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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
Keystone Financial Services––––Not filed
Headlands Technologies LLC––––Not filed
Frec Markets, Inc.––––Not filed
St. Clair Advisors, LLC––––Not filed
Minot DeBlois Advisors LLC––––Not filed
Associated Banc-Corp––––Not filed
South State Corp.––––Not filed
Y-Intercept (Hong Kong) Ltd––––Not filed
Mezzasalma Advisors, LLC––––Not filed
Investment Research Partners LLC––––Not filed
Hutner Capital Management Inc––––Not filed
Kimelman & Baird, LLC––––Not filed
Romano Brothers and Company––––Not filed
Castlekeep Investment Advisors LLC––––Not filed
StrongBox Wealth, LLC––––Not filed
Cypress Asset Management Inc––––Not filed
Eastern Bank––––Not filed
Southeast Asset Advisors Inc.––––Not filed
Financial Engines Advisors L.L.C.––––Not filed
First Horizon Corp––––Not filed
Stephens Inc––––Not filed
Harbour Investments, Inc.––––Not filed
Umb Bank N A––––Not filed
Sowell Financial Services LLC––––Not filed
Gateway Investment Advisers LLC––––Not filed
Curbstone Financial Management Corp––––Not filed
Harrell Investment Partners, LLC––––Not filed
Joel Isaacson & Co., LLC––––Not filed
King Luther Capital Management Corp––––Not filed
Pinnacle Wealth Planning Services, Inc.––––Not filed
Sykon Capital LLC––––Not filed
Gilliland Jeter Wealth Management LLC––––Not filed
Catalytic Wealth RIA, LLC––––Not filed
Trust Point Inc.––––Not filed
Lee Danner & Bass Inc––––Not filed
Means Investment Co., Inc.––––Not filed
Private Trust Co NA––––Not filed
JNBA Financial Advisors––––Not filed
SNS Financial Group, LLC––––Not filed
Applied Finance Capital Management, LLC––––Not filed
Motco––––Not filed
Keel Point, LLC––––Not filed
Insigneo Advisory Services, LLC––––Not filed
St Germain D J Co Inc––––Not filed
Seeds Investor LLC––––Not filed
North Star Asset Management Inc––––Not filed
Monticello Wealth Management, LLC––––Not filed
Sivia Capital Partners, LLC––––Not filed
Meriwether Wealth & Planning, LLC––––Not filed
Modera Wealth Management, LLC––––Not filed
Credit Agricole S A––––Not filed
Schulhoff & Co Inc––––Not filed
Heritage Wealth Management, Inc.––––Not filed
Aberdeen Wealth Management LLC––––Not filed
Resonant Capital Advisors, LLC––––Not filed
Simplicity Wealth,LLC––––Not filed
Benjamin Edwards Inc––––Not filed
Kennedy Investment Group––––Not filed
Anchor Investment Management, LLC––––Not filed
Cypress Capital Group––––Not filed
West Family Investments, Inc.––––Not filed
WSFS Capital Management, LLC––––Not filed
Lazard Asset Management LLC––––Not filed
Jeppson Wealth Management, LLC––––Not filed
Arvest Bank Trust Division––––Not filed
Bradyco, Inc.––––Not filed
Mitchell McLeod Pugh & Williams Inc––––Not filed
Wedmont Private Capital––––Not filed
Peoples Bank––––Not filed
Steadtrust LLC––––Not filed
Dickmeyer Boyce Financial Management, Inc.––––Not filed
Principal Street Partners, LLC––––Not filed
Bangor Savings Bank––––Not filed
Centaurus Financial, Inc.––––Not filed
NTV Asset Management LLC––––Not filed
Radnor Capital Management, LLC––––Not filed
Fulton Bank, N.A.––––Not filed
Helen Stephens Group, LLC––––Not filed
Davis Investment Partners, LLC––––Not filed
Twin City Private Wealth, LLC––––Not filed
Neville Rodie & Shaw Inc––––Not filed
Aureus Asset Management, LLC––––Not filed
CVA Family Office, LLC––––Not filed
Penbrook Management LLC––––Not filed
Larry Mathis Financial Planning, LLC––––Not filed
First Citizens Bank & Trust Co––––Not filed
Altus Wealth Group LLC––––Not filed
Wealthspire Advisors, LLC––––Not filed
IHT Wealth Management, LLC––––Not filed
Diesslin Group, Inc.––––Not filed
Goldstone Financial Group, LLC––––Not filed
Texas Bank & Trust Co––––Not filed
Crestwood Advisors Group LLC––––Not filed
R Squared Ltd––––Not filed
MB, Levis & Associates, LLC––––Not filed
Summit Financial, LLC––––Not filed
XML Financial, LLC––––Not filed
Regal Investment Advisors LLC––––Not filed
FDx Advisors, Inc.––––Not filed
Knightsbridge Asset Management, LLC––––Not filed