Skip to main content

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
Hartford Financial Management Inc.19$2.98K0.00%00.0%Unchanged
Park Square Financial Group, LLC17$2.66K0.02%−7−29.2%Reduced
Virginia Estate & Retirement Planning Advisors Inc.17$2.66K0.00%00.0%Unchanged
Lummis Asset Management, LP16$2.51K0.00%00.0%Unchanged
Corsicana & Co.16$2.51K0.00%00.0%Unchanged
Monetary Solutions, Ltd16$2.51K0.00%+16New
Advocate Investing Services LLC15$2.35K0.00%00.0%Unchanged
Security National Bank15$2.35K0.00%+15New
Halbert Hargrove Global Advisors, LLC15$2.34K0.00%+15New
Breakwater Investment Management14$2.19K0.00%+14New
Keating Financial Advisory Services, Inc.14$2.19K0.00%−31−68.9%Reduced
Granite FO LLC14$2.19K0.00%00.0%Unchanged
Luminist Capital LLC13$2.04K0.00%+13New
Key Capital Management, INC12$1.88K0.00%+12New
Downshift Financial, LLC12$1.88K0.00%+12New
Winch Advisory Services, LLC12$1.82K0.00%00.0%Unchanged
Private Wealth Management Group, LLC10$1.57K0.00%00.0%Unchanged
Operose Advisors LLC10$1.57K0.00%−61−85.9%Reduced
Gold Investment Management Ltd.10$1.57K0.00%00.0%Unchanged
Gill Capital Partners, LLC9$1.41K0.00%−83−90.2%Reduced
Stone House Investment Management, LLC9$1.41K0.00%−18−66.7%Reduced
Noble Wealth Management PBC8$1.25K0.00%+8New
Trifecta Capital Advisors, LLC3$4710.00%+3New
Tower Research Capital LLC (TRC)2$3130.00%+2New
Kingdom Financial Group LLC.1$2200.00%−55−98.2%Reduced
Coppell Advisory Solutions LLC237––+237New
Optiver Holding B.V.0$00.00%−92,638−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−63,250−100.0%Sold out
TD Asset Management Inc0$00.00%−44,021−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−39,646−100.0%Sold out
Natixis0$00.00%−36,500−100.0%Sold out
Transmarket Holdings LP0$00.00%−35,075−100.0%Sold out
Ashton Thomas Securities, LLC0$00.00%−22,962−100.0%Sold out
Quantitative Investment Management, LLC0$00.00%−15,083−100.0%Sold out
Walleye Capital LLC0$00.00%−13,734−100.0%Sold out
DV Trading LLC0$00.00%−9,668−100.0%Sold out
XY Capital Ltd0$00.00%−8,770−100.0%Sold out
Allianz Asset Management GmbH0$00.00%−8,100−100.0%Sold out
Argonautica Private Wealth Management, Inc0$00.00%−5,416−100.0%Sold out
Colter Lewis Investment Partners LLC0$00.00%−4,933−100.0%Sold out
Financial & Tax Architects, LLC0$00.00%−4,135−100.0%Sold out
Calamos Advisors LLC0$00.00%−4,073−100.0%Sold out
RiverFront Investment Group, LLC0$00.00%−3,981−100.0%Sold out
Turtle Creek Wealth Advisors, LLC0$00.00%−3,733−100.0%Sold out
Evoke Wealth, LLC0$00.00%−3,604−100.0%Sold out
SG Americas Securities, LLC0$00.00%−3,515−100.0%Sold out
Sachetta, LLC0$00.00%−3,414−100.0%Sold out
Icapital Wealth LLC0$00.00%−3,352−100.0%Sold out
Certior Financial Group, LLC0$00.00%−3,342−100.0%Sold out
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors0$00.00%−3,325−100.0%Sold out
Analyst IMS Investment Management Services Ltd.0$00.00%−2,781−100.0%Sold out
PEAK6 LLC0$00.00%−2,779−100.0%Sold out
PUREfi Wealth, LLC0$00.00%−2,715−100.0%Sold out
a16z Perennial Management, L.P.0$00.00%−2,618−100.0%Sold out
Central Pacific Bank - Trust Division0$00.00%−2,350−100.0%Sold out
Cannon Advisors, Inc.0$00.00%−2,129−100.0%Sold out
Sanders Morris Harris LLC0$00.00%−2,000−100.0%Sold out
Capital Advantage, Inc.0$00.00%−1,846−100.0%Sold out
Hamilton Wealth, LLC0$00.00%−1,830−100.0%Sold out
Elyxium Wealth, LLC0$00.00%−1,820−100.0%Sold out
Alvarez & Marsal Private Wealth Partners, LLC0$00.00%−1,819−100.0%Sold out
Redwood Wealth Management Group, LLC0$00.00%−1,815−100.0%Sold out
Linscomb & Williams, Inc.0$00.00%−1,804−100.0%Sold out
Davis R M Inc0$00.00%−1,747−100.0%Sold out
Diversified Management Inc0$00.00%−1,713−100.0%Sold out
Tandem Investment Advisors, Inc.0$00.00%−1,596−100.0%Sold out
Argentarii, LLC0$00.00%−1,561−100.0%Sold out
Genus Capital Management Inc.0$00.00%−1,557−100.0%Sold out
Epoch Investment Partners, Inc.0$00.00%−1,525−100.0%Sold out
Mitchell Capital Management Co0$00.00%−1,498−100.0%Sold out
First National Bank of Hutchinson0$00.00%−1,498−100.0%Sold out
MMBG Investment Advisors Co.0$00.00%−1,492−100.0%Sold out
Chicago Capital, LLC0$00.00%−1,460−100.0%Sold out
Integris Wealth Management, LLC0$00.00%−1,459−100.0%Sold out
TrueWealth Financial Partners0$00.00%−1,452−100.0%Sold out
PFG Advisors0$00.00%−1,415−100.0%Sold out
Cornell Pochily Investment Advisors, Inc.0$00.00%−1,402−100.0%Sold out
Roehl & Yi Investment Advisors, LLC0$00.00%−1,389−100.0%Sold out
Bank of Nova Scotia0$00.00%−1,386−100.0%Sold out
Moment Partners, LLC0$00.00%−1,365−100.0%Sold out
Noesis Capital Mangement Corp0$00.00%−1,360−100.0%Sold out
Willis Johnson & Associates, Inc.0$00.00%−1,353−100.0%Sold out
Pathfinder Wealth Consulting, Inc.0$00.00%−1,327−100.0%Sold out
Patron Partners Advisors, LLC0$00.00%−1,325−100.0%Sold out
Walleye Trading LLC0$00.00%−839−100.0%Sold out
Root Financial Partners, LLC0$00.00%−817−100.0%Sold out
Annis Gardner Whiting Capital Advisors, LLC0$00.00%−790−100.0%Sold out
FNY Investment Advisers, LLC0$00.00%−700−100.0%Sold out
RWM Asset Management, LLC0$00.00%−648−100.0%Sold out
Clear Street Markets LLC0$00.00%−600−100.0%Sold out
Innovative Asset Advisors Group, LLC0$00.00%−573−100.0%Sold out
Missouri Trust & Investment Co0$00.00%−459−100.0%Sold out
Resources Management Corp0$00.00%−450−100.0%Sold out
Wellington Grp LLC0$00.00%−309−100.0%Sold out
Global Assets Advisory, LLC0$00.00%−295−100.0%Sold out
Richardson Financial Services Inc.0$00.00%−240−100.0%Sold out
Bank of Jackson Hole Trust0$00.00%−231−100.0%Sold out
Protective Life Corp0$00.00%−153−100.0%Sold out
Intentional Wealth Strategies, LLC0$00.00%−145−100.0%Sold out
Tiaa Trust, National Association0$00.00%−123−100.0%Sold out