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 |
|---|---|---|---|---|---|
| Allen Wealth Management, LLC | 3,170 | $496.8K | 0.24% | −1,200−27.5% | Reduced |
| Traveka Wealth, LLC | 3,165 | $496.0K | 0.16% | −20−0.6% | Reduced |
| 44 Wealth Management LLC | 3,161 | $495.4K | 0.16% | −244−7.2% | Reduced |
| Boston Private Wealth LLC | 3,152 | $494.0K | 0.03% | −44−1.4% | Reduced |
| Tranquilli Financial Advisor LLC | 3,151 | $493.8K | 0.27% | +57+1.8% | Added |
| Capital Investment Advisors, LLC | 3,148 | $493.3K | 0.01% | +27+0.9% | Added |
| Thoroughbred Financial Services, LLC | 3,134 | $491.0K | 0.02% | +40+1.3% | Added |
| Advyzon Investment Management, LLC | 3,105 | $486.5K | 0.04% | +418+15.6% | Added |
| Millstone Evans Group, LLC | 3,102 | $486.1K | 0.26% | 00.0% | Unchanged |
| Lantern Wealth Advisors, LLC | 3,100 | $485.8K | 0.22% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 3,092 | $484.7K | 0.04% | −499−13.9% | Reduced |
| Berkshire Bank | 3,076 | $482.1K | 0.09% | +17+0.6% | Added |
| Western Wealth Management, LLC | 3,074 | $481.8K | 0.02% | +85+2.8% | Added |
| FLC Capital Advisors | 3,066 | $480.5K | 0.08% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 3,062 | $479.9K | 0.13% | −4,342−58.6% | Reduced |
| Meridian Wealth Management, LLC | 3,060 | $479.6K | 0.01% | −5,869−65.7% | Reduced |
| LaFleur & Godfrey LLC | 3,058 | $479.3K | 0.06% | −279−8.4% | Reduced |
| Klingenstein Fields & Co LP | 3,047 | $477.5K | 0.02% | 00.0% | Unchanged |
| Charter Trust Co | 3,042 | $476.7K | 0.03% | +50+1.7% | Added |
| TigerOak Management, L.L.C. | 3,041 | $476.6K | 0.13% | −3−0.1% | Reduced |
| Capital Investment Advisory Services, LLC | 3,041 | $476.5K | 0.03% | −9−0.3% | Reduced |
| Flagship Harbor Advisors, LLC | 3,040 | $476.4K | 0.02% | +53+1.8% | Added |
| Sound Income Strategies, LLC | 3,034 | $475.5K | 0.02% | +2,460+428.6% | Added |
| Heritage Family Offices, LLP | 3,012 | $472.0K | 0.18% | −1,006−25.0% | Reduced |
| Pacific Excel Wealth Advisors, Inc. | 3,012 | $472.0K | 0.18% | +3,012 | New |
| Blake Schutter Theil Wealth Advisors, LLC | 3,011 | $471.9K | 0.32% | 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 |
| Beacon Investment Advisors LLC | 3,000 | $470.2K | 0.15% | 00.0% | Unchanged |
| Brucke Financial, Inc. | 2,999 | $470.0K | 0.21% | −1,545−34.0% | Reduced |
| Abner Herrman & Brock LLC | 3,000 | $470.0K | 0.04% | 00.0% | Unchanged |
| Sanchez Gaunt Capital Management, LLC | 2,997 | $469.7K | 0.26% | +19+0.6% | Added |
| Xxi Wealth, LLC | 2,982 | $467.3K | 0.21% | +514+20.8% | Added |
| Pointe Capital Management LLC | 2,977 | $466.6K | 0.21% | 00.0% | Unchanged |
| Apella Capital, LLC | 2,960 | $464.8K | 0.01% | +52+1.8% | Added |
| Robertson Stephens Wealth Management, LLC | 2,962 | $464.2K | 0.01% | −26−0.9% | Reduced |
| Platform Technology Partners | 2,960 | $463.9K | 0.08% | −24−0.8% | Reduced |
| Broderick Brian C | 2,946 | $461.7K | 0.07% | −175−5.6% | Reduced |
| LRI Investments, LLC | 2,933 | $459.7K | 0.04% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 2,892 | $459.3K | 0.03% | −94−3.1% | Reduced |
| BIP Wealth, LLC | 2,929 | $459.0K | 0.01% | +915+45.4% | Added |
| Range Advisory, LLC | 2,911 | $456.2K | 0.05% | +2,911 | New |
| Canal Capital Management, LLC | 2,906 | $455.4K | 0.06% | 00.0% | Unchanged |
| SIH Partners, LLLP | 2,903 | $455.0K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 2,900 | $454.0K | 0.02% | 00.0% | Unchanged |
| National Philanthropic Trust | 2,896 | $453.9K | 0.01% | 00.0% | Unchanged |
| SPWM Advisors LLC | 2,948 | $453.3K | 0.42% | −921−23.8% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 2,881 | $451.5K | 0.17% | −146−4.8% | Reduced |
| South Shore Capital Advisors | 2,870 | $449.9K | 0.30% | −26,933−90.4% | Reduced |
| Cove Private Wealth, LLC | 2,867 | $449.3K | 0.09% | +1,241+76.3% | Added |
| NBC Securities, Inc. | 2,866 | $449.2K | 0.03% | −44−1.5% | Reduced |
| Community Bank & Trust, Waco, Texas | 2,851 | $447.0K | 0.08% | 00.0% | Unchanged |
| one8zero8, LLC | 2,852 | $447.0K | 0.09% | 00.0% | Unchanged |
| Wulff, Hansen & Co. | 2,850 | $446.7K | 0.34% | −15−0.5% | Reduced |
| Symmetry Partners, LLC | 2,848 | $446.4K | 0.02% | +2,848 | New |
| Hazlett, Burt & Watson, Inc. | 2,835 | $445.0K | 0.12% | +635+28.9% | Added |
| Legacy Advisors, LLC | 2,837 | $444.6K | 0.04% | +330+13.2% | Added |
| Sound View Wealth Advisors Group, LLC | 2,828 | $443.2K | 0.03% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 2,821 | $442.0K | 0.07% | −286−9.2% | Reduced |
| Rossby Financial, LCC | 2,816 | $441.3K | 0.08% | −85−2.9% | Reduced |
| Summit Global Investments | 2,815 | $441.0K | 0.02% | +99+3.6% | Added |
| Integrated Advisors Network LLC | 2,809 | $440.2K | 0.02% | −11−0.4% | Reduced |
| Woodstock Corp | 2,807 | $439.9K | 0.04% | −222−7.3% | Reduced |
| Flywheel Private Wealth LLC | 2,796 | $438.2K | 0.22% | 00.0% | Unchanged |
| Ewa, LLC | 2,790 | $437.2K | 0.08% | +4+0.1% | Added |
| Shelton Capital Management | 2,788 | $436.9K | 0.01% | −6,080−68.6% | Reduced |
| Magnus Financial Group LLC | 2,782 | $436.0K | 0.03% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 2,779 | $435.5K | 0.09% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 2,770 | $434.1K | 0.02% | +200+7.8% | Added |
| Gsa Capital Partners LLP | 2,762 | $433.0K | 0.03% | +2,762 | New |
| Mission Financial Group, LLC | 2,762 | $432.9K | 0.36% | +2,762 | New |
| StoneX Group Inc. | 2,818 | $429.8K | 0.02% | +2,818 | New |
| Guardian Wealth Advisors, LLC | 2,733 | $428.3K | 0.02% | 00.0% | Unchanged |
| Northstar Group, Inc. | 2,729 | $427.7K | 0.06% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 2,716 | $425.7K | 0.02% | +226+9.1% | Added |
| Roundview Capital LLC | 2,707 | $424.2K | 0.02% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 2,701 | $423.3K | 0.05% | +173+6.8% | Added |
| Philadelphia Trust Co | 2,700 | $423.0K | 0.03% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 2,695 | $422.4K | 0.18% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 2,692 | $421.9K | 0.01% | +442+19.6% | Added |
| Gotham Asset Management, LLC | 2,683 | $420.5K | 0.00% | 00.0% | Unchanged |
| Independence Wealth Advisors, LLC | 2,679 | $419.9K | 0.21% | +256+10.6% | Added |
| Squarepoint Ops LLC | 2,676 | $419.4K | 0.00% | −11,287−80.8% | Reduced |
| CoreCap Advisors, LLC | 2,671 | $418.6K | 0.01% | +1,074+67.3% | Added |
| Walter & Keenan Financial Consulting Co | 2,670 | $418.4K | 0.10% | −7−0.3% | Reduced |
| Hilton Head Capital Partners, LLC | 2,656 | $416.2K | 0.21% | +5+0.2% | Added |
| Quad-Cities Investment Group, LLC | 2,643 | $414.2K | 0.15% | −32−1.2% | Reduced |
| Icon Wealth Advisors, LLC | 2,643 | $414.2K | 0.02% | −1,836−41.0% | Reduced |
| Peddock Capital Advisors, LLC | 2,632 | $412.5K | 0.08% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 2,628 | $411.9K | 0.02% | 00.0% | Unchanged |
| Old Mission Capital LLC | 2,626 | $411.5K | 0.01% | +2,626 | New |
| Weatherly Asset Management L. P. | 2,621 | $410.8K | 0.03% | 00.0% | Unchanged |
| Eagle Strategies LLC | 2,616 | $409.9K | 0.04% | −14−0.5% | Reduced |
| MONECO Advisors, LLC | 2,613 | $409.5K | 0.03% | +44+1.7% | Added |
| Intrua Financial, LLC | 2,609 | $408.9K | 0.04% | −5−0.2% | Reduced |
| Meridian Wealth Advisors, LLC | 2,601 | $407.6K | 0.05% | 00.0% | Unchanged |
| Stegent Equity Advisors, Inc. | 2,599 | $407.3K | 0.29% | −1,744−40.2% | Reduced |
| Beverly Hills Private Wealth, LLC | 2,596 | $406.8K | 0.08% | −5,275−67.0% | Reduced |
| BSW Wealth Partners | 2,595 | $406.7K | 0.05% | −177−6.4% | Reduced |
| Wimmer Associates 1, LLC | 2,594 | $406.5K | 0.18% | 00.0% | Unchanged |