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 |
|---|---|---|---|---|---|
| South State Corp. | 7,022 | $1.07M | 0.05% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 7,098 | $1.08M | 0.00% | +7,098 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,998 | $1.08M | 0.01% | +22+0.3% | Added |
| Keystone Financial Services | 7,059 | $1.08M | 0.32% | −849−10.7% | Reduced |
| St. Clair Advisors, LLC | 7,092 | $1.08M | 0.29% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 7,122 | $1.09M | 0.01% | +707+11.0% | Added |
| Applied Finance Capital Management, LLC | 7,171 | $1.10M | 0.08% | −181−2.5% | Reduced |
| New Hampshire Trust | 7,174 | $1.10M | 0.22% | −1,048−12.7% | Reduced |
| Associated Banc-Corp | 7,274 | $1.11M | 0.03% | −12−0.2% | Reduced |
| Chilton Capital Management LLC | 7,292 | $1.11M | 0.04% | −597−7.6% | Reduced |
| Castlekeep Investment Advisors LLC | 7,293 | $1.11M | 0.60% | −281−3.7% | Reduced |
| Diversify Wealth Management, LLC | 7,856 | $1.12M | 0.02% | +7,856 | New |
| Sowell Financial Services LLC | 7,353 | $1.12M | 0.04% | +137+1.9% | Added |
| Bridgefront Capital, LLC | 7,404 | $1.13M | 0.28% | +7,404 | New |
| SevenBridge Financial Group, LLC | 7,724 | $1.14M | 0.18% | −155−2.0% | Reduced |
| Kennon-Green & Company, LLC | 7,457 | $1.14M | 0.93% | −50−0.7% | Reduced |
| Barclays PLC | 7,473 | $1.14M | 0.00% | +7,064+1,727.1% | Added |
| Gladstone Institutional Advisory LLC | 7,484 | $1.14M | 0.04% | −1,315−14.9% | Reduced |
| Ruggaard & Associates LLC | 7,542 | $1.15M | 0.46% | −93−1.2% | Reduced |
| Minot DeBlois Advisors LLC | 7,556 | $1.15M | 1.05% | −409−5.1% | Reduced |
| Brighton Jones LLC | 7,581 | $1.16M | 0.03% | +7,581 | New |
| Rational Advisors LLC | 7,594 | $1.16M | 0.12% | +408+5.7% | Added |
| FRG Family Wealth Advisors LLC | 7,605 | $1.16M | 0.19% | −2,613−25.6% | Reduced |
| Sage Rhino Capital LLC | 7,646 | $1.17M | 0.22% | +26+0.3% | Added |
| Harbour Trust & Investment Management Co | 7,669 | $1.17M | 0.12% | −50−0.6% | Reduced |
| AdvisorShares Investments LLC | 7,810 | $1.19M | 0.22% | +7,810 | New |
| Valley National Advisers Inc | 7,859 | $1.20M | 0.16% | −30−0.4% | Reduced |
| Montag A & Associates Inc | 7,861 | $1.20M | 0.06% | +215+2.8% | Added |
| Beverly Hills Private Wealth, LLC | 7,871 | $1.20M | 0.20% | +410+5.5% | Added |
| Lantz Financial LLC | 7,900 | $1.21M | 0.25% | +1,358+20.8% | Added |
| Five Oceans Advisors | 7,908 | $1.21M | 0.44% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 7,977 | $1.22M | 0.01% | −825−9.4% | Reduced |
| Delphi Management Inc | 7,988 | $1.22M | 1.46% | −3,735−31.9% | Reduced |
| Unique Wealth Strategies, LLC | 7,992 | $1.22M | 0.50% | −2,454−23.5% | Reduced |
| Valeo Financial Advisors, LLC | 8,002 | $1.22M | 0.03% | −2,846−26.2% | Reduced |
| RD Lewis Holdings, Inc. | 7,916 | $1.23M | 1.06% | −75−0.9% | Reduced |
| Independence Bank of Kentucky | 8,082 | $1.23M | 0.16% | −153−1.9% | Reduced |
| Allianz Asset Management GmbH | 8,100 | $1.24M | 0.00% | +2,900+55.8% | Added |
| Guardian Partners Inc. | 8,091 | $1.24M | 0.10% | −49−0.6% | Reduced |
| Independent Advisor Alliance | 8,153 | $1.25M | 0.01% | +307+3.9% | Added |
| Jacobi Capital Management LLC | 8,167 | $1.25M | 0.07% | +308+3.9% | Added |
| Simmons Bank | 8,233 | $1.26M | 0.08% | −80−1.0% | Reduced |
| Aprio Wealth Management, LLC | 8,267 | $1.26M | 0.07% | +966+13.2% | Added |
| YANKCOM Partnership | 8,313 | $1.27M | 0.52% | −186−2.2% | Reduced |
| Sittner & Nelson, LLC | 8,316 | $1.27M | 0.46% | −150−1.8% | Reduced |
| Eastern Bank | 8,353 | $1.28M | 0.02% | −301−3.5% | Reduced |
| Northcape Wealth Management, LLC | 8,370 | $1.28M | 0.35% | 00.0% | Unchanged |
| Chicago Trust Co NA | 8,415 | $1.29M | 0.21% | +201+2.4% | Added |
| Stratos Wealth Advisors, LLC | 8,428 | $1.29M | 0.08% | +7+0.1% | Added |
| Kensington Investment Counsel, LLC | 8,470 | $1.29M | 0.62% | −277−3.2% | Reduced |
| Resources Investment Advisors, LLC. | 8,595 | $1.31M | 0.01% | +755+9.6% | Added |
| Retirement Guys Formula LLC | 8,615 | $1.32M | 0.61% | −1,040−10.8% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 8,623 | $1.32M | 0.01% | +8,623 | New |
| Mesirow Financial Investment Management, Inc. | 8,660 | $1.32M | 0.02% | +4,041+87.5% | Added |
| Sivia Capital Partners, LLC | 8,726 | $1.33M | 0.26% | −4,869−35.8% | Reduced |
| Mayflower Financial Advisors, LLC | 8,726 | $1.33M | 0.16% | −1,644−15.9% | Reduced |
| XY Capital Ltd | 8,770 | $1.34M | 1.47% | +5,970+213.2% | Added |
| Fifth Third Wealth Advisors LLC | 8,801 | $1.34M | 0.05% | +126+1.5% | Added |
| Shelton Capital Management | 8,868 | $1.35M | 0.03% | −479−5.1% | Reduced |
| Beaton Management Co. Inc. | 8,873 | $1.35M | 0.60% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 8,890 | $1.36M | 0.00% | +116+1.3% | Added |
| Meridian Wealth Management, LLC | 8,929 | $1.36M | 0.05% | +132+1.5% | Added |
| Cambridge Advisors Inc. | 8,975 | $1.37M | 0.27% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 8,983 | $1.37M | 0.12% | −3,016−25.1% | Reduced |
| May Hill Capital, LLC | 9,019 | $1.38M | 0.35% | +1,404+18.4% | Added |
| Elser Financial Planning, Inc | 8,978 | $1.38M | 0.07% | +8,978 | New |
| Essex Financial Services, Inc. | 9,073 | $1.39M | 0.08% | +152+1.7% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 9,074 | $1.39M | 0.01% | +1,032+12.8% | Added |
| Transcend Wealth Collective, LLC | 9,093 | $1.39M | 0.11% | −134−1.5% | Reduced |
| 1620 Investment Advisors, Inc. | 9,094 | $1.39M | 0.94% | +60+0.7% | Added |
| KCM Investment Advisors LLC | 9,098 | $1.39M | 0.05% | −61−0.7% | Reduced |
| Avidian Wealth Solutions, LLC | 9,143 | $1.40M | 0.04% | +1,331+17.0% | Added |
| Mystic Asset Management, Inc. | 9,169 | $1.40M | 0.32% | −100−1.1% | Reduced |
| LCNB Corp | 9,248 | $1.41M | 0.47% | +42+0.5% | Added |
| Axxcess Wealth Management, LLC | 9,315 | $1.42M | 0.05% | −242−2.5% | Reduced |
| Novem Group | 9,342 | $1.43M | 0.16% | −583−5.9% | Reduced |
| Becker Capital Management Inc | 9,357 | $1.43M | 0.04% | −84−0.9% | Reduced |
| Welch Group, LLC | 9,466 | $1.45M | 0.05% | −190−2.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 9,467 | $1.45M | 0.02% | −55−0.6% | Reduced |
| Venture Visionary Partners LLC | 9,487 | $1.45M | 0.05% | −316−3.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,513 | $1.45M | 0.03% | +1,137+13.6% | Added |
| Crux Wealth Advisors | 9,513 | $1.45M | 0.56% | −1,216−11.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 9,519 | $1.45M | 0.01% | +9,519 | New |
| Modern Wealth Management, LLC | 9,378 | $1.45M | 0.02% | −663−6.6% | Reduced |
| PDS Planning, Inc | 9,528 | $1.46M | 0.10% | +30.0% | Added |
| WealthPlan Investment Management, LLC | 9,594 | $1.47M | 0.08% | −6,636−40.9% | Reduced |
| DV Trading LLC | 9,668 | $1.48M | 0.13% | +9,668 | New |
| Qtron Investments LLC | 9,702 | $1.48M | 0.20% | +5+0.1% | Added |
| Nicholas Hoffman & Company, LLC. | 9,716 | $1.48M | 0.03% | +14+0.1% | Added |
| Stratos Wealth Partners, LTD. | 9,719 | $1.48M | 0.02% | +133+1.4% | Added |
| Harbour Investments, Inc. | 9,799 | $1.50M | 0.02% | +2,402+32.5% | Added |
| Douglass Winthrop Advisors, LLC | 9,838 | $1.50M | 0.03% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 9,863 | $1.51M | 0.07% | 00.0% | Unchanged |
| Old National Bancorp | 9,864 | $1.51M | 0.03% | +51+0.5% | Added |
| Berkeley Capital Partners, LLC | 9,899 | $1.51M | 0.35% | +7,515+315.2% | Added |
| Flputnam Investment Management Co | 9,937 | $1.52M | 0.02% | −1,080−9.8% | Reduced |
| Agate Pass Investment Management, LLC | 9,950 | $1.52M | 0.59% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 9,953 | $1.52M | 0.02% | +4,343+77.4% | Added |
| Osprey Private Wealth LLC | 10,000 | $1.53M | 0.44% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 10,027 | $1.53M | 0.05% | −1,216−10.8% | Reduced |