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, 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
- 1,604
- +109 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
- 197
- 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 | 1,625 | $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, 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 |
|---|---|---|---|---|---|
| E&G Advisors, LP | 5,177 | $790.8K | 0.18% | −104−2.0% | Reduced |
| Circle Wealth Management, LLC | 5,196 | $793.7K | 0.01% | −134−2.5% | Reduced |
| Banco de Sabadell, S.A | 5,281 | $796.0K | 0.53% | −389−6.9% | Reduced |
| Alhambra Investment Partners LLC | 5,232 | $799.2K | 0.37% | −26−0.5% | Reduced |
| Benjamin Edwards Inc | 5,253 | $802.4K | 0.01% | +317+6.4% | Added |
| Kennebec Savings Bank | 5,253 | $802.4K | 0.72% | −63−1.2% | Reduced |
| Forza Wealth Management, LLC | 5,274 | $805.6K | 0.28% | 00.0% | Unchanged |
| Ariadne Wealth Management, LP | 5,319 | $812.5K | 0.36% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 5,322 | $813.0K | 0.05% | +272+5.4% | Added |
| IHT Wealth Management, LLC | 5,342 | $816.0K | 0.02% | +605+12.8% | Added |
| Summit Financial, LLC | 5,353 | $817.6K | 0.01% | +846+18.8% | Added |
| XML Financial, LLC | 5,376 | $821.2K | 0.07% | −110−2.0% | Reduced |
| Texas Bank & Trust Co | 5,378 | $821.5K | 0.31% | −1,205−18.3% | Reduced |
| Knightsbridge Asset Management, LLC | 5,383 | $822.2K | 0.11% | +1,059+24.5% | Added |
| JMN Financial LLC | 5,386 | $822.7K | 0.81% | −937−14.8% | Reduced |
| MB, Levis & Associates, LLC | 5,410 | $826.4K | 0.34% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 5,416 | $827.2K | 0.25% | +545+11.2% | Added |
| Diesslin Group, Inc. | 5,434 | $830.1K | 0.37% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 5,436 | $830.3K | 0.03% | +339+6.7% | Added |
| Simplicity Wealth,LLC | 5,440 | $830.9K | 0.05% | +303+5.9% | Added |
| Altus Wealth Group LLC | 5,458 | $833.7K | 0.34% | −40−0.7% | Reduced |
| Aureus Asset Management, LLC | 5,495 | $839.3K | 0.06% | +1,183+27.4% | Added |
| Twin City Private Wealth, LLC | 5,533 | $845.2K | 0.64% | −1,670−23.2% | Reduced |
| Penbrook Management LLC | 5,540 | $846.2K | 0.64% | −70−1.2% | Reduced |
| CVA Family Office, LLC | 5,542 | $846.5K | 0.09% | 00.0% | Unchanged |
| Diversified Trust Co | 5,554 | $848.4K | 0.02% | −101−1.8% | Reduced |
| Larry Mathis Financial Planning, LLC | 5,575 | $851.6K | 0.76% | −132−2.3% | Reduced |
| Parkside Financial Bank & Trust | 5,576 | $851.7K | 0.07% | +193+3.6% | Added |
| Centaurus Financial, Inc. | 5,594 | $854.0K | 0.04% | −727−11.5% | Reduced |
| Neville Rodie & Shaw Inc | 5,610 | $857.0K | 0.06% | −800−12.5% | Reduced |
| Credit Agricole S A | 5,636 | $860.9K | 0.00% | +5,636 | New |
| Pinnacle Wealth Planning Services, Inc. | 5,640 | $861.5K | 0.09% | +1,344+31.3% | Added |
| Davis Investment Partners, LLC | 5,658 | $864.3K | 0.31% | +5,658 | New |
| Radnor Capital Management, LLC | 5,725 | $874.5K | 0.13% | 00.0% | Unchanged |
| Steadtrust LLC | 5,767 | $880.9K | 0.50% | +25+0.4% | Added |
| First Citizens Bank & Trust Co | 5,780 | $882.9K | 0.02% | +414+7.7% | Added |
| NTV Asset Management LLC | 5,784 | $883.5K | 0.10% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 5,794 | $885.0K | 0.13% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 5,806 | $886.9K | 0.14% | +79+1.4% | Added |
| Fulton Bank, N.A. | 5,834 | $891.1K | 0.03% | −765−11.6% | Reduced |
| Goldstone Financial Group, LLC | 5,838 | $891.8K | 0.10% | −1,041−15.1% | Reduced |
| Bradyco, Inc. | 5,841 | $892.2K | 0.69% | 00.0% | Unchanged |
| Cypress Capital Group | 5,941 | $907.5K | 0.10% | −25−0.4% | Reduced |
| Kennedy Investment Group | 5,976 | $912.8K | 0.36% | −20.0% | Reduced |
| Peoples Bank | 5,990 | $915.0K | 0.92% | −40−0.7% | Reduced |
| WSFS Capital Management, LLC | 6,002 | $916.8K | 0.04% | −3,423−36.3% | Reduced |
| Dickmeyer Boyce Financial Management, Inc. | 6,007 | $917.6K | 0.54% | +6,007 | New |
| Keel Point, LLC | 6,015 | $918.8K | 0.06% | −2,066−25.6% | Reduced |
| Wealthspire Advisors, LLC | 6,035 | $921.8K | 0.01% | −221−3.5% | Reduced |
| Jeppson Wealth Management, LLC | 6,038 | $922.3K | 0.29% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 6,050 | $924.1K | 0.38% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 6,052 | $924.4K | 0.46% | +7+0.1% | Added |
| Meriwether Wealth & Planning, LLC | 6,073 | $927.7K | 0.51% | −3,436−36.1% | Reduced |
| Insigneo Advisory Services, LLC | 6,093 | $930.7K | 0.07% | +860+16.4% | Added |
| Trust Point Inc. | 6,112 | $933.6K | 0.08% | +616+11.2% | Added |
| Investment Research Partners LLC | 6,123 | $935.3K | 0.38% | −72−1.2% | Reduced |
| Motco | 6,145 | $938.6K | 0.09% | −74−1.2% | Reduced |
| Monticello Wealth Management, LLC | 6,153 | $939.9K | 0.06% | +247+4.2% | Added |
| Resonant Capital Advisors, LLC | 6,164 | $941.6K | 0.05% | +1,524+32.8% | Added |
| Bangor Savings Bank | 6,171 | $942.6K | 0.08% | −474−7.1% | Reduced |
| Arvest Bank Trust Division | 6,176 | $943.4K | 0.05% | +454+7.9% | Added |
| West Family Investments, Inc. | 6,203 | $947.5K | 0.33% | −6,519−51.2% | Reduced |
| North Star Asset Management Inc | 6,221 | $950.3K | 0.04% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 6,234 | $952.2K | 0.00% | −4,531−42.1% | Reduced |
| JNBA Financial Advisors | 6,249 | $954.5K | 0.08% | −225−3.5% | Reduced |
| Frec Markets, Inc. | 6,262 | $956.5K | 0.16% | +1,455+30.3% | Added |
| Gallacher Capital Management LLC | 6,273 | $958.2K | 0.37% | −104−1.6% | Reduced |
| Lee Danner & Bass Inc | 6,340 | $968.4K | 0.06% | −619−8.9% | Reduced |
| Gateway Investment Advisers LLC | 6,362 | $971.8K | 0.01% | +541+9.3% | Added |
| St Germain D J Co Inc | 6,392 | $976.4K | 0.04% | 00.0% | Unchanged |
| Private Trust Co NA | 6,394 | $976.7K | 0.09% | +108+1.7% | Added |
| Connable Office Inc | 6,401 | $977.8K | 0.10% | +6,401 | New |
| Sykon Capital LLC | 6,403 | $978.1K | 0.33% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 6,455 | $986.0K | 0.09% | −132−2.0% | Reduced |
| Joel Isaacson & Co., LLC | 6,486 | $990.7K | 0.03% | +44+0.7% | Added |
| Harrell Investment Partners, LLC | 6,490 | $991.4K | 0.24% | −150−2.3% | Reduced |
| EverSource Wealth Advisors, LLC | 6,504 | $993.5K | 0.03% | +2,681+70.1% | Added |
| Seeds Investor LLC | 6,503 | $997.4K | 0.14% | +533+8.9% | Added |
| Madson Wealth Advisors Inc | 6,559 | $1.00M | 0.83% | +6,559 | New |
| Marotta Asset Management | 6,491 | $1.01M | 0.19% | −30.0% | Reduced |
| Stephens Inc | 6,614 | $1.01M | 0.01% | +162+2.5% | Added |
| Mezzasalma Advisors, LLC | 6,658 | $1.02M | 0.26% | +297+4.7% | Added |
| TCG Advisory Services, LLC | 6,658 | $1.02M | 0.02% | +2,017+43.5% | Added |
| Umb Bank N A | 6,664 | $1.02M | 0.01% | −11−0.2% | Reduced |
| First Horizon Corp | 6,664 | $1.02M | 0.04% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 6,697 | $1.02M | 0.05% | +913+15.8% | Added |
| Gilliland Jeter Wealth Management LLC | 6,698 | $1.02M | 0.30% | −55−0.8% | Reduced |
| Lazard Asset Management LLC | 6,702 | $1.02M | 0.00% | −464−6.5% | Reduced |
| Southeast Asset Advisors Inc. | 6,716 | $1.03M | 0.11% | +225+3.5% | Added |
| Anchor Investment Management, LLC | 6,726 | $1.03M | 0.09% | 00.0% | Unchanged |
| Cypress Asset Management Inc | 6,760 | $1.03M | 0.24% | −75−1.1% | Reduced |
| Wedmont Private Capital | 6,692 | $1.03M | 0.03% | −724−9.8% | Reduced |
| AlphaCore Capital LLC | 6,770 | $1.03M | 0.02% | −15,065−69.0% | Reduced |
| Financial Engines Advisors L.L.C. | 6,772 | $1.03M | 0.00% | +98+1.5% | Added |
| StrongBox Wealth, LLC | 6,789 | $1.04M | 0.33% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,801 | $1.04M | 0.03% | +431+6.8% | Added |
| Hutner Capital Management Inc | 6,834 | $1.04M | 0.43% | +20.0% | Added |
| Romano Brothers and Company | 6,847 | $1.05M | 0.12% | +4+0.1% | Added |
| Kimelman & Baird, LLC | 6,850 | $1.05M | 0.09% | 00.0% | Unchanged |
| Central Trust Co | 6,929 | $1.06M | 0.02% | −61−0.9% | Reduced |