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 |
|---|---|---|---|---|---|
| RMB Capital Management, LLC | 114,209 | $17.9M | 0.28% | +68,768+151.3% | Added |
| Arrowstreet Capital, Limited Partnership | 116,598 | $18.3M | 0.01% | +8,001+7.4% | Added |
| Rockefeller Capital Management L.P. | 123,788 | $19.4M | 0.03% | +5,481+4.6% | Added |
| GW Henssler & Associates Ltd | 123,971 | $19.4M | 0.86% | −1,541−1.2% | Reduced |
| Nuveen, LLC | 124,459 | $19.5M | 0.00% | +124,459 | New |
| Blair William & Co | 125,266 | $19.6M | 0.05% | −1,155−0.9% | Reduced |
| JustInvest LLC | 126,054 | $19.8M | 0.16% | +5,419+4.5% | Added |
| UBS Asset Management Americas Inc | 126,866 | $19.9M | 0.00% | −190.0% | Reduced |
| Coleford Investment Management Ltd. | 133,970 | $21.0M | 4.58% | −1,650−1.2% | Reduced |
| ProVise Management Group, LLC | 134,100 | $21.0M | 1.41% | −7,100−5.0% | Reduced |
| Ingalls & Snyder LLC | 134,587 | $21.1M | 0.58% | −1,295−1.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 150,656 | $21.2M | 0.04% | +2,862+1.9% | Added |
| Neuberger Berman Group LLC | 136,197 | $21.3M | 0.01% | −4,423−3.1% | Reduced |
| Douglas Lane & Associates, LLC | 140,152 | $22.0M | 0.30% | −4,966−3.4% | Reduced |
| Invesco Ltd. | 147,054 | $23.0M | 0.00% | +33,710+29.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 147,424 | $23.1M | 0.09% | +4,600+3.2% | Added |
| Savant Capital, LLC | 150,968 | $23.2M | 0.07% | +128,722+578.6% | Added |
| Commonwealth Equity Services, LLC | 148,691 | $23.3M | 0.03% | −7,924−5.1% | Reduced |
| Fiera Capital Corp | 149,665 | $23.5M | 0.09% | +10,554+7.6% | Added |
| Capital Wealth Planning, LLC | 151,974 | $23.8M | 0.12% | +26,555+21.2% | Added |
| Grandfield & Dodd, LLC | 153,436 | $24.0M | 1.26% | −3,470−2.2% | Reduced |
| Foresight Global Investors, Inc. | 153,693 | $24.1M | 14.60% | −18,360−10.7% | Reduced |
| LMR Partners LLP | 153,726 | $24.1M | 0.18% | +110,621+256.6% | Added |
| Pathstone Holdings, LLC | 153,797 | $24.1M | 0.07% | +16,900+12.3% | Added |
| Oak Associates, Ltd | 155,362 | $24.3M | 1.36% | −1,000−0.6% | Reduced |
| Martin Investment Management, LLC | 157,179 | $24.6M | 8.22% | −5,025−3.1% | Reduced |
| Mercer Global Advisors Inc | 161,839 | $25.4M | 0.03% | +1,075+0.7% | Added |
| D.A. Davidson & Co. | 163,017 | $25.5M | 0.14% | −49,798−23.4% | Reduced |
| QRG Capital Management, Inc. | 164,478 | $25.8M | 0.21% | +13,634+9.0% | Added |
| Managed Asset Portfolios, LLC | 165,519 | $25.9M | 2.96% | +1,231+0.7% | Added |
| Advisor Group Holdings, Inc. | 172,539 | $27.1M | 0.03% | +3,527+2.1% | Added |
| Captrust Financial Advisors | 173,384 | $27.2M | 0.04% | +12,376+7.7% | Added |
| Ferguson Wellman Capital Management, Inc | 182,260 | $28.6M | 0.35% | −96−0.1% | Reduced |
| Parkwood LLC | 182,462 | $28.6M | 2.05% | +19,098+11.7% | Added |
| Godsey & Gibb Associates | 183,015 | $28.7M | 2.35% | −2,557−1.4% | Reduced |
| New York State Common Retirement Fund | 183,246 | $28.7M | 0.04% | +5,850+3.3% | Added |
| M&T Bank Corp | 183,359 | $28.7M | 0.08% | +9,264+5.3% | Added |
| Kestra Advisory Services, LLC | 185,906 | $29.1M | 0.09% | +132,834+250.3% | Added |
| Brown Advisory Inc | 186,086 | $29.2M | 0.05% | −3,081−1.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 195,986 | $30.7M | 0.06% | +56,424+40.4% | Added |
| Brandes Investment Partners, LP | 197,593 | $31.0M | 0.22% | +8,023+4.2% | Added |
| Integral Health Asset Management, LLC | 200,000 | $31.3M | 1.29% | −50,000−20.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 201,250 | $31.5M | 0.21% | −66,700−24.9% | Reduced |
| Cetera Investment Advisers | 206,722 | $32.4M | 0.03% | +3,677+1.8% | Added |
| Oppenheimer Asset Management Inc. | 217,234 | $34.0M | 0.35% | +109+0.1% | Added |
| The PNC Financial Services Group, Inc. | 222,881 | $34.9M | 0.02% | +2,747+1.2% | Added |
| TriCert Investment Counsel Inc. | 226,301 | $35.5M | 3.30% | +226,301 | New |
| Mariner, LLC | 231,391 | $36.3M | 0.04% | −10,161−4.2% | Reduced |
| Promethos Capital, LLC | 233,303 | $36.6M | 10.01% | +30,210+14.9% | Added |
| First Financial Bankshares Inc | 234,315 | $36.7M | 0.69% | +3,461+1.5% | Added |
| Colony Group, LLC | 235,657 | $36.9M | 0.04% | −44,771−16.0% | Reduced |
| Midwest Trust Co | 239,181 | $37.5M | 0.42% | −3,047−1.3% | Reduced |
| Quadrature Capital Ltd | 240,579 | $37.7M | 0.32% | +126,290+110.5% | Added |
| Janney Montgomery Scott LLC | 241,904 | $37.9M | 0.07% | −69,922−22.4% | Reduced |
| Adage Capital Partners GP, L.L.C. | 245,557 | $38.5M | 0.05% | −12,443−4.8% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 245,957 | $38.5M | 0.09% | −29,680−10.8% | Reduced |
| MML Investors Services, LLC | 255,770 | $40.1M | 0.08% | +26,177+11.4% | Added |
| US Bancorp | 262,178 | $41.1M | 0.04% | −6,680−2.5% | Reduced |
| Citigroup Inc | 265,626 | $41.6M | 0.02% | −83,163−23.8% | Reduced |
| HighTower Advisors, LLC | 267,821 | $42.0M | 0.04% | +3,182+1.2% | Added |
| AQR Capital Management LLC | 281,210 | $44.1M | 0.02% | +47,339+20.2% | Added |
| Cookson Peirce & Co Inc | 283,840 | $44.5M | 1.47% | +223+0.1% | Added |
| Massachusetts Financial Services Co | 293,443 | $46.0M | 0.01% | +46,788+19.0% | Added |
| Scharf Investments, LLC | 310,818 | $48.7M | 1.61% | −278,414−47.3% | Reduced |
| Saturna Capital CORP | 311,392 | $48.8M | 0.60% | +384+0.1% | Added |
| Todd Asset Management LLC | 317,429 | $49.7M | 0.88% | −114,578−26.5% | Reduced |
| Citadel Advisors LLC | 320,808 | $50.3M | 0.03% | +320,808 | New |
| Bank of New York Mellon Corp | 328,948 | $51.6M | 0.01% | +1,131+0.3% | Added |
| Marshall Wace, LLP | 330,061 | $51.7M | 0.04% | +8,005+2.5% | Added |
| Stifel Financial Corp | 330,309 | $51.8M | 0.04% | +12,592+4.0% | Added |
| Cerity Partners LLC | 334,595 | $52.4M | 0.06% | +4,685+1.4% | Added |
| O'Shaughnessy Asset Management, LLC | 335,528 | $52.6M | 0.25% | +15,501+4.8% | Added |
| First Trust Advisors LP | 353,224 | $55.4M | 0.03% | −13,335−3.6% | Reduced |
| Agf Management Ltd | 360,354 | $56.5M | 0.22% | +360,354 | New |
| Farallon Capital Management, L.L.C. | 363,000 | $56.9M | 0.33% | +363,000 | New |
| BNP Paribas Arbitrage, SA | 379,597 | $59.5M | 0.03% | +258,557+213.6% | Added |
| Charles Schwab Investment Management Inc | 384,386 | $60.2M | 0.01% | +38,976+11.3% | Added |
| Quantinno Capital Management LP | 386,332 | $60.5M | 0.07% | +45,604+13.4% | Added |
| TCTC Holdings, LLC | 393,932 | $61.7M | 1.62% | +680.0% | Added |
| CI Private Wealth, LLC | 437,208 | $68.5M | 0.09% | −3,318−0.8% | Reduced |
| Assetmark, Inc | 442,978 | $69.4M | 0.12% | +39,204+9.7% | Added |
| Harvest Portfolios Group Inc. | 457,045 | $71.6M | 1.01% | +2,364+0.5% | Added |
| Ameriprise Financial Inc | 508,398 | $79.7M | 0.02% | −24,156−4.5% | Reduced |
| CIBC Bancorp USA Inc. | 524,073 | $82.1M | 0.10% | −13,740−2.6% | Reduced |
| Creative Planning | 546,659 | $85.7M | 0.05% | +17,845+3.4% | Added |
| Bristol John W & Co Inc | 557,777 | $87.4M | 1.29% | −4,060−0.7% | Reduced |
| Harding Loevner LP | 578,234 | $90.5M | 0.85% | −6,021−1.0% | Reduced |
| NewEdge Wealth, LLC | 579,486 | $90.8M | 0.92% | +32,981+6.0% | Added |
| SEI Investments Co | 591,566 | $92.7M | 0.08% | −27,708−4.5% | Reduced |
| Van Eck Associates Corp | 633,523 | $99.3M | 0.06% | −258,280−29.0% | Reduced |
| Royal Bank of Canada | 638,682 | $100.1M | 0.02% | +19,972+3.2% | Added |
| LPL Financial LLC | 666,272 | $104.4M | 0.02% | +45,845+7.4% | Added |
| American Century Companies Inc | 707,061 | $110.8M | 0.05% | +3,883+0.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 740,532 | $116.1M | 0.22% | +235,092+46.5% | Added |
| Millennium Management LLC | 758,029 | $118.8M | 0.08% | +758,029 | New |
| Dodge & Cox | 759,373 | $119.0M | 0.06% | −6,208,010−89.1% | Reduced |
| Renaissance Technologies LLC | 788,033 | $123.5M | 0.17% | −323,800−29.1% | Reduced |
| Earnest Partners LLC | 886,634 | $139.0M | 0.50% | +1,344+0.2% | Added |
| Truist Financial Corp | 968,701 | $151.8M | 0.18% | +26,883+2.9% | Added |
| Lord, Abbett & Co. LLC | 1,002,335 | $157.1M | 0.45% | +172,049+20.7% | Added |