – | – | – | Not filed |
| Stonegate Investment Group, LLC | – | – | – | – | Not filed |
| Wealthstream Advisors, Inc. | – | – | – | – | Not filed |