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 |
|---|---|---|---|---|---|
| Primecap Management Co | 7,567,354 | $1.16B | 0.91% | −11,920−0.2% | Reduced |
| Dimensional Fund Advisors LP | 8,110,116 | $1.24B | 0.26% | −414,278−4.9% | Reduced |
| Morgan Stanley | 8,527,037 | $1.30B | 0.08% | −349,869−3.9% | Reduced |
| Fisher Asset Management, LLC | 13,885,749 | $2.12B | 0.72% | +6,419,899+86.0% | Added |
| Defilade Capital Management, L.P. | 0 | $0 | 0.00% | −362,816−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −254,991−100.0% | Sold out |
| Abc Arbitrage SA | 0 | $0 | 0.00% | −176,749−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −114,346−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −90,973−100.0% | Sold out |
| Logan Capital Management Inc | 0 | $0 | 0.00% | −58,363−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −46,821−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −29,138−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −25,365−100.0% | Sold out |
| Capital Insight Partners, LLC | 0 | $0 | 0.00% | −23,985−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −15,828−100.0% | Sold out |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −10,599−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −10,579−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −10,469−100.0% | Sold out |
| Diameter Capital Partners LP | 0 | $0 | 0.00% | −10,400−100.0% | Sold out |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −9,556−100.0% | Sold out |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −8,516−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −8,064−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −8,064−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Covenant Partners, LLC | 0 | $0 | 0.00% | −7,542−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −6,791−100.0% | Sold out |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −6,200−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −5,404−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −4,606−100.0% | Sold out |
| Sage Mountain Advisors LLC | 0 | $0 | 0.00% | −4,386−100.0% | Sold out |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −3,602−100.0% | Sold out |
| Legacy Capital Group California, Inc. | 0 | $0 | 0.00% | −3,488−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,424−100.0% | Sold out |
| SCS Capital Management LLC | 0 | $0 | 0.00% | −3,114−100.0% | Sold out |
| Carr Financial Group Corp | 0 | $0 | 0.00% | −2,923−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −2,573−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −2,414−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −2,171−100.0% | Sold out |
| Boston Trust Walden Corp | 0 | $0 | 0.00% | −2,096−100.0% | Sold out |
| Connecticut Wealth Management, LLC | 0 | $0 | 0.00% | −2,040−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −2,018−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Round Rock Advisors, LLC | 0 | $0 | 0.00% | −1,750−100.0% | Sold out |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −1,749−100.0% | Sold out |
| NorthStar Asset Management LLC | 0 | $0 | 0.00% | −1,719−100.0% | Sold out |
| Oregon Pacific Wealth Management, LLC | 0 | $0 | 0.00% | −1,717−100.0% | Sold out |
| Simon Quick Advisors, LLC | 0 | $0 | 0.00% | −1,642−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −1,620−100.0% | Sold out |
| Blue Fin Capital, Inc. | 0 | $0 | 0.00% | −1,605−100.0% | Sold out |
| Berman McAleer LLC | 0 | $0 | 0.00% | −1,581−100.0% | Sold out |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −1,559−100.0% | Sold out |
| John G Ullman & Associates Inc | 0 | $0 | 0.00% | −1,530−100.0% | Sold out |
| Clarkston Capital Partners, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −1,497−100.0% | Sold out |
| Mairs & Power Inc | 0 | $0 | 0.00% | −1,485−100.0% | Sold out |
| Garrett Wealth Advisory Group, LLC | 0 | $0 | 0.00% | −1,485−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −1,475−100.0% | Sold out |
| Crawford Investment Counsel Inc | 0 | $0 | 0.00% | −1,466−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −1,459−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −1,287−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −1,086−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −1,015−100.0% | Sold out |
| Laurel Wealth Advisors LLC | 0 | $0 | 0.00% | −974−100.0% | Sold out |
| Garner Asset Management Corp | 0 | $0 | 0.00% | −840−100.0% | Sold out |
| Compagnie Lombard Odier SCmA | 0 | $0 | 0.00% | −612−100.0% | Sold out |
| Camelot Portfolios, LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Optima Capital LLC | 0 | $0 | 0.00% | −489−100.0% | Sold out |
| United Financial Planning Group LLC | 0 | $0 | 0.00% | −473−100.0% | Sold out |
| ZRC Wealth Management, LLC | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Garton & Associates Financial Advisors LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Close Asset Management Ltd | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Mowery & Schoenfeld Wealth Management, LLC | 0 | $0 | 0.00% | −171−100.0% | Sold out |
| Innovative Advisory Group, LLC | 0 | $0 | 0.00% | −165−100.0% | Sold out |
| Wealth Watch Advisors, INC | 0 | $0 | 0.00% | −142−100.0% | Sold out |
| SWAN Capital LLC | 0 | $0 | 0.00% | −131−100.0% | Sold out |
| Bare Financial Services, Inc | 0 | $0 | 0.00% | −124−100.0% | Sold out |
| Navalign, LLC | 0 | $0 | 0.00% | −113−100.0% | Sold out |
| Quattro Advisors LLC | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| Safe Harbor Fiduciary, LLC | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Kohmann Bosshard Financial Services, LLC | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Vision Retirement, LLC | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Jessup Wealth Management, Inc | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Cedar Wealth Management, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Wealth Preservation Advisors, LLC | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Estate Planners Group, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Luminist Capital LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Networth Advisors, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Kerr Financial Planning Corp | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Reyes Financial Architecture, Inc. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Bridge Generations Wealth Management LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Turning Point Benefit Group, Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |
| DV Equities, LLC | – | – | – | – | Not filed |
| Trust Co of Vermont | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Creegan & Nassoura Financial Group, LLC | – | – | – | – | Not filed |
| FineMark National Bank & Trust | – | – | – | – | Not filed |
| Clarius Group, LLC | – | – | – | – | Not filed |
| Beddow Capital Management Inc | – | – | – | – | Not filed |