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 |
|---|---|---|---|---|---|
| Keystone Financial Services | 7,059 | $1.08M | 0.32% | −849−10.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,998 | $1.08M | 0.01% | +22+0.3% | Added |
| Thrivent Financial for Lutherans | 7,098 | $1.08M | 0.00% | +7,098 | New |
| South State Corp. | 7,022 | $1.07M | 0.05% | 00.0% | Unchanged |
| Central Trust Co | 6,929 | $1.06M | 0.02% | −61−0.9% | Reduced |
| Kimelman & Baird, LLC | 6,850 | $1.05M | 0.09% | 00.0% | Unchanged |
| Romano Brothers and Company | 6,847 | $1.05M | 0.12% | +4+0.1% | Added |
| Hutner Capital Management Inc | 6,834 | $1.04M | 0.43% | +20.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,801 | $1.04M | 0.03% | +431+6.8% | Added |
| StrongBox Wealth, LLC | 6,789 | $1.04M | 0.33% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 6,772 | $1.03M | 0.00% | +98+1.5% | Added |
| AlphaCore Capital LLC | 6,770 | $1.03M | 0.02% | −15,065−69.0% | Reduced |
| Wedmont Private Capital | 6,692 | $1.03M | 0.03% | −724−9.8% | Reduced |
| Cypress Asset Management Inc | 6,760 | $1.03M | 0.24% | −75−1.1% | Reduced |
| Anchor Investment Management, LLC | 6,726 | $1.03M | 0.09% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 6,716 | $1.03M | 0.11% | +225+3.5% | Added |
| Lazard Asset Management LLC | 6,702 | $1.02M | 0.00% | −464−6.5% | Reduced |
| Gilliland Jeter Wealth Management LLC | 6,698 | $1.02M | 0.30% | −55−0.8% | Reduced |
| Rehmann Capital Advisory Group | 6,697 | $1.02M | 0.05% | +913+15.8% | Added |
| First Horizon Corp | 6,664 | $1.02M | 0.04% | 00.0% | Unchanged |
| Umb Bank N A | 6,664 | $1.02M | 0.01% | −11−0.2% | Reduced |
| Mezzasalma Advisors, LLC | 6,658 | $1.02M | 0.26% | +297+4.7% | Added |
| TCG Advisory Services, LLC | 6,658 | $1.02M | 0.02% | +2,017+43.5% | Added |
| Stephens Inc | 6,614 | $1.01M | 0.01% | +162+2.5% | Added |
| Marotta Asset Management | 6,491 | $1.01M | 0.19% | −30.0% | Reduced |
| Madson Wealth Advisors Inc | 6,559 | $1.00M | 0.83% | +6,559 | New |
| Seeds Investor LLC | 6,503 | $997.4K | 0.14% | +533+8.9% | Added |
| EverSource Wealth Advisors, LLC | 6,504 | $993.5K | 0.03% | +2,681+70.1% | Added |
| Harrell Investment Partners, LLC | 6,490 | $991.4K | 0.24% | −150−2.3% | Reduced |
| Joel Isaacson & Co., LLC | 6,486 | $990.7K | 0.03% | +44+0.7% | Added |
| Means Investment Co., Inc. | 6,455 | $986.0K | 0.09% | −132−2.0% | Reduced |
| Sykon Capital LLC | 6,403 | $978.1K | 0.33% | 00.0% | Unchanged |
| Connable Office Inc | 6,401 | $977.8K | 0.10% | +6,401 | New |
| Private Trust Co NA | 6,394 | $976.7K | 0.09% | +108+1.7% | Added |
| St Germain D J Co Inc | 6,392 | $976.4K | 0.04% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 6,362 | $971.8K | 0.01% | +541+9.3% | Added |
| Lee Danner & Bass Inc | 6,340 | $968.4K | 0.06% | −619−8.9% | Reduced |
| Gallacher Capital Management LLC | 6,273 | $958.2K | 0.37% | −104−1.6% | Reduced |
| Frec Markets, Inc. | 6,262 | $956.5K | 0.16% | +1,455+30.3% | Added |
| JNBA Financial Advisors | 6,249 | $954.5K | 0.08% | −225−3.5% | Reduced |
| King Luther Capital Management Corp | 6,234 | $952.2K | 0.00% | −4,531−42.1% | Reduced |
| North Star Asset Management Inc | 6,221 | $950.3K | 0.04% | 00.0% | Unchanged |
| West Family Investments, Inc. | 6,203 | $947.5K | 0.33% | −6,519−51.2% | Reduced |
| Arvest Bank Trust Division | 6,176 | $943.4K | 0.05% | +454+7.9% | Added |
| Bangor Savings Bank | 6,171 | $942.6K | 0.08% | −474−7.1% | Reduced |
| Resonant Capital Advisors, LLC | 6,164 | $941.6K | 0.05% | +1,524+32.8% | Added |
| Monticello Wealth Management, LLC | 6,153 | $939.9K | 0.06% | +247+4.2% | Added |
| Motco | 6,145 | $938.6K | 0.09% | −74−1.2% | Reduced |
| Investment Research Partners LLC | 6,123 | $935.3K | 0.38% | −72−1.2% | Reduced |
| Trust Point Inc. | 6,112 | $933.6K | 0.08% | +616+11.2% | Added |
| Insigneo Advisory Services, LLC | 6,093 | $930.7K | 0.07% | +860+16.4% | Added |
| Meriwether Wealth & Planning, LLC | 6,073 | $927.7K | 0.51% | −3,436−36.1% | Reduced |
| Heritage Wealth Management, Inc. | 6,052 | $924.4K | 0.46% | +7+0.1% | Added |
| Schulhoff & Co Inc | 6,050 | $924.1K | 0.38% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 6,038 | $922.3K | 0.29% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 6,035 | $921.8K | 0.01% | −221−3.5% | Reduced |
| Keel Point, LLC | 6,015 | $918.8K | 0.06% | −2,066−25.6% | Reduced |
| Dickmeyer Boyce Financial Management, Inc. | 6,007 | $917.6K | 0.54% | +6,007 | New |
| WSFS Capital Management, LLC | 6,002 | $916.8K | 0.04% | −3,423−36.3% | Reduced |
| Peoples Bank | 5,990 | $915.0K | 0.92% | −40−0.7% | Reduced |
| Kennedy Investment Group | 5,976 | $912.8K | 0.36% | −20.0% | Reduced |
| Cypress Capital Group | 5,941 | $907.5K | 0.10% | −25−0.4% | Reduced |
| Bradyco, Inc. | 5,841 | $892.2K | 0.69% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 5,838 | $891.8K | 0.10% | −1,041−15.1% | Reduced |
| Fulton Bank, N.A. | 5,834 | $891.1K | 0.03% | −765−11.6% | Reduced |
| Principal Street Partners, LLC | 5,806 | $886.9K | 0.14% | +79+1.4% | Added |
| Mitchell McLeod Pugh & Williams Inc | 5,794 | $885.0K | 0.13% | 00.0% | Unchanged |
| NTV Asset Management LLC | 5,784 | $883.5K | 0.10% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 5,780 | $882.9K | 0.02% | +414+7.7% | Added |
| Steadtrust LLC | 5,767 | $880.9K | 0.50% | +25+0.4% | Added |
| Radnor Capital Management, LLC | 5,725 | $874.5K | 0.13% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 5,658 | $864.3K | 0.31% | +5,658 | New |
| Pinnacle Wealth Planning Services, Inc. | 5,640 | $861.5K | 0.09% | +1,344+31.3% | Added |
| Credit Agricole S A | 5,636 | $860.9K | 0.00% | +5,636 | New |
| Neville Rodie & Shaw Inc | 5,610 | $857.0K | 0.06% | −800−12.5% | Reduced |
| Centaurus Financial, Inc. | 5,594 | $854.0K | 0.04% | −727−11.5% | Reduced |
| Parkside Financial Bank & Trust | 5,576 | $851.7K | 0.07% | +193+3.6% | Added |
| Larry Mathis Financial Planning, LLC | 5,575 | $851.6K | 0.76% | −132−2.3% | Reduced |
| Diversified Trust Co | 5,554 | $848.4K | 0.02% | −101−1.8% | Reduced |
| CVA Family Office, LLC | 5,542 | $846.5K | 0.09% | 00.0% | Unchanged |
| Penbrook Management LLC | 5,540 | $846.2K | 0.64% | −70−1.2% | Reduced |
| Twin City Private Wealth, LLC | 5,533 | $845.2K | 0.64% | −1,670−23.2% | Reduced |
| Aureus Asset Management, LLC | 5,495 | $839.3K | 0.06% | +1,183+27.4% | Added |
| Altus Wealth Group LLC | 5,458 | $833.7K | 0.34% | −40−0.7% | Reduced |
| Simplicity Wealth,LLC | 5,440 | $830.9K | 0.05% | +303+5.9% | Added |
| Freestone Capital Holdings, LLC | 5,436 | $830.3K | 0.03% | +339+6.7% | Added |
| Diesslin Group, Inc. | 5,434 | $830.1K | 0.37% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 5,416 | $827.2K | 0.25% | +545+11.2% | Added |
| MB, Levis & Associates, LLC | 5,410 | $826.4K | 0.34% | 00.0% | Unchanged |
| JMN Financial LLC | 5,386 | $822.7K | 0.81% | −937−14.8% | Reduced |
| Knightsbridge Asset Management, LLC | 5,383 | $822.2K | 0.11% | +1,059+24.5% | Added |
| Texas Bank & Trust Co | 5,378 | $821.5K | 0.31% | −1,205−18.3% | Reduced |
| XML Financial, LLC | 5,376 | $821.2K | 0.07% | −110−2.0% | Reduced |
| Summit Financial, LLC | 5,353 | $817.6K | 0.01% | +846+18.8% | Added |
| IHT Wealth Management, LLC | 5,342 | $816.0K | 0.02% | +605+12.8% | Added |
| Regal Investment Advisors LLC | 5,322 | $813.0K | 0.05% | +272+5.4% | Added |
| Ariadne Wealth Management, LP | 5,319 | $812.5K | 0.36% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 5,274 | $805.6K | 0.28% | 00.0% | Unchanged |
| Kennebec Savings Bank | 5,253 | $802.4K | 0.72% | −63−1.2% | Reduced |
| Benjamin Edwards Inc | 5,253 | $802.4K | 0.01% | +317+6.4% | Added |