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 |
|---|---|---|---|---|---|
| Catalytic Wealth RIA, LLC | 6,349 | $995.0K | 0.06% | +1,327+26.4% | Added |
| Gilliland Jeter Wealth Management LLC | 6,398 | $1.00M | 0.26% | −300−4.5% | Reduced |
| Sykon Capital LLC | 6,403 | $1.00M | 0.31% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 6,438 | $1.01M | 0.10% | +798+14.1% | Added |
| King Luther Capital Management Corp | 6,446 | $1.01M | 0.00% | +212+3.4% | Added |
| Joel Isaacson & Co., LLC | 6,486 | $1.02M | 0.03% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 6,498 | $1.02M | 0.22% | +8+0.1% | Added |
| Curbstone Financial Management Corp | 6,532 | $1.02M | 0.17% | +2,338+55.7% | Added |
| Gateway Investment Advisers LLC | 6,564 | $1.03M | 0.01% | +202+3.2% | Added |
| Sowell Financial Services LLC | 6,566 | $1.03M | 0.03% | −787−10.7% | Reduced |
| Umb Bank N A | 6,571 | $1.03M | 0.01% | −93−1.4% | Reduced |
| Harbour Investments, Inc. | 6,599 | $1.03M | 0.01% | −3,200−32.7% | Reduced |
| Stephens Inc | 6,628 | $1.04M | 0.01% | +14+0.2% | Added |
| First Horizon Corp | 6,664 | $1.04M | 0.04% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 6,697 | $1.05M | 0.00% | −75−1.1% | Reduced |
| Southeast Asset Advisors Inc. | 6,716 | $1.05M | 0.11% | 00.0% | Unchanged |
| Eastern Bank | 6,744 | $1.06M | 0.02% | −1,609−19.3% | Reduced |
| Cypress Asset Management Inc | 6,760 | $1.06M | 0.21% | 00.0% | Unchanged |
| StrongBox Wealth, LLC | 6,789 | $1.06M | 0.30% | 00.0% | Unchanged |
| Castlekeep Investment Advisors LLC | 6,792 | $1.06M | 0.53% | −501−6.9% | Reduced |
| Romano Brothers and Company | 6,797 | $1.07M | 0.11% | −50−0.7% | Reduced |
| Kimelman & Baird, LLC | 6,850 | $1.07M | 0.08% | 00.0% | Unchanged |
| Hutner Capital Management Inc | 6,891 | $1.08M | 0.43% | +57+0.8% | Added |
| Investment Research Partners LLC | 6,950 | $1.09M | 0.37% | +827+13.5% | Added |
| Mezzasalma Advisors, LLC | 6,965 | $1.09M | 0.22% | +307+4.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 6,978 | $1.09M | 0.02% | −39,458−85.0% | Reduced |
| South State Corp. | 7,021 | $1.10M | 0.05% | −10.0% | Reduced |
| Associated Banc-Corp | 7,039 | $1.10M | 0.03% | −235−3.2% | Reduced |
| Minot DeBlois Advisors LLC | 7,091 | $1.11M | 0.95% | −465−6.2% | Reduced |
| St. Clair Advisors, LLC | 7,092 | $1.11M | 0.29% | 00.0% | Unchanged |
| Frec Markets, Inc. | 7,133 | $1.12M | 0.10% | +871+13.9% | Added |
| Headlands Technologies LLC | 7,145 | $1.12M | 0.12% | +5,172+262.1% | Added |
| Keystone Financial Services | 7,155 | $1.12M | 0.29% | +96+1.4% | Added |
| New Hampshire Trust | 7,170 | $1.12M | 0.21% | −4−0.1% | Reduced |
| AdvisorShares Investments LLC | 7,171 | $1.12M | 0.14% | −639−8.2% | Reduced |
| Syon Capital LLC | 7,220 | $1.13M | 0.05% | +2,571+55.3% | Added |
| SevenBridge Financial Group, LLC | 7,267 | $1.14M | 0.17% | −457−5.9% | Reduced |
| Welch Group, LLC | 7,262 | $1.14M | 0.04% | −2,204−23.3% | Reduced |
| Chilton Capital Management LLC | 7,290 | $1.14M | 0.04% | −20.0% | Reduced |
| Madson Wealth Advisors Inc | 7,299 | $1.14M | 0.78% | +740+11.3% | Added |
| Kennon-Green & Company, LLC | 7,452 | $1.17M | 0.91% | −5−0.1% | Reduced |
| Rehmann Capital Advisory Group | 7,503 | $1.18M | 0.05% | +806+12.0% | Added |
| Buckingham Strategic Partners | 7,504 | $1.18M | 0.01% | +382+5.4% | Added |
| Central Trust Co | 7,518 | $1.18M | 0.02% | +589+8.5% | Added |
| Lantz Financial LLC | 7,596 | $1.19M | 0.22% | −304−3.8% | Reduced |
| Ruggaard & Associates LLC | 7,643 | $1.20M | 0.43% | +101+1.3% | Added |
| Harbour Trust & Investment Management Co | 7,649 | $1.20M | 0.12% | −20−0.3% | Reduced |
| Valley National Advisers Inc | 7,794 | $1.22M | 0.14% | −65−0.8% | Reduced |
| Montag A & Associates Inc | 7,847 | $1.23M | 0.05% | −14−0.2% | Reduced |
| Independence Bank of Kentucky | 7,882 | $1.24M | 0.14% | −200−2.5% | Reduced |
| Five Oceans Advisors | 7,908 | $1.24M | 0.40% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 7,947 | $1.25M | 0.20% | +301+3.9% | Added |
| Guardian Partners Inc. | 7,965 | $1.25M | 0.11% | −126−1.6% | Reduced |
| Delphi Management Inc | 7,982 | $1.25M | 1.22% | −6−0.1% | Reduced |
| Unique Wealth Strategies, LLC | 7,992 | $1.25M | 0.46% | 00.0% | Unchanged |
| RD Lewis Holdings, Inc. | 8,071 | $1.25M | 0.93% | +155+2.0% | Added |
| Independent Advisor Alliance | 8,003 | $1.25M | 0.03% | −150−1.8% | Reduced |
| Stonebridge Capital Management Inc | 8,032 | $1.26M | 0.61% | −2,501−23.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 8,039 | $1.26M | 0.00% | −851−9.6% | Reduced |
| Valmark Advisers, Inc. | 8,050 | $1.26M | 0.01% | +73+0.9% | Added |
| Flputnam Investment Management Co | 8,090 | $1.27M | 0.02% | −1,847−18.6% | Reduced |
| Jacobi Capital Management LLC | 8,245 | $1.29M | 0.06% | +78+1.0% | Added |
| Clear Creek Financial Management, LLC | 8,250 | $1.29M | 0.08% | +5,290+178.7% | Added |
| Quantbot Technologies LP | 8,263 | $1.29M | 0.05% | +8,263 | New |
| Northcape Wealth Management, LLC | 8,271 | $1.30M | 0.34% | −99−1.2% | Reduced |
| Chicago Trust Co NA | 8,320 | $1.30M | 0.19% | −95−1.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,335 | $1.31M | 0.03% | +1,534+22.6% | Added |
| Sittner & Nelson, LLC | 8,339 | $1.31M | 0.41% | +23+0.3% | Added |
| YANKCOM Partnership | 8,346 | $1.31M | 0.47% | +33+0.4% | Added |
| Transcend Wealth Collective, LLC | 8,348 | $1.31M | 0.09% | −745−8.2% | Reduced |
| Hilltop Holdings Inc. | 8,383 | $1.31M | 0.11% | −600−6.7% | Reduced |
| Simmons Bank | 8,408 | $1.32M | 0.08% | +175+2.1% | Added |
| Kensington Investment Counsel, LLC | 8,456 | $1.33M | 0.58% | −14−0.2% | Reduced |
| Cambridge Advisors Inc. | 8,475 | $1.33M | 0.23% | −500−5.6% | Reduced |
| Aprio Wealth Management, LLC | 8,513 | $1.33M | 0.07% | +246+3.0% | Added |
| HF Advisory Group, LLC | 8,551 | $1.34M | 0.41% | −3,463−28.8% | Reduced |
| Resources Investment Advisors, LLC. | 8,585 | $1.35M | 0.01% | −10−0.1% | Reduced |
| Stratos Wealth Advisors, LLC | 8,587 | $1.35M | 0.07% | +159+1.9% | Added |
| Mayflower Financial Advisors, LLC | 8,591 | $1.35M | 0.12% | −135−1.5% | Reduced |
| Abacus Wealth Partners, LLC | 8,613 | $1.35M | 0.14% | −9,757−53.1% | Reduced |
| Diversified Trust Co | 8,626 | $1.35M | 0.02% | +3,072+55.3% | Added |
| Barclays PLC | 8,627 | $1.35M | 0.00% | +1,154+15.4% | Added |
| LCNB Corp | 8,673 | $1.36M | 0.42% | −575−6.2% | Reduced |
| Avidian Wealth Solutions, LLC | 8,699 | $1.36M | 0.04% | −444−4.9% | Reduced |
| Brighton Jones LLC | 8,709 | $1.36M | 0.03% | +1,128+14.9% | Added |
| Thrivent Financial for Lutherans | 8,694 | $1.36M | 0.00% | +1,596+22.5% | Added |
| Novem Group | 8,727 | $1.37M | 0.14% | −615−6.6% | Reduced |
| Fifth Third Wealth Advisors LLC | 8,738 | $1.37M | 0.04% | −63−0.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 8,755 | $1.37M | 0.02% | −1,083−11.0% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 8,830 | $1.38M | 0.00% | +207+2.4% | Added |
| Becker Capital Management Inc | 8,857 | $1.39M | 0.04% | −500−5.3% | Reduced |
| Beaton Management Co. Inc. | 8,873 | $1.39M | 0.57% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 8,936 | $1.40M | 0.04% | +1,452+19.4% | Added |
| Connable Office Inc | 8,946 | $1.40M | 0.12% | +2,545+39.8% | Added |
| Crux Wealth Advisors | 8,973 | $1.41M | 0.49% | −540−5.7% | Reduced |
| Essex Financial Services, Inc. | 8,976 | $1.41M | 0.07% | −97−1.1% | Reduced |
| Elser Financial Planning, Inc | 8,978 | $1.41M | 0.06% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 9,069 | $1.42M | 0.30% | −100−1.1% | Reduced |
| KCM Investment Advisors LLC | 9,075 | $1.42M | 0.04% | −23−0.3% | Reduced |
| May Hill Capital, LLC | 9,081 | $1.42M | 0.30% | +62+0.7% | Added |