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 |
|---|---|---|---|---|---|
| Seven Mile Advisory | 4,023 | $614.5K | 0.44% | +61+1.5% | Added |
| Heritage Family Offices, LLP | 4,018 | $613.7K | 0.27% | −1,134−22.0% | Reduced |
| Pure Financial Advisors, Inc. | 4,010 | $612.5K | 0.01% | +667+20.0% | Added |
| RiverFront Investment Group, LLC | 3,981 | $608.1K | 0.01% | +165+4.3% | Added |
| Burke & Herbert Bank & Trust Co | 3,944 | $602.4K | 0.17% | 00.0% | Unchanged |
| Helen Stephens Group, LLC | 3,941 | $602.0K | 0.12% | 00.0% | Unchanged |
| Dakota Wealth Management | 3,907 | $596.8K | 0.01% | −783−16.7% | Reduced |
| Moneta Group Investment Advisors LLC | 3,902 | $596.0K | 0.00% | +313+8.7% | Added |
| Fiduciary Financial Group, LLC | 3,892 | $594.5K | 0.08% | +215+5.8% | Added |
| Smith, Salley & Associates | 3,892 | $594.5K | 0.03% | +500+14.7% | Added |
| Strategic Investment Advisors | 3,885 | $593.4K | 0.04% | −55−1.4% | Reduced |
| Grove Bank & Trust | 3,883 | $593.1K | 0.07% | +759+24.3% | Added |
| Invested Advisors | 3,851 | $588.2K | 0.59% | −123−3.1% | Reduced |
| Optas, LLC | 3,849 | $587.9K | 0.09% | +10+0.3% | Added |
| Twin Lakes Capital Management, LLC | 3,830 | $585.1K | 0.27% | −75−1.9% | Reduced |
| Acorn Creek Capital LLC | 3,820 | $583.5K | 0.21% | +93+2.5% | Added |
| Hollow Brook Wealth Management LLC | 3,788 | $578.6K | 0.15% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 3,783 | $577.9K | 0.08% | +3,783 | New |
| Patton Albertson Miller Group, LLC | 3,782 | $577.7K | 0.07% | −241−6.0% | Reduced |
| Altfest L J & Co Inc | 3,776 | $576.7K | 0.06% | +18+0.5% | Added |
| Mutual Advisors, LLC | 3,775 | $576.6K | 0.01% | −361−8.7% | Reduced |
| Aull & Monroe Investment Management Corp | 3,771 | $576.0K | 0.27% | 00.0% | Unchanged |
| SPWM Advisors LLC | 3,869 | $573.2K | 0.50% | −1,206−23.8% | Reduced |
| Aspen Investment Management Inc | 3,736 | $571.0K | 0.17% | −54−1.4% | Reduced |
| ClearAlpha Technologies LP | 3,735 | $570.5K | 1.17% | +3,735 | New |
| Turtle Creek Wealth Advisors, LLC | 3,733 | $570.2K | 0.04% | +1,144+44.2% | Added |
| Roxbury Financial LLC | 3,726 | $569.2K | 0.51% | +9+0.2% | Added |
| Traynor Capital Management, Inc. | 3,782 | $568.7K | 0.03% | +1,965+108.1% | Added |
| AlTi Global, Inc. | 3,714 | $567.3K | 0.01% | −667−15.2% | Reduced |
| Hemenway Trust Co LLC | 3,700 | $565.2K | 0.05% | −230−5.9% | Reduced |
| Southland Equity Partners LLC | 3,685 | $562.9K | 0.11% | +249+7.2% | Added |
| Davidson Trust Co | 3,685 | $562.9K | 0.24% | −52−1.4% | Reduced |
| IFP Advisors, Inc | 3,679 | $562.0K | 0.01% | +708+23.8% | Added |
| Journey Strategic Wealth LLC | 3,664 | $559.6K | 0.01% | +198+5.7% | Added |
| Haven Private, LLC | 3,654 | $558.1K | 0.24% | +105+3.0% | Added |
| Institute for Wealth Management, LLC. | 3,636 | $555.4K | 0.06% | +5+0.1% | Added |
| Cohen Investment Advisors LLC | 3,635 | $555.2K | 0.26% | −19−0.5% | Reduced |
| Perennial Investment Advisors, LLC | 3,618 | $552.5K | 0.04% | +394+12.2% | Added |
| Evoke Wealth, LLC | 3,604 | $550.6K | 0.01% | −181−4.8% | Reduced |
| Jackson Square Capital, LLC | 3,600 | $549.9K | 0.12% | +131+3.8% | Added |
| RFG Advisory, LLC | 3,592 | $548.7K | 0.01% | +1,329+58.7% | Added |
| Transamerica Financial Advisors, Inc. | 3,591 | $548.7K | 0.05% | +1,346+60.0% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 3,581 | $547.0K | 0.04% | −131−3.5% | Reduced |
| Journey Retirement Planning & Investment Management LLC | 3,568 | $545.0K | 0.48% | −10,488−74.6% | Reduced |
| Mosaic Family Wealth Partners, LLC | 3,557 | $543.3K | 0.06% | +1,989+126.8% | Added |
| YHB Investment Advisors, Inc. | 3,553 | $542.7K | 0.04% | −330−8.5% | Reduced |
| Sym Financial Corp | 3,534 | $539.8K | 0.05% | +544+18.2% | Added |
| Harbour Capital Advisors, LLC | 3,654 | $538.3K | 0.10% | +3,654 | New |
| Nwam LLC | 3,519 | $537.5K | 0.03% | +294+9.1% | Added |
| SG Americas Securities, LLC | 3,515 | $537.0K | 0.00% | +3,515 | New |
| Cherokee Insurance Co | 3,500 | $534.6K | 0.20% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 3,499 | $534.5K | 0.11% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 3,499 | $534.5K | 0.35% | 00.0% | Unchanged |
| New Republic Capital, LLC | 3,496 | $534.0K | 0.18% | −2,133−37.9% | Reduced |
| CoreFirst Bank & Trust | 3,490 | $533.1K | 0.28% | +40+1.2% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 3,492 | $533.0K | 0.03% | +1,430+69.4% | Added |
| Foster Group, Inc. | 3,487 | $532.6K | 0.02% | +191+5.8% | Added |
| Canopy Partners, LLC | 3,479 | $531.4K | 0.18% | 00.0% | Unchanged |
| Verity & Verity, LLC | 3,478 | $531.3K | 0.04% | −300−7.9% | Reduced |
| Change Path, LLC | 3,462 | $528.9K | 0.01% | −38−1.1% | Reduced |
| Riversedge Advisors, LLC | 3,458 | $528.2K | 0.09% | +87+2.6% | Added |
| Burns Matteson Capital Management, LLC | 3,446 | $526.4K | 0.21% | +3,446 | New |
| Evergreen Wealth Solutions, LLC | 3,441 | $525.6K | 0.04% | +690+25.1% | Added |
| Revisor Wealth Management LLC | 3,426 | $523.3K | 0.14% | −1,031−23.1% | Reduced |
| Regatta Capital Group, LLC | 3,420 | $522.4K | 0.08% | −906−20.9% | Reduced |
| Sachetta, LLC | 3,414 | $521.5K | 0.28% | +59+1.8% | Added |
| Heck Capital Advisors, LLC | 3,410 | $520.9K | 0.04% | −26−0.8% | Reduced |
| 44 Wealth Management LLC | 3,405 | $520.1K | 0.18% | +1,004+41.8% | Added |
| Three Seasons Wealth, LLC | 3,400 | $519.4K | 0.20% | 00.0% | Unchanged |
| Intergy Private Wealth, LLC | 3,397 | $518.9K | 0.15% | −79−2.3% | Reduced |
| Round Hill Asset Management | 3,392 | $518.1K | 0.34% | 00.0% | Unchanged |
| Arvest Investments, Inc. | 3,384 | $516.9K | 0.07% | −78−2.3% | Reduced |
| Expressive Wealth LLC | 3,479 | $516.1K | 0.49% | +3,479 | New |
| Latitude Advisors, LLC | 3,370 | $514.8K | 0.24% | −128−3.7% | Reduced |
| Cornerstone Wealth Management, LLC | 3,361 | $513.4K | 0.03% | +11+0.3% | Added |
| Cetera Trust Company, N.A | 3,352 | $512.0K | 0.29% | −100−2.9% | Reduced |
| Icapital Wealth LLC | 3,352 | $512.0K | 0.31% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 3,343 | $510.6K | 0.24% | −50−1.5% | Reduced |
| Michels Family Financial, LLC | 3,342 | $510.5K | 0.37% | 00.0% | Unchanged |
| Certior Financial Group, LLC | 3,342 | $510.5K | 0.33% | +21+0.6% | Added |
| LaFleur & Godfrey LLC | 3,337 | $509.7K | 0.06% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 3,331 | $508.8K | 0.07% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 3,326 | $508.0K | 0.39% | +3,326 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,325 | $508.0K | 0.03% | +19+0.6% | Added |
| McDaniel Terry & Co | 3,325 | $507.9K | 0.04% | +156+4.9% | Added |
| Beacon Investment Advisory Services, Inc. | 3,309 | $505.4K | 0.02% | −1,641−33.2% | Reduced |
| Range Financial Group LLC | 3,306 | $505.0K | 0.17% | −7−0.2% | Reduced |
| Kanawha Capital Management LLC | 3,279 | $500.9K | 0.04% | −15−0.5% | Reduced |
| LCM Capital Management Inc | 3,272 | $499.8K | 0.25% | +57+1.8% | Added |
| Pinnacle Bancorp, Inc. | 3,250 | $496.4K | 0.15% | −43−1.3% | Reduced |
| Wealth Alliance | 3,248 | $496.1K | 0.05% | −314−8.8% | Reduced |
| Elmwood Wealth Management, Inc. | 3,240 | $494.9K | 0.14% | −100−3.0% | Reduced |
| King Wealth | 3,200 | $489.0K | 0.06% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 3,198 | $488.5K | 0.05% | −1,607−33.4% | Reduced |
| Boston Private Wealth LLC | 3,196 | $488.2K | 0.03% | −214−6.3% | Reduced |
| Occidental Asset Management, LLC | 3,189 | $487.1K | 0.06% | +197+6.6% | Added |
| Traveka Wealth, LLC | 3,185 | $486.5K | 0.19% | −83−2.5% | Reduced |
| Cpwa, LLC | 3,337 | $484.6K | 0.58% | +3,337 | New |
| Wealthcare Advisory Partners LLC | 3,168 | $484.0K | 0.01% | −76−2.3% | Reduced |
| Summit Financial Wealth Advisors, LLC | 3,167 | $483.8K | 0.07% | +46+1.5% | Added |