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
Q3 2026 data is still coming in: 4 institutions have reported holding NVS so far. See Q3 2026
- 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 |
|---|---|---|---|---|---|
| Bank of Hawaii | 1,720 | $269.6K | 0.01% | +1,720 | New |
| Anchor Capital Advisors LLC | 1,718 | $269.2K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,715 | $268.8K | 0.01% | +102+6.3% | Added |
| Bravera Wealth | 1,710 | $268.0K | 0.10% | 00.0% | Unchanged |
| Lynx Investment Advisory | 1,709 | $267.8K | 0.09% | +1,709 | New |
| Argent Advisors, Inc. | 1,705 | $267.2K | 0.07% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 1,703 | $266.9K | 0.12% | −33−1.9% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 1,700 | $266.4K | 0.09% | 00.0% | Unchanged |
| Walter Public Investments Inc. | 1,700 | $266.4K | 0.06% | +1,700 | New |
| Glenview Trust Co | 1,691 | $265.0K | 0.00% | +62+3.8% | Added |
| Union Savings Bank | 1,691 | $265.0K | 0.11% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 1,689 | $264.7K | 0.01% | −8−0.5% | Reduced |
| Post Resch Tallon Group Inc. | 1,681 | $263.4K | 0.18% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 1,681 | $263.4K | 0.16% | 00.0% | Unchanged |
| Rockland Trust Co | 1,677 | $262.8K | 0.01% | −151−8.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 1,674 | $262.3K | 0.06% | −13−0.8% | Reduced |
| Lexington Hill Partners, LLC | 1,670 | $261.7K | 0.13% | −146−8.0% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 1,667 | $261.2K | 0.06% | −2−0.1% | Reduced |
| Fortis Capital Management LLC | 1,665 | $260.9K | 0.03% | +1,665 | New |
| Courier Capital LLC | 1,648 | $258.3K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,646 | $258.0K | 0.02% | 00.0% | Unchanged |
| S Harris Financial Group, LLC | 1,640 | $257.1K | 0.20% | −66−3.9% | Reduced |
| TownSquare Capital, LLC | 1,638 | $256.7K | 0.05% | +81+5.2% | Added |
| Adelphi Trust Co | 1,633 | $255.9K | 0.17% | +233+16.6% | Added |
| Mattern Wealth Management LLC | 1,633 | $255.9K | 0.04% | +33+2.1% | Added |
| Ellsworth Advisors, LLC | 1,695 | $255.6K | 0.04% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 1,620 | $253.8K | 0.05% | −1−0.1% | Reduced |
| LVW Advisors, LLC | 1,618 | $253.6K | 0.02% | +257+18.9% | Added |
| Tritonpoint Wealth, LLC | 1,618 | $253.6K | 0.02% | +1,618 | New |
| Arq Wealth Advisors, LLC | 1,656 | $253.5K | 0.03% | +156+10.4% | Added |
| Fairfield Financial Advisors, LTD | 1,611 | $252.5K | 0.10% | +1,611 | New |
| Gateway Wealth Partners, LLC | 1,608 | $252.0K | 0.02% | −3,008−65.2% | Reduced |
| UMA Financial Services, Inc. | 1,603 | $251.2K | 0.03% | +12+0.8% | Added |
| Parallax Volatility Advisers, L.P. | 1,602 | $251.1K | 0.01% | +1,602 | New |
| Azimuth Capital Investment Management LLC | 1,598 | $250.4K | 0.01% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 1,585 | $248.4K | 0.01% | −850−34.9% | Reduced |
| Arlington Partners LLC | 1,579 | $247.5K | 0.45% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 1,578 | $247.3K | 0.00% | +1,578 | New |
| V-Square Quantitative Management LLC | 1,573 | $246.5K | 0.02% | −11,947−88.4% | Reduced |
| Palumbo Wealth Management LLC | 1,567 | $245.5K | 0.05% | +30+2.0% | Added |
| Fragasso Group Inc. | 1,556 | $243.9K | 0.01% | +16+1.0% | Added |
| JBGlobal.com LLC | 1,550 | $242.9K | 0.21% | 00.0% | Unchanged |
| Leisure Capital Management | 1,549 | $242.8K | 0.08% | +155+11.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 1,549 | $242.8K | 0.01% | +26+1.7% | Added |
| AssuredPartners Investment Advisors, LLC | 1,548 | $242.6K | 0.02% | −126−7.5% | Reduced |
| Meramec Financial Planners, LLC | 1,554 | $242.6K | 0.09% | −51−3.2% | Reduced |
| Westmount Partners, LLC | 1,548 | $242.6K | 0.05% | +50+3.3% | Added |
| Childress Capital Advisors, LLC | 1,547 | $242.4K | 0.04% | +11+0.7% | Added |
| Tevis Investment Management | 1,546 | $242.3K | 0.13% | 00.0% | Unchanged |
| RVW Wealth, LLC | 1,542 | $241.7K | 0.02% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1,540 | $241.3K | 0.10% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 1,536 | $240.8K | 0.02% | −748−32.7% | Reduced |
| BCS Wealth Management | 1,533 | $240.3K | 0.04% | 00.0% | Unchanged |
| Portfolio Design Labs, LLC | 1,531 | $239.9K | 0.04% | 00.0% | Unchanged |
| Armor Investment Advisors, LLC | 1,531 | $239.9K | 0.08% | −588−27.7% | Reduced |
| Kelly Financial Services LLC | 1,529 | $239.6K | 0.05% | 00.0% | Unchanged |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 1,549 | $239.5K | 0.13% | 00.0% | Unchanged |
| Consolidated Planning Corp | 1,516 | $237.6K | 0.03% | +66+4.6% | Added |
| VisionPoint Advisory Group, LLC | 1,509 | $236.5K | 0.04% | +124+9.0% | Added |
| WealthSpring Partners, LLC | 1,505 | $235.9K | 0.20% | 00.0% | Unchanged |
| Bristlecone Value Partners, LLC | 1,505 | $235.9K | 0.19% | −289−16.1% | Reduced |
| Causeway Capital Management LLC | 1,501 | $235.2K | 0.00% | +14+0.9% | Added |
| Essex LLC | 1,500 | $235.1K | 0.04% | −950−38.8% | Reduced |
| Nicolet Bankshares Inc | 1,500 | $235.1K | 0.01% | 00.0% | Unchanged |
| Rebalance, LLC | 1,500 | $235.1K | 0.01% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 1,495 | $234.3K | 0.05% | +1,495 | New |
| International Assets Investment Management, LLC | 1,518 | $233.9K | 0.01% | +14+0.9% | Added |
| Saratoga Research & Investment Management | 1,490 | $233.5K | 0.01% | 00.0% | Unchanged |
| MFA Wealth Services | 1,484 | $232.6K | 0.14% | 00.0% | Unchanged |
| Focused Alpha, LLC | 1,484 | $232.5K | 0.06% | +1,484 | New |
| Financial Planning Navigators CORP | 1,482 | $232.3K | 0.09% | +43+3.0% | Added |
| Liberty Capital Management, Inc. | 1,480 | $231.9K | 0.04% | +1,480 | New |
| Sig Brokerage, LP | 1,476 | $231.3K | 0.04% | +1,476 | New |
| Advus Financial Partners, LLC | 1,468 | $230.1K | 0.05% | 00.0% | Unchanged |
| PFW Advisors LLC | 1,465 | $229.6K | 0.07% | +8+0.5% | Added |
| Legacy Capital Wealth Partners, LLC | 1,465 | $229.6K | 0.04% | +124+9.2% | Added |
| Fiduciary Wealth Partners, LLC | 1,464 | $229.4K | 0.13% | 00.0% | Unchanged |
| Clarus Group, Inc. | 1,461 | $229.0K | 0.08% | 00.0% | Unchanged |
| 71 West Capital Partners | 1,454 | $227.9K | 0.01% | +1,454 | New |
| Marks Group Wealth Management, Inc | 1,450 | $227.2K | 0.02% | −168−10.4% | Reduced |
| BBR Partners, LLC | 1,450 | $227.2K | 0.01% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 1,450 | $227.2K | 0.05% | +50+3.6% | Added |
| HHM Wealth Advisors, LLC | 1,449 | $227.1K | 0.02% | 00.0% | Unchanged |
| Professional Advisory Services Inc | 1,450 | $227.0K | 0.03% | 00.0% | Unchanged |
| Hardy Reed LLC | 1,440 | $225.7K | 0.01% | −36−2.4% | Reduced |
| Meeder Advisory Services, Inc. | 1,428 | $223.8K | 0.01% | +23+1.6% | Added |
| Twin Peaks Wealth Advisors, LLC | 1,427 | $223.6K | 0.05% | +184+14.8% | Added |
| Ledyard National Bank | 1,423 | $223.0K | 0.02% | +6+0.4% | Added |
| Bluebird Wealth Management LLC | 1,423 | $223.0K | 0.19% | +88+6.6% | Added |
| Gryphon Financial Partners LLC | 1,421 | $222.7K | 0.02% | +1,421 | New |
| Continuum Advisory, LLC | 1,421 | $222.7K | 0.02% | +1,421 | New |
| Sentinus, LLC | 1,412 | $221.2K | 0.02% | +1,412 | New |
| Carter Financial Group, INC. | 1,406 | $220.4K | 0.11% | −1,243−46.9% | Reduced |
| Founders Grove Wealth Partners, LLC | 1,406 | $220.3K | 0.04% | −65−4.4% | Reduced |
| Lyell Wealth Management, LP | 1,405 | $220.2K | 0.01% | 00.0% | Unchanged |
| Goepper Burkhardt LLC | 1,400 | $219.4K | 0.07% | −350−20.0% | Reduced |
| Eagle Global Advisors LLC | 1,395 | $218.6K | 0.01% | 00.0% | Unchanged |
| Royal Capital Wealth Management, LLC | 1,394 | $218.5K | 0.12% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,394 | $218.5K | 0.00% | +40+3.0% | Added |
| First National Trust Co | 1,393 | $218.3K | 0.01% | +1,393 | New |