Novartis AG

NVS

Exchange: NYSE
Industry: Pharmaceutical Preparations
SEC CIK: 0001114448

SEC filings (opens in a new tab)

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, Q2 2026

Institutional positions in Novartis AG as of Jun 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

Institutional holders: 1,626; +43 vs. Q1 2026
Shares held: 135.7M; −5.86M (−4.1%) vs. Q1 2026
Total value: $21.3B; −$345.2M (−1.6%) vs. Q1 2026
New holders: 132; 526 more added
Sold out: 89; 581 more reduced

22 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 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 holdersQ2 2026: 1,626 institutions

Value heldQ2 2026: $21.3B

Institutions holding NVS and their total value by quarter
Quarter	Holders	Value
Q2 2026	1,626	$21.3B
Q1 2026	1,605	$22.0B
Q4 2025	1,515	$18.4B
Q3 2025	1,405	$17.2B
Q2 2025	1,387	$16.2B
Q1 2025	1,361	$15.4B
Q4 2024	1,345	$12.7B
Q3 2024	1,314	$15.2B
Q2 2024	1,309	$14.7B
Q1 2024	1,254	$13.6B
Q4 2023	1,274	$14.2B
Q3 2023	1,225	$15.1B
Q2 2023	1,203	$14.9B
Q1 2023	1,182	$15.2B
Q4 2022	1,183	$15.5B
Q3 2022	1,088	$13.7B
Q2 2022	1,142	$16.9B
Q1 2022	1,137	$18.3B
Q4 2021	1,147	$18.5B
Q3 2021	1,083	$18.0B
Q2 2021	1,123	$19.8B
Q1 2021	1,138	$18.7B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Novartis AG; share changes are against Q1 2026.

Institutions holding NVS in Q2 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
Kingdom Financial Group LLC.	1	$220	0.00%	−55−98.2%	Reduced
Tower Research Capital LLC (TRC)	2	$313	0.00%	+2	New
Trifecta Capital Advisors, LLC	3	$471	0.00%	+3	New
Noble Wealth Management PBC	8	$1.25K	0.00%	+8	New
Gill Capital Partners, LLC	9	$1.41K	0.00%	−83−90.2%	Reduced
Stone House Investment Management, LLC	9	$1.41K	0.00%	−18−66.7%	Reduced
Operose Advisors LLC	10	$1.57K	0.00%	−61−85.9%	Reduced
Gold Investment Management Ltd.	10	$1.57K	0.00%	00.0%	Unchanged
Private Wealth Management Group, LLC	10	$1.57K	0.00%	00.0%	Unchanged
Winch Advisory Services, LLC	12	$1.82K	0.00%	00.0%	Unchanged
Key Capital Management, INC	12	$1.88K	0.00%	+12	New
Downshift Financial, LLC	12	$1.88K	0.00%	+12	New
Luminist Capital LLC	13	$2.04K	0.00%	+13	New
Keating Financial Advisory Services, Inc.	14	$2.19K	0.00%	−31−68.9%	Reduced
Granite FO LLC	14	$2.19K	0.00%	00.0%	Unchanged
Breakwater Investment Management	14	$2.19K	0.00%	+14	New
Halbert Hargrove Global Advisors, LLC	15	$2.34K	0.00%	+15	New
Advocate Investing Services LLC	15	$2.35K	0.00%	00.0%	Unchanged
Security National Bank	15	$2.35K	0.00%	+15	New
Lummis Asset Management, LP	16	$2.51K	0.00%	00.0%	Unchanged
Corsicana & Co.	16	$2.51K	0.00%	00.0%	Unchanged
Monetary Solutions, Ltd	16	$2.51K	0.00%	+16	New
Park Square Financial Group, LLC	17	$2.66K	0.02%	−7−29.2%	Reduced
Virginia Estate & Retirement Planning Advisors Inc.	17	$2.66K	0.00%	00.0%	Unchanged
Hartford Financial Management Inc.	19	$2.98K	0.00%	00.0%	Unchanged
Farmers & Merchants Trust Co of Chambersburg PA	22	$3.00K	0.00%	00.0%	Unchanged
Navigoe, LLC	23	$3.00K	0.00%	00.0%	Unchanged
Hollencrest Capital Management	20	$3.13K	0.00%	−112−84.8%	Reduced
NVWM, LLC	20	$3.13K	0.00%	00.0%	Unchanged
Kozak & Associates, Inc.	21	$3.24K	0.00%	00.0%	Unchanged
DecisionPoint Financial, LLC	25	$3.85K	0.00%	00.0%	Unchanged
Virtus ETF Advisers LLC	25	$3.92K	0.00%	+18+257.1%	Added
Newbridge Financial Services Group, Inc.	27	$4.25K	0.00%	00.0%	Unchanged
Delta Asset Management LLC	30	$4.70K	0.00%	00.0%	Unchanged
MidFirst Bank	30	$4.70K	0.00%	00.0%	Unchanged
Thompson Investment Management, Inc.	31	$4.86K	0.00%	00.0%	Unchanged
Paladin Partners, LLC	31	$4.86K	0.00%	00.0%	Unchanged
Johnson Financial Group, Inc.	33	$5.17K	0.00%	00.0%	Unchanged
TD Capital Management LLC	33	$5.17K	0.00%	00.0%	Unchanged
Main Street Group, LTD	36	$5.64K	0.00%	00.0%	Unchanged
Horizon Investments, LLC	39	$6.11K	0.00%	−33−45.8%	Reduced
Hughes Financial Services, LLC	39	$6.11K	0.00%	00.0%	Unchanged
Maryland Capital Advisors Inc.	39	$6.11K	0.00%	+39	New
McDonald Partners LLC	40	$6.27K	0.00%	+40	New
Synergy Investment Management, LLC	40	$6.32K	0.00%	+23+135.3%	Added
Godfrey Financial Associates, Inc.	41	$6.43K	0.00%	−4−8.9%	Reduced
Ankerstar Wealth, LLC	44	$6.90K	0.01%	00.0%	Unchanged
Quent Capital, LLC	44	$6.90K	0.00%	+8+22.2%	Added
Bradley & Co. Private Wealth Management, LLC	45	$7.05K	0.00%	00.0%	Unchanged
Signature Resources Capital Management, LLC	45	$7.05K	0.00%	00.0%	Unchanged
Horizon Financial Services, LLC	49	$7.68K	0.00%	+49	New
Indiana Trust & Investment Management CO	50	$7.84K	0.00%	00.0%	Unchanged
Blume Capital Management, Inc.	50	$7.84K	0.00%	+50	New
JDM Financial Group LLC	51	$7.99K	0.00%	00.0%	Unchanged
Marshall Investment Management, LLC	51	$7.99K	0.00%	+51	New
Fortitude Family Office, LLC	53	$8.31K	0.00%	00.0%	Unchanged
Strive Financial Group ,LLC	55	$8.62K	0.00%	00.0%	Unchanged
Jackson, Grant Investment Advisers, Inc.	56	$8.78K	0.00%	00.0%	Unchanged
Creative Capital Management Investments LLC	59	$9.25K	0.00%	00.0%	Unchanged
Buck Wealth Strategies, LLC	60	$9.43K	0.00%	+60	New
Gleason Group, Inc.	62	$9.72K	0.00%	+62	New
Acumen Wealth Advisors, LLC	63	$9.87K	0.00%	00.0%	Unchanged
Burk Holdings LLC	64	$10.0K	0.00%	00.0%	Unchanged
Boreal Capital Management LLC	65	$10.2K	0.01%	00.0%	Unchanged
Rakuten Securities, Inc.	65	$10.2K	0.00%	+18+38.3%	Added
Robinswood Financial LLC	66	$10.3K	0.00%	00.0%	Unchanged
Mascoma Wealth Management LLC	67	$10.5K	0.00%	00.0%	Unchanged
Caitlin John, LLC	71	$11.1K	0.01%	00.0%	Unchanged
Dogwood Wealth Management LLC	72	$11.3K	0.00%	+22+44.0%	Added
Prudent Man Investment Management, Inc.	84	$11.6K	0.00%	00.0%	Unchanged
Napier Financial, LLC	74	$11.6K	0.00%	00.0%	Unchanged
American Capital Advisory, LLC	75	$11.8K	0.00%	−21−21.9%	Reduced
Advantage Trust Co	75	$11.8K	0.00%	+75	New
Ninety One UK Ltd	76	$11.9K	0.00%	00.0%	Unchanged
Hoey Investments, Inc	76	$11.9K	0.00%	+76	New
Toronto Dominion Bank	75	$12.0K	0.00%	00.0%	Unchanged
Beaird Harris Wealth Management, LLC	78	$12.2K	0.00%	00.0%	Unchanged
Strategic Investment Solutions, Inc.	80	$12.5K	0.00%	00.0%	Unchanged
Nemes Rush Group LLC	80	$12.5K	0.00%	00.0%	Unchanged
LifeSteps Financial, Inc.	82	$12.9K	0.01%	+82	New
Glass Jacobson Investment Advisors llc	83	$13.0K	0.00%	00.0%	Unchanged
Tounjian Advisory Partners, LLC	87	$13.6K	0.01%	+87	New
FWL Investment Management, LLC	90	$14.1K	0.00%	−1−1.1%	Reduced
Aventus Investment Advisors, Inc.	90	$14.1K	0.01%	00.0%	Unchanged
New England Capital Financial Advisors LLC	91	$14.3K	0.00%	00.0%	Unchanged
Access Investment Management LLC	93	$14.6K	0.00%	00.0%	Unchanged
Plante Moran Financial Advisors, LLC	94	$14.7K	0.00%	+82+683.3%	Added
First Community Trust NA	98	$15.4K	0.01%	00.0%	Unchanged
Strengthening Families & Communities, LLC	100	$15.7K	0.00%	00.0%	Unchanged
Webster Bank, N. A.	100	$15.7K	0.00%	00.0%	Unchanged
Westend Capital Management, LLC	100	$15.7K	0.00%	00.0%	Unchanged
Horrell Capital Management, Inc.	100	$15.7K	0.01%	00.0%	Unchanged
West Branch Capital LLC	100	$15.7K	0.00%	00.0%	Unchanged
Midwest Capital Advisors, LLC	100	$15.7K	0.01%	00.0%	Unchanged
Hamrick Investment Counsel, llc	100	$15.7K	0.01%	00.0%	Unchanged
3 Factor Indexing, LLC	100	$15.7K	0.01%	00.0%	Unchanged
Hager Investment Management Services, LLC	102	$16.0K	0.01%	−26−20.3%	Reduced
Abound Wealth Management	102	$16.0K	0.00%	−1−1.0%	Reduced
Cedar Mountain Advisors, LLC	105	$16.5K	0.00%	+19+22.1%	Added
Asset Planning,Inc	107	$16.7K	0.01%	00.0%	Unchanged