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 |
|---|---|---|---|---|---|
| Mosaic Financial Group, LLC | 14,986 | $2.29M | 1.62% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 15,083 | $2.30M | 0.24% | +15,083 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 15,247 | $2.33M | 0.03% | +4,174+37.7% | Added |
| Quadcap Wealth Management, LLC | 15,367 | $2.35M | 0.27% | −888−5.5% | Reduced |
| Headinvest, LLC | 15,725 | $2.40M | 0.49% | −607−3.7% | Reduced |
| Ativo Capital Management LLC | 15,831 | $2.42M | 2.10% | +3,187+25.2% | Added |
| Leo Wealth, LLC | 15,866 | $2.42M | 0.18% | −562−3.4% | Reduced |
| Ascent Wealth Partners, LLC | 15,898 | $2.43M | 0.28% | +242+1.5% | Added |
| Aptus Capital Advisors, LLC | 15,944 | $2.44M | 0.02% | +8+0.1% | Added |
| Empire Financial Management Company, LLC | 15,997 | $2.44M | 0.55% | −487−3.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 16,147 | $2.47M | 0.03% | −682−4.1% | Reduced |
| Dorsey Wright & Associates | 16,264 | $2.48M | 0.31% | +16,264 | New |
| Parallel Advisors, LLC | 16,366 | $2.50M | 0.05% | +3,742+29.6% | Added |
| Palisade Asset Management, LLC | 16,409 | $2.51M | 0.25% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 16,432 | $2.51M | 0.14% | +96+0.6% | Added |
| Venturi Wealth Management, LLC | 16,503 | $2.52M | 0.11% | +1,425+9.5% | Added |
| BTC Capital Management, Inc. | 16,540 | $2.53M | 0.17% | −838−4.8% | Reduced |
| IAM Advisory, LLC | 16,567 | $2.53M | 0.57% | +366+2.3% | Added |
| Strategic Global Advisors, LLC | 16,592 | $2.53M | 0.41% | +1,719+11.6% | Added |
| Dynamic Advisor Solutions LLC | 16,614 | $2.54M | 0.08% | +59+0.4% | Added |
| Abundance Wealth Counselors | 16,796 | $2.57M | 0.37% | −131−0.8% | Reduced |
| Optimist Retirement Group LLC | 16,798 | $2.57M | 1.13% | −2,181−11.5% | Reduced |
| Jamison Private Wealth Management, Inc. | 16,871 | $2.58M | 0.31% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 16,884 | $2.58M | 0.23% | −12,659−42.8% | Reduced |
| Rothschild Investment LLC | 16,889 | $2.58M | 0.13% | +106+0.6% | Added |
| FSB Premier Wealth Management, Inc. | 16,970 | $2.59M | 0.81% | −249−1.4% | Reduced |
| Marshall Financial Group LLC | 16,986 | $2.59M | 0.42% | +127+0.8% | Added |
| Patten Group, Inc. | 17,026 | $2.60M | 0.45% | −108−0.6% | Reduced |
| Smartleaf Asset Management LLC | 17,483 | $2.63M | 0.09% | +1,168+7.2% | Added |
| Nichols & Pratt Advisers LLP | 17,247 | $2.63M | 0.17% | −100−0.6% | Reduced |
| Warren Averett Asset Management, LLC | 17,301 | $2.64M | 0.02% | +1,654+10.6% | Added |
| Level Four Advisory Services, LLC | 17,332 | $2.65M | 0.09% | −887−4.9% | Reduced |
| Checchi Capital Advisers, LLC | 17,348 | $2.65M | 0.18% | −409−2.3% | Reduced |
| Everett Harris & Co | 17,363 | $2.65M | 0.03% | −2,000−10.3% | Reduced |
| Benedict Financial Advisors Inc | 17,366 | $2.65M | 0.55% | −112−0.6% | Reduced |
| Bradley Foster & Sargent Inc | 17,635 | $2.69M | 0.04% | −451−2.5% | Reduced |
| Lester Murray Antman dba SimplyRich | 17,763 | $2.71M | 0.69% | −70.0% | Reduced |
| Independent Investors Inc | 17,900 | $2.73M | 0.54% | 00.0% | Unchanged |
| Abbot Financial Management, Inc. | 17,906 | $2.74M | 1.16% | −251−1.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 18,309 | $2.80M | 0.02% | −3,127−14.6% | Reduced |
| HB Wealth Management, LLC | 18,312 | $2.80M | 0.02% | +950+5.5% | Added |
| Abacus Wealth Partners, LLC | 18,370 | $2.81M | 0.26% | +276+1.5% | Added |
| Acadian Asset Management LLC | 18,704 | $2.86M | 0.00% | +25+0.1% | Added |
| Beutel, Goodman & Co Ltd. | 18,824 | $2.88M | 0.02% | +169+0.9% | Added |
| Coldstream Capital Management Inc | 18,910 | $2.89M | 0.04% | +5,586+41.9% | Added |
| Trust Co of Toledo NA | 19,091 | $2.92M | 0.28% | +135+0.7% | Added |
| Fairfield, Bush & Co. | 19,344 | $2.95M | 1.64% | −2,269−10.5% | Reduced |
| Equitable Trust Co | 19,608 | $3.00M | 0.14% | +17,417+794.9% | Added |
| Yousif Capital Management, LLC | 19,934 | $3.04M | 0.04% | −2,780−12.2% | Reduced |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 20,000 | $3.06M | 0.67% | +20,000 | New |
| Marietta Investment Partners LLC | 20,019 | $3.06M | 0.61% | +1,782+9.8% | Added |
| Snowden Capital Advisors LLC | 20,107 | $3.07M | 0.08% | +7,751+62.7% | Added |
| Coastline Trust Co | 20,341 | $3.11M | 0.31% | −70−0.3% | Reduced |
| Beacon Financial Group | 20,498 | $3.13M | 0.31% | +245+1.2% | Added |
| Cascade Investment Advisors, Inc. | 20,510 | $3.13M | 1.85% | −545−2.6% | Reduced |
| Great Valley Advisor Group, Inc. | 20,582 | $3.14M | 0.06% | −18,369−47.2% | Reduced |
| Perigon Wealth Management, LLC | 20,665 | $3.16M | 0.06% | +165+0.8% | Added |
| Pinnacle Financial Partners, Inc. | 20,754 | $3.17M | 0.02% | −483−2.3% | Reduced |
| Summit Trail Advisors, LLC | 20,845 | $3.18M | 0.05% | +16,957+436.1% | Added |
| Old Port Advisors | 21,101 | $3.22M | 0.74% | +109+0.5% | Added |
| DGS Capital Management, LLC | 21,135 | $3.23M | 0.53% | +276+1.3% | Added |
| University of Texas/Texas Am Investment Managment Co | 21,341 | $3.26M | 0.47% | +17,470+451.3% | Added |
| Kathmere Capital Management, LLC | 21,586 | $3.30M | 0.20% | +1,661+8.3% | Added |
| Parr McKnight Wealth Management Group, LLC | 21,970 | $3.36M | 0.44% | −784−3.4% | Reduced |
| Foster & Motley Inc | 22,113 | $3.38M | 0.17% | +58+0.3% | Added |
| Savant Capital, LLC | 22,246 | $3.40M | 0.02% | +2,264+11.3% | Added |
| Tealwood Asset Management Inc | 22,362 | $3.42M | 1.55% | −453−2.0% | Reduced |
| Evolve Private Wealth, LLC | 22,574 | $3.45M | 0.18% | +2,069+10.1% | Added |
| Integrated Wealth Concepts LLC | 22,643 | $3.46M | 0.03% | +12,437+121.9% | Added |
| Fca Corp | 22,851 | $3.49M | 0.99% | +239+1.1% | Added |
| Cloverfields Capital Group, LP | 22,888 | $3.50M | 1.13% | −843−3.6% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 22,931 | $3.50M | 1.42% | +582+2.6% | Added |
| Ashton Thomas Securities, LLC | 22,962 | $3.51M | 0.44% | +22,962 | New |
| Hall Laurie J Trustee | 23,197 | $3.54M | 1.25% | −925−3.8% | Reduced |
| Patten & Patten Inc | 23,394 | $3.57M | 0.22% | −300−1.3% | Reduced |
| Advisors Asset Management, Inc. | 23,610 | $3.61M | 0.06% | +2,827+13.6% | Added |
| Shrier Wealth Management, LLC | 23,701 | $3.62M | 1.32% | −376−1.6% | Reduced |
| Third View Private Wealth, LLC | 23,830 | $3.64M | 0.50% | +1,446+6.5% | Added |
| Oppenheimer & Co Inc | 23,915 | $3.65M | 0.04% | +1,689+7.6% | Added |
| AMG National Trust Bank | 24,066 | $3.68M | 0.08% | +1,176+5.1% | Added |
| Aaron Wealth Advisors | 24,095 | $3.68M | 0.21% | +4,376+22.2% | Added |
| Blue Square Asset Management, LLC | 24,128 | $3.69M | 1.75% | +315+1.3% | Added |
| Peapack Gladstone Financial Corp | 24,302 | $3.71M | 0.05% | +23+0.1% | Added |
| apricus wealth, LLC | 24,423 | $3.73M | 1.82% | −250−1.0% | Reduced |
| Diamond Hill Capital Management Inc | 24,822 | $3.79M | 0.02% | 00.0% | Unchanged |
| HRT Financial LP | 24,886 | $3.80M | 0.01% | −132,775−84.2% | Reduced |
| Kestra Private Wealth Services, LLC | 25,287 | $3.86M | 0.05% | −2,622−9.4% | Reduced |
| Telos Capital Management, Inc. | 25,703 | $3.93M | 0.38% | −590−2.2% | Reduced |
| Albert D Mason Inc | 25,727 | $3.93M | 2.54% | +140+0.5% | Added |
| Equitable Holdings, Inc. | 26,574 | $3.97M | 0.03% | +23,071+658.6% | Added |
| Naples Global Advisors, LLC | 26,187 | $4.00M | 0.29% | +57+0.2% | Added |
| Americana Partners, LLC | 26,190 | $4.00M | 0.10% | +1,226+4.9% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 26,275 | $4.01M | 1.28% | −130.0% | Reduced |
| Trustmark National Bank Trust Department | 26,388 | $4.03M | 0.26% | −448−1.7% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 26,795 | $4.09M | 2.32% | −100−0.4% | Reduced |
| EagleClaw Capital Managment, LLC | 26,836 | $4.10M | 0.57% | −846−3.1% | Reduced |
| Arjuna Capital | 27,009 | $4.13M | 1.05% | +2,304+9.3% | Added |
| CWA Asset Management Group, LLC | 27,044 | $4.13M | 0.14% | −169−0.6% | Reduced |
| Atlantic Union Bankshares Corp | 27,090 | $4.14M | 0.08% | −1,153−4.1% | Reduced |
| Woodmont Investment Counsel LLC | 27,201 | $4.15M | 0.26% | −642−2.3% | Reduced |