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 |
|---|---|---|---|---|---|
| Geneos Wealth Management Inc. | 49,989 | $7.64M | 0.18% | −14,852−22.9% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 50,002 | $7.64M | 2.24% | +370+0.7% | Added |
| Cullen Investment Group, Ltd. | 50,305 | $7.68M | 1.01% | +17,408+52.9% | Added |
| First Manhattan Co | 50,553 | $7.72M | 0.02% | +4,647+10.1% | Added |
| Archford Capital Strategies, LLC | 50,600 | $7.73M | 0.88% | +3,928+8.4% | Added |
| Glassy Mountain Advisors, Inc. | 50,625 | $7.73M | 2.40% | +188+0.4% | Added |
| Fiduciary Trust Co | 51,557 | $7.88M | 0.09% | −4,061−7.3% | Reduced |
| Deutsche Bank AG | 52,244 | $7.98M | 0.00% | −526−1.0% | Reduced |
| Triasima Portfolio Management inc. | 52,470 | $8.01M | 1.21% | +2,295+4.6% | Added |
| Narwhal Capital Management | 52,668 | $8.05M | 0.59% | −1,144−2.1% | Reduced |
| Alliancebernstein L.P. | 58,580 | $8.08M | 0.00% | +47,267+417.8% | Added |
| Kestra Advisory Services, LLC | 53,072 | $8.11M | 0.03% | +5,716+12.1% | Added |
| China Universal Asset Management Co., Ltd. | 53,135 | $8.12M | 0.61% | +17,135+47.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 54,803 | $8.37M | 0.02% | +331+0.6% | Added |
| Boston Partners | 55,173 | $8.43M | 0.01% | +7,869+16.6% | Added |
| Advisors Capital Management, LLC | 55,225 | $8.44M | 0.10% | +208+0.4% | Added |
| Pinnacle Associates Ltd | 55,979 | $8.55M | 0.11% | −1,226−2.1% | Reduced |
| Federated Hermes, Inc. | 56,427 | $8.62M | 0.01% | −962−1.7% | Reduced |
| Brinker Capital Investments, LLC | 56,894 | $8.69M | 0.07% | +14,571+34.4% | Added |
| 1832 Asset Management L.P. | 56,957 | $8.70M | 0.01% | −2,382−4.0% | Reduced |
| Welch & Forbes LLC | 57,626 | $8.80M | 0.11% | −3,462−5.7% | Reduced |
| Bessemer Group Inc | 59,061 | $9.02M | 0.01% | +18,649+46.1% | Added |
| Brown Brothers Harriman & Co | 59,318 | $9.06M | 0.05% | +8,556+16.9% | Added |
| Susquehanna International Group, LLP | 60,281 | $9.21M | 0.01% | −35,284−36.9% | Reduced |
| XTX Topco Ltd | 60,566 | $9.25M | 0.16% | +44,077+267.3% | Added |
| Quadrant Capital Group LLC | 61,012 | $9.32M | 0.28% | +1,152+1.9% | Added |
| Atria Investments LLC | 62,456 | $9.54M | 0.11% | +4,190+7.2% | Added |
| Northwestern Mutual Wealth Management Co | 62,486 | $9.54M | 0.01% | −623−1.0% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 65,092 | $9.60M | 2.29% | −5,419−7.7% | Reduced |
| Glenmede Trust Co NA | 63,066 | $9.63M | 0.05% | +8,680+16.0% | Added |
| Tudor Investment Corp Et Al | 63,250 | $9.66M | 0.05% | +54,026+585.7% | Added |
| Keybank National Association | 63,679 | $9.73M | 0.04% | +10,666+20.1% | Added |
| Hantz Financial Services, Inc. | 66,346 | $10.1M | 0.15% | +9,876+17.5% | Added |
| SALT Holding Corp. | 66,844 | $10.2M | 6.27% | +66,844 | New |
| Baird Financial Group, Inc. | 67,212 | $10.3M | 0.02% | −1,173−1.7% | Reduced |
| Salem Investment Counselors Inc | 68,728 | $10.5M | 0.31% | +63,391+1,187.8% | Added |
| Empowered Funds, LLC | 68,854 | $10.5M | 0.07% | +8,329+13.8% | Added |
| Laird Norton Trust Company, LLC | 69,383 | $10.6M | 0.23% | +271+0.4% | Added |
| Camden National Bank | 70,211 | $10.7M | 1.45% | −658−0.9% | Reduced |
| Altrius Capital Management Inc | 70,631 | $10.8M | 2.15% | −4,292−5.7% | Reduced |
| Mengis Capital Management, Inc. | 70,648 | $10.8M | 1.86% | −100−0.1% | Reduced |
| Tweedy, Browne Co LLC | 71,305 | $10.9M | 0.87% | −3,600−4.8% | Reduced |
| Tower Bridge Advisors | 71,531 | $10.9M | 1.06% | +630+0.9% | Added |
| Clifford Swan Investment Counsel LLC | 72,551 | $11.1M | 0.38% | −998−1.4% | Reduced |
| Scotia Capital Inc. | 72,553 | $11.1M | 0.05% | +25,084+52.8% | Added |
| Reynders McVeigh Capital Management, LLC | 73,392 | $11.2M | 0.57% | −4,562−5.9% | Reduced |
| Live Oak Private Wealth LLC | 75,338 | $11.5M | 1.60% | −1,254−1.6% | Reduced |
| Gabelli Funds LLC | 75,500 | $11.5M | 0.08% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 74,666 | $11.6M | 0.03% | +45,644+157.3% | Added |
| GWM Advisors LLC | 75,954 | $11.6M | 0.04% | +414+0.5% | Added |
| Cohen Capital Management, Inc. | 76,849 | $11.7M | 1.82% | +236+0.3% | Added |
| Bartlett & Co. Wealth Management LLC | 83,279 | $12.0M | 0.15% | −1,220−1.4% | Reduced |
| Zevin Asset Management LLC | 79,087 | $12.1M | 1.67% | −1,895−2.3% | Reduced |
| CWM, LLC | 79,113 | $12.1M | 0.03% | −3,961−4.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 79,612 | $12.2M | 0.13% | −14,670−15.6% | Reduced |
| Eldred Rock Partners, LLC | 80,768 | $12.3M | 3.14% | −781−1.0% | Reduced |
| Investment House LLC | 81,783 | $12.5M | 0.65% | −65−0.1% | Reduced |
| Osterweis Capital Management Inc | – | $12.8M | 0.66% | – | – |
| CIBC World Markets Inc. | 84,313 | $12.9M | 0.02% | −444,250−84.0% | Reduced |
| Beacon Pointe Advisors, LLC | 84,517 | $12.9M | 0.07% | +17,935+26.9% | Added |
| Matthew Goff Investment Advisor, LLC | 84,606 | $12.9M | 2.20% | −1,249−1.5% | Reduced |
| Manning & Napier Advisors LLC | 84,943 | $13.0M | 0.18% | −909−1.1% | Reduced |
| Bahl & Gaynor Inc | 85,688 | $13.1M | 0.07% | −474−0.6% | Reduced |
| Sanctuary Advisors, LLC | 90,326 | $13.8M | 0.07% | −1,236−1.3% | Reduced |
| Tocqueville Asset Management L.P. | 91,898 | $14.0M | 0.21% | −22,937−20.0% | Reduced |
| United Capital Financial Advisers, LLC | 92,055 | $14.1M | 0.09% | +7,014+8.2% | Added |
| Optiver Holding B.V. | 92,638 | $14.2M | 0.54% | −58,952−38.9% | Reduced |
| American Assets Investment Management, LLC | 93,610 | $14.3M | 0.97% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 96,271 | $14.7M | 0.46% | +31,323+48.2% | Added |
| Allworth Financial LP | 96,473 | $14.7M | 0.06% | +3,448+3.7% | Added |
| First Fiduciary Investment Counsel, Inc. | 98,838 | $15.1M | 3.04% | −36,610−27.0% | Reduced |
| Nomura Holdings Inc | 99,013 | $15.1M | 0.13% | +99,013 | New |
| Ethic Inc. | 103,551 | $15.8M | 0.25% | +9,686+10.3% | Added |
| Ritholtz Wealth Management | 104,146 | $15.9M | 0.28% | +4,312+4.3% | Added |
| Allspring Global Investments Holdings, LLC | 102,595 | $15.9M | 0.03% | −3,445−3.2% | Reduced |
| Callan Family Office, LLC | 106,950 | $16.3M | 0.37% | +2,103+2.0% | Added |
| Cresset Asset Management, LLC | 107,430 | $16.4M | 0.07% | +598+0.6% | Added |
| Boston Common Asset Management, LLC | 108,116 | $16.5M | 1.06% | −5,150−4.5% | Reduced |
| Edgemoor Investment Advisors, Inc. | 108,581 | $16.6M | 1.31% | +251+0.2% | Added |
| Exencial Wealth Advisors, LLC | 108,594 | $16.6M | 0.52% | +13,096+13.7% | Added |
| Arrowstreet Capital, Limited Partnership | 108,597 | $16.6M | 0.01% | −679,380−86.2% | Reduced |
| Wilkins Investment Counsel Inc | 112,677 | $17.2M | 2.47% | −3,735−3.2% | Reduced |
| Russell Investments Group, Ltd. | 113,276 | $17.3M | 0.02% | +16,017+16.5% | Added |
| Invesco Ltd. | 113,344 | $17.3M | 0.00% | −62,333−35.5% | Reduced |
| Quadrature Capital Ltd | 114,289 | $17.5M | 0.21% | +69,220+153.6% | Added |
| Rockefeller Capital Management L.P. | 118,307 | $18.1M | 0.03% | +10,102+9.3% | Added |
| JustInvest LLC | 120,635 | $18.4M | 0.18% | −9,764−7.5% | Reduced |
| BNP Paribas Arbitrage, SA | 121,040 | $18.5M | 0.01% | +45,683+60.6% | Added |
| Capital Wealth Planning, LLC | 125,419 | $19.2M | 0.11% | −38,126−23.3% | Reduced |
| GW Henssler & Associates Ltd | 125,512 | $19.2M | 0.90% | −3,551−2.8% | Reduced |
| Blair William & Co | 126,421 | $19.3M | 0.06% | +45,143+55.5% | Added |
| UBS Asset Management Americas Inc | 126,885 | $19.4M | 0.00% | +104,729+472.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 147,794 | $20.7M | 0.05% | −38,612−20.7% | Reduced |
| Coleford Investment Management Ltd. | 135,620 | $20.7M | 5.08% | +1,945+1.5% | Added |
| Ingalls & Snyder LLC | 135,882 | $20.8M | 0.74% | +3,056+2.3% | Added |
| Pathstone Holdings, LLC | 136,897 | $20.9M | 0.08% | +18,106+15.2% | Added |
| Fiera Capital Corp | 139,111 | $21.2M | 0.07% | +14,744+11.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 139,562 | $21.3M | 0.06% | −202,974−59.3% | Reduced |
| Neuberger Berman Group LLC | 140,620 | $21.5M | 0.02% | +20,594+17.2% | Added |
| ProVise Management Group, LLC | 141,200 | $21.6M | 1.55% | −3,279−2.3% | Reduced |