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 |
|---|---|---|---|---|---|
| Darwin Advisors, LLC | 114 | $18.0K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 116 | $18.2K | 0.00% | 00.0% | Unchanged |
| Mosley Wealth Management | 119 | $18.6K | 0.01% | −1−0.8% | Reduced |
| West Paces Advisors Inc. | 120 | $18.8K | 0.00% | +120 | New |
| ZRC Wealth Management, LLC | 120 | $18.8K | 0.01% | +120 | New |
| High Point Wealth Management, LLC | 123 | $19.2K | 0.02% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 123 | $19.3K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 123 | $19.3K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 138 | $21.6K | 0.01% | +48+53.3% | Added |
| Canton Hathaway, LLC | 142 | $22.3K | 0.00% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 146 | $22.9K | 0.01% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 148 | $23.2K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 149 | $23.4K | 0.00% | −14−8.6% | Reduced |
| Imprint Wealth LLC | 150 | $23.5K | 0.10% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 154 | $24.1K | 0.01% | +11+7.7% | Added |
| Westfuller Advisors, LLC | 156 | $24.4K | 0.01% | 00.0% | Unchanged |
| Copia Wealth Management | 160 | $25.1K | 0.02% | 00.0% | Unchanged |
| Highland Investment Advisors LLC | 161 | $25.2K | 0.01% | +161 | New |
| Proathlete Wealth Management LLC | 162 | $25.4K | 0.01% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 162 | $25.5K | 0.01% | +4+2.5% | Added |
| CBIZ Investment Advisory Services, LLC | 167 | $25.5K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 163 | $25.5K | 0.02% | +138+552.0% | Added |
| Fedenia Advisers LLC | 164 | $25.7K | 0.01% | +164 | New |
| Archer Investment Corp | 166 | $26.0K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 166 | $26.0K | 0.01% | +17+11.4% | Added |
| Adirondack Trust Co | 173 | $27.1K | 0.01% | −47−21.4% | Reduced |
| First United Bank Trust | 175 | $27.4K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 177 | $27.7K | 0.00% | −151−46.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 180 | $28.2K | 0.01% | +17+10.4% | Added |
| Quintet Private Bank (Europe) S.A. | 181 | $28.4K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 183 | $28.7K | 0.00% | +179+4,475.0% | Added |
| Coston, McIsaac & Partners | 186 | $29.0K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 187 | $29.3K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 190 | $29.8K | 0.00% | +55+40.7% | Added |
| Silicon Valley Capital Partners | 192 | $30.0K | 0.00% | +161+519.4% | Added |
| Boyd Watterson Asset Management LLC | 193 | $30.2K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 200 | $31.3K | 0.01% | −30−13.0% | Reduced |
| Frazier Financial Advisors, LLC | 200 | $31.3K | 0.02% | −7−3.4% | Reduced |
| Smallwood Wealth Investment Management, LLC | 200 | $31.3K | 0.01% | 00.0% | Unchanged |
| Burnham & Co LLC | 200 | $31.3K | 0.03% | +200 | New |
| Crewe Advisors LLC | 206 | $32.3K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 209 | $32.8K | 0.01% | +196+1,507.7% | Added |
| Center for Financial Planning, Inc. | 210 | $32.9K | 0.00% | 00.0% | Unchanged |
| CrossGen Wealth, LLC | 210 | $33.0K | 0.03% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 221 | $33.8K | 0.02% | 00.0% | Unchanged |
| Nexus Investment Management ULC | 220 | $34.5K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 225 | $35.3K | 0.01% | 00.0% | Unchanged |
| Bayban | 229 | $35.9K | 0.03% | 00.0% | Unchanged |
| NBH Bank | 231 | $36.2K | 0.02% | +231 | New |
| N.E.W. Advisory Services LLC | 235 | $36.8K | 0.00% | +28+13.5% | Added |
| TSFG, LLC | 233 | $37.0K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 240 | $37.6K | 0.02% | +12+5.3% | Added |
| Nalls Sherbakoff Group, LLC | 250 | $39.2K | 0.03% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 253 | $39.6K | 0.01% | −10−3.8% | Reduced |
| Bank of New Hampshire | 255 | $40.0K | 0.01% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 256 | $40.1K | 0.02% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 259 | $40.6K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 259 | $40.6K | 0.01% | −4−1.5% | Reduced |
| Medallion Wealth Advisors, LLC | 265 | $41.5K | 0.01% | −58−18.0% | Reduced |
| Maseco LLP | 275 | $43.1K | 0.00% | −148−35.0% | Reduced |
| Whipplewood Advisors, LLC | 278 | $43.6K | 0.03% | −810−74.4% | Reduced |
| Lavaca Capital LLC | 278 | $43.6K | 0.00% | +159+133.6% | Added |
| Alerus Financial NA | 281 | $44.0K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 281 | $44.0K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 288 | $45.1K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 292 | $45.8K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 292 | $45.8K | 0.01% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 296 | $46.4K | 0.02% | 00.0% | Unchanged |
| Solstein Capital, LLC | 300 | $47.0K | 0.02% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 300 | $47.0K | 0.01% | +300 | New |
| Zions Bancorporation, National Association | 318 | $49.8K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 319 | $50.0K | 0.01% | +20+6.7% | Added |
| Essential Partners LLC | 320 | $50.1K | 0.02% | −54−14.4% | Reduced |
| Cassaday & Co Wealth Management LLC | 322 | $50.4K | 0.00% | −84−20.7% | Reduced |
| Golden State Equity Partners | 330 | $51.7K | 0.14% | −2,418−88.0% | Reduced |
| Strategic Wealth Advisors LLC | 382 | $52.0K | 0.04% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 334 | $52.3K | 0.05% | +74+28.5% | Added |
| Dynamic Wealth Strategies, LLC | 338 | $53.0K | 0.03% | 00.0% | Unchanged |
| Country Trust Bank | 339 | $53.1K | 0.00% | −3−0.9% | Reduced |
| Markowski Investments | 339 | $53.2K | 0.01% | +339 | New |
| Quaker Wealth Management, LLC | 352 | $55.2K | 0.02% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 359 | $56.3K | 0.02% | +35+10.8% | Added |
| First National Bank | 362 | $56.7K | 0.02% | +362 | New |
| Midway Capital Research & Management | 363 | $56.9K | 0.05% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 365 | $57.2K | 0.01% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 370 | $58.0K | 0.04% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 381 | $59.7K | 0.01% | −298−43.9% | Reduced |
| Fourth Dimension Wealth, LLC | 400 | $62.7K | 0.02% | 00.0% | Unchanged |
| Timbuktu Capital Management, LLC | 400 | $62.7K | 0.09% | +400 | New |
| Bogart Wealth, LLC | 406 | $63.6K | 0.00% | +14+3.6% | Added |
| Entrust Financial LLC | 418 | $65.5K | 0.04% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 14,750 | $66.8K | 0.01% | +14,416+4,316.2% | Added |
| Heritage Wealth Advisors | 436 | $68.3K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 438 | $68.6K | 0.03% | −16−3.5% | Reduced |
| Harbor Asset Planning, Inc. | 441 | $69.1K | 0.05% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 446 | $70.0K | 0.00% | −57−11.3% | Reduced |
| United Financial Planning Group LLC | 450 | $70.5K | 0.04% | +450 | New |
| Hallmark Capital Management Inc | 453 | $71.0K | 0.00% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 600 | $71.4K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 457 | $71.6K | 0.05% | −90−16.5% | Reduced |