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Novartis AG

NVSEF
Exchange
OTC
Industry
Pharmaceutical Preparations
SEC CIK
0001114448

No open-market purchases or sales by Novartis AG insiders were filed in the last 90 days; 2 institutions reported holding it in 13F filings for Q2 2026, worth $6.28M in total; no superinvestor holds it.

Other share classesNVS

Q4 2023 vs. Q3 2023

How the institutions holding Novartis AG changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of NVSEF: Q3 2023 compared with Q4 2023
MeasureQ3 2023Q4 2023Change
Holders46+2
Shares693.3K698.1K+4.78K (+0.7%)
Value$71.1M$70.4M−$702.6K (−1.0%)

New holders (2)

Institutions that held Novartis AG at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to NVSEF in Q4 2023
InstitutionSharesValue% of portfolio
Promethos Capital, LLC5,391$543.8K0.39%
Monticello Wealth Management, LLC2,360$238.0K0.02%

Sold out (0)

Institutions that held Novartis AG at the end of Q3 2023 and filed for Q4 2023 without it.

None.