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, Q1 2026
Institutional positions in Novartis AG as of Mar 31, 2026. 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
- 1,605
- +110 vs. Q4 2025
- Shares held
- 144.3M
- +11.7M (+8.8%) vs. Q4 2025
- Total value
- $22.0B
- +$3.75B (+20.5%) vs. Q4 2025
- New holders
- 198
- 533 more added
- Sold out
- 88
- 551 more reduced
20 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Novartis AG; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fisher Asset Management, LLC | 13,885,749 | $2.12B | 0.72% | +6,419,899+86.0% | Added |
| Morgan Stanley | 8,527,037 | $1.30B | 0.08% | −349,869−3.9% | Reduced |
| Dimensional Fund Advisors LP | 8,110,116 | $1.24B | 0.26% | −414,278−4.9% | Reduced |
| Primecap Management Co | 7,567,354 | $1.16B | 0.91% | −11,920−0.2% | Reduced |
| Dodge & Cox | 6,967,383 | $1.06B | 0.58% | −2,047,258−22.7% | Reduced |
| Goldman Sachs Group Inc | 6,525,771 | $996.8M | 0.13% | +3,780,327+137.7% | Added |
| Loomis Sayles & Co L P | 5,426,100 | $828.8M | 1.12% | −108,115−2.0% | Reduced |
| Bank of America Corp | 4,962,794 | $758.1M | 0.06% | +413,778+9.1% | Added |
| Franklin Resources Inc | 3,409,944 | $520.9M | 0.13% | −1,069,363−23.9% | Reduced |
| BlackRock, Inc. | 2,949,760 | $450.6M | 0.01% | +141,669+5.0% | Added |
| Northern Trust Corp | 2,786,228 | $425.6M | 0.06% | +435,047+18.5% | Added |
| GQG Partners LLC | 2,447,272 | $373.8M | 0.59% | −710,850−22.5% | Reduced |
| Envestnet Asset Management Inc | 2,311,384 | $353.1M | 0.09% | +529,186+29.7% | Added |
| Janus Henderson Group PLC | 2,275,938 | $347.6M | 0.17% | +41,520+1.9% | Added |
| Natixis Advisors, L.P. | 2,236,156 | $341.6M | 0.48% | +1,397,774+166.7% | Added |
| Cullen Capital Management LLC | 2,037,962 | $311.3M | 3.19% | −42,834−2.1% | Reduced |
| Raymond James Financial Inc | 1,931,873 | $295.1M | 0.09% | +86,268+4.7% | Added |
| Wells Fargo & Company | 1,895,677 | $289.6M | 0.06% | +53,634+2.9% | Added |
| UBS Group AG | 1,793,153 | $273.9M | 0.05% | +431,879+31.7% | Added |
| JPMorgan Chase & Co | 1,804,676 | $271.4M | 0.02% | +1,212,024+204.5% | Added |
| Jones Financial Companies LLLP | 1,821,796 | $270.1M | 0.13% | +1,625,514+828.2% | Added |
| FMR LLC | 1,692,993 | $258.6M | 0.01% | +30,697+1.8% | Added |
| Principal Financial Group Inc | 1,532,789 | $234.1M | 0.13% | −276,369−15.3% | Reduced |
| WCM Investment Management, LLC | 1,463,180 | $220.0M | 0.50% | +1,463,180 | New |
| State Street Corp | 1,385,892 | $216.2M | 0.01% | −64,169−4.4% | Reduced |
| Renaissance Technologies LLC | 1,111,833 | $169.8M | 0.27% | −231,200−17.2% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 1,049,794 | $160.4M | 0.46% | −11,578−1.1% | Reduced |
| Truist Financial Corp | 941,818 | $143.9M | 0.19% | +54,522+6.1% | Added |
| Van Eck Associates Corp | 891,803 | $136.2M | 0.10% | −68,854−7.2% | Reduced |
| Earnest Partners LLC | 885,290 | $135.2M | 0.56% | −36,106−3.9% | Reduced |
| Lord, Abbett & Co. LLC | 830,286 | $126.8M | 0.41% | +464,126+126.8% | Added |
| American Century Companies Inc | 703,178 | $107.4M | 0.06% | +84,910+13.7% | Added |
| LPL Financial LLC | 620,427 | $94.8M | 0.03% | +12,679+2.1% | Added |
| SEI Investments Co | 619,274 | $94.6M | 0.09% | +54,262+9.6% | Added |
| Royal Bank of Canada | 618,710 | $94.5M | 0.02% | +40,788+7.1% | Added |
| Scharf Investments, LLC | 589,232 | $90.0M | 2.77% | −373,668−38.8% | Reduced |
| Harding Loevner LP | 584,255 | $89.2M | 0.92% | −19,132−3.2% | Reduced |
| Bristol John W & Co Inc | 561,837 | $85.8M | 1.41% | −7,881−1.4% | Reduced |
| NewEdge Wealth, LLC | 546,505 | $83.5M | 1.00% | +41,166+8.1% | Added |
| CIBC Bancorp USA Inc. | 537,813 | $82.2M | 0.11% | +537,813 | New |
| Ameriprise Financial Inc | 532,554 | $81.4M | 0.02% | −37,168−6.5% | Reduced |
| Creative Planning | 528,814 | $80.8M | 0.05% | +89,851+20.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 505,440 | $77.2M | 0.18% | −145,704−22.4% | Reduced |
| Harvest Portfolios Group Inc. | 454,681 | $69.5M | 1.15% | −37,333−7.6% | Reduced |
| CI Private Wealth, LLC | 440,526 | $67.2M | 0.10% | −39,378−8.2% | Reduced |
| Todd Asset Management LLC | 432,007 | $66.0M | 1.29% | −2,239−0.5% | Reduced |
| Assetmark, Inc | 403,774 | $61.7M | 0.13% | −2,457−0.6% | Reduced |
| TCTC Holdings, LLC | 393,864 | $60.2M | 1.71% | −225−0.1% | Reduced |
| First Trust Advisors LP | 366,559 | $56.0M | 0.04% | −5,202−1.4% | Reduced |
| Jane Street Group, LLC | 366,467 | $56.0M | 0.06% | +366,467 | New |
| Citigroup Inc | 348,789 | $53.3M | 0.03% | +277,455+389.0% | Added |
| Charles Schwab Investment Management Inc | 345,410 | $52.8M | 0.01% | +54,930+18.9% | Added |
| Quantinno Capital Management LP | 340,728 | $52.0M | 0.09% | +39,537+13.1% | Added |
| Cerity Partners LLC | 329,910 | $50.4M | 0.07% | +35,140+11.9% | Added |
| Bank of New York Mellon Corp | 327,817 | $50.1M | 0.01% | +9,691+3.0% | Added |
| Marshall Wace, LLP | 322,056 | $49.2M | 0.05% | −371,300−53.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 320,027 | $48.9M | 0.25% | +19,949+6.6% | Added |
| Stifel Financial Corp | 317,717 | $48.5M | 0.04% | +45,335+16.6% | Added |
| Janney Montgomery Scott LLC | 311,826 | $47.6M | 0.12% | −8,029−2.5% | Reduced |
| Saturna Capital CORP | 311,008 | $47.5M | 0.67% | −1,654−0.5% | Reduced |
| Point72 Asset Management, L.P. | 283,837 | $43.4M | 0.08% | +283,837 | New |
| Cookson Peirce & Co Inc | 283,617 | $43.3M | 1.83% | +14,674+5.5% | Added |
| Colony Group, LLC | 280,428 | $42.8M | 0.05% | +71,868+34.5% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 275,637 | $42.1M | 0.11% | −23,538−7.9% | Reduced |
| US Bancorp | 268,858 | $41.1M | 0.05% | +1,589+0.6% | Added |
| Teachers Retirement System of the State of Kentucky | 267,950 | $40.9M | 0.32% | −7,000−2.5% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 266,061 | $40.6M | 1.98% | −335,851−55.8% | Reduced |
| HighTower Advisors, LLC | 264,639 | $40.4M | 0.04% | +13,264+5.3% | Added |
| Bank of Montreal | 259,345 | $39.6M | 0.02% | −725,254−73.7% | Reduced |
| Adage Capital Partners GP, L.L.C. | 258,000 | $39.4M | 0.06% | +157,812+157.5% | Added |
| Clark Capital Management Group, Inc. | 251,894 | $38.5M | 0.24% | −193,795−43.5% | Reduced |
| Integral Health Asset Management, LLC | 250,000 | $38.2M | 2.02% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 246,655 | $37.7M | 0.01% | +132,918+116.9% | Added |
| Midwest Trust Co | 242,228 | $37.0M | 0.46% | −7,513−3.0% | Reduced |
| Mariner, LLC | 241,552 | $36.9M | 0.04% | +5,076+2.1% | Added |
| AQR Capital Management LLC | 233,871 | $35.7M | 0.02% | +47,271+25.3% | Added |
| First Financial Bankshares Inc | 230,854 | $35.3M | 0.71% | +6,071+2.7% | Added |
| MML Investors Services, LLC | 229,593 | $35.1M | 0.10% | −13,178−5.4% | Reduced |
| The PNC Financial Services Group, Inc. | 220,134 | $33.6M | 0.02% | +9,930+4.7% | Added |
| Oppenheimer Asset Management Inc. | 217,125 | $33.2M | 0.38% | −3,056−1.4% | Reduced |
| D.A. Davidson & Co. | 212,815 | $32.5M | 0.20% | −6,899−3.1% | Reduced |
| Promethos Capital, LLC | 203,093 | $31.0M | 8.34% | −21,711−9.7% | Reduced |
| Cetera Investment Advisers | 203,045 | $31.0M | 0.03% | +24,096+13.5% | Added |
| Toroso Investments, LLC | 193,177 | $29.4M | 0.09% | −33,079−14.6% | Reduced |
| Brandes Investment Partners, LP | 189,570 | $29.0M | 0.20% | −73,227−27.9% | Reduced |
| Brown Advisory Inc | 189,167 | $28.9M | 0.05% | +761+0.4% | Added |
| Godsey & Gibb Associates | 185,572 | $28.3M | 2.47% | −5,512−2.9% | Reduced |
| Ferguson Wellman Capital Management, Inc | 182,356 | $27.9M | 0.38% | +182,356 | New |
| New York State Common Retirement Fund | 177,396 | $27.1M | 0.04% | −7,970−4.3% | Reduced |
| M&T Bank Corp | 174,095 | $26.6M | 0.09% | +20,511+13.4% | Added |
| Qube Research & Technologies Ltd | 173,137 | $26.4M | 0.04% | +54,510+46.0% | Added |
| Foresight Global Investors, Inc. | 172,053 | $26.3M | 17.06% | −300.0% | Reduced |
| Advisor Group Holdings, Inc. | 169,012 | $25.8M | 0.04% | +2,288+1.4% | Added |
| Managed Asset Portfolios, LLC | 164,288 | $25.1M | 3.01% | −34,348−17.3% | Reduced |
| Parkwood LLC | 163,364 | $25.0M | 2.21% | +16,104+10.9% | Added |
| Martin Investment Management, LLC | 162,204 | $24.8M | 7.42% | −49,300−23.3% | Reduced |
| Captrust Financial Advisors | 161,008 | $24.6M | 0.04% | −244−0.2% | Reduced |
| Mercer Global Advisors Inc | 160,764 | $24.6M | 0.04% | +4,606+2.9% | Added |
| Grandfield & Dodd, LLC | 156,906 | $24.0M | 1.35% | +1,558+1.0% | Added |
| Commonwealth Equity Services, LLC | 156,615 | $23.9M | 0.03% | −11,771−7.0% | Reduced |