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 |
|---|---|---|---|---|---|
| Two Sigma Investments, LP | 27,528 | $4.20M | 0.00% | −2,400−8.0% | Reduced |
| Pekin Hardy Strauss, Inc. | 27,486 | $4.20M | 0.44% | −3,225−10.5% | Reduced |
| CIBC Asset Management Inc | 27,556 | $4.17M | 0.01% | +1,292+4.9% | Added |
| Pegasus Asset Management, Inc. | 27,320 | $4.17M | 1.33% | +27,320 | New |
| Woodmont Investment Counsel LLC | 27,201 | $4.15M | 0.26% | −642−2.3% | Reduced |
| Atlantic Union Bankshares Corp | 27,090 | $4.14M | 0.08% | −1,153−4.1% | Reduced |
| CWA Asset Management Group, LLC | 27,044 | $4.13M | 0.14% | −169−0.6% | Reduced |
| Arjuna Capital | 27,009 | $4.13M | 1.05% | +2,304+9.3% | Added |
| EagleClaw Capital Managment, LLC | 26,836 | $4.10M | 0.57% | −846−3.1% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 26,795 | $4.09M | 2.32% | −100−0.4% | Reduced |
| Trustmark National Bank Trust Department | 26,388 | $4.03M | 0.26% | −448−1.7% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 26,275 | $4.01M | 1.28% | −130.0% | Reduced |
| Americana Partners, LLC | 26,190 | $4.00M | 0.10% | +1,226+4.9% | Added |
| Naples Global Advisors, LLC | 26,187 | $4.00M | 0.29% | +57+0.2% | Added |
| Equitable Holdings, Inc. | 26,574 | $3.97M | 0.03% | +23,071+658.6% | Added |
| Albert D Mason Inc | 25,727 | $3.93M | 2.54% | +140+0.5% | Added |
| Telos Capital Management, Inc. | 25,703 | $3.93M | 0.38% | −590−2.2% | Reduced |
| Kestra Private Wealth Services, LLC | 25,287 | $3.86M | 0.05% | −2,622−9.4% | Reduced |
| HRT Financial LP | 24,886 | $3.80M | 0.01% | −132,775−84.2% | Reduced |
| Diamond Hill Capital Management Inc | 24,822 | $3.79M | 0.02% | 00.0% | Unchanged |
| apricus wealth, LLC | 24,423 | $3.73M | 1.82% | −250−1.0% | Reduced |
| Peapack Gladstone Financial Corp | 24,302 | $3.71M | 0.05% | +23+0.1% | Added |
| Blue Square Asset Management, LLC | 24,128 | $3.69M | 1.75% | +315+1.3% | Added |
| Aaron Wealth Advisors | 24,095 | $3.68M | 0.21% | +4,376+22.2% | Added |
| AMG National Trust Bank | 24,066 | $3.68M | 0.08% | +1,176+5.1% | Added |
| Oppenheimer & Co Inc | 23,915 | $3.65M | 0.04% | +1,689+7.6% | Added |
| Third View Private Wealth, LLC | 23,830 | $3.64M | 0.50% | +1,446+6.5% | Added |
| Shrier Wealth Management, LLC | 23,701 | $3.62M | 1.32% | −376−1.6% | Reduced |
| Advisors Asset Management, Inc. | 23,610 | $3.61M | 0.06% | +2,827+13.6% | Added |
| Patten & Patten Inc | 23,394 | $3.57M | 0.22% | −300−1.3% | Reduced |
| Hall Laurie J Trustee | 23,197 | $3.54M | 1.25% | −925−3.8% | Reduced |
| Ashton Thomas Securities, LLC | 22,962 | $3.51M | 0.44% | +22,962 | New |
| Mitchell & Pahl Private Wealth, LLC | 22,931 | $3.50M | 1.42% | +582+2.6% | Added |
| Cloverfields Capital Group, LP | 22,888 | $3.50M | 1.13% | −843−3.6% | Reduced |
| Fca Corp | 22,851 | $3.49M | 0.99% | +239+1.1% | Added |
| Integrated Wealth Concepts LLC | 22,643 | $3.46M | 0.03% | +12,437+121.9% | Added |
| Evolve Private Wealth, LLC | 22,574 | $3.45M | 0.18% | +2,069+10.1% | Added |
| Tealwood Asset Management Inc | 22,362 | $3.42M | 1.55% | −453−2.0% | Reduced |
| Savant Capital, LLC | 22,246 | $3.40M | 0.02% | +2,264+11.3% | Added |
| Foster & Motley Inc | 22,113 | $3.38M | 0.17% | +58+0.3% | Added |
| Parr McKnight Wealth Management Group, LLC | 21,970 | $3.36M | 0.44% | −784−3.4% | Reduced |
| Kathmere Capital Management, LLC | 21,586 | $3.30M | 0.20% | +1,661+8.3% | Added |
| University of Texas/Texas Am Investment Managment Co | 21,341 | $3.26M | 0.47% | +17,470+451.3% | Added |
| DGS Capital Management, LLC | 21,135 | $3.23M | 0.53% | +276+1.3% | Added |
| Old Port Advisors | 21,101 | $3.22M | 0.74% | +109+0.5% | Added |
| Summit Trail Advisors, LLC | 20,845 | $3.18M | 0.05% | +16,957+436.1% | Added |
| Pinnacle Financial Partners, Inc. | 20,754 | $3.17M | 0.02% | −483−2.3% | Reduced |
| Perigon Wealth Management, LLC | 20,665 | $3.16M | 0.06% | +165+0.8% | Added |
| Great Valley Advisor Group, Inc. | 20,582 | $3.14M | 0.06% | −18,369−47.2% | Reduced |
| Cascade Investment Advisors, Inc. | 20,510 | $3.13M | 1.85% | −545−2.6% | Reduced |
| Beacon Financial Group | 20,498 | $3.13M | 0.31% | +245+1.2% | Added |
| Coastline Trust Co | 20,341 | $3.11M | 0.31% | −70−0.3% | Reduced |
| Snowden Capital Advisors LLC | 20,107 | $3.07M | 0.08% | +7,751+62.7% | Added |
| Marietta Investment Partners LLC | 20,019 | $3.06M | 0.61% | +1,782+9.8% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 20,000 | $3.06M | 0.67% | +20,000 | New |
| Yousif Capital Management, LLC | 19,934 | $3.04M | 0.04% | −2,780−12.2% | Reduced |
| Equitable Trust Co | 19,608 | $3.00M | 0.14% | +17,417+794.9% | Added |
| Fairfield, Bush & Co. | 19,344 | $2.95M | 1.64% | −2,269−10.5% | Reduced |
| Trust Co of Toledo NA | 19,091 | $2.92M | 0.28% | +135+0.7% | Added |
| Coldstream Capital Management Inc | 18,910 | $2.89M | 0.04% | +5,586+41.9% | Added |
| Beutel, Goodman & Co Ltd. | 18,824 | $2.88M | 0.02% | +169+0.9% | Added |
| Acadian Asset Management LLC | 18,704 | $2.86M | 0.00% | +25+0.1% | Added |
| Abacus Wealth Partners, LLC | 18,370 | $2.81M | 0.26% | +276+1.5% | Added |
| HB Wealth Management, LLC | 18,312 | $2.80M | 0.02% | +950+5.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 18,309 | $2.80M | 0.02% | −3,127−14.6% | Reduced |
| Abbot Financial Management, Inc. | 17,906 | $2.74M | 1.16% | −251−1.4% | Reduced |
| Independent Investors Inc | 17,900 | $2.73M | 0.54% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 17,763 | $2.71M | 0.69% | −70.0% | Reduced |
| Bradley Foster & Sargent Inc | 17,635 | $2.69M | 0.04% | −451−2.5% | Reduced |
| Benedict Financial Advisors Inc | 17,366 | $2.65M | 0.55% | −112−0.6% | Reduced |
| Everett Harris & Co | 17,363 | $2.65M | 0.03% | −2,000−10.3% | Reduced |
| Checchi Capital Advisers, LLC | 17,348 | $2.65M | 0.18% | −409−2.3% | Reduced |
| Level Four Advisory Services, LLC | 17,332 | $2.65M | 0.09% | −887−4.9% | Reduced |
| Warren Averett Asset Management, LLC | 17,301 | $2.64M | 0.02% | +1,654+10.6% | Added |
| Nichols & Pratt Advisers LLP | 17,247 | $2.63M | 0.17% | −100−0.6% | Reduced |
| Smartleaf Asset Management LLC | 17,483 | $2.63M | 0.09% | +1,168+7.2% | Added |
| Patten Group, Inc. | 17,026 | $2.60M | 0.45% | −108−0.6% | Reduced |
| Marshall Financial Group LLC | 16,986 | $2.59M | 0.42% | +127+0.8% | Added |
| FSB Premier Wealth Management, Inc. | 16,970 | $2.59M | 0.81% | −249−1.4% | Reduced |
| Rothschild Investment LLC | 16,889 | $2.58M | 0.13% | +106+0.6% | Added |
| Northside Capital Management, LLC | 16,884 | $2.58M | 0.23% | −12,659−42.8% | Reduced |
| Jamison Private Wealth Management, Inc. | 16,871 | $2.58M | 0.31% | 00.0% | Unchanged |
| Optimist Retirement Group LLC | 16,798 | $2.57M | 1.13% | −2,181−11.5% | Reduced |
| Abundance Wealth Counselors | 16,796 | $2.57M | 0.37% | −131−0.8% | Reduced |
| Dynamic Advisor Solutions LLC | 16,614 | $2.54M | 0.08% | +59+0.4% | Added |
| Strategic Global Advisors, LLC | 16,592 | $2.53M | 0.41% | +1,719+11.6% | Added |
| IAM Advisory, LLC | 16,567 | $2.53M | 0.57% | +366+2.3% | Added |
| BTC Capital Management, Inc. | 16,540 | $2.53M | 0.17% | −838−4.8% | Reduced |
| Venturi Wealth Management, LLC | 16,503 | $2.52M | 0.11% | +1,425+9.5% | Added |
| Dorsey & Whitney Trust CO LLC | 16,432 | $2.51M | 0.14% | +96+0.6% | Added |
| Palisade Asset Management, LLC | 16,409 | $2.51M | 0.25% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 16,366 | $2.50M | 0.05% | +3,742+29.6% | Added |
| Dorsey Wright & Associates | 16,264 | $2.48M | 0.31% | +16,264 | New |
| Prime Capital Investment Advisors, LLC | 16,147 | $2.47M | 0.03% | −682−4.1% | Reduced |
| Empire Financial Management Company, LLC | 15,997 | $2.44M | 0.55% | −487−3.0% | Reduced |
| Aptus Capital Advisors, LLC | 15,944 | $2.44M | 0.02% | +8+0.1% | Added |
| Ascent Wealth Partners, LLC | 15,898 | $2.43M | 0.28% | +242+1.5% | Added |
| Leo Wealth, LLC | 15,866 | $2.42M | 0.18% | −562−3.4% | Reduced |
| Ativo Capital Management LLC | 15,831 | $2.42M | 2.10% | +3,187+25.2% | Added |
| Headinvest, LLC | 15,725 | $2.40M | 0.49% | −607−3.7% | Reduced |