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 |
|---|---|---|---|---|---|
| Modern Wealth Management, LLC | 9,144 | $1.43M | 0.02% | −234−2.5% | Reduced |
| 1620 Investment Advisors, Inc. | 9,183 | $1.44M | 0.89% | +89+1.0% | Added |
| Stratos Wealth Partners, LTD. | 9,205 | $1.44M | 0.01% | −514−5.3% | Reduced |
| Valeo Financial Advisors, LLC | 9,310 | $1.46M | 0.03% | +1,308+16.3% | Added |
| Foyston, Gordon, & Payne Inc | 9,044 | $1.47M | 0.31% | −1,287−12.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,361 | $1.47M | 0.02% | −152−1.6% | Reduced |
| AE Wealth Management LLC | 9,392 | $1.47M | 0.01% | −857−8.4% | Reduced |
| Venture Visionary Partners LLC | 9,396 | $1.47M | 0.04% | −91−1.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 9,463 | $1.48M | 0.01% | −40.0% | Reduced |
| Retirement Guys Formula LLC | 9,489 | $1.49M | 0.56% | +874+10.1% | Added |
| Mather Group, LLC. | 9,570 | $1.50M | 0.01% | −579−5.7% | Reduced |
| WealthPlan Investment Management, LLC | 9,630 | $1.51M | 0.07% | +36+0.4% | Added |
| PDS Planning, Inc | 9,632 | $1.51M | 0.09% | +104+1.1% | Added |
| AlphaCore Capital LLC | 9,658 | $1.51M | 0.03% | +2,888+42.7% | Added |
| Stock Yards Bank & Trust Co | 9,690 | $1.52M | 0.04% | −337−3.4% | Reduced |
| Ronald Blue Trust, Inc. | 9,700 | $1.52M | 0.02% | −253−2.5% | Reduced |
| Public Employees Retirement System of Ohio | 9,700 | $1.52M | 0.00% | −712−6.8% | Reduced |
| IMC-Chicago, LLC | 9,740 | $1.53M | 0.01% | +9,740 | New |
| Nicholas Hoffman & Company, LLC. | 9,771 | $1.53M | 0.03% | +55+0.6% | Added |
| Advisory Resource Group | 9,787 | $1.53M | 0.23% | −1,039−9.6% | Reduced |
| Old National Bancorp | 9,844 | $1.54M | 0.03% | −20−0.2% | Reduced |
| Pine Valley Investments Ltd Liability Co | 9,863 | $1.55M | 0.07% | 00.0% | Unchanged |
| Agate Pass Investment Management, LLC | 9,950 | $1.56M | 0.57% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 9,958 | $1.56M | 0.03% | +3,300+49.6% | Added |
| Osprey Private Wealth LLC | 10,000 | $1.57M | 0.40% | 00.0% | Unchanged |
| Verition Fund Management LLC | 10,000 | $1.57M | 0.01% | +7,140+249.7% | Added |
| Occidental Asset Management, LLC | 10,018 | $1.57M | 0.16% | +6,829+214.1% | Added |
| Solutions 4 Wealth, Ltd | 10,026 | $1.57M | 2.03% | −704−6.6% | Reduced |
| Apollon Wealth Management, LLC | 10,037 | $1.57M | 0.02% | −757−7.0% | Reduced |
| Berkeley Capital Partners, LLC | 10,041 | $1.57M | 0.32% | +142+1.4% | Added |
| Voya Financial Advisors, Inc. | 10,020 | $1.58M | 0.14% | −2,793−21.8% | Reduced |
| Bridgewater Advisors Inc. | 10,369 | $1.59M | 0.09% | +120+1.2% | Added |
| Jane Street Group, LLC | 10,207 | $1.60M | 0.00% | −356,260−97.2% | Reduced |
| Kentucky Trust Co | 10,312 | $1.62M | 0.78% | −825−7.4% | Reduced |
| Holderness Investments Co | 10,410 | $1.63M | 0.27% | −48−0.5% | Reduced |
| Somerville Kurt F | 10,438 | $1.64M | 0.39% | 00.0% | Unchanged |
| Walsky Investment Management, Inc. | 10,507 | $1.65M | 1.53% | −65−0.6% | Reduced |
| Horizon Kinetics Asset Management LLC | 10,588 | $1.66M | 0.02% | −403−3.7% | Reduced |
| Sagespring Wealth Partners, LLC | 10,590 | $1.66M | 0.03% | −572−5.1% | Reduced |
| Boston Family Office LLC | 10,627 | $1.67M | 0.10% | 00.0% | Unchanged |
| Drexel Morgan & Co. | 10,720 | $1.68M | 0.23% | 00.0% | Unchanged |
| Trust Co of Oklahoma | 10,723 | $1.68M | 0.43% | −604−5.3% | Reduced |
| Silvercrest Asset Management Group LLC | 10,746 | $1.68M | 0.01% | −1,379−11.4% | Reduced |
| Axxcess Wealth Management, LLC | 10,748 | $1.68M | 0.03% | +1,433+15.4% | Added |
| Ar Asset Management Inc | 10,750 | $1.69M | 0.31% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 10,767 | $1.69M | 0.09% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 10,771 | $1.69M | 0.15% | +501+4.9% | Added |
| J.W. Cole Advisors, Inc. | 10,929 | $1.71M | 0.03% | +151+1.4% | Added |
| Basecamp Wealth Advisors LLC | 10,959 | $1.72M | 0.32% | 00.0% | Unchanged |
| Wellington Management Group LLP | 11,045 | $1.73M | 0.00% | +11,045 | New |
| Smart Money Group LLC | 11,067 | $1.73M | 0.45% | +476+4.5% | Added |
| Brookstone Capital Management | 11,103 | $1.74M | 0.02% | −189−1.7% | Reduced |
| Geneos Wealth Management Inc. | 11,132 | $1.74M | 0.04% | −38,857−77.7% | Reduced |
| Intrust Bank NA | 11,153 | $1.75M | 0.13% | −195−1.7% | Reduced |
| Williams Jones Wealth Management, LLC. | 11,157 | $1.75M | 0.02% | −68−0.6% | Reduced |
| CSM Advisors, LLC | 11,160 | $1.75M | 0.04% | −1,315−10.5% | Reduced |
| Guggenheim Capital LLC | 11,163 | $1.75M | 0.01% | −170−1.5% | Reduced |
| XTX Topco Ltd | 11,248 | $1.76M | 0.02% | −49,318−81.4% | Reduced |
| Greenwich Wealth Management LLC | 11,294 | $1.77M | 0.06% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 11,307 | $1.77M | 0.04% | −900−7.4% | Reduced |
| CMH Wealth Management LLC | 11,433 | $1.79M | 0.27% | +380+3.4% | Added |
| Frank, Rimerman Advisors LLC | 11,569 | $1.81M | 0.10% | +125+1.1% | Added |
| Dorsey Wright & Associates | 11,585 | $1.82M | 0.31% | −4,679−28.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 11,663 | $1.83M | 0.04% | +252+2.2% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 11,662 | $1.83M | 0.01% | +2,588+28.5% | Added |
| Glass Wealth Management Co LLC | 11,690 | $1.83M | 0.61% | −40−0.3% | Reduced |
| Dynasty Wealth Management, LLC | 11,695 | $1.83M | 0.01% | −420−3.5% | Reduced |
| Equitable Holdings, Inc. | 11,702 | $1.83M | 0.01% | −14,872−56.0% | Reduced |
| Parsons Capital Management Inc | 11,795 | $1.85M | 0.08% | −50.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 11,834 | $1.85M | 0.04% | −25−0.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 11,917 | $1.87M | 0.02% | +4,919+70.3% | Added |
| Integrated Quantitative Investments LLC | 11,975 | $1.88M | 0.31% | +11,975 | New |
| Generali Investments CEE, investicni spolecnost, a.s. | 12,000 | $1.88M | 0.09% | 00.0% | Unchanged |
| Plancorp, LLC | 12,291 | $1.89M | 0.05% | 00.0% | Unchanged |
| Physicians Financial Services, Inc. | 12,234 | $1.92M | 0.48% | −50−0.4% | Reduced |
| Wealth Group, Ltd. | 12,234 | $1.92M | 0.48% | +10,034+456.1% | Added |
| GeoWealth Management, LLC | 12,284 | $1.93M | 0.06% | +1,641+15.4% | Added |
| Henshaw Capital LLC | 12,295 | $1.93M | 0.06% | 00.0% | Unchanged |
| Ellevest, Inc. | 12,495 | $1.93M | 0.23% | +583+4.9% | Added |
| Portside Wealth Group, LLC | 12,409 | $1.94M | 0.23% | +1,857+17.6% | Added |
| Value Partners Investments Inc. | 12,450 | $1.95M | 0.14% | +329+2.7% | Added |
| Roberts Glore & Co Inc | 12,498 | $1.96M | 0.48% | −70−0.6% | Reduced |
| PCM Encore, LLC | 12,510 | $1.96M | 0.34% | −102−0.8% | Reduced |
| Arnhold LLC | 12,636 | $1.98M | 0.14% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 12,692 | $1.99M | 0.03% | −799−5.9% | Reduced |
| Compass Wealth Management LLC | 12,747 | $2.00M | 0.38% | −100−0.8% | Reduced |
| Boit C F David | 12,800 | $2.01M | 0.84% | 00.0% | Unchanged |
| TrueMark Investments, LLC | 12,800 | $2.01M | 0.25% | +1,625+14.5% | Added |
| Opal Capital LLC | 12,800 | $2.01M | 0.36% | +1,625+14.5% | Added |
| Ascent Group, LLC | 12,806 | $2.01M | 0.06% | −487−3.7% | Reduced |
| NorthCrest Asset Manangement, LLC | 12,983 | $2.01M | 0.05% | −324−2.4% | Reduced |
| HM Payson & Co | 12,837 | $2.01M | 0.03% | 00.0% | Unchanged |
| Cornerstone Planning, LLC | 12,843 | $2.01M | 0.47% | +184+1.5% | Added |
| Adviser Investments LLC | 12,844 | $2.01M | 0.02% | +81+0.6% | Added |
| TD Private Client Wealth LLC | 12,892 | $2.02M | 0.04% | −856−6.2% | Reduced |
| Johnson Investment Counsel Inc | 12,976 | $2.03M | 0.01% | +87+0.7% | Added |
| Capital Financial Group Inc | 13,034 | $2.04M | 1.07% | −469−3.5% | Reduced |
| Kahn Brothers Group Inc | 13,186 | $2.07M | 0.33% | −200−1.5% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 13,186 | $2.07M | 0.05% | +961+7.9% | Added |
| OpenArc Corporate Advisory, LLC | 13,228 | $2.07M | 0.02% | +450+3.5% | Added |