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 |
|---|---|---|---|---|---|
| Johnson Investment Counsel Inc | 14,966 | $2.06M | 0.02% | 00.0% | Unchanged |
| Strategic Global Advisors, LLC | 14,873 | $2.05M | 0.32% | +1,691+12.8% | Added |
| Concurrent Investment Advisors, LLC | 14,815 | $2.04M | 0.02% | +3,967+36.6% | Added |
| Gradient Investments LLC | 14,661 | $2.02M | 0.03% | +4,390+42.7% | Added |
| Bailard, Inc. | 14,426 | $1.99M | 0.04% | +2,305+19.0% | Added |
| Greenleaf Trust | 14,424 | $1.99M | 0.02% | +728+5.3% | Added |
| Advisors Management Group Inc | 14,318 | $1.97M | 0.36% | −1,835−11.4% | Reduced |
| Voya Financial Advisors, Inc. | 14,077 | $1.96M | 0.19% | −41−0.3% | Reduced |
| Lowe Brockenbrough & Co Inc | 14,118 | $1.95M | 0.10% | −231−1.6% | Reduced |
| Journey Retirement Planning & Investment Management LLC | 14,056 | $1.94M | 0.40% | +14,056 | New |
| Sepio Capital, LP | 14,027 | $1.93M | 0.11% | +476+3.5% | Added |
| Marco Investment Management LLC | 14,020 | $1.93M | 0.15% | −100−0.7% | Reduced |
| Northstar Asset Management LLC | 13,925 | $1.92M | 0.41% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 13,767 | $1.90M | 0.10% | 00.0% | Unchanged |
| Kahn Brothers Group Inc | 13,678 | $1.89M | 0.33% | −648−4.5% | Reduced |
| Denali Advisors LLC | 13,598 | $1.87M | 0.21% | +39+0.3% | Added |
| Sivia Capital Partners, LLC | 13,595 | $1.87M | 0.38% | +6,175+83.2% | Added |
| Capital Financial Group Inc | 13,549 | $1.87M | 1.04% | +13,549 | New |
| Bryn Mawr Trust Co | 13,520 | $1.86M | 0.04% | −1,007−6.9% | Reduced |
| Sterling Capital Management LLC | 13,492 | $1.86M | 0.03% | −772−5.4% | Reduced |
| AIMZ Investment Advisors, LLC | 13,328 | $1.84M | 0.53% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 13,324 | $1.84M | 0.02% | −4,347−24.6% | Reduced |
| Solutions 4 Wealth, Ltd | 13,214 | $1.82M | 2.75% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 13,144 | $1.81M | 0.09% | −1,418−9.7% | Reduced |
| Boit C F David | 12,800 | $1.81M | 0.78% | 00.0% | Unchanged |
| Ascent Group, LLC | 13,120 | $1.81M | 0.06% | −50.0% | Reduced |
| HM Payson & Co | 13,060 | $1.80M | 0.03% | −202−1.5% | Reduced |
| Silvercrest Asset Management Group LLC | 13,025 | $1.80M | 0.01% | +1,486+12.9% | Added |
| Park National Corp | 12,980 | $1.79M | 0.06% | −523−3.9% | Reduced |
| Compass Wealth Management LLC | 12,947 | $1.79M | 0.45% | −250−1.9% | Reduced |
| CSM Advisors, LLC | 12,847 | $1.77M | 0.05% | +12,847 | New |
| Roberts Glore & Co Inc | 12,773 | $1.76M | 0.47% | −370−2.8% | Reduced |
| West Family Investments, Inc. | 12,722 | $1.75M | 0.41% | −198−1.5% | Reduced |
| Ativo Capital Management LLC | 12,644 | $1.74M | 1.53% | −801−6.0% | Reduced |
| Arnhold LLC | 12,636 | $1.74M | 0.13% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 12,624 | $1.74M | 0.03% | +148+1.2% | Added |
| V-Square Quantitative Management LLC | 12,480 | $1.72M | 0.18% | +459+3.8% | Added |
| Carnegie Capital Asset Management, LLC | 12,434 | $1.71M | 0.03% | +200+1.6% | Added |
| Abel Hall, LLC | 12,416 | $1.71M | 0.40% | +7,523+153.8% | Added |
| Snowden Capital Advisors LLC | 12,356 | $1.70M | 0.04% | +137+1.1% | Added |
| Plancorp, LLC | 12,288 | $1.69M | 0.05% | 00.0% | Unchanged |
| Physicians Financial Services, Inc. | 12,284 | $1.69M | 0.45% | −150−1.2% | Reduced |
| Dynasty Wealth Management, LLC | 12,209 | $1.68M | 0.02% | +579+5.0% | Added |
| Kentucky Trust Co | 12,137 | $1.67M | 0.89% | −100−0.8% | Reduced |
| GAMMA Investing LLC | 12,103 | $1.67M | 0.08% | +1,486+14.0% | Added |
| Brookstone Capital Management | 12,097 | $1.67M | 0.02% | −10−0.1% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 12,073 | $1.66M | 0.05% | +992+9.0% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 12,000 | $1.65M | 0.12% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 11,999 | $1.65M | 0.10% | −335−2.7% | Reduced |
| HF Advisory Group, LLC | 11,901 | $1.64M | 0.57% | +974+8.9% | Added |
| PCM Encore, LLC | 11,873 | $1.64M | 0.35% | +11,873 | New |
| Delphi Management Inc | 11,723 | $1.62M | 1.57% | −341−2.8% | Reduced |
| Bridgewater Advisors Inc. | 11,119 | $1.61M | 0.10% | +105+1.0% | Added |
| Glass Wealth Management Co LLC | 11,685 | $1.61M | 0.66% | −930−7.4% | Reduced |
| Guggenheim Capital LLC | 11,666 | $1.61M | 0.01% | −566−4.6% | Reduced |
| Savvy Advisors, Inc. | 11,567 | $1.59M | 0.05% | +1,500+14.9% | Added |
| Trust Co of Oklahoma | 11,480 | $1.58M | 0.46% | −338−2.9% | Reduced |
| Advisory Resource Group | 11,456 | $1.58M | 0.28% | +114+1.0% | Added |
| Horizon Kinetics Asset Management LLC | 11,394 | $1.57M | 0.02% | −403−3.4% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 11,325 | $1.56M | 1.01% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 11,312 | $1.56M | 0.07% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 11,313 | $1.56M | 0.00% | −62,769−84.7% | Reduced |
| Frank, Rimerman Advisors LLC | 11,268 | $1.55M | 0.10% | +1,817+19.2% | Added |
| Stock Yards Bank & Trust Co | 11,243 | $1.55M | 0.05% | −125−1.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 11,108 | $1.53M | 0.02% | +30+0.3% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 11,073 | $1.53M | 0.02% | +2,851+34.7% | Added |
| Value Partners Investments Inc. | 11,010 | $1.52M | 0.12% | +1,751+18.9% | Added |
| Flputnam Investment Management Co | 11,017 | $1.52M | 0.02% | −1,182−9.7% | Reduced |
| Somerville Kurt F | 10,978 | $1.51M | 0.26% | −2,345−17.6% | Reduced |
| Basecamp Wealth Advisors LLC | 10,959 | $1.51M | 0.32% | +10,959 | New |
| Mission Wealth Management, LP | 10,920 | $1.51M | 0.03% | −143−1.3% | Reduced |
| Intrust Bank NA | 10,910 | $1.50M | 0.12% | +351+3.3% | Added |
| Valeo Financial Advisors, LLC | 10,848 | $1.50M | 0.03% | +899+9.0% | Added |
| Guyasuta Investment Advisors Inc | 10,767 | $1.48M | 0.08% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 10,765 | $1.48M | 0.01% | −139−1.3% | Reduced |
| Ar Asset Management Inc | 10,750 | $1.48M | 0.30% | 00.0% | Unchanged |
| Crux Wealth Advisors | 10,729 | $1.48M | 0.55% | −46−0.4% | Reduced |
| Drexel Morgan & Co. | 10,720 | $1.48M | 0.23% | 00.0% | Unchanged |
| Integrated Quantitative Investments LLC | 10,599 | $1.46M | 0.31% | −28−0.3% | Reduced |
| Millennium Management LLC | 10,579 | $1.46M | 0.00% | +607+6.1% | Added |
| GeoWealth Management, LLC | 10,504 | $1.45M | 0.05% | +146+1.4% | Added |
| HighPoint Advisor Group LLC | 10,503 | $1.45M | 0.03% | +649+6.6% | Added |
| Kovitz Investment Group Partners, LLC | 10,469 | $1.44M | 0.03% | −150,678−93.5% | Reduced |
| Holderness Investments Co | 10,458 | $1.44M | 0.29% | −105−1.0% | Reduced |
| Sagespring Wealth Partners, LLC | 10,452 | $1.44M | 0.03% | +246+2.4% | Added |
| Apollon Wealth Management, LLC | 10,451 | $1.44M | 0.02% | −340−3.2% | Reduced |
| Ashton Thomas Private Wealth, LLC | 10,450 | $1.44M | 0.04% | +630+6.4% | Added |
| Unique Wealth Strategies, LLC | 10,446 | $1.44M | 0.57% | −70−0.7% | Reduced |
| Diameter Capital Partners LP | 10,400 | $1.43M | 0.15% | +10,400 | New |
| Mayflower Financial Advisors, LLC | 10,370 | $1.43M | 0.17% | +118+1.2% | Added |
| FRG Family Wealth Advisors LLC | 10,218 | $1.41M | 0.22% | +778+8.2% | Added |
| Integrated Wealth Concepts LLC | 10,206 | $1.41M | 0.02% | −7,708−43.0% | Reduced |
| Foyston, Gordon, & Payne Inc | 10,196 | $1.41M | 0.31% | −384−3.6% | Reduced |
| Adviser Investments LLC | 10,155 | $1.40M | 0.02% | +199+2.0% | Added |
| Mather Group, LLC. | 10,120 | $1.40M | 0.01% | −114−1.1% | Reduced |
| Walsky Investment Management, Inc. | 10,102 | $1.39M | 1.42% | +10,102 | New |
| Modern Wealth Management, LLC | 10,041 | $1.38M | 0.03% | +163+1.7% | Added |
| Boston Family Office LLC | 10,035 | $1.38M | 0.09% | −2,600−20.6% | Reduced |
| Osprey Private Wealth LLC | 10,000 | $1.38M | 0.40% | +2,850+39.9% | Added |
| Opal Capital LLC | 9,961 | $1.38M | 0.34% | +9,961 | New |