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 |
|---|---|---|---|---|---|
| Chevy Chase Trust Holdings, Inc. | 1,033,709 | $162.0M | 0.42% | −16,085−1.5% | Reduced |
| Holocene Advisors, LP | 1,037,332 | $162.6M | 0.37% | +1,037,332 | New |
| UBS Group AG | 1,184,422 | $185.6M | 0.03% | −608,731−33.9% | Reduced |
| Principal Financial Group Inc | 1,565,796 | $245.4M | 0.12% | +33,007+2.2% | Added |
| Raymond James Financial Inc | 1,801,337 | $282.3M | 0.08% | −130,536−6.8% | Reduced |
| Wells Fargo & Company | 1,828,817 | $286.6M | 0.05% | −66,860−3.5% | Reduced |
| WCM Investment Management, LLC | 1,904,349 | $300.1M | 0.54% | +441,169+30.2% | Added |
| Jones Financial Companies LLLP | 1,974,043 | $306.8M | 0.12% | +152,247+8.4% | Added |
| Cullen Capital Management LLC | 2,033,040 | $318.6M | 3.13% | −4,922−0.2% | Reduced |
| FMR LLC | 2,057,404 | $322.4M | 0.01% | +364,411+21.5% | Added |
| GQG Partners LLC | 2,151,131 | $337.1M | 0.63% | −296,141−12.1% | Reduced |
| Jupiter Topco LLC | 2,221,362 | $348.1M | 0.14% | +2,221,362 | New |
| JPMorgan Chase & Co | 2,264,447 | $356.9M | 0.02% | +459,771+25.5% | Added |
| Envestnet Asset Management Inc | 2,330,979 | $365.3M | 0.09% | +19,595+0.8% | Added |
| Natixis Advisors, L.P. | 2,386,527 | $374.0M | 0.42% | +150,371+6.7% | Added |
| Northern Trust Corp | 2,792,745 | $437.7M | 0.05% | +6,517+0.2% | Added |
| Goldman Sachs Group Inc | 2,980,168 | $467.1M | 0.05% | −3,545,603−54.3% | Reduced |
| BlackRock, Inc. | 3,047,988 | $477.7M | 0.01% | +98,228+3.3% | Added |
| Franklin Resources Inc | 3,251,281 | $509.5M | 0.11% | −158,663−4.7% | Reduced |
| Bank of America Corp | 4,909,938 | $769.5M | 0.05% | −52,856−1.1% | Reduced |
| Loomis Sayles & Co L P | 5,239,309 | $821.1M | 1.03% | −186,791−3.4% | Reduced |
| Primecap Management Co | 6,592,124 | $1.03B | 0.61% | −975,230−12.9% | Reduced |
| Dimensional Fund Advisors LP | 8,117,586 | $1.27B | 0.23% | +7,470+0.1% | Added |
| Morgan Stanley | 8,726,827 | $1.37B | 0.07% | +199,790+2.3% | Added |
| Fisher Asset Management, LLC | 15,523,378 | $2.43B | 0.72% | +1,637,629+11.8% | Added |
| Coppell Advisory Solutions LLC | 237 | – | – | +237 | New |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −92,638−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −63,250−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −44,021−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −39,646−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −36,500−100.0% | Sold out |
| Transmarket Holdings LP | 0 | $0 | 0.00% | −35,075−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −22,962−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −15,083−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −13,734−100.0% | Sold out |
| DV Trading LLC | 0 | $0 | 0.00% | −9,668−100.0% | Sold out |
| XY Capital Ltd | 0 | $0 | 0.00% | −8,770−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −8,100−100.0% | Sold out |
| Argonautica Private Wealth Management, Inc | 0 | $0 | 0.00% | −5,416−100.0% | Sold out |
| Colter Lewis Investment Partners LLC | 0 | $0 | 0.00% | −4,933−100.0% | Sold out |
| Financial & Tax Architects, LLC | 0 | $0 | 0.00% | −4,135−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −4,073−100.0% | Sold out |
| RiverFront Investment Group, LLC | 0 | $0 | 0.00% | −3,981−100.0% | Sold out |
| Turtle Creek Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,733−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −3,604−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −3,515−100.0% | Sold out |
| Sachetta, LLC | 0 | $0 | 0.00% | −3,414−100.0% | Sold out |
| Icapital Wealth LLC | 0 | $0 | 0.00% | −3,352−100.0% | Sold out |
| Certior Financial Group, LLC | 0 | $0 | 0.00% | −3,342−100.0% | Sold out |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | $0 | 0.00% | −3,325−100.0% | Sold out |
| Analyst IMS Investment Management Services Ltd. | 0 | $0 | 0.00% | −2,781−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −2,779−100.0% | Sold out |
| PUREfi Wealth, LLC | 0 | $0 | 0.00% | −2,715−100.0% | Sold out |
| a16z Perennial Management, L.P. | 0 | $0 | 0.00% | −2,618−100.0% | Sold out |
| Central Pacific Bank - Trust Division | 0 | $0 | 0.00% | −2,350−100.0% | Sold out |
| Cannon Advisors, Inc. | 0 | $0 | 0.00% | −2,129−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Capital Advantage, Inc. | 0 | $0 | 0.00% | −1,846−100.0% | Sold out |
| Hamilton Wealth, LLC | 0 | $0 | 0.00% | −1,830−100.0% | Sold out |
| Elyxium Wealth, LLC | 0 | $0 | 0.00% | −1,820−100.0% | Sold out |
| Alvarez & Marsal Private Wealth Partners, LLC | 0 | $0 | 0.00% | −1,819−100.0% | Sold out |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −1,815−100.0% | Sold out |
| Linscomb & Williams, Inc. | 0 | $0 | 0.00% | −1,804−100.0% | Sold out |
| Davis R M Inc | 0 | $0 | 0.00% | −1,747−100.0% | Sold out |
| Diversified Management Inc | 0 | $0 | 0.00% | −1,713−100.0% | Sold out |
| Tandem Investment Advisors, Inc. | 0 | $0 | 0.00% | −1,596−100.0% | Sold out |
| Argentarii, LLC | 0 | $0 | 0.00% | −1,561−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −1,557−100.0% | Sold out |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −1,525−100.0% | Sold out |
| Mitchell Capital Management Co | 0 | $0 | 0.00% | −1,498−100.0% | Sold out |
| First National Bank of Hutchinson | 0 | $0 | 0.00% | −1,498−100.0% | Sold out |
| MMBG Investment Advisors Co. | 0 | $0 | 0.00% | −1,492−100.0% | Sold out |
| Chicago Capital, LLC | 0 | $0 | 0.00% | −1,460−100.0% | Sold out |
| Integris Wealth Management, LLC | 0 | $0 | 0.00% | −1,459−100.0% | Sold out |
| TrueWealth Financial Partners | 0 | $0 | 0.00% | −1,452−100.0% | Sold out |
| PFG Advisors | 0 | $0 | 0.00% | −1,415−100.0% | Sold out |
| Cornell Pochily Investment Advisors, Inc. | 0 | $0 | 0.00% | −1,402−100.0% | Sold out |
| Roehl & Yi Investment Advisors, LLC | 0 | $0 | 0.00% | −1,389−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −1,386−100.0% | Sold out |
| Moment Partners, LLC | 0 | $0 | 0.00% | −1,365−100.0% | Sold out |
| Noesis Capital Mangement Corp | 0 | $0 | 0.00% | −1,360−100.0% | Sold out |
| Willis Johnson & Associates, Inc. | 0 | $0 | 0.00% | −1,353−100.0% | Sold out |
| Pathfinder Wealth Consulting, Inc. | 0 | $0 | 0.00% | −1,327−100.0% | Sold out |
| Patron Partners Advisors, LLC | 0 | $0 | 0.00% | −1,325−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −839−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −817−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −790−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −648−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Innovative Asset Advisors Group, LLC | 0 | $0 | 0.00% | −573−100.0% | Sold out |
| Missouri Trust & Investment Co | 0 | $0 | 0.00% | −459−100.0% | Sold out |
| Resources Management Corp | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| Wellington Grp LLC | 0 | $0 | 0.00% | −309−100.0% | Sold out |
| Global Assets Advisory, LLC | 0 | $0 | 0.00% | −295−100.0% | Sold out |
| Richardson Financial Services Inc. | 0 | $0 | 0.00% | −240−100.0% | Sold out |
| Bank of Jackson Hole Trust | 0 | $0 | 0.00% | −231−100.0% | Sold out |
| Protective Life Corp | 0 | $0 | 0.00% | −153−100.0% | Sold out |
| Intentional Wealth Strategies, LLC | 0 | $0 | 0.00% | −145−100.0% | Sold out |
| Tiaa Trust, National Association | 0 | $0 | 0.00% | −123−100.0% | Sold out |