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 |
|---|---|---|---|---|---|
| Palladiem, LLC | 1,996 | $312.8K | 0.30% | −185−8.5% | Reduced |
| Juncture Wealth Strategies, LLC | 1,998 | $313.1K | 0.08% | −285−12.5% | Reduced |
| Stanley-Laman Group, Ltd. | 2,000 | $313.4K | 0.03% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 2,000 | $313.4K | 0.05% | 00.0% | Unchanged |
| Gimbal Financial | 2,002 | $313.7K | 0.20% | +2,002 | New |
| Cozad Asset Management Inc | 2,007 | $314.5K | 0.02% | +40+2.0% | Added |
| Greykasell Wealth Strategies, Inc. | 2,013 | $315.5K | 0.11% | 00.0% | Unchanged |
| Parnassus Investments | 2,016 | $315.9K | 0.00% | +17+0.9% | Added |
| First County Bank | 2,022 | $316.9K | 0.15% | +8+0.4% | Added |
| Clear Wave Wealth Management LLC | 2,023 | $317.0K | 0.07% | −1,091−35.0% | Reduced |
| Pacifica Partners Inc. | 1,984 | $317.2K | 0.10% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 2,032 | $318.5K | 0.01% | −598−22.7% | Reduced |
| Dillon & Associates Inc | 2,031 | $319.0K | 0.04% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 2,037 | $319.2K | 0.01% | +347+20.5% | Added |
| Hudson Capital Management LLC | 2,040 | $319.8K | 0.08% | 00.0% | Unchanged |
| Legacy Wealth Advisors, LLC | 2,043 | $320.2K | 0.14% | +274+15.5% | Added |
| KG&L Capital Management,LLC | 2,046 | $320.6K | 0.19% | +2,046 | New |
| Vanguard Capital Wealth Advisors | 2,050 | $321.3K | 0.22% | 00.0% | Unchanged |
| F/M Investments LLC | 2,050 | $321.3K | 0.02% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 2,050 | $321.3K | 0.05% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 2,058 | $322.5K | 0.06% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 2,058 | $322.5K | 0.01% | +574+38.7% | Added |
| Elk River Wealth Management, LLC | 2,060 | $322.8K | 0.05% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 2,061 | $323.0K | 0.06% | −834−28.8% | Reduced |
| 180 Wealth Advisors, LLC | 2,061 | $323.1K | 0.03% | +33+1.6% | Added |
| BKD Wealth Advisors, LLC | 2,065 | $323.6K | 0.01% | +141+7.3% | Added |
| Dorato Capital Management | 2,104 | $324.1K | 0.22% | 00.0% | Unchanged |
| Paradigm Capital Management, LLC | 2,072 | $325.0K | 0.28% | −105−4.8% | Reduced |
| Merrion Investment Management Co, LLC | 2,080 | $326.0K | 0.15% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 2,081 | $326.1K | 0.13% | −28−1.3% | Reduced |
| Dakota Community Bank & Trust NA | 2,081 | $326.1K | 1.01% | −9−0.4% | Reduced |
| Cauble & Harre Wealth Management, Inc. | 2,085 | $326.8K | 0.26% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 2,086 | $327.0K | 0.01% | −224−9.7% | Reduced |
| Mirador Capital Partners LP | 2,090 | $327.5K | 0.04% | +216+11.5% | Added |
| Steigerwald, Gordon & Koch Inc. | 2,091 | $327.7K | 0.03% | 00.0% | Unchanged |
| Maia Wealth LLC | 2,096 | $328.4K | 0.05% | −267−11.3% | Reduced |
| Wealth Alliance Advisory Group, LLC | 2,100 | $329.1K | 0.05% | 00.0% | Unchanged |
| Howe & Rusling Inc | 2,112 | $330.9K | 0.02% | +407+23.9% | Added |
| Schnieders Capital Management, LLC. | 2,116 | $331.6K | 0.04% | +357+20.3% | Added |
| Permanens Capital L.P. | 2,125 | $333.0K | 0.03% | +2,125 | New |
| Braun-Bostich & Associates Inc. | 2,130 | $333.8K | 0.19% | −66−3.0% | Reduced |
| Kovack Advisors, Inc. | 2,160 | $334.3K | 0.02% | −25−1.1% | Reduced |
| Nixon Peabody Trust Co | 2,136 | $334.8K | 0.02% | +549+34.6% | Added |
| Farmers National Bank | 2,145 | $336.2K | 0.07% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 2,205 | $336.7K | 0.04% | 00.0% | Unchanged |
| Hudock, Inc. | 2,149 | $336.9K | 0.04% | +2,149 | New |
| Wayfinding Financial, LLC | 2,153 | $337.0K | 0.13% | +128+6.3% | Added |
| Advisors Management Group Inc | 2,167 | $339.0K | 0.06% | −10,446−82.8% | Reduced |
| Caldwell Trust Co | 2,167 | $339.6K | 0.03% | −143−6.2% | Reduced |
| Prospect Financial Group LLC | 2,175 | $340.9K | 0.27% | +41+1.9% | Added |
| Granite Group Advisors, LLC | 2,187 | $342.7K | 0.20% | +607+38.4% | Added |
| Crestmont Private Wealth LLC | 2,188 | $342.9K | 0.10% | +231+11.8% | Added |
| Tower Wealth Partners, Inc. | 2,192 | $343.5K | 0.17% | +2+0.1% | Added |
| Gerald Baker Financial Group LLC | 2,194 | $343.8K | 0.10% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 2,204 | $345.4K | 0.06% | 00.0% | Unchanged |
| Jackson Thornton Asset Management, LLC | 2,206 | $345.7K | 0.03% | +55+2.6% | Added |
| Bruce G. Allen Investments, LLC | 2,208 | $346.0K | 0.22% | +238+12.1% | Added |
| BCJ Capital Management, LLC | 2,210 | $346.4K | 0.02% | −286−11.5% | Reduced |
| Mattern Capital Management, LLC | 2,211 | $346.5K | 0.04% | 00.0% | Unchanged |
| CNB Bank | 2,220 | $347.9K | 0.14% | −355−13.8% | Reduced |
| Vann Equity Management LLC | 2,238 | $350.7K | 0.21% | +7+0.3% | Added |
| Keystone Financial Group | 2,238 | $350.8K | 0.02% | −42−1.8% | Reduced |
| Aigen Investment Management, LP | 2,243 | $351.5K | 0.10% | +2,243 | New |
| Chilton Investment Co LLC | 2,250 | $352.6K | 0.01% | 00.0% | Unchanged |
| Vicus Capital | 2,251 | $352.8K | 0.02% | +10.0% | Added |
| Cooper Financial Group | 2,253 | $353.1K | 0.03% | +878+63.9% | Added |
| Tyche Wealth Partners LLC | 2,255 | $353.4K | 0.05% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 2,257 | $353.8K | 0.01% | +386+20.6% | Added |
| Financial Security Advisor, Inc. | 2,264 | $354.8K | 0.06% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 2,270 | $355.8K | 0.07% | +40+1.8% | Added |
| Texas Capital Bank Wealth Management Services Inc | 2,271 | $355.9K | 0.02% | +66+3.0% | Added |
| Outlook Wealth Advisors, LLC | 2,271 | $356.0K | 0.08% | −10.0% | Reduced |
| Viawealth, LLC | 2,276 | $356.7K | 0.18% | −25−1.1% | Reduced |
| Summit Wealth Group LLC | 2,287 | $358.5K | 0.03% | +617+36.9% | Added |
| Kendall Capital Management | 2,295 | $359.7K | 0.06% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 2,300 | $360.5K | 0.06% | 00.0% | Unchanged |
| RiverGlades Family Offices LLC | 2,300 | $360.5K | 0.17% | 00.0% | Unchanged |
| Value Investment Professionals, LLC | 2,319 | $363.4K | 0.31% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 2,326 | $364.5K | 0.11% | 00.0% | Unchanged |
| Everpar Advisors LLC | 2,326 | $364.5K | 0.10% | +203+9.6% | Added |
| Koshinski Asset Management, Inc. | 2,330 | $365.2K | 0.02% | +15+0.6% | Added |
| Oakworth Capital, Inc. | 2,335 | $365.7K | 0.02% | 00.0% | Unchanged |
| IFG Advisory, LLC | 2,334 | $365.8K | 0.01% | +2,334 | New |
| Shoker Investment Counsel, Inc. | 2,335 | $365.9K | 0.09% | 00.0% | Unchanged |
| Chapman Financial Group, LLC | 2,355 | $369.1K | 0.25% | −282−10.7% | Reduced |
| Cornerstone Wealth Management, LLC | 2,360 | $369.9K | 0.02% | −1,001−29.8% | Reduced |
| Soltis Investment Advisors LLC | 2,361 | $370.1K | 0.02% | +573+32.0% | Added |
| Sapient Capital LLC | 2,363 | $370.3K | 0.00% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 2,365 | $370.6K | 0.24% | +2,365 | New |
| Claro Advisors LLC | 2,366 | $370.8K | 0.04% | +75+3.3% | Added |
| Wealthcare Advisory Partners LLC | 2,368 | $371.1K | 0.01% | −800−25.3% | Reduced |
| Formidable Asset Management, LLC | 2,430 | $371.2K | 0.06% | −30−1.2% | Reduced |
| JM2 Capital Inc. | 2,374 | $372.1K | 0.26% | −207−8.0% | Reduced |
| Argyle Capital Management Inc. | 2,375 | $372.2K | 0.11% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 2,380 | $373.0K | 0.02% | +10+0.4% | Added |
| Diversified Enterprises, LLC | 2,381 | $373.1K | 0.02% | +5+0.2% | Added |
| Kornitzer Capital Management Inc | 2,390 | $374.6K | 0.01% | −15−0.6% | Reduced |
| Hopwood Financial Services, Inc. | 2,395 | $375.3K | 0.22% | −10−0.4% | Reduced |
| Aspen Grove Capital, LLC | 2,397 | $375.8K | 0.05% | +230+10.6% | Added |
| Cary Street Partner Investment Advisory LLC | 2,406 | $377.0K | 0.08% | +98+4.2% | Added |