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 |
|---|---|---|---|---|---|
| Scientech Research LLC | 1,315 | $206.1K | 0.17% | +1,315 | New |
| PlanVest Financial, Inc | 1,326 | $207.8K | 0.14% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 1,326 | $207.8K | 0.01% | +5+0.4% | Added |
| Octavia Wealth Advisors, LLC | 1,326 | $207.8K | 0.02% | +1,326 | New |
| Action Point Financial Planning, LLC | 1,331 | $208.0K | 0.02% | +1,331 | New |
| Urban Wealth Management, LLC | 1,329 | $208.3K | 0.18% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 1,325 | $208.6K | 0.02% | +1,325 | New |
| KPP Advisory Services LLC | 1,331 | $208.6K | 0.03% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 1,335 | $209.2K | 0.06% | −181−11.9% | Reduced |
| Warren Street Wealth Advisors, LLC | 1,340 | $210.0K | 0.05% | +7+0.5% | Added |
| GHP Investment Advisors, Inc. | 1,343 | $210.5K | 0.01% | 00.0% | Unchanged |
| Muirfield Wealth Advisors LLC | 1,353 | $212.1K | 0.14% | −18−1.3% | Reduced |
| TIAA Wealth Investment Management LLC | 1,354 | $212.2K | 0.00% | +178+15.1% | Added |
| Retirement Planning Co of New England, Inc. | 1,356 | $212.5K | 0.08% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 1,357 | $212.7K | 0.02% | +1,357 | New |
| Family Management Corp | 1,359 | $213.0K | 0.02% | −134−9.0% | Reduced |
| Cascades Capital Asset Management, LLC | 1,362 | $213.5K | 0.08% | −63−4.4% | Reduced |
| TrustBank | 1,362 | $213.5K | 0.07% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 1,400 | $213.8K | 0.01% | 00.0% | Unchanged |
| O'Keefe Stevens Advisory, Inc. | 1,373 | $215.2K | 0.04% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 1,378 | $216.0K | 0.08% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 1,383 | $216.7K | 0.01% | −12−0.9% | Reduced |
| Facet Wealth, Inc. | 1,384 | $216.9K | 0.00% | +1,384 | New |
| Lodestar Private Asset Management LLC | 1,390 | $217.8K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,390 | $217.9K | 0.02% | −46−3.2% | Reduced |
| First National Trust Co | 1,393 | $218.3K | 0.01% | +1,393 | New |
| Royal Capital Wealth Management, LLC | 1,394 | $218.5K | 0.12% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,394 | $218.5K | 0.00% | +40+3.0% | Added |
| Eagle Global Advisors LLC | 1,395 | $218.6K | 0.01% | 00.0% | Unchanged |
| Goepper Burkhardt LLC | 1,400 | $219.4K | 0.07% | −350−20.0% | Reduced |
| Lyell Wealth Management, LP | 1,405 | $220.2K | 0.01% | 00.0% | Unchanged |
| Founders Grove Wealth Partners, LLC | 1,406 | $220.3K | 0.04% | −65−4.4% | Reduced |
| Carter Financial Group, INC. | 1,406 | $220.4K | 0.11% | −1,243−46.9% | Reduced |
| Sentinus, LLC | 1,412 | $221.2K | 0.02% | +1,412 | New |
| Continuum Advisory, LLC | 1,421 | $222.7K | 0.02% | +1,421 | New |
| Gryphon Financial Partners LLC | 1,421 | $222.7K | 0.02% | +1,421 | New |
| Ledyard National Bank | 1,423 | $223.0K | 0.02% | +6+0.4% | Added |
| Bluebird Wealth Management LLC | 1,423 | $223.0K | 0.19% | +88+6.6% | Added |
| Twin Peaks Wealth Advisors, LLC | 1,427 | $223.6K | 0.05% | +184+14.8% | Added |
| Meeder Advisory Services, Inc. | 1,428 | $223.8K | 0.01% | +23+1.6% | Added |
| Hardy Reed LLC | 1,440 | $225.7K | 0.01% | −36−2.4% | Reduced |
| Professional Advisory Services Inc | 1,450 | $227.0K | 0.03% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,449 | $227.1K | 0.02% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 1,450 | $227.2K | 0.02% | −168−10.4% | Reduced |
| BBR Partners, LLC | 1,450 | $227.2K | 0.01% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 1,450 | $227.2K | 0.05% | +50+3.6% | Added |
| 71 West Capital Partners | 1,454 | $227.9K | 0.01% | +1,454 | New |
| Clarus Group, Inc. | 1,461 | $229.0K | 0.08% | 00.0% | Unchanged |
| Fiduciary Wealth Partners, LLC | 1,464 | $229.4K | 0.13% | 00.0% | Unchanged |
| PFW Advisors LLC | 1,465 | $229.6K | 0.07% | +8+0.5% | Added |
| Legacy Capital Wealth Partners, LLC | 1,465 | $229.6K | 0.04% | +124+9.2% | Added |
| Advus Financial Partners, LLC | 1,468 | $230.1K | 0.05% | 00.0% | Unchanged |
| Sig Brokerage, LP | 1,476 | $231.3K | 0.04% | +1,476 | New |
| Liberty Capital Management, Inc. | 1,480 | $231.9K | 0.04% | +1,480 | New |
| Financial Planning Navigators CORP | 1,482 | $232.3K | 0.09% | +43+3.0% | Added |
| Focused Alpha, LLC | 1,484 | $232.5K | 0.06% | +1,484 | New |
| MFA Wealth Services | 1,484 | $232.6K | 0.14% | 00.0% | Unchanged |
| Saratoga Research & Investment Management | 1,490 | $233.5K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 1,518 | $233.9K | 0.01% | +14+0.9% | Added |
| Quadrant Private Wealth Management, LLC | 1,495 | $234.3K | 0.05% | +1,495 | New |
| Essex LLC | 1,500 | $235.1K | 0.04% | −950−38.8% | Reduced |
| Nicolet Bankshares Inc | 1,500 | $235.1K | 0.01% | 00.0% | Unchanged |
| Rebalance, LLC | 1,500 | $235.1K | 0.01% | 00.0% | Unchanged |
| Causeway Capital Management LLC | 1,501 | $235.2K | 0.00% | +14+0.9% | Added |
| Bristlecone Value Partners, LLC | 1,505 | $235.9K | 0.19% | −289−16.1% | Reduced |
| WealthSpring Partners, LLC | 1,505 | $235.9K | 0.20% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 1,509 | $236.5K | 0.04% | +124+9.0% | Added |
| Consolidated Planning Corp | 1,516 | $237.6K | 0.03% | +66+4.6% | Added |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 1,549 | $239.5K | 0.13% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 1,529 | $239.6K | 0.05% | 00.0% | Unchanged |
| Armor Investment Advisors, LLC | 1,531 | $239.9K | 0.08% | −588−27.7% | Reduced |
| Portfolio Design Labs, LLC | 1,531 | $239.9K | 0.04% | 00.0% | Unchanged |
| BCS Wealth Management | 1,533 | $240.3K | 0.04% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 1,536 | $240.8K | 0.02% | −748−32.7% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1,540 | $241.3K | 0.10% | 00.0% | Unchanged |
| RVW Wealth, LLC | 1,542 | $241.7K | 0.02% | 00.0% | Unchanged |
| Tevis Investment Management | 1,546 | $242.3K | 0.13% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 1,547 | $242.4K | 0.04% | +11+0.7% | Added |
| Westmount Partners, LLC | 1,548 | $242.6K | 0.05% | +50+3.3% | Added |
| Meramec Financial Planners, LLC | 1,554 | $242.6K | 0.09% | −51−3.2% | Reduced |
| AssuredPartners Investment Advisors, LLC | 1,548 | $242.6K | 0.02% | −126−7.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 1,549 | $242.8K | 0.01% | +26+1.7% | Added |
| Leisure Capital Management | 1,549 | $242.8K | 0.08% | +155+11.1% | Added |
| JBGlobal.com LLC | 1,550 | $242.9K | 0.21% | 00.0% | Unchanged |
| Fragasso Group Inc. | 1,556 | $243.9K | 0.01% | +16+1.0% | Added |
| Palumbo Wealth Management LLC | 1,567 | $245.5K | 0.05% | +30+2.0% | Added |
| V-Square Quantitative Management LLC | 1,573 | $246.5K | 0.02% | −11,947−88.4% | Reduced |
| Jefferies Financial Group Inc. | 1,578 | $247.3K | 0.00% | +1,578 | New |
| Arlington Partners LLC | 1,579 | $247.5K | 0.45% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 1,585 | $248.4K | 0.01% | −850−34.9% | Reduced |
| Azimuth Capital Investment Management LLC | 1,598 | $250.4K | 0.01% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 1,602 | $251.1K | 0.01% | +1,602 | New |
| UMA Financial Services, Inc. | 1,603 | $251.2K | 0.03% | +12+0.8% | Added |
| Gateway Wealth Partners, LLC | 1,608 | $252.0K | 0.02% | −3,008−65.2% | Reduced |
| Fairfield Financial Advisors, LTD | 1,611 | $252.5K | 0.10% | +1,611 | New |
| Arq Wealth Advisors, LLC | 1,656 | $253.5K | 0.03% | +156+10.4% | Added |
| LVW Advisors, LLC | 1,618 | $253.6K | 0.02% | +257+18.9% | Added |
| Tritonpoint Wealth, LLC | 1,618 | $253.6K | 0.02% | +1,618 | New |
| Old Mission Investment Co LLC | 1,620 | $253.8K | 0.05% | −1−0.1% | Reduced |
| Ellsworth Advisors, LLC | 1,695 | $255.6K | 0.04% | 00.0% | Unchanged |