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 |
|---|---|---|---|---|---|
| Mosaic Financial Group, LLC | 14,973 | $2.35M | 1.50% | −13−0.1% | Reduced |
| Baker Ellis Asset Management LLC | 14,950 | $2.34M | 0.24% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 14,928 | $2.34M | 0.23% | −439−2.9% | Reduced |
| Altman Advisors, Inc. | 14,896 | $2.33M | 0.84% | −75−0.5% | Reduced |
| New Vernon Capital Holdings II LLC | 14,733 | $2.31M | 1.27% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 14,644 | $2.30M | 0.04% | +14,644 | New |
| Abel Hall, LLC | 14,598 | $2.29M | 0.40% | +99+0.7% | Added |
| Greenleaf Trust | 14,361 | $2.25M | 0.02% | −121−0.8% | Reduced |
| Clark Capital Management Group, Inc. | 14,258 | $2.23M | 0.01% | −237,636−94.3% | Reduced |
| Park National Corp | 14,119 | $2.21M | 0.06% | −44−0.3% | Reduced |
| GAMMA Investing LLC | 14,066 | $2.20M | 0.08% | +758+5.7% | Added |
| Two Sigma Investments, LP | 13,992 | $2.19M | 0.00% | −13,536−49.2% | Reduced |
| Fort Sheridan Advisors LLC | 13,967 | $2.19M | 0.24% | +438+3.2% | Added |
| Personal Cfo Solutions, LLC | 13,900 | $2.18M | 0.31% | +2,069+17.5% | Added |
| Marco Investment Management LLC | 13,875 | $2.17M | 0.14% | 00.0% | Unchanged |
| Bailard, Inc. | 13,869 | $2.17M | 0.04% | +587+4.4% | Added |
| Highland Capital Management, LLC | 13,845 | $2.17M | 0.10% | −1,102−7.4% | Reduced |
| Sepio Capital, LP | 13,731 | $2.15M | 0.11% | +738+5.7% | Added |
| Northstar Asset Management LLC | 13,875 | $2.15M | 0.41% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 13,636 | $2.14M | 0.10% | −130−0.9% | Reduced |
| FSB Premier Wealth Management, Inc. | 13,534 | $2.12M | 0.60% | −3,436−20.2% | Reduced |
| Savvy Advisors, Inc. | 13,331 | $2.09M | 0.04% | +1,895+16.6% | Added |
| Denali Advisors LLC | 13,287 | $2.08M | 0.21% | −306−2.3% | Reduced |
| AIMZ Investment Advisors, LLC | 13,284 | $2.08M | 0.57% | −50−0.4% | Reduced |
| Kingsview Wealth Management, LLC | 13,243 | $2.08M | 0.03% | +1,474+12.5% | Added |
| OpenArc Corporate Advisory, LLC | 13,228 | $2.07M | 0.02% | +450+3.5% | Added |
| Sanibel Captiva Trust Company, Inc. | 13,186 | $2.07M | 0.05% | +961+7.9% | Added |
| Kahn Brothers Group Inc | 13,186 | $2.07M | 0.33% | −200−1.5% | Reduced |
| Capital Financial Group Inc | 13,034 | $2.04M | 1.07% | −469−3.5% | Reduced |
| Johnson Investment Counsel Inc | 12,976 | $2.03M | 0.01% | +87+0.7% | Added |
| TD Private Client Wealth LLC | 12,892 | $2.02M | 0.04% | −856−6.2% | Reduced |
| Adviser Investments LLC | 12,844 | $2.01M | 0.02% | +81+0.6% | Added |
| Cornerstone Planning, LLC | 12,843 | $2.01M | 0.47% | +184+1.5% | Added |
| HM Payson & Co | 12,837 | $2.01M | 0.03% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 12,983 | $2.01M | 0.05% | −324−2.4% | Reduced |
| Ascent Group, LLC | 12,806 | $2.01M | 0.06% | −487−3.7% | Reduced |
| Boit C F David | 12,800 | $2.01M | 0.84% | 00.0% | Unchanged |
| TrueMark Investments, LLC | 12,800 | $2.01M | 0.25% | +1,625+14.5% | Added |
| Opal Capital LLC | 12,800 | $2.01M | 0.36% | +1,625+14.5% | Added |
| Compass Wealth Management LLC | 12,747 | $2.00M | 0.38% | −100−0.8% | Reduced |
| Sterling Capital Management LLC | 12,692 | $1.99M | 0.03% | −799−5.9% | Reduced |
| Arnhold LLC | 12,636 | $1.98M | 0.14% | 00.0% | Unchanged |
| PCM Encore, LLC | 12,510 | $1.96M | 0.34% | −102−0.8% | Reduced |
| Roberts Glore & Co Inc | 12,498 | $1.96M | 0.48% | −70−0.6% | Reduced |
| Value Partners Investments Inc. | 12,450 | $1.95M | 0.14% | +329+2.7% | Added |
| Portside Wealth Group, LLC | 12,409 | $1.94M | 0.23% | +1,857+17.6% | Added |
| Ellevest, Inc. | 12,495 | $1.93M | 0.23% | +583+4.9% | Added |
| Henshaw Capital LLC | 12,295 | $1.93M | 0.06% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 12,284 | $1.93M | 0.06% | +1,641+15.4% | Added |
| Physicians Financial Services, Inc. | 12,234 | $1.92M | 0.48% | −50−0.4% | Reduced |
| Wealth Group, Ltd. | 12,234 | $1.92M | 0.48% | +10,034+456.1% | Added |
| Plancorp, LLC | 12,291 | $1.89M | 0.05% | 00.0% | Unchanged |
| Generali Investments CEE, investicni spolecnost, a.s. | 12,000 | $1.88M | 0.09% | 00.0% | Unchanged |
| Integrated Quantitative Investments LLC | 11,975 | $1.88M | 0.31% | +11,975 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 11,917 | $1.87M | 0.02% | +4,919+70.3% | Added |
| Carnegie Capital Asset Management, LLC | 11,834 | $1.85M | 0.04% | −25−0.2% | Reduced |
| Parsons Capital Management Inc | 11,795 | $1.85M | 0.08% | −50.0% | Reduced |
| Equitable Holdings, Inc. | 11,702 | $1.83M | 0.01% | −14,872−56.0% | Reduced |
| Dynasty Wealth Management, LLC | 11,695 | $1.83M | 0.01% | −420−3.5% | Reduced |
| Glass Wealth Management Co LLC | 11,690 | $1.83M | 0.61% | −40−0.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 11,662 | $1.83M | 0.01% | +2,588+28.5% | Added |
| Ashton Thomas Private Wealth, LLC | 11,663 | $1.83M | 0.04% | +252+2.2% | Added |
| Dorsey Wright & Associates | 11,585 | $1.82M | 0.31% | −4,679−28.8% | Reduced |
| Frank, Rimerman Advisors LLC | 11,569 | $1.81M | 0.10% | +125+1.1% | Added |
| CMH Wealth Management LLC | 11,433 | $1.79M | 0.27% | +380+3.4% | Added |
| Bryn Mawr Trust Co | 11,307 | $1.77M | 0.04% | −900−7.4% | Reduced |
| Greenwich Wealth Management LLC | 11,294 | $1.77M | 0.06% | 00.0% | Unchanged |
| XTX Topco Ltd | 11,248 | $1.76M | 0.02% | −49,318−81.4% | Reduced |
| Guggenheim Capital LLC | 11,163 | $1.75M | 0.01% | −170−1.5% | Reduced |
| CSM Advisors, LLC | 11,160 | $1.75M | 0.04% | −1,315−10.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 11,157 | $1.75M | 0.02% | −68−0.6% | Reduced |
| Intrust Bank NA | 11,153 | $1.75M | 0.13% | −195−1.7% | Reduced |
| Geneos Wealth Management Inc. | 11,132 | $1.74M | 0.04% | −38,857−77.7% | Reduced |
| Brookstone Capital Management | 11,103 | $1.74M | 0.02% | −189−1.7% | Reduced |
| Smart Money Group LLC | 11,067 | $1.73M | 0.45% | +476+4.5% | Added |
| Wellington Management Group LLP | 11,045 | $1.73M | 0.00% | +11,045 | New |
| Basecamp Wealth Advisors LLC | 10,959 | $1.72M | 0.32% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 10,929 | $1.71M | 0.03% | +151+1.4% | Added |
| Versant Capital Management, Inc | 10,771 | $1.69M | 0.15% | +501+4.9% | Added |
| Guyasuta Investment Advisors Inc | 10,767 | $1.69M | 0.09% | 00.0% | Unchanged |
| Ar Asset Management Inc | 10,750 | $1.69M | 0.31% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 10,748 | $1.68M | 0.03% | +1,433+15.4% | Added |
| Silvercrest Asset Management Group LLC | 10,746 | $1.68M | 0.01% | −1,379−11.4% | Reduced |
| Trust Co of Oklahoma | 10,723 | $1.68M | 0.43% | −604−5.3% | Reduced |
| Drexel Morgan & Co. | 10,720 | $1.68M | 0.23% | 00.0% | Unchanged |
| Boston Family Office LLC | 10,627 | $1.67M | 0.10% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 10,590 | $1.66M | 0.03% | −572−5.1% | Reduced |
| Horizon Kinetics Asset Management LLC | 10,588 | $1.66M | 0.02% | −403−3.7% | Reduced |
| Walsky Investment Management, Inc. | 10,507 | $1.65M | 1.53% | −65−0.6% | Reduced |
| Somerville Kurt F | 10,438 | $1.64M | 0.39% | 00.0% | Unchanged |
| Holderness Investments Co | 10,410 | $1.63M | 0.27% | −48−0.5% | Reduced |
| Kentucky Trust Co | 10,312 | $1.62M | 0.78% | −825−7.4% | Reduced |
| Jane Street Group, LLC | 10,207 | $1.60M | 0.00% | −356,260−97.2% | Reduced |
| Bridgewater Advisors Inc. | 10,369 | $1.59M | 0.09% | +120+1.2% | Added |
| Voya Financial Advisors, Inc. | 10,020 | $1.58M | 0.14% | −2,793−21.8% | Reduced |
| Berkeley Capital Partners, LLC | 10,041 | $1.57M | 0.32% | +142+1.4% | Added |
| Apollon Wealth Management, LLC | 10,037 | $1.57M | 0.02% | −757−7.0% | Reduced |
| Solutions 4 Wealth, Ltd | 10,026 | $1.57M | 2.03% | −704−6.6% | Reduced |
| Occidental Asset Management, LLC | 10,018 | $1.57M | 0.16% | +6,829+214.1% | Added |
| Osprey Private Wealth LLC | 10,000 | $1.57M | 0.40% | 00.0% | Unchanged |