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 |
|---|---|---|---|---|---|
| Bridgewater Advisors Inc. | 10,249 | $1.53M | 0.09% | −870−7.8% | Reduced |
| Mather Group, LLC. | 10,149 | $1.55M | 0.02% | +29+0.3% | Added |
| AE Wealth Management LLC | 10,249 | $1.57M | 0.01% | +605+6.3% | Added |
| Versant Capital Management, Inc | 10,270 | $1.57M | 0.15% | +1,756+20.6% | Added |
| Foyston, Gordon, & Payne Inc | 10,331 | $1.58M | 0.36% | +135+1.3% | Added |
| Public Employees Retirement System of Ohio | 10,412 | $1.59M | 0.01% | −87,109−89.3% | Reduced |
| Somerville Kurt F | 10,438 | $1.59M | 0.42% | −540−4.9% | Reduced |
| Holderness Investments Co | 10,458 | $1.60M | 0.32% | 00.0% | Unchanged |
| Stonebridge Capital Management Inc | 10,533 | $1.61M | 0.73% | +10,533 | New |
| Portside Wealth Group, LLC | 10,552 | $1.61M | 0.22% | +2,946+38.7% | Added |
| Walsky Investment Management, Inc. | 10,572 | $1.61M | 1.65% | +470+4.7% | Added |
| Smart Money Group LLC | 10,591 | $1.62M | 0.47% | +780+8.0% | Added |
| Mission Wealth Management, LP | 10,604 | $1.62M | 0.03% | −316−2.9% | Reduced |
| Boston Family Office LLC | 10,627 | $1.62M | 0.11% | +592+5.9% | Added |
| GeoWealth Management, LLC | 10,643 | $1.63M | 0.06% | +139+1.3% | Added |
| Drexel Morgan & Co. | 10,720 | $1.64M | 0.24% | 00.0% | Unchanged |
| Solutions 4 Wealth, Ltd | 10,730 | $1.64M | 2.47% | −2,484−18.8% | Reduced |
| Ar Asset Management Inc | 10,750 | $1.64M | 0.32% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 10,767 | $1.64M | 0.10% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 10,778 | $1.65M | 0.06% | +201+1.9% | Added |
| Apollon Wealth Management, LLC | 10,794 | $1.65M | 0.03% | +343+3.3% | Added |
| Advisory Resource Group | 10,826 | $1.65M | 0.28% | −630−5.5% | Reduced |
| Basecamp Wealth Advisors LLC | 10,959 | $1.67M | 0.35% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 10,991 | $1.68M | 0.02% | −403−3.5% | Reduced |
| CMH Wealth Management LLC | 11,053 | $1.69M | 0.29% | +11,053 | New |
| Kentucky Trust Co | 11,137 | $1.70M | 0.89% | −1,000−8.2% | Reduced |
| Sagespring Wealth Partners, LLC | 11,162 | $1.71M | 0.03% | +710+6.8% | Added |
| Opal Capital LLC | 11,175 | $1.71M | 0.30% | +1,214+12.2% | Added |
| TrueMark Investments, LLC | 11,175 | $1.71M | 0.33% | +1,375+14.0% | Added |
| Williams Jones Wealth Management, LLC. | 11,225 | $1.71M | 0.02% | +117+1.1% | Added |
| Brookstone Capital Management | 11,292 | $1.72M | 0.02% | −805−6.7% | Reduced |
| Greenwich Wealth Management LLC | 11,294 | $1.73M | 0.07% | −18−0.2% | Reduced |
| Trust Co of Oklahoma | 11,327 | $1.73M | 0.50% | −153−1.3% | Reduced |
| Guggenheim Capital LLC | 11,333 | $1.73M | 0.01% | −333−2.9% | Reduced |
| Intrust Bank NA | 11,348 | $1.73M | 0.14% | +438+4.0% | Added |
| Ashton Thomas Private Wealth, LLC | 11,411 | $1.74M | 0.04% | +961+9.2% | Added |
| Savvy Advisors, Inc. | 11,436 | $1.75M | 0.05% | −131−1.1% | Reduced |
| Frank, Rimerman Advisors LLC | 11,444 | $1.75M | 0.11% | +176+1.6% | Added |
| Glass Wealth Management Co LLC | 11,730 | $1.79M | 0.69% | +45+0.4% | Added |
| Kingsview Wealth Management, LLC | 11,769 | $1.80M | 0.02% | +3,788+47.5% | Added |
| Parsons Capital Management Inc | 11,800 | $1.80M | 0.08% | −1,967−14.3% | Reduced |
| Personal Cfo Solutions, LLC | 11,831 | $1.81M | 0.25% | +8,720+280.3% | Added |
| Carnegie Capital Asset Management, LLC | 11,859 | $1.81M | 0.04% | −575−4.6% | Reduced |
| Ellevest, Inc. | 11,912 | $1.82M | 0.25% | +1,995+20.1% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 12,000 | $1.83M | 0.10% | 00.0% | Unchanged |
| HF Advisory Group, LLC | 12,014 | $1.84M | 0.63% | +113+0.9% | Added |
| Dynasty Wealth Management, LLC | 12,115 | $1.85M | 0.02% | −94−0.8% | Reduced |
| Value Partners Investments Inc. | 12,121 | $1.85M | 0.14% | +1,111+10.1% | Added |
| Silvercrest Asset Management Group LLC | 12,125 | $1.85M | 0.01% | −900−6.9% | Reduced |
| Bryn Mawr Trust Co | 12,207 | $1.86M | 0.04% | −1,313−9.7% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 12,225 | $1.87M | 0.05% | +152+1.3% | Added |
| Physicians Financial Services, Inc. | 12,284 | $1.88M | 0.51% | 00.0% | Unchanged |
| Henshaw Capital LLC | 12,295 | $1.88M | 0.07% | +7,430+152.7% | Added |
| Entropy Technologies, LP | 12,359 | $1.89M | 0.09% | +12,359 | New |
| Plancorp, LLC | 12,291 | $1.89M | 0.05% | +30.0% | Added |
| Voya Financial Advisors, Inc. | 12,813 | $1.90M | 0.19% | −1,264−9.0% | Reduced |
| CSM Advisors, LLC | 12,475 | $1.91M | 0.05% | −372−2.9% | Reduced |
| Roberts Glore & Co Inc | 12,568 | $1.92M | 0.53% | −205−1.6% | Reduced |
| First Affirmative Financial Network | 12,575 | $1.92M | 0.75% | +12,575 | New |
| Advisors Management Group Inc | 12,613 | $1.93M | 0.35% | −1,705−11.9% | Reduced |
| PCM Encore, LLC | 12,612 | $1.93M | 0.40% | +739+6.2% | Added |
| Arnhold LLC | 12,636 | $1.93M | 0.14% | 00.0% | Unchanged |
| Cornerstone Planning, LLC | 12,659 | $1.93M | 0.44% | +12,659 | New |
| Adviser Investments LLC | 12,763 | $1.95M | 0.02% | +2,608+25.7% | Added |
| OpenArc Corporate Advisory, LLC | 12,778 | $1.95M | 0.03% | +3,290+34.7% | Added |
| Boit C F David | 12,800 | $1.96M | 0.87% | 00.0% | Unchanged |
| HM Payson & Co | 12,837 | $1.96M | 0.03% | −223−1.7% | Reduced |
| Compass Wealth Management LLC | 12,847 | $1.96M | 0.49% | −100−0.8% | Reduced |
| Johnson Investment Counsel Inc | 12,889 | $1.97M | 0.02% | −2,077−13.9% | Reduced |
| Sepio Capital, LP | 12,993 | $1.98M | 0.11% | −1,034−7.4% | Reduced |
| Bailard, Inc. | 13,282 | $2.03M | 0.05% | −1,144−7.9% | Reduced |
| Ascent Group, LLC | 13,293 | $2.03M | 0.07% | +173+1.3% | Added |
| GAMMA Investing LLC | 13,308 | $2.03M | 0.09% | +1,205+10.0% | Added |
| AIMZ Investment Advisors, LLC | 13,334 | $2.04M | 0.63% | +60.0% | Added |
| Kahn Brothers Group Inc | 13,386 | $2.04M | 0.36% | −292−2.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 13,307 | $2.05M | 0.06% | −5,815−30.4% | Reduced |
| Sterling Capital Management LLC | 13,491 | $2.06M | 0.04% | −10.0% | Reduced |
| Capital Financial Group Inc | 13,503 | $2.06M | 1.13% | −46−0.3% | Reduced |
| V-Square Quantitative Management LLC | 13,520 | $2.07M | 0.22% | +1,040+8.3% | Added |
| Fort Sheridan Advisors LLC | 13,529 | $2.07M | 0.25% | +3,624+36.6% | Added |
| Denali Advisors LLC | 13,593 | $2.08M | 0.23% | −50.0% | Reduced |
| Walleye Capital LLC | 13,734 | $2.10M | 0.01% | +13,733+1,373,300.0% | Added |
| TD Private Client Wealth LLC | 13,748 | $2.10M | 0.04% | −2,548−15.6% | Reduced |
| Lowe Brockenbrough & Co Inc | 13,766 | $2.10M | 0.10% | −352−2.5% | Reduced |
| Gibbs Wealth Management | 13,783 | $2.11M | 0.28% | +10,592+331.9% | Added |
| Ipswich Investment Management Co., Inc. | 13,835 | $2.11M | 0.50% | −3,272−19.1% | Reduced |
| Marco Investment Management LLC | 13,875 | $2.12M | 0.16% | −145−1.0% | Reduced |
| Northstar Asset Management LLC | 13,875 | $2.12M | 0.48% | −50−0.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 13,896 | $2.12M | 0.05% | −1,163−7.7% | Reduced |
| Squarepoint Ops LLC | 13,963 | $2.13M | 0.00% | −21,494−60.6% | Reduced |
| Csenge Advisory Group | 14,137 | $2.16M | 0.10% | −16,127−53.3% | Reduced |
| Park National Corp | 14,163 | $2.16M | 0.07% | +1,183+9.1% | Added |
| Regions Financial Corp | 14,390 | $2.20M | 0.01% | −1,986−12.1% | Reduced |
| Greenleaf Trust | 14,482 | $2.21M | 0.02% | +58+0.4% | Added |
| Abel Hall, LLC | 14,499 | $2.21M | 0.47% | +2,083+16.8% | Added |
| New Vernon Capital Holdings II LLC | 14,733 | $2.25M | 1.66% | −2,178−12.9% | Reduced |
| Concurrent Investment Advisors, LLC | 14,833 | $2.27M | 0.02% | +18+0.1% | Added |
| Highland Capital Management, LLC | 14,947 | $2.28M | 0.12% | +1,803+13.7% | Added |
| Baker Ellis Asset Management LLC | 14,950 | $2.28M | 0.27% | −300−2.0% | Reduced |
| Altman Advisors, Inc. | 14,971 | $2.29M | 0.95% | −2,141−12.5% | Reduced |