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 |
|---|---|---|---|---|---|
| Cornerstone Advisory, LLC | 2,030 | $310.1K | 0.03% | +5+0.2% | Added |
| Dillon & Associates Inc | 2,031 | $311.0K | 0.04% | −171−7.8% | Reduced |
| Hudson Capital Management LLC | 2,040 | $311.7K | 0.08% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 2,050 | $313.1K | 0.06% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 2,050 | $313.1K | 0.29% | −100−4.7% | Reduced |
| F/M Investments LLC | 2,050 | $313.1K | 0.02% | 00.0% | Unchanged |
| Livet Wealth, LLC | 2,052 | $313.4K | 0.20% | −23−1.1% | Reduced |
| Keudell/Morrison Wealth Management | 2,058 | $314.4K | 0.06% | +50+2.5% | Added |
| Elk River Wealth Management, LLC | 2,060 | $314.7K | 0.05% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 2,080 | $317.7K | 0.17% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 2,090 | $319.2K | 1.08% | −53−2.5% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 2,091 | $319.4K | 0.03% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 2,099 | $320.6K | 0.05% | −507−19.5% | Reduced |
| Wealth Alliance Advisory Group, LLC | 2,100 | $320.8K | 0.05% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 2,102 | $321.2K | 0.01% | +2,102 | New |
| Enterprise Financial Services Corp | 2,109 | $322.1K | 0.16% | −214−9.2% | Reduced |
| Summitry LLC | 2,118 | $323.5K | 0.01% | +109+5.4% | Added |
| Armor Investment Advisors, LLC | 2,119 | $323.7K | 0.12% | 00.0% | Unchanged |
| Everpar Advisors LLC | 2,123 | $324.3K | 0.11% | +137+6.9% | Added |
| Dorato Capital Management | 2,104 | $324.9K | 0.24% | 00.0% | Unchanged |
| Cannon Advisors, Inc. | 2,129 | $325.2K | 0.24% | −10.0% | Reduced |
| Prospect Financial Group LLC | 2,134 | $326.0K | 0.30% | 00.0% | Unchanged |
| Farmers National Bank | 2,145 | $327.6K | 0.07% | −41−1.9% | Reduced |
| Aspen Grove Capital, LLC | 2,167 | $331.2K | 0.06% | +2,167 | New |
| Jackson Thornton Asset Management, LLC | 2,151 | $331.4K | 0.03% | +2,151 | New |
| Paradigm Capital Management, LLC | 2,177 | $333.0K | 0.31% | −65−2.9% | Reduced |
| Van Diest Capital, LLC | 2,181 | $333.2K | 0.26% | +218+11.1% | Added |
| Tower Wealth Partners, Inc. | 2,190 | $334.5K | 0.18% | +172+8.5% | Added |
| Hazlett, Burt & Watson, Inc. | 2,200 | $335.0K | 0.10% | −50−2.2% | Reduced |
| Gerald Baker Financial Group LLC | 2,194 | $335.1K | 0.11% | +2,194 | New |
| Braun-Bostich & Associates Inc. | 2,196 | $335.4K | 0.21% | −37−1.7% | Reduced |
| Wealth Group, Ltd. | 2,200 | $336.0K | 0.31% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 2,204 | $336.7K | 0.07% | +2+0.1% | Added |
| Liberty Wealth Management LLC | 2,205 | $336.7K | 0.04% | +23+1.1% | Added |
| Texas Capital Bank Wealth Management Services Inc | 2,205 | $336.8K | 0.02% | +2,205 | New |
| Mattern Capital Management, LLC | 2,211 | $337.7K | 0.04% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 2,185 | $337.7K | 0.02% | +64+3.0% | Added |
| Palladiem, LLC | 2,181 | $338.2K | 0.32% | +11+0.5% | Added |
| Formidable Asset Management, LLC | 2,460 | $339.2K | 0.05% | −90−3.5% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 2,230 | $340.6K | 0.08% | 00.0% | Unchanged |
| Vann Equity Management LLC | 2,231 | $340.7K | 0.24% | +2,231 | New |
| Chilton Investment Co LLC | 2,250 | $343.7K | 0.01% | −2,897−56.3% | Reduced |
| NorthRock Partners, LLC | 2,250 | $343.7K | 0.01% | −103−4.4% | Reduced |
| Vicus Capital | 2,250 | $343.8K | 0.03% | −686−23.4% | Reduced |
| Tyche Wealth Partners LLC | 2,255 | $344.4K | 0.05% | +5+0.2% | Added |
| Keystone Financial Group | 2,280 | $344.6K | 0.02% | +55+2.5% | Added |
| Financial Security Advisor, Inc. | 2,264 | $345.8K | 0.06% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 2,272 | $347.0K | 0.08% | +2+0.1% | Added |
| Juncture Wealth Strategies, LLC | 2,283 | $348.7K | 0.12% | +336+17.3% | Added |
| Capital Performance Advisors LLP | 2,284 | $348.9K | 0.02% | +311+15.8% | Added |
| Claro Advisors LLC | 2,291 | $350.0K | 0.04% | +196+9.4% | Added |
| Kendall Capital Management | 2,295 | $350.6K | 0.07% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 2,300 | $351.3K | 0.06% | 00.0% | Unchanged |
| RiverGlades Family Offices LLC | 2,300 | $351.3K | 0.21% | +2,300 | New |
| Viawealth, LLC | 2,301 | $351.5K | 0.20% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 2,308 | $352.5K | 0.09% | +111+5.1% | Added |
| Caldwell Trust Co | 2,310 | $352.9K | 0.03% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 2,310 | $352.9K | 0.01% | +49+2.2% | Added |
| Koshinski Asset Management, Inc. | 2,315 | $353.6K | 0.02% | +220+10.5% | Added |
| Value Investment Professionals, LLC | 2,319 | $354.2K | 0.78% | +2,319 | New |
| Meyer Handelman Co | 2,320 | $354.4K | 0.01% | +2,320 | New |
| Key Client Fiduciary Advisors, LLC | 2,326 | $355.3K | 0.12% | −3−0.1% | Reduced |
| Community Financial Services Group, LLC | 2,297 | $356.2K | 0.06% | −1,228−34.8% | Reduced |
| Shoker Investment Counsel, Inc. | 2,335 | $356.7K | 0.11% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 2,335 | $356.7K | 0.02% | −120−4.9% | Reduced |
| Central Pacific Bank - Trust Division | 2,350 | $359.0K | 0.05% | −725−23.6% | Reduced |
| Mondrian Investment Partners LTD | 2,353 | $359.4K | 0.01% | −3,037−56.3% | Reduced |
| Maia Wealth LLC | 2,363 | $360.9K | 0.06% | −154−6.1% | Reduced |
| Sapient Capital LLC | 2,363 | $360.9K | 0.01% | +465+24.5% | Added |
| Nations Financial Group Inc, | 2,370 | $362.1K | 0.02% | +314+15.3% | Added |
| Van Strum & Towne Inc. | 2,372 | $362.3K | 0.11% | 00.0% | Unchanged |
| Argyle Capital Management Inc. | 2,375 | $362.8K | 0.12% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 2,376 | $362.9K | 0.02% | +138+6.2% | Added |
| Greenup Street Wealth Management LLC | 2,376 | $362.9K | 0.05% | −68−2.8% | Reduced |
| Avail Investment Partners, LLC | 2,374 | $363.0K | 0.39% | +2,374 | New |
| Ameritas Advisory Services, LLC | 2,391 | $365.2K | 0.01% | −2,484−51.0% | Reduced |
| Horizon Wealth Management, LLC | 2,399 | $366.4K | 0.05% | +45+1.9% | Added |
| Hopwood Financial Services, Inc. | 2,405 | $367.4K | 0.25% | −20−0.8% | Reduced |
| Kornitzer Capital Management Inc | 2,405 | $367.4K | 0.01% | +265+12.4% | Added |
| Independence Wealth Advisors, LLC | 2,423 | $370.1K | 0.20% | +685+39.4% | Added |
| One Wealth Capital Management, LLC | 2,555 | $371.8K | 0.16% | +1,085+73.8% | Added |
| Knights of Columbus Asset Advisors LLC | 2,435 | $371.9K | 0.02% | +2,435 | New |
| Sheets Smith Wealth Management | 2,450 | $374.2K | 0.04% | 00.0% | Unchanged |
| Essex LLC | 2,450 | $374.2K | 0.07% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 2,463 | $374.3K | 0.03% | +8+0.3% | Added |
| Busey Wealth Management | 2,452 | $374.5K | 0.01% | −57−2.3% | Reduced |
| Laraway Financial Inc | 2,467 | $376.8K | 0.26% | 00.0% | Unchanged |
| Xxi Wealth, LLC | 2,468 | $377.0K | 0.21% | +2,468 | New |
| M. Kulyk & Associates, LLC | 2,488 | $380.0K | 0.07% | +452+22.2% | Added |
| Viewpoint Investment Partners Corp | 3,400 | $380.2K | 0.18% | +800+30.8% | Added |
| Beese Fulmer Investment Management, Inc. | 2,490 | $380.3K | 0.02% | −100−3.9% | Reduced |
| BCJ Capital Management, LLC | 2,496 | $381.3K | 0.02% | +418+20.1% | Added |
| Norris Perne & French LLP | 2,500 | $381.9K | 0.02% | −21−0.8% | Reduced |
| Drive Wealth Management, LLC | 2,501 | $382.1K | 0.08% | +20+0.8% | Added |
| Legacy Advisors, LLC | 2,507 | $382.9K | 0.05% | −17−0.7% | Reduced |
| Watershed Private Wealth LLC | 2,509 | $383.3K | 0.12% | −156−5.9% | Reduced |
| Jacobs & Co | 2,520 | $384.0K | 0.04% | −80−3.1% | Reduced |
| Great Diamond Partners, LLC | 2,525 | $385.7K | 0.07% | −28−1.1% | Reduced |
| Founders Financial Alliance, LLC | 2,526 | $385.8K | 0.07% | +775+44.3% | Added |
| Flatrock Wealth Partners LLC | 2,527 | $386.0K | 0.17% | +66+2.7% | Added |