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; 1,625 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 | 1,625 | $21.3B |
| Q1 2026 | 1,604 | $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 |
|---|---|---|---|---|---|
| First Manhattan Co | 50,553 | $7.72M | 0.02% | +4,647+10.1% | Added |
| Cullen Investment Group, Ltd. | 50,305 | $7.68M | 1.01% | +17,408+52.9% | Added |
| Walled Lake Planning & Wealth Management, LLC | 50,002 | $7.64M | 2.24% | +370+0.7% | Added |
| Geneos Wealth Management Inc. | 49,989 | $7.64M | 0.18% | −14,852−22.9% | Reduced |
| Cardinal Capital Management | 49,684 | $7.59M | 0.98% | +190.0% | Added |
| Pittenger & Anderson Inc | 49,020 | $7.49M | 0.30% | 00.0% | Unchanged |
| Lockheed Martin Investment Management Co | 49,000 | $7.48M | 0.27% | −8,300−14.5% | Reduced |
| Park Avenue Securities LLC | 48,906 | $7.47M | 0.06% | +327+0.7% | Added |
| Smithbridge Asset Management Inc | 48,780 | $7.45M | 1.11% | −49,032−50.1% | Reduced |
| Signaturefd, LLC | 48,040 | $7.34M | 0.11% | +1,411+3.0% | Added |
| National Bank of Canada | 47,991 | $7.33M | 0.01% | +3,580+8.1% | Added |
| Sofos Investments, Inc. | 47,971 | $7.33M | 1.30% | −466−1.0% | Reduced |
| Evergreen Capital Management LLC | 47,699 | $7.29M | 0.16% | +454+1.0% | Added |
| Mount Yale Investment Advisors, LLC | 47,517 | $7.26M | 0.17% | +37,876+392.9% | Added |
| Ieq Capital, LLC | 46,575 | $7.11M | 0.03% | −7,693−14.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 46,436 | $7.09M | 0.13% | +46,436 | New |
| RMB Capital Management, LLC | 45,441 | $6.94M | 0.12% | −20,872−31.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 45,438 | $6.94M | 0.04% | −8,823−16.3% | Reduced |
| Factory Mutual Insurance Co | 45,066 | $6.88M | 0.08% | +9,270+25.9% | Added |
| Pensionmark Financial Group, LLC | 44,219 | $6.75M | 0.11% | −5,995−11.9% | Reduced |
| Bleakley Financial Group, LLC | 44,137 | $6.74M | 0.11% | −4,806−9.8% | Reduced |
| TD Asset Management Inc | 44,021 | $6.72M | 0.01% | +11,586+35.7% | Added |
| Rathbone Brothers plc | 43,818 | $6.69M | 0.03% | −2,188−4.8% | Reduced |
| Private Advisor Group, LLC | 43,765 | $6.69M | 0.03% | +2,687+6.5% | Added |
| Monte Financial Group, LLC | 43,398 | $6.63M | 2.35% | −625−1.4% | Reduced |
| LMR Partners LLP | 43,105 | $6.58M | 0.06% | +43,105 | New |
| Sequoia Financial Advisors, LLC | 42,951 | $6.56M | 0.04% | +1,316+3.2% | Added |
| Catalyst Capital Advisors LLC | 42,817 | $6.54M | 0.12% | −4,825−10.1% | Reduced |
| Price T Rowe Associates Inc | 42,531 | $6.50M | 0.00% | +36,716+631.4% | Added |
| Vident Advisory, LLC | 41,816 | $6.39M | 0.05% | +4,794+12.9% | Added |
| Davenport & Co LLC | 41,281 | $6.31M | 0.03% | +3,917+10.5% | Added |
| Perennial Advisors, LLC | 40,888 | $6.25M | 1.06% | −1,456−3.4% | Reduced |
| Huntington National Bank | 40,680 | $6.21M | 0.03% | +21,246+109.3% | Added |
| Hamel Associates, Inc. | 40,555 | $6.19M | 1.77% | −30−0.1% | Reduced |
| Henry James International Management, Inc. | 40,396 | $6.17M | 2.23% | −3,200−7.3% | Reduced |
| First Pacific Financial | 39,922 | $6.10M | 0.79% | −150−0.4% | Reduced |
| Carret Asset Management, LLC | 39,708 | $6.07M | 0.59% | −107−0.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 39,646 | $6.06M | 0.34% | +15,027+61.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 39,496 | $6.03M | 0.34% | +20,818+111.5% | Added |
| CAPROCK Group, Inc. | 39,296 | $6.00M | 0.15% | +1,549+4.1% | Added |
| WCG Wealth Advisors LLC | 38,960 | $5.95M | 0.17% | +1,255+3.3% | Added |
| Naviter Wealth, LLC | 38,815 | $5.93M | 0.74% | +1,157+3.1% | Added |
| Advisory Services Network, LLC | 38,689 | $5.91M | 0.08% | +6,796+21.3% | Added |
| RSM US Wealth Management LLC | 38,611 | $5.90M | 0.07% | +5,388+16.2% | Added |
| MAI Capital Management | 38,371 | $5.86M | 0.03% | +186+0.5% | Added |
| Argent Trust Co | 38,288 | $5.85M | 0.20% | −2,045−5.1% | Reduced |
| Hayek Kallen Investment Management | 38,070 | $5.82M | 1.89% | +38,070 | New |
| Euro Pacific Asset Management, LLC | 41,588 | $5.75M | 0.57% | −643−1.5% | Reduced |
| Manufacturers Life Insurance Company, The | 37,202 | $5.68M | 0.00% | −24,216−39.4% | Reduced |
| EP Wealth Advisors, LLC | 37,111 | $5.67M | 0.03% | +20,134+118.6% | Added |
| Sphera Funds Management Ltd. | 37,000 | $5.65M | 0.97% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 36,665 | $5.60M | 0.15% | −1,193−3.2% | Reduced |
| Spire Wealth Management | 36,565 | $5.59M | 0.19% | −2,418−6.2% | Reduced |
| Natixis | 36,500 | $5.58M | 0.02% | +36,500 | New |
| Arkadios Wealth Advisors | 36,200 | $5.53M | 0.09% | +1,357+3.9% | Added |
| Rhumbline Advisers | 36,106 | $5.52M | 0.00% | −34−0.1% | Reduced |
| Fifth Third Bancorp | 35,611 | $5.44M | 0.01% | +4,622+14.9% | Added |
| Victory Capital Management Inc | 35,432 | $5.41M | 0.00% | −15,600−30.6% | Reduced |
| Dearborn Partners LLC | 35,208 | $5.38M | 0.29% | −170.0% | Reduced |
| Gradient Investments LLC | 35,153 | $5.37M | 0.08% | +20,492+139.8% | Added |
| Transmarket Holdings LP | 35,075 | $5.36M | 2.86% | +32,847+1,474.3% | Added |
| Farther Finance Advisors, LLC | 34,514 | $5.35M | 0.05% | +136+0.4% | Added |
| Quartz Partners, LLC | 34,994 | $5.35M | 2.07% | −388−1.1% | Reduced |
| Clearstead Advisors, LLC | 34,728 | $5.30M | 0.05% | +15,598+81.5% | Added |
| Lido Advisors, LLC | 34,678 | $5.30M | 0.02% | −9,061−20.7% | Reduced |
| Greenfield Seitz Capital Management, LLC | 34,550 | $5.28M | 1.59% | −325−0.9% | Reduced |
| Timber Creek Capital Management LLC | 34,274 | $5.24M | 1.27% | −271−0.8% | Reduced |
| Merit Financial Group, LLC | 33,708 | $5.15M | 0.04% | +1,209+3.7% | Added |
| Auto-Owners Insurance Co | 33,570 | $5.13M | 0.11% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 32,977 | $5.04M | 0.82% | +895+2.8% | Added |
| Daymark Wealth Partners, LLC | 32,801 | $5.01M | 0.16% | +78+0.2% | Added |
| Vise Technologies, Inc. | 36,277 | $5.00M | 0.10% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 32,741 | $5.00M | 1.23% | −144−0.4% | Reduced |
| Chesley Taft & Associates LLC | 32,730 | $5.00M | 0.21% | +250+0.8% | Added |
| Crossmark Global Holdings, Inc. | 32,492 | $4.96M | 0.07% | −2,991−8.4% | Reduced |
| Great Lakes Advisors, LLC | 32,458 | $4.96M | 0.04% | +1,298+4.2% | Added |
| First National Bank of Omaha | 32,671 | $4.91M | 0.15% | −18,860−36.6% | Reduced |
| Commerce Bank | 32,030 | $4.89M | 0.02% | +9,426+41.7% | Added |
| Voya Investment Management LLC | 31,740 | $4.85M | 0.01% | +4,250+15.5% | Added |
| Principal Securities, Inc. | 31,464 | $4.81M | 0.07% | −2,904−8.4% | Reduced |
| Atomi Financial Group, Inc. | 30,578 | $4.67M | 0.14% | +3,544+13.1% | Added |
| Choate Investment Advisors | 30,492 | $4.66M | 0.09% | −655−2.1% | Reduced |
| Cornerstone Wealth Group, LLC | 31,186 | $4.61M | 0.30% | −2,067−6.2% | Reduced |
| Fred Alger Management, LLC | 30,142 | $4.60M | 0.02% | −22−0.1% | Reduced |
| Baldwin Brothers Inc | 29,995 | $4.58M | 0.33% | −2,293−7.1% | Reduced |
| Moors & Cabot, Inc. | 29,981 | $4.58M | 0.20% | +369+1.2% | Added |
| Azzad Asset Management Inc | 29,882 | $4.56M | 0.46% | −4,711−13.6% | Reduced |
| South Shore Capital Advisors | 29,803 | $4.49M | 3.29% | +25,238+552.9% | Added |
| Prentiss Smith & Co Inc | 29,124 | $4.45M | 2.58% | −30−0.1% | Reduced |
| Fort Washington Investment Advisors Inc | 29,042 | $4.44M | 0.02% | −295−1.0% | Reduced |
| Northeast Investment Management | 28,892 | $4.41M | 0.18% | −2,006−6.5% | Reduced |
| Oxbow Advisors, LLC | 28,545 | $4.36M | 0.37% | +37+0.1% | Added |
| Haverford Trust Co | 28,382 | $4.34M | 0.04% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 28,286 | $4.32M | 0.34% | −30−0.1% | Reduced |
| Moody Lynn & Lieberson, LLC | 28,283 | $4.32M | 0.24% | −1,037−3.5% | Reduced |
| We Are One Seven, LLC | 28,149 | $4.30M | 0.09% | −4,105−12.7% | Reduced |
| Ballentine Partners, LLC | 28,079 | $4.29M | 0.06% | +1,098+4.1% | Added |
| Prospera Financial Services Inc | 28,041 | $4.29M | 0.07% | +2,162+8.4% | Added |
| Fayez Sarofim & Co | 27,862 | $4.26M | 0.01% | −390−1.4% | Reduced |
| NBT Bank N A | 27,823 | $4.25M | 0.28% | −360−1.3% | Reduced |