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; 1,626 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, Q2 2026
Institutional positions in Novartis AG as of Jun 30, 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
- 1,626
- +43 vs. Q1 2026
- Shares held
- 135.7M
- −5.86M (−4.1%) vs. Q1 2026
- Total value
- $21.3B
- −$345.2M (−1.6%) vs. Q1 2026
- New holders
- 132
- 526 more added
- Sold out
- 89
- 581 more reduced
22 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 | 1,626 | $21.3B |
| Q1 2026 | 1,605 | $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, Q2 2026
Shares, value and share of portfolio for each institution holding Novartis AG; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mosaic Family Wealth Partners, LLC | 3,812 | $597.4K | 0.04% | +255+7.2% | Added |
| Verity Asset Management, Inc. | 3,823 | $599.1K | 0.23% | +1,835+92.3% | Added |
| Twin Lakes Capital Management, LLC | 3,830 | $600.3K | 0.23% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 3,832 | $600.6K | 0.11% | +1,837+92.1% | Added |
| Foster Group, Inc. | 3,834 | $600.9K | 0.02% | +347+10.0% | Added |
| MW Advisory, LLC | 3,834 | $600.9K | 0.24% | +3,834 | New |
| Burke & Herbert Bank & Trust Co | 3,847 | $602.9K | 0.15% | −97−2.5% | Reduced |
| Expressive Wealth LLC | 3,853 | $603.8K | 0.57% | +374+10.8% | Added |
| Three Seasons Wealth, LLC | 3,857 | $604.5K | 0.06% | +457+13.4% | Added |
| Dakota Wealth Management | 3,867 | $606.0K | 0.01% | −40−1.0% | Reduced |
| Riversedge Advisors, LLC | 3,883 | $608.5K | 0.08% | +425+12.3% | Added |
| Smith, Salley & Associates | 3,892 | $610.0K | 0.03% | 00.0% | Unchanged |
| GTS Securities LLC | 3,897 | $610.7K | 0.01% | +3,897 | New |
| Qtron Investments LLC | 3,917 | $613.9K | 0.08% | −5,785−59.6% | Reduced |
| Private Wealth Asset Management, LLC | 3,927 | $615.4K | 0.06% | −200−4.8% | Reduced |
| Fiduciary Financial Group, LLC | 3,929 | $615.8K | 0.07% | +37+1.0% | Added |
| Violich Capital Management, Inc. | 3,947 | $618.6K | 0.07% | −100−2.5% | Reduced |
| Keebeck Wealth Management, LLC | 3,950 | $619.0K | 0.06% | +1,232+45.3% | Added |
| Kingswood Wealth Advisors, LLC | 3,959 | $620.4K | 0.03% | +1,284+48.0% | Added |
| Sym Financial Corp | 3,984 | $624.4K | 0.05% | +450+12.7% | Added |
| Hexagon Capital Partners LLC | 3,990 | $625.3K | 0.09% | +207+5.5% | Added |
| Seven Mile Advisory | 3,996 | $626.3K | 0.42% | −27−0.7% | Reduced |
| Verdence Capital Advisors LLC | 4,005 | $627.7K | 0.03% | +2,176+119.0% | Added |
| Oarsman Capital, Inc. | 4,006 | $627.8K | 0.07% | −314−7.3% | Reduced |
| S.A. Mason LLC | 4,040 | $633.1K | 0.19% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 4,047 | $634.2K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,064 | $636.9K | 0.02% | −2,440−37.5% | Reduced |
| IFP Advisors, Inc | 4,068 | $637.5K | 0.01% | +389+10.6% | Added |
| Capital Analysts, LLC | 4,070 | $638.0K | 0.01% | 00.0% | Unchanged |
| Argyle Capital Partners, LLC | 4,094 | $641.6K | 0.40% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 4,097 | $642.1K | 0.14% | −130−3.1% | Reduced |
| Optas, LLC | 4,098 | $642.2K | 0.09% | +249+6.5% | Added |
| Advisor OS, LLC | 4,102 | $642.9K | 0.04% | −208−4.8% | Reduced |
| First Command Advisory Services, Inc. | 4,108 | $643.8K | 0.00% | +3,041+285.0% | Added |
| Thornburg Investment Management Inc | 4,114 | $644.7K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 4,117 | $645.2K | 0.29% | 00.0% | Unchanged |
| Change Path, LLC | 4,131 | $647.5K | 0.01% | +669+19.3% | Added |
| Pinnacle West Asset Management, Inc. | 4,155 | $651.0K | 0.45% | 00.0% | Unchanged |
| Convergence Financial, LLC | 4,154 | $651.0K | 0.05% | −516−11.0% | Reduced |
| Mutual Advisors, LLC | 4,166 | $653.0K | 0.01% | +391+10.4% | Added |
| PFG Investments, LLC | 4,173 | $653.9K | 0.03% | +72+1.8% | Added |
| Greenspring Advisors, LLC | 4,173 | $654.0K | 0.04% | −560−11.8% | Reduced |
| Wesbanco Bank Inc | 4,191 | $656.8K | 0.02% | −74−1.7% | Reduced |
| Altfest L J & Co Inc | 4,193 | $657.1K | 0.06% | +417+11.0% | Added |
| Mill Capital Management, LLC | 4,205 | $659.0K | 0.04% | −183−4.2% | Reduced |
| RNC Capital Management LLC | 4,261 | $667.8K | 0.03% | −236−5.2% | Reduced |
| Cambient Family Office, LLC | 4,264 | $668.3K | 0.08% | 00.0% | Unchanged |
| Anchyra Partners LLC | 4,265 | $668.4K | 0.16% | +95+2.3% | Added |
| Clear Harbor Asset Management, LLC | 4,273 | $669.7K | 0.04% | −89−2.0% | Reduced |
| Aspiriant, LLC | 4,290 | $672.3K | 0.02% | +1,392+48.0% | Added |
| First City Capital Management, Inc. | 4,298 | $673.5K | 0.33% | −23−0.5% | Reduced |
| Bedel Financial Consulting, Inc. | 4,326 | $678.0K | 0.07% | −356−7.6% | Reduced |
| Mesirow Financial Investment Management, Inc. | 4,341 | $680.4K | 0.01% | −4,319−49.9% | Reduced |
| Shah Wealth Advisors, LLC | 4,346 | $681.1K | 0.16% | +4,346 | New |
| D'Orazio & Associates, Inc. | 4,370 | $684.9K | 0.08% | +183+4.4% | Added |
| Opal Wealth Advisors, LLC | 4,383 | $686.9K | 0.15% | −251−5.4% | Reduced |
| Wedbush Securities Inc | 4,405 | $690.0K | 0.02% | +82+1.9% | Added |
| Marino, Stram & Associates LLC | 4,413 | $691.7K | 0.11% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 4,494 | $694.1K | 0.01% | −63−1.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,431 | $694.4K | 0.00% | −368−7.7% | Reduced |
| Miracle Mile Advisors, LLC | 4,439 | $695.7K | 0.01% | +350+8.6% | Added |
| Freestone Capital Holdings, LLC | 4,448 | $697.1K | 0.02% | −988−18.2% | Reduced |
| Angeles Wealth Management, LLC | 4,448 | $697.2K | 0.03% | +162+3.8% | Added |
| Indivisible Partners | 4,463 | $699.4K | 0.04% | +1,708+62.0% | Added |
| Washington Trust Co | 4,467 | $700.1K | 0.02% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 4,490 | $703.7K | 0.03% | −156−3.4% | Reduced |
| Ausdal Financial Partners, Inc. | 4,509 | $706.6K | 0.03% | +467+11.6% | Added |
| Pure Financial Advisors, Inc. | 4,515 | $707.6K | 0.01% | +505+12.6% | Added |
| Klingman & Associates, LLC | 4,523 | $708.8K | 0.03% | +230+5.4% | Added |
| Stablepoint Partners, LLC | 4,530 | $709.9K | 0.10% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 4,528 | $710.0K | 0.07% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 4,542 | $711.8K | 0.02% | +150+3.4% | Added |
| Mraz, Amerine & Associates, Inc. | 4,552 | $713.4K | 0.10% | 00.0% | Unchanged |
| Net Worth Advisory Group | 4,571 | $716.4K | 0.18% | −185−3.9% | Reduced |
| Rossmore Private Capital | 4,581 | $717.9K | 0.06% | 00.0% | Unchanged |
| Cordatus Wealth Management LLC | 4,593 | $719.8K | 0.16% | +52+1.1% | Added |
| Presilium Private Wealth, LLC | 4,603 | $721.4K | 0.11% | −20.0% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 4,626 | $724.9K | 0.11% | +24+0.5% | Added |
| Visionary Horizons, LLC | 4,636 | $726.6K | 0.30% | −44−0.9% | Reduced |
| Ameritas Advisory Services, LLC | 4,647 | $728.3K | 0.01% | +2,256+94.4% | Added |
| SmartHarvest Portfolios, LLC | 4,670 | $731.9K | 0.24% | +263+6.0% | Added |
| Cullinan Associates Inc | 4,700 | $736.6K | 0.06% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 4,703 | $737.1K | 0.09% | +1,811+62.6% | Added |
| Grimes & Company, Inc. | 4,716 | $739.0K | 0.02% | −42−0.9% | Reduced |
| Valley Brook Capital Group | 4,717 | $739.2K | 0.42% | −50−1.0% | Reduced |
| Cascade Financial Partners, LLC | 4,733 | $741.8K | 0.06% | 00.0% | Unchanged |
| Sigma Planning Corp | 4,740 | $742.9K | 0.02% | +24+0.5% | Added |
| Jain Global LLC | 4,742 | $743.2K | 0.01% | +4,742 | New |
| Veracity Capital LLC | 4,760 | $746.0K | 0.20% | +4+0.1% | Added |
| Drucker Wealth 3.0, LLC | 4,763 | $746.4K | 0.12% | −249−5.0% | Reduced |
| Principle Wealth Partners LLC | 4,772 | $747.9K | 0.04% | 00.0% | Unchanged |
| Essex Savings Bank | 4,797 | $751.8K | 0.16% | −17−0.4% | Reduced |
| Nilsine Partners, LLC | 4,809 | $753.7K | 0.05% | +47+1.0% | Added |
| Liberty One Investment Management, LLC | 4,810 | $753.9K | 0.08% | −131−2.7% | Reduced |
| Yousif Capital Management, LLC | 4,811 | $754.0K | 0.01% | −15,123−75.9% | Reduced |
| BXM Wealth LLC | 4,840 | $758.5K | 0.41% | 00.0% | Unchanged |
| Rational Advisors LLC | 4,853 | $760.6K | 0.07% | −2,741−36.1% | Reduced |
| RFG Advisory, LLC | 4,861 | $761.9K | 0.01% | +1,269+35.3% | Added |
| Xponance, Inc. | 4,891 | $766.5K | 0.00% | +384+8.5% | Added |
| JFS Wealth Advisors, LLC | 4,893 | $766.8K | 0.04% | +18+0.4% | Added |