Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2026: 1,605 institutions
Q1 2021: 1,138 institutionsQ2 2021: 1,123 institutionsQ3 2021: 1,083 institutionsQ4 2021: 1,147 institutionsQ1 2022: 1,137 institutionsQ2 2022: 1,142 institutionsQ3 2022: 1,088 institutionsQ4 2022: 1,183 institutionsQ1 2023: 1,182 institutionsQ2 2023: 1,203 institutionsQ3 2023: 1,225 institutionsQ4 2023: 1,274 institutionsQ1 2024: 1,254 institutionsQ2 2024: 1,309 institutionsQ3 2024: 1,314 institutionsQ4 2024: 1,345 institutionsQ1 2025: 1,361 institutionsQ2 2025: 1,387 institutionsQ3 2025: 1,405 institutionsQ4 2025: 1,515 institutionsQ1 2026: 1,605 institutionsQ2 2026: 1,626 institutions
Value heldQ1 2026: $22.0B
Q1 2021: $18.7BQ2 2021: $19.8BQ3 2021: $18.0BQ4 2021: $18.5BQ1 2022: $18.3BQ2 2022: $16.9BQ3 2022: $13.7BQ4 2022: $15.5BQ1 2023: $15.2BQ2 2023: $14.9BQ3 2023: $15.1BQ4 2023: $14.2BQ1 2024: $13.6BQ2 2024: $14.7BQ3 2024: $15.2BQ4 2024: $12.7BQ1 2025: $15.4BQ2 2025: $16.2BQ3 2025: $17.2BQ4 2025: $18.4BQ1 2026: $22.0BQ2 2026: $21.3B
Institutions holding NVS and their total value by quarter
QuarterHoldersValue
Q2 20261,626$21.3B
Q1 20261,605$22.0B
Q4 20251,515$18.4B
Q3 20251,405$17.2B
Q2 20251,387$16.2B
Q1 20251,361$15.4B
Q4 20241,345$12.7B
Q3 20241,314$15.2B
Q2 20241,309$14.7B
Q1 20241,254$13.6B
Q4 20231,274$14.2B
Q3 20231,225$15.1B
Q2 20231,203$14.9B
Q1 20231,182$15.2B
Q4 20221,183$15.5B
Q3 20221,088$13.7B
Q2 20221,142$16.9B
Q1 20221,137$18.3B
Q4 20211,147$18.5B
Q3 20211,083$18.0B
Q2 20211,123$19.8B
Q1 20211,138$18.7B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Novartis AG; share changes are against Q4 2025.

Institutions holding NVS in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Financial Freedom, LLC3$5110.00%00.0%Unchanged
McGuire Capital Advisors Inc4$6110.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.4$6110.00%+4New
Nvest Wealth Strategies, Inc.5$7640.00%+5New
Virtus ETF Advisers LLC7$1.07K0.00%00.0%Unchanged
MBM Wealth Consultants, LLC9$1.38K0.00%+9New
Gold Investment Management Ltd.10$1.53K0.00%00.0%Unchanged
Private Wealth Management Group, LLC10$1.53K0.00%+10New
Winch Advisory Services, LLC12$1.77K0.00%+1+9.1%Added
Corsicana & Co.16$1.78K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC12$1.83K0.00%00.0%Unchanged
Kilter Group LLC13$1.99K0.00%−1−7.1%Reduced
Granite FO LLC14$2.14K0.00%00.0%Unchanged
GoalVest Advisory LLC14$2.14K0.00%+14New
Advocate Investing Services LLC15$2.29K0.00%00.0%Unchanged
Lummis Asset Management, LP16$2.44K0.00%00.0%Unchanged
True Link Financial Advisors, LLC16$2.44K0.00%+16New
Marquette Asset Management, LLC17$2.60K0.00%00.0%Unchanged
Synergy Investment Management, LLC17$2.60K0.00%+17New
Virginia Estate & Retirement Planning Advisors Inc.17$2.60K0.01%+17New
Hartford Financial Management Inc.19$2.90K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA22$3.00K0.00%00.0%Unchanged
Navigoe, LLC23$3.00K0.00%00.0%Unchanged
NVWM, LLC20$3.06K0.00%00.0%Unchanged
Kozak & Associates, Inc.21$3.24K0.00%00.0%Unchanged
Park Square Financial Group, LLC24$3.67K0.03%−126−84.0%Reduced
Raleigh Capital Management Inc.24$3.67K0.00%+24New
DecisionPoint Financial, LLC25$3.82K0.00%00.0%Unchanged
Evolution Wealth Management Inc.25$3.82K0.00%00.0%Unchanged
Stone House Investment Management, LLC27$4.07K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.27$4.14K0.00%00.0%Unchanged
Truvestments Capital LLC29$4.43K0.00%+29New
MidFirst Bank30$4.58K0.00%−260−89.7%Reduced
Delta Asset Management LLC30$4.58K0.00%+30New
Silicon Valley Capital Partners31$4.67K0.00%+31New
Thompson Investment Management, Inc.31$4.74K0.00%00.0%Unchanged
Paladin Partners, LLC31$4.74K0.00%00.0%Unchanged
Johnson Financial Group, Inc.33$5.04K0.00%00.0%Unchanged
TD Capital Management LLC33$5.04K0.00%00.0%Unchanged
Quent Capital, LLC36$5.50K0.00%00.0%Unchanged
Main Street Group, LTD36$5.50K0.00%+36New
Hughes Financial Services, LLC39$5.96K0.00%00.0%Unchanged
Ankerstar Wealth, LLC44$6.72K0.01%00.0%Unchanged
Keating Financial Advisory Services, Inc.45$6.87K0.00%−126−73.7%Reduced
Morse Asset Management, Inc45$6.87K0.00%−4−8.2%Reduced
Bradley & Co. Private Wealth Management, LLC45$6.87K0.00%00.0%Unchanged
Signature Resources Capital Management, LLC45$6.87K0.00%00.0%Unchanged
Godfrey Financial Associates, Inc.45$6.87K0.01%00.0%Unchanged
Rakuten Securities, Inc.47$7.18K0.00%−222−82.5%Reduced
Basepoint Wealth LLC49$7.49K0.00%−35−41.7%Reduced
Indiana Trust & Investment Management CO50$7.64K0.00%00.0%Unchanged
Dogwood Wealth Management LLC50$7.64K0.00%+28+127.3%Added
JDM Financial Group LLC51$7.79K0.00%+51New
Strive Financial Group ,LLC55$8.00K0.00%00.0%Unchanged
Fortitude Family Office, LLC53$8.10K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.56$8.55K0.00%00.0%Unchanged
Kingdom Financial Group LLC.56$8.63K0.00%+55+5,500.0%Added
Lloyd Advisory Services, LLC.56$8.63K0.00%+56New
Team Financial Group, LLC58$8.86K0.00%00.0%Unchanged
Creative Capital Management Investments LLC59$9.01K0.00%00.0%Unchanged
Acumen Wealth Advisors, LLC63$9.62K0.00%+28+80.0%Added
Burk Holdings LLC64$9.78K0.00%+64New
Boreal Capital Management LLC65$9.93K0.01%00.0%Unchanged
Robinswood Financial LLC66$10.1K0.00%00.0%Unchanged
Mascoma Wealth Management LLC67$10.2K0.00%00.0%Unchanged
Operose Advisors LLC71$10.8K0.00%+71New
Caitlin John, LLC71$10.9K0.01%+9+14.5%Added
Horizon Investments, LLC72$11.0K0.00%+56+350.0%Added
Toronto Dominion Bank75$11.0K0.00%−300−80.0%Reduced
Napier Financial, LLC74$11.3K0.00%+74New
Prudent Man Investment Management, Inc.84$11.6K0.00%00.0%Unchanged
Ninety One UK Ltd76$11.6K0.00%+24+46.2%Added
Beaird Harris Wealth Management, LLC78$11.9K0.00%00.0%Unchanged
Strategic Investment Solutions, Inc.80$12.2K0.00%00.0%Unchanged
Nemes Rush Group LLC80$12.2K0.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc83$12.7K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC86$13.1K0.00%−53−38.1%Reduced
Aventus Investment Advisors, Inc.90$13.7K0.01%00.0%Unchanged
E Fund Management (Hong Kong) Co., Ltd.90$13.7K0.01%+90New
FWL Investment Management, LLC91$13.9K0.00%+57+167.6%Added
New England Capital Financial Advisors LLC91$13.9K0.00%00.0%Unchanged
Gill Capital Partners, LLC92$14.1K0.00%+92New
Access Investment Management LLC93$14.2K0.00%00.0%Unchanged
American Capital Advisory, LLC96$14.7K0.01%+70+269.2%Added
First Community Trust NA98$15.0K0.01%00.0%Unchanged
Strengthening Families & Communities, LLC100$15.3K0.00%+100New
Webster Bank, N. A.100$15.3K0.00%−125−55.6%Reduced
Westend Capital Management, LLC100$15.3K0.00%00.0%Unchanged
Horrell Capital Management, Inc.100$15.3K0.01%00.0%Unchanged
West Branch Capital LLC100$15.3K0.00%00.0%Unchanged
Hamrick Investment Counsel, llc100$15.3K0.01%00.0%Unchanged
Midwest Capital Advisors, LLC100$15.3K0.01%+100New
TopTier Wealth Management, LLC100$15.3K0.01%+100New
3 Factor Indexing, LLC100$15.3K0.01%+100New
Mosley Wealth Management120$15.4K0.01%+120New
Abound Wealth Management103$15.7K0.00%−14−12.0%Reduced
Legacy Wealth Managment, LLC104$15.9K0.01%00.0%Unchanged
Asset Planning,Inc107$16.3K0.01%00.0%Unchanged
Darwin Advisors, LLC114$17.5K0.01%+2+1.8%Added
Armstrong Advisory Group, Inc116$17.7K0.00%00.0%Unchanged