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 |
|---|---|---|---|---|---|
| Wiley Bros.-Aintree Capital, LLC | 142,824 | $21.8M | 0.11% | +9,557+7.2% | Added |
| Douglas Lane & Associates, LLC | 145,118 | $22.2M | 0.32% | −5,911−3.9% | Reduced |
| QRG Capital Management, Inc. | 150,844 | $23.0M | 0.24% | +17,731+13.3% | Added |
| Oak Associates, Ltd | 156,362 | $23.9M | 1.61% | −633−0.4% | Reduced |
| Commonwealth Equity Services, LLC | 156,615 | $23.9M | 0.03% | −11,771−7.0% | Reduced |
| Grandfield & Dodd, LLC | 156,906 | $24.0M | 1.35% | +1,558+1.0% | Added |
| Mercer Global Advisors Inc | 160,764 | $24.6M | 0.04% | +4,606+2.9% | Added |
| Captrust Financial Advisors | 161,008 | $24.6M | 0.04% | −244−0.2% | Reduced |
| Martin Investment Management, LLC | 162,204 | $24.8M | 7.42% | −49,300−23.3% | Reduced |
| Parkwood LLC | 163,364 | $25.0M | 2.21% | +16,104+10.9% | Added |
| Managed Asset Portfolios, LLC | 164,288 | $25.1M | 3.01% | −34,348−17.3% | Reduced |
| Advisor Group Holdings, Inc. | 169,012 | $25.8M | 0.04% | +2,288+1.4% | Added |
| Foresight Global Investors, Inc. | 172,053 | $26.3M | 17.06% | −300.0% | Reduced |
| Qube Research & Technologies Ltd | 173,137 | $26.4M | 0.04% | +54,510+46.0% | Added |
| M&T Bank Corp | 174,095 | $26.6M | 0.09% | +20,511+13.4% | Added |
| New York State Common Retirement Fund | 177,396 | $27.1M | 0.04% | −7,970−4.3% | Reduced |
| Ferguson Wellman Capital Management, Inc | 182,356 | $27.9M | 0.38% | +182,356 | New |
| Godsey & Gibb Associates | 185,572 | $28.3M | 2.47% | −5,512−2.9% | Reduced |
| Brown Advisory Inc | 189,167 | $28.9M | 0.05% | +761+0.4% | Added |
| Brandes Investment Partners, LP | 189,570 | $29.0M | 0.20% | −73,227−27.9% | Reduced |
| Toroso Investments, LLC | 193,177 | $29.4M | 0.09% | −33,079−14.6% | Reduced |
| Cetera Investment Advisers | 203,045 | $31.0M | 0.03% | +24,096+13.5% | Added |
| Promethos Capital, LLC | 203,093 | $31.0M | 8.34% | −21,711−9.7% | Reduced |
| D.A. Davidson & Co. | 212,815 | $32.5M | 0.20% | −6,899−3.1% | Reduced |
| Oppenheimer Asset Management Inc. | 217,125 | $33.2M | 0.38% | −3,056−1.4% | Reduced |
| The PNC Financial Services Group, Inc. | 220,134 | $33.6M | 0.02% | +9,930+4.7% | Added |
| MML Investors Services, LLC | 229,593 | $35.1M | 0.10% | −13,178−5.4% | Reduced |
| First Financial Bankshares Inc | 230,854 | $35.3M | 0.71% | +6,071+2.7% | Added |
| AQR Capital Management LLC | 233,871 | $35.7M | 0.02% | +47,271+25.3% | Added |
| Mariner, LLC | 241,552 | $36.9M | 0.04% | +5,076+2.1% | Added |
| Midwest Trust Co | 242,228 | $37.0M | 0.46% | −7,513−3.0% | Reduced |
| Massachusetts Financial Services Co | 246,655 | $37.7M | 0.01% | +132,918+116.9% | Added |
| Integral Health Asset Management, LLC | 250,000 | $38.2M | 2.02% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 251,894 | $38.5M | 0.24% | −193,795−43.5% | Reduced |
| Adage Capital Partners GP, L.L.C. | 258,000 | $39.4M | 0.06% | +157,812+157.5% | Added |
| Bank of Montreal | 259,345 | $39.6M | 0.02% | −725,254−73.7% | Reduced |
| HighTower Advisors, LLC | 264,639 | $40.4M | 0.04% | +13,264+5.3% | Added |
| Woodley Farra Manion Portfolio Management Inc | 266,061 | $40.6M | 1.98% | −335,851−55.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 267,950 | $40.9M | 0.32% | −7,000−2.5% | Reduced |
| US Bancorp | 268,858 | $41.1M | 0.05% | +1,589+0.6% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 275,637 | $42.1M | 0.11% | −23,538−7.9% | Reduced |
| Colony Group, LLC | 280,428 | $42.8M | 0.05% | +71,868+34.5% | Added |
| Cookson Peirce & Co Inc | 283,617 | $43.3M | 1.83% | +14,674+5.5% | Added |
| Point72 Asset Management, L.P. | 283,837 | $43.4M | 0.08% | +283,837 | New |
| Saturna Capital CORP | 311,008 | $47.5M | 0.67% | −1,654−0.5% | Reduced |
| Janney Montgomery Scott LLC | 311,826 | $47.6M | 0.12% | −8,029−2.5% | Reduced |
| Stifel Financial Corp | 317,717 | $48.5M | 0.04% | +45,335+16.6% | Added |
| O'Shaughnessy Asset Management, LLC | 320,027 | $48.9M | 0.25% | +19,949+6.6% | Added |
| Marshall Wace, LLP | 322,056 | $49.2M | 0.05% | −371,300−53.6% | Reduced |
| Bank of New York Mellon Corp | 327,817 | $50.1M | 0.01% | +9,691+3.0% | Added |
| Cerity Partners LLC | 329,910 | $50.4M | 0.07% | +35,140+11.9% | Added |
| Quantinno Capital Management LP | 340,728 | $52.0M | 0.09% | +39,537+13.1% | Added |
| Charles Schwab Investment Management Inc | 345,410 | $52.8M | 0.01% | +54,930+18.9% | Added |
| Citigroup Inc | 348,789 | $53.3M | 0.03% | +277,455+389.0% | Added |
| Jane Street Group, LLC | 366,467 | $56.0M | 0.06% | +366,467 | New |
| First Trust Advisors LP | 366,559 | $56.0M | 0.04% | −5,202−1.4% | Reduced |
| TCTC Holdings, LLC | 393,864 | $60.2M | 1.71% | −225−0.1% | Reduced |
| Assetmark, Inc | 403,774 | $61.7M | 0.13% | −2,457−0.6% | Reduced |
| Todd Asset Management LLC | 432,007 | $66.0M | 1.29% | −2,239−0.5% | Reduced |
| CI Private Wealth, LLC | 440,526 | $67.2M | 0.10% | −39,378−8.2% | Reduced |
| Harvest Portfolios Group Inc. | 454,681 | $69.5M | 1.15% | −37,333−7.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 505,440 | $77.2M | 0.18% | −145,704−22.4% | Reduced |
| Creative Planning | 528,814 | $80.8M | 0.05% | +89,851+20.5% | Added |
| Ameriprise Financial Inc | 532,554 | $81.4M | 0.02% | −37,168−6.5% | Reduced |
| CIBC Bancorp USA Inc. | 537,813 | $82.2M | 0.11% | +537,813 | New |
| NewEdge Wealth, LLC | 546,505 | $83.5M | 1.00% | +41,166+8.1% | Added |
| Bristol John W & Co Inc | 561,837 | $85.8M | 1.41% | −7,881−1.4% | Reduced |
| Harding Loevner LP | 584,255 | $89.2M | 0.92% | −19,132−3.2% | Reduced |
| Scharf Investments, LLC | 589,232 | $90.0M | 2.77% | −373,668−38.8% | Reduced |
| Royal Bank of Canada | 618,710 | $94.5M | 0.02% | +40,788+7.1% | Added |
| SEI Investments Co | 619,274 | $94.6M | 0.09% | +54,262+9.6% | Added |
| LPL Financial LLC | 620,427 | $94.8M | 0.03% | +12,679+2.1% | Added |
| American Century Companies Inc | 703,178 | $107.4M | 0.06% | +84,910+13.7% | Added |
| Lord, Abbett & Co. LLC | 830,286 | $126.8M | 0.41% | +464,126+126.8% | Added |
| Earnest Partners LLC | 885,290 | $135.2M | 0.56% | −36,106−3.9% | Reduced |
| Van Eck Associates Corp | 891,803 | $136.2M | 0.10% | −68,854−7.2% | Reduced |
| Truist Financial Corp | 941,818 | $143.9M | 0.19% | +54,522+6.1% | Added |
| Chevy Chase Trust Holdings, Inc. | 1,049,794 | $160.4M | 0.46% | −11,578−1.1% | Reduced |
| Renaissance Technologies LLC | 1,111,833 | $169.8M | 0.27% | −231,200−17.2% | Reduced |
| State Street Corp | 1,385,892 | $216.2M | 0.01% | −64,169−4.4% | Reduced |
| WCM Investment Management, LLC | 1,463,180 | $220.0M | 0.50% | +1,463,180 | New |
| Principal Financial Group Inc | 1,532,789 | $234.1M | 0.13% | −276,369−15.3% | Reduced |
| FMR LLC | 1,692,993 | $258.6M | 0.01% | +30,697+1.8% | Added |
| Jones Financial Companies LLLP | 1,821,796 | $270.1M | 0.13% | +1,625,514+828.2% | Added |
| JPMorgan Chase & Co | 1,804,676 | $271.4M | 0.02% | +1,212,024+204.5% | Added |
| UBS Group AG | 1,793,153 | $273.9M | 0.05% | +431,879+31.7% | Added |
| Wells Fargo & Company | 1,895,677 | $289.6M | 0.06% | +53,634+2.9% | Added |
| Raymond James Financial Inc | 1,931,873 | $295.1M | 0.09% | +86,268+4.7% | Added |
| Cullen Capital Management LLC | 2,037,962 | $311.3M | 3.19% | −42,834−2.1% | Reduced |
| Natixis Advisors, L.P. | 2,236,156 | $341.6M | 0.48% | +1,397,774+166.7% | Added |
| Janus Henderson Group PLC | 2,275,938 | $347.6M | 0.17% | +41,520+1.9% | Added |
| Envestnet Asset Management Inc | 2,311,384 | $353.1M | 0.09% | +529,186+29.7% | Added |
| GQG Partners LLC | 2,447,272 | $373.8M | 0.59% | −710,850−22.5% | Reduced |
| Northern Trust Corp | 2,786,228 | $425.6M | 0.06% | +435,047+18.5% | Added |
| BlackRock, Inc. | 2,949,760 | $450.6M | 0.01% | +141,669+5.0% | Added |
| Franklin Resources Inc | 3,409,944 | $520.9M | 0.13% | −1,069,363−23.9% | Reduced |
| Bank of America Corp | 4,962,794 | $758.1M | 0.06% | +413,778+9.1% | Added |
| Loomis Sayles & Co L P | 5,426,100 | $828.8M | 1.12% | −108,115−2.0% | Reduced |
| Goldman Sachs Group Inc | 6,525,771 | $996.8M | 0.13% | +3,780,327+137.7% | Added |
| Dodge & Cox | 6,967,383 | $1.06B | 0.58% | −2,047,258−22.7% | Reduced |