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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
Leith Wheeler Investment Counsel Ltd.––––Not filed
American Trust––––Not filed
Journey Advisory Group, LLC––––Not filed
Hurlow Wealth Management Group, Inc.––––Not filed
North Star Investment Management Corp.––––Not filed
Stiles Financial Services Inc––––Not filed
Founders Financial Alliance, LLC––––Not filed
Retirement Planning Group––––Not filed
Bank of Hawaii––––Not filed
Anchor Capital Advisors LLC––––Not filed
Larson Financial Group LLC––––Not filed
Bravera Wealth––––Not filed
Lynx Investment Advisory––––Not filed
Argent Advisors, Inc.––––Not filed
Peoples Financial Services Corp.––––Not filed
Houlihan Financial Resource Group, Ltd.––––Not filed
Walter Public Investments Inc.––––Not filed
Glenview Trust Co––––Not filed
Union Savings Bank––––Not filed
Capital Asset Advisory Services LLC––––Not filed
Fairscale Capital, LLC––––Not filed
Post Resch Tallon Group Inc.––––Not filed
Brown, Lisle/Cummings, Inc.––––Not filed
Lexington Hill Partners, LLC––––Not filed
Benchmark Financial Wealth Advisors, LLC––––Not filed
Fortis Capital Management LLC––––Not filed
Courier Capital LLC––––Not filed
Harbor Investment Advisory, LLC––––Not filed
S Harris Financial Group, LLC––––Not filed
TownSquare Capital, LLC––––Not filed
Mattern Wealth Management LLC––––Not filed
Ellsworth Advisors, LLC––––Not filed
Old Mission Investment Co LLC––––Not filed
LVW Advisors, LLC––––Not filed
Tritonpoint Wealth, LLC––––Not filed
Arq Wealth Advisors, LLC––––Not filed
Fairfield Financial Advisors, LTD––––Not filed
Gateway Wealth Partners, LLC––––Not filed
UMA Financial Services, Inc.––––Not filed
Parallax Volatility Advisers, L.P.––––Not filed
Azimuth Capital Investment Management LLC––––Not filed
Knights of Columbus Asset Advisors LLC––––Not filed
Arlington Partners LLC––––Not filed
Jefferies Financial Group Inc.––––Not filed
V-Square Quantitative Management LLC––––Not filed
Palumbo Wealth Management LLC––––Not filed
Fragasso Group Inc.––––Not filed
JBGlobal.com LLC––––Not filed
Leisure Capital Management––––Not filed
Hennion & Walsh Asset Management, Inc.––––Not filed
AssuredPartners Investment Advisors, LLC––––Not filed
Meramec Financial Planners, LLC––––Not filed
Westmount Partners, LLC––––Not filed
Childress Capital Advisors, LLC––––Not filed
Tevis Investment Management––––Not filed
RVW Wealth, LLC––––Not filed
Murphy, Middleton, Hinkle & Parker, Inc.––––Not filed
Capital Performance Advisors LLP––––Not filed
BCS Wealth Management––––Not filed
Portfolio Design Labs, LLC––––Not filed
Armor Investment Advisors, LLC––––Not filed
Kelly Financial Services LLC––––Not filed
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co––––Not filed
Consolidated Planning Corp––––Not filed
VisionPoint Advisory Group, LLC––––Not filed
WealthSpring Partners, LLC––––Not filed
Bristlecone Value Partners, LLC––––Not filed
Causeway Capital Management LLC––––Not filed
Nicolet Bankshares Inc––––Not filed
Rebalance, LLC––––Not filed
Essex LLC––––Not filed
Quadrant Private Wealth Management, LLC––––Not filed
International Assets Investment Management, LLC––––Not filed
Saratoga Research & Investment Management––––Not filed
MFA Wealth Services––––Not filed
Focused Alpha, LLC––––Not filed
Financial Planning Navigators CORP––––Not filed
Liberty Capital Management, Inc.––––Not filed
Sig Brokerage, LP––––Not filed
Legacy Capital Wealth Partners, LLC––––Not filed
PFW Advisors LLC––––Not filed
Fiduciary Wealth Partners, LLC––––Not filed
Clarus Group, Inc.––––Not filed
71 West Capital Partners––––Not filed
Monarch Capital Management Inc––––Not filed
BBR Partners, LLC––––Not filed
Marks Group Wealth Management, Inc––––Not filed
HHM Wealth Advisors, LLC––––Not filed
Professional Advisory Services Inc––––Not filed
Hardy Reed LLC––––Not filed
Meeder Advisory Services, Inc.––––Not filed
Twin Peaks Wealth Advisors, LLC––––Not filed
Ledyard National Bank––––Not filed
Bluebird Wealth Management LLC––––Not filed
Gryphon Financial Partners LLC––––Not filed
Continuum Advisory, LLC––––Not filed
Sentinus, LLC––––Not filed
Carter Financial Group, INC.––––Not filed
Founders Grove Wealth Partners, LLC––––Not filed
Lyell Wealth Management, LP––––Not filed