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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; 1,626 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
9
+1 vs. Q2 2026
Shares held
46.1K
+1.55K (+3.5%) vs. Q2 2026
Total value
$6.58M
−$392.7K (−5.6%) vs. Q2 2026
New holders
2
1 more added
Sold out
1
4 more reduced

1,617 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: 1,605 institutionsQ2 2026: 1,626 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 20261,626$21.3B
Q1 20261,605$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
Godsey & Gibb Associates––––Not filed
Parkwood LLC––––Not filed
Ferguson Wellman Capital Management, Inc––––Not filed
Captrust Financial Advisors––––Not filed
Advisor Group Holdings, Inc.––––Not filed
Managed Asset Portfolios, LLC––––Not filed
QRG Capital Management, Inc.––––Not filed
D.A. Davidson & Co.––––Not filed
Mercer Global Advisors Inc––––Not filed
Martin Investment Management, LLC––––Not filed
Oak Associates, Ltd––––Not filed
Pathstone Holdings, LLC––––Not filed
LMR Partners LLP––––Not filed
Foresight Global Investors, Inc.––––Not filed
Grandfield & Dodd, LLC––––Not filed
Capital Wealth Planning, LLC––––Not filed
Fiera Capital Corp––––Not filed
Commonwealth Equity Services, LLC––––Not filed
Savant Capital, LLC––––Not filed
Wiley Bros.-Aintree Capital, LLC––––Not filed
Invesco Ltd.––––Not filed
Douglas Lane & Associates, LLC––––Not filed
Neuberger Berman Group LLC––––Not filed
Wealth Enhancement Advisory Services, LLC––––Not filed
Ingalls & Snyder LLC––––Not filed
ProVise Management Group, LLC––––Not filed
Coleford Investment Management Ltd.––––Not filed
UBS Asset Management Americas Inc––––Not filed
JustInvest LLC––––Not filed
Blair William & Co––––Not filed
Nuveen, LLC––––Not filed
GW Henssler & Associates Ltd––––Not filed
Rockefeller Capital Management L.P.––––Not filed
Arrowstreet Capital, Limited Partnership––––Not filed
RMB Capital Management, LLC––––Not filed
Wilkins Investment Counsel Inc––––Not filed
Ethic Inc.––––Not filed
Callan Family Office, LLC––––Not filed
Point72 Asset Management, L.P.––––Not filed
Ritholtz Wealth Management––––Not filed
Bank of Montreal––––Not filed
Cresset Asset Management, LLC––––Not filed
First Fiduciary Investment Counsel, Inc.––––Not filed
Nomura Holdings Inc––––Not filed
American Assets Investment Management, LLC––––Not filed
Allworth Financial LP––––Not filed
Toroso Investments, LLC––––Not filed
Boston Common Asset Management, LLC––––Not filed
United Capital Financial Advisers, LLC––––Not filed
HRT Financial LP––––Not filed
Sanctuary Advisors, LLC––––Not filed
Glenview Capital Management, LLC––––Not filed
CIBC World Markets Inc.––––Not filed
TD Waterhouse Canada Inc.––––Not filed
Beacon Pointe Advisors, LLC––––Not filed
Bahl & Gaynor Inc––––Not filed
Bartlett & Co. Wealth Management LLC––––Not filed
Matthew Goff Investment Advisor, LLC––––Not filed
Osterweis Capital Management Inc––––Not filed
Vestmark Advisory Solutions, Inc.––––Not filed
Eldred Rock Partners, LLC––––Not filed
Investment House LLC––––Not filed
Tocqueville Asset Management L.P.––––Not filed
Allspring Global Investments Holdings, LLC––––Not filed
GWM Advisors LLC––––Not filed
Gabelli Funds LLC––––Not filed
Cohen Capital Management, Inc.––––Not filed
Manning & Napier Advisors LLC––––Not filed
Zevin Asset Management LLC––––Not filed
Logan Capital Management Inc––––Not filed
Altrius Capital Management Inc––––Not filed
Live Oak Private Wealth LLC––––Not filed
Keybank National Association––––Not filed
Huntington National Bank––––Not filed
Reynders McVeigh Capital Management, LLC––––Not filed
Tweedy, Browne Co LLC––––Not filed
Salem Investment Counselors Inc––––Not filed
Camden National Bank––––Not filed
Mengis Capital Management, Inc.––––Not filed
Tower Bridge Advisors––––Not filed
Hantz Financial Services, Inc.––––Not filed
Baird Financial Group, Inc.––––Not filed
Laird Norton Trust Company, LLC––––Not filed
SALT Holding Corp.––––Not filed
Dixon Mitchell Investment Counsel Inc.––––Not filed
Scotia Capital Inc.––––Not filed
Bessemer Group Inc––––Not filed
Empowered Funds, LLC––––Not filed
Franklin, Parlapiano, Turner & Welch, LLC––––Not filed
Northwestern Mutual Wealth Management Co––––Not filed
Quadrant Capital Group LLC––––Not filed
Atria Investments LLC––––Not filed
Clifford Swan Investment Counsel LLC––––Not filed
Cambridge Investment Research Advisors, Inc.––––Not filed
Glenmede Trust Co NA––––Not filed
Brinker Capital Investments, LLC––––Not filed
Welch & Forbes LLC––––Not filed
Advisors Capital Management, LLC––––Not filed
Federated Hermes, Inc.––––Not filed
Pinnacle Associates Ltd––––Not filed