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 |
|---|---|---|---|---|---|
| Oak Associates, Ltd | 156,362 | $23.9M | 1.61% | −633−0.4% | Reduced |
| QRG Capital Management, Inc. | 150,844 | $23.0M | 0.24% | +17,731+13.3% | Added |
| Douglas Lane & Associates, LLC | 145,118 | $22.2M | 0.32% | −5,911−3.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 142,824 | $21.8M | 0.11% | +9,557+7.2% | Added |
| ProVise Management Group, LLC | 141,200 | $21.6M | 1.55% | −3,279−2.3% | Reduced |
| Neuberger Berman Group LLC | 140,620 | $21.5M | 0.02% | +20,594+17.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 139,562 | $21.3M | 0.06% | −202,974−59.3% | Reduced |
| Fiera Capital Corp | 139,111 | $21.2M | 0.07% | +14,744+11.9% | Added |
| Pathstone Holdings, LLC | 136,897 | $20.9M | 0.08% | +18,106+15.2% | Added |
| Ingalls & Snyder LLC | 135,882 | $20.8M | 0.74% | +3,056+2.3% | Added |
| Coleford Investment Management Ltd. | 135,620 | $20.7M | 5.08% | +1,945+1.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 147,794 | $20.7M | 0.05% | −38,612−20.7% | Reduced |
| UBS Asset Management Americas Inc | 126,885 | $19.4M | 0.00% | +104,729+472.7% | Added |
| Blair William & Co | 126,421 | $19.3M | 0.06% | +45,143+55.5% | Added |
| GW Henssler & Associates Ltd | 125,512 | $19.2M | 0.90% | −3,551−2.8% | Reduced |
| Capital Wealth Planning, LLC | 125,419 | $19.2M | 0.11% | −38,126−23.3% | Reduced |
| BNP Paribas Arbitrage, SA | 121,040 | $18.5M | 0.01% | +45,683+60.6% | Added |
| JustInvest LLC | 120,635 | $18.4M | 0.18% | −9,764−7.5% | Reduced |
| Rockefeller Capital Management L.P. | 118,307 | $18.1M | 0.03% | +10,102+9.3% | Added |
| Quadrature Capital Ltd | 114,289 | $17.5M | 0.21% | +69,220+153.6% | Added |
| Invesco Ltd. | 113,344 | $17.3M | 0.00% | −62,333−35.5% | Reduced |
| Russell Investments Group, Ltd. | 113,276 | $17.3M | 0.02% | +16,017+16.5% | Added |
| Wilkins Investment Counsel Inc | 112,677 | $17.2M | 2.47% | −3,735−3.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 108,597 | $16.6M | 0.01% | −679,380−86.2% | Reduced |
| Exencial Wealth Advisors, LLC | 108,594 | $16.6M | 0.52% | +13,096+13.7% | Added |
| Edgemoor Investment Advisors, Inc. | 108,581 | $16.6M | 1.31% | +251+0.2% | Added |
| Boston Common Asset Management, LLC | 108,116 | $16.5M | 1.06% | −5,150−4.5% | Reduced |
| Cresset Asset Management, LLC | 107,430 | $16.4M | 0.07% | +598+0.6% | Added |
| Callan Family Office, LLC | 106,950 | $16.3M | 0.37% | +2,103+2.0% | Added |
| Allspring Global Investments Holdings, LLC | 102,595 | $15.9M | 0.03% | −3,445−3.2% | Reduced |
| Ritholtz Wealth Management | 104,146 | $15.9M | 0.28% | +4,312+4.3% | Added |
| Ethic Inc. | 103,551 | $15.8M | 0.25% | +9,686+10.3% | Added |
| Nomura Holdings Inc | 99,013 | $15.1M | 0.13% | +99,013 | New |
| First Fiduciary Investment Counsel, Inc. | 98,838 | $15.1M | 3.04% | −36,610−27.0% | Reduced |
| Allworth Financial LP | 96,473 | $14.7M | 0.06% | +3,448+3.7% | Added |
| Skopos Labs, Inc. | 96,271 | $14.7M | 0.46% | +31,323+48.2% | Added |
| American Assets Investment Management, LLC | 93,610 | $14.3M | 0.97% | 00.0% | Unchanged |
| Optiver Holding B.V. | 92,638 | $14.2M | 0.54% | −58,952−38.9% | Reduced |
| United Capital Financial Advisers, LLC | 92,055 | $14.1M | 0.09% | +7,014+8.2% | Added |
| Tocqueville Asset Management L.P. | 91,898 | $14.0M | 0.21% | −22,937−20.0% | Reduced |
| Sanctuary Advisors, LLC | 90,326 | $13.8M | 0.07% | −1,236−1.3% | Reduced |
| Bahl & Gaynor Inc | 85,688 | $13.1M | 0.07% | −474−0.6% | Reduced |
| Manning & Napier Advisors LLC | 84,943 | $13.0M | 0.18% | −909−1.1% | Reduced |
| Matthew Goff Investment Advisor, LLC | 84,606 | $12.9M | 2.20% | −1,249−1.5% | Reduced |
| Beacon Pointe Advisors, LLC | 84,517 | $12.9M | 0.07% | +17,935+26.9% | Added |
| CIBC World Markets Inc. | 84,313 | $12.9M | 0.02% | −444,250−84.0% | Reduced |
| Osterweis Capital Management Inc | – | $12.8M | 0.66% | – | – |
| Investment House LLC | 81,783 | $12.5M | 0.65% | −65−0.1% | Reduced |
| Eldred Rock Partners, LLC | 80,768 | $12.3M | 3.14% | −781−1.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 79,612 | $12.2M | 0.13% | −14,670−15.6% | Reduced |
| CWM, LLC | 79,113 | $12.1M | 0.03% | −3,961−4.8% | Reduced |
| Zevin Asset Management LLC | 79,087 | $12.1M | 1.67% | −1,895−2.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 83,279 | $12.0M | 0.15% | −1,220−1.4% | Reduced |
| Cohen Capital Management, Inc. | 76,849 | $11.7M | 1.82% | +236+0.3% | Added |
| GWM Advisors LLC | 75,954 | $11.6M | 0.04% | +414+0.5% | Added |
| TD Waterhouse Canada Inc. | 74,666 | $11.6M | 0.03% | +45,644+157.3% | Added |
| Gabelli Funds LLC | 75,500 | $11.5M | 0.08% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 75,338 | $11.5M | 1.60% | −1,254−1.6% | Reduced |
| Reynders McVeigh Capital Management, LLC | 73,392 | $11.2M | 0.57% | −4,562−5.9% | Reduced |
| Scotia Capital Inc. | 72,553 | $11.1M | 0.05% | +25,084+52.8% | Added |
| Clifford Swan Investment Counsel LLC | 72,551 | $11.1M | 0.38% | −998−1.4% | Reduced |
| Tower Bridge Advisors | 71,531 | $10.9M | 1.06% | +630+0.9% | Added |
| Tweedy, Browne Co LLC | 71,305 | $10.9M | 0.87% | −3,600−4.8% | Reduced |
| Mengis Capital Management, Inc. | 70,648 | $10.8M | 1.86% | −100−0.1% | Reduced |
| Altrius Capital Management Inc | 70,631 | $10.8M | 2.15% | −4,292−5.7% | Reduced |
| Camden National Bank | 70,211 | $10.7M | 1.45% | −658−0.9% | Reduced |
| Laird Norton Trust Company, LLC | 69,383 | $10.6M | 0.23% | +271+0.4% | Added |
| Empowered Funds, LLC | 68,854 | $10.5M | 0.07% | +8,329+13.8% | Added |
| Salem Investment Counselors Inc | 68,728 | $10.5M | 0.31% | +63,391+1,187.8% | Added |
| Baird Financial Group, Inc. | 67,212 | $10.3M | 0.02% | −1,173−1.7% | Reduced |
| SALT Holding Corp. | 66,844 | $10.2M | 6.27% | +66,844 | New |
| Hantz Financial Services, Inc. | 66,346 | $10.1M | 0.15% | +9,876+17.5% | Added |
| Keybank National Association | 63,679 | $9.73M | 0.04% | +10,666+20.1% | Added |
| Tudor Investment Corp Et Al | 63,250 | $9.66M | 0.05% | +54,026+585.7% | Added |
| Glenmede Trust Co NA | 63,066 | $9.63M | 0.05% | +8,680+16.0% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 65,092 | $9.60M | 2.29% | −5,419−7.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 62,486 | $9.54M | 0.01% | −623−1.0% | Reduced |
| Atria Investments LLC | 62,456 | $9.54M | 0.11% | +4,190+7.2% | Added |
| Quadrant Capital Group LLC | 61,012 | $9.32M | 0.28% | +1,152+1.9% | Added |
| XTX Topco Ltd | 60,566 | $9.25M | 0.16% | +44,077+267.3% | Added |
| Susquehanna International Group, LLP | 60,281 | $9.21M | 0.01% | −35,284−36.9% | Reduced |
| Brown Brothers Harriman & Co | 59,318 | $9.06M | 0.05% | +8,556+16.9% | Added |
| Bessemer Group Inc | 59,061 | $9.02M | 0.01% | +18,649+46.1% | Added |
| Welch & Forbes LLC | 57,626 | $8.80M | 0.11% | −3,462−5.7% | Reduced |
| 1832 Asset Management L.P. | 56,957 | $8.70M | 0.01% | −2,382−4.0% | Reduced |
| Brinker Capital Investments, LLC | 56,894 | $8.69M | 0.07% | +14,571+34.4% | Added |
| Federated Hermes, Inc. | 56,427 | $8.62M | 0.01% | −962−1.7% | Reduced |
| Pinnacle Associates Ltd | 55,979 | $8.55M | 0.11% | −1,226−2.1% | Reduced |
| Advisors Capital Management, LLC | 55,225 | $8.44M | 0.10% | +208+0.4% | Added |
| Boston Partners | 55,173 | $8.43M | 0.01% | +7,869+16.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 54,803 | $8.37M | 0.02% | +331+0.6% | Added |
| China Universal Asset Management Co., Ltd. | 53,135 | $8.12M | 0.61% | +17,135+47.6% | Added |
| Kestra Advisory Services, LLC | 53,072 | $8.11M | 0.03% | +5,716+12.1% | Added |
| Alliancebernstein L.P. | 58,580 | $8.08M | 0.00% | +47,267+417.8% | Added |
| Narwhal Capital Management | 52,668 | $8.05M | 0.59% | −1,144−2.1% | Reduced |
| Triasima Portfolio Management inc. | 52,470 | $8.01M | 1.21% | +2,295+4.6% | Added |
| Deutsche Bank AG | 52,244 | $7.98M | 0.00% | −526−1.0% | Reduced |
| Fiduciary Trust Co | 51,557 | $7.88M | 0.09% | −4,061−7.3% | Reduced |
| Glassy Mountain Advisors, Inc. | 50,625 | $7.73M | 2.40% | +188+0.4% | Added |
| Archford Capital Strategies, LLC | 50,600 | $7.73M | 0.88% | +3,928+8.4% | Added |