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 |
|---|---|---|---|---|---|
| Hager Investment Management Services, LLC | 128 | $17.6K | 0.01% | +42+48.8% | Added |
| First Command Advisory Services, Inc. | 130 | $17.9K | 0.00% | +30+30.0% | Added |
| SWAN Capital LLC | 131 | $18.1K | 0.01% | +131 | New |
| Hollencrest Capital Management | 132 | $18.2K | 0.00% | −100−43.1% | Reduced |
| Cedar Mountain Advisors, LLC | 139 | $19.2K | 0.00% | −3−2.1% | Reduced |
| Financial Network Wealth Advisors LLC | 139 | $19.2K | 0.02% | +52+59.8% | Added |
| Wealth Watch Advisors, INC | 142 | $19.6K | 0.01% | +9+6.8% | Added |
| Bullseye Investment Management, LLC | 146 | $20.1K | 0.01% | +146 | New |
| MJT & Associates Financial Advisory Group, Inc. | 148 | $20.4K | 0.02% | −17−10.3% | Reduced |
| Old Point Trust & Financial Services N A | 149 | $20.5K | 0.01% | +149 | New |
| Imprint Wealth LLC | 150 | $20.7K | 0.10% | 00.0% | Unchanged |
| City Holding Co | 152 | $21.0K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 154 | $21.2K | 0.00% | +30+24.2% | Added |
| Copia Wealth Management | 160 | $22.1K | 0.02% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 162 | $22.3K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 162 | $22.3K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 165 | $22.7K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 167 | $23.0K | 0.00% | +167 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 171 | $23.6K | 0.03% | +171 | New |
| Keating Financial Advisory Services, Inc. | 171 | $23.6K | 0.00% | +171 | New |
| First United Bank Trust | 175 | $24.1K | 0.01% | 00.0% | Unchanged |
| Bayban | 175 | $24.1K | 0.02% | +175 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 176 | $24.3K | 0.01% | +170+2,833.3% | Added |
| Arlington Trust Co LLC | 179 | $24.7K | 0.00% | +179 | New |
| Quintet Private Bank (Europe) S.A. | 181 | $25.0K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 187 | $25.8K | 0.01% | +35+23.0% | Added |
| Boyd Watterson Asset Management LLC | 193 | $26.6K | 0.01% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 200 | $27.6K | 0.01% | 00.0% | Unchanged |
| Close Asset Management Ltd | 200 | $28.0K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 206 | $28.0K | 0.01% | +36+21.2% | Added |
| Crewe Advisors LLC | 206 | $28.4K | 0.00% | −616−74.9% | Reduced |
| CrossGen Wealth, LLC | 206 | $28.5K | 0.03% | +206 | New |
| N.E.W. Advisory Services LLC | 207 | $28.5K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 207 | $28.5K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 210 | $29.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 213 | $29.4K | 0.00% | +113+113.0% | Added |
| Nexus Investment Management ULC | 220 | $30.3K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 220 | $30.3K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 225 | $31.0K | 0.01% | −300−57.1% | Reduced |
| Webster Bank, N. A. | 225 | $31.0K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 231 | $31.8K | 0.02% | +187+425.0% | Added |
| TSFG, LLC | 233 | $32.0K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 242 | $33.3K | 0.02% | +42+21.0% | Added |
| Hallmark Capital Management Inc | 245 | $33.8K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 250 | $34.0K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 250 | $34.5K | 0.02% | 00.0% | Unchanged |
| Garton & Associates Financial Advisors LLC | 250 | $34.5K | 0.02% | +250 | New |
| Bank of New Hampshire | 255 | $35.2K | 0.01% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 259 | $35.7K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 263 | $36.3K | 0.01% | +5+1.9% | Added |
| Medallion Wealth Advisors, LLC | 265 | $36.5K | 0.01% | +37+16.2% | Added |
| New Millennium Group LLC | 267 | $36.8K | 0.02% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 269 | $37.1K | 0.01% | −721−72.8% | Reduced |
| South Plains Financial, Inc. | 271 | $37.4K | 0.02% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 273 | $37.6K | 0.02% | +273 | New |
| Retirement Wealth Solutions LLC | 277 | $38.2K | 0.02% | 00.0% | Unchanged |
| Alerus Financial NA | 281 | $38.7K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 281 | $38.7K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 292 | $40.3K | 0.02% | 00.0% | Unchanged |
| Solstein Capital, LLC | 300 | $41.4K | 0.02% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 314 | $43.3K | 0.01% | +18+6.1% | Added |
| Essential Partners LLC | 320 | $44.1K | 0.01% | +155+93.9% | Added |
| Aventura Private Wealth, LLC | 324 | $44.7K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 326 | $44.9K | 0.00% | +140+75.3% | Added |
| SOA Wealth Advisors, LLC. | 334 | $46.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 339 | $46.7K | 0.00% | +2+0.6% | Added |
| Country Trust Bank | 342 | $47.2K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 321 | $47.5K | 0.01% | +319+15,950.0% | Added |
| ZRC Wealth Management, LLC | 350 | $48.3K | 0.02% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 365 | $50.3K | 0.02% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 367 | $50.6K | 0.04% | +367 | New |
| Broadwater Capital Management LLC | 370 | $51.0K | 0.04% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 375 | $51.7K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 375 | $52.0K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Advisors LLC | 382 | $52.0K | 0.04% | +382 | New |
| Quaker Wealth Management, LLC | 381 | $52.5K | 0.02% | +29+8.2% | Added |
| Bogart Wealth, LLC | 392 | $54.0K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 400 | $55.1K | 0.01% | −138−25.7% | Reduced |
| Fourth Dimension Wealth, LLC | 400 | $55.1K | 0.02% | 00.0% | Unchanged |
| Barclays PLC | 409 | $56.4K | 0.00% | −154−27.4% | Reduced |
| WPG Advisers, LLC | 421 | $58.0K | 0.04% | +206+95.8% | Added |
| Richardson Financial Services Inc. | 422 | $58.2K | 0.04% | −185−30.5% | Reduced |
| Asset Dedication, LLC | 428 | $59.0K | 0.00% | +100+30.5% | Added |
| Harbor Asset Planning, Inc. | 441 | $60.8K | 0.05% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 444 | $61.3K | 0.00% | −5−1.1% | Reduced |
| Union Bancaire Privee, UBP SA | 600 | $61.8K | 0.00% | +319+113.5% | Added |
| Missouri Trust & Investment Co | 459 | $63.3K | 0.02% | 00.0% | Unchanged |
| Trust Co | 459 | $63.3K | 0.01% | +159+53.0% | Added |
| Litman Gregory Asset Management LLC | 470 | $64.8K | 0.00% | +470 | New |
| ORG Partners LLC | 471 | $64.9K | 0.01% | +261+124.3% | Added |
| United Financial Planning Group LLC | 473 | $65.2K | 0.04% | +23+5.1% | Added |
| LOM Asset Management Ltd | 475 | $65.5K | 0.02% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 484 | $67.1K | 0.01% | 00.0% | Unchanged |
| Optima Capital LLC | 489 | $67.4K | 0.03% | +489 | New |
| Beacon Financial Strategies CORP | 489 | $67.4K | 0.04% | +489 | New |
| GW&K Investment Management, LLC | 495 | $68.0K | 0.00% | +25+5.3% | Added |
| True Wealth Design, LLC | 496 | $68.4K | 0.02% | −2−0.4% | Reduced |
| Orion Capital Management LLC | 500 | $68.9K | 0.02% | −33−6.2% | Reduced |
| Centennial Bank | 500 | $68.9K | 0.03% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 500 | $68.9K | 0.01% | 00.0% | Unchanged |