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 |
|---|---|---|---|---|---|
| Alhambra Investment Partners LLC | 5,232 | $799.2K | 0.37% | −26−0.5% | Reduced |
| Banco de Sabadell, S.A | 5,281 | $796.0K | 0.53% | −389−6.9% | Reduced |
| Circle Wealth Management, LLC | 5,196 | $793.7K | 0.01% | −134−2.5% | Reduced |
| E&G Advisors, LP | 5,177 | $790.8K | 0.18% | −104−2.0% | Reduced |
| First American Trust, FSB | 5,123 | $782.5K | 0.05% | +265+5.5% | Added |
| DF Dent & Co Inc | 5,115 | $781.3K | 0.01% | +1,784+53.6% | Added |
| O'Brien Greene & Co. Inc | 5,081 | $776.1K | 0.22% | 00.0% | Unchanged |
| Monument Capital Management | 5,076 | $775.4K | 0.19% | +690+15.7% | Added |
| Independent Financial Group, LLC | 5,025 | $767.5K | 0.02% | +1,163+30.1% | Added |
| Catalytic Wealth RIA, LLC | 5,022 | $767.1K | 0.03% | +1,307+35.2% | Added |
| Drucker Wealth 3.0, LLC | 5,012 | $765.7K | 0.13% | +35+0.7% | Added |
| CFO4Life Group, LLC | 5,010 | $765.3K | 0.12% | −699−12.2% | Reduced |
| Cary Street Partners Financial LLC | 5,004 | $764.4K | 0.02% | +22+0.4% | Added |
| Rexford Capital Inc | 5,002 | $764.1K | 0.55% | +8+0.2% | Added |
| Natural Investments, LLC | 5,007 | $764.0K | 0.19% | +305+6.5% | Added |
| Payne Capital LLC | 5,000 | $763.8K | 0.70% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 4,955 | $756.9K | 0.09% | +59+1.2% | Added |
| SRS Capital Advisors, Inc. | 5,021 | $756.8K | 0.02% | −2,192−30.4% | Reduced |
| Liberty One Investment Management, LLC | 4,941 | $754.8K | 0.08% | +450+10.0% | Added |
| Colter Lewis Investment Partners LLC | 4,933 | $753.5K | 0.71% | +4,933 | New |
| Modera Wealth Management, LLC | 4,925 | $752.3K | 0.01% | −473−8.8% | Reduced |
| Burns J W & Co Inc | 4,918 | $751.3K | 0.09% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 4,892 | $747.3K | 0.01% | +913+22.9% | Added |
| Mark Sheptoff Financial Planning, LLC | 5,120 | $745.0K | 0.39% | −396−7.2% | Reduced |
| JFS Wealth Advisors, LLC | 4,875 | $744.6K | 0.04% | −47−1.0% | Reduced |
| BXM Wealth LLC | 4,840 | $739.3K | 0.57% | −37,977−88.7% | Reduced |
| Essex Savings Bank | 4,814 | $735.3K | 0.16% | +20.0% | Added |
| Federation des caisses Desjardins du Quebec | 4,799 | $733.0K | 0.00% | +244+5.4% | Added |
| Principle Wealth Partners LLC | 4,772 | $728.9K | 0.04% | −28−0.6% | Reduced |
| Valley Brook Capital Group | 4,767 | $728.2K | 0.49% | 00.0% | Unchanged |
| National Asset Management, Inc. | 4,842 | $728.0K | 0.05% | −1,944−28.6% | Reduced |
| Grimes & Company, Inc. | 4,758 | $726.7K | 0.02% | +120+2.6% | Added |
| Veracity Capital LLC | 4,756 | $726.5K | 0.26% | +990+26.3% | Added |
| Net Worth Advisory Group | 4,756 | $726.5K | 0.15% | −283−5.6% | Reduced |
| Cascade Financial Partners, LLC | 4,733 | $723.0K | 0.07% | −100−2.1% | Reduced |
| Greenspring Advisors, LLC | 4,733 | $723.0K | 0.04% | +437+10.2% | Added |
| Sigma Planning Corp | 4,716 | $720.4K | 0.02% | −381−7.5% | Reduced |
| Cullinan Associates Inc | 4,700 | $717.9K | 0.06% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 4,682 | $715.2K | 0.08% | −13−0.3% | Reduced |
| Visionary Horizons, LLC | 4,680 | $714.9K | 0.35% | +10+0.2% | Added |
| Convergence Financial, LLC | 4,670 | $713.4K | 0.08% | +2,224+90.9% | Added |
| Syon Capital LLC | 4,649 | $710.1K | 0.04% | +18+0.4% | Added |
| Cyndeo Wealth Partners, LLC | 4,646 | $709.7K | 0.04% | +155+3.5% | Added |
| Opal Wealth Advisors, LLC | 4,634 | $707.8K | 0.16% | +522+12.7% | Added |
| Gateway Wealth Partners, LLC | 4,616 | $705.0K | 0.03% | +4,616 | New |
| Presilium Private Wealth, LLC | 4,605 | $703.5K | 0.12% | +4,605 | New |
| Leonard Rickey Investment Advisors P.L.L.C. | 4,602 | $702.9K | 0.12% | −571−11.0% | Reduced |
| Rossmore Private Capital | 4,581 | $699.7K | 0.06% | −146−3.1% | Reduced |
| Mraz, Amerine & Associates, Inc. | 4,552 | $695.3K | 0.10% | −1,746−27.7% | Reduced |
| Brucke Financial, Inc. | 4,544 | $694.1K | 0.35% | −1,327−22.6% | Reduced |
| Cordatus Wealth Management LLC | 4,541 | $693.6K | 0.17% | −733−13.9% | Reduced |
| Hanson & Doremus Investment Management | 4,528 | $692.0K | 0.08% | +3,903+624.5% | Added |
| Stablepoint Partners, LLC | 4,530 | $692.0K | 0.10% | +39+0.9% | Added |
| Xponance, Inc. | 4,507 | $688.4K | 0.00% | +961+27.1% | Added |
| Foundations Investment Advisors, LLC | 4,504 | $687.9K | 0.01% | +275+6.5% | Added |
| RNC Capital Management LLC | 4,497 | $686.9K | 0.03% | −101−2.2% | Reduced |
| Nilsine Partners, LLC | 4,762 | $686.6K | 0.05% | −309−6.1% | Reduced |
| Washington Trust Co | 4,467 | $682.3K | 0.02% | −76−1.7% | Reduced |
| Marino, Stram & Associates LLC | 4,413 | $674.1K | 0.12% | +30+0.7% | Added |
| SmartHarvest Portfolios, LLC | 4,407 | $673.2K | 0.28% | +1,565+55.1% | Added |
| Texas Yale Capital Corp. | 4,392 | $670.9K | 0.02% | +300+7.3% | Added |
| Mill Capital Management, LLC | 4,388 | $670.3K | 0.05% | 00.0% | Unchanged |
| Allen Wealth Management, LLC | 4,370 | $667.5K | 0.33% | −200−4.4% | Reduced |
| Clear Harbor Asset Management, LLC | 4,362 | $666.3K | 0.05% | −66−1.5% | Reduced |
| HBK Sorce Advisory LLC | 4,557 | $665.5K | 0.01% | +195+4.5% | Added |
| Stegent Equity Advisors, Inc. | 4,343 | $663.4K | 0.57% | +1,687+63.5% | Added |
| Wedbush Securities Inc | 4,323 | $660.0K | 0.02% | −811−15.8% | Reduced |
| First City Capital Management, Inc. | 4,321 | $660.0K | 0.35% | +10.0% | Added |
| Oarsman Capital, Inc. | 4,320 | $659.9K | 0.08% | −110−2.5% | Reduced |
| Advisor OS, LLC | 4,310 | $658.4K | 0.05% | +4,310 | New |
| Klingman & Associates, LLC | 4,293 | $655.8K | 0.03% | +154+3.7% | Added |
| Angeles Wealth Management, LLC | 4,286 | $654.8K | 0.04% | +1,086+33.9% | Added |
| Wesbanco Bank Inc | 4,265 | $651.5K | 0.02% | +915+27.3% | Added |
| Cambient Family Office, LLC | 4,264 | $651.3K | 0.09% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 4,232 | $646.4K | 0.07% | −300−6.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 4,227 | $645.7K | 0.16% | +146+3.6% | Added |
| CX Institutional | 4,203 | $642.0K | 0.02% | −609−12.7% | Reduced |
| Curbstone Financial Management Corp | 4,194 | $640.6K | 0.12% | −150−3.5% | Reduced |
| Icon Wealth Advisors, LLC | 4,479 | $640.2K | 0.04% | −189−4.0% | Reduced |
| D'Orazio & Associates, Inc. | 4,187 | $639.6K | 0.08% | +59+1.4% | Added |
| Anchyra Partners LLC | 4,170 | $637.0K | 0.19% | +792+23.4% | Added |
| 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 |
| Financial & Tax Architects, LLC | 4,135 | $631.6K | 0.14% | −2,467−37.4% | Reduced |
| Private Wealth Asset Management, LLC | 4,127 | $630.4K | 0.07% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 4,259 | $629.7K | 0.05% | +897+26.7% | Added |
| Cromwell Holdings LLC | 4,117 | $628.9K | 0.35% | 00.0% | Unchanged |
| Thornburg Investment Management Inc | 4,114 | $628.4K | 0.01% | −775−15.9% | Reduced |
| PFG Investments, LLC | 4,101 | $626.4K | 0.03% | −98−2.3% | Reduced |
| R Squared Ltd | 4,097 | $625.8K | 0.34% | +1,764+75.6% | Added |
| Argyle Capital Partners, LLC | 4,094 | $625.4K | 0.45% | +33+0.8% | Added |
| Miracle Mile Advisors, LLC | 4,089 | $624.6K | 0.01% | +438+12.0% | Added |
| 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 |
| Capital Analysts, LLC | 4,070 | $622.0K | 0.02% | −993−19.6% | Reduced |
| Tred Avon Family Wealth, LLC | 4,051 | $618.8K | 0.21% | −137−3.3% | Reduced |
| 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 |
| Ausdal Financial Partners, Inc. | 4,042 | $617.4K | 0.03% | +2,003+98.2% | Added |
| S.A. Mason LLC | 4,040 | $617.1K | 0.23% | 00.0% | Unchanged |