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
- 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 |
|---|---|---|---|---|---|
| Oak Associates, Ltd | 155,362 | $24.3M | 1.36% | −1,000−0.6% | Reduced |
| Pathstone Holdings, LLC | 153,797 | $24.1M | 0.07% | +16,900+12.3% | Added |
| LMR Partners LLP | 153,726 | $24.1M | 0.18% | +110,621+256.6% | Added |
| Foresight Global Investors, Inc. | 153,693 | $24.1M | 14.60% | −18,360−10.7% | Reduced |
| Grandfield & Dodd, LLC | 153,436 | $24.0M | 1.26% | −3,470−2.2% | Reduced |
| Capital Wealth Planning, LLC | 151,974 | $23.8M | 0.12% | +26,555+21.2% | Added |
| Fiera Capital Corp | 149,665 | $23.5M | 0.09% | +10,554+7.6% | Added |
| Commonwealth Equity Services, LLC | 148,691 | $23.3M | 0.03% | −7,924−5.1% | Reduced |
| Savant Capital, LLC | 150,968 | $23.2M | 0.07% | +128,722+578.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 147,424 | $23.1M | 0.09% | +4,600+3.2% | Added |
| Invesco Ltd. | 147,054 | $23.0M | 0.00% | +33,710+29.7% | Added |
| Douglas Lane & Associates, LLC | 140,152 | $22.0M | 0.30% | −4,966−3.4% | Reduced |
| Neuberger Berman Group LLC | 136,197 | $21.3M | 0.01% | −4,423−3.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 150,656 | $21.2M | 0.04% | +2,862+1.9% | Added |
| Ingalls & Snyder LLC | 134,587 | $21.1M | 0.58% | −1,295−1.0% | Reduced |
| ProVise Management Group, LLC | 134,100 | $21.0M | 1.41% | −7,100−5.0% | Reduced |
| Coleford Investment Management Ltd. | 133,970 | $21.0M | 4.58% | −1,650−1.2% | Reduced |
| UBS Asset Management Americas Inc | 126,866 | $19.9M | 0.00% | −190.0% | Reduced |
| JustInvest LLC | 126,054 | $19.8M | 0.16% | +5,419+4.5% | Added |
| Blair William & Co | 125,266 | $19.6M | 0.05% | −1,155−0.9% | Reduced |
| Nuveen, LLC | 124,459 | $19.5M | 0.00% | +124,459 | New |
| GW Henssler & Associates Ltd | 123,971 | $19.4M | 0.86% | −1,541−1.2% | Reduced |
| Rockefeller Capital Management L.P. | 123,788 | $19.4M | 0.03% | +5,481+4.6% | Added |
| Arrowstreet Capital, Limited Partnership | 116,598 | $18.3M | 0.01% | +8,001+7.4% | Added |
| RMB Capital Management, LLC | 114,209 | $17.9M | 0.28% | +68,768+151.3% | Added |
| Wilkins Investment Counsel Inc | 111,067 | $17.4M | 2.35% | −1,610−1.4% | Reduced |
| Ethic Inc. | 108,784 | $17.0M | 0.21% | +5,233+5.1% | Added |
| Callan Family Office, LLC | 107,922 | $16.9M | 0.33% | +972+0.9% | Added |
| Point72 Asset Management, L.P. | 106,157 | $16.6M | 0.03% | −177,680−62.6% | Reduced |
| Ritholtz Wealth Management | 105,819 | $16.6M | 0.25% | +1,673+1.6% | Added |
| Bank of Montreal | 104,932 | $16.4M | 0.01% | −154,413−59.5% | Reduced |
| Cresset Asset Management, LLC | 104,792 | $16.4M | 0.06% | −2,638−2.5% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 99,224 | $15.6M | 2.94% | +386+0.4% | Added |
| Nomura Holdings Inc | 94,009 | $14.7M | 0.06% | −5,004−5.1% | Reduced |
| American Assets Investment Management, LLC | 93,610 | $14.7M | 0.89% | 00.0% | Unchanged |
| Allworth Financial LP | 92,390 | $14.5M | 0.06% | −4,083−4.2% | Reduced |
| Toroso Investments, LLC | 91,944 | $14.4M | 0.03% | −101,233−52.4% | Reduced |
| Boston Common Asset Management, LLC | 91,740 | $14.4M | 0.85% | −16,376−15.1% | Reduced |
| United Capital Financial Advisers, LLC | 89,770 | $14.1M | 0.08% | −2,285−2.5% | Reduced |
| HRT Financial LP | 89,587 | $14.0M | 0.03% | +64,701+260.0% | Added |
| Sanctuary Advisors, LLC | 89,153 | $14.0M | 0.06% | −1,173−1.3% | Reduced |
| Glenview Capital Management, LLC | 86,909 | $13.6M | 0.27% | +86,909 | New |
| CIBC World Markets Inc. | 86,061 | $13.5M | 0.02% | +1,748+2.1% | Added |
| TD Waterhouse Canada Inc. | 86,457 | $13.3M | 0.04% | +11,791+15.8% | Added |
| Beacon Pointe Advisors, LLC | 84,234 | $13.2M | 0.06% | −283−0.3% | Reduced |
| Bahl & Gaynor Inc | 83,396 | $13.1M | 0.06% | −2,292−2.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 83,188 | $13.0M | 0.16% | −91−0.1% | Reduced |
| Matthew Goff Investment Advisor, LLC | 82,971 | $13.0M | 2.19% | −1,635−1.9% | Reduced |
| Osterweis Capital Management Inc | – | $12.9M | 0.61% | – | – |
| Vestmark Advisory Solutions, Inc. | 81,258 | $12.7M | 0.12% | +1,646+2.1% | Added |
| Eldred Rock Partners, LLC | 80,627 | $12.6M | 2.72% | −141−0.2% | Reduced |
| Investment House LLC | 80,147 | $12.6M | 0.57% | −1,636−2.0% | Reduced |
| Tocqueville Asset Management L.P. | 79,360 | $12.4M | 0.16% | −12,538−13.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 80,613 | $12.4M | 0.02% | −21,982−21.4% | Reduced |
| GWM Advisors LLC | 76,213 | $11.9M | 0.04% | +259+0.3% | Added |
| Gabelli Funds LLC | 75,500 | $11.8M | 0.08% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 74,849 | $11.7M | 1.59% | −2,000−2.6% | Reduced |
| Manning & Napier Advisors LLC | 73,973 | $11.7M | 0.15% | −10,970−12.9% | Reduced |
| Zevin Asset Management LLC | 74,291 | $11.6M | 1.63% | −4,796−6.1% | Reduced |
| Logan Capital Management Inc | 73,584 | $11.5M | 0.43% | +73,584 | New |
| Altrius Capital Management Inc | 72,584 | $11.4M | 2.16% | +1,953+2.8% | Added |
| Live Oak Private Wealth LLC | 72,426 | $11.4M | 1.42% | −2,912−3.9% | Reduced |
| Keybank National Association | 71,724 | $11.2M | 0.04% | +8,045+12.6% | Added |
| Huntington National Bank | 71,723 | $11.2M | 0.05% | +31,043+76.3% | Added |
| Reynders McVeigh Capital Management, LLC | 71,575 | $11.2M | 0.50% | −1,817−2.5% | Reduced |
| Tweedy, Browne Co LLC | 71,125 | $11.1M | 0.84% | −180−0.3% | Reduced |
| Salem Investment Counselors Inc | 71,102 | $11.1M | 0.28% | +2,374+3.5% | Added |
| Camden National Bank | 70,745 | $11.1M | 1.44% | +534+0.8% | Added |
| Mengis Capital Management, Inc. | 70,348 | $11.0M | 1.68% | −300−0.4% | Reduced |
| Tower Bridge Advisors | 69,416 | $10.9M | 0.98% | −2,115−3.0% | Reduced |
| Hantz Financial Services, Inc. | 68,779 | $10.8M | 0.15% | +2,433+3.7% | Added |
| Baird Financial Group, Inc. | 68,487 | $10.7M | 0.01% | +1,275+1.9% | Added |
| Laird Norton Trust Company, LLC | 67,193 | $10.5M | 0.20% | −2,190−3.2% | Reduced |
| SALT Holding Corp. | 66,844 | $10.5M | 5.55% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 66,500 | $10.4M | 0.34% | +66,500 | New |
| Scotia Capital Inc. | 66,091 | $10.4M | 0.04% | −6,462−8.9% | Reduced |
| Bessemer Group Inc | 64,977 | $10.2M | 0.01% | +5,916+10.0% | Added |
| Empowered Funds, LLC | 64,224 | $10.1M | 0.05% | −4,630−6.7% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 63,414 | $9.94M | 2.25% | −1,678−2.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 62,887 | $9.86M | 0.01% | +401+0.6% | Added |
| Quadrant Capital Group LLC | 61,000 | $9.56M | 0.26% | −120.0% | Reduced |
| Atria Investments LLC | 60,245 | $9.44M | 0.09% | −2,211−3.5% | Reduced |
| Clifford Swan Investment Counsel LLC | 60,118 | $9.42M | 0.30% | −12,433−17.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 59,271 | $9.29M | 0.02% | +4,468+8.2% | Added |
| Glenmede Trust Co NA | 59,156 | $9.27M | 0.04% | −3,910−6.2% | Reduced |
| Brinker Capital Investments, LLC | 58,960 | $9.24M | 0.07% | +2,066+3.6% | Added |
| Welch & Forbes LLC | 57,984 | $9.09M | 0.11% | +358+0.6% | Added |
| Advisors Capital Management, LLC | 57,958 | $9.08M | 0.10% | +2,733+4.9% | Added |
| Federated Hermes, Inc. | 56,351 | $8.83M | 0.01% | −76−0.1% | Reduced |
| Pinnacle Associates Ltd | 55,762 | $8.74M | 0.10% | −217−0.4% | Reduced |
| Cullen Investment Group, Ltd. | 55,534 | $8.70M | 1.05% | +5,229+10.4% | Added |
| Russell Investments Group, Ltd. | 55,033 | $8.62M | 0.01% | −58,243−51.4% | Reduced |
| Deutsche Bank AG | 54,336 | $8.52M | 0.00% | +2,092+4.0% | Added |
| Boston Partners | 53,689 | $8.39M | 0.01% | −1,484−2.7% | Reduced |
| Edgemoor Investment Advisors, Inc. | 52,824 | $8.28M | 0.56% | −55,757−51.4% | Reduced |
| Narwhal Capital Management | 52,702 | $8.26M | 0.57% | +34+0.1% | Added |
| State Street Corp | 50,661 | $8.01M | 0.00% | −1,335,231−96.3% | Reduced |
| 1832 Asset Management L.P. | 51,084 | $8.01M | 0.01% | −5,873−10.3% | Reduced |
| Signaturefd, LLC | 51,066 | $8.00M | 0.11% | +3,026+6.3% | Added |
| Brown Brothers Harriman & Co | 50,794 | $7.96M | 0.03% | −8,524−14.4% | Reduced |