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 |
|---|---|---|---|---|---|
| Woodmont Investment Counsel LLC | 27,118 | $4.25M | 0.23% | −83−0.3% | Reduced |
| Equitable Trust Co | 26,861 | $4.21M | 0.18% | +7,253+37.0% | Added |
| Penobscot Investment Management Company, Inc. | 26,577 | $4.17M | 0.29% | −1,709−6.0% | Reduced |
| Atlantic Union Bankshares Corp | 26,575 | $4.16M | 0.07% | −515−1.9% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 26,308 | $4.12M | 0.20% | −239,753−90.1% | Reduced |
| Pekin Hardy Strauss, Inc. | 26,136 | $4.10M | 0.36% | −1,350−4.9% | Reduced |
| Naples Global Advisors, LLC | 26,087 | $4.09M | 0.25% | −100−0.4% | Reduced |
| Albert D Mason Inc | 25,727 | $4.03M | 2.29% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 25,560 | $4.01M | 0.24% | −828−3.1% | Reduced |
| We Are One Seven, LLC | 25,560 | $4.01M | 0.07% | −2,589−9.2% | Reduced |
| Telos Capital Management, Inc. | 25,483 | $3.99M | 0.35% | −220−0.9% | Reduced |
| Clearstead Advisors, LLC | 25,239 | $3.96M | 0.04% | −9,489−27.3% | Reduced |
| apricus wealth, LLC | 24,838 | $3.89M | 1.86% | +415+1.7% | Added |
| Diamond Hill Capital Management Inc | 24,822 | $3.89M | 0.03% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 24,810 | $3.89M | 0.20% | +715+3.0% | Added |
| Advisors Asset Management, Inc. | 24,465 | $3.83M | 0.06% | +855+3.6% | Added |
| Peapack Gladstone Financial Corp | 24,292 | $3.81M | 0.04% | −100.0% | Reduced |
| Blue Square Asset Management, LLC | 24,082 | $3.77M | 1.53% | −46−0.2% | Reduced |
| AMG National Trust Bank | 24,015 | $3.76M | 0.08% | −51−0.2% | Reduced |
| Oppenheimer & Co Inc | 23,885 | $3.74M | 0.04% | −30−0.1% | Reduced |
| Shrier Wealth Management, LLC | 23,884 | $3.74M | 1.26% | +183+0.8% | Added |
| EagleClaw Capital Managment, LLC | 23,712 | $3.72M | 0.50% | −3,124−11.6% | Reduced |
| Fca Corp | 23,419 | $3.67M | 0.90% | +568+2.5% | Added |
| Patten & Patten Inc | 23,369 | $3.66M | 0.19% | −25−0.1% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 23,278 | $3.65M | 1.34% | +347+1.5% | Added |
| Kathmere Capital Management, LLC | 22,990 | $3.60M | 0.19% | +1,404+6.5% | Added |
| Third View Private Wealth, LLC | 22,936 | $3.59M | 0.44% | −894−3.8% | Reduced |
| Hall Laurie J Trustee | 22,897 | $3.59M | 1.12% | −300−1.3% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 22,804 | $3.57M | 0.99% | −3,471−13.2% | Reduced |
| Snowden Capital Advisors LLC | 22,603 | $3.54M | 0.08% | +2,496+12.4% | Added |
| First National Bank of Omaha | 22,319 | $3.52M | 0.10% | −10,352−31.7% | Reduced |
| Tealwood Asset Management Inc | 22,271 | $3.49M | 1.34% | −91−0.4% | Reduced |
| Evolve Private Wealth, LLC | 21,893 | $3.43M | 0.21% | −681−3.0% | Reduced |
| Great Valley Advisor Group, Inc. | 21,792 | $3.42M | 0.05% | +1,210+5.9% | Added |
| Foster & Motley Inc | 21,447 | $3.36M | 0.15% | −666−3.0% | Reduced |
| Old Port Advisors | 21,266 | $3.33M | 0.66% | +165+0.8% | Added |
| Voya Investment Management LLC | 21,245 | $3.33M | 0.00% | −10,495−33.1% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 21,020 | $3.29M | 1.98% | −5,775−21.6% | Reduced |
| Cloverfields Capital Group, LP | 20,881 | $3.27M | 0.99% | −2,007−8.8% | Reduced |
| Concurrent Investment Advisors, LLC | 20,676 | $3.24M | 0.03% | +5,843+39.4% | Added |
| Coastline Trust Co | 20,595 | $3.23M | 0.29% | +254+1.2% | Added |
| Perigon Wealth Management, LLC | 20,563 | $3.22M | 0.05% | −102−0.5% | Reduced |
| Integrated Wealth Concepts LLC | 20,523 | $3.22M | 0.02% | −2,120−9.4% | Reduced |
| Summit Trail Advisors, LLC | 20,407 | $3.20M | 0.04% | −438−2.1% | Reduced |
| Beacon Financial Group | 20,231 | $3.17M | 0.29% | −267−1.3% | Reduced |
| Cascade Investment Advisors, Inc. | 20,060 | $3.14M | 1.72% | −450−2.2% | Reduced |
| Marietta Investment Partners LLC | 20,019 | $3.14M | 0.54% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 20,054 | $3.13M | 0.05% | +12,198+155.3% | Added |
| Diversify Advisory Services, LLC | 20,054 | $3.13M | 0.05% | +20,054 | New |
| Pinnacle Financial Partners, Inc. | 19,742 | $3.09M | 0.02% | −1,012−4.9% | Reduced |
| Perennial Advisors, LLC | 19,702 | $3.09M | 0.48% | −21,186−51.8% | Reduced |
| Mission Wealth Management, LP | 19,690 | $3.09M | 0.04% | +9,086+85.7% | Added |
| HB Wealth Management, LLC | 19,549 | $3.06M | 0.02% | +1,237+6.8% | Added |
| Susquehanna International Group, LLP | 19,482 | $3.05M | 0.00% | −40,799−67.7% | Reduced |
| Fairfield, Bush & Co. | 19,239 | $3.02M | 1.48% | −105−0.5% | Reduced |
| Trust Co of Toledo NA | 19,068 | $2.99M | 0.25% | −23−0.1% | Reduced |
| Kestra Private Wealth Services, LLC | 19,054 | $2.99M | 0.03% | −6,233−24.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 19,022 | $2.98M | 0.01% | +713+3.9% | Added |
| Acadian Asset Management LLC | 18,743 | $2.94M | 0.00% | +39+0.2% | Added |
| Parr McKnight Wealth Management Group, LLC | 18,651 | $2.92M | 0.35% | −3,319−15.1% | Reduced |
| Beutel, Goodman & Co Ltd. | 18,599 | $2.91M | 0.02% | −225−1.2% | Reduced |
| Dynamic Advisor Solutions LLC | 17,912 | $2.81M | 0.08% | +1,298+7.8% | Added |
| Independent Investors Inc | 17,900 | $2.81M | 0.54% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 17,763 | $2.78M | 0.65% | 00.0% | Unchanged |
| Virtu Financial LLC | 17,757 | $2.78M | 0.09% | +17,757 | New |
| Abbot Financial Management, Inc. | 17,701 | $2.77M | 1.02% | −205−1.1% | Reduced |
| Bradley Foster & Sargent Inc | 17,635 | $2.76M | 0.04% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 17,632 | $2.76M | 0.40% | +646+3.8% | Added |
| Smartleaf Asset Management LLC | 17,483 | $2.76M | 0.09% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 17,467 | $2.74M | 0.03% | −1,443−7.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 17,411 | $2.73M | 0.28% | −22,085−55.9% | Reduced |
| Everett Harris & Co | 17,363 | $2.72M | 0.03% | 00.0% | Unchanged |
| Nichols & Pratt Advisers LLP | 17,297 | $2.71M | 0.16% | +50+0.3% | Added |
| Strategic Global Advisors, LLC | 17,342 | $2.71M | 0.39% | +750+4.5% | Added |
| Warren Averett Asset Management, LLC | 17,249 | $2.70M | 0.02% | −52−0.3% | Reduced |
| Aptus Capital Advisors, LLC | 17,200 | $2.70M | 0.02% | +1,256+7.9% | Added |
| Venturi Wealth Management, LLC | 17,084 | $2.68M | 0.10% | +581+3.5% | Added |
| Benedict Financial Advisors Inc | 17,055 | $2.67M | 0.52% | −311−1.8% | Reduced |
| Checchi Capital Advisers, LLC | 16,953 | $2.66M | 0.17% | −395−2.3% | Reduced |
| BTC Capital Management, Inc. | 16,933 | $2.65M | 0.16% | +393+2.4% | Added |
| Jamison Private Wealth Management, Inc. | 16,888 | $2.65M | 0.27% | +17+0.1% | Added |
| Level Four Advisory Services, LLC | 16,882 | $2.65M | 0.07% | −450−2.6% | Reduced |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 16,800 | $2.63M | 0.42% | −3,200−16.0% | Reduced |
| Optimist Retirement Group LLC | 16,777 | $2.63M | 1.01% | −21−0.1% | Reduced |
| Northside Capital Management, LLC | 16,724 | $2.62M | 0.21% | −160−0.9% | Reduced |
| Patten Group, Inc. | 16,667 | $2.61M | 0.41% | −359−2.1% | Reduced |
| IAM Advisory, LLC | 16,635 | $2.61M | 0.51% | +68+0.4% | Added |
| Ipswich Investment Management Co., Inc. | 16,585 | $2.60M | 0.55% | +2,750+19.9% | Added |
| Rothschild Investment LLC | 16,578 | $2.60M | 0.10% | −311−1.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 16,577 | $2.60M | 0.03% | +430+2.7% | Added |
| Ascent Wealth Partners, LLC | 16,473 | $2.58M | 0.26% | +575+3.6% | Added |
| Schonfeld Strategic Advisors LLC | 16,468 | $2.58M | 0.01% | +6,949+73.0% | Added |
| Dorsey & Whitney Trust CO LLC | 16,322 | $2.56M | 0.12% | −110−0.7% | Reduced |
| Csenge Advisory Group | 16,110 | $2.52M | 0.10% | +1,973+14.0% | Added |
| Empire Financial Management Company, LLC | 16,106 | $2.52M | 1.00% | +109+0.7% | Added |
| Parallel Advisors, LLC | 15,640 | $2.45M | 0.04% | −726−4.4% | Reduced |
| Palisade Asset Management, LLC | 15,639 | $2.45M | 0.23% | −770−4.7% | Reduced |
| Ativo Capital Management LLC | 15,609 | $2.45M | 1.87% | −222−1.4% | Reduced |
| Regions Financial Corp | 15,547 | $2.44M | 0.01% | +1,157+8.0% | Added |
| Headinvest, LLC | 15,391 | $2.41M | 0.45% | −334−2.1% | Reduced |