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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
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: 1,604 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
Jane Street Group, LLC––––Not filed
Bridgewater Advisors Inc.––––Not filed
Voya Financial Advisors, Inc.––––Not filed
Berkeley Capital Partners, LLC––––Not filed
Apollon Wealth Management, LLC––––Not filed
Solutions 4 Wealth, Ltd––––Not filed
Occidental Asset Management, LLC––––Not filed
Verition Fund Management LLC––––Not filed
Osprey Private Wealth LLC––––Not filed
TCG Advisory Services, LLC––––Not filed
Agate Pass Investment Management, LLC––––Not filed
Pine Valley Investments Ltd Liability Co––––Not filed
Old National Bancorp––––Not filed
Advisory Resource Group––––Not filed
Nicholas Hoffman & Company, LLC.––––Not filed
IMC-Chicago, LLC––––Not filed
Public Employees Retirement System of Ohio––––Not filed
Ronald Blue Trust, Inc.––––Not filed
Stock Yards Bank & Trust Co––––Not filed
AlphaCore Capital LLC––––Not filed
PDS Planning, Inc––––Not filed
WealthPlan Investment Management, LLC––––Not filed
Mather Group, LLC.––––Not filed
Retirement Guys Formula LLC––––Not filed
Cullen/Frost Bankers, Inc.––––Not filed
Venture Visionary Partners LLC––––Not filed
AE Wealth Management LLC––––Not filed
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management––––Not filed
Foyston, Gordon, & Payne Inc––––Not filed
Valeo Financial Advisors, LLC––––Not filed
Stratos Wealth Partners, LTD.––––Not filed
1620 Investment Advisors, Inc.––––Not filed
Modern Wealth Management, LLC––––Not filed
May Hill Capital, LLC––––Not filed
KCM Investment Advisors LLC––––Not filed
Mystic Asset Management, Inc.––––Not filed
Elser Financial Planning, Inc––––Not filed
Essex Financial Services, Inc.––––Not filed
Crux Wealth Advisors––––Not filed
Connable Office Inc––––Not filed
Gladstone Institutional Advisory LLC––––Not filed
Beaton Management Co. Inc.––––Not filed
Becker Capital Management Inc––––Not filed
Tiaa-Cref Individual & Institutional Services, LLC––––Not filed
Douglass Winthrop Advisors, LLC––––Not filed
Fifth Third Wealth Advisors LLC––––Not filed
Novem Group––––Not filed
Thrivent Financial for Lutherans––––Not filed
Brighton Jones LLC––––Not filed
Avidian Wealth Solutions, LLC––––Not filed
LCNB Corp––––Not filed
Barclays PLC––––Not filed
Diversified Trust Co––––Not filed
Abacus Wealth Partners, LLC––––Not filed
Mayflower Financial Advisors, LLC––––Not filed
Stratos Wealth Advisors, LLC––––Not filed
Resources Investment Advisors, LLC.––––Not filed
HF Advisory Group, LLC––––Not filed
Aprio Wealth Management, LLC––––Not filed
Cambridge Advisors Inc.––––Not filed
Kensington Investment Counsel, LLC––––Not filed
Simmons Bank––––Not filed
Hilltop Holdings Inc.––––Not filed
Transcend Wealth Collective, LLC––––Not filed
YANKCOM Partnership––––Not filed
Sittner & Nelson, LLC––––Not filed
Nelson, Van Denburg & Campbell Wealth Management Group, LLC––––Not filed
Chicago Trust Co NA––––Not filed
Northcape Wealth Management, LLC––––Not filed
Quantbot Technologies LP––––Not filed
Clear Creek Financial Management, LLC––––Not filed
Jacobi Capital Management LLC––––Not filed
Flputnam Investment Management Co––––Not filed
Valmark Advisers, Inc.––––Not filed
Kayne Anderson Rudnick Investment Management LLC––––Not filed
Stonebridge Capital Management Inc––––Not filed
Independent Advisor Alliance––––Not filed
RD Lewis Holdings, Inc.––––Not filed
Unique Wealth Strategies, LLC––––Not filed
Delphi Management Inc––––Not filed
Guardian Partners Inc.––––Not filed
Sage Rhino Capital LLC––––Not filed
Five Oceans Advisors––––Not filed
Independence Bank of Kentucky––––Not filed
Montag A & Associates Inc––––Not filed
Valley National Advisers Inc––––Not filed
Harbour Trust & Investment Management Co––––Not filed
Ruggaard & Associates LLC––––Not filed
Lantz Financial LLC––––Not filed
Central Trust Co––––Not filed
Buckingham Strategic Partners––––Not filed
Rehmann Capital Advisory Group––––Not filed
Kennon-Green & Company, LLC––––Not filed
Madson Wealth Advisors Inc––––Not filed
Chilton Capital Management LLC––––Not filed
Welch Group, LLC––––Not filed
SevenBridge Financial Group, LLC––––Not filed
Syon Capital LLC––––Not filed
AdvisorShares Investments LLC––––Not filed
New Hampshire Trust––––Not filed