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 |
|---|---|---|---|---|---|
| Palumbo Wealth Management LLC | 1,477 | $203.7K | 0.05% | +1,477 | New |
| Liberty Capital Management, Inc. | 1,480 | $204.0K | 0.04% | +1,480 | New |
| Garrett Wealth Advisory Group, LLC | 1,485 | $204.7K | 0.04% | +1,485 | New |
| Mairs & Power Inc | 1,485 | $204.7K | 0.00% | +1,485 | New |
| International Assets Investment Management, LLC | 1,488 | $205.1K | 0.01% | +1,488 | New |
| SHP Wealth Management | 1,489 | $205.3K | 0.02% | +1,489 | New |
| Saratoga Research & Investment Management | 1,490 | $205.4K | 0.01% | +1,490 | New |
| MMBG Investment Advisors Co. | 1,492 | $205.7K | 0.02% | −2,000−57.3% | Reduced |
| TCI Wealth Advisors, Inc. | 1,497 | $206.4K | 0.01% | +1,497 | New |
| Mitchell Capital Management Co | 1,498 | $206.5K | 0.04% | +1,498 | New |
| First National Bank of Hutchinson | 1,498 | $206.5K | 0.12% | +1,498 | New |
| Golden State Equity Partners | 1,498 | $206.5K | 0.03% | +1,498 | New |
| Kelly Financial Services LLC | 1,499 | $206.6K | 0.05% | +1,499 | New |
| WealthSpring Partners, LLC | 1,500 | $206.8K | 0.21% | +1,500 | New |
| Clarkston Capital Partners, LLC | 1,500 | $206.8K | 0.00% | +1,500 | New |
| Rebalance, LLC | 1,500 | $206.8K | 0.01% | +1,500 | New |
| Adelphi Trust Co | 1,515 | $208.9K | 0.17% | +1,515 | New |
| Jackson Hole Capital Partners, LLC | 1,525 | $210.3K | 0.04% | +1,525 | New |
| Claris Financial LLC | 1,526 | $210.4K | 0.11% | +1,526 | New |
| Ledyard National Bank | 1,528 | $210.7K | 0.02% | −113−6.9% | Reduced |
| John G Ullman & Associates Inc | 1,530 | $210.9K | 0.03% | −1,450−48.7% | Reduced |
| Portfolio Design Labs, LLC | 1,531 | $211.1K | 0.03% | +1,531 | New |
| Childress Capital Advisors, LLC | 1,537 | $211.9K | 0.03% | +1,537 | New |
| Argentarii, LLC | 1,542 | $212.6K | 0.07% | +1,542 | New |
| JBGlobal.com LLC | 1,550 | $213.7K | 0.27% | +1,550 | New |
| Glenview Trust Co | 1,554 | $214.2K | 0.00% | −2,000−56.3% | Reduced |
| Heritage Wealth Advisors | 1,556 | $214.5K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,556 | $214.5K | 0.01% | +152+10.8% | Added |
| Fiduciary Alliance LLC | 1,559 | $214.9K | 0.01% | +1,559 | New |
| UMA Financial Services, Inc. | 1,566 | $215.9K | 0.03% | +24+1.6% | Added |
| Mosaic Family Wealth Partners, LLC | 1,568 | $216.2K | 0.02% | +1,568 | New |
| Brown, Lisle/Cummings, Inc. | 1,578 | $217.6K | 0.05% | 00.0% | Unchanged |
| Berman McAleer LLC | 1,581 | $218.0K | 0.03% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 1,598 | $220.3K | 0.01% | +1,598 | New |
| Leisure Capital Management | 1,605 | $221.3K | 0.07% | +1,605 | New |
| Blue Fin Capital, Inc. | 1,605 | $221.3K | 0.03% | −158−9.0% | Reduced |
| Clearbridge Investments, LLC | 1,610 | $222.0K | 0.00% | −491−23.4% | Reduced |
| Mattern Wealth Management LLC | 1,616 | $222.8K | 0.04% | −93−5.4% | Reduced |
| CSS LLC | 1,620 | $223.3K | 0.01% | +1,620 | New |
| Westfuller Advisors, LLC | 1,628 | $224.4K | 0.09% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 1,629 | $224.6K | 0.05% | −2−0.1% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 1,637 | $225.6K | 0.06% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 1,642 | $226.4K | 0.01% | +1,642 | New |
| Harbor Investment Advisory, LLC | 1,646 | $226.9K | 0.02% | +11+0.7% | Added |
| Courier Capital LLC | 1,648 | $227.2K | 0.01% | −350−17.5% | Reduced |
| Crestmont Private Wealth LLC | 1,652 | $227.8K | 0.07% | +1,652 | New |
| Retirement Planning Group | 1,668 | $230.0K | 0.01% | +1,668 | New |
| MidWestOne Financial Group, Inc. | 1,675 | $230.9K | 0.03% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 1,681 | $231.8K | 0.15% | 00.0% | Unchanged |
| Post Resch Tallon Group Inc. | 1,689 | $232.9K | 0.20% | +24+1.4% | Added |
| Paul Damon & Associates, Inc. | 1,690 | $233.0K | 0.10% | +1,690 | New |
| Badgley Phelps Wealth Managers, LLC | 1,695 | $233.7K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,703 | $234.8K | 0.03% | +415+32.2% | Added |
| Prosperity Consulting Group, LLC | 1,715 | $236.4K | 0.01% | +1,715 | New |
| Oregon Pacific Wealth Management, LLC | 1,717 | $236.7K | 0.24% | −51−2.9% | Reduced |
| Anchor Capital Advisors LLC | 1,718 | $236.9K | 0.01% | 00.0% | Unchanged |
| NorthStar Asset Management LLC | 1,719 | $237.0K | 0.11% | +1,719 | New |
| Endowment Wealth Management, Inc. | 1,722 | $237.4K | 0.11% | +1,722 | New |
| Bravera Wealth | 1,734 | $239.1K | 0.12% | +1,734 | New |
| Hurlow Wealth Management Group, Inc. | 1,735 | $239.2K | 0.06% | −228−11.6% | Reduced |
| Independence Wealth Advisors, LLC | 1,738 | $239.6K | 0.13% | +1,738 | New |
| Verdence Capital Advisors LLC | 1,743 | $240.3K | 0.01% | +13+0.8% | Added |
| Soltis Investment Advisors LLC | 1,743 | $240.3K | 0.02% | +123+7.6% | Added |
| FSM Wealth Advisors, LLC | 1,746 | $240.7K | 0.03% | −5−0.3% | Reduced |
| Daiwa Securities Group Inc. | 1,749 | $241.0K | 0.00% | +295+20.3% | Added |
| Goepper Burkhardt LLC | 1,750 | $241.3K | 0.08% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 1,750 | $241.3K | 0.04% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 1,751 | $241.4K | 0.05% | −738−29.7% | Reduced |
| Marietta Wealth Management, LLC | 1,753 | $241.7K | 0.03% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 1,755 | $242.0K | 0.11% | 00.0% | Unchanged |
| Schnieders Capital Management, LLC. | 1,759 | $242.5K | 0.04% | +88+5.3% | Added |
| Ellsworth Advisors, LLC | 1,695 | $242.6K | 0.05% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 1,764 | $243.2K | 0.03% | +1,764 | New |
| Financial Perspectives, Inc | 1,774 | $244.6K | 0.07% | 00.0% | Unchanged |
| American National Bank | 1,786 | $246.2K | 0.02% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 1,796 | $247.6K | 0.02% | +160+9.8% | Added |
| Houlihan Financial Resource Group, Ltd. | 1,700 | $247.9K | 0.09% | +1,700 | New |
| Pallas Capital Advisors LLC | 1,801 | $248.3K | 0.01% | +18+1.0% | Added |
| Fulcrum Equity Management | 1,805 | $248.9K | 0.24% | +56+3.2% | Added |
| Private Wealth Partners, LLC | 1,812 | $249.8K | 0.02% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 1,815 | $250.2K | 0.10% | −98−5.1% | Reduced |
| ORG Wealth Partners, LLC | 1,816 | $250.4K | 0.06% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 1,817 | $250.5K | 0.01% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 1,819 | $250.8K | 0.02% | +1,819 | New |
| Wayfinding Financial, LLC | 1,826 | $251.0K | 0.11% | +4+0.2% | Added |
| Meramec Financial Planners, LLC | 1,605 | $251.1K | 0.10% | +1,605 | New |
| Trace Wealth Advisors, LLC | 1,825 | $251.6K | 0.18% | 00.0% | Unchanged |
| Welch Financial Planning, LLC | 1,825 | $251.6K | 0.18% | +1,825 | New |
| Excalibur Management Corp | 1,828 | $252.0K | 0.09% | 00.0% | Unchanged |
| Capital Advantage, Inc. | 1,846 | $254.5K | 0.03% | +89+5.1% | Added |
| Plimoth Trust Co LLC | 1,847 | $254.6K | 0.06% | −120−6.1% | Reduced |
| Ponta Wealth Partners, LLC | 1,861 | $256.6K | 0.24% | +1,861 | New |
| Colonial Trust Co | 1,862 | $256.8K | 0.03% | −1,738−48.3% | Reduced |
| Cura Wealth Advisors, LLC | 1,867 | $257.4K | 0.10% | −121−6.1% | Reduced |
| First Nebraska Trust Co | 1,887 | $260.2K | 0.02% | 00.0% | Unchanged |
| Syverson Strege & Co | 1,895 | $261.3K | 0.06% | +1,895 | New |
| Howe & Rusling Inc | 1,896 | $261.4K | 0.02% | +1,896 | New |
| Nixon Peabody Trust Co | 1,902 | $262.2K | 0.02% | −750−28.3% | Reduced |
| Union Savings Bank | 1,906 | $262.8K | 0.11% | +1,906 | New |
| Community Bank, N.A. | 1,906 | $262.8K | 0.03% | 00.0% | Unchanged |