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
- 1,604
- +109 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
- 197
- 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 |
|---|---|---|---|---|---|
| Clear Wave Wealth Management LLC | 3,114 | $475.7K | 0.12% | +3,114 | New |
| Capital Investment Advisors, LLC | 3,121 | $476.7K | 0.01% | −78−2.4% | Reduced |
| Broderick Brian C | 3,121 | $476.7K | 0.09% | 00.0% | Unchanged |
| Addison Advisors LLC | 3,132 | $478.4K | 0.11% | −21−0.7% | Reduced |
| Summit Financial Wealth Advisors, LLC | 3,167 | $483.8K | 0.07% | +46+1.5% | Added |
| Wealthcare Advisory Partners LLC | 3,168 | $484.0K | 0.01% | −76−2.3% | Reduced |
| Cpwa, LLC | 3,337 | $484.6K | 0.58% | +3,337 | New |
| Traveka Wealth, LLC | 3,185 | $486.5K | 0.19% | −83−2.5% | Reduced |
| Occidental Asset Management, LLC | 3,189 | $487.1K | 0.06% | +197+6.6% | Added |
| Boston Private Wealth LLC | 3,196 | $488.2K | 0.03% | −214−6.3% | Reduced |
| Stokes Family Office, LLC | 3,198 | $488.5K | 0.05% | −1,607−33.4% | Reduced |
| King Wealth | 3,200 | $489.0K | 0.06% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 3,240 | $494.9K | 0.14% | −100−3.0% | Reduced |
| Wealth Alliance | 3,248 | $496.1K | 0.05% | −314−8.8% | Reduced |
| Pinnacle Bancorp, Inc. | 3,250 | $496.4K | 0.15% | −43−1.3% | Reduced |
| LCM Capital Management Inc | 3,272 | $499.8K | 0.25% | +57+1.8% | Added |
| Kanawha Capital Management LLC | 3,279 | $500.9K | 0.04% | −15−0.5% | Reduced |
| Range Financial Group LLC | 3,306 | $505.0K | 0.17% | −7−0.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 3,309 | $505.4K | 0.02% | −1,641−33.2% | Reduced |
| McDaniel Terry & Co | 3,325 | $507.9K | 0.04% | +156+4.9% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,325 | $508.0K | 0.03% | +19+0.6% | Added |
| Axiom Investment Management LLC | 3,326 | $508.0K | 0.39% | +3,326 | New |
| Hendershot Investments Inc. | 3,331 | $508.8K | 0.07% | 00.0% | Unchanged |
| LaFleur & Godfrey LLC | 3,337 | $509.7K | 0.06% | 00.0% | Unchanged |
| Michels Family Financial, LLC | 3,342 | $510.5K | 0.37% | 00.0% | Unchanged |
| Certior Financial Group, LLC | 3,342 | $510.5K | 0.33% | +21+0.6% | Added |
| Mitchell Sinkler & Starr | 3,343 | $510.6K | 0.24% | −50−1.5% | Reduced |
| Icapital Wealth LLC | 3,352 | $512.0K | 0.31% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 3,352 | $512.0K | 0.29% | −100−2.9% | Reduced |
| Cornerstone Wealth Management, LLC | 3,361 | $513.4K | 0.03% | +11+0.3% | Added |
| Latitude Advisors, LLC | 3,370 | $514.8K | 0.24% | −128−3.7% | Reduced |
| Expressive Wealth LLC | 3,479 | $516.1K | 0.49% | +3,479 | New |
| Arvest Investments, Inc. | 3,384 | $516.9K | 0.07% | −78−2.3% | Reduced |
| Round Hill Asset Management | 3,392 | $518.1K | 0.34% | 00.0% | Unchanged |
| Intergy Private Wealth, LLC | 3,397 | $518.9K | 0.15% | −79−2.3% | Reduced |
| Three Seasons Wealth, LLC | 3,400 | $519.4K | 0.20% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 3,405 | $520.1K | 0.18% | +1,004+41.8% | Added |
| Heck Capital Advisors, LLC | 3,410 | $520.9K | 0.04% | −26−0.8% | Reduced |
| Sachetta, LLC | 3,414 | $521.5K | 0.28% | +59+1.8% | Added |
| Regatta Capital Group, LLC | 3,420 | $522.4K | 0.08% | −906−20.9% | Reduced |
| Revisor Wealth Management LLC | 3,426 | $523.3K | 0.14% | −1,031−23.1% | Reduced |
| Evergreen Wealth Solutions, LLC | 3,441 | $525.6K | 0.04% | +690+25.1% | Added |
| Burns Matteson Capital Management, LLC | 3,446 | $526.4K | 0.21% | +3,446 | New |
| Riversedge Advisors, LLC | 3,458 | $528.2K | 0.09% | +87+2.6% | Added |
| Change Path, LLC | 3,462 | $528.9K | 0.01% | −38−1.1% | Reduced |
| Verity & Verity, LLC | 3,478 | $531.3K | 0.04% | −300−7.9% | Reduced |
| Canopy Partners, LLC | 3,479 | $531.4K | 0.18% | 00.0% | Unchanged |
| Foster Group, Inc. | 3,487 | $532.6K | 0.02% | +191+5.8% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 3,492 | $533.0K | 0.03% | +1,430+69.4% | Added |
| CoreFirst Bank & Trust | 3,490 | $533.1K | 0.28% | +40+1.2% | Added |
| New Republic Capital, LLC | 3,496 | $534.0K | 0.18% | −2,133−37.9% | Reduced |
| Newman Dignan & Sheerar, Inc. | 3,499 | $534.5K | 0.11% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 3,499 | $534.5K | 0.35% | 00.0% | Unchanged |
| Cherokee Insurance Co | 3,500 | $534.6K | 0.20% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 3,515 | $537.0K | 0.00% | +3,515 | New |
| Nwam LLC | 3,519 | $537.5K | 0.03% | +294+9.1% | Added |
| Harbour Capital Advisors, LLC | 3,654 | $538.3K | 0.10% | +3,654 | New |
| Sym Financial Corp | 3,534 | $539.8K | 0.05% | +544+18.2% | Added |
| YHB Investment Advisors, Inc. | 3,553 | $542.7K | 0.04% | −330−8.5% | Reduced |
| Mosaic Family Wealth Partners, LLC | 3,557 | $543.3K | 0.06% | +1,989+126.8% | Added |
| Journey Retirement Planning & Investment Management LLC | 3,568 | $545.0K | 0.48% | −10,488−74.6% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 3,581 | $547.0K | 0.04% | −131−3.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 3,591 | $548.7K | 0.05% | +1,346+60.0% | Added |
| RFG Advisory, LLC | 3,592 | $548.7K | 0.01% | +1,329+58.7% | Added |
| Jackson Square Capital, LLC | 3,600 | $549.9K | 0.12% | +131+3.8% | Added |
| Evoke Wealth, LLC | 3,604 | $550.6K | 0.01% | −181−4.8% | Reduced |
| Perennial Investment Advisors, LLC | 3,618 | $552.5K | 0.04% | +394+12.2% | Added |
| Cohen Investment Advisors LLC | 3,635 | $555.2K | 0.26% | −19−0.5% | Reduced |
| Institute for Wealth Management, LLC. | 3,636 | $555.4K | 0.06% | +5+0.1% | Added |
| Haven Private, LLC | 3,654 | $558.1K | 0.24% | +105+3.0% | Added |
| Journey Strategic Wealth LLC | 3,664 | $559.6K | 0.01% | +198+5.7% | Added |
| IFP Advisors, Inc | 3,679 | $562.0K | 0.01% | +708+23.8% | Added |
| Davidson Trust Co | 3,685 | $562.9K | 0.24% | −52−1.4% | Reduced |
| Southland Equity Partners LLC | 3,685 | $562.9K | 0.11% | +249+7.2% | Added |
| Hemenway Trust Co LLC | 3,700 | $565.2K | 0.05% | −230−5.9% | Reduced |
| AlTi Global, Inc. | 3,714 | $567.3K | 0.01% | −667−15.2% | Reduced |
| Traynor Capital Management, Inc. | 3,782 | $568.7K | 0.03% | +1,965+108.1% | Added |
| Roxbury Financial LLC | 3,726 | $569.2K | 0.51% | +9+0.2% | Added |
| Turtle Creek Wealth Advisors, LLC | 3,733 | $570.2K | 0.04% | +1,144+44.2% | Added |
| ClearAlpha Technologies LP | 3,735 | $570.5K | 1.17% | +3,735 | New |
| Aspen Investment Management Inc | 3,736 | $571.0K | 0.17% | −54−1.4% | Reduced |
| SPWM Advisors LLC | 3,869 | $573.2K | 0.50% | −1,206−23.8% | Reduced |
| Aull & Monroe Investment Management Corp | 3,771 | $576.0K | 0.27% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 3,775 | $576.6K | 0.01% | −361−8.7% | Reduced |
| Altfest L J & Co Inc | 3,776 | $576.7K | 0.06% | +18+0.5% | Added |
| Patton Albertson Miller Group, LLC | 3,782 | $577.7K | 0.07% | −241−6.0% | Reduced |
| Hexagon Capital Partners LLC | 3,783 | $577.9K | 0.08% | +3,783 | New |
| Hollow Brook Wealth Management LLC | 3,788 | $578.6K | 0.15% | 00.0% | Unchanged |
| Acorn Creek Capital LLC | 3,820 | $583.5K | 0.21% | +93+2.5% | Added |
| Twin Lakes Capital Management, LLC | 3,830 | $585.1K | 0.27% | −75−1.9% | Reduced |
| Optas, LLC | 3,849 | $587.9K | 0.09% | +10+0.3% | Added |
| Invested Advisors | 3,851 | $588.2K | 0.59% | −123−3.1% | Reduced |
| Grove Bank & Trust | 3,883 | $593.1K | 0.07% | +759+24.3% | Added |
| Strategic Investment Advisors | 3,885 | $593.4K | 0.04% | −55−1.4% | Reduced |
| Fiduciary Financial Group, LLC | 3,892 | $594.5K | 0.08% | +215+5.8% | Added |
| Smith, Salley & Associates | 3,892 | $594.5K | 0.03% | +500+14.7% | Added |
| Moneta Group Investment Advisors LLC | 3,902 | $596.0K | 0.00% | +313+8.7% | Added |
| Dakota Wealth Management | 3,907 | $596.8K | 0.01% | −783−16.7% | Reduced |
| Helen Stephens Group, LLC | 3,941 | $602.0K | 0.12% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 3,944 | $602.4K | 0.17% | 00.0% | Unchanged |