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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; 1,625 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

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

Q3 2026 vs. Q2 2026

How the institutions holding Novartis AG changed between Q2 2026 and Q3 2026.

All holders in Q3 2026All holders in Q2 2026

13F holders of NVS: Q2 2026 compared with Q3 2026
MeasureQ2 2026Of which not filed for Q3 2026Q3 2026Change
Holders1,6251,60620+1
Shares135.7M135.4M279.1K+4.25K (+1.5%)
Value$21.3B$21.2B$39.8M−$3.27M (−7.6%)

1,606 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (2)

Institutions that held Novartis AG at the end of Q3 2026 but not at the end of Q2 2026.

Institutions new to NVS in Q3 2026
InstitutionSharesValue% of portfolio
Boltwood Capital Management1,473$209.9K0.05%
Planning Strategies Inc.73$10.4K0.01%

Sold out (1)

Institutions that held Novartis AG at the end of Q2 2026 and filed for Q3 2026 without it.

Institutions that sold out of NVS in Q3 2026
InstitutionShares, Q2 2026Value, Q2 2026
Noble Wealth Management PBC8$1.25K

Not filed for Q3 2026 yet (1,606)

Institutions that held Novartis AG at the end of Q2 2026 and haven't filed a 13F for Q3 2026. Not filing isn't selling, so they aren't counted as sold out.

Showing the largest 100 of 1,606 by value.

Institutions holding NVS in Q2 2026 that haven't filed for Q3 2026
InstitutionShares, Q2 2026Value, Q2 2026
Fisher Asset Management, LLC15,523,378$2.43B
Morgan Stanley8,726,827$1.37B
Dimensional Fund Advisors LP8,117,586$1.27B
Primecap Management Co6,592,124$1.03B
Loomis Sayles & Co L P5,239,309$821.1M
Bank of America Corp4,909,938$769.5M
Franklin Resources Inc3,251,281$509.5M
BlackRock, Inc.3,047,988$477.7M
Goldman Sachs Group Inc2,980,168$467.1M
Northern Trust Corp2,792,745$437.7M
Natixis Advisors, L.P.2,386,527$374.0M
Envestnet Asset Management Inc2,330,979$365.3M
JPMorgan Chase & Co2,264,447$356.9M
Jupiter Topco LLC2,221,362$348.1M
GQG Partners LLC2,151,131$337.1M
FMR LLC2,057,404$322.4M
Cullen Capital Management LLC2,033,040$318.6M
Jones Financial Companies LLLP1,974,043$306.8M
WCM Investment Management, LLC1,904,349$300.1M
Wells Fargo & Company1,828,817$286.6M
Raymond James Financial Inc1,801,337$282.3M
Principal Financial Group Inc1,565,796$245.4M
UBS Group AG1,184,422$185.6M
Holocene Advisors, LP1,037,332$162.6M
Chevy Chase Trust Holdings, Inc.1,033,709$162.0M
Lord, Abbett & Co. LLC1,002,335$157.1M
Truist Financial Corp968,701$151.8M
Earnest Partners LLC886,634$139.0M
Renaissance Technologies LLC788,033$123.5M
Dodge & Cox759,373$119.0M
Millennium Management LLC758,029$118.8M
Connor, Clark & Lunn Investment Management Ltd.740,532$116.1M
American Century Companies Inc707,061$110.8M
LPL Financial LLC666,272$104.4M
Royal Bank of Canada638,682$100.1M
Van Eck Associates Corp633,523$99.3M
SEI Investments Co591,566$92.7M
NewEdge Wealth, LLC579,486$90.8M
Harding Loevner LP578,234$90.5M
Bristol John W & Co Inc557,777$87.4M
Creative Planning546,659$85.7M
CIBC Bancorp USA Inc.524,073$82.1M
Ameriprise Financial Inc508,398$79.7M
Harvest Portfolios Group Inc.457,045$71.6M
Assetmark, Inc442,978$69.4M
CI Private Wealth, LLC437,208$68.5M
TCTC Holdings, LLC393,932$61.7M
Quantinno Capital Management LP386,332$60.5M
Charles Schwab Investment Management Inc384,386$60.2M
BNP Paribas Arbitrage, SA379,597$59.5M
Farallon Capital Management, L.L.C.363,000$56.9M
Agf Management Ltd360,354$56.5M
First Trust Advisors LP353,224$55.4M
O'Shaughnessy Asset Management, LLC335,528$52.6M
Cerity Partners LLC334,595$52.4M
Stifel Financial Corp330,309$51.8M
Marshall Wace, LLP330,061$51.7M
Bank of New York Mellon Corp328,948$51.6M
Citadel Advisors LLC320,808$50.3M
Todd Asset Management LLC317,429$49.7M
Saturna Capital CORP311,392$48.8M
Scharf Investments, LLC310,818$48.7M
Massachusetts Financial Services Co293,443$46.0M
Cookson Peirce & Co Inc283,840$44.5M
AQR Capital Management LLC281,210$44.1M
HighTower Advisors, LLC267,821$42.0M
Citigroup Inc265,626$41.6M
US Bancorp262,178$41.1M
MML Investors Services, LLC255,770$40.1M
Grantham, Mayo, Van Otterloo & Co. LLC245,957$38.5M
Adage Capital Partners GP, L.L.C.245,557$38.5M
Janney Montgomery Scott LLC241,904$37.9M
Quadrature Capital Ltd240,579$37.7M
Midwest Trust Co239,181$37.5M
Colony Group, LLC235,657$36.9M
First Financial Bankshares Inc234,315$36.7M
Promethos Capital, LLC233,303$36.6M
Mariner, LLC231,391$36.3M
TriCert Investment Counsel Inc.226,301$35.5M
The PNC Financial Services Group, Inc.222,881$34.9M
Oppenheimer Asset Management Inc.217,234$34.0M
Cetera Investment Advisers206,722$32.4M
Teachers Retirement System of the State of Kentucky201,250$31.5M
Integral Health Asset Management, LLC200,000$31.3M
Brandes Investment Partners, LP197,593$31.0M
Mirae Asset Global Investments Co., Ltd.195,986$30.7M
Brown Advisory Inc186,086$29.2M
Kestra Advisory Services, LLC185,906$29.1M
M&T Bank Corp183,359$28.7M
New York State Common Retirement Fund183,246$28.7M
Godsey & Gibb Associates183,015$28.7M
Parkwood LLC182,462$28.6M
Captrust Financial Advisors173,384$27.2M
Advisor Group Holdings, Inc.172,539$27.1M
Managed Asset Portfolios, LLC165,519$25.9M
QRG Capital Management, Inc.164,478$25.8M
D.A. Davidson & Co.163,017$25.5M
Mercer Global Advisors Inc161,839$25.4M
Martin Investment Management, LLC157,179$24.6M
Oak Associates, Ltd155,362$24.3M