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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
Legacy Wealth Managment, LLC0$00.00%−104−100.0%Sold out
TopTier Wealth Management, LLC0$00.00%−100−100.0%Sold out
Team Financial Group, LLC0$00.00%−58−100.0%Sold out
Lloyd Advisory Services, LLC.0$00.00%−56−100.0%Sold out
Basepoint Wealth LLC0$00.00%−49−100.0%Sold out
Morse Asset Management, Inc0$00.00%−45−100.0%Sold out
Truvestments Capital LLC0$00.00%−29−100.0%Sold out
Raleigh Capital Management Inc.0$00.00%−24−100.0%Sold out
Marquette Asset Management, LLC0$00.00%−17−100.0%Sold out
True Link Financial Advisors, LLC0$00.00%−16−100.0%Sold out
GoalVest Advisory LLC0$00.00%−14−100.0%Sold out
MBM Wealth Consultants, LLC0$00.00%−9−100.0%Sold out
Nvest Wealth Strategies, Inc.0$00.00%−5−100.0%Sold out
McGuire Capital Advisors Inc0$00.00%−4−100.0%Sold out
Financial Freedom, LLC0$00.00%−3−100.0%Sold out
Janus Henderson Group PLC––––Not filed
Exencial Wealth Advisors, LLC––––Not filed
Skopos Labs, Inc.––––Not filed
CWM, LLC––––Not filed
Sofos Investments, Inc.––––Not filed
DGS Capital Management, LLC––––Not filed
Leo Wealth, LLC––––Not filed
U.S. Capital Wealth Advisors, LLC––––Not filed
Gibbs Wealth Management––––Not filed
First Affirmative Financial Network––––Not filed
FRG Family Wealth Advisors LLC––––Not filed
Journey Strategic Wealth LLC––––Not filed
GM Advisory Group, Inc.––––Not filed
Claris Financial LLC––––Not filed
Jackson Hole Capital Partners, LLC––––Not filed
Charter Oak Capital Management, LLC––––Not filed
Evelyn Partners Investment Management LLP––––Not filed
Sunbelt Securities, Inc.––––Not filed
McIlrath & Eck, LLC––––Not filed
Anfield Capital Management, LLC––––Not filed
Red Tortoise LLC––––Not filed
Trask Adam Roland––––Not filed