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 |
|---|---|---|---|---|---|
| Kingsview Wealth Management, LLC | 13,243 | $2.08M | 0.03% | +1,474+12.5% | Added |
| AIMZ Investment Advisors, LLC | 13,284 | $2.08M | 0.57% | −50−0.4% | Reduced |
| Denali Advisors LLC | 13,287 | $2.08M | 0.21% | −306−2.3% | Reduced |
| Savvy Advisors, Inc. | 13,331 | $2.09M | 0.04% | +1,895+16.6% | Added |
| FSB Premier Wealth Management, Inc. | 13,534 | $2.12M | 0.60% | −3,436−20.2% | Reduced |
| Lowe Brockenbrough & Co Inc | 13,636 | $2.14M | 0.10% | −130−0.9% | Reduced |
| Northstar Asset Management LLC | 13,875 | $2.15M | 0.41% | 00.0% | Unchanged |
| Sepio Capital, LP | 13,731 | $2.15M | 0.11% | +738+5.7% | Added |
| Highland Capital Management, LLC | 13,845 | $2.17M | 0.10% | −1,102−7.4% | Reduced |
| Bailard, Inc. | 13,869 | $2.17M | 0.04% | +587+4.4% | Added |
| Marco Investment Management LLC | 13,875 | $2.17M | 0.14% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 13,900 | $2.18M | 0.31% | +2,069+17.5% | Added |
| Fort Sheridan Advisors LLC | 13,967 | $2.19M | 0.24% | +438+3.2% | Added |
| Two Sigma Investments, LP | 13,992 | $2.19M | 0.00% | −13,536−49.2% | Reduced |
| GAMMA Investing LLC | 14,066 | $2.20M | 0.08% | +758+5.7% | Added |
| Park National Corp | 14,119 | $2.21M | 0.06% | −44−0.3% | Reduced |
| Clark Capital Management Group, Inc. | 14,258 | $2.23M | 0.01% | −237,636−94.3% | Reduced |
| Greenleaf Trust | 14,361 | $2.25M | 0.02% | −121−0.8% | Reduced |
| Abel Hall, LLC | 14,598 | $2.29M | 0.40% | +99+0.7% | Added |
| Boothbay Fund Management, LLC | 14,644 | $2.30M | 0.04% | +14,644 | New |
| New Vernon Capital Holdings II LLC | 14,733 | $2.31M | 1.27% | 00.0% | Unchanged |
| Altman Advisors, Inc. | 14,896 | $2.33M | 0.84% | −75−0.5% | Reduced |
| Quadcap Wealth Management, LLC | 14,928 | $2.34M | 0.23% | −439−2.9% | Reduced |
| Baker Ellis Asset Management LLC | 14,950 | $2.34M | 0.24% | 00.0% | Unchanged |
| Mosaic Financial Group, LLC | 14,973 | $2.35M | 1.50% | −13−0.1% | Reduced |
| Headinvest, LLC | 15,391 | $2.41M | 0.45% | −334−2.1% | Reduced |
| Regions Financial Corp | 15,547 | $2.44M | 0.01% | +1,157+8.0% | Added |
| Ativo Capital Management LLC | 15,609 | $2.45M | 1.87% | −222−1.4% | Reduced |
| Palisade Asset Management, LLC | 15,639 | $2.45M | 0.23% | −770−4.7% | Reduced |
| Parallel Advisors, LLC | 15,640 | $2.45M | 0.04% | −726−4.4% | Reduced |
| Empire Financial Management Company, LLC | 16,106 | $2.52M | 1.00% | +109+0.7% | Added |
| Csenge Advisory Group | 16,110 | $2.52M | 0.10% | +1,973+14.0% | Added |
| Dorsey & Whitney Trust CO LLC | 16,322 | $2.56M | 0.12% | −110−0.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 16,468 | $2.58M | 0.01% | +6,949+73.0% | Added |
| Ascent Wealth Partners, LLC | 16,473 | $2.58M | 0.26% | +575+3.6% | Added |
| Prime Capital Investment Advisors, LLC | 16,577 | $2.60M | 0.03% | +430+2.7% | Added |
| Rothschild Investment LLC | 16,578 | $2.60M | 0.10% | −311−1.8% | Reduced |
| Ipswich Investment Management Co., Inc. | 16,585 | $2.60M | 0.55% | +2,750+19.9% | Added |
| IAM Advisory, LLC | 16,635 | $2.61M | 0.51% | +68+0.4% | Added |
| Patten Group, Inc. | 16,667 | $2.61M | 0.41% | −359−2.1% | Reduced |
| Northside Capital Management, LLC | 16,724 | $2.62M | 0.21% | −160−0.9% | Reduced |
| Optimist Retirement Group LLC | 16,777 | $2.63M | 1.01% | −21−0.1% | Reduced |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 16,800 | $2.63M | 0.42% | −3,200−16.0% | Reduced |
| Level Four Advisory Services, LLC | 16,882 | $2.65M | 0.07% | −450−2.6% | Reduced |
| Jamison Private Wealth Management, Inc. | 16,888 | $2.65M | 0.27% | +17+0.1% | Added |
| BTC Capital Management, Inc. | 16,933 | $2.65M | 0.16% | +393+2.4% | Added |
| Checchi Capital Advisers, LLC | 16,953 | $2.66M | 0.17% | −395−2.3% | Reduced |
| Benedict Financial Advisors Inc | 17,055 | $2.67M | 0.52% | −311−1.8% | Reduced |
| Venturi Wealth Management, LLC | 17,084 | $2.68M | 0.10% | +581+3.5% | Added |
| Aptus Capital Advisors, LLC | 17,200 | $2.70M | 0.02% | +1,256+7.9% | Added |
| Warren Averett Asset Management, LLC | 17,249 | $2.70M | 0.02% | −52−0.3% | Reduced |
| Strategic Global Advisors, LLC | 17,342 | $2.71M | 0.39% | +750+4.5% | Added |
| Nichols & Pratt Advisers LLP | 17,297 | $2.71M | 0.16% | +50+0.3% | Added |
| Everett Harris & Co | 17,363 | $2.72M | 0.03% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 17,411 | $2.73M | 0.28% | −22,085−55.9% | Reduced |
| Coldstream Capital Management Inc | 17,467 | $2.74M | 0.03% | −1,443−7.6% | Reduced |
| Smartleaf Asset Management LLC | 17,483 | $2.76M | 0.09% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 17,632 | $2.76M | 0.40% | +646+3.8% | Added |
| Bradley Foster & Sargent Inc | 17,635 | $2.76M | 0.04% | 00.0% | Unchanged |
| Abbot Financial Management, Inc. | 17,701 | $2.77M | 1.02% | −205−1.1% | Reduced |
| Lester Murray Antman dba SimplyRich | 17,763 | $2.78M | 0.65% | 00.0% | Unchanged |
| Virtu Financial LLC | 17,757 | $2.78M | 0.09% | +17,757 | New |
| Independent Investors Inc | 17,900 | $2.81M | 0.54% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 17,912 | $2.81M | 0.08% | +1,298+7.8% | Added |
| Beutel, Goodman & Co Ltd. | 18,599 | $2.91M | 0.02% | −225−1.2% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 18,651 | $2.92M | 0.35% | −3,319−15.1% | Reduced |
| Acadian Asset Management LLC | 18,743 | $2.94M | 0.00% | +39+0.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 19,022 | $2.98M | 0.01% | +713+3.9% | Added |
| Kestra Private Wealth Services, LLC | 19,054 | $2.99M | 0.03% | −6,233−24.6% | Reduced |
| Trust Co of Toledo NA | 19,068 | $2.99M | 0.25% | −23−0.1% | Reduced |
| Fairfield, Bush & Co. | 19,239 | $3.02M | 1.48% | −105−0.5% | Reduced |
| Susquehanna International Group, LLP | 19,482 | $3.05M | 0.00% | −40,799−67.7% | Reduced |
| HB Wealth Management, LLC | 19,549 | $3.06M | 0.02% | +1,237+6.8% | Added |
| Mission Wealth Management, LP | 19,690 | $3.09M | 0.04% | +9,086+85.7% | Added |
| Perennial Advisors, LLC | 19,702 | $3.09M | 0.48% | −21,186−51.8% | Reduced |
| Pinnacle Financial Partners, Inc. | 19,742 | $3.09M | 0.02% | −1,012−4.9% | Reduced |
| Diversify Wealth Management, LLC | 20,054 | $3.13M | 0.05% | +12,198+155.3% | Added |
| Diversify Advisory Services, LLC | 20,054 | $3.13M | 0.05% | +20,054 | New |
| Marietta Investment Partners LLC | 20,019 | $3.14M | 0.54% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 20,060 | $3.14M | 1.72% | −450−2.2% | Reduced |
| Beacon Financial Group | 20,231 | $3.17M | 0.29% | −267−1.3% | Reduced |
| Summit Trail Advisors, LLC | 20,407 | $3.20M | 0.04% | −438−2.1% | Reduced |
| Integrated Wealth Concepts LLC | 20,523 | $3.22M | 0.02% | −2,120−9.4% | Reduced |
| Perigon Wealth Management, LLC | 20,563 | $3.22M | 0.05% | −102−0.5% | Reduced |
| Coastline Trust Co | 20,595 | $3.23M | 0.29% | +254+1.2% | Added |
| Concurrent Investment Advisors, LLC | 20,676 | $3.24M | 0.03% | +5,843+39.4% | Added |
| Cloverfields Capital Group, LP | 20,881 | $3.27M | 0.99% | −2,007−8.8% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 21,020 | $3.29M | 1.98% | −5,775−21.6% | Reduced |
| Voya Investment Management LLC | 21,245 | $3.33M | 0.00% | −10,495−33.1% | Reduced |
| Old Port Advisors | 21,266 | $3.33M | 0.66% | +165+0.8% | Added |
| Foster & Motley Inc | 21,447 | $3.36M | 0.15% | −666−3.0% | Reduced |
| Great Valley Advisor Group, Inc. | 21,792 | $3.42M | 0.05% | +1,210+5.9% | Added |
| Evolve Private Wealth, LLC | 21,893 | $3.43M | 0.21% | −681−3.0% | Reduced |
| Tealwood Asset Management Inc | 22,271 | $3.49M | 1.34% | −91−0.4% | Reduced |
| First National Bank of Omaha | 22,319 | $3.52M | 0.10% | −10,352−31.7% | Reduced |
| Snowden Capital Advisors LLC | 22,603 | $3.54M | 0.08% | +2,496+12.4% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 22,804 | $3.57M | 0.99% | −3,471−13.2% | Reduced |
| Hall Laurie J Trustee | 22,897 | $3.59M | 1.12% | −300−1.3% | Reduced |
| Third View Private Wealth, LLC | 22,936 | $3.59M | 0.44% | −894−3.8% | Reduced |
| Kathmere Capital Management, LLC | 22,990 | $3.60M | 0.19% | +1,404+6.5% | Added |