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 |
|---|---|---|---|---|---|
| August Group Capital Ltd | 1,910 | $263.2K | 0.29% | +1,910 | New |
| Sapient Capital LLC | 1,898 | $263.3K | 0.00% | +164+9.5% | Added |
| Manchester Capital Management LLC | 1,910 | $263.3K | 0.04% | +1,463+327.3% | Added |
| Hummer Financial Advisory Services Inc | 1,926 | $265.5K | 0.19% | +1,926 | New |
| Rockland Trust Co | 1,929 | $266.0K | 0.01% | +79+4.3% | Added |
| Commonwealth Retirement Investments LLC | 1,931 | $266.2K | 0.09% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 1,932 | $266.4K | 0.01% | −169−8.0% | Reduced |
| South Street Advisors LLC | 1,934 | $266.6K | 0.04% | +34+1.8% | Added |
| Causeway Capital Management LLC | 1,935 | $266.8K | 0.00% | −119−5.8% | Reduced |
| Barry Investment Advisors, LLC | 1,940 | $267.4K | 0.06% | 00.0% | Unchanged |
| Juncture Wealth Strategies, LLC | 1,947 | $268.4K | 0.09% | +1,947 | New |
| Bruce G. Allen Investments, LLC | 1,953 | $269.3K | 0.18% | −516−20.9% | Reduced |
| Spinnaker Trust | 1,959 | $270.1K | 0.01% | 00.0% | Unchanged |
| Van Diest Capital, LLC | 1,963 | $270.6K | 0.40% | +1,963 | New |
| Capital Performance Advisors LLP | 1,973 | $272.1K | 0.02% | +328+19.9% | Added |
| Hall Capital Management Co Inc | 1,985 | $273.7K | 0.11% | +25+1.3% | Added |
| Everpar Advisors LLC | 1,986 | $273.8K | 0.10% | +1,986 | New |
| Smith, Moore & Co. | 1,989 | $274.2K | 0.02% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,984 | $274.9K | 0.12% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 2,000 | $275.7K | 0.04% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 2,000 | $275.7K | 0.05% | 00.0% | Unchanged |
| Jump Financial, LLC | 2,000 | $275.7K | 0.00% | +2,000 | New |
| Keudell/Morrison Wealth Management | 2,008 | $276.8K | 0.06% | +2,008 | New |
| Verity Asset Management, Inc. | 2,009 | $277.0K | 0.12% | −512−20.3% | Reduced |
| Summitry LLC | 2,009 | $277.0K | 0.01% | +279+16.1% | Added |
| Greykasell Wealth Strategies, Inc. | 2,013 | $277.5K | 0.11% | 00.0% | Unchanged |
| GTS Securities LLC | 2,018 | $278.2K | 0.01% | −10,494−83.9% | Reduced |
| Tower Wealth Partners, Inc. | 2,018 | $278.2K | 0.15% | +146+7.8% | Added |
| Cornerstone Advisory, LLC | 2,025 | $279.2K | 0.03% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 2,036 | $280.7K | 0.05% | +56+2.8% | Added |
| Journey Advisory Group, LLC | 2,037 | $280.8K | 0.02% | +2,037 | New |
| Integrated Advisors Network LLC | 2,038 | $281.0K | 0.01% | −634−23.7% | Reduced |
| Ausdal Financial Partners, Inc. | 2,039 | $281.1K | 0.01% | +48+2.4% | Added |
| Connecticut Wealth Management, LLC | 2,040 | $281.3K | 0.01% | 00.0% | Unchanged |
| Hudson Capital Management LLC | 2,040 | $281.3K | 0.07% | −8−0.4% | Reduced |
| Whalerock Point Partners, LLC | 2,050 | $282.6K | 0.05% | −240−10.5% | Reduced |
| F/M Investments LLC | 2,050 | $282.6K | 0.01% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 2,056 | $283.5K | 0.01% | +132+6.9% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 2,062 | $284.0K | 0.01% | 00.0% | Unchanged |
| Elk River Wealth Management, LLC | 2,060 | $284.0K | 0.05% | 00.0% | Unchanged |
| Livet Wealth, LLC | 2,075 | $286.1K | 0.18% | +2,075 | New |
| BCJ Capital Management, LLC | 2,078 | $286.5K | 0.02% | +2,078 | New |
| Merrion Investment Management Co, LLC | 2,080 | $286.8K | 0.15% | −120−5.5% | Reduced |
| Cauble & Harre Wealth Management, Inc. | 2,085 | $287.5K | 0.24% | +2,085 | New |
| Steigerwald, Gordon & Koch Inc. | 2,091 | $288.3K | 0.03% | −49−2.3% | Reduced |
| Koshinski Asset Management, Inc. | 2,095 | $288.8K | 0.02% | +25+1.2% | Added |
| Claro Advisors LLC | 2,095 | $288.9K | 0.04% | −41−1.9% | Reduced |
| Boston Trust Walden Corp | 2,096 | $289.0K | 0.00% | −44−2.1% | Reduced |
| Wealth Alliance Advisory Group, LLC | 2,100 | $289.5K | 0.05% | −240−10.3% | Reduced |
| Cambiar Investors LLC | 2,114 | $291.5K | 0.01% | 00.0% | Unchanged |
| Armor Investment Advisors, LLC | 2,119 | $292.1K | 0.11% | −200−8.6% | Reduced |
| Capital Asset Advisory Services LLC | 2,055 | $292.3K | 0.01% | +85+4.3% | Added |
| Kovack Advisors, Inc. | 2,121 | $292.4K | 0.01% | +471+28.5% | Added |
| 55 North Private Wealth, LLC | 2,129 | $293.5K | 0.08% | +2,129 | New |
| Prospect Financial Group LLC | 2,134 | $294.2K | 0.27% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 2,137 | $294.7K | 0.09% | −576−21.2% | Reduced |
| Kornitzer Capital Management Inc | 2,140 | $295.0K | 0.01% | +2,140 | New |
| Dakota Community Bank & Trust NA | 2,143 | $295.5K | 1.01% | +63+3.0% | Added |
| RVW Wealth, LLC | 2,148 | $296.1K | 0.02% | 00.0% | Unchanged |
| Norden Group LLC | 2,148 | $296.1K | 0.03% | +103+5.0% | Added |
| Vanguard Capital Wealth Advisors | 2,150 | $296.4K | 0.24% | 00.0% | Unchanged |
| Genus Capital Management Inc. | 2,152 | $296.7K | 0.03% | −1,370−38.9% | Reduced |
| Eagle Harbor Asset Management Inc | 2,157 | $297.4K | 0.25% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 2,157 | $297.4K | 0.03% | −85−3.8% | Reduced |
| MQS Management LLC | 2,171 | $299.3K | 0.18% | +2,171 | New |
| BIP Wealth, LLC | 2,180 | $300.6K | 0.01% | −34−1.5% | Reduced |
| Liberty Wealth Management LLC | 2,182 | $300.8K | 0.04% | +305+16.2% | Added |
| Palladiem, LLC | 2,170 | $301.1K | 0.29% | +2,170 | New |
| Farmers National Bank | 2,186 | $301.4K | 0.07% | +41+1.9% | Added |
| Narus Financial Partners, LLC | 2,189 | $301.8K | 0.08% | 00.0% | Unchanged |
| Equitable Trust Co | 2,191 | $302.1K | 0.01% | +200+10.0% | Added |
| Global Trust Asset Management, LLC | 2,194 | $302.5K | 0.12% | −498−18.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,197 | $302.9K | 0.08% | +271+14.1% | Added |
| Wealth Group, Ltd. | 2,200 | $303.0K | 0.30% | +2,200 | New |
| Cozad Asset Management Inc | 2,198 | $303.0K | 0.02% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 2,202 | $303.6K | 0.06% | −38−1.7% | Reduced |
| Dillon & Associates Inc | 2,202 | $304.0K | 0.04% | −25−1.1% | Reduced |
| Mattern Capital Management, LLC | 2,211 | $304.8K | 0.04% | 00.0% | Unchanged |
| Keystone Financial Group | 2,225 | $306.8K | 0.02% | +2,225 | New |
| Paradigm Asset Management Co LLC | 2,228 | $307.2K | 0.07% | 00.0% | Unchanged |
| Transmarket Holdings LP | 2,228 | $307.2K | 0.22% | +2,228 | New |
| Atlantic Edge Private Wealth Management, LLC | 2,230 | $307.5K | 0.08% | +75+3.5% | Added |
| Dorato Capital Management | 2,104 | $307.5K | 0.23% | +2,104 | New |
| Braun-Bostich & Associates Inc. | 2,233 | $307.9K | 0.19% | +106+5.0% | Added |
| Diversified Enterprises, LLC | 2,238 | $308.6K | 0.02% | +2,238 | New |
| Apella Capital, LLC | 2,240 | $308.8K | 0.01% | −50−2.2% | Reduced |
| Paradigm Capital Management, LLC | 2,242 | $309.0K | 0.29% | −33−1.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 2,245 | $309.6K | 0.03% | −245−9.8% | Reduced |
| Tyche Wealth Partners LLC | 2,250 | $310.2K | 0.05% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 2,250 | $311.0K | 0.10% | +100+4.7% | Added |
| Roehl & Yi Investment Advisors, LLC | 2,257 | $311.2K | 0.12% | −483−17.6% | Reduced |
| Cannon Advisors, Inc. | 2,130 | $311.3K | 0.22% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 2,261 | $311.8K | 0.01% | +305+15.6% | Added |
| RFG Advisory, LLC | 2,263 | $312.0K | 0.01% | +2,263 | New |
| Financial Security Advisor, Inc. | 2,264 | $312.1K | 0.06% | +5+0.2% | Added |
| Outlook Wealth Advisors, LLC | 2,270 | $313.0K | 0.07% | +34+1.5% | Added |
| Inscription Capital, LLC | 2,291 | $315.9K | 0.03% | +19+0.8% | Added |
| Kendall Capital Management | 2,295 | $316.4K | 0.07% | 00.0% | Unchanged |
| National Philanthropic Trust | 2,299 | $317.0K | 0.00% | −50−2.1% | Reduced |
| Schmidt P J Investment Management Inc | 2,300 | $317.1K | 0.05% | 00.0% | Unchanged |