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 |
|---|---|---|---|---|---|
| Mezzasalma Advisors, LLC | 6,965 | $1.09M | 0.22% | +307+4.6% | Added |
| Investment Research Partners LLC | 6,950 | $1.09M | 0.37% | +827+13.5% | Added |
| Hutner Capital Management Inc | 6,891 | $1.08M | 0.43% | +57+0.8% | Added |
| Kimelman & Baird, LLC | 6,850 | $1.07M | 0.08% | 00.0% | Unchanged |
| Romano Brothers and Company | 6,797 | $1.07M | 0.11% | −50−0.7% | Reduced |
| Castlekeep Investment Advisors LLC | 6,792 | $1.06M | 0.53% | −501−6.9% | Reduced |
| StrongBox Wealth, LLC | 6,789 | $1.06M | 0.30% | 00.0% | Unchanged |
| Cypress Asset Management Inc | 6,760 | $1.06M | 0.21% | 00.0% | Unchanged |
| Eastern Bank | 6,744 | $1.06M | 0.02% | −1,609−19.3% | Reduced |
| Southeast Asset Advisors Inc. | 6,716 | $1.05M | 0.11% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 6,697 | $1.05M | 0.00% | −75−1.1% | Reduced |
| First Horizon Corp | 6,664 | $1.04M | 0.04% | 00.0% | Unchanged |
| Stephens Inc | 6,628 | $1.04M | 0.01% | +14+0.2% | Added |
| Harbour Investments, Inc. | 6,599 | $1.03M | 0.01% | −3,200−32.7% | Reduced |
| Umb Bank N A | 6,571 | $1.03M | 0.01% | −93−1.4% | Reduced |
| Sowell Financial Services LLC | 6,566 | $1.03M | 0.03% | −787−10.7% | Reduced |
| Gateway Investment Advisers LLC | 6,564 | $1.03M | 0.01% | +202+3.2% | Added |
| Curbstone Financial Management Corp | 6,532 | $1.02M | 0.17% | +2,338+55.7% | Added |
| Harrell Investment Partners, LLC | 6,498 | $1.02M | 0.22% | +8+0.1% | Added |
| Joel Isaacson & Co., LLC | 6,486 | $1.02M | 0.03% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 6,446 | $1.01M | 0.00% | +212+3.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 6,438 | $1.01M | 0.10% | +798+14.1% | Added |
| Sykon Capital LLC | 6,403 | $1.00M | 0.31% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 6,398 | $1.00M | 0.26% | −300−4.5% | Reduced |
| Catalytic Wealth RIA, LLC | 6,349 | $995.0K | 0.06% | +1,327+26.4% | Added |
| Trust Point Inc. | 6,344 | $994.2K | 0.08% | +232+3.8% | Added |
| Lee Danner & Bass Inc | 6,340 | $993.6K | 0.06% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 6,330 | $992.0K | 0.07% | −125−1.9% | Reduced |
| Private Trust Co NA | 6,324 | $991.1K | 0.08% | −70−1.1% | Reduced |
| JNBA Financial Advisors | 6,281 | $984.3K | 0.07% | +32+0.5% | Added |
| SNS Financial Group, LLC | 6,278 | $983.9K | 0.02% | +6,278 | New |
| Applied Finance Capital Management, LLC | 6,260 | $981.1K | 0.07% | −911−12.7% | Reduced |
| Marotta Asset Management | 6,351 | $978.9K | 0.16% | −140−2.2% | Reduced |
| Motco | 6,233 | $976.8K | 0.08% | +88+1.4% | Added |
| Keel Point, LLC | 6,229 | $976.2K | 0.06% | +214+3.6% | Added |
| Insigneo Advisory Services, LLC | 6,217 | $974.3K | 0.04% | +124+2.0% | Added |
| St Germain D J Co Inc | 6,177 | $968.1K | 0.03% | −215−3.4% | Reduced |
| Seeds Investor LLC | 6,174 | $967.6K | 0.10% | −329−5.1% | Reduced |
| North Star Asset Management Inc | 6,158 | $965.1K | 0.04% | −63−1.0% | Reduced |
| Monticello Wealth Management, LLC | 6,153 | $964.3K | 0.05% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 6,151 | $964.0K | 0.12% | −2,575−29.5% | Reduced |
| Meriwether Wealth & Planning, LLC | 6,134 | $961.3K | 0.48% | +61+1.0% | Added |
| Modera Wealth Management, LLC | 6,102 | $956.3K | 0.01% | +1,177+23.9% | Added |
| Credit Agricole S A | 6,089 | $954.3K | 0.00% | +453+8.0% | Added |
| Schulhoff & Co Inc | 6,053 | $948.6K | 0.38% | +30.0% | Added |
| Heritage Wealth Management, Inc. | 6,052 | $948.4K | 0.24% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 6,045 | $947.4K | 0.45% | +6,045 | New |
| Resonant Capital Advisors, LLC | 6,007 | $941.4K | 0.04% | −157−2.5% | Reduced |
| Simplicity Wealth,LLC | 5,984 | $937.7K | 0.03% | +544+10.0% | Added |
| Benjamin Edwards Inc | 5,979 | $937.0K | 0.01% | +726+13.8% | Added |
| Kennedy Investment Group | 5,972 | $936.0K | 0.32% | −4−0.1% | Reduced |
| Anchor Investment Management, LLC | 5,952 | $932.8K | 0.07% | −774−11.5% | Reduced |
| Cypress Capital Group | 5,941 | $931.1K | 0.09% | 00.0% | Unchanged |
| West Family Investments, Inc. | 5,931 | $929.5K | 0.27% | −272−4.4% | Reduced |
| WSFS Capital Management, LLC | 5,909 | $926.0K | 0.04% | −93−1.5% | Reduced |
| Lazard Asset Management LLC | 5,897 | $924.2K | 0.00% | −805−12.0% | Reduced |
| Jeppson Wealth Management, LLC | 5,873 | $920.4K | 0.27% | −165−2.7% | Reduced |
| Arvest Bank Trust Division | 5,844 | $915.9K | 0.04% | −332−5.4% | Reduced |
| Bradyco, Inc. | 5,841 | $915.4K | 1.05% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 5,794 | $908.0K | 0.11% | 00.0% | Unchanged |
| Wedmont Private Capital | 5,894 | $908.0K | 0.02% | −798−11.9% | Reduced |
| Peoples Bank | 5,790 | $907.4K | 0.88% | −200−3.3% | Reduced |
| Steadtrust LLC | 5,769 | $904.1K | 0.46% | +20.0% | Added |
| Dickmeyer Boyce Financial Management, Inc. | 5,762 | $903.0K | 0.47% | −245−4.1% | Reduced |
| Principal Street Partners, LLC | 5,755 | $901.9K | 0.13% | −51−0.9% | Reduced |
| Bangor Savings Bank | 5,752 | $901.5K | 0.07% | −419−6.8% | Reduced |
| Centaurus Financial, Inc. | 5,748 | $901.0K | 0.04% | +154+2.8% | Added |
| NTV Asset Management LLC | 5,744 | $900.2K | 0.09% | −40−0.7% | Reduced |
| Radnor Capital Management, LLC | 5,725 | $897.2K | 0.13% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 5,679 | $890.0K | 0.03% | −155−2.7% | Reduced |
| Helen Stephens Group, LLC | 5,661 | $887.2K | 0.15% | +1,720+43.6% | Added |
| Davis Investment Partners, LLC | 5,658 | $886.8K | 0.27% | 00.0% | Unchanged |
| Twin City Private Wealth, LLC | 5,647 | $885.0K | 0.62% | +114+2.1% | Added |
| Neville Rodie & Shaw Inc | 5,610 | $879.0K | 0.06% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 5,586 | $875.4K | 0.05% | +91+1.7% | Added |
| CVA Family Office, LLC | 5,542 | $868.5K | 0.08% | 00.0% | Unchanged |
| Penbrook Management LLC | 5,540 | $868.2K | 0.55% | 00.0% | Unchanged |
| Larry Mathis Financial Planning, LLC | 5,510 | $863.5K | 0.66% | −65−1.2% | Reduced |
| First Citizens Bank & Trust Co | 5,507 | $863.1K | 0.01% | −273−4.7% | Reduced |
| Altus Wealth Group LLC | 5,463 | $856.2K | 0.31% | +5+0.1% | Added |
| Wealthspire Advisors, LLC | 5,454 | $854.7K | 0.00% | −581−9.6% | Reduced |
| IHT Wealth Management, LLC | 5,450 | $854.1K | 0.02% | +108+2.0% | Added |
| Diesslin Group, Inc. | 5,434 | $851.7K | 0.33% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 5,430 | $851.0K | 0.08% | −408−7.0% | Reduced |
| Texas Bank & Trust Co | 5,429 | $850.8K | 0.28% | +51+0.9% | Added |
| Crestwood Advisors Group LLC | 5,428 | $850.6K | 0.01% | +536+11.0% | Added |
| R Squared Ltd | 5,411 | $848.0K | 0.45% | +1,314+32.1% | Added |
| MB, Levis & Associates, LLC | 5,410 | $847.9K | 0.31% | 00.0% | Unchanged |
| Summit Financial, LLC | 5,394 | $845.3K | 0.01% | +41+0.8% | Added |
| XML Financial, LLC | 5,376 | $842.5K | 0.06% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 5,361 | $840.2K | 0.04% | +39+0.7% | Added |
| FDx Advisors, Inc. | 5,362 | $840.0K | 0.25% | +1,206+29.0% | Added |
| Knightsbridge Asset Management, LLC | 5,345 | $837.6K | 0.11% | −38−0.7% | Reduced |
| Alhambra Investment Partners LLC | 5,321 | $833.9K | 0.36% | +89+1.7% | Added |
| Ariadne Wealth Management, LP | 5,319 | $833.6K | 0.37% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 5,274 | $826.5K | 0.25% | 00.0% | Unchanged |
| Banco de Sabadell, S.A | 5,251 | $824.0K | 0.48% | −30−0.6% | Reduced |
| One Wealth Capital Management, LLC | 5,238 | $820.9K | 0.23% | +2,683+105.0% | Added |
| Compass Financial Management LLC | 5,335 | $819.1K | 0.10% | +5,335 | New |
| Circle Wealth Management, LLC | 5,196 | $814.3K | 0.01% | 00.0% | Unchanged |