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 |
|---|---|---|---|---|---|
| 180 Wealth Advisors, LLC | 2,061 | $323.1K | 0.03% | +33+1.6% | Added |
| Alliance Wealth Advisors, LLC | 2,061 | $323.0K | 0.06% | −834−28.8% | Reduced |
| Elk River Wealth Management, LLC | 2,060 | $322.8K | 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 |
| 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 |
| KG&L Capital Management,LLC | 2,046 | $320.6K | 0.19% | +2,046 | New |
| Legacy Wealth Advisors, LLC | 2,043 | $320.2K | 0.14% | +274+15.5% | Added |
| Hudson Capital Management LLC | 2,040 | $319.8K | 0.08% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 2,037 | $319.2K | 0.01% | +347+20.5% | Added |
| Dillon & Associates Inc | 2,031 | $319.0K | 0.04% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 2,032 | $318.5K | 0.01% | −598−22.7% | Reduced |
| Pacifica Partners Inc. | 1,984 | $317.2K | 0.10% | 00.0% | Unchanged |
| Clear Wave Wealth Management LLC | 2,023 | $317.0K | 0.07% | −1,091−35.0% | Reduced |
| First County Bank | 2,022 | $316.9K | 0.15% | +8+0.4% | Added |
| Parnassus Investments | 2,016 | $315.9K | 0.00% | +17+0.9% | Added |
| Greykasell Wealth Strategies, Inc. | 2,013 | $315.5K | 0.11% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 2,007 | $314.5K | 0.02% | +40+2.0% | Added |
| Gimbal Financial | 2,002 | $313.7K | 0.20% | +2,002 | New |
| 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 |
| Juncture Wealth Strategies, LLC | 1,998 | $313.1K | 0.08% | −285−12.5% | Reduced |
| Palladiem, LLC | 1,996 | $312.8K | 0.30% | −185−8.5% | Reduced |
| Greenup Street Wealth Management LLC | 1,993 | $312.3K | 0.04% | −383−16.1% | Reduced |
| Hall Capital Management Co Inc | 1,985 | $311.1K | 0.10% | 00.0% | Unchanged |
| Stirlingshire Investments, Inc. | 1,979 | $310.1K | 0.23% | +326+19.7% | Added |
| Cornerstone Advisory, LLC | 1,974 | $309.4K | 0.03% | −56−2.8% | Reduced |
| Spinnaker Trust | 1,974 | $309.4K | 0.02% | +15+0.8% | Added |
| Syverson Strege & Co | 1,964 | $307.8K | 0.07% | −9−0.5% | Reduced |
| Intellectus Partners, LLC | 1,962 | $307.5K | 0.05% | −937−32.3% | Reduced |
| Barry Investment Advisors, LLC | 1,962 | $307.5K | 0.06% | 00.0% | Unchanged |
| Hilltop National Bank | 1,960 | $307.2K | 0.07% | 00.0% | Unchanged |
| Capital Advisors Inc | 1,953 | $306.0K | 0.00% | +316+19.3% | Added |
| Meyer Handelman Co | 1,948 | $305.3K | 0.01% | −372−16.0% | Reduced |
| Cypress Wealth Services, LLC | 1,948 | $305.3K | 0.04% | −151−7.2% | Reduced |
| EJMK Ventures LLC | 1,948 | $305.3K | 0.14% | +1,948 | New |
| Livet Wealth, LLC | 1,946 | $305.0K | 0.18% | −106−5.2% | Reduced |
| EntryPoint Capital, LLC | 1,936 | $303.4K | 0.07% | +1,936 | New |
| South Street Advisors LLC | 1,934 | $303.1K | 0.04% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 1,931 | $302.6K | 0.08% | 00.0% | Unchanged |
| Avestar Capital, LLC | 1,929 | $302.3K | 0.02% | +1,929 | New |
| August Group Capital Ltd | 1,929 | $302.2K | 0.33% | −41−2.1% | Reduced |
| Hummer Financial Advisory Services Inc | 1,926 | $301.8K | 0.20% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 1,925 | $301.7K | 0.01% | +1,925 | New |
| Clearbridge Investments, LLC | 1,917 | $300.4K | 0.00% | +309+19.2% | Added |
| Triad Wealth Partners, LLC | 1,949 | $299.5K | 0.02% | +160+8.9% | Added |
| Manchester Capital Management LLC | 1,910 | $299.3K | 0.04% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,906 | $298.7K | 0.03% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 1,905 | $298.6K | 0.24% | −97−4.8% | Reduced |
| Quotient Wealth Partners, LLC | 1,901 | $297.9K | 0.01% | +318+20.1% | Added |
| Steel Peak Wealth Management LLC | 1,901 | $297.9K | 0.01% | +95+5.3% | Added |
| Avalon Trust Co | 1,900 | $297.8K | 0.02% | +400+26.7% | Added |
| SageView Advisory Group, LLC | 1,894 | $296.9K | 0.01% | −110−5.5% | Reduced |
| Mattson Financial Services, LLC | 1,941 | $296.4K | 0.06% | +46+2.4% | Added |
| Narus Financial Partners, LLC | 1,889 | $296.0K | 0.08% | +50+2.7% | Added |
| Nolet Wealth Management, LLC | 1,880 | $294.6K | 0.16% | +213+12.8% | Added |
| Essex Investment Management Co LLC | 1,875 | $293.9K | 0.04% | 00.0% | Unchanged |
| Smith, Moore & Co. | 1,870 | $293.1K | 0.02% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 1,866 | $292.4K | 0.01% | +153+8.9% | Added |
| Cura Wealth Advisors, LLC | 1,863 | $292.0K | 0.12% | 00.0% | Unchanged |
| Ponta Wealth Partners, LLC | 1,861 | $291.7K | 0.16% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 1,853 | $290.4K | 0.04% | +4+0.2% | Added |
| Empower Advisory Group, LLC | 1,842 | $288.7K | 0.00% | −58−3.1% | Reduced |
| SJS Investment Consulting Inc. | 1,839 | $288.2K | 0.03% | +147+8.7% | Added |
| Van Diest Capital, LLC | 1,832 | $287.2K | 0.26% | −349−16.0% | Reduced |
| Astoria Portfolio Advisors LLC. | 1,831 | $286.9K | 0.05% | +1,831 | New |
| Endowment Wealth Management, Inc. | 1,830 | $286.9K | 0.11% | +236+14.8% | Added |
| Excalibur Management Corp | 1,828 | $286.5K | 0.09% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,827 | $286.3K | 0.09% | −135−6.9% | Reduced |
| Trace Wealth Advisors, LLC | 1,825 | $286.0K | 0.19% | 00.0% | Unchanged |
| Welch Financial Planning, LLC | 1,825 | $286.0K | 0.17% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 1,824 | $285.9K | 0.03% | +135+8.0% | Added |
| Brown Financial Advisors | 1,821 | $285.4K | 0.10% | −7−0.4% | Reduced |
| Fire Capital Management LLC | 1,819 | $285.1K | 0.12% | +1,819 | New |
| Cape Cod Five Cents Savings Bank | 1,819 | $285.1K | 0.02% | +1,819 | New |
| First Nebraska Trust Co | 1,812 | $284.0K | 0.02% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 1,811 | $283.8K | 0.01% | +327+22.0% | Added |
| Entelevest, LLC | 1,810 | $283.7K | 0.25% | +1,810 | New |
| Red Door Wealth Management, LLC | 1,807 | $283.2K | 0.03% | +329+22.3% | Added |
| Fulcrum Equity Management | 1,805 | $282.9K | 0.23% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,803 | $282.6K | 0.05% | +461+34.4% | Added |
| Moody National Bank Trust Division | 1,802 | $282.4K | 0.02% | +72+4.2% | Added |
| Paradigm Asset Management Co LLC | 1,800 | $282.1K | 0.06% | +172+10.6% | Added |
| Caitong International Asset Management Co., Ltd | 1,799 | $281.9K | 0.04% | +1,799 | New |
| American National Bank | 1,786 | $279.9K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,774 | $278.0K | 0.07% | 00.0% | Unchanged |
| Atlas Legacy Advisors, LLC | 1,788 | $276.3K | 0.04% | +1,788 | New |
| Plimoth Trust Co LLC | 1,762 | $276.1K | 0.06% | −40−2.2% | Reduced |
| Marietta Wealth Management, LLC | 1,753 | $274.7K | 0.03% | −33−1.8% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 1,745 | $273.5K | 0.02% | +300+20.8% | Added |
| American Trust | 1,745 | $273.5K | 0.02% | +423+32.0% | Added |
| Journey Advisory Group, LLC | 1,737 | $272.2K | 0.02% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 1,735 | $271.9K | 0.06% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,730 | $271.2K | 0.01% | +281+19.4% | Added |
| Stiles Financial Services Inc | 1,729 | $270.9K | 0.07% | 00.0% | Unchanged |
| Montecito Bank & Trust | 1,728 | $270.8K | 0.04% | +1,728 | New |
| Founders Financial Alliance, LLC | 1,726 | $270.5K | 0.04% | −800−31.7% | Reduced |
| Retirement Planning Group | 1,723 | $270.0K | 0.01% | +13+0.8% | Added |