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: 9 institutions have reported holding NVS so far. See Q3 2026
- Institutional holders
- 1,625
- +43 vs. Q1 2026
- Shares held
- 135.7M
- −5.86M (−4.1%) vs. Q1 2026
- Total value
- $21.3B
- −$345.3M (−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 |
|---|---|---|---|---|---|
| Lodestar Private Asset Management LLC | 1,390 | $217.8K | 0.02% | 00.0% | Unchanged |
| Facet Wealth, Inc. | 1,384 | $216.9K | 0.00% | +1,384 | New |
| Fidelis Capital Partners, LLC | 1,383 | $216.7K | 0.01% | −12−0.9% | Reduced |
| O'Rourke & Company, Inc | 1,378 | $216.0K | 0.08% | 00.0% | Unchanged |
| O'Keefe Stevens Advisory, Inc. | 1,373 | $215.2K | 0.04% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 1,400 | $213.8K | 0.01% | 00.0% | Unchanged |
| Cascades Capital Asset Management, LLC | 1,362 | $213.5K | 0.08% | −63−4.4% | Reduced |
| TrustBank | 1,362 | $213.5K | 0.07% | 00.0% | Unchanged |
| Family Management Corp | 1,359 | $213.0K | 0.02% | −134−9.0% | Reduced |
| SeaCrest Wealth Management, LLC | 1,357 | $212.7K | 0.02% | +1,357 | New |
| Retirement Planning Co of New England, Inc. | 1,356 | $212.5K | 0.08% | 00.0% | Unchanged |
| TIAA Wealth Investment Management LLC | 1,354 | $212.2K | 0.00% | +178+15.1% | Added |
| Muirfield Wealth Advisors LLC | 1,353 | $212.1K | 0.14% | −18−1.3% | Reduced |
| GHP Investment Advisors, Inc. | 1,343 | $210.5K | 0.01% | 00.0% | Unchanged |
| Warren Street Wealth Advisors, LLC | 1,340 | $210.0K | 0.05% | +7+0.5% | Added |
| Owl Creek Wealth Partners LLC | 1,335 | $209.2K | 0.06% | −181−11.9% | Reduced |
| KPP Advisory Services LLC | 1,331 | $208.6K | 0.03% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 1,325 | $208.6K | 0.02% | +1,325 | New |
| Urban Wealth Management, LLC | 1,329 | $208.3K | 0.18% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 1,331 | $208.0K | 0.02% | +1,331 | New |
| PlanVest Financial, Inc | 1,326 | $207.8K | 0.14% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 1,326 | $207.8K | 0.01% | +5+0.4% | Added |
| Octavia Wealth Advisors, LLC | 1,326 | $207.8K | 0.02% | +1,326 | New |
| Scientech Research LLC | 1,315 | $206.1K | 0.17% | +1,315 | New |
| SFMG, LLC | 1,314 | $205.9K | 0.01% | +1,314 | New |
| Private Wealth Partners, LLC | 1,312 | $205.6K | 0.01% | 00.0% | Unchanged |
| Spectrum Planning & Advisory Services Inc. | 1,311 | $205.5K | 0.09% | +1,311 | New |
| Prestige Wealth Management Group LLC | 1,305 | $204.5K | 0.04% | 00.0% | Unchanged |
| Inlet Private Wealth, LLC | 1,304 | $204.4K | 0.05% | +1,304 | New |
| Dunhill Financial, LLC | 1,303 | $204.3K | 0.04% | +315+31.9% | Added |
| Headland Capital, LLC | 1,302 | $204.0K | 0.05% | +1,302 | New |
| Cambiar Investors LLC | 1,301 | $203.9K | 0.01% | −125−8.8% | Reduced |
| Westover Capital Advisors, LLC | 1,300 | $203.7K | 0.03% | +1,300 | New |
| Aviance Capital Partners, LLC | 1,297 | $203.3K | 0.02% | +1,297 | New |
| American Trust Investment Advisors, LLC | 1,292 | $202.5K | 0.10% | −53−3.9% | Reduced |
| Hoge Financial Services, LLC | 1,291 | $202.4K | 0.10% | +1,291 | New |
| CDKV Holdings LLC | 1,291 | $202.3K | 0.16% | 00.0% | Unchanged |
| Madison Wealth Partners, Inc | 1,281 | $200.8K | 0.03% | +1,281 | New |
| Tanager Wealth Management LLP | 1,281 | $200.8K | 0.02% | +1,281 | New |
| Atwater Malick LLC | 1,278 | $200.3K | 0.04% | +1,278 | New |
| Southern Michigan Bank & Trust | 1,267 | $198.6K | 0.07% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,264 | $198.1K | 0.02% | +1,264 | New |
| Monetary Management Group Inc | 1,259 | $197.3K | 0.04% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,252 | $196.2K | 0.01% | −160−11.3% | Reduced |
| Pin Oak Investment Advisors Inc | 1,253 | $196.0K | 0.14% | +791+171.2% | Added |
| Atlas Capital Advisors LLC | 1,181 | $185.1K | 0.02% | −3,051−72.1% | Reduced |
| MCF Advisors LLC | 1,157 | $181.3K | 0.01% | 00.0% | Unchanged |
| SHP Wealth Management | 1,144 | $179.3K | 0.01% | −56−4.7% | Reduced |
| Strategic Wealth Partners, Ltd. | 1,133 | $177.5K | 0.01% | −125−9.9% | Reduced |
| SBI Securities Co., Ltd. | 1,101 | $172.5K | 0.00% | −80−6.8% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 1,094 | $171.5K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,088 | $170.5K | 0.00% | −246−18.4% | Reduced |
| Piscataqua Savings Bank | 1,079 | $169.1K | 0.11% | −350−24.5% | Reduced |
| McMillan Office, Inc. | 1,068 | $167.4K | 0.02% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 1,060 | $166.1K | 0.13% | −26−2.4% | Reduced |
| WPG Advisers, LLC | 1,053 | $165.0K | 0.10% | +150+16.6% | Added |
| Corient IA LLC | 1,030 | $161.4K | 0.15% | −2,000−66.0% | Reduced |
| Salomon & Ludwin, LLC | 1,040 | $160.3K | 0.01% | +234+29.0% | Added |
| Glen Eagle Advisors, LLC | 1,001 | $156.9K | 0.02% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 980 | $153.6K | 0.12% | +105+12.0% | Added |
| Twin Tree Management, LP | 974 | $152.6K | 0.02% | +187+23.8% | Added |
| Allied Private Wealth LLC | 947 | $146.9K | 0.09% | +947 | New |
| Citizens National Bank Trust Department | 925 | $145.0K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Co | 903 | $141.6K | 0.02% | −769−46.0% | Reduced |
| Smithfield Trust Co | 892 | $139.0K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 885 | $138.7K | 0.08% | −315−26.3% | Reduced |
| Evermay Wealth Management LLC | 884 | $138.5K | 0.01% | +258+41.2% | Added |
| Tompkins Financial Corp | 884 | $138.5K | 0.01% | +53+6.4% | Added |
| City State Bank | 856 | $134.2K | 0.03% | 00.0% | Unchanged |
| CX Institutional | 844 | $132.0K | 0.00% | −3,359−79.9% | Reduced |
| CGC Financial Services, LLC | 816 | $127.9K | 0.03% | −56−6.4% | Reduced |
| Tripletail Wealth Management, LLC | 790 | $126.3K | 0.15% | +200+33.9% | Added |
| Edmond de Rothschild Holding S.A. | 800 | $125.4K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 792 | $124.1K | 0.01% | −150−15.9% | Reduced |
| Crews Bank & Trust | 786 | $123.2K | 0.02% | 00.0% | Unchanged |
| Abound Financial, LLC | 771 | $120.8K | 0.05% | −16−2.0% | Reduced |
| Wall Street Access Asset Management, LLC | 767 | $120.2K | 0.02% | +183+31.3% | Added |
| Triumph Capital Management | 752 | $117.9K | 0.02% | +10+1.3% | Added |
| Cape Investment Advisory, Inc. | 747 | $117.1K | 0.03% | +747 | New |
| IMA Wealth, Inc. | 743 | $116.4K | 0.01% | +36+5.1% | Added |
| BFSG, LLC | 739 | $115.8K | 0.01% | +39+5.6% | Added |
| Washington Trust Advisors, Inc. | 736 | $115.3K | 0.01% | −1−0.1% | Reduced |
| Golden State Wealth Management, LLC | 733 | $114.9K | 0.01% | +16+2.2% | Added |
| High Note Wealth, LLC | 721 | $113.0K | 0.02% | −253−26.0% | Reduced |
| LOM Asset Management Ltd | 720 | $112.8K | 0.03% | +245+51.6% | Added |
| 10Elms LLP | 700 | $109.7K | 0.05% | 00.0% | Unchanged |
| Evelyn Partners Group Ltd | 700 | $109.7K | 0.00% | +700 | New |
| MeadowBrook Investment Advisors LLC | 700 | $109.6K | 0.09% | 00.0% | Unchanged |
| WealthCollab, LLC | 692 | $108.5K | 0.04% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 664 | $106.2K | 0.02% | −1,981−74.9% | Reduced |
| MTM Investment Management, LLC | 662 | $103.8K | 0.03% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 673 | $103.7K | 0.05% | −20−2.9% | Reduced |
| Community Financial Services Group, LLC | 663 | $102.2K | 0.01% | −1,634−71.1% | Reduced |
| Murphy & Mullick Capital Management Corp | 650 | $101.9K | 0.06% | 00.0% | Unchanged |
| EFG International AG | 648 | $101.6K | 0.00% | +1+0.2% | Added |
| Lodestone Wealth Management LLC | 641 | $100.5K | 0.04% | 00.0% | Unchanged |
| Adkins Seale Capital Management LLC | 641 | $100.5K | 0.09% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 637 | $99.8K | 0.01% | +137+27.4% | Added |
| First Financial Corp | 599 | $93.9K | 0.03% | 00.0% | Unchanged |
| Addison Advisors LLC | 597 | $93.6K | 0.04% | −2,535−80.9% | Reduced |