Institutional Ownership Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS). We have compiled data on the 1,539 institutions that hold shares in the stock, with a total of 141 Million shares, which have been reported (via 13F filing form) to have a value of $16.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dodge & Cox
San Francisco, CA |
May 14, 2025 Q1 2025 |
11,818,102
shares
|
$1.35 Billion
0.81% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Primecap Management CO
Pasadena, CA |
May 09, 2025 Q1 2025 |
10,382,879
shares
|
$1.19 Billion
0.98% of portfolio
|
Q1 2025
Reduced 5.82%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 13, 2025 Q1 2025 |
8,606,724
shares
|
$986 Million
0.25% of portfolio
|
Q1 2025
Added 5.17%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
7,055,911
shares
|
$808 Million
0.06% of portfolio
|
Q1 2025
Added 2.72%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
6,763,132
shares
|
$775 Million
0.33% of portfolio
|
Q1 2025
Added 237.66%
|
|
|
Loomis Sayles & CO L P
|
May 14, 2025 Q1 2025 |
5,503,093
shares
|
$630 Million
0.89% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
4,953,323
shares
|
$567 Million
0.17% of portfolio
|
Q1 2025
Added 13.72%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
4,714,342
shares
|
$540 Million
0.04% of portfolio
|
Q1 2025
Added 3.64%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
3,660,485
shares
|
$419 Million
0.07% of portfolio
|
Q1 2025
Added 60.32%
|
|
|
Wellington Management Group LLP
Boston, MA |
May 13, 2025 Q1 2025 |
2,991,326
shares
|
$343 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
2,393,019
shares
|
$274 Million
0.16% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
2,287,251
shares
|
$262 Million
0.41% of portfolio
|
Q1 2025
Reduced 14.3%
|
|
|
Janus Henderson Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
2,235,901
shares
|
$256 Million
0.14% of portfolio
|
Q1 2025
Reduced 5.2%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
2,180,281
shares
|
$250 Million
0.04% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Cullen Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,108,684
shares
|
$241 Million
2.77% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,895,961
shares
|
$217 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,867,153
shares
|
$214 Million
0.0% of portfolio
|
Q2 2024
Added 0.45%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
1,862,998
shares
|
$213 Million
0.47% of portfolio
|
Q1 2025
Added 3663.56%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,703,702
shares
|
$195 Million
0.04% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,608,589
shares
|
$184 Million
0.06% of portfolio
|
Q1 2025
Reduced 17.03%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
1,585,485
shares
|
$182 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Marshall Wace, LLP
London, X0 |
May 15, 2025 Q1 2025 |
1,432,775
shares
|
$164 Million
0.21% of portfolio
|
Q1 2025
Added 1515.92%
|
|
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
May 15, 2025 Q1 2025 |
1,383,244
shares
|
$158 Million
0.28% of portfolio
|
Q1 2025
Added 12664.09%
|
|
|
Scharf Investments, LLC
|
Jul 14, 2025 Q2 2025 |
1,262,444
shares
|
$145 Million
4.72% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Apr 23, 2025 Q1 2025 |
1,101,372
shares
|
$126 Million
0.4% of portfolio
|
Q1 2025
Reduced 5.15%
|