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 |
|---|---|---|---|---|---|
| Norden Group LLC | 2,427 | $380.4K | 0.03% | −195−7.4% | Reduced |
| Horizon Wealth Management, LLC | 2,428 | $380.6K | 0.05% | +29+1.2% | Added |
| Stonebrook Private Inc. | 2,438 | $382.1K | 0.07% | +418+20.7% | Added |
| M. Kulyk & Associates, LLC | 2,439 | $382.2K | 0.06% | −49−2.0% | Reduced |
| Van Strum & Towne Inc. | 2,447 | $383.5K | 0.10% | +75+3.2% | Added |
| Sheets Smith Wealth Management | 2,450 | $384.0K | 0.04% | 00.0% | Unchanged |
| Busey Wealth Management | 2,452 | $384.3K | 0.01% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 2,459 | $385.5K | 0.07% | −42−1.7% | Reduced |
| Summitry LLC | 2,464 | $386.2K | 0.01% | +346+16.3% | Added |
| Laraway Financial Inc | 2,467 | $386.6K | 0.23% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 2,473 | $387.6K | 0.07% | −52−2.1% | Reduced |
| Flatrock Wealth Partners LLC | 2,503 | $392.3K | 0.15% | −24−0.9% | Reduced |
| Watershed Private Wealth LLC | 2,509 | $393.2K | 0.11% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 2,511 | $393.5K | 0.04% | −25−1.0% | Reduced |
| Jacobs & Co | 2,520 | $394.0K | 0.03% | 00.0% | Unchanged |
| Norris Perne & French LLP | 2,516 | $394.3K | 0.02% | +16+0.6% | Added |
| CFS Investment Advisory Services, LLC | 2,476 | $395.9K | 0.03% | +13+0.5% | Added |
| GF Fund Management Co. Ltd. | 2,542 | $398.4K | 0.00% | 00.0% | Unchanged |
| Prairie Wealth Advisors, Inc. | 0 | $399.6K | 0.10% | 0 | New |
| Compass Ion Advisors, LLC | 2,560 | $401.2K | 0.03% | −31−1.2% | Reduced |
| Rydar Equities, Inc. | 2,630 | $403.4K | 0.23% | +2,630 | New |
| Quantum Financial Advisors, LLC | 2,574 | $403.4K | 0.04% | +10+0.4% | Added |
| Delaney Dennis R | 2,575 | $403.6K | 0.13% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 2,576 | $403.8K | 0.08% | 00.0% | Unchanged |
| Key Financial Inc | 2,592 | $406.2K | 0.07% | −67−2.5% | Reduced |
| Wimmer Associates 1, LLC | 2,594 | $406.5K | 0.18% | 00.0% | Unchanged |
| BSW Wealth Partners | 2,595 | $406.7K | 0.05% | −177−6.4% | Reduced |
| Beverly Hills Private Wealth, LLC | 2,596 | $406.8K | 0.08% | −5,275−67.0% | Reduced |
| Stegent Equity Advisors, Inc. | 2,599 | $407.3K | 0.29% | −1,744−40.2% | Reduced |
| Meridian Wealth Advisors, LLC | 2,601 | $407.6K | 0.05% | 00.0% | Unchanged |
| Intrua Financial, LLC | 2,609 | $408.9K | 0.04% | −5−0.2% | Reduced |
| MONECO Advisors, LLC | 2,613 | $409.5K | 0.03% | +44+1.7% | Added |
| Eagle Strategies LLC | 2,616 | $409.9K | 0.04% | −14−0.5% | Reduced |
| Weatherly Asset Management L. P. | 2,621 | $410.8K | 0.03% | 00.0% | Unchanged |
| Old Mission Capital LLC | 2,626 | $411.5K | 0.01% | +2,626 | New |
| Founders Financial Securities LLC | 2,628 | $411.9K | 0.02% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 2,632 | $412.5K | 0.08% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 2,643 | $414.2K | 0.02% | −1,836−41.0% | Reduced |
| Quad-Cities Investment Group, LLC | 2,643 | $414.2K | 0.15% | −32−1.2% | Reduced |
| Hilton Head Capital Partners, LLC | 2,656 | $416.2K | 0.21% | +5+0.2% | Added |
| Walter & Keenan Financial Consulting Co | 2,670 | $418.4K | 0.10% | −7−0.3% | Reduced |
| CoreCap Advisors, LLC | 2,671 | $418.6K | 0.01% | +1,074+67.3% | Added |
| Squarepoint Ops LLC | 2,676 | $419.4K | 0.00% | −11,287−80.8% | Reduced |
| Independence Wealth Advisors, LLC | 2,679 | $419.9K | 0.21% | +256+10.6% | Added |
| Gotham Asset Management, LLC | 2,683 | $420.5K | 0.00% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 2,692 | $421.9K | 0.01% | +442+19.6% | Added |
| Kapstone Financial Advisors LLC | 2,695 | $422.4K | 0.18% | 00.0% | Unchanged |
| Philadelphia Trust Co | 2,700 | $423.0K | 0.03% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 2,701 | $423.3K | 0.05% | +173+6.8% | Added |
| Roundview Capital LLC | 2,707 | $424.2K | 0.02% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 2,716 | $425.7K | 0.02% | +226+9.1% | Added |
| Northstar Group, Inc. | 2,729 | $427.7K | 0.06% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 2,733 | $428.3K | 0.02% | 00.0% | Unchanged |
| StoneX Group Inc. | 2,818 | $429.8K | 0.02% | +2,818 | New |
| Mission Financial Group, LLC | 2,762 | $432.9K | 0.36% | +2,762 | New |
| Gsa Capital Partners LLP | 2,762 | $433.0K | 0.03% | +2,762 | New |
| OneAscent Financial Services LLC | 2,770 | $434.1K | 0.02% | +200+7.8% | Added |
| High Net Worth Advisory Group LLC | 2,779 | $435.5K | 0.09% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 2,782 | $436.0K | 0.03% | 00.0% | Unchanged |
| Shelton Capital Management | 2,788 | $436.9K | 0.01% | −6,080−68.6% | Reduced |
| Ewa, LLC | 2,790 | $437.2K | 0.08% | +4+0.1% | Added |
| Flywheel Private Wealth LLC | 2,796 | $438.2K | 0.22% | 00.0% | Unchanged |
| Woodstock Corp | 2,807 | $439.9K | 0.04% | −222−7.3% | Reduced |
| Integrated Advisors Network LLC | 2,809 | $440.2K | 0.02% | −11−0.4% | Reduced |
| Summit Global Investments | 2,815 | $441.0K | 0.02% | +99+3.6% | Added |
| Rossby Financial, LCC | 2,816 | $441.3K | 0.08% | −85−2.9% | Reduced |
| Ritter Daniher Financial Advisory LLC | 2,821 | $442.0K | 0.07% | −286−9.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 2,828 | $443.2K | 0.03% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 2,837 | $444.6K | 0.04% | +330+13.2% | Added |
| Hazlett, Burt & Watson, Inc. | 2,835 | $445.0K | 0.12% | +635+28.9% | Added |
| Symmetry Partners, LLC | 2,848 | $446.4K | 0.02% | +2,848 | New |
| Wulff, Hansen & Co. | 2,850 | $446.7K | 0.34% | −15−0.5% | Reduced |
| one8zero8, LLC | 2,852 | $447.0K | 0.09% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 2,851 | $447.0K | 0.08% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2,866 | $449.2K | 0.03% | −44−1.5% | Reduced |
| Cove Private Wealth, LLC | 2,867 | $449.3K | 0.09% | +1,241+76.3% | Added |
| South Shore Capital Advisors | 2,870 | $449.9K | 0.30% | −26,933−90.4% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 2,881 | $451.5K | 0.17% | −146−4.8% | Reduced |
| SPWM Advisors LLC | 2,948 | $453.3K | 0.42% | −921−23.8% | Reduced |
| National Philanthropic Trust | 2,896 | $453.9K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 2,900 | $454.0K | 0.02% | 00.0% | Unchanged |
| SIH Partners, LLLP | 2,903 | $455.0K | 0.02% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 2,906 | $455.4K | 0.06% | 00.0% | Unchanged |
| Range Advisory, LLC | 2,911 | $456.2K | 0.05% | +2,911 | New |
| BIP Wealth, LLC | 2,929 | $459.0K | 0.01% | +915+45.4% | Added |
| Ethos Financial Group, LLC | 2,892 | $459.3K | 0.03% | −94−3.1% | Reduced |
| LRI Investments, LLC | 2,933 | $459.7K | 0.04% | 00.0% | Unchanged |
| Broderick Brian C | 2,946 | $461.7K | 0.07% | −175−5.6% | Reduced |
| Platform Technology Partners | 2,960 | $463.9K | 0.08% | −24−0.8% | Reduced |
| Robertson Stephens Wealth Management, LLC | 2,962 | $464.2K | 0.01% | −26−0.9% | Reduced |
| Apella Capital, LLC | 2,960 | $464.8K | 0.01% | +52+1.8% | Added |
| Pointe Capital Management LLC | 2,977 | $466.6K | 0.21% | 00.0% | Unchanged |
| Xxi Wealth, LLC | 2,982 | $467.3K | 0.21% | +514+20.8% | Added |
| Sanchez Gaunt Capital Management, LLC | 2,997 | $469.7K | 0.26% | +19+0.6% | Added |
| Abner Herrman & Brock LLC | 3,000 | $470.0K | 0.04% | 00.0% | Unchanged |
| Brucke Financial, Inc. | 2,999 | $470.0K | 0.21% | −1,545−34.0% | Reduced |
| Beacon Investment Advisors LLC | 3,000 | $470.2K | 0.15% | 00.0% | Unchanged |
| J Hagan Capital, Inc. | 3,010 | $471.7K | 0.22% | 00.0% | Unchanged |
| Sentry LLC | 3,010 | $471.7K | 0.13% | 00.0% | Unchanged |
| Blake Schutter Theil Wealth Advisors, LLC | 3,011 | $471.9K | 0.32% | 00.0% | Unchanged |