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Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2026: 1,626 institutions
Q1 2021: 1,138 institutionsQ2 2021: 1,123 institutionsQ3 2021: 1,083 institutionsQ4 2021: 1,147 institutionsQ1 2022: 1,137 institutionsQ2 2022: 1,142 institutionsQ3 2022: 1,088 institutionsQ4 2022: 1,183 institutionsQ1 2023: 1,182 institutionsQ2 2023: 1,203 institutionsQ3 2023: 1,225 institutionsQ4 2023: 1,274 institutionsQ1 2024: 1,254 institutionsQ2 2024: 1,309 institutionsQ3 2024: 1,314 institutionsQ4 2024: 1,345 institutionsQ1 2025: 1,361 institutionsQ2 2025: 1,387 institutionsQ3 2025: 1,405 institutionsQ4 2025: 1,515 institutionsQ1 2026: 1,605 institutionsQ2 2026: 1,626 institutions
Value heldQ2 2026: $21.3B
Q1 2021: $18.7BQ2 2021: $19.8BQ3 2021: $18.0BQ4 2021: $18.5BQ1 2022: $18.3BQ2 2022: $16.9BQ3 2022: $13.7BQ4 2022: $15.5BQ1 2023: $15.2BQ2 2023: $14.9BQ3 2023: $15.1BQ4 2023: $14.2BQ1 2024: $13.6BQ2 2024: $14.7BQ3 2024: $15.2BQ4 2024: $12.7BQ1 2025: $15.4BQ2 2025: $16.2BQ3 2025: $17.2BQ4 2025: $18.4BQ1 2026: $22.0BQ2 2026: $21.3B
Institutions holding NVS and their total value by quarter
QuarterHoldersValue
Q2 20261,626$21.3B
Q1 20261,605$22.0B
Q4 20251,515$18.4B
Q3 20251,405$17.2B
Q2 20251,387$16.2B
Q1 20251,361$15.4B
Q4 20241,345$12.7B
Q3 20241,314$15.2B
Q2 20241,309$14.7B
Q1 20241,254$13.6B
Q4 20231,274$14.2B
Q3 20231,225$15.1B
Q2 20231,203$14.9B
Q1 20231,182$15.2B
Q4 20221,183$15.5B
Q3 20221,088$13.7B
Q2 20221,142$16.9B
Q1 20221,137$18.3B
Q4 20211,147$18.5B
Q3 20211,083$18.0B
Q2 20211,123$19.8B
Q1 20211,138$18.7B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Novartis AG; share changes are against Q1 2026.

Institutions holding NVS in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Archer Investment Corp166$26.0K0.00%00.0%Unchanged
Old Point Trust & Financial Services N A166$26.0K0.01%+17+11.4%Added
Fedenia Advisers LLC164$25.7K0.01%+164New
Evolution Wealth Management Inc.163$25.5K0.02%+138+552.0%Added
CBIZ Investment Advisory Services, LLC167$25.5K0.00%00.0%Unchanged
JPL Wealth Management, LLC162$25.5K0.01%+4+2.5%Added
Proathlete Wealth Management LLC162$25.4K0.01%00.0%Unchanged
Highland Investment Advisors LLC161$25.2K0.01%+161New
Copia Wealth Management160$25.1K0.02%00.0%Unchanged
Westfuller Advisors, LLC156$24.4K0.01%00.0%Unchanged
Principia Wealth Advisory, LLC154$24.1K0.01%+11+7.7%Added
Imprint Wealth LLC150$23.5K0.10%00.0%Unchanged
MV Capital Management, Inc.149$23.4K0.00%−14−8.6%Reduced
MJT & Associates Financial Advisory Group, Inc.148$23.2K0.02%00.0%Unchanged
Bullseye Investment Management, LLC146$22.9K0.01%00.0%Unchanged
Canton Hathaway, LLC142$22.3K0.00%00.0%Unchanged
E Fund Management (Hong Kong) Co., Ltd.138$21.6K0.01%+48+53.3%Added
Pacific Center for Financial Services123$19.3K0.00%00.0%Unchanged
Princeton Global Asset Management LLC123$19.3K0.00%00.0%Unchanged
High Point Wealth Management, LLC123$19.2K0.02%00.0%Unchanged
ZRC Wealth Management, LLC120$18.8K0.01%+120New
West Paces Advisors Inc.120$18.8K0.00%+120New
Mosley Wealth Management119$18.6K0.01%−1−0.8%Reduced
Armstrong Advisory Group, Inc116$18.2K0.00%00.0%Unchanged
Darwin Advisors, LLC114$18.0K0.00%00.0%Unchanged
Asset Planning,Inc107$16.7K0.01%00.0%Unchanged
Cedar Mountain Advisors, LLC105$16.5K0.00%+19+22.1%Added
Abound Wealth Management102$16.0K0.00%−1−1.0%Reduced
Hager Investment Management Services, LLC102$16.0K0.01%−26−20.3%Reduced
Webster Bank, N. A.100$15.7K0.00%00.0%Unchanged
Westend Capital Management, LLC100$15.7K0.00%00.0%Unchanged
Horrell Capital Management, Inc.100$15.7K0.01%00.0%Unchanged
West Branch Capital LLC100$15.7K0.00%00.0%Unchanged
Midwest Capital Advisors, LLC100$15.7K0.01%00.0%Unchanged
Hamrick Investment Counsel, llc100$15.7K0.01%00.0%Unchanged
3 Factor Indexing, LLC100$15.7K0.01%00.0%Unchanged
Strengthening Families & Communities, LLC100$15.7K0.00%00.0%Unchanged
First Community Trust NA98$15.4K0.01%00.0%Unchanged
Plante Moran Financial Advisors, LLC94$14.7K0.00%+82+683.3%Added
Access Investment Management LLC93$14.6K0.00%00.0%Unchanged
New England Capital Financial Advisors LLC91$14.3K0.00%00.0%Unchanged
FWL Investment Management, LLC90$14.1K0.00%−1−1.1%Reduced
Aventus Investment Advisors, Inc.90$14.1K0.01%00.0%Unchanged
Tounjian Advisory Partners, LLC87$13.6K0.01%+87New
Glass Jacobson Investment Advisors llc83$13.0K0.00%00.0%Unchanged
LifeSteps Financial, Inc.82$12.9K0.01%+82New
Strategic Investment Solutions, Inc.80$12.5K0.00%00.0%Unchanged
Nemes Rush Group LLC80$12.5K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC78$12.2K0.00%00.0%Unchanged
Toronto Dominion Bank75$12.0K0.00%00.0%Unchanged
Ninety One UK Ltd76$11.9K0.00%00.0%Unchanged
Hoey Investments, Inc76$11.9K0.00%+76New
American Capital Advisory, LLC75$11.8K0.00%−21−21.9%Reduced
Advantage Trust Co75$11.8K0.00%+75New
Napier Financial, LLC74$11.6K0.00%00.0%Unchanged
Prudent Man Investment Management, Inc.84$11.6K0.00%00.0%Unchanged
Dogwood Wealth Management LLC72$11.3K0.00%+22+44.0%Added
Caitlin John, LLC71$11.1K0.01%00.0%Unchanged
Mascoma Wealth Management LLC67$10.5K0.00%00.0%Unchanged
Robinswood Financial LLC66$10.3K0.00%00.0%Unchanged
Boreal Capital Management LLC65$10.2K0.01%00.0%Unchanged
Rakuten Securities, Inc.65$10.2K0.00%+18+38.3%Added
Burk Holdings LLC64$10.0K0.00%00.0%Unchanged
Acumen Wealth Advisors, LLC63$9.87K0.00%00.0%Unchanged
Gleason Group, Inc.62$9.72K0.00%+62New
Buck Wealth Strategies, LLC60$9.43K0.00%+60New
Creative Capital Management Investments LLC59$9.25K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.56$8.78K0.00%00.0%Unchanged
Strive Financial Group ,LLC55$8.62K0.00%00.0%Unchanged
Fortitude Family Office, LLC53$8.31K0.00%00.0%Unchanged
JDM Financial Group LLC51$7.99K0.00%00.0%Unchanged
Marshall Investment Management, LLC51$7.99K0.00%+51New
Indiana Trust & Investment Management CO50$7.84K0.00%00.0%Unchanged
Blume Capital Management, Inc.50$7.84K0.00%+50New
Horizon Financial Services, LLC49$7.68K0.00%+49New
Bradley & Co. Private Wealth Management, LLC45$7.05K0.00%00.0%Unchanged
Signature Resources Capital Management, LLC45$7.05K0.00%00.0%Unchanged
Ankerstar Wealth, LLC44$6.90K0.01%00.0%Unchanged
Quent Capital, LLC44$6.90K0.00%+8+22.2%Added
Godfrey Financial Associates, Inc.41$6.43K0.00%−4−8.9%Reduced
Synergy Investment Management, LLC40$6.32K0.00%+23+135.3%Added
McDonald Partners LLC40$6.27K0.00%+40New
Maryland Capital Advisors Inc.39$6.11K0.00%+39New
Horizon Investments, LLC39$6.11K0.00%−33−45.8%Reduced
Hughes Financial Services, LLC39$6.11K0.00%00.0%Unchanged
Main Street Group, LTD36$5.64K0.00%00.0%Unchanged
TD Capital Management LLC33$5.17K0.00%00.0%Unchanged
Johnson Financial Group, Inc.33$5.17K0.00%00.0%Unchanged
Thompson Investment Management, Inc.31$4.86K0.00%00.0%Unchanged
Paladin Partners, LLC31$4.86K0.00%00.0%Unchanged
Delta Asset Management LLC30$4.70K0.00%00.0%Unchanged
MidFirst Bank30$4.70K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.27$4.25K0.00%00.0%Unchanged
Virtus ETF Advisers LLC25$3.92K0.00%+18+257.1%Added
DecisionPoint Financial, LLC25$3.85K0.00%00.0%Unchanged
Kozak & Associates, Inc.21$3.24K0.00%00.0%Unchanged
Hollencrest Capital Management20$3.13K0.00%−112−84.8%Reduced
NVWM, LLC20$3.13K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA22$3.00K0.00%00.0%Unchanged
Navigoe, LLC23$3.00K0.00%00.0%Unchanged