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 |
|---|---|---|---|---|---|
| Kennebec Savings Bank | 5,163 | $809.1K | 0.65% | −90−1.7% | Reduced |
| First American Trust, FSB | 5,156 | $808.0K | 0.05% | +33+0.6% | Added |
| Parkside Financial Bank & Trust | 5,146 | $806.5K | 0.06% | −430−7.7% | Reduced |
| Traynor Capital Management, Inc. | 5,144 | $806.2K | 0.04% | +1,362+36.0% | Added |
| E&G Advisors, LP | 5,127 | $803.5K | 0.16% | −50−1.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 5,120 | $802.4K | 0.43% | 00.0% | Unchanged |
| DF Dent & Co Inc | 5,115 | $801.6K | 0.02% | 00.0% | Unchanged |
| Natural Investments, LLC | 5,116 | $801.0K | 0.18% | +109+2.2% | Added |
| JMN Financial LLC | 5,089 | $797.5K | 0.62% | −297−5.5% | Reduced |
| O'Brien Greene & Co. Inc | 5,081 | $796.3K | 0.22% | 00.0% | Unchanged |
| Monument Capital Management | 5,076 | $795.5K | 0.16% | 00.0% | Unchanged |
| Rexford Capital Inc | 5,059 | $792.8K | 0.49% | +57+1.1% | Added |
| One Wealth Advisors, LLC | 5,053 | $791.9K | 0.09% | +98+2.0% | Added |
| Moneta Group Investment Advisors LLC | 5,046 | $790.8K | 0.01% | +1,144+29.3% | Added |
| HighPoint Advisor Group LLC | 5,024 | $787.4K | 0.03% | +3,428+214.8% | Added |
| Payne Capital LLC | 5,000 | $783.6K | 0.65% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 5,118 | $776.5K | 0.04% | +1,677+48.7% | Added |
| Foundations Investment Advisors, LLC | 4,936 | $773.6K | 0.01% | +432+9.6% | Added |
| Sovran Advisors, LLC | 4,829 | $772.0K | 0.06% | +570+13.4% | Added |
| University of Texas/Texas Am Investment Managment Co | 4,919 | $770.9K | 0.09% | −16,422−77.0% | Reduced |
| CFO4Life Group, LLC | 4,916 | $770.5K | 0.10% | −94−1.9% | Reduced |
| Cary Street Partners Financial LLC | 4,915 | $770.3K | 0.02% | −89−1.8% | Reduced |
| Burns J W & Co Inc | 4,915 | $770.3K | 0.08% | −3−0.1% | Reduced |
| National Asset Management, Inc. | 4,886 | $769.9K | 0.04% | +44+0.9% | Added |
| Calamos Wealth Management LLC | 4,898 | $767.7K | 0.02% | +825+20.3% | Added |
| JFS Wealth Advisors, LLC | 4,893 | $766.8K | 0.04% | +18+0.4% | Added |
| Xponance, Inc. | 4,891 | $766.5K | 0.00% | +384+8.5% | Added |
| RFG Advisory, LLC | 4,861 | $761.9K | 0.01% | +1,269+35.3% | Added |
| Rational Advisors LLC | 4,853 | $760.6K | 0.07% | −2,741−36.1% | Reduced |
| BXM Wealth LLC | 4,840 | $758.5K | 0.41% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 4,811 | $754.0K | 0.01% | −15,123−75.9% | Reduced |
| Liberty One Investment Management, LLC | 4,810 | $753.9K | 0.08% | −131−2.7% | Reduced |
| Nilsine Partners, LLC | 4,809 | $753.7K | 0.05% | +47+1.0% | Added |
| Essex Savings Bank | 4,797 | $751.8K | 0.16% | −17−0.4% | Reduced |
| Principle Wealth Partners LLC | 4,772 | $747.9K | 0.04% | 00.0% | Unchanged |
| Drucker Wealth 3.0, LLC | 4,763 | $746.4K | 0.12% | −249−5.0% | Reduced |
| Veracity Capital LLC | 4,760 | $746.0K | 0.20% | +4+0.1% | Added |
| Jain Global LLC | 4,742 | $743.2K | 0.01% | +4,742 | New |
| Sigma Planning Corp | 4,740 | $742.9K | 0.02% | +24+0.5% | Added |
| Cascade Financial Partners, LLC | 4,733 | $741.8K | 0.06% | 00.0% | Unchanged |
| Valley Brook Capital Group | 4,717 | $739.2K | 0.42% | −50−1.0% | Reduced |
| Grimes & Company, Inc. | 4,716 | $739.0K | 0.02% | −42−0.9% | Reduced |
| Almanack Investment Partners, LLC. | 4,703 | $737.1K | 0.09% | +1,811+62.6% | Added |
| Cullinan Associates Inc | 4,700 | $736.6K | 0.06% | 00.0% | Unchanged |
| SmartHarvest Portfolios, LLC | 4,670 | $731.9K | 0.24% | +263+6.0% | Added |
| Ameritas Advisory Services, LLC | 4,647 | $728.3K | 0.01% | +2,256+94.4% | Added |
| Visionary Horizons, LLC | 4,636 | $726.6K | 0.30% | −44−0.9% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 4,626 | $724.9K | 0.11% | +24+0.5% | Added |
| Presilium Private Wealth, LLC | 4,603 | $721.4K | 0.11% | −20.0% | Reduced |
| Cordatus Wealth Management LLC | 4,593 | $719.8K | 0.16% | +52+1.1% | Added |
| Rossmore Private Capital | 4,581 | $717.9K | 0.06% | 00.0% | Unchanged |
| Net Worth Advisory Group | 4,571 | $716.4K | 0.18% | −185−3.9% | Reduced |
| Mraz, Amerine & Associates, Inc. | 4,552 | $713.4K | 0.10% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 4,542 | $711.8K | 0.02% | +150+3.4% | Added |
| Hanson & Doremus Investment Management | 4,528 | $710.0K | 0.07% | 00.0% | Unchanged |
| Stablepoint Partners, LLC | 4,530 | $709.9K | 0.10% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 4,523 | $708.8K | 0.03% | +230+5.4% | Added |
| Pure Financial Advisors, Inc. | 4,515 | $707.6K | 0.01% | +505+12.6% | Added |
| Ausdal Financial Partners, Inc. | 4,509 | $706.6K | 0.03% | +467+11.6% | Added |
| Cyndeo Wealth Partners, LLC | 4,490 | $703.7K | 0.03% | −156−3.4% | Reduced |
| Washington Trust Co | 4,467 | $700.1K | 0.02% | 00.0% | Unchanged |
| Indivisible Partners | 4,463 | $699.4K | 0.04% | +1,708+62.0% | Added |
| Angeles Wealth Management, LLC | 4,448 | $697.2K | 0.03% | +162+3.8% | Added |
| Freestone Capital Holdings, LLC | 4,448 | $697.1K | 0.02% | −988−18.2% | Reduced |
| Miracle Mile Advisors, LLC | 4,439 | $695.7K | 0.01% | +350+8.6% | Added |
| Federation des caisses Desjardins du Quebec | 4,431 | $694.4K | 0.00% | −368−7.7% | Reduced |
| HBK Sorce Advisory LLC | 4,494 | $694.1K | 0.01% | −63−1.4% | Reduced |
| Marino, Stram & Associates LLC | 4,413 | $691.7K | 0.11% | 00.0% | Unchanged |
| Wedbush Securities Inc | 4,405 | $690.0K | 0.02% | +82+1.9% | Added |
| Opal Wealth Advisors, LLC | 4,383 | $686.9K | 0.15% | −251−5.4% | Reduced |
| D'Orazio & Associates, Inc. | 4,370 | $684.9K | 0.08% | +183+4.4% | Added |
| Shah Wealth Advisors, LLC | 4,346 | $681.1K | 0.16% | +4,346 | New |
| Mesirow Financial Investment Management, Inc. | 4,341 | $680.4K | 0.01% | −4,319−49.9% | Reduced |
| Bedel Financial Consulting, Inc. | 4,326 | $678.0K | 0.07% | −356−7.6% | Reduced |
| First City Capital Management, Inc. | 4,298 | $673.5K | 0.33% | −23−0.5% | Reduced |
| Aspiriant, LLC | 4,290 | $672.3K | 0.02% | +1,392+48.0% | Added |
| Clear Harbor Asset Management, LLC | 4,273 | $669.7K | 0.04% | −89−2.0% | Reduced |
| Anchyra Partners LLC | 4,265 | $668.4K | 0.16% | +95+2.3% | Added |
| Cambient Family Office, LLC | 4,264 | $668.3K | 0.08% | 00.0% | Unchanged |
| RNC Capital Management LLC | 4,261 | $667.8K | 0.03% | −236−5.2% | Reduced |
| Mill Capital Management, LLC | 4,205 | $659.0K | 0.04% | −183−4.2% | Reduced |
| Altfest L J & Co Inc | 4,193 | $657.1K | 0.06% | +417+11.0% | Added |
| Wesbanco Bank Inc | 4,191 | $656.8K | 0.02% | −74−1.7% | Reduced |
| Greenspring Advisors, LLC | 4,173 | $654.0K | 0.04% | −560−11.8% | Reduced |
| PFG Investments, LLC | 4,173 | $653.9K | 0.03% | +72+1.8% | Added |
| Mutual Advisors, LLC | 4,166 | $653.0K | 0.01% | +391+10.4% | Added |
| Convergence Financial, LLC | 4,154 | $651.0K | 0.05% | −516−11.0% | Reduced |
| Pinnacle West Asset Management, Inc. | 4,155 | $651.0K | 0.45% | 00.0% | Unchanged |
| Change Path, LLC | 4,131 | $647.5K | 0.01% | +669+19.3% | Added |
| Cromwell Holdings LLC | 4,117 | $645.2K | 0.29% | 00.0% | Unchanged |
| Thornburg Investment Management Inc | 4,114 | $644.7K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 4,108 | $643.8K | 0.00% | +3,041+285.0% | Added |
| Advisor OS, LLC | 4,102 | $642.9K | 0.04% | −208−4.8% | Reduced |
| Optas, LLC | 4,098 | $642.2K | 0.09% | +249+6.5% | Added |
| Baker Tilly Wealth Management, LLC | 4,097 | $642.1K | 0.14% | −130−3.1% | Reduced |
| Argyle Capital Partners, LLC | 4,094 | $641.6K | 0.40% | 00.0% | Unchanged |
| Capital Analysts, LLC | 4,070 | $638.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,068 | $637.5K | 0.01% | +389+10.6% | Added |
| EverSource Wealth Advisors, LLC | 4,064 | $636.9K | 0.02% | −2,440−37.5% | Reduced |
| Spears Abacus Advisors LLC | 4,047 | $634.2K | 0.01% | 00.0% | Unchanged |