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 |
|---|---|---|---|---|---|
| RiverFront Investment Group, LLC | 3,981 | $608.1K | 0.01% | +165+4.3% | Added |
| Pure Financial Advisors, Inc. | 4,010 | $612.5K | 0.01% | +667+20.0% | Added |
| Heritage Family Offices, LLP | 4,018 | $613.7K | 0.27% | −1,134−22.0% | Reduced |
| Seven Mile Advisory | 4,023 | $614.5K | 0.44% | +61+1.5% | Added |
| S.A. Mason LLC | 4,040 | $617.1K | 0.23% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 4,042 | $617.4K | 0.03% | +2,003+98.2% | Added |
| Spears Abacus Advisors LLC | 4,047 | $618.2K | 0.01% | −1,061−20.8% | Reduced |
| Violich Capital Management, Inc. | 4,047 | $618.2K | 0.07% | −300−6.9% | Reduced |
| Tred Avon Family Wealth, LLC | 4,051 | $618.8K | 0.21% | −137−3.3% | Reduced |
| Capital Analysts, LLC | 4,070 | $622.0K | 0.02% | −993−19.6% | Reduced |
| Calamos Wealth Management LLC | 4,073 | $622.2K | 0.02% | −573−12.3% | Reduced |
| Calamos Advisors LLC | 4,073 | $622.2K | 0.00% | +4,073 | New |
| Miracle Mile Advisors, LLC | 4,089 | $624.6K | 0.01% | +438+12.0% | Added |
| Argyle Capital Partners, LLC | 4,094 | $625.4K | 0.45% | +33+0.8% | Added |
| R Squared Ltd | 4,097 | $625.8K | 0.34% | +1,764+75.6% | Added |
| PFG Investments, LLC | 4,101 | $626.4K | 0.03% | −98−2.3% | Reduced |
| Thornburg Investment Management Inc | 4,114 | $628.4K | 0.01% | −775−15.9% | Reduced |
| Cromwell Holdings LLC | 4,117 | $628.9K | 0.35% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 4,259 | $629.7K | 0.05% | +897+26.7% | Added |
| Private Wealth Asset Management, LLC | 4,127 | $630.4K | 0.07% | 00.0% | Unchanged |
| Financial & Tax Architects, LLC | 4,135 | $631.6K | 0.14% | −2,467−37.4% | Reduced |
| Pinnacle West Asset Management, Inc. | 4,155 | $635.0K | 0.43% | −115−2.7% | Reduced |
| FDx Advisors, Inc. | 4,156 | $635.0K | 0.20% | +4,156 | New |
| Anchyra Partners LLC | 4,170 | $637.0K | 0.19% | +792+23.4% | Added |
| D'Orazio & Associates, Inc. | 4,187 | $639.6K | 0.08% | +59+1.4% | Added |
| Icon Wealth Advisors, LLC | 4,479 | $640.2K | 0.04% | −189−4.0% | Reduced |
| Curbstone Financial Management Corp | 4,194 | $640.6K | 0.12% | −150−3.5% | Reduced |
| CX Institutional | 4,203 | $642.0K | 0.02% | −609−12.7% | Reduced |
| Baker Tilly Wealth Management, LLC | 4,227 | $645.7K | 0.16% | +146+3.6% | Added |
| Atlas Capital Advisors LLC | 4,232 | $646.4K | 0.07% | −300−6.6% | Reduced |
| Cambient Family Office, LLC | 4,264 | $651.3K | 0.09% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 4,265 | $651.5K | 0.02% | +915+27.3% | Added |
| Angeles Wealth Management, LLC | 4,286 | $654.8K | 0.04% | +1,086+33.9% | Added |
| Klingman & Associates, LLC | 4,293 | $655.8K | 0.03% | +154+3.7% | Added |
| Advisor OS, LLC | 4,310 | $658.4K | 0.05% | +4,310 | New |
| Oarsman Capital, Inc. | 4,320 | $659.9K | 0.08% | −110−2.5% | Reduced |
| First City Capital Management, Inc. | 4,321 | $660.0K | 0.35% | +10.0% | Added |
| Wedbush Securities Inc | 4,323 | $660.0K | 0.02% | −811−15.8% | Reduced |
| Stegent Equity Advisors, Inc. | 4,343 | $663.4K | 0.57% | +1,687+63.5% | Added |
| HBK Sorce Advisory LLC | 4,557 | $665.5K | 0.01% | +195+4.5% | Added |
| Clear Harbor Asset Management, LLC | 4,362 | $666.3K | 0.05% | −66−1.5% | Reduced |
| Allen Wealth Management, LLC | 4,370 | $667.5K | 0.33% | −200−4.4% | Reduced |
| Mill Capital Management, LLC | 4,388 | $670.3K | 0.05% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 4,392 | $670.9K | 0.02% | +300+7.3% | Added |
| SmartHarvest Portfolios, LLC | 4,407 | $673.2K | 0.28% | +1,565+55.1% | Added |
| Marino, Stram & Associates LLC | 4,413 | $674.1K | 0.12% | +30+0.7% | Added |
| Washington Trust Co | 4,467 | $682.3K | 0.02% | −76−1.7% | Reduced |
| Nilsine Partners, LLC | 4,762 | $686.6K | 0.05% | −309−6.1% | Reduced |
| RNC Capital Management LLC | 4,497 | $686.9K | 0.03% | −101−2.2% | Reduced |
| Foundations Investment Advisors, LLC | 4,504 | $687.9K | 0.01% | +275+6.5% | Added |
| Xponance, Inc. | 4,507 | $688.4K | 0.00% | +961+27.1% | Added |
| Stablepoint Partners, LLC | 4,530 | $692.0K | 0.10% | +39+0.9% | Added |
| Hanson & Doremus Investment Management | 4,528 | $692.0K | 0.08% | +3,903+624.5% | Added |
| Cordatus Wealth Management LLC | 4,541 | $693.6K | 0.17% | −733−13.9% | Reduced |
| Brucke Financial, Inc. | 4,544 | $694.1K | 0.35% | −1,327−22.6% | Reduced |
| Mraz, Amerine & Associates, Inc. | 4,552 | $695.3K | 0.10% | −1,746−27.7% | Reduced |
| Rossmore Private Capital | 4,581 | $699.7K | 0.06% | −146−3.1% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 4,602 | $702.9K | 0.12% | −571−11.0% | Reduced |
| Presilium Private Wealth, LLC | 4,605 | $703.5K | 0.12% | +4,605 | New |
| Gateway Wealth Partners, LLC | 4,616 | $705.0K | 0.03% | +4,616 | New |
| Opal Wealth Advisors, LLC | 4,634 | $707.8K | 0.16% | +522+12.7% | Added |
| Cyndeo Wealth Partners, LLC | 4,646 | $709.7K | 0.04% | +155+3.5% | Added |
| Syon Capital LLC | 4,649 | $710.1K | 0.04% | +18+0.4% | Added |
| Convergence Financial, LLC | 4,670 | $713.4K | 0.08% | +2,224+90.9% | Added |
| Visionary Horizons, LLC | 4,680 | $714.9K | 0.35% | +10+0.2% | Added |
| Bedel Financial Consulting, Inc. | 4,682 | $715.2K | 0.08% | −13−0.3% | Reduced |
| Cullinan Associates Inc | 4,700 | $717.9K | 0.06% | 00.0% | Unchanged |
| Sigma Planning Corp | 4,716 | $720.4K | 0.02% | −381−7.5% | Reduced |
| Greenspring Advisors, LLC | 4,733 | $723.0K | 0.04% | +437+10.2% | Added |
| Cascade Financial Partners, LLC | 4,733 | $723.0K | 0.07% | −100−2.1% | Reduced |
| Net Worth Advisory Group | 4,756 | $726.5K | 0.15% | −283−5.6% | Reduced |
| Veracity Capital LLC | 4,756 | $726.5K | 0.26% | +990+26.3% | Added |
| Grimes & Company, Inc. | 4,758 | $726.7K | 0.02% | +120+2.6% | Added |
| National Asset Management, Inc. | 4,842 | $728.0K | 0.05% | −1,944−28.6% | Reduced |
| Valley Brook Capital Group | 4,767 | $728.2K | 0.49% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 4,772 | $728.9K | 0.04% | −28−0.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,799 | $733.0K | 0.00% | +244+5.4% | Added |
| Essex Savings Bank | 4,814 | $735.3K | 0.16% | +20.0% | Added |
| BXM Wealth LLC | 4,840 | $739.3K | 0.57% | −37,977−88.7% | Reduced |
| JFS Wealth Advisors, LLC | 4,875 | $744.6K | 0.04% | −47−1.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 5,120 | $745.0K | 0.39% | −396−7.2% | Reduced |
| Crestwood Advisors Group LLC | 4,892 | $747.3K | 0.01% | +913+22.9% | Added |
| Burns J W & Co Inc | 4,918 | $751.3K | 0.09% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 4,925 | $752.3K | 0.01% | −473−8.8% | Reduced |
| Colter Lewis Investment Partners LLC | 4,933 | $753.5K | 0.71% | +4,933 | New |
| Liberty One Investment Management, LLC | 4,941 | $754.8K | 0.08% | +450+10.0% | Added |
| SRS Capital Advisors, Inc. | 5,021 | $756.8K | 0.02% | −2,192−30.4% | Reduced |
| One Wealth Advisors, LLC | 4,955 | $756.9K | 0.09% | +59+1.2% | Added |
| Payne Capital LLC | 5,000 | $763.8K | 0.70% | 00.0% | Unchanged |
| Natural Investments, LLC | 5,007 | $764.0K | 0.19% | +305+6.5% | Added |
| Rexford Capital Inc | 5,002 | $764.1K | 0.55% | +8+0.2% | Added |
| Cary Street Partners Financial LLC | 5,004 | $764.4K | 0.02% | +22+0.4% | Added |
| CFO4Life Group, LLC | 5,010 | $765.3K | 0.12% | −699−12.2% | Reduced |
| Drucker Wealth 3.0, LLC | 5,012 | $765.7K | 0.13% | +35+0.7% | Added |
| Catalytic Wealth RIA, LLC | 5,022 | $767.1K | 0.03% | +1,307+35.2% | Added |
| Independent Financial Group, LLC | 5,025 | $767.5K | 0.02% | +1,163+30.1% | Added |
| Monument Capital Management | 5,076 | $775.4K | 0.19% | +690+15.7% | Added |
| O'Brien Greene & Co. Inc | 5,081 | $776.1K | 0.22% | 00.0% | Unchanged |
| DF Dent & Co Inc | 5,115 | $781.3K | 0.01% | +1,784+53.6% | Added |
| First American Trust, FSB | 5,123 | $782.5K | 0.05% | +265+5.5% | Added |