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; 1,626 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
- 1,605
- +110 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
- 198
- 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 | 1,626 | $21.3B |
| Q1 2026 | 1,605 | $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 |
|---|---|---|---|---|---|
| Lavaca Capital LLC | 119 | $18.2K | 0.00% | 00.0% | Unchanged |
| High Point Wealth Management, LLC | 123 | $18.8K | 0.02% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 123 | $18.8K | 0.00% | −8,318−98.5% | Reduced |
| Princeton Global Asset Management LLC | 123 | $18.8K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 123 | $18.8K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 128 | $19.6K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 132 | $20.2K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 135 | $20.6K | 0.00% | −17−11.2% | Reduced |
| Canton Hathaway, LLC | 142 | $21.7K | 0.00% | +142 | New |
| Principia Wealth Advisory, LLC | 143 | $21.8K | 0.01% | +33+30.0% | Added |
| Intentional Wealth Strategies, LLC | 145 | $22.1K | 0.02% | +145 | New |
| Bullseye Investment Management, LLC | 146 | $22.3K | 0.01% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 148 | $22.6K | 0.02% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 149 | $22.8K | 0.01% | 00.0% | Unchanged |
| Imprint Wealth LLC | 150 | $22.9K | 0.10% | 00.0% | Unchanged |
| Protective Life Corp | 153 | $23.4K | 0.08% | +153 | New |
| Westfuller Advisors, LLC | 156 | $23.8K | 0.01% | −1,472−90.4% | Reduced |
| JPL Wealth Management, LLC | 158 | $24.2K | 0.01% | +158 | New |
| Copia Wealth Management | 160 | $24.4K | 0.02% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 162 | $24.7K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 162 | $24.7K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 163 | $24.9K | 0.01% | −13−7.4% | Reduced |
| MV Capital Management, Inc. | 163 | $24.9K | 0.00% | +75+85.2% | Added |
| Archer Investment Corp | 166 | $25.4K | 0.01% | +80+93.0% | Added |
| CBIZ Investment Advisory Services, LLC | 167 | $25.5K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 175 | $26.7K | 0.01% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 181 | $27.6K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 186 | $28.0K | 0.01% | −20−9.7% | Reduced |
| Park Place Capital Corp | 187 | $28.6K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 193 | $29.5K | 0.01% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 200 | $30.6K | 0.02% | 00.0% | Unchanged |
| Trask Adam Roland | 200 | $30.6K | 0.03% | +200 | New |
| Crewe Advisors LLC | 206 | $31.5K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 207 | $31.6K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 207 | $31.6K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 207 | $31.6K | 0.02% | −35−14.5% | Reduced |
| Center for Financial Planning, Inc. | 210 | $32.1K | 0.00% | 00.0% | Unchanged |
| CrossGen Wealth, LLC | 210 | $32.1K | 0.03% | +4+1.9% | Added |
| Adirondack Trust Co | 220 | $33.6K | 0.01% | 00.0% | Unchanged |
| Nexus Investment Management ULC | 220 | $33.6K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 225 | $34.4K | 0.02% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 221 | $34.6K | 0.02% | −146−39.8% | Reduced |
| Signature Equity Partners, LLC | 228 | $34.8K | 0.02% | −45−16.5% | Reduced |
| Bayban | 229 | $35.0K | 0.03% | +54+30.9% | Added |
| United Community Bank | 230 | $35.1K | 0.01% | −1,066−82.3% | Reduced |
| Bank of Jackson Hole Trust | 231 | $35.3K | 0.02% | 00.0% | Unchanged |
| TSFG, LLC | 233 | $36.0K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 240 | $36.7K | 0.02% | −182−43.1% | Reduced |
| Nalls Sherbakoff Group, LLC | 250 | $38.2K | 0.03% | 00.0% | Unchanged |
| Bank of New Hampshire | 255 | $39.0K | 0.01% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 256 | $39.1K | 0.02% | −21−7.6% | Reduced |
| Measured Wealth Private Client Group, LLC | 259 | $39.6K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 260 | $39.7K | 0.04% | +121+87.1% | Added |
| Highline Wealth Partners LLC | 263 | $40.2K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 263 | $40.2K | 0.01% | +50+23.5% | Added |
| AdvisorNet Financial, Inc | 271 | $41.4K | 0.00% | −55−16.9% | Reduced |
| Albion Financial Group | 281 | $42.9K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 281 | $42.9K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 284 | $43.4K | 0.01% | +284 | New |
| Arlington Trust Co LLC | 288 | $44.0K | 0.00% | +109+60.9% | Added |
| Legacy Bridge, LLC | 292 | $44.6K | 0.02% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 292 | $44.6K | 0.01% | +292 | New |
| Global Assets Advisory, LLC | 295 | $45.1K | 0.01% | +295 | New |
| South Plains Financial, Inc. | 296 | $45.2K | 0.03% | +25+9.2% | Added |
| Raffa Wealth Management, LLC | 299 | $45.7K | 0.01% | −15−4.8% | Reduced |
| Solstein Capital, LLC | 300 | $45.8K | 0.02% | 00.0% | Unchanged |
| Wellington Grp LLC | 309 | $47.2K | 0.01% | −262−45.9% | Reduced |
| Zions Bancorporation, National Association | 318 | $48.6K | 0.00% | −21−6.2% | Reduced |
| Medallion Wealth Advisors, LLC | 323 | $49.3K | 0.02% | +58+21.9% | Added |
| Aventura Private Wealth, LLC | 324 | $49.5K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 328 | $50.1K | 0.00% | −100−23.4% | Reduced |
| Broadwater Capital Management LLC | 370 | $51.0K | 0.04% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 334 | $51.0K | 0.01% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 338 | $51.6K | 0.03% | +338 | New |
| Country Trust Bank | 342 | $52.2K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 352 | $53.8K | 0.02% | −29−7.6% | Reduced |
| Midway Capital Research & Management | 363 | $55.4K | 0.05% | +363 | New |
| Vermillion Wealth Management, Inc. | 365 | $55.8K | 0.02% | 00.0% | Unchanged |
| Essential Partners LLC | 374 | $57.1K | 0.02% | +54+16.9% | Added |
| McIlrath & Eck, LLC | 375 | $57.3K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Advisors LLC | 382 | $58.0K | 0.05% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 392 | $59.9K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 400 | $61.1K | 0.02% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 406 | $62.0K | 0.00% | +406 | New |
| Entrust Financial LLC | 418 | $63.9K | 0.04% | +333+391.8% | Added |
| Maseco LLP | 423 | $64.6K | 0.00% | −97−18.7% | Reduced |
| Heritage Wealth Advisors | 436 | $66.6K | 0.00% | −1,120−72.0% | Reduced |
| Harbor Asset Planning, Inc. | 441 | $67.4K | 0.06% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 600 | $68.4K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 450 | $69.0K | 0.01% | +200+80.0% | Added |
| Hallmark Capital Management Inc | 453 | $69.2K | 0.00% | +208+84.9% | Added |
| Accent Capital Management, LLC | 454 | $69.3K | 0.03% | +454 | New |
| Trust Co | 459 | $70.1K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 459 | $70.1K | 0.02% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 462 | $71.0K | 0.05% | 00.0% | Unchanged |
| LOM Asset Management Ltd | 475 | $72.6K | 0.02% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 502 | $73.0K | 0.01% | +181+56.4% | Added |
| Financial Consulate, Inc | 482 | $73.6K | 0.01% | +328+213.0% | Added |
| Westside Investment Management, Inc. | 484 | $74.5K | 0.01% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 489 | $74.7K | 0.04% | 00.0% | Unchanged |