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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, Q3 2026

Institutional positions in Novartis AG as of Sep 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders
4
−1 vs. Q2 2026
Shares held
26.8K
+160 (+0.6%) vs. Q2 2026
Total value
$3.82M
−$354.0K (−8.5%) vs. Q2 2026
New holders
0
1 more added
Sold out
1
1 more reduced

1,621 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holders
Q1 2021: 1,138 institutionsQ2 2021: 1,123 institutionsQ3 2021: 1,083 institutionsQ4 2021: 1,147 institutionsQ1 2022: 1,137 institutionsQ2 2022: 1,142 institutionsQ3 2022: 1,088 institutionsQ4 2022: 1,183 institutionsQ1 2023: 1,182 institutionsQ2 2023: 1,203 institutionsQ3 2023: 1,225 institutionsQ4 2023: 1,274 institutionsQ1 2024: 1,254 institutionsQ2 2024: 1,309 institutionsQ3 2024: 1,314 institutionsQ4 2024: 1,345 institutionsQ1 2025: 1,361 institutionsQ2 2025: 1,387 institutionsQ3 2025: 1,405 institutionsQ4 2025: 1,515 institutionsQ1 2026: 1,605 institutionsQ2 2026: 1,626 institutions
Value held
Q1 2021: $18.7BQ2 2021: $19.8BQ3 2021: $18.0BQ4 2021: $18.5BQ1 2022: $18.3BQ2 2022: $16.9BQ3 2022: $13.7BQ4 2022: $15.5BQ1 2023: $15.2BQ2 2023: $14.9BQ3 2023: $15.1BQ4 2023: $14.2BQ1 2024: $13.6BQ2 2024: $14.7BQ3 2024: $15.2BQ4 2024: $12.7BQ1 2025: $15.4BQ2 2025: $16.2BQ3 2025: $17.2BQ4 2025: $18.4BQ1 2026: $22.0BQ2 2026: $21.3B
Institutions holding NVS and their total value by quarter
QuarterHoldersValue
Q2 20261,626$21.3B
Q1 20261,605$22.0B
Q4 20251,515$18.4B
Q3 20251,405$17.2B
Q2 20251,387$16.2B
Q1 20251,361$15.4B
Q4 20241,345$12.7B
Q3 20241,314$15.2B
Q2 20241,309$14.7B
Q1 20241,254$13.6B
Q4 20231,274$14.2B
Q3 20231,225$15.1B
Q2 20231,203$14.9B
Q1 20231,182$15.2B
Q4 20221,183$15.5B
Q3 20221,088$13.7B
Q2 20221,142$16.9B
Q1 20221,137$18.3B
Q4 20211,147$18.5B
Q3 20211,083$18.0B
Q2 20211,123$19.8B
Q1 20211,138$18.7B

Institutions, Q3 2026

Shares, value and share of portfolio for each institution holding Novartis AG; share changes are against Q2 2026.

Institutions holding NVS in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Coastline Trust Co20,095$2.86M0.27%−500−2.4%Reduced
Roxbury Financial LLC3,782$539.2K0.41%00.0%Unchanged
Montecito Bank & Trust2,396$341.6K0.05%+668+38.7%Added
Hickory Point Bank & Trust516$73.6K0.04%00.0%Unchanged
Noble Wealth Management PBC0$00.00%−8−100.0%Sold out
Fisher Asset Management, LLC––––Not filed
Morgan Stanley––––Not filed
Dimensional Fund Advisors LP––––Not filed
Primecap Management Co––––Not filed
Loomis Sayles & Co L P––––Not filed
Bank of America Corp––––Not filed
Franklin Resources Inc––––Not filed
BlackRock, Inc.––––Not filed
Goldman Sachs Group Inc––––Not filed
Northern Trust Corp––––Not filed
Natixis Advisors, L.P.––––Not filed
Envestnet Asset Management Inc––––Not filed
JPMorgan Chase & Co––––Not filed
Jupiter Topco LLC––––Not filed
GQG Partners LLC––––Not filed
FMR LLC––––Not filed
Cullen Capital Management LLC––––Not filed
Jones Financial Companies LLLP––––Not filed
WCM Investment Management, LLC––––Not filed
Wells Fargo & Company––––Not filed
Raymond James Financial Inc––––Not filed
Principal Financial Group Inc––––Not filed
UBS Group AG––––Not filed
Holocene Advisors, LP––––Not filed
Chevy Chase Trust Holdings, Inc.––––Not filed
Lord, Abbett & Co. LLC––––Not filed
Truist Financial Corp––––Not filed
Earnest Partners LLC––––Not filed
Renaissance Technologies LLC––––Not filed
Dodge & Cox––––Not filed
Millennium Management LLC––––Not filed
Connor, Clark & Lunn Investment Management Ltd.––––Not filed
American Century Companies Inc––––Not filed
LPL Financial LLC––––Not filed
Royal Bank of Canada––––Not filed
Van Eck Associates Corp––––Not filed
SEI Investments Co––––Not filed
NewEdge Wealth, LLC––––Not filed
Harding Loevner LP––––Not filed
Bristol John W & Co Inc––––Not filed
Creative Planning––––Not filed
CIBC Bancorp USA Inc.––––Not filed
Ameriprise Financial Inc––––Not filed
Harvest Portfolios Group Inc.––––Not filed
Assetmark, Inc––––Not filed
CI Private Wealth, LLC––––Not filed
TCTC Holdings, LLC––––Not filed
Quantinno Capital Management LP––––Not filed
Charles Schwab Investment Management Inc––––Not filed
BNP Paribas Arbitrage, SA––––Not filed
Farallon Capital Management, L.L.C.––––Not filed
Agf Management Ltd––––Not filed
First Trust Advisors LP––––Not filed
O'Shaughnessy Asset Management, LLC––––Not filed
Cerity Partners LLC––––Not filed
Stifel Financial Corp––––Not filed
Marshall Wace, LLP––––Not filed
Bank of New York Mellon Corp––––Not filed
Citadel Advisors LLC––––Not filed
Todd Asset Management LLC––––Not filed
Saturna Capital CORP––––Not filed
Scharf Investments, LLC––––Not filed
Massachusetts Financial Services Co––––Not filed
Cookson Peirce & Co Inc––––Not filed
AQR Capital Management LLC––––Not filed
HighTower Advisors, LLC––––Not filed
Citigroup Inc––––Not filed
US Bancorp––––Not filed
MML Investors Services, LLC––––Not filed
Grantham, Mayo, Van Otterloo & Co. LLC––––Not filed
Adage Capital Partners GP, L.L.C.––––Not filed
Janney Montgomery Scott LLC––––Not filed
Quadrature Capital Ltd––––Not filed
Midwest Trust Co––––Not filed
Colony Group, LLC––––Not filed
First Financial Bankshares Inc––––Not filed
Promethos Capital, LLC––––Not filed
Mariner, LLC––––Not filed
TriCert Investment Counsel Inc.––––Not filed
The PNC Financial Services Group, Inc.––––Not filed
Oppenheimer Asset Management Inc.––––Not filed
Cetera Investment Advisers––––Not filed
Teachers Retirement System of the State of Kentucky––––Not filed
Integral Health Asset Management, LLC––––Not filed
Brandes Investment Partners, LP––––Not filed
Mirae Asset Global Investments Co., Ltd.––––Not filed
Brown Advisory Inc––––Not filed
Kestra Advisory Services, LLC––––Not filed
M&T Bank Corp––––Not filed
New York State Common Retirement Fund––––Not filed
Godsey & Gibb Associates––––Not filed
Parkwood LLC––––Not filed
Ferguson Wellman Capital Management, Inc––––Not filed
Captrust Financial Advisors––––Not filed
Advisor Group Holdings, Inc.––––Not filed