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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Calamos Wealth Management LLC | 4,898 | $767.7K | 0.02% | +825+20.3% | Added |
| National Asset Management, Inc. | 4,886 | $769.9K | 0.04% | +44+0.9% | Added |
| Burns J W & Co Inc | 4,915 | $770.3K | 0.08% | −3−0.1% | Reduced |
| Cary Street Partners Financial LLC | 4,915 | $770.3K | 0.02% | −89−1.8% | Reduced |
| CFO4Life Group, LLC | 4,916 | $770.5K | 0.10% | −94−1.9% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 4,919 | $770.9K | 0.09% | −16,422−77.0% | Reduced |
| Sovran Advisors, LLC | 4,829 | $772.0K | 0.06% | +570+13.4% | Added |
| Foundations Investment Advisors, LLC | 4,936 | $773.6K | 0.01% | +432+9.6% | Added |
| Evergreen Wealth Solutions, LLC | 5,118 | $776.5K | 0.04% | +1,677+48.7% | Added |
| Payne Capital LLC | 5,000 | $783.6K | 0.65% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 5,024 | $787.4K | 0.03% | +3,428+214.8% | Added |
| Moneta Group Investment Advisors LLC | 5,046 | $790.8K | 0.01% | +1,144+29.3% | Added |
| One Wealth Advisors, LLC | 5,053 | $791.9K | 0.09% | +98+2.0% | Added |
| Rexford Capital Inc | 5,059 | $792.8K | 0.49% | +57+1.1% | Added |
| Monument Capital Management | 5,076 | $795.5K | 0.16% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 5,081 | $796.3K | 0.22% | 00.0% | Unchanged |
| JMN Financial LLC | 5,089 | $797.5K | 0.62% | −297−5.5% | Reduced |
| Natural Investments, LLC | 5,116 | $801.0K | 0.18% | +109+2.2% | Added |
| DF Dent & Co Inc | 5,115 | $801.6K | 0.02% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 5,120 | $802.4K | 0.43% | 00.0% | Unchanged |
| E&G Advisors, LP | 5,127 | $803.5K | 0.16% | −50−1.0% | Reduced |
| Traynor Capital Management, Inc. | 5,144 | $806.2K | 0.04% | +1,362+36.0% | Added |
| Parkside Financial Bank & Trust | 5,146 | $806.5K | 0.06% | −430−7.7% | Reduced |
| First American Trust, FSB | 5,156 | $808.0K | 0.05% | +33+0.6% | Added |
| Kennebec Savings Bank | 5,163 | $809.1K | 0.65% | −90−1.7% | Reduced |
| Circle Wealth Management, LLC | 5,196 | $814.3K | 0.01% | 00.0% | Unchanged |
| Compass Financial Management LLC | 5,335 | $819.1K | 0.10% | +5,335 | New |
| One Wealth Capital Management, LLC | 5,238 | $820.9K | 0.23% | +2,683+105.0% | Added |
| Banco de Sabadell, S.A | 5,251 | $824.0K | 0.48% | −30−0.6% | Reduced |
| Forza Wealth Management, LLC | 5,274 | $826.5K | 0.25% | 00.0% | Unchanged |
| Ariadne Wealth Management, LP | 5,319 | $833.6K | 0.37% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 5,321 | $833.9K | 0.36% | +89+1.7% | Added |
| Knightsbridge Asset Management, LLC | 5,345 | $837.6K | 0.11% | −38−0.7% | Reduced |
| FDx Advisors, Inc. | 5,362 | $840.0K | 0.25% | +1,206+29.0% | Added |
| Regal Investment Advisors LLC | 5,361 | $840.2K | 0.04% | +39+0.7% | Added |
| XML Financial, LLC | 5,376 | $842.5K | 0.06% | 00.0% | Unchanged |
| Summit Financial, LLC | 5,394 | $845.3K | 0.01% | +41+0.8% | Added |
| MB, Levis & Associates, LLC | 5,410 | $847.9K | 0.31% | 00.0% | Unchanged |
| R Squared Ltd | 5,411 | $848.0K | 0.45% | +1,314+32.1% | Added |
| Crestwood Advisors Group LLC | 5,428 | $850.6K | 0.01% | +536+11.0% | Added |
| Texas Bank & Trust Co | 5,429 | $850.8K | 0.28% | +51+0.9% | Added |
| Goldstone Financial Group, LLC | 5,430 | $851.0K | 0.08% | −408−7.0% | Reduced |
| Diesslin Group, Inc. | 5,434 | $851.7K | 0.33% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 5,450 | $854.1K | 0.02% | +108+2.0% | Added |
| Wealthspire Advisors, LLC | 5,454 | $854.7K | 0.00% | −581−9.6% | Reduced |
| Altus Wealth Group LLC | 5,463 | $856.2K | 0.31% | +5+0.1% | Added |
| First Citizens Bank & Trust Co | 5,507 | $863.1K | 0.01% | −273−4.7% | Reduced |
| Larry Mathis Financial Planning, LLC | 5,510 | $863.5K | 0.66% | −65−1.2% | Reduced |
| Penbrook Management LLC | 5,540 | $868.2K | 0.55% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5,542 | $868.5K | 0.08% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 5,586 | $875.4K | 0.05% | +91+1.7% | Added |
| Neville Rodie & Shaw Inc | 5,610 | $879.0K | 0.06% | 00.0% | Unchanged |
| Twin City Private Wealth, LLC | 5,647 | $885.0K | 0.62% | +114+2.1% | Added |
| Davis Investment Partners, LLC | 5,658 | $886.8K | 0.27% | 00.0% | Unchanged |
| Helen Stephens Group, LLC | 5,661 | $887.2K | 0.15% | +1,720+43.6% | Added |
| Fulton Bank, N.A. | 5,679 | $890.0K | 0.03% | −155−2.7% | Reduced |
| Radnor Capital Management, LLC | 5,725 | $897.2K | 0.13% | 00.0% | Unchanged |
| NTV Asset Management LLC | 5,744 | $900.2K | 0.09% | −40−0.7% | Reduced |
| Centaurus Financial, Inc. | 5,748 | $901.0K | 0.04% | +154+2.8% | Added |
| Bangor Savings Bank | 5,752 | $901.5K | 0.07% | −419−6.8% | Reduced |
| Principal Street Partners, LLC | 5,755 | $901.9K | 0.13% | −51−0.9% | Reduced |
| Dickmeyer Boyce Financial Management, Inc. | 5,762 | $903.0K | 0.47% | −245−4.1% | Reduced |
| Steadtrust LLC | 5,769 | $904.1K | 0.46% | +20.0% | Added |
| Peoples Bank | 5,790 | $907.4K | 0.88% | −200−3.3% | Reduced |
| Wedmont Private Capital | 5,894 | $908.0K | 0.02% | −798−11.9% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 5,794 | $908.0K | 0.11% | 00.0% | Unchanged |
| Bradyco, Inc. | 5,841 | $915.4K | 1.05% | 00.0% | Unchanged |
| Arvest Bank Trust Division | 5,844 | $915.9K | 0.04% | −332−5.4% | Reduced |
| Jeppson Wealth Management, LLC | 5,873 | $920.4K | 0.27% | −165−2.7% | Reduced |
| Lazard Asset Management LLC | 5,897 | $924.2K | 0.00% | −805−12.0% | Reduced |
| WSFS Capital Management, LLC | 5,909 | $926.0K | 0.04% | −93−1.5% | Reduced |
| West Family Investments, Inc. | 5,931 | $929.5K | 0.27% | −272−4.4% | Reduced |
| Cypress Capital Group | 5,941 | $931.1K | 0.09% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 5,952 | $932.8K | 0.07% | −774−11.5% | Reduced |
| Kennedy Investment Group | 5,972 | $936.0K | 0.32% | −4−0.1% | Reduced |
| Benjamin Edwards Inc | 5,979 | $937.0K | 0.01% | +726+13.8% | Added |
| Simplicity Wealth,LLC | 5,984 | $937.7K | 0.03% | +544+10.0% | Added |
| Resonant Capital Advisors, LLC | 6,007 | $941.4K | 0.04% | −157−2.5% | Reduced |
| Aberdeen Wealth Management LLC | 6,045 | $947.4K | 0.45% | +6,045 | New |
| Heritage Wealth Management, Inc. | 6,052 | $948.4K | 0.24% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 6,053 | $948.6K | 0.38% | +30.0% | Added |
| Credit Agricole S A | 6,089 | $954.3K | 0.00% | +453+8.0% | Added |
| Modera Wealth Management, LLC | 6,102 | $956.3K | 0.01% | +1,177+23.9% | Added |
| Meriwether Wealth & Planning, LLC | 6,134 | $961.3K | 0.48% | +61+1.0% | Added |
| Sivia Capital Partners, LLC | 6,151 | $964.0K | 0.12% | −2,575−29.5% | Reduced |
| Monticello Wealth Management, LLC | 6,153 | $964.3K | 0.05% | 00.0% | Unchanged |
| North Star Asset Management Inc | 6,158 | $965.1K | 0.04% | −63−1.0% | Reduced |
| Seeds Investor LLC | 6,174 | $967.6K | 0.10% | −329−5.1% | Reduced |
| St Germain D J Co Inc | 6,177 | $968.1K | 0.03% | −215−3.4% | Reduced |
| Insigneo Advisory Services, LLC | 6,217 | $974.3K | 0.04% | +124+2.0% | Added |
| Keel Point, LLC | 6,229 | $976.2K | 0.06% | +214+3.6% | Added |
| Motco | 6,233 | $976.8K | 0.08% | +88+1.4% | Added |
| Marotta Asset Management | 6,351 | $978.9K | 0.16% | −140−2.2% | Reduced |
| Applied Finance Capital Management, LLC | 6,260 | $981.1K | 0.07% | −911−12.7% | Reduced |
| SNS Financial Group, LLC | 6,278 | $983.9K | 0.02% | +6,278 | New |
| JNBA Financial Advisors | 6,281 | $984.3K | 0.07% | +32+0.5% | Added |
| Private Trust Co NA | 6,324 | $991.1K | 0.08% | −70−1.1% | Reduced |
| Means Investment Co., Inc. | 6,330 | $992.0K | 0.07% | −125−1.9% | Reduced |
| Lee Danner & Bass Inc | 6,340 | $993.6K | 0.06% | 00.0% | Unchanged |
| Trust Point Inc. | 6,344 | $994.2K | 0.08% | +232+3.8% | Added |