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 |
|---|---|---|---|---|---|
| Platform Technology Partners | 2,984 | $411.4K | 0.09% | +111+3.9% | Added |
| Sym Financial Corp | 2,990 | $412.2K | 0.04% | +149+5.2% | Added |
| Occidental Asset Management, LLC | 2,992 | $412.5K | 0.05% | +229+8.3% | Added |
| Beacon Investment Advisors LLC | 3,000 | $413.6K | 0.17% | 00.0% | Unchanged |
| Abner Herrman & Brock LLC | 3,000 | $414.0K | 0.04% | 00.0% | Unchanged |
| Sentry LLC | 3,010 | $415.0K | 0.11% | 00.0% | Unchanged |
| J Hagan Capital, Inc. | 3,010 | $415.0K | 0.23% | 00.0% | Unchanged |
| Blake Schutter Theil Wealth Advisors, LLC | 3,011 | $415.1K | 0.34% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 3,028 | $417.5K | 0.17% | −56−1.8% | Reduced |
| Corient IA LLC | 3,030 | $417.7K | 0.39% | −1,970−39.4% | Reduced |
| Klingenstein Fields & Co LP | 3,047 | $420.1K | 0.02% | 00.0% | Unchanged |
| TigerOak Management, L.L.C. | 3,050 | $420.5K | 0.13% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 3,058 | $421.6K | 0.12% | 00.0% | Unchanged |
| FLC Capital Advisors | 3,066 | $422.7K | 0.08% | −220−6.7% | Reduced |
| BCS Wealth Management | 3,066 | $422.7K | 0.04% | +3,066 | New |
| Central Pacific Bank - Trust Division | 3,075 | $423.9K | 0.05% | −100−3.1% | Reduced |
| Thoroughbred Financial Services, LLC | 3,080 | $424.0K | 0.03% | +61+2.0% | Added |
| Woodstock Corp | 3,077 | $424.2K | 0.04% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 2,900 | $426.7K | 0.01% | +246+9.3% | Added |
| Lantern Wealth Advisors, LLC | 3,100 | $427.4K | 0.23% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 3,102 | $427.7K | 0.25% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 3,111 | $428.9K | 0.07% | +551+21.5% | Added |
| SCS Capital Management LLC | 3,114 | $429.3K | 0.00% | +88+2.9% | Added |
| Summit Financial Wealth Advisors, LLC | 3,121 | $430.3K | 0.06% | 00.0% | Unchanged |
| Broderick Brian C | 3,121 | $430.3K | 0.08% | 00.0% | Unchanged |
| Grove Bank & Trust | 3,124 | $430.7K | 0.05% | +2,372+315.4% | Added |
| Pointe Capital Management LLC | 3,138 | $432.6K | 0.21% | −484−13.4% | Reduced |
| BSW Wealth Partners | 3,143 | $433.3K | 0.05% | +135+4.5% | Added |
| Addison Advisors LLC | 3,153 | $434.7K | 0.10% | +125+4.1% | Added |
| McDaniel Terry & Co | 3,169 | $436.9K | 0.04% | −8−0.3% | Reduced |
| Bank of Nova Scotia | 3,195 | $440.5K | 0.00% | +3,195 | New |
| Capital Investment Advisors, LLC | 3,199 | $441.0K | 0.01% | −340−9.6% | Reduced |
| King Wealth | 3,200 | $441.0K | 0.05% | −58−1.8% | Reduced |
| Angeles Wealth Management, LLC | 3,200 | $441.3K | 0.02% | +545+20.5% | Added |
| LCM Capital Management Inc | 3,215 | $443.2K | 0.21% | −12−0.4% | Reduced |
| Perennial Investment Advisors, LLC | 3,224 | $444.4K | 0.04% | +172+5.6% | Added |
| Capital Investment Advisory Services, LLC | 3,226 | $444.7K | 0.03% | −36−1.1% | Reduced |
| Wealthcare Advisory Partners LLC | 3,244 | $447.2K | 0.01% | +569+21.3% | Added |
| Chapman Financial Group, LLC | 3,249 | $447.9K | 0.31% | −23−0.7% | Reduced |
| Traveka Wealth, LLC | 3,268 | $450.6K | 0.18% | −22−0.7% | Reduced |
| Ritter Daniher Financial Advisory LLC | 3,272 | $451.1K | 0.08% | 00.0% | Unchanged |
| Gibbs Wealth Management | 3,191 | $451.7K | 0.11% | +10+0.3% | Added |
| Pinnacle Bancorp, Inc. | 3,293 | $454.0K | 0.13% | −85−2.5% | Reduced |
| Kanawha Capital Management LLC | 3,294 | $454.1K | 0.03% | −80−2.4% | Reduced |
| Foster Group, Inc. | 3,296 | $454.4K | 0.01% | −19−0.6% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,306 | $455.8K | 0.03% | −238−6.7% | Reduced |
| Range Financial Group LLC | 3,313 | $456.8K | 0.16% | +191+6.1% | Added |
| Certior Financial Group, LLC | 3,321 | $457.9K | 0.31% | +232+7.5% | Added |
| DF Dent & Co Inc | 3,331 | $459.2K | 0.01% | −2,334−41.2% | Reduced |
| Hendershot Investments Inc. | 3,331 | $459.2K | 0.06% | 00.0% | Unchanged |
| LaFleur & Godfrey LLC | 3,337 | $460.1K | 0.06% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 3,340 | $460.5K | 0.15% | 00.0% | Unchanged |
| Michels Family Financial, LLC | 3,342 | $460.8K | 0.34% | −36−1.1% | Reduced |
| Pure Financial Advisors, Inc. | 3,343 | $460.9K | 0.01% | +698+26.4% | Added |
| Alliance Wealth Advisors, LLC | 3,344 | $461.0K | 0.10% | −987−22.8% | Reduced |
| Wesbanco Bank Inc | 3,350 | $461.9K | 0.01% | −174−4.9% | Reduced |
| Cornerstone Wealth Management, LLC | 3,350 | $461.9K | 0.02% | −121−3.5% | Reduced |
| Icapital Wealth LLC | 3,352 | $462.0K | 0.22% | 00.0% | Unchanged |
| Sachetta, LLC | 3,355 | $462.5K | 0.25% | −18−0.5% | Reduced |
| Riversedge Advisors, LLC | 3,371 | $464.8K | 0.08% | +201+6.3% | Added |
| Anchyra Partners LLC | 3,378 | $465.7K | 0.14% | +3,378 | New |
| Smith, Salley & Associates | 3,392 | $467.7K | 0.02% | 00.0% | Unchanged |
| Round Hill Asset Management | 3,392 | $467.7K | 0.29% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 3,393 | $467.8K | 0.21% | +50+1.5% | Added |
| Three Seasons Wealth, LLC | 3,400 | $468.8K | 0.04% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 3,410 | $470.1K | 0.03% | −100−2.8% | Reduced |
| Nwam LLC | 3,225 | $470.8K | 0.03% | −177−5.2% | Reduced |
| Virtu Financial LLC | 3,424 | $472.0K | 0.02% | +3,424 | New |
| Heck Capital Advisors, LLC | 3,436 | $473.7K | 0.04% | +30+0.9% | Added |
| Southland Equity Partners LLC | 3,436 | $473.7K | 0.09% | +20+0.6% | Added |
| Severin Investments, LLC | 3,450 | $475.6K | 0.42% | +721+26.4% | Added |
| CoreFirst Bank & Trust | 3,450 | $475.7K | 0.26% | −10−0.3% | Reduced |
| Cetera Trust Company, N.A | 3,452 | $475.9K | 0.25% | −100−2.8% | Reduced |
| Arvest Investments, Inc. | 3,462 | $477.3K | 0.07% | −289−7.7% | Reduced |
| Journey Strategic Wealth LLC | 3,466 | $477.8K | 0.01% | +86+2.5% | Added |
| Jackson Square Capital, LLC | 3,469 | $478.3K | 0.09% | −3,255−48.4% | Reduced |
| Intergy Private Wealth, LLC | 3,476 | $479.2K | 0.14% | +135+4.0% | Added |
| Canopy Partners, LLC | 3,479 | $479.6K | 0.16% | +126+3.8% | Added |
| Legacy Capital Group California, Inc. | 3,488 | $480.9K | 0.12% | +299+9.4% | Added |
| Sovran Advisors, LLC | 3,362 | $481.3K | 0.04% | −70−2.0% | Reduced |
| Latitude Advisors, LLC | 3,498 | $482.2K | 0.21% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 3,499 | $482.4K | 0.10% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 3,499 | $482.4K | 0.30% | 00.0% | Unchanged |
| Cherokee Insurance Co | 3,500 | $482.5K | 0.20% | 00.0% | Unchanged |
| Change Path, LLC | 3,500 | $482.6K | 0.01% | +955+37.5% | Added |
| Equitable Holdings, Inc. | 3,503 | $483.0K | 0.00% | −326−8.5% | Reduced |
| Community Financial Services Group, LLC | 3,525 | $486.0K | 0.09% | −371−9.5% | Reduced |
| Xponance, Inc. | 3,546 | $488.9K | 0.00% | +367+11.5% | Added |
| Haven Private, LLC | 3,549 | $489.3K | 0.21% | +150+4.4% | Added |
| Wealth Alliance | 3,562 | $491.1K | 0.05% | −61−1.7% | Reduced |
| Moneta Group Investment Advisors LLC | 3,589 | $494.8K | 0.00% | −116−3.1% | Reduced |
| Institute for Wealth Management, LLC. | 3,631 | $500.6K | 0.05% | −67−1.8% | Reduced |
| Miracle Mile Advisors, LLC | 3,651 | $503.4K | 0.01% | +32+0.9% | Added |
| Cohen Investment Advisors LLC | 3,654 | $503.8K | 0.23% | −58−1.6% | Reduced |
| Fiduciary Financial Group, LLC | 3,677 | $506.9K | 0.07% | −172−4.5% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 3,712 | $511.8K | 0.04% | −100−2.6% | Reduced |
| Catalytic Wealth RIA, LLC | 3,715 | $512.2K | 0.02% | −1,240−25.0% | Reduced |
| Roxbury Financial LLC | 3,717 | $512.5K | 0.46% | 00.0% | Unchanged |
| Acorn Creek Capital LLC | 3,727 | $513.8K | 0.18% | +45+1.2% | Added |
| Davidson Trust Co | 3,737 | $515.2K | 0.21% | −673−15.3% | Reduced |