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 |
|---|---|---|---|---|---|
| Mattern Wealth Management LLC | 1,633 | $255.9K | 0.04% | +33+2.1% | Added |
| Adelphi Trust Co | 1,633 | $255.9K | 0.17% | +233+16.6% | Added |
| TownSquare Capital, LLC | 1,638 | $256.7K | 0.05% | +81+5.2% | Added |
| S Harris Financial Group, LLC | 1,640 | $257.1K | 0.20% | −66−3.9% | Reduced |
| Harbor Investment Advisory, LLC | 1,646 | $258.0K | 0.02% | 00.0% | Unchanged |
| Courier Capital LLC | 1,648 | $258.3K | 0.01% | 00.0% | Unchanged |
| Fortis Capital Management LLC | 1,665 | $260.9K | 0.03% | +1,665 | New |
| Benchmark Financial Wealth Advisors, LLC | 1,667 | $261.2K | 0.06% | −2−0.1% | Reduced |
| Lexington Hill Partners, LLC | 1,670 | $261.7K | 0.13% | −146−8.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 1,674 | $262.3K | 0.06% | −13−0.8% | Reduced |
| Rockland Trust Co | 1,677 | $262.8K | 0.01% | −151−8.3% | Reduced |
| Post Resch Tallon Group Inc. | 1,681 | $263.4K | 0.18% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 1,681 | $263.4K | 0.16% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 1,689 | $264.7K | 0.01% | −8−0.5% | Reduced |
| Union Savings Bank | 1,691 | $265.0K | 0.11% | 00.0% | Unchanged |
| Glenview Trust Co | 1,691 | $265.0K | 0.00% | +62+3.8% | Added |
| Houlihan Financial Resource Group, Ltd. | 1,700 | $266.4K | 0.09% | 00.0% | Unchanged |
| Walter Public Investments Inc. | 1,700 | $266.4K | 0.06% | +1,700 | New |
| Peoples Financial Services Corp. | 1,703 | $266.9K | 0.12% | −33−1.9% | Reduced |
| Argent Advisors, Inc. | 1,705 | $267.2K | 0.07% | 00.0% | Unchanged |
| Lynx Investment Advisory | 1,709 | $267.8K | 0.09% | +1,709 | New |
| Bravera Wealth | 1,710 | $268.0K | 0.10% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,715 | $268.8K | 0.01% | +102+6.3% | Added |
| Anchor Capital Advisors LLC | 1,718 | $269.2K | 0.01% | 00.0% | Unchanged |
| Bank of Hawaii | 1,720 | $269.6K | 0.01% | +1,720 | New |
| Retirement Planning Group | 1,723 | $270.0K | 0.01% | +13+0.8% | Added |
| Founders Financial Alliance, LLC | 1,726 | $270.5K | 0.04% | −800−31.7% | Reduced |
| Montecito Bank & Trust | 1,728 | $270.8K | 0.04% | +1,728 | New |
| Stiles Financial Services Inc | 1,729 | $270.9K | 0.07% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,730 | $271.2K | 0.01% | +281+19.4% | Added |
| Hurlow Wealth Management Group, Inc. | 1,735 | $271.9K | 0.06% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 1,737 | $272.2K | 0.02% | 00.0% | Unchanged |
| American Trust | 1,745 | $273.5K | 0.02% | +423+32.0% | Added |
| Leith Wheeler Investment Counsel Ltd. | 1,745 | $273.5K | 0.02% | +300+20.8% | Added |
| Marietta Wealth Management, LLC | 1,753 | $274.7K | 0.03% | −33−1.8% | Reduced |
| Plimoth Trust Co LLC | 1,762 | $276.1K | 0.06% | −40−2.2% | Reduced |
| Atlas Legacy Advisors, LLC | 1,788 | $276.3K | 0.04% | +1,788 | New |
| Financial Perspectives, Inc | 1,774 | $278.0K | 0.07% | 00.0% | Unchanged |
| American National Bank | 1,786 | $279.9K | 0.02% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1,799 | $281.9K | 0.04% | +1,799 | New |
| Paradigm Asset Management Co LLC | 1,800 | $282.1K | 0.06% | +172+10.6% | Added |
| Moody National Bank Trust Division | 1,802 | $282.4K | 0.02% | +72+4.2% | Added |
| Rosenberg Matthew Hamilton | 1,803 | $282.6K | 0.05% | +461+34.4% | Added |
| Fulcrum Equity Management | 1,805 | $282.9K | 0.23% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 1,807 | $283.2K | 0.03% | +329+22.3% | Added |
| Entelevest, LLC | 1,810 | $283.7K | 0.25% | +1,810 | New |
| Pallas Capital Advisors LLC | 1,811 | $283.8K | 0.01% | +327+22.0% | Added |
| First Nebraska Trust Co | 1,812 | $284.0K | 0.02% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 1,819 | $285.1K | 0.02% | +1,819 | New |
| Fire Capital Management LLC | 1,819 | $285.1K | 0.12% | +1,819 | New |
| Brown Financial Advisors | 1,821 | $285.4K | 0.10% | −7−0.4% | Reduced |
| FSM Wealth Advisors, LLC | 1,824 | $285.9K | 0.03% | +135+8.0% | Added |
| Trace Wealth Advisors, LLC | 1,825 | $286.0K | 0.19% | 00.0% | Unchanged |
| Welch Financial Planning, LLC | 1,825 | $286.0K | 0.17% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,827 | $286.3K | 0.09% | −135−6.9% | Reduced |
| Excalibur Management Corp | 1,828 | $286.5K | 0.09% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 1,830 | $286.9K | 0.11% | +236+14.8% | Added |
| Astoria Portfolio Advisors LLC. | 1,831 | $286.9K | 0.05% | +1,831 | New |
| Van Diest Capital, LLC | 1,832 | $287.2K | 0.26% | −349−16.0% | Reduced |
| SJS Investment Consulting Inc. | 1,839 | $288.2K | 0.03% | +147+8.7% | Added |
| Empower Advisory Group, LLC | 1,842 | $288.7K | 0.00% | −58−3.1% | Reduced |
| ORG Wealth Partners, LLC | 1,853 | $290.4K | 0.04% | +4+0.2% | Added |
| Ponta Wealth Partners, LLC | 1,861 | $291.7K | 0.16% | 00.0% | Unchanged |
| Cura Wealth Advisors, LLC | 1,863 | $292.0K | 0.12% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 1,866 | $292.4K | 0.01% | +153+8.9% | Added |
| Smith, Moore & Co. | 1,870 | $293.1K | 0.02% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 1,875 | $293.9K | 0.04% | 00.0% | Unchanged |
| Nolet Wealth Management, LLC | 1,880 | $294.6K | 0.16% | +213+12.8% | Added |
| Narus Financial Partners, LLC | 1,889 | $296.0K | 0.08% | +50+2.7% | Added |
| Mattson Financial Services, LLC | 1,941 | $296.4K | 0.06% | +46+2.4% | Added |
| SageView Advisory Group, LLC | 1,894 | $296.9K | 0.01% | −110−5.5% | Reduced |
| Avalon Trust Co | 1,900 | $297.8K | 0.02% | +400+26.7% | Added |
| Steel Peak Wealth Management LLC | 1,901 | $297.9K | 0.01% | +95+5.3% | Added |
| Quotient Wealth Partners, LLC | 1,901 | $297.9K | 0.01% | +318+20.1% | Added |
| Eagle Harbor Asset Management Inc | 1,905 | $298.6K | 0.24% | −97−4.8% | Reduced |
| Community Bank, N.A. | 1,906 | $298.7K | 0.03% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,910 | $299.3K | 0.04% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 1,949 | $299.5K | 0.02% | +160+8.9% | Added |
| Clearbridge Investments, LLC | 1,917 | $300.4K | 0.00% | +309+19.2% | Added |
| Confluence Wealth Services, Inc. | 1,925 | $301.7K | 0.01% | +1,925 | New |
| Hummer Financial Advisory Services Inc | 1,926 | $301.8K | 0.20% | 00.0% | Unchanged |
| August Group Capital Ltd | 1,929 | $302.2K | 0.33% | −41−2.1% | Reduced |
| Avestar Capital, LLC | 1,929 | $302.3K | 0.02% | +1,929 | New |
| Commonwealth Retirement Investments LLC | 1,931 | $302.6K | 0.08% | 00.0% | Unchanged |
| South Street Advisors LLC | 1,934 | $303.1K | 0.04% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 1,936 | $303.4K | 0.07% | +1,936 | New |
| Livet Wealth, LLC | 1,946 | $305.0K | 0.18% | −106−5.2% | Reduced |
| Meyer Handelman Co | 1,948 | $305.3K | 0.01% | −372−16.0% | Reduced |
| Cypress Wealth Services, LLC | 1,948 | $305.3K | 0.04% | −151−7.2% | Reduced |
| EJMK Ventures LLC | 1,948 | $305.3K | 0.14% | +1,948 | New |
| Capital Advisors Inc | 1,953 | $306.0K | 0.00% | +316+19.3% | Added |
| Hilltop National Bank | 1,960 | $307.2K | 0.07% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 1,962 | $307.5K | 0.06% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 1,962 | $307.5K | 0.05% | −937−32.3% | Reduced |
| Syverson Strege & Co | 1,964 | $307.8K | 0.07% | −9−0.5% | Reduced |
| Cornerstone Advisory, LLC | 1,974 | $309.4K | 0.03% | −56−2.8% | Reduced |
| Spinnaker Trust | 1,974 | $309.4K | 0.02% | +15+0.8% | Added |
| Stirlingshire Investments, Inc. | 1,979 | $310.1K | 0.23% | +326+19.7% | Added |
| Hall Capital Management Co Inc | 1,985 | $311.1K | 0.10% | 00.0% | Unchanged |
| Greenup Street Wealth Management LLC | 1,993 | $312.3K | 0.04% | −383−16.1% | Reduced |