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 |
|---|---|---|---|---|---|
| Altfest L J & Co Inc | 3,758 | $518.1K | 0.06% | 00.0% | Unchanged |
| Veracity Capital LLC | 3,766 | $519.2K | 0.15% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 3,771 | $519.9K | 0.26% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 3,602 | $520.0K | 0.02% | −1,590−30.6% | Reduced |
| Verity & Verity, LLC | 3,778 | $520.9K | 0.04% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 3,785 | $521.9K | 0.01% | +1,002+36.0% | Added |
| Hollow Brook Wealth Management LLC | 3,788 | $522.3K | 0.14% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 3,790 | $523.0K | 0.16% | +3,790 | New |
| RiverFront Investment Group, LLC | 3,816 | $526.1K | 0.01% | +18+0.5% | Added |
| EverSource Wealth Advisors, LLC | 3,823 | $527.0K | 0.02% | +622+19.4% | Added |
| Optas, LLC | 3,839 | $529.3K | 0.08% | −3−0.1% | Reduced |
| Intellectus Partners, LLC | 3,859 | $532.0K | 0.10% | −679−15.0% | Reduced |
| Independent Financial Group, LLC | 3,862 | $532.5K | 0.01% | +707+22.4% | Added |
| University of Texas/Texas Am Investment Managment Co | 3,871 | $533.7K | 0.08% | −2,295−37.2% | Reduced |
| YHB Investment Advisors, Inc. | 3,883 | $535.3K | 0.04% | −60−1.5% | Reduced |
| Summit Trail Advisors, LLC | 3,888 | $536.0K | 0.01% | −3,169−44.9% | Reduced |
| Twin Lakes Capital Management, LLC | 3,905 | $538.4K | 0.24% | 00.0% | Unchanged |
| Hemenway Trust Co LLC | 3,930 | $541.8K | 0.04% | −180−4.4% | Reduced |
| Strategic Investment Advisors | 3,940 | $543.2K | 0.05% | −81−2.0% | Reduced |
| Helen Stephens Group, LLC | 3,941 | $543.3K | 0.11% | −1,034−20.8% | Reduced |
| Burke & Herbert Bank & Trust Co | 3,944 | $543.8K | 0.15% | +290+7.9% | Added |
| Interchange Capital Partners, LLC | 3,950 | $544.6K | 0.10% | −104−2.6% | Reduced |
| Seven Mile Advisory | 3,962 | $546.2K | 0.09% | −741−15.8% | Reduced |
| Invested Advisors | 3,974 | $547.9K | 0.57% | +128+3.3% | Added |
| Crestwood Advisors Group LLC | 3,979 | $548.6K | 0.01% | +1,040+35.4% | Added |
| Patton Albertson Miller Group, LLC | 4,023 | $554.7K | 0.07% | −236−5.5% | Reduced |
| S.A. Mason LLC | 4,040 | $557.0K | 0.22% | 00.0% | Unchanged |
| Argyle Capital Partners, LLC | 4,061 | $559.9K | 0.41% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 4,081 | $562.6K | 0.14% | −38−0.9% | Reduced |
| Texas Yale Capital Corp. | 4,092 | $564.2K | 0.02% | +580+16.5% | Added |
| Opal Wealth Advisors, LLC | 4,112 | $566.9K | 0.15% | +381+10.2% | Added |
| Cromwell Holdings LLC | 4,117 | $567.6K | 0.31% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 4,127 | $569.0K | 0.06% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 4,128 | $569.1K | 0.07% | +150+3.8% | Added |
| Mutual Advisors, LLC | 4,136 | $570.2K | 0.01% | +168+4.2% | Added |
| Klingman & Associates, LLC | 4,139 | $570.6K | 0.03% | +149+3.7% | Added |
| Tred Avon Family Wealth, LLC | 4,188 | $577.4K | 0.19% | +680+19.4% | Added |
| PFG Investments, LLC | 4,199 | $578.9K | 0.03% | +1,131+36.9% | Added |
| Foundations Investment Advisors, LLC | 4,229 | $583.1K | 0.01% | −1,205−22.2% | Reduced |
| Tranquilli Financial Advisor LLC | 4,231 | $583.3K | 0.34% | −70−1.6% | Reduced |
| Cambient Family Office, LLC | 4,264 | $587.9K | 0.08% | +4,264 | New |
| GF Fund Management Co. Ltd. | 4,272 | $589.0K | 0.01% | +1,730+68.1% | Added |
| Pinnacle West Asset Management, Inc. | 4,270 | $589.0K | 0.38% | −100−2.3% | Reduced |
| Greenspring Advisors, LLC | 4,296 | $592.3K | 0.04% | +4,296 | New |
| Pinnacle Wealth Planning Services, Inc. | 4,296 | $592.3K | 0.06% | −54−1.2% | Reduced |
| Aureus Asset Management, LLC | 4,312 | $594.5K | 0.04% | +499+13.1% | Added |
| First City Capital Management, Inc. | 4,320 | $595.6K | 0.31% | −100−2.3% | Reduced |
| Knightsbridge Asset Management, LLC | 4,324 | $596.2K | 0.10% | +219+5.3% | Added |
| Regatta Capital Group, LLC | 4,326 | $596.5K | 0.09% | −59−1.3% | Reduced |
| Curbstone Financial Management Corp | 4,344 | $598.9K | 0.11% | 00.0% | Unchanged |
| Violich Capital Management, Inc. | 4,347 | $599.3K | 0.07% | 00.0% | Unchanged |
| NBC Securities, Inc. | 4,359 | $601.0K | 0.05% | +252+6.1% | Added |
| AlTi Global, Inc. | 4,381 | $604.0K | 0.01% | +20.0% | Added |
| Marino, Stram & Associates LLC | 4,383 | $604.3K | 0.11% | −18−0.4% | Reduced |
| Monument Capital Management | 4,386 | $604.7K | 0.15% | +608+16.1% | Added |
| Sage Mountain Advisors LLC | 4,386 | $604.7K | 0.03% | +8+0.2% | Added |
| Mill Capital Management, LLC | 4,388 | $605.0K | 0.04% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 4,428 | $610.5K | 0.04% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 4,430 | $610.8K | 0.08% | −349−7.3% | Reduced |
| Liberty One Investment Management, LLC | 4,491 | $619.1K | 0.08% | −2,331−34.2% | Reduced |
| Cyndeo Wealth Partners, LLC | 4,491 | $619.1K | 0.03% | +10+0.2% | Added |
| Stablepoint Partners, LLC | 4,491 | $619.2K | 0.10% | −81−1.8% | Reduced |
| Summit Financial, LLC | 4,507 | $621.4K | 0.01% | −27−0.6% | Reduced |
| Atlas Capital Advisors LLC | 4,532 | $624.8K | 0.07% | +4,532 | New |
| Washington Trust Co | 4,543 | $626.3K | 0.02% | −38−0.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,555 | $628.0K | 0.00% | −1,549−25.4% | Reduced |
| South Shore Capital Advisors | 4,565 | $629.3K | 0.46% | +4,565 | New |
| Allen Wealth Management, LLC | 4,570 | $630.1K | 0.38% | +400+9.6% | Added |
| EFG International AG | 4,573 | $630.5K | 0.01% | +4,573 | New |
| Revisor Wealth Management LLC | 4,457 | $631.1K | 0.17% | +2,118+90.6% | Added |
| RNC Capital Management LLC | 4,598 | $633.9K | 0.03% | +162+3.7% | Added |
| Jefferies Financial Group Inc. | 4,606 | $635.0K | 0.01% | +4,606 | New |
| Mesirow Financial Investment Management, Inc. | 4,619 | $636.9K | 0.01% | −11−0.2% | Reduced |
| Syon Capital LLC | 4,631 | $638.5K | 0.03% | +285+6.6% | Added |
| Grimes & Company, Inc. | 4,638 | $639.5K | 0.02% | +287+6.6% | Added |
| Resonant Capital Advisors, LLC | 4,640 | $639.7K | 0.04% | +54+1.2% | Added |
| TCG Advisory Services, LLC | 4,641 | $639.9K | 0.02% | +875+23.2% | Added |
| Calamos Wealth Management LLC | 4,646 | $640.6K | 0.02% | +24+0.5% | Added |
| Icon Wealth Advisors, LLC | 4,668 | $643.7K | 0.04% | +222+5.0% | Added |
| Visionary Horizons, LLC | 4,670 | $643.9K | 0.33% | −160−3.3% | Reduced |
| Dakota Wealth Management | 4,690 | $646.6K | 0.01% | +214+4.8% | Added |
| Bedel Financial Consulting, Inc. | 4,695 | $647.3K | 0.07% | 00.0% | Unchanged |
| Cullinan Associates Inc | 4,700 | $648.0K | 0.04% | 00.0% | Unchanged |
| Natural Investments, LLC | 4,702 | $648.0K | 0.16% | +692+17.3% | Added |
| Rossmore Private Capital | 4,727 | $651.7K | 0.06% | +100+2.2% | Added |
| IHT Wealth Management, LLC | 4,737 | $653.1K | 0.02% | +245+5.5% | Added |
| BancorpSouth Bank | 4,749 | $654.7K | 0.04% | −362−7.1% | Reduced |
| Valley Brook Capital Group | 4,767 | $657.2K | 0.43% | −192−3.9% | Reduced |
| Principle Wealth Partners LLC | 4,800 | $661.8K | 0.04% | −22−0.5% | Reduced |
| Stokes Family Office, LLC | 4,805 | $662.5K | 0.06% | +4,805 | New |
| Frec Markets, Inc. | 4,807 | $662.9K | 0.19% | +4,807 | New |
| CX Institutional | 4,812 | $663.0K | 0.02% | −5,484−53.3% | Reduced |
| Essex Savings Bank | 4,812 | $663.4K | 0.14% | +201+4.4% | Added |
| Cascade Financial Partners, LLC | 4,833 | $666.3K | 0.07% | −100−2.0% | Reduced |
| First American Trust, FSB | 4,858 | $669.7K | 0.05% | +20.0% | Added |
| Henshaw Capital LLC | 4,865 | $670.7K | 0.02% | +4,865 | New |
| Argonautica Private Wealth Management, Inc | 4,871 | $671.6K | 0.20% | +776+18.9% | Added |
| Ameritas Advisory Services, LLC | 4,875 | $672.1K | 0.03% | +1,604+49.0% | Added |
| Thornburg Investment Management Inc | 4,889 | $674.0K | 0.01% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 4,896 | $675.0K | 0.08% | +4+0.1% | Added |