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 |
|---|---|---|---|---|---|
| S.A. Mason LLC | 4,040 | $633.1K | 0.19% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 4,006 | $627.8K | 0.07% | −314−7.3% | Reduced |
| Verdence Capital Advisors LLC | 4,005 | $627.7K | 0.03% | +2,176+119.0% | Added |
| Seven Mile Advisory | 3,996 | $626.3K | 0.42% | −27−0.7% | Reduced |
| Hexagon Capital Partners LLC | 3,990 | $625.3K | 0.09% | +207+5.5% | Added |
| Sym Financial Corp | 3,984 | $624.4K | 0.05% | +450+12.7% | Added |
| Kingswood Wealth Advisors, LLC | 3,959 | $620.4K | 0.03% | +1,284+48.0% | Added |
| Keebeck Wealth Management, LLC | 3,950 | $619.0K | 0.06% | +1,232+45.3% | Added |
| Violich Capital Management, Inc. | 3,947 | $618.6K | 0.07% | −100−2.5% | Reduced |
| Fiduciary Financial Group, LLC | 3,929 | $615.8K | 0.07% | +37+1.0% | Added |
| Private Wealth Asset Management, LLC | 3,927 | $615.4K | 0.06% | −200−4.8% | Reduced |
| Qtron Investments LLC | 3,917 | $613.9K | 0.08% | −5,785−59.6% | Reduced |
| GTS Securities LLC | 3,897 | $610.7K | 0.01% | +3,897 | New |
| Smith, Salley & Associates | 3,892 | $610.0K | 0.03% | 00.0% | Unchanged |
| Riversedge Advisors, LLC | 3,883 | $608.5K | 0.08% | +425+12.3% | Added |
| Dakota Wealth Management | 3,867 | $606.0K | 0.01% | −40−1.0% | Reduced |
| Three Seasons Wealth, LLC | 3,857 | $604.5K | 0.06% | +457+13.4% | Added |
| Expressive Wealth LLC | 3,853 | $603.8K | 0.57% | +374+10.8% | Added |
| Burke & Herbert Bank & Trust Co | 3,847 | $602.9K | 0.15% | −97−2.5% | Reduced |
| Foster Group, Inc. | 3,834 | $600.9K | 0.02% | +347+10.0% | Added |
| MW Advisory, LLC | 3,834 | $600.9K | 0.24% | +3,834 | New |
| Interchange Capital Partners, LLC | 3,832 | $600.6K | 0.11% | +1,837+92.1% | Added |
| Twin Lakes Capital Management, LLC | 3,830 | $600.3K | 0.23% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 3,823 | $599.1K | 0.23% | +1,835+92.3% | Added |
| Mosaic Family Wealth Partners, LLC | 3,812 | $597.4K | 0.04% | +255+7.2% | Added |
| Southland Equity Partners LLC | 3,807 | $596.6K | 0.10% | +122+3.3% | Added |
| CV Advisors LLC | 3,800 | $595.5K | 0.11% | +3,800 | New |
| Strategic Investment Advisors | 3,798 | $595.2K | 0.04% | −87−2.2% | Reduced |
| Hollow Brook Wealth Management LLC | 3,788 | $593.7K | 0.12% | 00.0% | Unchanged |
| Roxbury Financial LLC | 3,782 | $592.8K | 0.47% | +56+1.5% | Added |
| Aull & Monroe Investment Management Corp | 3,771 | $591.0K | 0.25% | 00.0% | Unchanged |
| ClearAlpha Technologies LP | 3,757 | $588.8K | 1.01% | +22+0.6% | Added |
| Intergy Private Wealth, LLC | 3,740 | $586.1K | 0.14% | +343+10.1% | Added |
| Aspen Investment Management Inc | 3,736 | $586.0K | 0.16% | 00.0% | Unchanged |
| New Republic Capital, LLC | 3,729 | $584.4K | 0.13% | +233+6.7% | Added |
| Acorn Creek Capital LLC | 3,727 | $584.1K | 0.20% | −93−2.4% | Reduced |
| Grove Bank & Trust | 3,722 | $583.3K | 0.06% | −161−4.1% | Reduced |
| Hemenway Trust Co LLC | 3,700 | $579.9K | 0.04% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 3,695 | $579.1K | 0.06% | −87−2.3% | Reduced |
| Davidson Trust Co | 3,685 | $577.5K | 0.23% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 3,684 | $577.4K | 0.02% | +851+30.0% | Added |
| Jackson Square Capital, LLC | 3,643 | $570.9K | 0.08% | +43+1.2% | Added |
| Perennial Investment Advisors, LLC | 3,638 | $570.0K | 0.04% | +20+0.6% | Added |
| Institute for Wealth Management, LLC. | 3,614 | $566.5K | 0.05% | −22−0.6% | Reduced |
| Avail Investment Partners, LLC | 3,614 | $566.4K | 0.44% | +1,240+52.2% | Added |
| Tred Avon Family Wealth, LLC | 3,612 | $566.1K | 0.17% | −439−10.8% | Reduced |
| Kanawha Capital Management LLC | 3,608 | $565.5K | 0.04% | +329+10.0% | Added |
| Independent Financial Group, LLC | 3,562 | $558.2K | 0.01% | −1,463−29.1% | Reduced |
| Cohen Investment Advisors LLC | 3,555 | $557.1K | 0.25% | −80−2.2% | Reduced |
| Pinnacle Bancorp, Inc. | 3,551 | $556.5K | 0.14% | +301+9.3% | Added |
| Harbour Capital Advisors, LLC | 3,599 | $554.4K | 0.10% | −55−1.5% | Reduced |
| CoreFirst Bank & Trust | 3,525 | $552.4K | 0.27% | +35+1.0% | Added |
| Journey Retirement Planning & Investment Management LLC | 3,517 | $551.2K | 0.43% | −51−1.4% | Reduced |
| Gallacher Capital Management LLC | 3,514 | $550.8K | 0.31% | −2,759−44.0% | Reduced |
| OneAscent Family Office, LLC | 3,508 | $549.8K | 0.28% | +412+13.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 3,504 | $549.1K | 0.03% | −77−2.2% | Reduced |
| YHB Investment Advisors, Inc. | 3,503 | $549.0K | 0.04% | −50−1.4% | Reduced |
| Cherokee Insurance Co | 3,500 | $548.5K | 0.21% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 3,499 | $548.4K | 0.10% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 3,499 | $548.4K | 0.30% | 00.0% | Unchanged |
| 55 North Private Wealth, LLC | 3,497 | $548.1K | 0.11% | +958+37.7% | Added |
| Burns Matteson Capital Management, LLC | 3,477 | $544.9K | 0.17% | +31+0.9% | Added |
| Nwam LLC | 3,473 | $544.3K | 0.03% | −46−1.3% | Reduced |
| Canopy Partners, LLC | 3,458 | $541.9K | 0.16% | −21−0.6% | Reduced |
| Invested Advisors | 3,455 | $541.5K | 0.48% | −396−10.3% | Reduced |
| Verity & Verity, LLC | 3,453 | $541.2K | 0.04% | −25−0.7% | Reduced |
| Heck Capital Advisors, LLC | 3,415 | $535.2K | 0.03% | +5+0.1% | Added |
| Inscription Capital, LLC | 3,412 | $534.8K | 0.05% | +577+20.4% | Added |
| Viewpoint Investment Partners Corp | 3,400 | $532.8K | 0.18% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 3,408 | $532.1K | 0.01% | +189+5.9% | Added |
| Round Hill Asset Management | 3,392 | $531.6K | 0.33% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 3,364 | $527.2K | 0.13% | −62−1.8% | Reduced |
| Michels Family Financial, LLC | 3,342 | $523.8K | 0.34% | 00.0% | Unchanged |
| LCM Capital Management Inc | 3,341 | $523.6K | 0.23% | +69+2.1% | Added |
| Cpwa, LLC | 3,337 | $523.0K | 0.61% | 00.0% | Unchanged |
| Range Financial Group LLC | 3,335 | $522.7K | 0.14% | +29+0.9% | Added |
| Severin Investments, LLC | 3,333 | $522.3K | 0.39% | +236+7.6% | Added |
| Hendershot Investments Inc. | 3,331 | $522.0K | 0.07% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 3,326 | $521.3K | 0.35% | 00.0% | Unchanged |
| McDaniel Terry & Co | 3,325 | $521.1K | 0.04% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 3,315 | $519.6K | 0.21% | −55−1.6% | Reduced |
| Arvest Investments, Inc. | 3,314 | $519.4K | 0.06% | −70−2.1% | Reduced |
| MQS Management LLC | 3,314 | $519.4K | 0.63% | +3,314 | New |
| Paul Damon & Associates, Inc. | 3,309 | $518.6K | 0.20% | +364+12.4% | Added |
| Haven Private, LLC | 3,296 | $516.5K | 0.20% | −358−9.8% | Reduced |
| AlTi Global, Inc. | 3,280 | $514.0K | 0.01% | −434−11.7% | Reduced |
| Elmwood Wealth Management, Inc. | 3,278 | $513.7K | 0.13% | +38+1.2% | Added |
| Mondrian Investment Partners LTD | 3,273 | $513.0K | 0.01% | +920+39.1% | Added |
| Regatta Capital Group, LLC | 3,273 | $513.0K | 0.07% | −147−4.3% | Reduced |
| Beacon Investment Advisory Services, Inc. | 3,260 | $510.9K | 0.02% | −49−1.5% | Reduced |
| Cetera Trust Company, N.A | 3,252 | $509.7K | 0.26% | −100−3.0% | Reduced |
| King Wealth | 3,251 | $509.0K | 0.06% | +51+1.6% | Added |
| Two Sigma Securities, LLC | 3,246 | $508.7K | 0.04% | +3,246 | New |
| J. M. Brown & Associates Inc. | 3,213 | $503.5K | 0.29% | +3,213 | New |
| Custom Index Systems, LLC | 3,206 | $502.4K | 0.18% | +329+11.4% | Added |
| Mitchell Sinkler & Starr | 3,193 | $500.4K | 0.21% | −150−4.5% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 3,192 | $500.0K | 0.02% | −300−8.6% | Reduced |
| Stokes Family Office, LLC | 3,189 | $499.8K | 0.06% | −9−0.3% | Reduced |
| Wealth Alliance | 3,181 | $498.5K | 0.04% | −67−2.1% | Reduced |
| Summit Financial Wealth Advisors, LLC | 3,173 | $497.3K | 0.06% | +6+0.2% | Added |