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; 1,625 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 | 1,625 | $21.3B |
| Q1 2026 | 1,604 | $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 |
|---|---|---|---|---|---|
| Walled Lake Planning & Wealth Management, LLC | 49,632 | $6.84M | 2.16% | −164−0.3% | Reduced |
| Pittenger & Anderson Inc | 49,020 | $6.76M | 0.26% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 48,943 | $6.75M | 0.12% | −3,190−6.1% | Reduced |
| Park Avenue Securities LLC | 48,579 | $6.70M | 0.06% | −4,313−8.2% | Reduced |
| Sofos Investments, Inc. | 48,437 | $6.68M | 1.29% | +2,956+6.5% | Added |
| Catalyst Capital Advisors LLC | 47,642 | $6.57M | 0.13% | −2,250−4.5% | Reduced |
| Scotia Capital Inc. | 47,469 | $6.54M | 0.03% | +416+0.9% | Added |
| Boston Partners | 47,304 | $6.53M | 0.01% | −7,239−13.3% | Reduced |
| Kestra Advisory Services, LLC | 47,356 | $6.53M | 0.03% | −22,034−31.8% | Reduced |
| Evergreen Capital Management LLC | 47,245 | $6.51M | 0.15% | +19,155+68.2% | Added |
| Simplex Trading, LLC | 46,821 | $6.46M | 0.18% | +100.0% | Added |
| Archford Capital Strategies, LLC | 46,672 | $6.43M | 0.75% | +20,319+77.1% | Added |
| Signaturefd, LLC | 46,629 | $6.43M | 0.10% | +522+1.1% | Added |
| Rathbone Brothers plc | 46,006 | $6.34M | 0.02% | −243−0.5% | Reduced |
| First Manhattan Co | 45,906 | $6.33M | 0.02% | +983+2.2% | Added |
| Trust Co of Vermont | 45,745 | $6.31M | 0.26% | +60.0% | Added |
| Quadrature Capital Ltd | 45,069 | $6.21M | 0.06% | +45,069 | New |
| National Bank of Canada | 44,411 | $6.12M | 0.01% | +5,042+12.8% | Added |
| Monte Financial Group, LLC | 44,023 | $6.07M | 2.26% | −2,560−5.5% | Reduced |
| Henry James International Management, Inc. | 43,596 | $6.01M | 1.89% | −30.0% | Reduced |
| Perennial Advisors, LLC | 42,344 | $5.84M | 0.98% | +407+1.0% | Added |
| Brinker Capital Investments, LLC | 42,323 | $5.84M | 0.04% | −467−1.1% | Reduced |
| Lido Advisors, LLC | 43,739 | $5.75M | 0.02% | +643+1.5% | Added |
| Sequoia Financial Advisors, LLC | 41,635 | $5.74M | 0.03% | −160−0.4% | Reduced |
| Private Advisor Group, LLC | 41,078 | $5.66M | 0.03% | −322−0.8% | Reduced |
| Hamel Associates, Inc. | 40,585 | $5.60M | 1.69% | 00.0% | Unchanged |
| Bessemer Group Inc | 40,412 | $5.57M | 0.01% | +24,436+153.0% | Added |
| Argent Trust Co | 40,333 | $5.56M | 0.19% | +291+0.7% | Added |
| First Pacific Financial | 40,072 | $5.52M | 0.72% | +5,759+16.8% | Added |
| Euro Pacific Asset Management, LLC | 42,231 | $5.49M | 0.61% | −49,536−54.0% | Reduced |
| Carret Asset Management, LLC | 39,815 | $5.49M | 0.52% | −445−1.1% | Reduced |
| Spire Wealth Management | 38,983 | $5.37M | 0.18% | +37,518+2,561.0% | Added |
| Great Valley Advisor Group, Inc. | 38,951 | $5.37M | 0.10% | −8,319−17.6% | Reduced |
| MAI Capital Management | 38,185 | $5.26M | 0.03% | +8,397+28.2% | Added |
| Farmers & Merchants Investments Inc | 37,858 | $5.22M | 0.14% | −567−1.5% | Reduced |
| CAPROCK Group, Inc. | 37,747 | $5.20M | 0.11% | +3,251+9.4% | Added |
| WCG Wealth Advisors LLC | 37,705 | $5.20M | 0.15% | +21,202+128.5% | Added |
| Naviter Wealth, LLC | 37,658 | $5.19M | 0.68% | −5,873−13.5% | Reduced |
| Davenport & Co LLC | 37,364 | $5.15M | 0.03% | −4,672−11.1% | Reduced |
| Vident Advisory, LLC | 37,022 | $5.10M | 0.05% | −452−1.2% | Reduced |
| Sphera Funds Management Ltd. | 37,000 | $5.10M | 1.07% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 36,277 | $5.00M | 0.10% | +16,913+87.3% | Added |
| Rhumbline Advisers | 36,140 | $4.98M | 0.00% | −1,024−2.8% | Reduced |
| China Universal Asset Management Co., Ltd. | 36,000 | $4.96M | 0.38% | +16,000+80.0% | Added |
| Factory Mutual Insurance Co | 35,796 | $4.94M | 0.05% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 35,483 | $4.89M | 0.07% | −1,587−4.3% | Reduced |
| Squarepoint Ops LLC | 35,457 | $4.89M | 0.01% | +26,616+301.1% | Added |
| Quartz Partners, LLC | 35,382 | $4.88M | 1.82% | +2,970+9.2% | Added |
| Dearborn Partners LLC | 35,225 | $4.86M | 0.24% | +65+0.2% | Added |
| Greenfield Seitz Capital Management, LLC | 34,875 | $4.81M | 1.58% | −578−1.6% | Reduced |
| Arkadios Wealth Advisors | 34,843 | $4.80M | 0.10% | +3,189+10.1% | Added |
| Azzad Asset Management Inc | 34,593 | $4.77M | 0.47% | +300+0.9% | Added |
| Timber Creek Capital Management LLC | 34,545 | $4.76M | 1.11% | −82−0.2% | Reduced |
| Farther Finance Advisors, LLC | 34,378 | $4.74M | 0.05% | +16,069+87.8% | Added |
| Principal Securities, Inc. | 34,368 | $4.74M | 0.07% | −1,403−3.9% | Reduced |
| Cullen Investment Group, Ltd. | 32,897 | $4.66M | 0.60% | +28,338+621.6% | Added |
| Auto-Owners Insurance Co | 33,570 | $4.63M | 0.10% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 33,223 | $4.61M | 0.06% | −1,348−3.9% | Reduced |
| Cornerstone Wealth Group, LLC | 33,253 | $4.58M | 0.31% | +457+1.4% | Added |
| WealthTrust Axiom LLC | 32,885 | $4.53M | 1.17% | −274−0.8% | Reduced |
| Daymark Wealth Partners, LLC | 32,723 | $4.51M | 0.14% | −337−1.0% | Reduced |
| Merit Financial Group, LLC | 32,499 | $4.48M | 0.04% | +1,354+4.3% | Added |
| Chesley Taft & Associates LLC | 32,480 | $4.48M | 0.18% | +1,650+5.4% | Added |
| TD Asset Management Inc | 32,435 | $4.47M | 0.00% | +7,620+30.7% | Added |
| Baldwin Brothers Inc | 32,288 | $4.45M | 0.28% | −1,562−4.6% | Reduced |
| We Are One Seven, LLC | 32,254 | $4.45M | 0.09% | +5,939+22.6% | Added |
| Providence Capital Advisors, LLC | 32,082 | $4.42M | 0.74% | +1,108+3.6% | Added |
| Advisory Services Network, LLC | 31,893 | $4.40M | 0.06% | +41+0.1% | Added |
| Great Lakes Advisors, LLC | 31,160 | $4.30M | 0.04% | +627+2.1% | Added |
| Choate Investment Advisors | 31,147 | $4.29M | 0.08% | +8,909+40.1% | Added |
| Fifth Third Bancorp | 30,989 | $4.27M | 0.01% | −1,570−4.8% | Reduced |
| Northeast Investment Management | 30,898 | $4.26M | 0.17% | −72−0.2% | Reduced |
| Pekin Hardy Strauss, Inc. | 30,711 | $4.23M | 0.39% | −1,855−5.7% | Reduced |
| Csenge Advisory Group | 30,264 | $4.17M | 0.19% | +1,018+3.5% | Added |
| Fred Alger Management, LLC | 30,164 | $4.16M | 0.02% | −15,426−33.8% | Reduced |
| Two Sigma Investments, LP | 29,928 | $4.13M | 0.01% | −1,800−5.7% | Reduced |
| Global Retirement Partners, LLC | 29,730 | $4.10M | 0.07% | +18,032+154.1% | Added |
| Moors & Cabot, Inc. | 29,612 | $4.08M | 0.17% | +320+1.1% | Added |
| Northside Capital Management, LLC | 29,543 | $4.07M | 0.35% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 29,337 | $4.04M | 0.02% | −191−0.6% | Reduced |
| Moody Lynn & Lieberson, LLC | 29,320 | $4.04M | 0.21% | +10,279+54.0% | Added |
| Prentiss Smith & Co Inc | 29,154 | $4.02M | 2.40% | −110−0.4% | Reduced |
| Tower Research Capital LLC (TRC) | 29,138 | $4.02M | 0.10% | +27,853+2,167.5% | Added |
| TD Waterhouse Canada Inc. | 29,022 | $4.00M | 0.02% | +706+2.5% | Added |
| Oxbow Advisors, LLC | 28,508 | $3.93M | 0.35% | −332−1.2% | Reduced |
| Haverford Trust Co | 28,382 | $3.91M | 0.03% | −492−1.7% | Reduced |
| Penobscot Investment Management Company, Inc. | 28,316 | $3.90M | 0.29% | −10.0% | Reduced |
| Fayez Sarofim & Co | 28,252 | $3.90M | 0.01% | +300+1.1% | Added |
| Atlantic Union Bankshares Corp | 28,243 | $3.89M | 0.07% | −870−3.0% | Reduced |
| NBT Bank N A | 28,183 | $3.87M | 0.25% | −506−1.8% | Reduced |
| Kestra Private Wealth Services, LLC | 27,909 | $3.85M | 0.05% | +6,593+30.9% | Added |
| Woodmont Investment Counsel LLC | 27,843 | $3.84M | 0.24% | −366−1.3% | Reduced |
| EagleClaw Capital Managment, LLC | 27,682 | $3.82M | 0.55% | −400−1.4% | Reduced |
| Voya Investment Management LLC | 27,490 | $3.79M | 0.00% | −5,795−17.4% | Reduced |
| CWA Asset Management Group, LLC | 27,213 | $3.75M | 0.14% | +16,409+151.9% | Added |
| Atomi Financial Group, Inc. | 27,034 | $3.73M | 0.11% | +3,695+15.8% | Added |
| Ballentine Partners, LLC | 26,981 | $3.72M | 0.05% | +862+3.3% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 26,895 | $3.71M | 2.33% | −110−0.4% | Reduced |
| Trustmark National Bank Trust Department | 26,836 | $3.70M | 0.23% | −52−0.2% | Reduced |
| SIH Partners, LLLP | 26,579 | $3.66M | 0.21% | 00.0% | Unchanged |