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 |
|---|---|---|---|---|---|
| Key Financial Inc | 2,592 | $406.2K | 0.07% | −67−2.5% | Reduced |
| GSB Wealth Management, LLC | 2,576 | $403.8K | 0.08% | 00.0% | Unchanged |
| Delaney Dennis R | 2,575 | $403.6K | 0.13% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 2,574 | $403.4K | 0.04% | +10+0.4% | Added |
| Rydar Equities, Inc. | 2,630 | $403.4K | 0.23% | +2,630 | New |
| Compass Ion Advisors, LLC | 2,560 | $401.2K | 0.03% | −31−1.2% | Reduced |
| Prairie Wealth Advisors, Inc. | 0 | $399.6K | 0.10% | 0 | New |
| GF Fund Management Co. Ltd. | 2,542 | $398.4K | 0.00% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 2,476 | $395.9K | 0.03% | +13+0.5% | Added |
| Norris Perne & French LLP | 2,516 | $394.3K | 0.02% | +16+0.6% | Added |
| Jacobs & Co | 2,520 | $394.0K | 0.03% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 2,511 | $393.5K | 0.04% | −25−1.0% | Reduced |
| Watershed Private Wealth LLC | 2,509 | $393.2K | 0.11% | 00.0% | Unchanged |
| Flatrock Wealth Partners LLC | 2,503 | $392.3K | 0.15% | −24−0.9% | Reduced |
| Great Diamond Partners, LLC | 2,473 | $387.6K | 0.07% | −52−2.1% | Reduced |
| Laraway Financial Inc | 2,467 | $386.6K | 0.23% | 00.0% | Unchanged |
| Summitry LLC | 2,464 | $386.2K | 0.01% | +346+16.3% | Added |
| Drive Wealth Management, LLC | 2,459 | $385.5K | 0.07% | −42−1.7% | Reduced |
| Busey Wealth Management | 2,452 | $384.3K | 0.01% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 2,450 | $384.0K | 0.04% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 2,447 | $383.5K | 0.10% | +75+3.2% | Added |
| M. Kulyk & Associates, LLC | 2,439 | $382.2K | 0.06% | −49−2.0% | Reduced |
| Stonebrook Private Inc. | 2,438 | $382.1K | 0.07% | +418+20.7% | Added |
| Horizon Wealth Management, LLC | 2,428 | $380.6K | 0.05% | +29+1.2% | Added |
| Norden Group LLC | 2,427 | $380.4K | 0.03% | −195−7.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,406 | $377.0K | 0.08% | +98+4.2% | Added |
| Aspen Grove Capital, LLC | 2,397 | $375.8K | 0.05% | +230+10.6% | Added |
| Hopwood Financial Services, Inc. | 2,395 | $375.3K | 0.22% | −10−0.4% | Reduced |
| Kornitzer Capital Management Inc | 2,390 | $374.6K | 0.01% | −15−0.6% | Reduced |
| Diversified Enterprises, LLC | 2,381 | $373.1K | 0.02% | +5+0.2% | Added |
| Nations Financial Group Inc, | 2,380 | $373.0K | 0.02% | +10+0.4% | Added |
| Argyle Capital Management Inc. | 2,375 | $372.2K | 0.11% | 00.0% | Unchanged |
| JM2 Capital Inc. | 2,374 | $372.1K | 0.26% | −207−8.0% | Reduced |
| Formidable Asset Management, LLC | 2,430 | $371.2K | 0.06% | −30−1.2% | Reduced |
| Wealthcare Advisory Partners LLC | 2,368 | $371.1K | 0.01% | −800−25.3% | Reduced |
| Claro Advisors LLC | 2,366 | $370.8K | 0.04% | +75+3.3% | Added |
| Bayesian Capital Management, LP | 2,365 | $370.6K | 0.24% | +2,365 | New |
| Sapient Capital LLC | 2,363 | $370.3K | 0.00% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 2,361 | $370.1K | 0.02% | +573+32.0% | Added |
| Cornerstone Wealth Management, LLC | 2,360 | $369.9K | 0.02% | −1,001−29.8% | Reduced |
| Chapman Financial Group, LLC | 2,355 | $369.1K | 0.25% | −282−10.7% | Reduced |
| Shoker Investment Counsel, Inc. | 2,335 | $365.9K | 0.09% | 00.0% | Unchanged |
| IFG Advisory, LLC | 2,334 | $365.8K | 0.01% | +2,334 | New |
| Oakworth Capital, Inc. | 2,335 | $365.7K | 0.02% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 2,330 | $365.2K | 0.02% | +15+0.6% | Added |
| 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 |
| Value Investment Professionals, LLC | 2,319 | $363.4K | 0.31% | 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 |
| Kendall Capital Management | 2,295 | $359.7K | 0.06% | 00.0% | Unchanged |
| Summit Wealth Group LLC | 2,287 | $358.5K | 0.03% | +617+36.9% | Added |
| Viawealth, LLC | 2,276 | $356.7K | 0.18% | −25−1.1% | Reduced |
| Outlook Wealth Advisors, LLC | 2,271 | $356.0K | 0.08% | −10.0% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 2,271 | $355.9K | 0.02% | +66+3.0% | Added |
| Atlantic Edge Private Wealth Management, LLC | 2,270 | $355.8K | 0.07% | +40+1.8% | Added |
| Financial Security Advisor, Inc. | 2,264 | $354.8K | 0.06% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 2,257 | $353.8K | 0.01% | +386+20.6% | Added |
| Tyche Wealth Partners LLC | 2,255 | $353.4K | 0.05% | 00.0% | Unchanged |
| Cooper Financial Group | 2,253 | $353.1K | 0.03% | +878+63.9% | Added |
| Vicus Capital | 2,251 | $352.8K | 0.02% | +10.0% | Added |
| Chilton Investment Co LLC | 2,250 | $352.6K | 0.01% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 2,243 | $351.5K | 0.10% | +2,243 | New |
| Keystone Financial Group | 2,238 | $350.8K | 0.02% | −42−1.8% | Reduced |
| Vann Equity Management LLC | 2,238 | $350.7K | 0.21% | +7+0.3% | Added |
| CNB Bank | 2,220 | $347.9K | 0.14% | −355−13.8% | Reduced |
| Mattern Capital Management, LLC | 2,211 | $346.5K | 0.04% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 2,210 | $346.4K | 0.02% | −286−11.5% | Reduced |
| Bruce G. Allen Investments, LLC | 2,208 | $346.0K | 0.22% | +238+12.1% | Added |
| Jackson Thornton Asset Management, LLC | 2,206 | $345.7K | 0.03% | +55+2.6% | Added |
| Wealth Dimensions Group, Ltd. | 2,204 | $345.4K | 0.06% | 00.0% | Unchanged |
| Gerald Baker Financial Group LLC | 2,194 | $343.8K | 0.10% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 2,192 | $343.5K | 0.17% | +2+0.1% | Added |
| Crestmont Private Wealth LLC | 2,188 | $342.9K | 0.10% | +231+11.8% | Added |
| Granite Group Advisors, LLC | 2,187 | $342.7K | 0.20% | +607+38.4% | Added |
| Prospect Financial Group LLC | 2,175 | $340.9K | 0.27% | +41+1.9% | Added |
| Caldwell Trust Co | 2,167 | $339.6K | 0.03% | −143−6.2% | Reduced |
| Advisors Management Group Inc | 2,167 | $339.0K | 0.06% | −10,446−82.8% | Reduced |
| Wayfinding Financial, LLC | 2,153 | $337.0K | 0.13% | +128+6.3% | Added |
| Hudock, Inc. | 2,149 | $336.9K | 0.04% | +2,149 | New |
| Liberty Wealth Management LLC | 2,205 | $336.7K | 0.04% | 00.0% | Unchanged |
| Farmers National Bank | 2,145 | $336.2K | 0.07% | 00.0% | Unchanged |
| Nixon Peabody Trust Co | 2,136 | $334.8K | 0.02% | +549+34.6% | Added |
| Kovack Advisors, Inc. | 2,160 | $334.3K | 0.02% | −25−1.1% | Reduced |
| Braun-Bostich & Associates Inc. | 2,130 | $333.8K | 0.19% | −66−3.0% | Reduced |
| Permanens Capital L.P. | 2,125 | $333.0K | 0.03% | +2,125 | New |
| Schnieders Capital Management, LLC. | 2,116 | $331.6K | 0.04% | +357+20.3% | Added |
| Howe & Rusling Inc | 2,112 | $330.9K | 0.02% | +407+23.9% | Added |
| Wealth Alliance Advisory Group, LLC | 2,100 | $329.1K | 0.05% | 00.0% | Unchanged |
| Maia Wealth LLC | 2,096 | $328.4K | 0.05% | −267−11.3% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 2,091 | $327.7K | 0.03% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 2,090 | $327.5K | 0.04% | +216+11.5% | Added |
| Ancora Advisors, LLC | 2,086 | $327.0K | 0.01% | −224−9.7% | Reduced |
| Cauble & Harre Wealth Management, Inc. | 2,085 | $326.8K | 0.26% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 2,081 | $326.1K | 1.01% | −9−0.4% | Reduced |
| Enterprise Financial Services Corp | 2,081 | $326.1K | 0.13% | −28−1.3% | Reduced |
| Merrion Investment Management Co, LLC | 2,080 | $326.0K | 0.15% | 00.0% | Unchanged |
| Paradigm Capital Management, LLC | 2,072 | $325.0K | 0.28% | −105−4.8% | Reduced |
| Dorato Capital Management | 2,104 | $324.1K | 0.22% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 2,065 | $323.6K | 0.01% | +141+7.3% | Added |