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 |
|---|---|---|---|---|---|
| Pacific Excel Wealth Advisors, Inc. | 3,012 | $472.0K | 0.18% | +3,012 | New |
| Heritage Family Offices, LLP | 3,012 | $472.0K | 0.18% | −1,006−25.0% | Reduced |
| Sound Income Strategies, LLC | 3,034 | $475.5K | 0.02% | +2,460+428.6% | Added |
| Flagship Harbor Advisors, LLC | 3,040 | $476.4K | 0.02% | +53+1.8% | Added |
| Capital Investment Advisory Services, LLC | 3,041 | $476.5K | 0.03% | −9−0.3% | Reduced |
| TigerOak Management, L.L.C. | 3,041 | $476.6K | 0.13% | −3−0.1% | Reduced |
| Charter Trust Co | 3,042 | $476.7K | 0.03% | +50+1.7% | Added |
| Klingenstein Fields & Co LP | 3,047 | $477.5K | 0.02% | 00.0% | Unchanged |
| LaFleur & Godfrey LLC | 3,058 | $479.3K | 0.06% | −279−8.4% | Reduced |
| Meridian Wealth Management, LLC | 3,060 | $479.6K | 0.01% | −5,869−65.7% | Reduced |
| Bridgefront Capital, LLC | 3,062 | $479.9K | 0.13% | −4,342−58.6% | Reduced |
| FLC Capital Advisors | 3,066 | $480.5K | 0.08% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 3,074 | $481.8K | 0.02% | +85+2.8% | Added |
| Berkshire Bank | 3,076 | $482.1K | 0.09% | +17+0.6% | Added |
| Transamerica Financial Advisors, Inc. | 3,092 | $484.7K | 0.04% | −499−13.9% | Reduced |
| Lantern Wealth Advisors, LLC | 3,100 | $485.8K | 0.22% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 3,102 | $486.1K | 0.26% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 3,105 | $486.5K | 0.04% | +418+15.6% | Added |
| Thoroughbred Financial Services, LLC | 3,134 | $491.0K | 0.02% | +40+1.3% | Added |
| Capital Investment Advisors, LLC | 3,148 | $493.3K | 0.01% | +27+0.9% | Added |
| Tranquilli Financial Advisor LLC | 3,151 | $493.8K | 0.27% | +57+1.8% | Added |
| Boston Private Wealth LLC | 3,152 | $494.0K | 0.03% | −44−1.4% | Reduced |
| 44 Wealth Management LLC | 3,161 | $495.4K | 0.16% | −244−7.2% | Reduced |
| Traveka Wealth, LLC | 3,165 | $496.0K | 0.16% | −20−0.6% | Reduced |
| Allen Wealth Management, LLC | 3,170 | $496.8K | 0.24% | −1,200−27.5% | Reduced |
| Summit Financial Wealth Advisors, LLC | 3,173 | $497.3K | 0.06% | +6+0.2% | Added |
| Wealth Alliance | 3,181 | $498.5K | 0.04% | −67−2.1% | Reduced |
| Stokes Family Office, LLC | 3,189 | $499.8K | 0.06% | −9−0.3% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 3,192 | $500.0K | 0.02% | −300−8.6% | Reduced |
| Mitchell Sinkler & Starr | 3,193 | $500.4K | 0.21% | −150−4.5% | Reduced |
| Custom Index Systems, LLC | 3,206 | $502.4K | 0.18% | +329+11.4% | Added |
| J. M. Brown & Associates Inc. | 3,213 | $503.5K | 0.29% | +3,213 | New |
| Two Sigma Securities, LLC | 3,246 | $508.7K | 0.04% | +3,246 | New |
| King Wealth | 3,251 | $509.0K | 0.06% | +51+1.6% | Added |
| Cetera Trust Company, N.A | 3,252 | $509.7K | 0.26% | −100−3.0% | Reduced |
| Beacon Investment Advisory Services, Inc. | 3,260 | $510.9K | 0.02% | −49−1.5% | Reduced |
| Regatta Capital Group, LLC | 3,273 | $513.0K | 0.07% | −147−4.3% | Reduced |
| Mondrian Investment Partners LTD | 3,273 | $513.0K | 0.01% | +920+39.1% | Added |
| Elmwood Wealth Management, Inc. | 3,278 | $513.7K | 0.13% | +38+1.2% | Added |
| AlTi Global, Inc. | 3,280 | $514.0K | 0.01% | −434−11.7% | Reduced |
| Haven Private, LLC | 3,296 | $516.5K | 0.20% | −358−9.8% | Reduced |
| Paul Damon & Associates, Inc. | 3,309 | $518.6K | 0.20% | +364+12.4% | Added |
| Arvest Investments, Inc. | 3,314 | $519.4K | 0.06% | −70−2.1% | Reduced |
| MQS Management LLC | 3,314 | $519.4K | 0.63% | +3,314 | New |
| Latitude Advisors, LLC | 3,315 | $519.6K | 0.21% | −55−1.6% | Reduced |
| McDaniel Terry & Co | 3,325 | $521.1K | 0.04% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 3,326 | $521.3K | 0.35% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 3,331 | $522.0K | 0.07% | 00.0% | Unchanged |
| Severin Investments, LLC | 3,333 | $522.3K | 0.39% | +236+7.6% | Added |
| Range Financial Group LLC | 3,335 | $522.7K | 0.14% | +29+0.9% | Added |
| Cpwa, LLC | 3,337 | $523.0K | 0.61% | 00.0% | Unchanged |
| LCM Capital Management Inc | 3,341 | $523.6K | 0.23% | +69+2.1% | Added |
| Michels Family Financial, LLC | 3,342 | $523.8K | 0.34% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 3,364 | $527.2K | 0.13% | −62−1.8% | Reduced |
| Round Hill Asset Management | 3,392 | $531.6K | 0.33% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 3,408 | $532.1K | 0.01% | +189+5.9% | Added |
| Viewpoint Investment Partners Corp | 3,400 | $532.8K | 0.18% | 00.0% | Unchanged |
| Inscription Capital, LLC | 3,412 | $534.8K | 0.05% | +577+20.4% | Added |
| Heck Capital Advisors, LLC | 3,415 | $535.2K | 0.03% | +5+0.1% | Added |
| Verity & Verity, LLC | 3,453 | $541.2K | 0.04% | −25−0.7% | Reduced |
| Invested Advisors | 3,455 | $541.5K | 0.48% | −396−10.3% | Reduced |
| Canopy Partners, LLC | 3,458 | $541.9K | 0.16% | −21−0.6% | Reduced |
| Nwam LLC | 3,473 | $544.3K | 0.03% | −46−1.3% | Reduced |
| Burns Matteson Capital Management, LLC | 3,477 | $544.9K | 0.17% | +31+0.9% | Added |
| 55 North Private Wealth, LLC | 3,497 | $548.1K | 0.11% | +958+37.7% | Added |
| Newman Dignan & Sheerar, Inc. | 3,499 | $548.4K | 0.10% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 3,499 | $548.4K | 0.30% | 00.0% | Unchanged |
| Cherokee Insurance Co | 3,500 | $548.5K | 0.21% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 3,503 | $549.0K | 0.04% | −50−1.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 3,504 | $549.1K | 0.03% | −77−2.2% | Reduced |
| OneAscent Family Office, LLC | 3,508 | $549.8K | 0.28% | +412+13.3% | Added |
| Gallacher Capital Management LLC | 3,514 | $550.8K | 0.31% | −2,759−44.0% | Reduced |
| Journey Retirement Planning & Investment Management LLC | 3,517 | $551.2K | 0.43% | −51−1.4% | Reduced |
| CoreFirst Bank & Trust | 3,525 | $552.4K | 0.27% | +35+1.0% | Added |
| Harbour Capital Advisors, LLC | 3,599 | $554.4K | 0.10% | −55−1.5% | Reduced |
| Pinnacle Bancorp, Inc. | 3,551 | $556.5K | 0.14% | +301+9.3% | Added |
| Cohen Investment Advisors LLC | 3,555 | $557.1K | 0.25% | −80−2.2% | Reduced |
| Independent Financial Group, LLC | 3,562 | $558.2K | 0.01% | −1,463−29.1% | Reduced |
| Kanawha Capital Management LLC | 3,608 | $565.5K | 0.04% | +329+10.0% | Added |
| Tred Avon Family Wealth, LLC | 3,612 | $566.1K | 0.17% | −439−10.8% | Reduced |
| Avail Investment Partners, LLC | 3,614 | $566.4K | 0.44% | +1,240+52.2% | Added |
| Institute for Wealth Management, LLC. | 3,614 | $566.5K | 0.05% | −22−0.6% | Reduced |
| Perennial Investment Advisors, LLC | 3,638 | $570.0K | 0.04% | +20+0.6% | Added |
| Jackson Square Capital, LLC | 3,643 | $570.9K | 0.08% | +43+1.2% | Added |
| Prosperity Consulting Group, LLC | 3,684 | $577.4K | 0.02% | +851+30.0% | Added |
| Davidson Trust Co | 3,685 | $577.5K | 0.23% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 3,695 | $579.1K | 0.06% | −87−2.3% | Reduced |
| Hemenway Trust Co LLC | 3,700 | $579.9K | 0.04% | 00.0% | Unchanged |
| Grove Bank & Trust | 3,722 | $583.3K | 0.06% | −161−4.1% | Reduced |
| Acorn Creek Capital LLC | 3,727 | $584.1K | 0.20% | −93−2.4% | Reduced |
| New Republic Capital, LLC | 3,729 | $584.4K | 0.13% | +233+6.7% | Added |
| Aspen Investment Management Inc | 3,736 | $586.0K | 0.16% | 00.0% | Unchanged |
| Intergy Private Wealth, LLC | 3,740 | $586.1K | 0.14% | +343+10.1% | Added |
| ClearAlpha Technologies LP | 3,757 | $588.8K | 1.01% | +22+0.6% | Added |
| Aull & Monroe Investment Management Corp | 3,771 | $591.0K | 0.25% | 00.0% | Unchanged |
| Roxbury Financial LLC | 3,782 | $592.8K | 0.47% | +56+1.5% | Added |
| Hollow Brook Wealth Management LLC | 3,788 | $593.7K | 0.12% | 00.0% | Unchanged |
| Strategic Investment Advisors | 3,798 | $595.2K | 0.04% | −87−2.2% | Reduced |
| CV Advisors LLC | 3,800 | $595.5K | 0.11% | +3,800 | New |
| Southland Equity Partners LLC | 3,807 | $596.6K | 0.10% | +122+3.3% | Added |