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 |
|---|---|---|---|---|---|
| First PREMIER Bank | 500 | $76.0K | 0.02% | 00.0% | Unchanged |
| Orion Capital Management LLC | 500 | $76.4K | 0.03% | 00.0% | Unchanged |
| Centennial Bank | 500 | $76.4K | 0.03% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 500 | $76.4K | 0.01% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 584 | $76.5K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 503 | $76.9K | 0.00% | +59+13.3% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 515 | $78.6K | 0.05% | +11+2.2% | Added |
| Hickory Point Bank & Trust | 516 | $78.8K | 0.05% | +516 | New |
| Sunbelt Securities, Inc. | 523 | $79.8K | 0.01% | +2+0.4% | Added |
| Parvin Asset Management, LLC | 525 | $80.2K | 0.06% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 533 | $81.4K | 0.00% | −61−10.3% | Reduced |
| Richardson Capital Management LLC | 535 | $81.7K | 0.04% | 00.0% | Unchanged |
| Costello Asset Management, INC | 538 | $82.2K | 0.03% | −100−15.7% | Reduced |
| Financial Management Professionals, Inc. | 548 | $83.7K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 550 | $84.0K | 0.01% | −146−21.0% | Reduced |
| Duncker Streett & Co Inc | 552 | $84.3K | 0.02% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 547 | $84.8K | 0.07% | +547 | New |
| Ameriflex Group, Inc. | 567 | $86.6K | 0.04% | +11+2.0% | Added |
| Innovative Asset Advisors Group, LLC | 573 | $87.5K | 0.05% | +573 | New |
| Sound Income Strategies, LLC | 574 | $89.0K | 0.00% | +45+8.5% | Added |
| GW&K Investment Management, LLC | 583 | $89.0K | 0.00% | +88+17.8% | Added |
| Tripletail Wealth Management, LLC | 590 | $90.9K | 0.12% | 00.0% | Unchanged |
| First Financial Corp | 599 | $91.5K | 0.04% | 00.0% | Unchanged |
| Clear Street Markets LLC | 600 | $91.7K | 0.04% | +600 | New |
| Evermay Wealth Management LLC | 626 | $95.6K | 0.01% | −490−43.9% | Reduced |
| Lodestone Wealth Management LLC | 641 | $97.9K | 0.04% | 00.0% | Unchanged |
| Adkins Seale Capital Management LLC | 641 | $97.9K | 0.10% | 00.0% | Unchanged |
| EFG International AG | 647 | $98.8K | 0.00% | −3,926−85.9% | Reduced |
| RWM Asset Management, LLC | 648 | $99.0K | 0.01% | +648 | New |
| Murphy & Mullick Capital Management Corp | 650 | $99.3K | 0.07% | 00.0% | Unchanged |
| True Wealth Design, LLC | 662 | $101.1K | 0.03% | +166+33.5% | Added |
| MTM Investment Management, LLC | 662 | $101.1K | 0.03% | +5+0.8% | Added |
| Wealth Enhancement Trust Services, Inc. | 679 | $103.7K | 0.01% | −75−9.9% | Reduced |
| WealthCollab, LLC | 692 | $105.7K | 0.04% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 700 | $105.9K | 0.09% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 700 | $106.0K | 0.05% | +700 | New |
| BFSG, LLC | 700 | $106.9K | 0.01% | −50−6.7% | Reduced |
| 10Elms LLP | 700 | $106.9K | 0.07% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 700 | $106.9K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 693 | $107.5K | 0.05% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 707 | $108.0K | 0.01% | −3−0.4% | Reduced |
| Golden State Wealth Management, LLC | 717 | $109.5K | 0.01% | +7+1.0% | Added |
| Washington Trust Advisors, Inc. | 737 | $112.6K | 0.01% | −2−0.3% | Reduced |
| Triumph Capital Management | 742 | $113.3K | 0.02% | +66+9.8% | Added |
| Crews Bank & Trust | 786 | $120.1K | 0.02% | 00.0% | Unchanged |
| Twin Tree Management, LP | 787 | $120.2K | 0.03% | +787 | New |
| Abound Financial, LLC | 787 | $120.2K | 0.05% | −61−7.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 790 | $120.7K | 0.02% | +60+8.2% | Added |
| Edmond de Rothschild Holding S.A. | 800 | $122.2K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 806 | $124.1K | 0.01% | +56+7.5% | Added |
| Root Financial Partners, LLC | 817 | $124.8K | 0.01% | −99−10.8% | Reduced |
| Tompkins Financial Corp | 831 | $126.9K | 0.01% | +271+48.4% | Added |
| Walleye Trading LLC | 839 | $128.2K | 0.00% | +839 | New |
| City State Bank | 856 | $130.8K | 0.03% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 872 | $133.2K | 0.04% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 875 | $133.7K | 0.12% | +20+2.3% | Added |
| Smithfield Trust Co | 892 | $135.0K | 0.01% | +29+3.4% | Added |
| WPG Advisers, LLC | 903 | $137.9K | 0.10% | +482+114.5% | Added |
| Citizens National Bank Trust Department | 925 | $141.3K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 942 | $143.9K | 0.02% | −60−6.0% | Reduced |
| High Note Wealth, LLC | 974 | $148.8K | 0.03% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 988 | $151.0K | 0.04% | +1+0.1% | Added |
| Glen Eagle Advisors, LLC | 1,001 | $153.0K | 0.02% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 1,067 | $163.0K | 0.00% | +937+720.8% | Added |
| McMillan Office, Inc. | 1,068 | $163.1K | 0.02% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 1,086 | $165.9K | 0.16% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 1,088 | $166.2K | 0.09% | +1,022+1,548.5% | Added |
| Foster Dykema Cabot & Partners, LLC | 1,094 | $167.1K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,157 | $176.7K | 0.01% | +328+39.6% | Added |
| TIAA Wealth Investment Management LLC | 1,176 | $179.6K | 0.00% | +1,176 | New |
| SBI Securities Co., Ltd. | 1,181 | $180.4K | 0.00% | −54−4.4% | Reduced |
| Tacita Capital Inc | 1,200 | $183.3K | 0.11% | 00.0% | Unchanged |
| SHP Wealth Management | 1,200 | $183.3K | 0.01% | −289−19.4% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 1,243 | $189.9K | 0.05% | +1,243 | New |
| Strategic Wealth Partners, Ltd. | 1,258 | $192.1K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,259 | $192.3K | 0.05% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 1,267 | $193.5K | 0.07% | +1,267 | New |
| CDKV Holdings LLC | 1,291 | $197.2K | 0.17% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,305 | $199.3K | 0.04% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 1,312 | $200.4K | 0.02% | −500−27.6% | Reduced |
| Everhart Financial Group, Inc. | 1,321 | $201.8K | 0.02% | +1,321 | New |
| American Trust | 1,322 | $201.9K | 0.02% | +1,322 | New |
| Patron Partners Advisors, LLC | 1,325 | $202.4K | 0.09% | +1,325 | New |
| PlanVest Financial, Inc | 1,326 | $202.5K | 0.15% | +1,326 | New |
| Pathfinder Wealth Consulting, Inc. | 1,327 | $202.7K | 0.13% | +1,327 | New |
| Urban Wealth Management, LLC | 1,329 | $203.0K | 0.21% | +1,329 | New |
| KPP Advisory Services LLC | 1,331 | $203.3K | 0.03% | +1,331 | New |
| Warren Street Wealth Advisors, LLC | 1,333 | $203.6K | 0.05% | +1,333 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,334 | $203.8K | 0.00% | −33−2.4% | Reduced |
| Bluebird Wealth Management LLC | 1,335 | $203.9K | 0.21% | +1,335 | New |
| Legacy Capital Wealth Partners, LLC | 1,341 | $204.8K | 0.04% | +1,341 | New |
| Rosenberg Matthew Hamilton | 1,342 | $205.0K | 0.04% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,343 | $205.1K | 0.01% | +35+2.7% | Added |
| American Trust Investment Advisors, LLC | 1,345 | $205.4K | 0.11% | +1,345 | New |
| Willis Johnson & Associates, Inc. | 1,353 | $206.6K | 0.01% | +1,353 | New |
| Nisa Investment Advisors, LLC | 1,354 | $206.8K | 0.00% | +54+4.2% | Added |
| Retirement Planning Co of New England, Inc. | 1,356 | $207.1K | 0.08% | +1,356 | New |
| Noesis Capital Mangement Corp | 1,360 | $207.7K | 0.03% | +1,360 | New |
| Charter Oak Capital Management, LLC | 1,360 | $207.8K | 0.02% | +1,360 | New |
| LVW Advisors, LLC | 1,361 | $207.9K | 0.02% | +1,361 | New |