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 |
|---|---|---|---|---|---|
| AdvisorNet Financial, Inc | 469 | $73.5K | 0.00% | +198+73.1% | Added |
| Silver Grove Financial Group, Inc. | 474 | $74.3K | 0.04% | +474 | New |
| Westside Investment Management, Inc. | 484 | $75.9K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 485 | $76.0K | 0.02% | −177−26.7% | Reduced |
| Beacon Financial Strategies CORP | 489 | $76.6K | 0.04% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 501 | $76.7K | 0.01% | −1−0.2% | Reduced |
| First PREMIER Bank | 500 | $78.0K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 500 | $78.4K | 0.02% | 00.0% | Unchanged |
| Centennial Bank | 500 | $78.4K | 0.03% | 00.0% | Unchanged |
| Financial Consulate, Inc | 515 | $80.7K | 0.01% | +33+6.8% | Added |
| Hickory Point Bank & Trust | 516 | $80.9K | 0.05% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 518 | $81.1K | 0.05% | +3+0.6% | Added |
| Purpose Unlimited Inc. | 519 | $81.6K | 0.00% | −14−2.6% | Reduced |
| Parvin Asset Management, LLC | 525 | $82.3K | 0.07% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 535 | $83.8K | 0.04% | 00.0% | Unchanged |
| Costello Asset Management, INC | 538 | $84.3K | 0.03% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 550 | $86.2K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 552 | $86.5K | 0.01% | 00.0% | Unchanged |
| Trust Co | 558 | $87.5K | 0.01% | +99+21.6% | Added |
| Financial Management Professionals, Inc. | 562 | $88.1K | 0.01% | +14+2.6% | Added |
| Limestone Investment Advisors LP | 562 | $88.1K | 0.04% | +562 | New |
| TFC Financial Management | 576 | $90.3K | 0.01% | +414+255.6% | Added |
| GW&K Investment Management, LLC | 581 | $91.0K | 0.00% | −2−0.3% | Reduced |
| Ameriflex Group, Inc. | 586 | $91.8K | 0.04% | +19+3.4% | Added |
| Addison Advisors LLC | 597 | $93.6K | 0.04% | −2,535−80.9% | Reduced |
| First Financial Corp | 599 | $93.9K | 0.03% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 637 | $99.8K | 0.01% | +137+27.4% | Added |
| Lodestone Wealth Management LLC | 641 | $100.5K | 0.04% | 00.0% | Unchanged |
| Adkins Seale Capital Management LLC | 641 | $100.5K | 0.09% | 00.0% | Unchanged |
| EFG International AG | 648 | $101.6K | 0.00% | +1+0.2% | Added |
| Murphy & Mullick Capital Management Corp | 650 | $101.9K | 0.06% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 663 | $102.2K | 0.01% | −1,634−71.1% | Reduced |
| Bullock Wealth Management Group | 673 | $103.7K | 0.05% | −20−2.9% | Reduced |
| MTM Investment Management, LLC | 662 | $103.8K | 0.03% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 664 | $106.2K | 0.02% | −1,981−74.9% | Reduced |
| WealthCollab, LLC | 692 | $108.5K | 0.04% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 700 | $109.6K | 0.09% | 00.0% | Unchanged |
| 10Elms LLP | 700 | $109.7K | 0.05% | 00.0% | Unchanged |
| Evelyn Partners Group Ltd | 700 | $109.7K | 0.00% | +700 | New |
| LOM Asset Management Ltd | 720 | $112.8K | 0.03% | +245+51.6% | Added |
| High Note Wealth, LLC | 721 | $113.0K | 0.02% | −253−26.0% | Reduced |
| Golden State Wealth Management, LLC | 733 | $114.9K | 0.01% | +16+2.2% | Added |
| Washington Trust Advisors, Inc. | 736 | $115.3K | 0.01% | −1−0.1% | Reduced |
| BFSG, LLC | 739 | $115.8K | 0.01% | +39+5.6% | Added |
| IMA Wealth, Inc. | 743 | $116.4K | 0.01% | +36+5.1% | Added |
| Cape Investment Advisory, Inc. | 747 | $117.1K | 0.03% | +747 | New |
| Triumph Capital Management | 752 | $117.9K | 0.02% | +10+1.3% | Added |
| Wall Street Access Asset Management, LLC | 767 | $120.2K | 0.02% | +183+31.3% | Added |
| Abound Financial, LLC | 771 | $120.8K | 0.05% | −16−2.0% | Reduced |
| Crews Bank & Trust | 786 | $123.2K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 792 | $124.1K | 0.01% | −150−15.9% | Reduced |
| Edmond de Rothschild Holding S.A. | 800 | $125.4K | 0.00% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 790 | $126.3K | 0.15% | +200+33.9% | Added |
| CGC Financial Services, LLC | 816 | $127.9K | 0.03% | −56−6.4% | Reduced |
| CX Institutional | 844 | $132.0K | 0.00% | −3,359−79.9% | Reduced |
| City State Bank | 856 | $134.2K | 0.03% | 00.0% | Unchanged |
| Tompkins Financial Corp | 884 | $138.5K | 0.01% | +53+6.4% | Added |
| Evermay Wealth Management LLC | 884 | $138.5K | 0.01% | +258+41.2% | Added |
| Tacita Capital Inc | 885 | $138.7K | 0.08% | −315−26.3% | Reduced |
| Smithfield Trust Co | 892 | $139.0K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 903 | $141.6K | 0.02% | −769−46.0% | Reduced |
| Citizens National Bank Trust Department | 925 | $145.0K | 0.02% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 947 | $146.9K | 0.09% | +947 | New |
| Twin Tree Management, LP | 974 | $152.6K | 0.02% | +187+23.8% | Added |
| Cornerstone Financial Management LLC | 980 | $153.6K | 0.12% | +105+12.0% | Added |
| Glen Eagle Advisors, LLC | 1,001 | $156.9K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 1,040 | $160.3K | 0.01% | +234+29.0% | Added |
| Corient IA LLC | 1,030 | $161.4K | 0.15% | −2,000−66.0% | Reduced |
| WPG Advisers, LLC | 1,053 | $165.0K | 0.10% | +150+16.6% | Added |
| Barnes Dennig Private Wealth Management LLC | 1,060 | $166.1K | 0.13% | −26−2.4% | Reduced |
| McMillan Office, Inc. | 1,068 | $167.4K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 1,079 | $169.1K | 0.11% | −350−24.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,088 | $170.5K | 0.00% | −246−18.4% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 1,094 | $171.5K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,101 | $172.5K | 0.00% | −80−6.8% | Reduced |
| Strategic Wealth Partners, Ltd. | 1,133 | $177.5K | 0.01% | −125−9.9% | Reduced |
| SHP Wealth Management | 1,144 | $179.3K | 0.01% | −56−4.7% | Reduced |
| MCF Advisors LLC | 1,157 | $181.3K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,181 | $185.1K | 0.02% | −3,051−72.1% | Reduced |
| Pin Oak Investment Advisors Inc | 1,253 | $196.0K | 0.14% | +791+171.2% | Added |
| Hills Bank & Trust Co | 1,252 | $196.2K | 0.01% | −160−11.3% | Reduced |
| Monetary Management Group Inc | 1,259 | $197.3K | 0.04% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,264 | $198.1K | 0.02% | +1,264 | New |
| Southern Michigan Bank & Trust | 1,267 | $198.6K | 0.07% | 00.0% | Unchanged |
| Atwater Malick LLC | 1,278 | $200.3K | 0.04% | +1,278 | New |
| Tanager Wealth Management LLP | 1,281 | $200.8K | 0.02% | +1,281 | New |
| Madison Wealth Partners, Inc | 1,281 | $200.8K | 0.03% | +1,281 | New |
| CDKV Holdings LLC | 1,291 | $202.3K | 0.16% | 00.0% | Unchanged |
| Hoge Financial Services, LLC | 1,291 | $202.4K | 0.10% | +1,291 | New |
| American Trust Investment Advisors, LLC | 1,292 | $202.5K | 0.10% | −53−3.9% | Reduced |
| Aviance Capital Partners, LLC | 1,297 | $203.3K | 0.02% | +1,297 | New |
| Westover Capital Advisors, LLC | 1,300 | $203.7K | 0.03% | +1,300 | New |
| Cambiar Investors LLC | 1,301 | $203.9K | 0.01% | −125−8.8% | Reduced |
| Headland Capital, LLC | 1,302 | $204.0K | 0.05% | +1,302 | New |
| Dunhill Financial, LLC | 1,303 | $204.3K | 0.04% | +315+31.9% | Added |
| Inlet Private Wealth, LLC | 1,304 | $204.4K | 0.05% | +1,304 | New |
| Prestige Wealth Management Group LLC | 1,305 | $204.5K | 0.04% | 00.0% | Unchanged |
| Spectrum Planning & Advisory Services Inc. | 1,311 | $205.5K | 0.09% | +1,311 | New |
| Private Wealth Partners, LLC | 1,312 | $205.6K | 0.01% | 00.0% | Unchanged |
| SFMG, LLC | 1,314 | $205.9K | 0.01% | +1,314 | New |