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 |
|---|---|---|---|---|---|
| Telos Capital Management, Inc. | 26,293 | $3.62M | 0.34% | −379−1.4% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 26,288 | $3.62M | 1.21% | +120+0.5% | Added |
| Naples Global Advisors, LLC | 26,130 | $3.60M | 0.27% | −170−0.6% | Reduced |
| CIBC Asset Management Inc | 26,264 | $3.59M | 0.01% | +275+1.1% | Added |
| Prospera Financial Services Inc | 25,879 | $3.57M | 0.06% | −67−0.3% | Reduced |
| Albert D Mason Inc | 25,587 | $3.53M | 2.32% | +88+0.3% | Added |
| Forum Financial Management, LP | 25,365 | $3.50M | 0.05% | +758+3.1% | Added |
| Americana Partners, LLC | 24,964 | $3.44M | 0.09% | −1,320−5.0% | Reduced |
| Diamond Hill Capital Management Inc | 24,822 | $3.42M | 0.02% | −3,005−10.8% | Reduced |
| Arjuna Capital | 24,705 | $3.41M | 0.83% | −146−0.6% | Reduced |
| apricus wealth, LLC | 24,673 | $3.40M | 1.74% | +940+4.0% | Added |
| Campbell & CO Investment Adviser LLC | 24,619 | $3.39M | 0.16% | +24,619 | New |
| Peapack Gladstone Financial Corp | 24,279 | $3.35M | 0.04% | +62+0.3% | Added |
| Hall Laurie J Trustee | 24,122 | $3.33M | 1.11% | −1,210−4.8% | Reduced |
| Shrier Wealth Management, LLC | 24,077 | $3.32M | 1.31% | +24,077 | New |
| Capital Insight Partners, LLC | 23,985 | $3.31M | 0.70% | −4,363−15.4% | Reduced |
| Blue Square Asset Management, LLC | 23,813 | $3.28M | 1.46% | −427−1.8% | Reduced |
| Cloverfields Capital Group, LP | 23,731 | $3.27M | 1.01% | +5,119+27.5% | Added |
| Patten & Patten Inc | 23,694 | $3.27M | 0.19% | −233−1.0% | Reduced |
| Yousif Capital Management, LLC | 22,714 | $3.26M | 0.04% | −3,095−12.0% | Reduced |
| SageView Advisory Group, LLC | 23,339 | $3.22M | 0.11% | −1,124−4.6% | Reduced |
| AMG National Trust Bank | 22,890 | $3.16M | 0.07% | +134+0.6% | Added |
| Tealwood Asset Management Inc | 22,815 | $3.15M | 1.41% | +100.0% | Added |
| Parr McKnight Wealth Management Group, LLC | 22,754 | $3.14M | 0.41% | −464−2.0% | Reduced |
| Fca Corp | 22,612 | $3.12M | 0.88% | −1,820−7.4% | Reduced |
| Commerce Bank | 22,604 | $3.12M | 0.02% | +461+2.1% | Added |
| Third View Private Wealth, LLC | 22,384 | $3.09M | 0.42% | +22,384 | New |
| Mitchell & Pahl Private Wealth, LLC | 22,349 | $3.08M | 1.28% | −72−0.3% | Reduced |
| Oppenheimer & Co Inc | 22,226 | $3.06M | 0.04% | −14,618−39.7% | Reduced |
| UBS Asset Management Americas Inc | 22,156 | $3.05M | 0.00% | +22,156 | New |
| Foster & Motley Inc | 22,055 | $3.04M | 0.16% | +2,279+11.5% | Added |
| AlphaCore Capital LLC | 21,835 | $3.01M | 0.07% | −1,129−4.9% | Reduced |
| Fairfield, Bush & Co. | 21,613 | $2.98M | 1.57% | −1,241−5.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 21,436 | $2.96M | 0.01% | +2,055+10.6% | Added |
| Pinnacle Financial Partners, Inc. | 21,237 | $2.93M | 0.02% | +21,237 | New |
| Cascade Investment Advisors, Inc. | 21,055 | $2.90M | 1.71% | −150−0.7% | Reduced |
| Old Port Advisors | 20,992 | $2.89M | 0.71% | +291+1.4% | Added |
| DGS Capital Management, LLC | 20,859 | $2.88M | 0.49% | +1,133+5.7% | Added |
| Advisors Asset Management, Inc. | 20,783 | $2.87M | 0.05% | +726+3.6% | Added |
| Evolve Private Wealth, LLC | 20,505 | $2.83M | 0.17% | +20,505 | New |
| Perigon Wealth Management, LLC | 20,500 | $2.83M | 0.05% | +3,543+20.9% | Added |
| Coastline Trust Co | 20,411 | $2.81M | 0.26% | −50−0.2% | Reduced |
| Family Management Corp | 20,338 | $2.80M | 0.35% | +234+1.2% | Added |
| Beacon Financial Group | 20,253 | $2.79M | 0.28% | −196−1.0% | Reduced |
| Savant Capital, LLC | 19,982 | $2.75M | 0.02% | +3,678+22.6% | Added |
| Kathmere Capital Management, LLC | 19,925 | $2.75M | 0.19% | −939−4.5% | Reduced |
| Aaron Wealth Advisors | 19,719 | $2.72M | 0.15% | +4,080+26.1% | Added |
| Huntington National Bank | 19,434 | $2.68M | 0.02% | −2,697−12.2% | Reduced |
| Everett Harris & Co | 19,363 | $2.67M | 0.03% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 19,130 | $2.64M | 0.03% | +112+0.6% | Added |
| NorthCrest Asset Manangement, LLC | 19,122 | $2.64M | 0.06% | −892−4.5% | Reduced |
| Optimist Retirement Group LLC | 18,979 | $2.62M | 1.20% | −340−1.8% | Reduced |
| Trust Co of Toledo NA | 18,956 | $2.61M | 0.26% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 18,678 | $2.58M | 0.31% | +1,798+10.7% | Added |
| Acadian Asset Management LLC | 18,679 | $2.57M | 0.00% | −9,854−34.5% | Reduced |
| Beutel, Goodman & Co Ltd. | 18,655 | $2.57M | 0.02% | +215+1.2% | Added |
| Marietta Investment Partners LLC | 18,237 | $2.51M | 0.50% | +488+2.7% | Added |
| Level Four Advisory Services, LLC | 18,219 | $2.51M | 0.08% | +175+1.0% | Added |
| Abbot Financial Management, Inc. | 18,157 | $2.50M | 1.04% | −50−0.3% | Reduced |
| Abacus Wealth Partners, LLC | 18,094 | $2.49M | 0.24% | +16,328+924.6% | Added |
| Bradley Foster & Sargent Inc | 18,086 | $2.49M | 0.04% | −226−1.2% | Reduced |
| Independent Investors Inc | 17,900 | $2.47M | 0.46% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 17,770 | $2.45M | 0.64% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 17,757 | $2.45M | 0.17% | −119−0.7% | Reduced |
| Benedict Financial Advisors Inc | 17,478 | $2.41M | 0.51% | −41−0.2% | Reduced |
| BTC Capital Management, Inc. | 17,378 | $2.40M | 0.17% | +99+0.6% | Added |
| HB Wealth Management, LLC | 17,362 | $2.39M | 0.02% | +423+2.5% | Added |
| Nichols & Pratt Advisers LLP | 17,347 | $2.39M | 0.15% | +110+0.6% | Added |
| FSB Premier Wealth Management, Inc. | 17,219 | $2.37M | 0.75% | +1,121+7.0% | Added |
| Patten Group, Inc. | 17,134 | $2.36M | 0.44% | +321+1.9% | Added |
| Altman Advisors, Inc. | 17,112 | $2.36M | 0.89% | −24−0.1% | Reduced |
| Ipswich Investment Management Co., Inc. | 17,107 | $2.36M | 0.55% | −105−0.6% | Reduced |
| EP Wealth Advisors, LLC | 16,977 | $2.34M | 0.01% | +16,977 | New |
| Abundance Wealth Counselors | 16,927 | $2.33M | 0.39% | +73+0.4% | Added |
| New Vernon Capital Holdings II LLC | 16,911 | $2.33M | 1.11% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 16,871 | $2.33M | 0.28% | −356−2.1% | Reduced |
| Marshall Financial Group LLC | 16,859 | $2.32M | 0.45% | +484+3.0% | Added |
| Prime Capital Investment Advisors, LLC | 16,829 | $2.32M | 0.03% | −508−2.9% | Reduced |
| Rothschild Investment LLC | 16,783 | $2.31M | 0.13% | +60.0% | Added |
| Dynamic Advisor Solutions LLC | 16,555 | $2.28M | 0.07% | −3,311−16.7% | Reduced |
| XTX Topco Ltd | 16,489 | $2.27M | 0.06% | +10,862+193.0% | Added |
| Empire Financial Management Company, LLC | 16,484 | $2.27M | 0.49% | +146+0.9% | Added |
| Leo Wealth, LLC | 16,428 | $2.26M | 0.16% | +3,148+23.7% | Added |
| Smartleaf Asset Management LLC | 16,315 | $2.26M | 0.09% | +1,987+13.9% | Added |
| Palisade Asset Management, LLC | 16,409 | $2.26M | 0.22% | −50−0.3% | Reduced |
| Regions Financial Corp | 16,376 | $2.26M | 0.01% | −437−2.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 16,336 | $2.25M | 0.12% | +1,145+7.5% | Added |
| Headinvest, LLC | 16,332 | $2.25M | 0.45% | −184−1.1% | Reduced |
| TD Private Client Wealth LLC | 16,296 | $2.25M | 0.05% | +1,898+13.2% | Added |
| Quadcap Wealth Management, LLC | 16,255 | $2.24M | 0.26% | −129−0.8% | Reduced |
| WealthPlan Investment Management, LLC | 16,230 | $2.24M | 0.14% | +6,836+72.8% | Added |
| IAM Advisory, LLC | 16,201 | $2.23M | 0.50% | +66+0.4% | Added |
| Aptus Capital Advisors, LLC | 15,936 | $2.20M | 0.02% | +646+4.2% | Added |
| Wellington Management Group LLP | 15,828 | $2.18M | 0.00% | −1,388,260−98.9% | Reduced |
| Ascent Wealth Partners, LLC | 15,656 | $2.16M | 0.25% | +19+0.1% | Added |
| Warren Averett Asset Management, LLC | 15,647 | $2.16M | 0.02% | +1,637+11.7% | Added |
| Baker Ellis Asset Management LLC | 15,250 | $2.10M | 0.25% | +539+3.7% | Added |
| Venturi Wealth Management, LLC | 15,078 | $2.08M | 0.09% | +1,510+11.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 15,059 | $2.08M | 0.05% | −567−3.6% | Reduced |
| Mosaic Financial Group, LLC | 14,986 | $2.07M | 1.41% | 00.0% | Unchanged |