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 |
|---|---|---|---|---|---|
| Walled Lake Planning & Wealth Management, LLC | 50,139 | $7.86M | 1.98% | +137+0.3% | Added |
| First Manhattan Co | 50,123 | $7.86M | 0.02% | −430−0.9% | Reduced |
| Sphera Funds Management Ltd. | 50,000 | $7.83M | 1.12% | +13,000+35.1% | Added |
| Archford Capital Strategies, LLC | 49,908 | $7.82M | 0.79% | −692−1.4% | Reduced |
| Cardinal Capital Management | 49,670 | $7.78M | 0.94% | −140.0% | Reduced |
| Smithbridge Asset Management Inc | 49,133 | $7.70M | 1.05% | +353+0.7% | Added |
| Pittenger & Anderson Inc | 49,020 | $7.68M | 0.27% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 49,000 | $7.68M | 0.46% | −4,135−7.8% | Reduced |
| Lockheed Martin Investment Management Co | 48,400 | $7.59M | 0.30% | −600−1.2% | Reduced |
| Financial Gravity Companies, Inc. | 48,030 | $7.53M | 1.22% | +48,030 | New |
| Naviter Wealth, LLC | 47,793 | $7.49M | 0.68% | +8,978+23.1% | Added |
| Mount Yale Investment Advisors, LLC | 47,580 | $7.46M | 0.14% | +63+0.1% | Added |
| Glassy Mountain Advisors, Inc. | 47,531 | $7.45M | 2.04% | −3,094−6.1% | Reduced |
| Fiduciary Trust Co | 47,417 | $7.43M | 0.08% | −4,140−8.0% | Reduced |
| Trust Co of Vermont | 46,466 | $7.28M | 0.27% | +46,466 | New |
| Evergreen Capital Management LLC | 45,908 | $7.19M | 0.13% | −1,791−3.8% | Reduced |
| Factory Mutual Insurance Co | 45,066 | $7.06M | 0.07% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 44,930 | $7.04M | 0.09% | +793+1.8% | Added |
| Triasima Portfolio Management inc. | 44,755 | $7.01M | 0.95% | −7,715−14.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 44,418 | $6.96M | 0.04% | −1,020−2.2% | Reduced |
| Monte Financial Group, LLC | 44,535 | $6.95M | 2.23% | +1,137+2.6% | Added |
| Vise Technologies, Inc. | 44,366 | $6.95M | 0.08% | +8,089+22.3% | Added |
| Park Avenue Securities LLC | 43,915 | $6.88M | 0.04% | −4,991−10.2% | Reduced |
| Daymark Wealth Partners, LLC | 43,852 | $6.87M | 0.17% | +11,051+33.7% | Added |
| WCG Wealth Advisors LLC | 43,776 | $6.86M | 0.16% | +4,816+12.4% | Added |
| Qube Research & Technologies Ltd | 43,740 | $6.85M | 0.01% | −129,397−74.7% | Reduced |
| Rathbone Brothers plc | 43,692 | $6.85M | 0.03% | −126−0.3% | Reduced |
| Pensionmark Financial Group, LLC | 44,423 | $6.80M | 0.11% | +204+0.5% | Added |
| Ieq Capital, LLC | 43,358 | $6.80M | 0.03% | −3,217−6.9% | Reduced |
| MAI Capital Management | 43,150 | $6.76M | 0.03% | +4,779+12.5% | Added |
| Vident Advisory, LLC | 42,672 | $6.69M | 0.05% | +856+2.0% | Added |
| Catalyst Capital Advisors LLC | 41,842 | $6.56M | 0.11% | −975−2.3% | Reduced |
| Davenport & Co LLC | 40,542 | $6.35M | 0.03% | −739−1.8% | Reduced |
| Henry James International Management, Inc. | 40,427 | $6.34M | 1.90% | +31+0.1% | Added |
| Hamel Associates, Inc. | 40,423 | $6.34M | 1.75% | −132−0.3% | Reduced |
| Advisory Services Network, LLC | 39,996 | $6.27M | 0.07% | +1,307+3.4% | Added |
| Argent Trust Co | 39,948 | $6.26M | 0.18% | +1,660+4.3% | Added |
| First Pacific Financial | 39,871 | $6.25M | 0.74% | −51−0.1% | Reduced |
| Arkadios Wealth Advisors | 39,601 | $6.21M | 0.10% | +3,401+9.4% | Added |
| CAPROCK Group, Inc. | 39,351 | $6.17M | 0.12% | +55+0.1% | Added |
| Carret Asset Management, LLC | 39,278 | $6.16M | 0.54% | −430−1.1% | Reduced |
| RSM US Wealth Management LLC | 39,193 | $6.14M | 0.07% | +582+1.5% | Added |
| Sequoia Financial Advisors, LLC | 38,971 | $6.11M | 0.03% | −3,980−9.3% | Reduced |
| National Bank of Canada | 38,779 | $6.07M | 0.01% | −9,212−19.2% | Reduced |
| EP Wealth Advisors, LLC | 38,592 | $6.05M | 0.02% | +1,481+4.0% | Added |
| Hayek Kallen Investment Management | 37,538 | $5.88M | 1.78% | −532−1.4% | Reduced |
| Farther Finance Advisors, LLC | 37,340 | $5.85M | 0.05% | +2,826+8.2% | Added |
| Gradient Investments LLC | 37,294 | $5.84M | 0.08% | +2,141+6.1% | Added |
| Manufacturers Life Insurance Company, The | 37,227 | $5.83M | 0.00% | +25+0.1% | Added |
| Lido Advisors, LLC | 36,804 | $5.77M | 0.02% | +2,126+6.1% | Added |
| Entropy Technologies, LP | 36,558 | $5.73M | 0.23% | +24,199+195.8% | Added |
| Farmers & Merchants Investments Inc | 36,502 | $5.72M | 0.14% | −163−0.4% | Reduced |
| Spire Wealth Management | 35,965 | $5.63M | 0.17% | −600−1.6% | Reduced |
| Rhumbline Advisers | 35,943 | $5.63M | 0.00% | −163−0.5% | Reduced |
| Timber Creek Capital Management LLC | 35,388 | $5.55M | 1.13% | +1,114+3.3% | Added |
| Price T Rowe Associates Inc | 35,052 | $5.50M | 0.00% | −7,479−17.6% | Reduced |
| Quartz Partners, LLC | 34,861 | $5.46M | 1.79% | −133−0.4% | Reduced |
| Merit Financial Group, LLC | 34,804 | $5.45M | 0.03% | +1,096+3.3% | Added |
| Great Lakes Advisors, LLC | 34,195 | $5.36M | 0.04% | +1,737+5.4% | Added |
| Greenfield Seitz Capital Management, LLC | 33,624 | $5.27M | 1.57% | −926−2.7% | Reduced |
| Auto-Owners Insurance Co | 33,570 | $5.26M | 0.12% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 32,898 | $5.16M | 0.78% | −79−0.2% | Reduced |
| WealthTrust Axiom LLC | 32,676 | $5.12M | 1.14% | −65−0.2% | Reduced |
| Chesley Taft & Associates LLC | 32,410 | $5.08M | 0.20% | −320−1.0% | Reduced |
| SRS Capital Advisors, Inc. | 32,315 | $5.06M | 0.03% | +27,294+543.6% | Added |
| Abundance Wealth Counselors | 32,213 | $5.05M | 0.33% | +15,417+91.8% | Added |
| Fifth Third Bancorp | 32,186 | $5.04M | 0.01% | −3,425−9.6% | Reduced |
| Dearborn Partners LLC | 32,039 | $5.02M | 0.28% | −3,169−9.0% | Reduced |
| Commerce Bank | 31,461 | $4.93M | 0.02% | −569−1.8% | Reduced |
| Americana Partners, LLC | 31,396 | $4.92M | 0.11% | +5,206+19.9% | Added |
| Euro Pacific Asset Management, LLC | 41,457 | $4.89M | 0.57% | −131−0.3% | Reduced |
| Crossmark Global Holdings, Inc. | 31,082 | $4.87M | 0.06% | −1,410−4.3% | Reduced |
| Atomi Financial Group, Inc. | 30,759 | $4.82M | 0.13% | +181+0.6% | Added |
| Azzad Asset Management Inc | 30,427 | $4.77M | 0.42% | +545+1.8% | Added |
| Fred Alger Management, LLC | 30,125 | $4.72M | 0.02% | −17−0.1% | Reduced |
| Cornerstone Wealth Group, LLC | 29,903 | $4.69M | 0.28% | −1,283−4.1% | Reduced |
| Victory Capital Management Inc | 29,560 | $4.63M | 0.00% | −5,872−16.6% | Reduced |
| Ballentine Partners, LLC | 29,508 | $4.62M | 0.06% | +1,429+5.1% | Added |
| Choate Investment Advisors | 29,237 | $4.58M | 0.08% | −1,255−4.1% | Reduced |
| CWA Asset Management Group, LLC | 29,083 | $4.56M | 0.14% | +2,039+7.5% | Added |
| Prentiss Smith & Co Inc | 29,004 | $4.55M | 2.49% | −120−0.4% | Reduced |
| Arjuna Capital | 28,989 | $4.54M | 1.02% | +1,980+7.3% | Added |
| Moody Lynn & Lieberson, LLC | 28,965 | $4.54M | 0.24% | +682+2.4% | Added |
| Private Advisor Group, LLC | 28,916 | $4.53M | 0.02% | −14,849−33.9% | Reduced |
| Engineers Gate Manager LP | 28,899 | $4.53M | 0.06% | +28,899 | New |
| Fort Washington Investment Advisors Inc | 28,866 | $4.52M | 0.02% | −176−0.6% | Reduced |
| Moors & Cabot, Inc. | 28,770 | $4.51M | 0.18% | −1,211−4.0% | Reduced |
| Oxbow Advisors, LLC | 28,452 | $4.46M | 0.36% | −93−0.3% | Reduced |
| Pegasus Asset Management, Inc. | 28,387 | $4.45M | 1.27% | +1,067+3.9% | Added |
| Haverford Trust Co | 28,222 | $4.42M | 0.04% | −160−0.6% | Reduced |
| Fayez Sarofim & Co | 28,162 | $4.41M | 0.01% | +300+1.1% | Added |
| Prospera Financial Services Inc | 28,070 | $4.40M | 0.06% | +29+0.1% | Added |
| CIBC Asset Management Inc | 28,084 | $4.37M | 0.01% | +528+1.9% | Added |
| Northeast Investment Management | 27,819 | $4.36M | 0.16% | −1,073−3.7% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 27,789 | $4.36M | 0.04% | +12,542+82.3% | Added |
| Principal Securities, Inc. | 27,727 | $4.35M | 0.05% | −3,737−11.9% | Reduced |
| Baldwin Brothers Inc | 27,679 | $4.34M | 0.28% | −2,316−7.7% | Reduced |
| Alliancebernstein L.P. | 28,213 | $4.31M | 0.00% | −30,367−51.8% | Reduced |
| Global Retirement Partners, LLC | 27,477 | $4.31M | 0.07% | +27,477 | New |
| NBT Bank N A | 27,417 | $4.30M | 0.28% | −406−1.5% | Reduced |