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 |
|---|---|---|---|---|---|
| WCG Wealth Advisors LLC | 43,776 | $6.86M | 0.16% | +4,816+12.4% | Added |
| Daymark Wealth Partners, LLC | 43,852 | $6.87M | 0.17% | +11,051+33.7% | Added |
| Park Avenue Securities LLC | 43,915 | $6.88M | 0.04% | −4,991−10.2% | Reduced |
| Vise Technologies, Inc. | 44,366 | $6.95M | 0.08% | +8,089+22.3% | Added |
| Monte Financial Group, LLC | 44,535 | $6.95M | 2.23% | +1,137+2.6% | Added |
| Steward Partners Investment Advisory, LLC | 44,418 | $6.96M | 0.04% | −1,020−2.2% | Reduced |
| Triasima Portfolio Management inc. | 44,755 | $7.01M | 0.95% | −7,715−14.7% | Reduced |
| Bleakley Financial Group, LLC | 44,930 | $7.04M | 0.09% | +793+1.8% | Added |
| Factory Mutual Insurance Co | 45,066 | $7.06M | 0.07% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 45,908 | $7.19M | 0.13% | −1,791−3.8% | Reduced |
| Trust Co of Vermont | 46,466 | $7.28M | 0.27% | +46,466 | New |
| Fiduciary Trust Co | 47,417 | $7.43M | 0.08% | −4,140−8.0% | Reduced |
| Glassy Mountain Advisors, Inc. | 47,531 | $7.45M | 2.04% | −3,094−6.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 47,580 | $7.46M | 0.14% | +63+0.1% | Added |
| Naviter Wealth, LLC | 47,793 | $7.49M | 0.68% | +8,978+23.1% | Added |
| Financial Gravity Companies, Inc. | 48,030 | $7.53M | 1.22% | +48,030 | New |
| Lockheed Martin Investment Management Co | 48,400 | $7.59M | 0.30% | −600−1.2% | Reduced |
| China Universal Asset Management Co., Ltd. | 49,000 | $7.68M | 0.46% | −4,135−7.8% | Reduced |
| Pittenger & Anderson Inc | 49,020 | $7.68M | 0.27% | 00.0% | Unchanged |
| Smithbridge Asset Management Inc | 49,133 | $7.70M | 1.05% | +353+0.7% | Added |
| Cardinal Capital Management | 49,670 | $7.78M | 0.94% | −140.0% | Reduced |
| Archford Capital Strategies, LLC | 49,908 | $7.82M | 0.79% | −692−1.4% | Reduced |
| Sphera Funds Management Ltd. | 50,000 | $7.83M | 1.12% | +13,000+35.1% | Added |
| First Manhattan Co | 50,123 | $7.86M | 0.02% | −430−0.9% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 50,139 | $7.86M | 1.98% | +137+0.3% | Added |
| Brown Brothers Harriman & Co | 50,794 | $7.96M | 0.03% | −8,524−14.4% | Reduced |
| Signaturefd, LLC | 51,066 | $8.00M | 0.11% | +3,026+6.3% | Added |
| 1832 Asset Management L.P. | 51,084 | $8.01M | 0.01% | −5,873−10.3% | Reduced |
| State Street Corp | 50,661 | $8.01M | 0.00% | −1,335,231−96.3% | Reduced |
| Narwhal Capital Management | 52,702 | $8.26M | 0.57% | +34+0.1% | Added |
| Edgemoor Investment Advisors, Inc. | 52,824 | $8.28M | 0.56% | −55,757−51.4% | Reduced |
| Boston Partners | 53,689 | $8.39M | 0.01% | −1,484−2.7% | Reduced |
| Deutsche Bank AG | 54,336 | $8.52M | 0.00% | +2,092+4.0% | Added |
| Russell Investments Group, Ltd. | 55,033 | $8.62M | 0.01% | −58,243−51.4% | Reduced |
| Cullen Investment Group, Ltd. | 55,534 | $8.70M | 1.05% | +5,229+10.4% | Added |
| Pinnacle Associates Ltd | 55,762 | $8.74M | 0.10% | −217−0.4% | Reduced |
| Federated Hermes, Inc. | 56,351 | $8.83M | 0.01% | −76−0.1% | Reduced |
| Advisors Capital Management, LLC | 57,958 | $9.08M | 0.10% | +2,733+4.9% | Added |
| Welch & Forbes LLC | 57,984 | $9.09M | 0.11% | +358+0.6% | Added |
| Brinker Capital Investments, LLC | 58,960 | $9.24M | 0.07% | +2,066+3.6% | Added |
| Glenmede Trust Co NA | 59,156 | $9.27M | 0.04% | −3,910−6.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 59,271 | $9.29M | 0.02% | +4,468+8.2% | Added |
| Clifford Swan Investment Counsel LLC | 60,118 | $9.42M | 0.30% | −12,433−17.1% | Reduced |
| Atria Investments LLC | 60,245 | $9.44M | 0.09% | −2,211−3.5% | Reduced |
| Quadrant Capital Group LLC | 61,000 | $9.56M | 0.26% | −120.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 62,887 | $9.86M | 0.01% | +401+0.6% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 63,414 | $9.94M | 2.25% | −1,678−2.6% | Reduced |
| Empowered Funds, LLC | 64,224 | $10.1M | 0.05% | −4,630−6.7% | Reduced |
| Bessemer Group Inc | 64,977 | $10.2M | 0.01% | +5,916+10.0% | Added |
| Scotia Capital Inc. | 66,091 | $10.4M | 0.04% | −6,462−8.9% | Reduced |
| Dixon Mitchell Investment Counsel Inc. | 66,500 | $10.4M | 0.34% | +66,500 | New |
| SALT Holding Corp. | 66,844 | $10.5M | 5.55% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 67,193 | $10.5M | 0.20% | −2,190−3.2% | Reduced |
| Baird Financial Group, Inc. | 68,487 | $10.7M | 0.01% | +1,275+1.9% | Added |
| Hantz Financial Services, Inc. | 68,779 | $10.8M | 0.15% | +2,433+3.7% | Added |
| Tower Bridge Advisors | 69,416 | $10.9M | 0.98% | −2,115−3.0% | Reduced |
| Mengis Capital Management, Inc. | 70,348 | $11.0M | 1.68% | −300−0.4% | Reduced |
| Camden National Bank | 70,745 | $11.1M | 1.44% | +534+0.8% | Added |
| Salem Investment Counselors Inc | 71,102 | $11.1M | 0.28% | +2,374+3.5% | Added |
| Tweedy, Browne Co LLC | 71,125 | $11.1M | 0.84% | −180−0.3% | Reduced |
| Reynders McVeigh Capital Management, LLC | 71,575 | $11.2M | 0.50% | −1,817−2.5% | Reduced |
| Huntington National Bank | 71,723 | $11.2M | 0.05% | +31,043+76.3% | Added |
| Keybank National Association | 71,724 | $11.2M | 0.04% | +8,045+12.6% | Added |
| Live Oak Private Wealth LLC | 72,426 | $11.4M | 1.42% | −2,912−3.9% | Reduced |
| Altrius Capital Management Inc | 72,584 | $11.4M | 2.16% | +1,953+2.8% | Added |
| Logan Capital Management Inc | 73,584 | $11.5M | 0.43% | +73,584 | New |
| Zevin Asset Management LLC | 74,291 | $11.6M | 1.63% | −4,796−6.1% | Reduced |
| Manning & Napier Advisors LLC | 73,973 | $11.7M | 0.15% | −10,970−12.9% | Reduced |
| Cohen Capital Management, Inc. | 74,849 | $11.7M | 1.59% | −2,000−2.6% | Reduced |
| Gabelli Funds LLC | 75,500 | $11.8M | 0.08% | 00.0% | Unchanged |
| GWM Advisors LLC | 76,213 | $11.9M | 0.04% | +259+0.3% | Added |
| Allspring Global Investments Holdings, LLC | 80,613 | $12.4M | 0.02% | −21,982−21.4% | Reduced |
| Tocqueville Asset Management L.P. | 79,360 | $12.4M | 0.16% | −12,538−13.6% | Reduced |
| Investment House LLC | 80,147 | $12.6M | 0.57% | −1,636−2.0% | Reduced |
| Eldred Rock Partners, LLC | 80,627 | $12.6M | 2.72% | −141−0.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 81,258 | $12.7M | 0.12% | +1,646+2.1% | Added |
| Osterweis Capital Management Inc | – | $12.9M | 0.61% | – | – |
| Matthew Goff Investment Advisor, LLC | 82,971 | $13.0M | 2.19% | −1,635−1.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 83,188 | $13.0M | 0.16% | −91−0.1% | Reduced |
| Bahl & Gaynor Inc | 83,396 | $13.1M | 0.06% | −2,292−2.7% | Reduced |
| Beacon Pointe Advisors, LLC | 84,234 | $13.2M | 0.06% | −283−0.3% | Reduced |
| TD Waterhouse Canada Inc. | 86,457 | $13.3M | 0.04% | +11,791+15.8% | Added |
| CIBC World Markets Inc. | 86,061 | $13.5M | 0.02% | +1,748+2.1% | Added |
| Glenview Capital Management, LLC | 86,909 | $13.6M | 0.27% | +86,909 | New |
| Sanctuary Advisors, LLC | 89,153 | $14.0M | 0.06% | −1,173−1.3% | Reduced |
| HRT Financial LP | 89,587 | $14.0M | 0.03% | +64,701+260.0% | Added |
| United Capital Financial Advisers, LLC | 89,770 | $14.1M | 0.08% | −2,285−2.5% | Reduced |
| Boston Common Asset Management, LLC | 91,740 | $14.4M | 0.85% | −16,376−15.1% | Reduced |
| Toroso Investments, LLC | 91,944 | $14.4M | 0.03% | −101,233−52.4% | Reduced |
| Allworth Financial LP | 92,390 | $14.5M | 0.06% | −4,083−4.2% | Reduced |
| American Assets Investment Management, LLC | 93,610 | $14.7M | 0.89% | 00.0% | Unchanged |
| Nomura Holdings Inc | 94,009 | $14.7M | 0.06% | −5,004−5.1% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 99,224 | $15.6M | 2.94% | +386+0.4% | Added |
| Cresset Asset Management, LLC | 104,792 | $16.4M | 0.06% | −2,638−2.5% | Reduced |
| Bank of Montreal | 104,932 | $16.4M | 0.01% | −154,413−59.5% | Reduced |
| Ritholtz Wealth Management | 105,819 | $16.6M | 0.25% | +1,673+1.6% | Added |
| Point72 Asset Management, L.P. | 106,157 | $16.6M | 0.03% | −177,680−62.6% | Reduced |
| Callan Family Office, LLC | 107,922 | $16.9M | 0.33% | +972+0.9% | Added |
| Ethic Inc. | 108,784 | $17.0M | 0.21% | +5,233+5.1% | Added |
| Wilkins Investment Counsel Inc | 111,067 | $17.4M | 2.35% | −1,610−1.4% | Reduced |