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 |
|---|---|---|---|---|---|
| Verition Fund Management LLC | 10,000 | $1.57M | 0.01% | +7,140+249.7% | Added |
| TCG Advisory Services, LLC | 9,958 | $1.56M | 0.03% | +3,300+49.6% | Added |
| Agate Pass Investment Management, LLC | 9,950 | $1.56M | 0.57% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 9,863 | $1.55M | 0.07% | 00.0% | Unchanged |
| Old National Bancorp | 9,844 | $1.54M | 0.03% | −20−0.2% | Reduced |
| Advisory Resource Group | 9,787 | $1.53M | 0.23% | −1,039−9.6% | Reduced |
| Nicholas Hoffman & Company, LLC. | 9,771 | $1.53M | 0.03% | +55+0.6% | Added |
| IMC-Chicago, LLC | 9,740 | $1.53M | 0.01% | +9,740 | New |
| Public Employees Retirement System of Ohio | 9,700 | $1.52M | 0.00% | −712−6.8% | Reduced |
| Ronald Blue Trust, Inc. | 9,700 | $1.52M | 0.02% | −253−2.5% | Reduced |
| Stock Yards Bank & Trust Co | 9,690 | $1.52M | 0.04% | −337−3.4% | Reduced |
| AlphaCore Capital LLC | 9,658 | $1.51M | 0.03% | +2,888+42.7% | Added |
| PDS Planning, Inc | 9,632 | $1.51M | 0.09% | +104+1.1% | Added |
| WealthPlan Investment Management, LLC | 9,630 | $1.51M | 0.07% | +36+0.4% | Added |
| Mather Group, LLC. | 9,570 | $1.50M | 0.01% | −579−5.7% | Reduced |
| Retirement Guys Formula LLC | 9,489 | $1.49M | 0.56% | +874+10.1% | Added |
| Cullen/Frost Bankers, Inc. | 9,463 | $1.48M | 0.01% | −40.0% | Reduced |
| Venture Visionary Partners LLC | 9,396 | $1.47M | 0.04% | −91−1.0% | Reduced |
| AE Wealth Management LLC | 9,392 | $1.47M | 0.01% | −857−8.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,361 | $1.47M | 0.02% | −152−1.6% | Reduced |
| Foyston, Gordon, & Payne Inc | 9,044 | $1.47M | 0.31% | −1,287−12.5% | Reduced |
| Valeo Financial Advisors, LLC | 9,310 | $1.46M | 0.03% | +1,308+16.3% | Added |
| Stratos Wealth Partners, LTD. | 9,205 | $1.44M | 0.01% | −514−5.3% | Reduced |
| 1620 Investment Advisors, Inc. | 9,183 | $1.44M | 0.89% | +89+1.0% | Added |
| Modern Wealth Management, LLC | 9,144 | $1.43M | 0.02% | −234−2.5% | Reduced |
| May Hill Capital, LLC | 9,081 | $1.42M | 0.30% | +62+0.7% | Added |
| KCM Investment Advisors LLC | 9,075 | $1.42M | 0.04% | −23−0.3% | Reduced |
| Mystic Asset Management, Inc. | 9,069 | $1.42M | 0.30% | −100−1.1% | Reduced |
| Elser Financial Planning, Inc | 8,978 | $1.41M | 0.06% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 8,976 | $1.41M | 0.07% | −97−1.1% | Reduced |
| Crux Wealth Advisors | 8,973 | $1.41M | 0.49% | −540−5.7% | Reduced |
| Connable Office Inc | 8,946 | $1.40M | 0.12% | +2,545+39.8% | Added |
| Gladstone Institutional Advisory LLC | 8,936 | $1.40M | 0.04% | +1,452+19.4% | Added |
| Beaton Management Co. Inc. | 8,873 | $1.39M | 0.57% | 00.0% | Unchanged |
| Becker Capital Management Inc | 8,857 | $1.39M | 0.04% | −500−5.3% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 8,830 | $1.38M | 0.00% | +207+2.4% | Added |
| Douglass Winthrop Advisors, LLC | 8,755 | $1.37M | 0.02% | −1,083−11.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 8,738 | $1.37M | 0.04% | −63−0.7% | Reduced |
| Novem Group | 8,727 | $1.37M | 0.14% | −615−6.6% | Reduced |
| Thrivent Financial for Lutherans | 8,694 | $1.36M | 0.00% | +1,596+22.5% | Added |
| Brighton Jones LLC | 8,709 | $1.36M | 0.03% | +1,128+14.9% | Added |
| Avidian Wealth Solutions, LLC | 8,699 | $1.36M | 0.04% | −444−4.9% | Reduced |
| LCNB Corp | 8,673 | $1.36M | 0.42% | −575−6.2% | Reduced |
| Barclays PLC | 8,627 | $1.35M | 0.00% | +1,154+15.4% | Added |
| Diversified Trust Co | 8,626 | $1.35M | 0.02% | +3,072+55.3% | Added |
| Abacus Wealth Partners, LLC | 8,613 | $1.35M | 0.14% | −9,757−53.1% | Reduced |
| Mayflower Financial Advisors, LLC | 8,591 | $1.35M | 0.12% | −135−1.5% | Reduced |
| Stratos Wealth Advisors, LLC | 8,587 | $1.35M | 0.07% | +159+1.9% | Added |
| Resources Investment Advisors, LLC. | 8,585 | $1.35M | 0.01% | −10−0.1% | Reduced |
| HF Advisory Group, LLC | 8,551 | $1.34M | 0.41% | −3,463−28.8% | Reduced |
| Aprio Wealth Management, LLC | 8,513 | $1.33M | 0.07% | +246+3.0% | Added |
| Cambridge Advisors Inc. | 8,475 | $1.33M | 0.23% | −500−5.6% | Reduced |
| Kensington Investment Counsel, LLC | 8,456 | $1.33M | 0.58% | −14−0.2% | Reduced |
| Simmons Bank | 8,408 | $1.32M | 0.08% | +175+2.1% | Added |
| Hilltop Holdings Inc. | 8,383 | $1.31M | 0.11% | −600−6.7% | Reduced |
| Transcend Wealth Collective, LLC | 8,348 | $1.31M | 0.09% | −745−8.2% | Reduced |
| YANKCOM Partnership | 8,346 | $1.31M | 0.47% | +33+0.4% | Added |
| Sittner & Nelson, LLC | 8,339 | $1.31M | 0.41% | +23+0.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,335 | $1.31M | 0.03% | +1,534+22.6% | Added |
| Chicago Trust Co NA | 8,320 | $1.30M | 0.19% | −95−1.1% | Reduced |
| Northcape Wealth Management, LLC | 8,271 | $1.30M | 0.34% | −99−1.2% | Reduced |
| Quantbot Technologies LP | 8,263 | $1.29M | 0.05% | +8,263 | New |
| Clear Creek Financial Management, LLC | 8,250 | $1.29M | 0.08% | +5,290+178.7% | Added |
| Jacobi Capital Management LLC | 8,245 | $1.29M | 0.06% | +78+1.0% | Added |
| Flputnam Investment Management Co | 8,090 | $1.27M | 0.02% | −1,847−18.6% | Reduced |
| Valmark Advisers, Inc. | 8,050 | $1.26M | 0.01% | +73+0.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 8,039 | $1.26M | 0.00% | −851−9.6% | Reduced |
| Stonebridge Capital Management Inc | 8,032 | $1.26M | 0.61% | −2,501−23.7% | Reduced |
| Independent Advisor Alliance | 8,003 | $1.25M | 0.03% | −150−1.8% | Reduced |
| RD Lewis Holdings, Inc. | 8,071 | $1.25M | 0.93% | +155+2.0% | Added |
| Unique Wealth Strategies, LLC | 7,992 | $1.25M | 0.46% | 00.0% | Unchanged |
| Delphi Management Inc | 7,982 | $1.25M | 1.22% | −6−0.1% | Reduced |
| Guardian Partners Inc. | 7,965 | $1.25M | 0.11% | −126−1.6% | Reduced |
| Sage Rhino Capital LLC | 7,947 | $1.25M | 0.20% | +301+3.9% | Added |
| Five Oceans Advisors | 7,908 | $1.24M | 0.40% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 7,882 | $1.24M | 0.14% | −200−2.5% | Reduced |
| Montag A & Associates Inc | 7,847 | $1.23M | 0.05% | −14−0.2% | Reduced |
| Valley National Advisers Inc | 7,794 | $1.22M | 0.14% | −65−0.8% | Reduced |
| Harbour Trust & Investment Management Co | 7,649 | $1.20M | 0.12% | −20−0.3% | Reduced |
| Ruggaard & Associates LLC | 7,643 | $1.20M | 0.43% | +101+1.3% | Added |
| Lantz Financial LLC | 7,596 | $1.19M | 0.22% | −304−3.8% | Reduced |
| Central Trust Co | 7,518 | $1.18M | 0.02% | +589+8.5% | Added |
| Buckingham Strategic Partners | 7,504 | $1.18M | 0.01% | +382+5.4% | Added |
| Rehmann Capital Advisory Group | 7,503 | $1.18M | 0.05% | +806+12.0% | Added |
| Kennon-Green & Company, LLC | 7,452 | $1.17M | 0.91% | −5−0.1% | Reduced |
| Madson Wealth Advisors Inc | 7,299 | $1.14M | 0.78% | +740+11.3% | Added |
| Chilton Capital Management LLC | 7,290 | $1.14M | 0.04% | −20.0% | Reduced |
| Welch Group, LLC | 7,262 | $1.14M | 0.04% | −2,204−23.3% | Reduced |
| SevenBridge Financial Group, LLC | 7,267 | $1.14M | 0.17% | −457−5.9% | Reduced |
| Syon Capital LLC | 7,220 | $1.13M | 0.05% | +2,571+55.3% | Added |
| AdvisorShares Investments LLC | 7,171 | $1.12M | 0.14% | −639−8.2% | Reduced |
| New Hampshire Trust | 7,170 | $1.12M | 0.21% | −4−0.1% | Reduced |
| Keystone Financial Services | 7,155 | $1.12M | 0.29% | +96+1.4% | Added |
| Headlands Technologies LLC | 7,145 | $1.12M | 0.12% | +5,172+262.1% | Added |
| Frec Markets, Inc. | 7,133 | $1.12M | 0.10% | +871+13.9% | Added |
| St. Clair Advisors, LLC | 7,092 | $1.11M | 0.29% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 7,091 | $1.11M | 0.95% | −465−6.2% | Reduced |
| Associated Banc-Corp | 7,039 | $1.10M | 0.03% | −235−3.2% | Reduced |
| South State Corp. | 7,021 | $1.10M | 0.05% | −10.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 6,978 | $1.09M | 0.02% | −39,458−85.0% | Reduced |