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 |
|---|---|---|---|---|---|
| Harbor Investment Advisory, LLC | 1,646 | $251.4K | 0.02% | 00.0% | Unchanged |
| Courier Capital LLC | 1,648 | $251.7K | 0.01% | 00.0% | Unchanged |
| Stirlingshire Investments, Inc. | 1,653 | $252.5K | 0.22% | +1,653 | New |
| Nolet Wealth Management, LLC | 1,667 | $254.6K | 0.14% | +1,667 | New |
| Benchmark Financial Wealth Advisors, LLC | 1,669 | $254.9K | 0.07% | +32+2.0% | Added |
| Summit Wealth Group LLC | 1,670 | $255.1K | 0.03% | +1,670 | New |
| Colonial Trust Co | 1,672 | $255.4K | 0.03% | −190−10.2% | Reduced |
| AssuredPartners Investment Advisors, LLC | 1,674 | $255.9K | 0.03% | +1,674 | New |
| Capital Asset Advisory Services LLC | 1,697 | $256.3K | 0.01% | −358−17.4% | Reduced |
| Fairscale Capital, LLC | 1,681 | $256.8K | 0.18% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,687 | $257.7K | 0.06% | +109+6.9% | Added |
| FSM Wealth Advisors, LLC | 1,689 | $258.0K | 0.03% | −57−3.3% | Reduced |
| Kestra Investment Management, LLC | 1,690 | $258.2K | 0.00% | +227+15.5% | Added |
| Union Savings Bank | 1,691 | $258.3K | 0.11% | −215−11.3% | Reduced |
| SJS Investment Consulting Inc. | 1,692 | $258.5K | 0.03% | −11−0.6% | Reduced |
| Ellsworth Advisors, LLC | 1,695 | $258.9K | 0.05% | 00.0% | Unchanged |
| Houlihan Financial Resource Group, Ltd. | 1,700 | $259.7K | 0.10% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 1,705 | $260.4K | 0.07% | −1,353−44.2% | Reduced |
| Howe & Rusling Inc | 1,705 | $260.5K | 0.02% | −191−10.1% | Reduced |
| S Harris Financial Group, LLC | 1,706 | $260.7K | 0.24% | +1,706 | New |
| Post Resch Tallon Group Inc. | 1,681 | $260.9K | 0.21% | −8−0.5% | Reduced |
| Retirement Planning Group | 1,710 | $261.2K | 0.01% | +42+2.5% | Added |
| Bravera Wealth | 1,710 | $261.2K | 0.12% | −24−1.4% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 1,713 | $261.7K | 0.01% | +18+1.1% | Added |
| Diversified Management Inc | 1,713 | $261.7K | 0.04% | +1,713 | New |
| Anchor Capital Advisors LLC | 1,718 | $262.4K | 0.01% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 1,729 | $264.1K | 0.08% | −408−19.1% | Reduced |
| Moody National Bank Trust Division | 1,730 | $264.3K | 0.03% | −89−4.9% | Reduced |
| Hurlow Wealth Management Group, Inc. | 1,735 | $265.0K | 0.06% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 1,736 | $265.2K | 0.13% | −19−1.1% | Reduced |
| Journey Advisory Group, LLC | 1,737 | $265.3K | 0.02% | −300−14.7% | Reduced |
| Davis R M Inc | 1,747 | $266.9K | 0.00% | +1,747 | New |
| Goepper Burkhardt LLC | 1,750 | $267.3K | 0.09% | 00.0% | Unchanged |
| Schnieders Capital Management, LLC. | 1,759 | $268.7K | 0.04% | 00.0% | Unchanged |
| Legacy Wealth Advisors, LLC | 1,769 | $270.2K | 0.14% | +1,769 | New |
| Financial Perspectives, Inc | 1,774 | $271.0K | 0.08% | 00.0% | Unchanged |
| American National Bank | 1,786 | $272.8K | 0.03% | 00.0% | Unchanged |
| Marietta Wealth Management, LLC | 1,786 | $272.8K | 0.03% | +33+1.9% | Added |
| Soltis Investment Advisors LLC | 1,788 | $273.2K | 0.02% | +45+2.6% | Added |
| Triad Wealth Partners, LLC | 1,789 | $273.3K | 0.02% | +1,789 | New |
| Bristlecone Value Partners, LLC | 1,794 | $274.0K | 0.24% | +1,794 | New |
| Plimoth Trust Co LLC | 1,802 | $275.3K | 0.06% | −45−2.4% | Reduced |
| Linscomb & Williams, Inc. | 1,804 | $275.6K | 0.01% | +1,804 | New |
| Fulcrum Equity Management | 1,805 | $275.7K | 0.27% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 1,806 | $275.8K | 0.01% | +1,806 | New |
| First Nebraska Trust Co | 1,812 | $276.8K | 0.03% | −75−4.0% | Reduced |
| Redwood Wealth Management Group, LLC | 1,815 | $277.2K | 0.12% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 1,871 | $277.3K | 0.01% | +1,871 | New |
| Lexington Hill Partners, LLC | 1,816 | $277.4K | 0.16% | +1,816 | New |
| Alvarez & Marsal Private Wealth Partners, LLC | 1,819 | $277.9K | 0.04% | +1,819 | New |
| Elyxium Wealth, LLC | 1,820 | $278.0K | 0.09% | −982−35.0% | Reduced |
| Trace Wealth Advisors, LLC | 1,825 | $278.8K | 0.21% | 00.0% | Unchanged |
| Welch Financial Planning, LLC | 1,825 | $278.8K | 0.20% | 00.0% | Unchanged |
| Rockland Trust Co | 1,828 | $279.2K | 0.01% | −101−5.2% | Reduced |
| Excalibur Management Corp | 1,828 | $279.2K | 0.10% | 00.0% | Unchanged |
| Brown Financial Advisors | 1,828 | $279.2K | 0.11% | +1,828 | New |
| Verdence Capital Advisors LLC | 1,829 | $279.4K | 0.02% | +86+4.9% | Added |
| Hamilton Wealth, LLC | 1,830 | $279.5K | 0.05% | +1,830 | New |
| Narus Financial Partners, LLC | 1,839 | $280.9K | 0.07% | −350−16.0% | Reduced |
| Capital Advantage, Inc. | 1,846 | $282.0K | 0.04% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 1,849 | $282.4K | 0.06% | +33+1.8% | Added |
| Ponta Wealth Partners, LLC | 1,861 | $284.3K | 0.23% | 00.0% | Unchanged |
| Cura Wealth Advisors, LLC | 1,863 | $284.6K | 0.13% | −4−0.2% | Reduced |
| Smith, Moore & Co. | 1,870 | $285.7K | 0.02% | −119−6.0% | Reduced |
| Mirador Capital Partners LP | 1,874 | $286.3K | 0.04% | +1,874 | New |
| Essex Investment Management Co LLC | 1,875 | $286.4K | 0.05% | −900−32.4% | Reduced |
| Mattson Financial Services, LLC | 1,895 | $289.5K | 0.07% | +1,895 | New |
| Empower Advisory Group, LLC | 1,900 | $290.2K | 0.00% | −410−17.7% | Reduced |
| Community Bank, N.A. | 1,906 | $291.1K | 0.03% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,910 | $291.8K | 0.04% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 1,985 | $293.5K | 0.10% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 1,924 | $293.9K | 0.01% | −8−0.4% | Reduced |
| Hummer Financial Advisory Services Inc | 1,926 | $294.2K | 0.21% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 1,931 | $295.0K | 0.09% | 00.0% | Unchanged |
| South Street Advisors LLC | 1,934 | $295.4K | 0.04% | 00.0% | Unchanged |
| Crestmont Private Wealth LLC | 1,957 | $298.9K | 0.09% | +305+18.5% | Added |
| Spinnaker Trust | 1,959 | $299.2K | 0.02% | 00.0% | Unchanged |
| Hilltop National Bank | 1,960 | $299.4K | 0.07% | +1,560+390.0% | Added |
| Global Trust Asset Management, LLC | 1,962 | $299.6K | 0.11% | −232−10.6% | Reduced |
| Barry Investment Advisors, LLC | 1,962 | $299.7K | 0.07% | +22+1.1% | Added |
| Cozad Asset Management Inc | 1,967 | $300.5K | 0.02% | −231−10.5% | Reduced |
| Bruce G. Allen Investments, LLC | 1,970 | $300.9K | 0.20% | +17+0.9% | Added |
| August Group Capital Ltd | 1,970 | $300.9K | 0.35% | +60+3.1% | Added |
| Syverson Strege & Co | 1,973 | $301.4K | 0.07% | +78+4.1% | Added |
| Headlands Technologies LLC | 1,973 | $301.4K | 0.03% | +1,973 | New |
| Pacifica Partners Inc. | 1,984 | $303.1K | 0.10% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 1,988 | $303.6K | 0.13% | −21−1.0% | Reduced |
| Parnassus Investments | 1,999 | $305.3K | 0.00% | +1,999 | New |
| Stanley-Laman Group, Ltd. | 2,000 | $305.5K | 0.04% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 2,000 | $305.5K | 0.05% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 2,000 | $305.5K | 0.05% | +2,000 | New |
| Eagle Harbor Asset Management Inc | 2,002 | $305.8K | 0.26% | −155−7.2% | Reduced |
| SageView Advisory Group, LLC | 2,004 | $306.2K | 0.01% | −21,335−91.4% | Reduced |
| Greykasell Wealth Strategies, Inc. | 2,013 | $307.5K | 0.12% | 00.0% | Unchanged |
| BIP Wealth, LLC | 2,014 | $307.6K | 0.01% | −166−7.6% | Reduced |
| First County Bank | 2,014 | $307.6K | 0.16% | +552+37.8% | Added |
| Stonebrook Private Inc. | 2,020 | $308.6K | 0.07% | +2,020 | New |
| Cauble & Harre Wealth Management, Inc. | 2,085 | $308.9K | 0.25% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 2,025 | $309.0K | 0.13% | +199+10.9% | Added |
| 180 Wealth Advisors, LLC | 2,028 | $309.8K | 0.04% | −129−6.0% | Reduced |