Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2026: 1,605 institutions
Q1 2021: 1,138 institutionsQ2 2021: 1,123 institutionsQ3 2021: 1,083 institutionsQ4 2021: 1,147 institutionsQ1 2022: 1,137 institutionsQ2 2022: 1,142 institutionsQ3 2022: 1,088 institutionsQ4 2022: 1,183 institutionsQ1 2023: 1,182 institutionsQ2 2023: 1,203 institutionsQ3 2023: 1,225 institutionsQ4 2023: 1,274 institutionsQ1 2024: 1,254 institutionsQ2 2024: 1,309 institutionsQ3 2024: 1,314 institutionsQ4 2024: 1,345 institutionsQ1 2025: 1,361 institutionsQ2 2025: 1,387 institutionsQ3 2025: 1,405 institutionsQ4 2025: 1,515 institutionsQ1 2026: 1,605 institutionsQ2 2026: 1,626 institutions
Value heldQ1 2026: $22.0B
Q1 2021: $18.7BQ2 2021: $19.8BQ3 2021: $18.0BQ4 2021: $18.5BQ1 2022: $18.3BQ2 2022: $16.9BQ3 2022: $13.7BQ4 2022: $15.5BQ1 2023: $15.2BQ2 2023: $14.9BQ3 2023: $15.1BQ4 2023: $14.2BQ1 2024: $13.6BQ2 2024: $14.7BQ3 2024: $15.2BQ4 2024: $12.7BQ1 2025: $15.4BQ2 2025: $16.2BQ3 2025: $17.2BQ4 2025: $18.4BQ1 2026: $22.0BQ2 2026: $21.3B
Institutions holding NVS and their total value by quarter
QuarterHoldersValue
Q2 20261,626$21.3B
Q1 20261,605$22.0B
Q4 20251,515$18.4B
Q3 20251,405$17.2B
Q2 20251,387$16.2B
Q1 20251,361$15.4B
Q4 20241,345$12.7B
Q3 20241,314$15.2B
Q2 20241,309$14.7B
Q1 20241,254$13.6B
Q4 20231,274$14.2B
Q3 20231,225$15.1B
Q2 20231,203$14.9B
Q1 20231,182$15.2B
Q4 20221,183$15.5B
Q3 20221,088$13.7B
Q2 20221,142$16.9B
Q1 20221,137$18.3B
Q4 20211,147$18.5B
Q3 20211,083$18.0B
Q2 20211,123$19.8B
Q1 20211,138$18.7B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Novartis AG; share changes are against Q4 2025.

Institutions holding NVS in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
TrustBank1,362$208.0K0.08%00.0%Unchanged
Moment Partners, LLC1,365$208.5K0.04%+1,365New
Muirfield Wealth Advisors LLC1,371$209.5K0.15%+1,371New
O'Keefe Stevens Advisory, Inc.1,373$209.7K0.05%+1,373New
Cooper Financial Group1,375$210.0K0.02%+1,375New
O'Rourke & Company, Inc1,378$210.6K0.08%+1,378New
VisionPoint Advisory Group, LLC1,385$211.6K0.04%+1,385New
Bank of Nova Scotia1,386$211.7K0.00%−1,809−56.6%Reduced
Roehl & Yi Investment Advisors, LLC1,389$212.2K0.08%−868−38.5%Reduced
Lodestar Private Asset Management LLC1,390$212.3K0.02%+1,390New
Leisure Capital Management1,394$212.9K0.07%−211−13.1%Reduced
Royal Capital Wealth Management, LLC1,394$212.9K0.13%+1,394New
Eagle Global Advisors LLC1,395$213.1K0.01%+1,395New
Fidelis Capital Partners, LLC1,395$213.1K0.02%+1,395New
Bowen Hanes & Co Inc1,400$213.8K0.01%−1,400−50.0%Reduced
Adelphi Trust Co1,400$213.8K0.17%−115−7.6%Reduced
Monarch Capital Management Inc1,400$213.8K0.05%+1,400New
Cornell Pochily Investment Advisors, Inc.1,402$214.2K0.06%+1,402New
Lyell Wealth Management, LP1,405$214.6K0.02%+1,405New
Meeder Advisory Services, Inc.1,405$214.6K0.01%+1,405New
Hills Bank & Trust Co1,412$215.7K0.01%00.0%Unchanged
PFG Advisors1,415$216.1K0.01%−54−3.7%Reduced
Ledyard National Bank1,417$216.4K0.02%−111−7.3%Reduced
Cascades Capital Asset Management, LLC1,425$217.7K0.09%00.0%Unchanged
Cambiar Investors LLC1,426$217.8K0.01%−688−32.5%Reduced
Piscataqua Savings Bank1,429$218.3K0.15%00.0%Unchanged
Colonial Trust Advisors1,436$219.4K0.02%00.0%Unchanged
Financial Planning Navigators CORP1,439$219.8K0.10%+1,439New
Leith Wheeler Investment Counsel Ltd.1,445$220.7K0.02%+1,445New
Professional Advisory Services Inc1,450$221.0K0.03%00.0%Unchanged
HHM Wealth Advisors, LLC1,449$221.3K0.03%00.0%Unchanged
North Star Investment Management Corp.1,449$221.4K0.01%+23+1.6%Added
BBR Partners, LLC1,450$221.5K0.01%−893−38.1%Reduced
Consolidated Planning Corp1,450$221.5K0.04%−5−0.3%Reduced
TrueWealth Financial Partners1,452$221.8K0.09%+1,452New
PFW Advisors LLC1,457$222.6K0.07%00.0%Unchanged
Integris Wealth Management, LLC1,459$222.9K0.05%00.0%Unchanged
Chicago Capital, LLC1,460$223.1K0.01%00.0%Unchanged
Clarus Group, Inc.1,461$223.2K0.08%00.0%Unchanged
Fiduciary Wealth Partners, LLC1,464$223.6K0.15%−12−0.8%Reduced
Advus Financial Partners, LLC1,468$224.2K0.06%+1,468New
Founders Grove Wealth Partners, LLC1,471$224.7K0.05%+1,471New
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co1,549$224.9K0.17%+1,549New
Hardy Reed LLC1,476$225.5K0.02%+1,476New
Red Door Wealth Management, LLC1,478$225.8K0.02%+1,478New
Proficio Capital Partners LLC1,484$226.7K0.01%+1,484New
MFA Wealth Services1,484$226.7K0.15%+28+1.9%Added
Pallas Capital Advisors LLC1,484$226.7K0.01%−317−17.6%Reduced
Causeway Capital Management LLC1,487$227.2K0.00%−448−23.2%Reduced
Saratoga Research & Investment Management1,490$227.6K0.01%00.0%Unchanged
MMBG Investment Advisors Co.1,492$227.9K0.02%00.0%Unchanged
Family Management Corp1,493$228.1K0.03%−18,845−92.7%Reduced
Westmount Partners, LLC1,498$228.8K0.06%+1,498New
Mitchell Capital Management Co1,498$228.8K0.04%00.0%Unchanged
First National Bank of Hutchinson1,498$228.8K0.15%00.0%Unchanged
Rebalance, LLC1,500$229.1K0.01%00.0%Unchanged
Avalon Trust Co1,500$229.1K0.02%+133+9.7%Added
Nicolet Bankshares Inc1,500$229.1K0.01%+1,500New
Arq Wealth Advisors, LLC1,500$229.1K0.04%+1,500New
WealthSpring Partners, LLC1,505$229.9K0.21%+5+0.3%Added
Owl Creek Wealth Partners LLC1,516$231.6K0.08%+1,516New
Hennion & Walsh Asset Management, Inc.1,523$232.6K0.01%+1,523New
Jackson Hole Capital Partners, LLC1,525$232.9K0.04%00.0%Unchanged
Epoch Investment Partners, Inc.1,525$232.9K0.00%+1,525New
Claris Financial LLC1,526$233.1K0.13%00.0%Unchanged
International Assets Investment Management, LLC1,504$233.2K0.02%+16+1.1%Added
Kelly Financial Services LLC1,529$233.5K0.06%+30+2.0%Added
Portfolio Design Labs, LLC1,531$233.9K0.04%00.0%Unchanged
Interchange Capital Partners, LLC1,995$234.1K0.08%−1,955−49.5%Reduced
BCS Wealth Management1,533$234.2K0.05%−1,533−50.0%Reduced
Childress Capital Advisors, LLC1,536$234.6K0.04%−1−0.1%Reduced
Palumbo Wealth Management LLC1,537$234.7K0.06%+60+4.1%Added
Murphy, Middleton, Hinkle & Parker, Inc.1,540$235.2K0.11%+1,540New
Fragasso Group Inc.1,540$235.4K0.01%+1,540New
RVW Wealth, LLC1,542$235.5K0.02%−606−28.2%Reduced
Tevis Investment Management1,546$236.1K0.13%+1,546New
JBGlobal.com LLC1,550$236.8K0.23%00.0%Unchanged
Genus Capital Management Inc.1,557$237.8K0.03%−595−27.6%Reduced
TownSquare Capital, LLC1,557$237.8K0.05%+1,557New
Argentarii, LLC1,561$238.4K0.08%+19+1.2%Added
Granite Group Advisors, LLC1,580$238.9K0.14%+1,580New
Arlington Partners LLC1,579$241.2K0.48%+1,579New
Quotient Wealth Partners, LLC1,583$241.8K0.01%+1,583New
Meramec Financial Planners, LLC1,605$242.3K0.10%00.0%Unchanged
Nixon Peabody Trust Co1,587$242.4K0.02%−315−16.6%Reduced
UMA Financial Services, Inc.1,591$243.0K0.03%+25+1.6%Added
Endowment Wealth Management, Inc.1,594$243.5K0.11%−128−7.4%Reduced
HighPoint Advisor Group LLC1,596$243.8K0.01%−8,907−84.8%Reduced
Tandem Investment Advisors, Inc.1,596$243.8K0.01%+1,596New
CoreCap Advisors, LLC1,597$243.9K0.01%+41+2.6%Added
Azimuth Capital Investment Management LLC1,598$244.1K0.01%00.0%Unchanged
Mattern Wealth Management LLC1,600$244.4K0.05%−16−1.0%Reduced
Clearbridge Investments, LLC1,608$245.6K0.00%−2−0.1%Reduced
Larson Financial Group LLC1,613$246.4K0.01%+173+12.0%Added
Marks Group Wealth Management, Inc1,618$247.2K0.02%−178−9.9%Reduced
Old Mission Investment Co LLC1,621$247.5K0.06%−8−0.5%Reduced
Cove Private Wealth, LLC1,626$248.4K0.06%+1,626New
Paradigm Asset Management Co LLC1,628$248.7K0.06%−600−26.9%Reduced
Glenview Trust Co1,629$248.8K0.00%+75+4.8%Added
Capital Advisors Inc1,637$250.0K0.00%+1,637New