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 |
|---|---|---|---|---|---|
| Viawealth, LLC | 2,301 | $317.2K | 0.18% | −395−14.7% | Reduced |
| Caldwell Trust Co | 2,310 | $318.5K | 0.03% | −618−21.1% | Reduced |
| Empower Advisory Group, LLC | 2,310 | $318.5K | 0.00% | +430+22.9% | Added |
| Enterprise Financial Services Corp | 2,323 | $320.3K | 0.16% | −44−1.9% | Reduced |
| Key Client Fiduciary Advisors, LLC | 2,329 | $321.1K | 0.11% | 00.0% | Unchanged |
| R Squared Ltd | 2,333 | $321.7K | 0.15% | −381−14.0% | Reduced |
| Shoker Investment Counsel, Inc. | 2,335 | $321.9K | 0.09% | 00.0% | Unchanged |
| BBR Partners, LLC | 2,343 | $323.0K | 0.02% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 2,350 | $324.0K | 0.02% | −846−26.5% | Reduced |
| NorthRock Partners, LLC | 2,353 | $324.5K | 0.01% | +440+23.0% | Added |
| Horizon Wealth Management, LLC | 2,354 | $324.5K | 0.05% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 2,550 | $327.0K | 0.05% | −225−8.1% | Reduced |
| Van Strum & Towne Inc. | 2,372 | $327.0K | 0.09% | 00.0% | Unchanged |
| Argyle Capital Management Inc. | 2,375 | $327.4K | 0.11% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 2,384 | $328.7K | 0.08% | +317+15.3% | Added |
| Kingswood Wealth Advisors, LLC | 2,389 | $329.4K | 0.02% | +538+29.1% | Added |
| 44 Wealth Management LLC | 2,401 | $331.0K | 0.11% | +2,401 | New |
| IFG Advisory, LLC | 2,414 | $332.9K | 0.01% | +205+9.3% | Added |
| OneAscent Family Office, LLC | 2,416 | $333.1K | 0.23% | +2,416 | New |
| Hopwood Financial Services, Inc. | 2,425 | $334.3K | 0.24% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 2,430 | $335.0K | 0.03% | +618+34.1% | Added |
| Greenup Street Wealth Management LLC | 2,444 | $337.0K | 0.05% | −28,788−92.2% | Reduced |
| Convergence Financial, LLC | 2,446 | $337.2K | 0.05% | −372−13.2% | Reduced |
| Sheets Smith Wealth Management | 2,450 | $337.8K | 0.04% | 00.0% | Unchanged |
| Essex LLC | 2,450 | $337.8K | 0.06% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 2,455 | $338.5K | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 2,455 | $338.5K | 0.02% | +228+10.2% | Added |
| Flatrock Wealth Partners LLC | 2,461 | $339.4K | 0.16% | +2,461 | New |
| Laraway Financial Inc | 2,467 | $340.1K | 0.22% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 2,481 | $342.1K | 0.07% | +2,481 | New |
| Busey Wealth Management | 2,509 | $345.9K | 0.01% | −271−9.7% | Reduced |
| Norris Perne & French LLP | 2,521 | $347.6K | 0.02% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 2,524 | $348.0K | 0.16% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 2,524 | $348.0K | 0.04% | +2,524 | New |
| Cape Cod Five Cents Savings Bank | 3,039 | $349.5K | 0.03% | 00.0% | Unchanged |
| JM2 Capital Inc. | 2,547 | $351.2K | 0.28% | +2,547 | New |
| Great Diamond Partners, LLC | 2,553 | $352.0K | 0.07% | −79−3.0% | Reduced |
| Compass Ion Advisors, LLC | 2,560 | $352.9K | 0.03% | −164−6.0% | Reduced |
| Quantum Financial Advisors, LLC | 2,564 | $353.4K | 0.04% | +2,564 | New |
| GSB Wealth Management, LLC | 2,573 | $354.7K | 0.08% | 00.0% | Unchanged |
| StoneX Group Inc. | 2,573 | $354.9K | 0.02% | +342+15.3% | Added |
| CNB Bank | 2,575 | $355.0K | 0.15% | −499−16.2% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 2,589 | $356.9K | 0.03% | +2,589 | New |
| Beese Fulmer Investment Management, Inc. | 2,590 | $357.1K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 2,592 | $357.4K | 0.07% | 00.0% | Unchanged |
| Jacobs & Co | 2,600 | $358.0K | 0.03% | 00.0% | Unchanged |
| Viewpoint Investment Partners Corp | 2,600 | $358.5K | 0.17% | +2,600 | New |
| Meridian Wealth Advisors, LLC | 2,601 | $358.6K | 0.05% | 00.0% | Unchanged |
| Eagle Strategies LLC | 2,603 | $358.9K | 0.05% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 2,606 | $359.3K | 0.05% | +480+22.6% | Added |
| MONECO Advisors, LLC | 2,614 | $360.4K | 0.03% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 2,617 | $360.8K | 0.03% | −76−2.8% | Reduced |
| a16z Perennial Management, L.P. | 2,618 | $360.9K | 0.03% | 00.0% | Unchanged |
| Aspiriant, LLC | 2,631 | $362.7K | 0.01% | +728+38.3% | Added |
| Peddock Capital Advisors, LLC | 2,632 | $362.9K | 0.08% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 2,635 | $363.2K | 0.21% | +2,635 | New |
| Walter & Keenan Financial Consulting Co | 2,647 | $364.9K | 0.10% | +52+2.0% | Added |
| Stegent Equity Advisors, Inc. | 2,656 | $366.2K | 0.29% | +2,656 | New |
| Watershed Private Wealth LLC | 2,665 | $367.4K | 0.11% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 2,668 | $367.9K | 0.02% | −181−6.4% | Reduced |
| Berkshire Bank | 2,674 | $368.7K | 0.07% | 00.0% | Unchanged |
| Summit Global Investments | 2,683 | $370.0K | 0.02% | +2,683 | New |
| Kapstone Financial Advisors LLC | 2,695 | $371.6K | 0.18% | 00.0% | Unchanged |
| Philadelphia Trust Co | 2,700 | $372.0K | 0.03% | 00.0% | Unchanged |
| Ewa, LLC | 2,706 | $373.1K | 0.09% | +152+6.0% | Added |
| Roundview Capital LLC | 2,711 | $373.8K | 0.02% | +66+2.5% | Added |
| Rossby Financial, LCC | 2,720 | $375.0K | 0.12% | −3−0.1% | Reduced |
| Northstar Group, Inc. | 2,729 | $376.2K | 0.05% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 2,733 | $376.8K | 0.02% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 2,740 | $377.8K | 0.02% | +112+4.3% | Added |
| Evergreen Wealth Solutions, LLC | 2,751 | $379.3K | 0.05% | +223+8.8% | Added |
| Gotham Asset Management, LLC | 2,755 | $379.8K | 0.00% | +799+40.8% | Added |
| Clear Creek Financial Management, LLC | 2,767 | $381.4K | 0.03% | +206+8.0% | Added |
| Quad-Cities Investment Group, LLC | 2,773 | $382.3K | 0.16% | −36−1.3% | Reduced |
| Essex Investment Management Co LLC | 2,775 | $382.6K | 0.06% | 00.0% | Unchanged |
| LRI Investments, LLC | 2,778 | $383.0K | 0.03% | −116−4.0% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 2,781 | $383.0K | 0.01% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 2,779 | $383.1K | 0.09% | 00.0% | Unchanged |
| Thomasville National Bank | 2,780 | $383.3K | 0.02% | −34−1.2% | Reduced |
| Flywheel Private Wealth LLC | 2,796 | $385.5K | 0.24% | −10.0% | Reduced |
| Bowen Hanes & Co Inc | 2,800 | $386.0K | 0.01% | +2,800 | New |
| XY Capital Ltd | 2,800 | $386.0K | 0.39% | +2,800 | New |
| Elyxium Wealth, LLC | 2,802 | $386.3K | 0.11% | +240+9.4% | Added |
| Magnus Financial Group LLC | 2,817 | $388.4K | 0.03% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 2,828 | $389.9K | 0.03% | −296−9.5% | Reduced |
| SmartHarvest Portfolios, LLC | 2,842 | $391.8K | 0.14% | +2,842 | New |
| Community Bank & Trust, Waco, Texas | 2,851 | $393.0K | 0.08% | 00.0% | Unchanged |
| one8zero8, LLC | 2,852 | $393.2K | 0.09% | 00.0% | Unchanged |
| Wulff, Hansen & Co. | 2,865 | $395.0K | 0.33% | −60−2.1% | Reduced |
| Western Wealth Management, LLC | 2,884 | $397.6K | 0.02% | +867+43.0% | Added |
| Carter Financial Group, INC. | 2,886 | $397.9K | 0.24% | +2,886 | New |
| Canal Capital Management, LLC | 2,906 | $400.6K | 0.06% | 00.0% | Unchanged |
| Charter Trust Co | 2,913 | $401.6K | 0.02% | −150−4.9% | Reduced |
| Almanack Investment Partners, LLC. | 2,919 | $402.4K | 0.07% | −33−1.1% | Reduced |
| Carr Financial Group Corp | 2,923 | $403.0K | 0.11% | 00.0% | Unchanged |
| Vicus Capital | 2,936 | $404.8K | 0.03% | 00.0% | Unchanged |
| Maia Wealth LLC | 2,517 | $405.6K | 0.07% | −116−4.4% | Reduced |
| Focus Financial Network, Inc. | 2,960 | $408.1K | 0.01% | −216−6.8% | Reduced |
| Intrua Financial, LLC | 2,966 | $408.9K | 0.04% | +505+20.5% | Added |
| IFP Advisors, Inc | 2,971 | $409.6K | 0.01% | +600+25.3% | Added |