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 |
|---|---|---|---|---|---|
| First PREMIER Bank | 500 | $69.0K | 0.02% | −43−7.9% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 504 | $69.5K | 0.05% | −1−0.2% | Reduced |
| Maseco LLP | 520 | $71.7K | 0.00% | +97+22.9% | Added |
| Sunbelt Securities, Inc. | 521 | $71.8K | 0.00% | −12−2.3% | Reduced |
| Pin Oak Investment Advisors Inc | 462 | $72.0K | 0.05% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 525 | $72.4K | 0.06% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 535 | $73.8K | 0.04% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 548 | $75.6K | 0.01% | +12+2.2% | Added |
| Duncker Streett & Co Inc | 552 | $76.1K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 529 | $76.4K | 0.00% | +383+262.3% | Added |
| Ameriflex Group, Inc. | 556 | $76.6K | 0.04% | +460+479.2% | Added |
| Tompkins Financial Corp | 560 | $77.2K | 0.01% | 00.0% | Unchanged |
| Wellington Grp LLC | 571 | $78.7K | 0.03% | +571 | New |
| Advisors Preferred, LLC | 570 | $79.0K | 0.01% | +570 | New |
| Wall Street Access Asset Management, LLC | 584 | $80.5K | 0.02% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 590 | $81.3K | 0.10% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 594 | $81.9K | 0.00% | +594 | New |
| First Financial Corp | 599 | $82.6K | 0.03% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 600 | $82.7K | 0.05% | +600 | New |
| Compagnie Lombard Odier SCmA | 612 | $84.4K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 625 | $86.0K | 0.01% | −49−7.3% | Reduced |
| Costello Asset Management, INC | 638 | $88.0K | 0.03% | −22−3.3% | Reduced |
| Lodestone Wealth Management LLC | 641 | $88.4K | 0.04% | +641 | New |
| Adkins Seale Capital Management LLC | 641 | $88.4K | 0.09% | +641 | New |
| Murphy & Mullick Capital Management Corp | 650 | $89.6K | 0.06% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 657 | $90.5K | 0.03% | 00.0% | Unchanged |
| Triumph Capital Management | 676 | $93.2K | 0.02% | +676 | New |
| WealthCollab, LLC | 692 | $95.4K | 0.04% | +25+3.7% | Added |
| Bullock Wealth Management Group | 693 | $95.5K | 0.05% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 696 | $96.0K | 0.02% | 00.0% | Unchanged |
| 10Elms LLP | 700 | $96.5K | 0.09% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 700 | $96.5K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 700 | $96.6K | 0.08% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 710 | $97.9K | 0.01% | +70+10.9% | Added |
| Golden State Wealth Management, LLC | 710 | $97.9K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 730 | $100.6K | 0.02% | +376+106.2% | Added |
| Washington Trust Advisors, Inc. | 739 | $101.9K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 750 | $103.3K | 0.01% | +293+64.1% | Added |
| BFSG, LLC | 750 | $103.4K | 0.01% | +55+7.9% | Added |
| Wealth Enhancement Trust Services, Inc. | 754 | $104.0K | 0.01% | +754 | New |
| Crews Bank & Trust | 786 | $108.4K | 0.02% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 800 | $110.3K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 829 | $114.3K | 0.01% | +565+214.0% | Added |
| Garner Asset Management Corp | 840 | $115.8K | 0.04% | +840 | New |
| Abound Financial, LLC | 848 | $116.9K | 0.05% | +848 | New |
| Cornerstone Financial Management LLC | 855 | $117.9K | 0.11% | +855 | New |
| Smithfield Trust Co | 863 | $118.0K | 0.01% | +89+11.5% | Added |
| City State Bank | 856 | $118.0K | 0.03% | +1+0.1% | Added |
| CGC Financial Services, LLC | 872 | $120.2K | 0.03% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 916 | $126.3K | 0.01% | +17+1.9% | Added |
| Citizens National Bank Trust Department | 925 | $127.5K | 0.02% | 00.0% | Unchanged |
| High Note Wealth, LLC | 974 | $134.3K | 0.03% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 974 | $134.3K | 0.02% | +974 | New |
| Pandora Wealth, Inc. | 977 | $134.7K | 0.08% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 987 | $136.1K | 0.03% | −8−0.8% | Reduced |
| Glen Eagle Advisors, LLC | 1,001 | $138.1K | 0.02% | −8−0.8% | Reduced |
| State of Wyoming | 1,002 | $138.1K | 0.02% | −50−4.8% | Reduced |
| Cape Investment Advisory, Inc. | 1,015 | $139.9K | 0.04% | +194+23.6% | Added |
| McMillan Office, Inc. | 1,068 | $147.2K | 0.02% | +1,068 | New |
| Barnes Dennig Private Wealth Management LLC | 1,086 | $149.7K | 0.15% | +1,086 | New |
| Employees Retirement System of Texas | 1,086 | $150.0K | 0.00% | −708−39.5% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 1,094 | $150.8K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,116 | $153.9K | 0.02% | −48−4.1% | Reduced |
| PEAK6 LLC | 1,136 | $156.6K | 0.00% | −906−44.4% | Reduced |
| Tacita Capital Inc | 1,200 | $165.4K | 0.10% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,235 | $170.3K | 0.00% | −5,078−80.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 1,258 | $173.4K | 0.01% | +103+8.9% | Added |
| Monetary Management Group Inc | 1,259 | $173.6K | 0.04% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,287 | $177.4K | 0.02% | 00.0% | Unchanged |
| CDKV Holdings LLC | 1,291 | $178.0K | 0.15% | +1,291 | New |
| United Community Bank | 1,296 | $178.7K | 0.07% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,300 | $179.2K | 0.00% | +88+7.3% | Added |
| Prestige Wealth Management Group LLC | 1,305 | $179.9K | 0.03% | +880+207.1% | Added |
| GHP Investment Advisors, Inc. | 1,308 | $180.3K | 0.01% | +59+4.7% | Added |
| Rosenberg Matthew Hamilton | 1,342 | $185.0K | 0.04% | 00.0% | Unchanged |
| TrustBank | 1,362 | $187.8K | 0.08% | +1,362 | New |
| Avalon Trust Co | 1,367 | $188.5K | 0.01% | −223−14.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,367 | $189.4K | 0.00% | −170−11.1% | Reduced |
| Hills Bank & Trust Co | 1,412 | $194.7K | 0.01% | 00.0% | Unchanged |
| Cascades Capital Asset Management, LLC | 1,425 | $196.5K | 0.08% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,426 | $196.6K | 0.01% | +50+3.6% | Added |
| Piscataqua Savings Bank | 1,429 | $197.0K | 0.14% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,436 | $198.0K | 0.01% | −437−23.3% | Reduced |
| Larson Financial Group LLC | 1,440 | $198.5K | 0.01% | +20+1.4% | Added |
| HHM Wealth Advisors, LLC | 1,449 | $199.8K | 0.02% | −1−0.1% | Reduced |
| Professional Advisory Services Inc | 1,450 | $200.0K | 0.03% | +1,450 | New |
| Consolidated Planning Corp | 1,455 | $200.6K | 0.02% | +1,455 | New |
| MFA Wealth Services | 1,456 | $200.7K | 0.14% | +1,456 | New |
| PFW Advisors LLC | 1,457 | $200.9K | 0.06% | +1,457 | New |
| Caitong International Asset Management Co., Ltd | 1,459 | $201.2K | 0.05% | +1,459 | New |
| Integris Wealth Management, LLC | 1,459 | $201.2K | 0.05% | +1,459 | New |
| Chicago Capital, LLC | 1,460 | $201.4K | 0.00% | +1,460 | New |
| Clarus Group, Inc. | 1,461 | $201.4K | 0.07% | +1,461 | New |
| First County Bank | 1,462 | $201.6K | 0.11% | −332−18.5% | Reduced |
| Kestra Investment Management, LLC | 1,463 | $201.7K | 0.00% | +1,463 | New |
| Crawford Investment Counsel Inc | 1,466 | $202.1K | 0.00% | +1,466 | New |
| PFG Advisors | 1,469 | $202.5K | 0.01% | −216−12.8% | Reduced |
| One Wealth Capital Management, LLC | 1,470 | $202.7K | 0.09% | +1,470 | New |
| Engineers Gate Manager LP | 1,475 | $203.4K | 0.00% | −8,879−85.8% | Reduced |
| Fiduciary Wealth Partners, LLC | 1,476 | $203.5K | 0.08% | +1,476 | New |