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 |
|---|---|---|---|---|---|
| Addison Advisors LLC | 597 | $93.6K | 0.04% | −2,535−80.9% | Reduced |
| Ameriflex Group, Inc. | 586 | $91.8K | 0.04% | +19+3.4% | Added |
| GW&K Investment Management, LLC | 581 | $91.0K | 0.00% | −2−0.3% | Reduced |
| TFC Financial Management | 576 | $90.3K | 0.01% | +414+255.6% | Added |
| Financial Management Professionals, Inc. | 562 | $88.1K | 0.01% | +14+2.6% | Added |
| Limestone Investment Advisors LP | 562 | $88.1K | 0.04% | +562 | New |
| Trust Co | 558 | $87.5K | 0.01% | +99+21.6% | Added |
| Duncker Streett & Co Inc | 552 | $86.5K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 550 | $86.2K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 538 | $84.3K | 0.03% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 535 | $83.8K | 0.04% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 525 | $82.3K | 0.07% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 519 | $81.6K | 0.00% | −14−2.6% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 518 | $81.1K | 0.05% | +3+0.6% | Added |
| Hickory Point Bank & Trust | 516 | $80.9K | 0.05% | 00.0% | Unchanged |
| Financial Consulate, Inc | 515 | $80.7K | 0.01% | +33+6.8% | Added |
| Orion Capital Management LLC | 500 | $78.4K | 0.02% | 00.0% | Unchanged |
| Centennial Bank | 500 | $78.4K | 0.03% | 00.0% | Unchanged |
| First PREMIER Bank | 500 | $78.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 501 | $76.7K | 0.01% | −1−0.2% | Reduced |
| Beacon Financial Strategies CORP | 489 | $76.6K | 0.04% | 00.0% | Unchanged |
| True Wealth Design, LLC | 485 | $76.0K | 0.02% | −177−26.7% | Reduced |
| Westside Investment Management, Inc. | 484 | $75.9K | 0.01% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 474 | $74.3K | 0.04% | +474 | New |
| AdvisorNet Financial, Inc | 469 | $73.5K | 0.00% | +198+73.1% | Added |
| Ares Financial Consulting, LLC | 457 | $71.6K | 0.05% | −90−16.5% | Reduced |
| Union Bancaire Privee, UBP SA | 600 | $71.4K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 453 | $71.0K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 450 | $70.5K | 0.04% | +450 | New |
| Creative Financial Designs Inc | 446 | $70.0K | 0.00% | −57−11.3% | Reduced |
| Harbor Asset Planning, Inc. | 441 | $69.1K | 0.05% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 438 | $68.6K | 0.03% | −16−3.5% | Reduced |
| Heritage Wealth Advisors | 436 | $68.3K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 14,750 | $66.8K | 0.01% | +14,416+4,316.2% | Added |
| Entrust Financial LLC | 418 | $65.5K | 0.04% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 406 | $63.6K | 0.00% | +14+3.6% | Added |
| Timbuktu Capital Management, LLC | 400 | $62.7K | 0.09% | +400 | New |
| Fourth Dimension Wealth, LLC | 400 | $62.7K | 0.02% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 381 | $59.7K | 0.01% | −298−43.9% | Reduced |
| Broadwater Capital Management LLC | 370 | $58.0K | 0.04% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 365 | $57.2K | 0.01% | 00.0% | Unchanged |
| Midway Capital Research & Management | 363 | $56.9K | 0.05% | 00.0% | Unchanged |
| First National Bank | 362 | $56.7K | 0.02% | +362 | New |
| Aventura Private Wealth, LLC | 359 | $56.3K | 0.02% | +35+10.8% | Added |
| Quaker Wealth Management, LLC | 352 | $55.2K | 0.02% | 00.0% | Unchanged |
| Markowski Investments | 339 | $53.2K | 0.01% | +339 | New |
| Country Trust Bank | 339 | $53.1K | 0.00% | −3−0.9% | Reduced |
| Dynamic Wealth Strategies, LLC | 338 | $53.0K | 0.03% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 334 | $52.3K | 0.05% | +74+28.5% | Added |
| Strategic Wealth Advisors LLC | 382 | $52.0K | 0.04% | 00.0% | Unchanged |
| Golden State Equity Partners | 330 | $51.7K | 0.14% | −2,418−88.0% | Reduced |
| Cassaday & Co Wealth Management LLC | 322 | $50.4K | 0.00% | −84−20.7% | Reduced |
| Essential Partners LLC | 320 | $50.1K | 0.02% | −54−14.4% | Reduced |
| Raffa Wealth Management, LLC | 319 | $50.0K | 0.01% | +20+6.7% | Added |
| Zions Bancorporation, National Association | 318 | $49.8K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 300 | $47.0K | 0.02% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 300 | $47.0K | 0.01% | +300 | New |
| South Plains Financial, Inc. | 296 | $46.4K | 0.02% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 292 | $45.8K | 0.01% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 292 | $45.8K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 288 | $45.1K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 281 | $44.0K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 281 | $44.0K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 278 | $43.6K | 0.03% | −810−74.4% | Reduced |
| Lavaca Capital LLC | 278 | $43.6K | 0.00% | +159+133.6% | Added |
| Maseco LLP | 275 | $43.1K | 0.00% | −148−35.0% | Reduced |
| Medallion Wealth Advisors, LLC | 265 | $41.5K | 0.01% | −58−18.0% | Reduced |
| Bell Investment Advisors, Inc | 259 | $40.6K | 0.01% | −4−1.5% | Reduced |
| Measured Wealth Private Client Group, LLC | 259 | $40.6K | 0.01% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 256 | $40.1K | 0.02% | 00.0% | Unchanged |
| Bank of New Hampshire | 255 | $40.0K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 253 | $39.6K | 0.01% | −10−3.8% | Reduced |
| Nalls Sherbakoff Group, LLC | 250 | $39.2K | 0.03% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 240 | $37.6K | 0.02% | +12+5.3% | Added |
| TSFG, LLC | 233 | $37.0K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 235 | $36.8K | 0.00% | +28+13.5% | Added |
| NBH Bank | 231 | $36.2K | 0.02% | +231 | New |
| Bayban | 229 | $35.9K | 0.03% | 00.0% | Unchanged |
| Pflug Koory, LLC | 225 | $35.3K | 0.01% | 00.0% | Unchanged |
| Nexus Investment Management ULC | 220 | $34.5K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 221 | $33.8K | 0.02% | 00.0% | Unchanged |
| CrossGen Wealth, LLC | 210 | $33.0K | 0.03% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 210 | $32.9K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 209 | $32.8K | 0.01% | +196+1,507.7% | Added |
| Crewe Advisors LLC | 206 | $32.3K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 200 | $31.3K | 0.01% | −30−13.0% | Reduced |
| Frazier Financial Advisors, LLC | 200 | $31.3K | 0.02% | −7−3.4% | Reduced |
| Smallwood Wealth Investment Management, LLC | 200 | $31.3K | 0.01% | 00.0% | Unchanged |
| Burnham & Co LLC | 200 | $31.3K | 0.03% | +200 | New |
| Boyd Watterson Asset Management LLC | 193 | $30.2K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 192 | $30.0K | 0.00% | +161+519.4% | Added |
| City Holding Co | 190 | $29.8K | 0.00% | +55+40.7% | Added |
| Park Place Capital Corp | 187 | $29.3K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 186 | $29.0K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 183 | $28.7K | 0.00% | +179+4,475.0% | Added |
| Quintet Private Bank (Europe) S.A. | 181 | $28.4K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 180 | $28.2K | 0.01% | +17+10.4% | Added |
| Asset Dedication, LLC | 177 | $27.7K | 0.00% | −151−46.0% | Reduced |
| First United Bank Trust | 175 | $27.4K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 173 | $27.1K | 0.01% | −47−21.4% | Reduced |