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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
28
+2 vs. Q2 2026
Shares held
312.2K
+3.06K (+1.0%) vs. Q2 2026
Total value
$44.5M
−$3.92M (−8.1%) vs. Q2 2026
New holders
3
8 more added
Sold out
1
10 more reduced

1,599 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
Murphy & Mullick Capital Management Corp––––Not filed
EFG International AG––––Not filed
Lodestone Wealth Management LLC––––Not filed
Adkins Seale Capital Management LLC––––Not filed
Provenance Wealth Advisors, LLC––––Not filed
First Financial Corp––––Not filed
Addison Advisors LLC––––Not filed
Ameriflex Group, Inc.––––Not filed
GW&K Investment Management, LLC––––Not filed
TFC Financial Management––––Not filed
Financial Management Professionals, Inc.––––Not filed
Limestone Investment Advisors LP––––Not filed
Trust Co––––Not filed
Duncker Streett & Co Inc––––Not filed
Atlantic Trust, LLC––––Not filed
Costello Asset Management, INC––––Not filed
Richardson Capital Management LLC––––Not filed
Parvin Asset Management, LLC––––Not filed
Purpose Unlimited Inc.––––Not filed
Marshall & Sterling Wealth Advisors Inc.––––Not filed
Financial Consulate, Inc––––Not filed
Orion Capital Management LLC––––Not filed
Centennial Bank––––Not filed
First PREMIER Bank––––Not filed
Cornerstone Planning Group LLC––––Not filed
Beacon Financial Strategies CORP––––Not filed
True Wealth Design, LLC––––Not filed
Westside Investment Management, Inc.––––Not filed
Silver Grove Financial Group, Inc.––––Not filed
AdvisorNet Financial, Inc––––Not filed
Ares Financial Consulting, LLC––––Not filed
Union Bancaire Privee, UBP SA––––Not filed
Hallmark Capital Management Inc––––Not filed
United Financial Planning Group LLC––––Not filed
Creative Financial Designs Inc––––Not filed
Harbor Asset Planning, Inc.––––Not filed
Accent Capital Management, LLC––––Not filed
Heritage Wealth Advisors––––Not filed
SOA Wealth Advisors, LLC.––––Not filed
Entrust Financial LLC––––Not filed
Bogart Wealth, LLC––––Not filed
Timbuktu Capital Management, LLC––––Not filed
Fourth Dimension Wealth, LLC––––Not filed
Wealth Enhancement Trust Services, Inc.––––Not filed
Broadwater Capital Management LLC––––Not filed
Vermillion Wealth Management, Inc.––––Not filed
Midway Capital Research & Management––––Not filed
First National Bank––––Not filed
Aventura Private Wealth, LLC––––Not filed
Quaker Wealth Management, LLC––––Not filed
Markowski Investments––––Not filed
Country Trust Bank––––Not filed
Dynamic Wealth Strategies, LLC––––Not filed
Financial Network Wealth Advisors LLC––––Not filed
Strategic Wealth Advisors LLC––––Not filed
Golden State Equity Partners––––Not filed
Cassaday & Co Wealth Management LLC––––Not filed
Essential Partners LLC––––Not filed
Raffa Wealth Management, LLC––––Not filed
Zions Bancorporation, National Association––––Not filed
Solstein Capital, LLC––––Not filed
Alpine Bank Wealth Management––––Not filed
South Plains Financial, Inc.––––Not filed
Legacy Bridge, LLC––––Not filed
VSM Wealth Advisory, LLC––––Not filed
Arlington Trust Co LLC––––Not filed
Albion Financial Group––––Not filed
Alerus Financial NA––––Not filed
Lavaca Capital LLC––––Not filed
Whipplewood Advisors, LLC––––Not filed
Maseco LLP––––Not filed
Medallion Wealth Advisors, LLC––––Not filed
Bell Investment Advisors, Inc––––Not filed
Measured Wealth Private Client Group, LLC––––Not filed
Retirement Wealth Solutions LLC––––Not filed
Highline Wealth Partners LLC––––Not filed
Nalls Sherbakoff Group, LLC––––Not filed
Signature Equity Partners, LLC––––Not filed
TSFG, LLC––––Not filed
N.E.W. Advisory Services LLC––––Not filed
NBH Bank––––Not filed
Bayban––––Not filed
Pflug Koory, LLC––––Not filed
Nexus Investment Management ULC––––Not filed
Wellington-Altus USA Inc.––––Not filed
CrossGen Wealth, LLC––––Not filed
Center for Financial Planning, Inc.––––Not filed
Kilter Group LLC––––Not filed
Crewe Advisors LLC––––Not filed
Smallwood Wealth Investment Management, LLC––––Not filed
United Community Bank––––Not filed
Frazier Financial Advisors, LLC––––Not filed
Burnham & Co LLC––––Not filed
Boyd Watterson Asset Management LLC––––Not filed
Silicon Valley Capital Partners––––Not filed
City Holding Co––––Not filed
Park Place Capital Corp––––Not filed
Coston, McIsaac & Partners––––Not filed
BOK Financial Private Wealth, Inc.––––Not filed
Quintet Private Bank (Europe) S.A.––––Not filed