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
Q3 2026 data is still coming in: 4 institutions have reported holding NVS so far. See Q3 2026
- 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 |
|---|---|---|---|---|---|
| Mitchell & Pahl Private Wealth, LLC | 23,278 | $3.65M | 1.34% | +347+1.5% | Added |
| Patten & Patten Inc | 23,369 | $3.66M | 0.19% | −25−0.1% | Reduced |
| Fca Corp | 23,419 | $3.67M | 0.90% | +568+2.5% | Added |
| EagleClaw Capital Managment, LLC | 23,712 | $3.72M | 0.50% | −3,124−11.6% | Reduced |
| Shrier Wealth Management, LLC | 23,884 | $3.74M | 1.26% | +183+0.8% | Added |
| Oppenheimer & Co Inc | 23,885 | $3.74M | 0.04% | −30−0.1% | Reduced |
| AMG National Trust Bank | 24,015 | $3.76M | 0.08% | −51−0.2% | Reduced |
| Blue Square Asset Management, LLC | 24,082 | $3.77M | 1.53% | −46−0.2% | Reduced |
| Peapack Gladstone Financial Corp | 24,292 | $3.81M | 0.04% | −100.0% | Reduced |
| Advisors Asset Management, Inc. | 24,465 | $3.83M | 0.06% | +855+3.6% | Added |
| Aaron Wealth Advisors | 24,810 | $3.89M | 0.20% | +715+3.0% | Added |
| Diamond Hill Capital Management Inc | 24,822 | $3.89M | 0.03% | 00.0% | Unchanged |
| apricus wealth, LLC | 24,838 | $3.89M | 1.86% | +415+1.7% | Added |
| Clearstead Advisors, LLC | 25,239 | $3.96M | 0.04% | −9,489−27.3% | Reduced |
| Telos Capital Management, Inc. | 25,483 | $3.99M | 0.35% | −220−0.9% | Reduced |
| We Are One Seven, LLC | 25,560 | $4.01M | 0.07% | −2,589−9.2% | Reduced |
| Trustmark National Bank Trust Department | 25,560 | $4.01M | 0.24% | −828−3.1% | Reduced |
| Albert D Mason Inc | 25,727 | $4.03M | 2.29% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 26,087 | $4.09M | 0.25% | −100−0.4% | Reduced |
| Pekin Hardy Strauss, Inc. | 26,136 | $4.10M | 0.36% | −1,350−4.9% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 26,308 | $4.12M | 0.20% | −239,753−90.1% | Reduced |
| Atlantic Union Bankshares Corp | 26,575 | $4.16M | 0.07% | −515−1.9% | Reduced |
| Penobscot Investment Management Company, Inc. | 26,577 | $4.17M | 0.29% | −1,709−6.0% | Reduced |
| Equitable Trust Co | 26,861 | $4.21M | 0.18% | +7,253+37.0% | Added |
| Woodmont Investment Counsel LLC | 27,118 | $4.25M | 0.23% | −83−0.3% | Reduced |
| NBT Bank N A | 27,417 | $4.30M | 0.28% | −406−1.5% | Reduced |
| Global Retirement Partners, LLC | 27,477 | $4.31M | 0.07% | +27,477 | New |
| Alliancebernstein L.P. | 28,213 | $4.31M | 0.00% | −30,367−51.8% | Reduced |
| Baldwin Brothers Inc | 27,679 | $4.34M | 0.28% | −2,316−7.7% | Reduced |
| Principal Securities, Inc. | 27,727 | $4.35M | 0.05% | −3,737−11.9% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 27,789 | $4.36M | 0.04% | +12,542+82.3% | Added |
| Northeast Investment Management | 27,819 | $4.36M | 0.16% | −1,073−3.7% | Reduced |
| CIBC Asset Management Inc | 28,084 | $4.37M | 0.01% | +528+1.9% | Added |
| Prospera Financial Services Inc | 28,070 | $4.40M | 0.06% | +29+0.1% | Added |
| Fayez Sarofim & Co | 28,162 | $4.41M | 0.01% | +300+1.1% | Added |
| Haverford Trust Co | 28,222 | $4.42M | 0.04% | −160−0.6% | Reduced |
| Pegasus Asset Management, Inc. | 28,387 | $4.45M | 1.27% | +1,067+3.9% | Added |
| Oxbow Advisors, LLC | 28,452 | $4.46M | 0.36% | −93−0.3% | Reduced |
| Moors & Cabot, Inc. | 28,770 | $4.51M | 0.18% | −1,211−4.0% | Reduced |
| Fort Washington Investment Advisors Inc | 28,866 | $4.52M | 0.02% | −176−0.6% | Reduced |
| Engineers Gate Manager LP | 28,899 | $4.53M | 0.06% | +28,899 | New |
| Private Advisor Group, LLC | 28,916 | $4.53M | 0.02% | −14,849−33.9% | Reduced |
| Moody Lynn & Lieberson, LLC | 28,965 | $4.54M | 0.24% | +682+2.4% | Added |
| Arjuna Capital | 28,989 | $4.54M | 1.02% | +1,980+7.3% | Added |
| Prentiss Smith & Co Inc | 29,004 | $4.55M | 2.49% | −120−0.4% | Reduced |
| CWA Asset Management Group, LLC | 29,083 | $4.56M | 0.14% | +2,039+7.5% | Added |
| Choate Investment Advisors | 29,237 | $4.58M | 0.08% | −1,255−4.1% | Reduced |
| Ballentine Partners, LLC | 29,508 | $4.62M | 0.06% | +1,429+5.1% | Added |
| Victory Capital Management Inc | 29,560 | $4.63M | 0.00% | −5,872−16.6% | Reduced |
| Cornerstone Wealth Group, LLC | 29,903 | $4.69M | 0.28% | −1,283−4.1% | Reduced |
| Fred Alger Management, LLC | 30,125 | $4.72M | 0.02% | −17−0.1% | Reduced |
| Azzad Asset Management Inc | 30,427 | $4.77M | 0.42% | +545+1.8% | Added |
| Atomi Financial Group, Inc. | 30,759 | $4.82M | 0.13% | +181+0.6% | Added |
| Crossmark Global Holdings, Inc. | 31,082 | $4.87M | 0.06% | −1,410−4.3% | Reduced |
| Euro Pacific Asset Management, LLC | 41,457 | $4.89M | 0.57% | −131−0.3% | Reduced |
| Americana Partners, LLC | 31,396 | $4.92M | 0.11% | +5,206+19.9% | Added |
| Commerce Bank | 31,461 | $4.93M | 0.02% | −569−1.8% | Reduced |
| Dearborn Partners LLC | 32,039 | $5.02M | 0.28% | −3,169−9.0% | Reduced |
| Fifth Third Bancorp | 32,186 | $5.04M | 0.01% | −3,425−9.6% | Reduced |
| Abundance Wealth Counselors | 32,213 | $5.05M | 0.33% | +15,417+91.8% | Added |
| SRS Capital Advisors, Inc. | 32,315 | $5.06M | 0.03% | +27,294+543.6% | Added |
| Chesley Taft & Associates LLC | 32,410 | $5.08M | 0.20% | −320−1.0% | Reduced |
| WealthTrust Axiom LLC | 32,676 | $5.12M | 1.14% | −65−0.2% | Reduced |
| Providence Capital Advisors, LLC | 32,898 | $5.16M | 0.78% | −79−0.2% | Reduced |
| Auto-Owners Insurance Co | 33,570 | $5.26M | 0.12% | 00.0% | Unchanged |
| Greenfield Seitz Capital Management, LLC | 33,624 | $5.27M | 1.57% | −926−2.7% | Reduced |
| Great Lakes Advisors, LLC | 34,195 | $5.36M | 0.04% | +1,737+5.4% | Added |
| Merit Financial Group, LLC | 34,804 | $5.45M | 0.03% | +1,096+3.3% | Added |
| Quartz Partners, LLC | 34,861 | $5.46M | 1.79% | −133−0.4% | Reduced |
| Price T Rowe Associates Inc | 35,052 | $5.50M | 0.00% | −7,479−17.6% | Reduced |
| Timber Creek Capital Management LLC | 35,388 | $5.55M | 1.13% | +1,114+3.3% | Added |
| Rhumbline Advisers | 35,943 | $5.63M | 0.00% | −163−0.5% | Reduced |
| Spire Wealth Management | 35,965 | $5.63M | 0.17% | −600−1.6% | Reduced |
| Farmers & Merchants Investments Inc | 36,502 | $5.72M | 0.14% | −163−0.4% | Reduced |
| Entropy Technologies, LP | 36,558 | $5.73M | 0.23% | +24,199+195.8% | Added |
| Lido Advisors, LLC | 36,804 | $5.77M | 0.02% | +2,126+6.1% | Added |
| Manufacturers Life Insurance Company, The | 37,227 | $5.83M | 0.00% | +25+0.1% | Added |
| Gradient Investments LLC | 37,294 | $5.84M | 0.08% | +2,141+6.1% | Added |
| Farther Finance Advisors, LLC | 37,340 | $5.85M | 0.05% | +2,826+8.2% | Added |
| Hayek Kallen Investment Management | 37,538 | $5.88M | 1.78% | −532−1.4% | Reduced |
| EP Wealth Advisors, LLC | 38,592 | $6.05M | 0.02% | +1,481+4.0% | Added |
| National Bank of Canada | 38,779 | $6.07M | 0.01% | −9,212−19.2% | Reduced |
| Sequoia Financial Advisors, LLC | 38,971 | $6.11M | 0.03% | −3,980−9.3% | Reduced |
| RSM US Wealth Management LLC | 39,193 | $6.14M | 0.07% | +582+1.5% | Added |
| Carret Asset Management, LLC | 39,278 | $6.16M | 0.54% | −430−1.1% | Reduced |
| CAPROCK Group, Inc. | 39,351 | $6.17M | 0.12% | +55+0.1% | Added |
| Arkadios Wealth Advisors | 39,601 | $6.21M | 0.10% | +3,401+9.4% | Added |
| First Pacific Financial | 39,871 | $6.25M | 0.74% | −51−0.1% | Reduced |
| Argent Trust Co | 39,948 | $6.26M | 0.18% | +1,660+4.3% | Added |
| Advisory Services Network, LLC | 39,996 | $6.27M | 0.07% | +1,307+3.4% | Added |
| Hamel Associates, Inc. | 40,423 | $6.34M | 1.75% | −132−0.3% | Reduced |
| Henry James International Management, Inc. | 40,427 | $6.34M | 1.90% | +31+0.1% | Added |
| Davenport & Co LLC | 40,542 | $6.35M | 0.03% | −739−1.8% | Reduced |
| Catalyst Capital Advisors LLC | 41,842 | $6.56M | 0.11% | −975−2.3% | Reduced |
| Vident Advisory, LLC | 42,672 | $6.69M | 0.05% | +856+2.0% | Added |
| MAI Capital Management | 43,150 | $6.76M | 0.03% | +4,779+12.5% | Added |
| Ieq Capital, LLC | 43,358 | $6.80M | 0.03% | −3,217−6.9% | Reduced |
| Pensionmark Financial Group, LLC | 44,423 | $6.80M | 0.11% | +204+0.5% | Added |
| Rathbone Brothers plc | 43,692 | $6.85M | 0.03% | −126−0.3% | Reduced |
| Qube Research & Technologies Ltd | 43,740 | $6.85M | 0.01% | −129,397−74.7% | Reduced |