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 |
|---|---|---|---|---|---|
| BXM Wealth LLC | 42,817 | $676.3K | 0.52% | +37,639+726.9% | Added |
| Burns J W & Co Inc | 4,918 | $678.1K | 0.08% | −300−5.7% | Reduced |
| JFS Wealth Advisors, LLC | 4,922 | $678.6K | 0.04% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 4,936 | $680.5K | 0.01% | +46+0.9% | Added |
| Beddow Capital Management Inc | 4,940 | $681.0K | 0.26% | +490+11.0% | Added |
| HBK Sorce Advisory LLC | 4,362 | $682.3K | 0.02% | +924+26.9% | Added |
| Beacon Investment Advisory Services, Inc. | 4,950 | $682.5K | 0.03% | −85−1.7% | Reduced |
| Drucker Wealth 3.0, LLC | 4,977 | $686.1K | 0.12% | −29−0.6% | Reduced |
| Cary Street Partners Financial LLC | 4,982 | $686.9K | 0.02% | −1,176−19.1% | Reduced |
| Rexford Capital Inc | 4,994 | $688.5K | 0.52% | 00.0% | Unchanged |
| Payne Capital LLC | 5,000 | $689.4K | 0.70% | 00.0% | Unchanged |
| Net Worth Advisory Group | 5,039 | $694.8K | 0.14% | −1,570−23.8% | Reduced |
| Regal Investment Advisors LLC | 5,050 | $696.2K | 0.04% | +5,050 | New |
| Capital Analysts, LLC | 5,063 | $698.0K | 0.02% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 5,071 | $699.1K | 0.06% | +107+2.2% | Added |
| SPWM Advisors LLC | 5,075 | $699.7K | 0.67% | +5,075 | New |
| O'Brien Greene & Co. Inc | 5,081 | $700.5K | 0.21% | 00.0% | Unchanged |
| Sigma Planning Corp | 5,097 | $702.7K | 0.02% | −6,071−54.4% | Reduced |
| Freestone Capital Holdings, LLC | 5,097 | $702.7K | 0.02% | +1,834+56.2% | Added |
| Spears Abacus Advisors LLC | 5,108 | $704.2K | 0.01% | +1,500+41.6% | Added |
| Wedbush Securities Inc | 5,134 | $708.0K | 0.02% | +260+5.3% | Added |
| Simplicity Wealth,LLC | 5,137 | $708.2K | 0.04% | +145+2.9% | Added |
| Chilton Investment Co LLC | 5,147 | $709.6K | 0.01% | 00.0% | Unchanged |
| Heritage Family Offices, LLP | 5,152 | $710.3K | 0.32% | −617−10.7% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 5,173 | $713.2K | 0.13% | +407+8.5% | Added |
| Allianz Asset Management GmbH | 5,200 | $716.9K | 0.00% | +900+20.9% | Added |
| Insigneo Advisory Services, LLC | 5,233 | $721.5K | 0.05% | +163+3.2% | Added |
| Alhambra Investment Partners LLC | 5,258 | $724.9K | 0.34% | +6+0.1% | Added |
| Cordatus Wealth Management LLC | 5,274 | $727.1K | 0.17% | −216−3.9% | Reduced |
| Forza Wealth Management, LLC | 5,274 | $727.1K | 0.26% | −75−1.4% | Reduced |
| E&G Advisors, LP | 5,281 | $728.1K | 0.16% | −100−1.9% | Reduced |
| Kennebec Savings Bank | 5,316 | $732.9K | 0.63% | +218+4.3% | Added |
| Circle Wealth Management, LLC | 5,330 | $734.8K | 0.01% | −90−1.7% | Reduced |
| Salem Investment Counselors Inc | 5,337 | $735.8K | 0.02% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 5,366 | $739.8K | 0.02% | +2,228+71.0% | Added |
| Parkside Financial Bank & Trust | 5,383 | $742.1K | 0.06% | +796+17.4% | Added |
| Mondrian Investment Partners LTD | 5,390 | $743.1K | 0.01% | −334−5.8% | Reduced |
| Modera Wealth Management, LLC | 5,398 | $744.2K | 0.01% | +141+2.7% | Added |
| Balyasny Asset Management LLC | 5,404 | $745.0K | 0.00% | −858,229−99.4% | Reduced |
| MB, Levis & Associates, LLC | 5,410 | $745.9K | 0.31% | 00.0% | Unchanged |
| Diesslin Group, Inc. | 5,434 | $749.2K | 0.30% | +5,434 | New |
| XML Financial, LLC | 5,486 | $756.4K | 0.06% | −725−11.7% | Reduced |
| Trust Point Inc. | 5,496 | $757.7K | 0.06% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 5,498 | $758.0K | 0.30% | +474+9.4% | Added |
| Mark Sheptoff Financial Planning, LLC | 5,516 | $760.5K | 0.36% | +600+12.2% | Added |
| CVA Family Office, LLC | 5,542 | $764.1K | 0.09% | 00.0% | Unchanged |
| Penbrook Management LLC | 5,610 | $773.5K | 0.53% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 5,610 | $773.5K | 0.01% | +847+17.8% | Added |
| New Republic Capital, LLC | 5,629 | $776.1K | 0.21% | +3,289+140.6% | Added |
| Diversified Trust Co | 5,655 | $779.7K | 0.01% | −28−0.5% | Reduced |
| Banco de Sabadell, S.A | 5,670 | $781.0K | 0.51% | −50−0.9% | Reduced |
| Larry Mathis Financial Planning, LLC | 5,707 | $786.8K | 0.69% | +5,707 | New |
| CFO4Life Group, LLC | 5,709 | $787.2K | 0.11% | +12+0.2% | Added |
| Arvest Bank Trust Division | 5,722 | $788.9K | 0.04% | −235−3.9% | Reduced |
| Radnor Capital Management, LLC | 5,725 | $789.3K | 0.12% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 5,727 | $789.6K | 0.13% | −593−9.4% | Reduced |
| Steadtrust LLC | 5,742 | $791.6K | 0.49% | 00.0% | Unchanged |
| NTV Asset Management LLC | 5,784 | $797.4K | 0.08% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 5,784 | $797.5K | 0.04% | +167+3.0% | Added |
| Gateway Investment Advisers LLC | 5,821 | $802.5K | 0.01% | +53+0.9% | Added |
| Price T Rowe Associates Inc | 5,815 | $803.0K | 0.00% | −425−6.8% | Reduced |
| Bradyco, Inc. | 5,841 | $805.3K | 1.00% | 00.0% | Unchanged |
| Brucke Financial, Inc. | 5,871 | $809.4K | 0.44% | +819+16.2% | Added |
| Monticello Wealth Management, LLC | 5,906 | $814.3K | 0.05% | +13+0.2% | Added |
| Cypress Capital Group | 5,966 | $822.5K | 0.09% | +210+3.6% | Added |
| Seeds Investor LLC | 5,970 | $823.1K | 0.16% | +423+7.6% | Added |
| Kennedy Investment Group | 5,978 | $824.2K | 0.31% | 00.0% | Unchanged |
| Peoples Bank | 6,030 | $831.4K | 0.84% | −230−3.7% | Reduced |
| Jeppson Wealth Management, LLC | 6,038 | $832.5K | 0.26% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 6,045 | $833.5K | 0.23% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 6,050 | $834.1K | 0.35% | −7−0.1% | Reduced |
| Investment Research Partners LLC | 6,195 | $854.1K | 0.37% | +76+1.2% | Added |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 6,200 | $854.8K | 0.13% | +6,200 | New |
| Ariadne Wealth Management, LP | 5,319 | $857.3K | 0.35% | −371−6.5% | Reduced |
| Motco | 6,219 | $857.4K | 0.08% | −169−2.6% | Reduced |
| North Star Asset Management Inc | 6,221 | $857.7K | 0.03% | +169+2.8% | Added |
| Wealthspire Advisors, LLC | 6,256 | $862.5K | 0.01% | +2,721+77.0% | Added |
| Private Trust Co NA | 6,286 | $866.7K | 0.08% | +206+3.4% | Added |
| Mraz, Amerine & Associates, Inc. | 6,298 | $868.3K | 0.13% | 00.0% | Unchanged |
| JMN Financial LLC | 6,323 | $871.8K | 0.87% | +6,323 | New |
| Centaurus Financial, Inc. | 6,321 | $872.0K | 0.04% | −901−12.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,370 | $878.2K | 0.03% | +8+0.1% | Added |
| Gallacher Capital Management LLC | 6,377 | $879.2K | 0.34% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 6,361 | $881.3K | 0.21% | +325+5.4% | Added |
| St Germain D J Co Inc | 6,392 | $881.3K | 0.03% | +200+3.2% | Added |
| Sykon Capital LLC | 6,403 | $882.8K | 0.28% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 6,410 | $884.0K | 0.06% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 6,415 | $884.5K | 0.01% | −479−6.9% | Reduced |
| Joel Isaacson & Co., LLC | 6,442 | $888.2K | 0.03% | +785+13.9% | Added |
| Stephens Inc | 6,452 | $889.5K | 0.01% | +395+6.5% | Added |
| JNBA Financial Advisors | 6,474 | $892.5K | 0.08% | −183−2.7% | Reduced |
| Southeast Asset Advisors Inc. | 6,491 | $894.9K | 0.08% | 00.0% | Unchanged |
| Marotta Asset Management | 6,494 | $895.3K | 0.17% | −78−1.2% | Reduced |
| Lantz Financial LLC | 6,542 | $901.9K | 0.19% | −219−3.2% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 5,794 | $906.3K | 0.13% | 00.0% | Unchanged |
| Texas Bank & Trust Co | 6,583 | $907.6K | 0.33% | −20−0.3% | Reduced |
| Means Investment Co., Inc. | 6,587 | $908.2K | 0.08% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 6,599 | $909.8K | 0.03% | +1,213+22.5% | Added |
| Financial & Tax Architects, LLC | 6,602 | $910.2K | 0.20% | −353−5.1% | Reduced |
| Harrell Investment Partners, LLC | 6,640 | $915.4K | 0.22% | +57+0.9% | Added |