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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

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
20
+1 vs. Q2 2026
Shares held
279.1K
+4.25K (+1.5%) vs. Q2 2026
Total value
$39.8M
−$3.27M (−7.6%) vs. Q2 2026
New holders
2
6 more added
Sold out
1
9 more reduced

1,606 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: 1,604 institutionsQ2 2026: 1,625 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 20261,625$21.3B
Q1 20261,604$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
Old Mission Capital LLC––––Not filed
Weatherly Asset Management L. P.––––Not filed
Eagle Strategies LLC––––Not filed
MONECO Advisors, LLC––––Not filed
Intrua Financial, LLC––––Not filed
Meridian Wealth Advisors, LLC––––Not filed
Stegent Equity Advisors, Inc.––––Not filed
Beverly Hills Private Wealth, LLC––––Not filed
BSW Wealth Partners––––Not filed
Wimmer Associates 1, LLC––––Not filed
Key Financial Inc––––Not filed
GSB Wealth Management, LLC––––Not filed
Delaney Dennis R––––Not filed
Quantum Financial Advisors, LLC––––Not filed
Rydar Equities, Inc.––––Not filed
Compass Ion Advisors, LLC––––Not filed
Prairie Wealth Advisors, Inc.––––Not filed
GF Fund Management Co. Ltd.––––Not filed
CFS Investment Advisory Services, LLC––––Not filed
Norris Perne & French LLP––––Not filed
Jacobs & Co––––Not filed
JGP Wealth Management, LLC––––Not filed
Watershed Private Wealth LLC––––Not filed
Flatrock Wealth Partners LLC––––Not filed
Great Diamond Partners, LLC––––Not filed
Laraway Financial Inc––––Not filed
Summitry LLC––––Not filed
Drive Wealth Management, LLC––––Not filed
Busey Wealth Management––––Not filed
Sheets Smith Wealth Management––––Not filed
Van Strum & Towne Inc.––––Not filed
M. Kulyk & Associates, LLC––––Not filed
Stonebrook Private Inc.––––Not filed
Horizon Wealth Management, LLC––––Not filed
Norden Group LLC––––Not filed
Cary Street Partner Investment Advisory LLC––––Not filed
Aspen Grove Capital, LLC––––Not filed
Hopwood Financial Services, Inc.––––Not filed
Kornitzer Capital Management Inc––––Not filed
Diversified Enterprises, LLC––––Not filed
Nations Financial Group Inc,––––Not filed
Argyle Capital Management Inc.––––Not filed
JM2 Capital Inc.––––Not filed
Formidable Asset Management, LLC––––Not filed
Wealthcare Advisory Partners LLC––––Not filed
Claro Advisors LLC––––Not filed
Bayesian Capital Management, LP––––Not filed
Sapient Capital LLC––––Not filed
Soltis Investment Advisors LLC––––Not filed
Cornerstone Wealth Management, LLC––––Not filed
Chapman Financial Group, LLC––––Not filed
Shoker Investment Counsel, Inc.––––Not filed
IFG Advisory, LLC––––Not filed
Oakworth Capital, Inc.––––Not filed
Koshinski Asset Management, Inc.––––Not filed
Key Client Fiduciary Advisors, LLC––––Not filed
Everpar Advisors LLC––––Not filed
Value Investment Professionals, LLC––––Not filed
Schmidt P J Investment Management Inc––––Not filed
RiverGlades Family Offices LLC––––Not filed
Kendall Capital Management––––Not filed
Summit Wealth Group LLC––––Not filed
Viawealth, LLC––––Not filed
Outlook Wealth Advisors, LLC––––Not filed
Texas Capital Bank Wealth Management Services Inc––––Not filed
Atlantic Edge Private Wealth Management, LLC––––Not filed
Financial Security Advisor, Inc.––––Not filed
VestGen Advisors, LLC––––Not filed
Tyche Wealth Partners LLC––––Not filed
Cooper Financial Group––––Not filed
Vicus Capital––––Not filed
Chilton Investment Co LLC––––Not filed
Aigen Investment Management, LP––––Not filed
Keystone Financial Group––––Not filed
Vann Equity Management LLC––––Not filed
CNB Bank––––Not filed
Mattern Capital Management, LLC––––Not filed
BCJ Capital Management, LLC––––Not filed
Bruce G. Allen Investments, LLC––––Not filed
Jackson Thornton Asset Management, LLC––––Not filed
Wealth Dimensions Group, Ltd.––––Not filed
Gerald Baker Financial Group LLC––––Not filed
Tower Wealth Partners, Inc.––––Not filed
Crestmont Private Wealth LLC––––Not filed
Granite Group Advisors, LLC––––Not filed
Prospect Financial Group LLC––––Not filed
Caldwell Trust Co––––Not filed
Advisors Management Group Inc––––Not filed
Wayfinding Financial, LLC––––Not filed
Hudock, Inc.––––Not filed
Liberty Wealth Management LLC––––Not filed
Farmers National Bank––––Not filed
Nixon Peabody Trust Co––––Not filed
Kovack Advisors, Inc.––––Not filed
Braun-Bostich & Associates Inc.––––Not filed
Permanens Capital L.P.––––Not filed
Schnieders Capital Management, LLC.––––Not filed
Howe & Rusling Inc––––Not filed
Wealth Alliance Advisory Group, LLC––––Not filed
Maia Wealth LLC––––Not filed