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 |
|---|---|---|---|---|---|
| Walkner Condon Financial Advisors LLC | 2,528 | $386.2K | 0.05% | +764+43.3% | Added |
| JGP Wealth Management, LLC | 2,536 | $387.4K | 0.04% | +106+4.4% | Added |
| 55 North Private Wealth, LLC | 2,539 | $387.9K | 0.10% | +410+19.3% | Added |
| GF Fund Management Co. Ltd. | 2,542 | $388.3K | 0.01% | −1,730−40.5% | Reduced |
| Quantum Financial Advisors, LLC | 2,564 | $391.6K | 0.04% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 2,569 | $392.4K | 0.03% | −45−1.7% | Reduced |
| OneAscent Financial Services LLC | 2,570 | $392.5K | 0.02% | +2,570 | New |
| CNB Bank | 2,575 | $393.3K | 0.17% | 00.0% | Unchanged |
| Delaney Dennis R | 2,575 | $393.3K | 0.14% | +2,575 | New |
| GSB Wealth Management, LLC | 2,576 | $393.5K | 0.09% | +3+0.1% | Added |
| JM2 Capital Inc. | 2,581 | $394.2K | 0.33% | +34+1.3% | Added |
| Compass Ion Advisors, LLC | 2,591 | $395.7K | 0.04% | +31+1.2% | Added |
| Wimmer Associates 1, LLC | 2,594 | $396.2K | 0.19% | +70+2.8% | Added |
| Meridian Wealth Advisors, LLC | 2,601 | $397.3K | 0.05% | 00.0% | Unchanged |
| Intrua Financial, LLC | 2,614 | $399.3K | 0.04% | −352−11.9% | Reduced |
| a16z Perennial Management, L.P. | 2,618 | $399.9K | 0.03% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 2,621 | $400.4K | 0.03% | +4+0.2% | Added |
| Norden Group LLC | 2,622 | $400.5K | 0.04% | +474+22.1% | Added |
| Eagle Strategies LLC | 2,630 | $401.7K | 0.05% | +27+1.0% | Added |
| Focus Financial Network, Inc. | 2,630 | $401.7K | 0.01% | −330−11.1% | Reduced |
| Peddock Capital Advisors, LLC | 2,632 | $402.0K | 0.09% | 00.0% | Unchanged |
| Chapman Financial Group, LLC | 2,637 | $402.8K | 0.29% | −612−18.8% | Reduced |
| Advisors Preferred, LLC | 2,645 | $404.0K | 0.06% | +2,075+364.0% | Added |
| Carter Financial Group, INC. | 2,649 | $404.7K | 0.25% | −237−8.2% | Reduced |
| Hilton Head Capital Partners, LLC | 2,651 | $404.9K | 0.23% | +16+0.6% | Added |
| Key Financial Inc | 2,659 | $406.2K | 0.07% | +67+2.6% | Added |
| Founders Financial Securities LLC | 2,628 | $407.5K | 0.02% | −112−4.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 2,675 | $408.6K | 0.02% | +286+12.0% | Added |
| Quad-Cities Investment Group, LLC | 2,675 | $408.6K | 0.16% | −98−3.5% | Reduced |
| Walter & Keenan Financial Consulting Co | 2,677 | $408.9K | 0.12% | +30+1.1% | Added |
| Gotham Asset Management, LLC | 2,683 | $409.8K | 0.00% | −72−2.6% | Reduced |
| Advyzon Investment Management, LLC | 2,687 | $410.4K | 0.04% | +2,687 | New |
| Kapstone Financial Advisors LLC | 2,695 | $411.7K | 0.20% | 00.0% | Unchanged |
| Philadelphia Trust Co | 2,700 | $412.0K | 0.03% | 00.0% | Unchanged |
| Roundview Capital LLC | 2,707 | $413.5K | 0.03% | −4−0.1% | Reduced |
| PUREfi Wealth, LLC | 2,715 | $414.7K | 0.27% | +2,715 | New |
| Summit Global Investments | 2,716 | $415.0K | 0.02% | +33+1.2% | Added |
| Keebeck Wealth Management, LLC | 2,718 | $415.2K | 0.05% | +2,718 | New |
| Northstar Group, Inc. | 2,729 | $416.9K | 0.06% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 2,733 | $417.5K | 0.03% | 00.0% | Unchanged |
| Golden State Equity Partners | 2,748 | $419.8K | 0.03% | +1,250+83.4% | Added |
| Indivisible Partners | 2,755 | $420.8K | 0.04% | +2,755 | New |
| BSW Wealth Partners | 2,772 | $423.4K | 0.05% | −371−11.8% | Reduced |
| High Net Worth Advisory Group LLC | 2,779 | $424.5K | 0.10% | 00.0% | Unchanged |
| PEAK6 LLC | 2,779 | $424.5K | 0.01% | +1,643+144.6% | Added |
| Magnus Financial Group LLC | 2,782 | $425.0K | 0.03% | −35−1.2% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 2,781 | $425.0K | 0.01% | 00.0% | Unchanged |
| Ewa, LLC | 2,786 | $425.6K | 0.10% | +80+3.0% | Added |
| Flywheel Private Wealth LLC | 2,796 | $427.1K | 0.24% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 2,820 | $430.8K | 0.02% | +782+38.4% | Added |
| Sound View Wealth Advisors Group, LLC | 2,828 | $432.0K | 0.03% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 2,833 | $432.7K | 0.02% | +1,118+65.2% | Added |
| Inscription Capital, LLC | 2,835 | $433.1K | 0.05% | +544+23.7% | Added |
| Community Bank & Trust, Waco, Texas | 2,851 | $435.0K | 0.09% | 00.0% | Unchanged |
| one8zero8, LLC | 2,852 | $435.6K | 0.10% | 00.0% | Unchanged |
| Verition Fund Management LLC | 2,860 | $436.9K | 0.00% | −4,646−61.9% | Reduced |
| Wulff, Hansen & Co. | 2,865 | $437.6K | 0.45% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 2,877 | $439.5K | 0.19% | +2,877 | New |
| Almanack Investment Partners, LLC. | 2,892 | $441.8K | 0.07% | −27−0.9% | Reduced |
| Apella Capital, LLC | 2,908 | $441.9K | 0.01% | +668+29.8% | Added |
| Alliance Wealth Advisors, LLC | 2,895 | $442.2K | 0.10% | −449−13.4% | Reduced |
| National Philanthropic Trust | 2,896 | $442.4K | 0.00% | +597+26.0% | Added |
| Aspiriant, LLC | 2,898 | $442.7K | 0.01% | +267+10.1% | Added |
| Intellectus Partners, LLC | 2,899 | $442.8K | 0.09% | −960−24.9% | Reduced |
| Harvest Fund Management Co., Ltd | 2,900 | $443.0K | 0.02% | +2,900 | New |
| SIH Partners, LLLP | 2,903 | $443.4K | 0.01% | −23,676−89.1% | Reduced |
| Canal Capital Management, LLC | 2,906 | $443.8K | 0.06% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2,910 | $444.5K | 0.03% | −1,449−33.2% | Reduced |
| LRI Investments, LLC | 2,933 | $448.0K | 0.04% | +155+5.6% | Added |
| Paul Damon & Associates, Inc. | 2,945 | $449.8K | 0.20% | +1,255+74.3% | Added |
| Rossby Financial, LCC | 2,901 | $449.9K | 0.09% | +181+6.7% | Added |
| Clear Creek Financial Management, LLC | 2,960 | $452.1K | 0.03% | +193+7.0% | Added |
| Pointe Capital Management LLC | 2,977 | $454.7K | 0.23% | −161−5.1% | Reduced |
| Sanchez Gaunt Capital Management, LLC | 2,978 | $454.9K | 0.28% | +2,978 | New |
| Platform Technology Partners | 2,984 | $455.8K | 0.09% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 2,986 | $456.1K | 0.03% | +636+27.1% | Added |
| Flagship Harbor Advisors, LLC | 2,987 | $456.3K | 0.02% | +319+12.0% | Added |
| Robertson Stephens Wealth Management, LLC | 2,988 | $456.5K | 0.01% | +2,988 | New |
| Western Wealth Management, LLC | 2,989 | $456.6K | 0.02% | +105+3.6% | Added |
| Charter Trust Co | 2,992 | $457.0K | 0.03% | +79+2.7% | Added |
| Abner Herrman & Brock LLC | 3,000 | $458.0K | 0.05% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 3,000 | $458.3K | 0.17% | 00.0% | Unchanged |
| Sentry LLC | 3,010 | $459.8K | 0.15% | 00.0% | Unchanged |
| J Hagan Capital, Inc. | 3,010 | $459.8K | 0.25% | 00.0% | Unchanged |
| Blake Schutter Theil Wealth Advisors, LLC | 3,011 | $459.9K | 0.37% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 3,027 | $462.4K | 0.19% | −10.0% | Reduced |
| Woodstock Corp | 3,029 | $462.7K | 0.04% | −48−1.6% | Reduced |
| Corient IA LLC | 3,030 | $462.8K | 0.44% | 00.0% | Unchanged |
| TigerOak Management, L.L.C. | 3,044 | $465.0K | 0.15% | −6−0.2% | Reduced |
| Klingenstein Fields & Co LP | 3,047 | $465.4K | 0.02% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 3,050 | $465.8K | 0.03% | −176−5.5% | Reduced |
| Berkshire Bank | 3,059 | $467.3K | 0.10% | +385+14.4% | Added |
| FLC Capital Advisors | 3,066 | $468.3K | 0.08% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 3,094 | $472.0K | 0.03% | +14+0.5% | Added |
| Tranquilli Financial Advisor LLC | 3,094 | $472.6K | 0.28% | −1,137−26.9% | Reduced |
| OneAscent Family Office, LLC | 3,096 | $472.9K | 0.33% | +680+28.1% | Added |
| Severin Investments, LLC | 3,097 | $473.0K | 0.41% | −353−10.2% | Reduced |
| Lantern Wealth Advisors, LLC | 3,100 | $473.5K | 0.24% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 3,102 | $473.8K | 0.28% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 3,219 | $474.2K | 0.01% | +319+11.0% | Added |