Skip to main content

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
Goepper Burkhardt LLC––––Not filed
Eagle Global Advisors LLC––––Not filed
Nisa Investment Advisors, LLC––––Not filed
Royal Capital Wealth Management, LLC––––Not filed
First National Trust Co––––Not filed
Colonial Trust Advisors––––Not filed
Lodestar Private Asset Management LLC––––Not filed
Facet Wealth, Inc.––––Not filed
Fidelis Capital Partners, LLC––––Not filed
O'Rourke & Company, Inc––––Not filed
O'Keefe Stevens Advisory, Inc.––––Not filed
Bowen Hanes & Co Inc––––Not filed
Cascades Capital Asset Management, LLC––––Not filed
TrustBank––––Not filed
Family Management Corp––––Not filed
SeaCrest Wealth Management, LLC––––Not filed
Retirement Planning Co of New England, Inc.––––Not filed
TIAA Wealth Investment Management LLC––––Not filed
Muirfield Wealth Advisors LLC––––Not filed
GHP Investment Advisors, Inc.––––Not filed
Warren Street Wealth Advisors, LLC––––Not filed
Owl Creek Wealth Partners LLC––––Not filed
KPP Advisory Services LLC––––Not filed
Symphony Financial, Ltd. Co.––––Not filed
Urban Wealth Management, LLC––––Not filed
Action Point Financial Planning, LLC––––Not filed
Octavia Wealth Advisors, LLC––––Not filed
Everhart Financial Group, Inc.––––Not filed
PlanVest Financial, Inc––––Not filed
Scientech Research LLC––––Not filed
SFMG, LLC––––Not filed
Private Wealth Partners, LLC––––Not filed
Spectrum Planning & Advisory Services Inc.––––Not filed
Prestige Wealth Management Group LLC––––Not filed
Inlet Private Wealth, LLC––––Not filed
Dunhill Financial, LLC––––Not filed
Headland Capital, LLC––––Not filed
Cambiar Investors LLC––––Not filed
Westover Capital Advisors, LLC––––Not filed
Aviance Capital Partners, LLC––––Not filed
American Trust Investment Advisors, LLC––––Not filed
Hoge Financial Services, LLC––––Not filed
CDKV Holdings LLC––––Not filed
Madison Wealth Partners, Inc––––Not filed
Tanager Wealth Management LLP––––Not filed
Atwater Malick LLC––––Not filed
Southern Michigan Bank & Trust––––Not filed
Concord Wealth Partners––––Not filed
Monetary Management Group Inc––––Not filed
Hills Bank & Trust Co––––Not filed
Pin Oak Investment Advisors Inc––––Not filed
Atlas Capital Advisors LLC––––Not filed
MCF Advisors LLC––––Not filed
SHP Wealth Management––––Not filed
Strategic Wealth Partners, Ltd.––––Not filed
SBI Securities Co., Ltd.––––Not filed
Foster Dykema Cabot & Partners, LLC––––Not filed
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.––––Not filed
Piscataqua Savings Bank––––Not filed
McMillan Office, Inc.––––Not filed
Barnes Dennig Private Wealth Management LLC––––Not filed
WPG Advisers, LLC––––Not filed
Corient IA LLC––––Not filed
Salomon & Ludwin, LLC––––Not filed
Glen Eagle Advisors, LLC––––Not filed
Cornerstone Financial Management LLC––––Not filed
Twin Tree Management, LP––––Not filed
Allied Private Wealth LLC––––Not filed
Citizens National Bank Trust Department––––Not filed
Colonial Trust Co––––Not filed
Smithfield Trust Co––––Not filed
Tacita Capital Inc––––Not filed
Evermay Wealth Management LLC––––Not filed
City State Bank––––Not filed
CGC Financial Services, LLC––––Not filed
Tripletail Wealth Management, LLC––––Not filed
Edmond de Rothschild Holding S.A.––––Not filed
State of Wyoming––––Not filed
Crews Bank & Trust––––Not filed
Abound Financial, LLC––––Not filed
Wall Street Access Asset Management, LLC––––Not filed
Triumph Capital Management––––Not filed
Cape Investment Advisory, Inc.––––Not filed
IMA Wealth, Inc.––––Not filed
BFSG, LLC––––Not filed
Washington Trust Advisors, Inc.––––Not filed
Golden State Wealth Management, LLC––––Not filed
High Note Wealth, LLC––––Not filed
LOM Asset Management Ltd––––Not filed
10Elms LLP––––Not filed
Evelyn Partners Group Ltd––––Not filed
MeadowBrook Investment Advisors LLC––––Not filed
WealthCollab, LLC––––Not filed
Advisors Preferred, LLC––––Not filed
MTM Investment Management, LLC––––Not filed
Bullock Wealth Management Group––––Not filed
Community Financial Services Group, LLC––––Not filed
Murphy & Mullick Capital Management Corp––––Not filed
EFG International AG––––Not filed
Lodestone Wealth Management LLC––––Not filed