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 |
|---|---|---|---|---|---|
| Grandfield & Dodd, LLC | 155,348 | $21.4M | 1.21% | −7,470−4.6% | Reduced |
| M&T Bank Corp | 153,584 | $21.2M | 0.07% | +1,122+0.7% | Added |
| Optiver Holding B.V. | 151,590 | $20.9M | 0.38% | −8,498−5.3% | Reduced |
| Douglas Lane & Associates, LLC | 151,029 | $20.8M | 0.29% | −5,419−3.5% | Reduced |
| Parkwood LLC | 147,260 | $20.3M | 1.73% | +14,294+10.8% | Added |
| ProVise Management Group, LLC | 144,479 | $19.9M | 1.42% | +4,105+2.9% | Added |
| First Fiduciary Investment Counsel, Inc. | 135,448 | $18.7M | 3.62% | −1,022−0.7% | Reduced |
| Coleford Investment Management Ltd. | 133,675 | $18.4M | 4.48% | −2,375−1.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 133,267 | $18.4M | 0.10% | +16,550+14.2% | Added |
| QRG Capital Management, Inc. | 133,113 | $18.4M | 0.20% | +7,579+6.0% | Added |
| Ingalls & Snyder LLC | 132,826 | $18.3M | 0.67% | +969+0.7% | Added |
| JustInvest LLC | 130,399 | $18.0M | 0.18% | −2,137−1.6% | Reduced |
| GW Henssler & Associates Ltd | 129,063 | $17.8M | 0.86% | −4,405−3.3% | Reduced |
| Fiera Capital Corp | 124,367 | $17.1M | 0.05% | +30,433+32.4% | Added |
| Neuberger Berman Group LLC | 120,026 | $16.5M | 0.01% | −1,713−1.4% | Reduced |
| Pathstone Holdings, LLC | 118,791 | $16.4M | 0.06% | +11,707+10.9% | Added |
| Qube Research & Technologies Ltd | 118,627 | $16.4M | 0.02% | −70,840−37.4% | Reduced |
| Wilkins Investment Counsel Inc | 116,412 | $16.0M | 2.34% | −17,565−13.1% | Reduced |
| Tocqueville Asset Management L.P. | 114,835 | $15.8M | 0.23% | −1,067−0.9% | Reduced |
| Hudson Bay Capital Management LP | 114,346 | $15.8M | 0.09% | +114,346 | New |
| Massachusetts Financial Services Co | 113,737 | $15.7M | 0.01% | +14,352+14.4% | Added |
| Boston Common Asset Management, LLC | 113,266 | $15.6M | 0.94% | −10,970−8.8% | Reduced |
| Edgemoor Investment Advisors, Inc. | 108,330 | $14.9M | 1.16% | −710−0.7% | Reduced |
| Rockefeller Capital Management L.P. | 108,205 | $14.9M | 0.03% | +5,526+5.4% | Added |
| Cresset Asset Management, LLC | 106,832 | $14.7M | 0.06% | −1,540−1.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 106,040 | $14.7M | 0.02% | +339+0.3% | Added |
| Callan Family Office, LLC | 104,847 | $14.5M | 0.31% | +16,872+19.2% | Added |
| Adage Capital Partners GP, L.L.C. | 100,188 | $13.8M | 0.02% | −110,000−52.3% | Reduced |
| Ritholtz Wealth Management | 99,834 | $13.8M | 0.25% | −1,672−1.6% | Reduced |
| Smithbridge Asset Management Inc | 97,812 | $13.5M | 1.15% | +49,297+101.6% | Added |
| Public Employees Retirement System of Ohio | 97,521 | $13.4M | 0.04% | +87,821+905.4% | Added |
| Russell Investments Group, Ltd. | 97,259 | $13.4M | 0.01% | +24,655+34.0% | Added |
| Susquehanna International Group, LLP | 95,565 | $13.2M | 0.02% | +89,201+1,401.6% | Added |
| Exencial Wealth Advisors, LLC | 95,498 | $13.2M | 0.42% | −426−0.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 94,282 | $13.0M | 0.18% | +84,944+909.7% | Added |
| Ethic Inc. | 93,865 | $12.9M | 0.20% | +3,010+3.3% | Added |
| American Assets Investment Management, LLC | 93,610 | $12.9M | 0.89% | 00.0% | Unchanged |
| Allworth Financial LP | 93,025 | $12.8M | 0.05% | −2,572−2.7% | Reduced |
| Sanctuary Advisors, LLC | 91,562 | $12.6M | 0.07% | −161−0.2% | Reduced |
| Aquatic Capital Management LLC | 90,973 | $12.5M | 0.36% | +65,074+251.3% | Added |
| Osterweis Capital Management Inc | – | $12.1M | 0.51% | – | – |
| Manning & Napier Advisors LLC | 85,852 | $11.9M | 0.15% | −2,626−3.0% | Reduced |
| Bahl & Gaynor Inc | 86,162 | $11.9M | 0.06% | −1,269−1.5% | Reduced |
| Matthew Goff Investment Advisor, LLC | 85,855 | $11.8M | 2.10% | −2,422−2.7% | Reduced |
| United Capital Financial Advisers, LLC | 85,041 | $11.7M | 0.07% | +4,081+5.0% | Added |
| Bartlett & Co. Wealth Management LLC | 84,499 | $11.6M | 0.15% | −208−0.2% | Reduced |
| CWM, LLC | 83,074 | $11.5M | 0.03% | −6,402−7.2% | Reduced |
| Investment House LLC | 81,848 | $11.3M | 0.54% | −169−0.2% | Reduced |
| Eldred Rock Partners, LLC | 81,549 | $11.2M | 2.92% | −9,204−10.1% | Reduced |
| Blair William & Co | 81,278 | $11.2M | 0.03% | +15,552+23.7% | Added |
| Zevin Asset Management LLC | 80,982 | $11.2M | 1.50% | −6,225−7.1% | Reduced |
| Reynders McVeigh Capital Management, LLC | 77,954 | $10.7M | 0.50% | −3,917−4.8% | Reduced |
| Cohen Capital Management, Inc. | 76,613 | $10.6M | 1.59% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 76,592 | $10.6M | 1.44% | −488−0.6% | Reduced |
| GWM Advisors LLC | 75,540 | $10.4M | 0.04% | +2,901+4.0% | Added |
| Gabelli Funds LLC | 75,500 | $10.4M | 0.07% | −1,400−1.8% | Reduced |
| BNP Paribas Arbitrage, SA | 75,357 | $10.4M | 0.01% | −108,887−59.1% | Reduced |
| Altrius Capital Management Inc | 74,923 | $10.3M | 2.19% | +494+0.7% | Added |
| Tweedy, Browne Co LLC | 74,905 | $10.3M | 0.83% | −1,149−1.5% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 70,511 | $10.2M | 2.53% | −3,468−4.7% | Reduced |
| Clifford Swan Investment Counsel LLC | 73,549 | $10.1M | 0.34% | −2,053−2.7% | Reduced |
| Citigroup Inc | 71,334 | $9.83M | 0.01% | −159,953−69.2% | Reduced |
| Tower Bridge Advisors | 70,901 | $9.78M | 0.99% | −2,437−3.3% | Reduced |
| Camden National Bank | 70,869 | $9.77M | 1.34% | +247+0.3% | Added |
| Mengis Capital Management, Inc. | 70,748 | $9.75M | 1.72% | +6,750+10.5% | Added |
| DV Equities, LLC | 69,935 | $9.64M | 1.74% | +69,935 | New |
| Laird Norton Trust Company, LLC | 69,112 | $9.53M | 0.20% | +69,112 | New |
| Baird Financial Group, Inc. | 68,385 | $9.43M | 0.01% | −1,107−1.6% | Reduced |
| Beacon Pointe Advisors, LLC | 66,582 | $9.18M | 0.06% | +2,801+4.4% | Added |
| RMB Capital Management, LLC | 66,313 | $9.14M | 0.16% | +23,465+54.8% | Added |
| Skopos Labs, Inc. | 64,948 | $9.04M | 0.42% | +43,420+201.7% | Added |
| Geneos Wealth Management Inc. | 64,841 | $8.94M | 0.22% | +81+0.1% | Added |
| Northwestern Mutual Wealth Management Co | 63,109 | $8.70M | 0.01% | −1,389−2.2% | Reduced |
| Manufacturers Life Insurance Company, The | 61,418 | $8.47M | 0.01% | −28,422−31.6% | Reduced |
| Welch & Forbes LLC | 61,088 | $8.42M | 0.10% | −58−0.1% | Reduced |
| Empowered Funds, LLC | 60,525 | $8.34M | 0.14% | −6,852−10.2% | Reduced |
| Quadrant Capital Group LLC | 59,860 | $8.25M | 0.25% | +166+0.3% | Added |
| 1832 Asset Management L.P. | 59,339 | $8.18M | 0.01% | +52,139+724.2% | Added |
| Logan Capital Management Inc | 58,363 | $8.05M | 0.34% | +6,058+11.6% | Added |
| Atria Investments LLC | 58,266 | $8.03M | 0.09% | −199−0.3% | Reduced |
| Federated Hermes, Inc. | 57,389 | $7.91M | 0.01% | +5,967+11.6% | Added |
| Lockheed Martin Investment Management Co | 57,300 | $7.90M | 0.26% | −27,900−32.7% | Reduced |
| Pinnacle Associates Ltd | 57,205 | $7.89M | 0.10% | −610−1.1% | Reduced |
| Hantz Financial Services, Inc. | 56,470 | $7.79M | 0.11% | +15,490+37.8% | Added |
| Fiduciary Trust Co | 55,618 | $7.67M | 0.09% | −2,215−3.8% | Reduced |
| Advisors Capital Management, LLC | 55,017 | $7.59M | 0.09% | +2,284+4.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 54,472 | $7.51M | 0.02% | −1,629−2.9% | Reduced |
| Glenmede Trust Co NA | 54,386 | $7.50M | 0.04% | +54,386 | New |
| Ieq Capital, LLC | 54,268 | $7.48M | 0.02% | +16,400+43.3% | Added |
| Steward Partners Investment Advisory, LLC | 54,261 | $7.48M | 0.04% | +1,787+3.4% | Added |
| Narwhal Capital Management | 53,812 | $7.42M | 0.54% | +1,887+3.6% | Added |
| Keybank National Association | 53,013 | $7.31M | 0.03% | +2,488+4.9% | Added |
| Deutsche Bank AG | 52,770 | $7.28M | 0.00% | −198−0.4% | Reduced |
| First National Bank of Omaha | 51,531 | $7.15M | 0.21% | +51,531 | New |
| Victory Capital Management Inc | 51,032 | $7.04M | 0.00% | −24,432−32.4% | Reduced |
| Brown Brothers Harriman & Co | 50,762 | $7.00M | 0.04% | +1,822+3.7% | Added |
| Glassy Mountain Advisors, Inc. | 50,437 | $6.95M | 2.10% | −63−0.1% | Reduced |
| Pensionmark Financial Group, LLC | 50,214 | $6.92M | 0.11% | +5,719+12.9% | Added |
| Triasima Portfolio Management inc. | 50,175 | $6.92M | 1.04% | +32,620+185.8% | Added |
| Cardinal Capital Management | 49,665 | $6.85M | 0.91% | +104+0.2% | Added |