Institutional Ownership Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS). We have compiled data on the 1,438 institutions that hold shares in the stock, with a total of 133 Million shares, which have been reported (via 13F filing form) to have a value of $13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dodge & Cox
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
12,221,876
shares
|
$1.19 Billion
0.85% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Primecap Management CO
Pasadena, CA |
Nov 08, 2024 Q3 2024 |
12,008,055
shares
|
$1.17 Billion
1.03% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 07, 2024 Q3 2024 |
8,093,032
shares
|
$791 Million
0.23% of portfolio
|
Q3 2024
Added 9.25%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
6,984,872
shares
|
$683 Million
0.06% of portfolio
|
Q3 2024
Reduced 5.82%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2024 Q3 2024 |
5,769,638
shares
|
$564 Million
0.87% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
4,964,330
shares
|
$485 Million
0.05% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
4,377,042
shares
|
$428 Million
0.15% of portfolio
|
Q3 2024
Reduced 18.03%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2024 Q3 2024 |
3,999,175
shares
|
$391 Million
0.08% of portfolio
|
Q3 2024
Reduced 8.79%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
3,486,231
shares
|
$341 Million
0.07% of portfolio
|
Q3 2024
Added 13.15%
|
|
|
Janus Henderson Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
2,541,861
shares
|
$249 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Oct 31, 2024 Q3 2024 |
2,469,568
shares
|
$241 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
2,300,678
shares
|
$225 Million
0.42% of portfolio
|
Q3 2024
Reduced 7.96%
|
|
|
Cullen Capital Management, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
2,251,968
shares
|
$220 Million
2.82% of portfolio
|
Q3 2024
Reduced 21.54%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,983,847
shares
|
$194 Million
0.05% of portfolio
|
Q3 2024
Reduced 5.01%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,953,697
shares
|
$191 Million
0.07% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,867,153
shares
|
$183 Million
0.0% of portfolio
|
Q2 2024
Added 0.45%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
1,732,729
shares
|
$169 Million
0.03% of portfolio
|
Q3 2024
Reduced 15.86%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
1,706,009
shares
|
$167 Million
0.08% of portfolio
|
Q3 2024
Added 15.73%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,695,309
shares
|
$166 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,369,821
shares
|
$134 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Scharf Investments, LLC
|
Oct 15, 2024 Q3 2024 |
1,277,793
shares
|
$125 Million
4.52% of portfolio
|
Q3 2024
Reduced 5.45%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
1,109,095
shares
|
$108 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
1,042,426
shares
|
$102 Million
1.15% of portfolio
|
Q1 2024
Reduced 1.39%
|
|
|
Mondrian Investment Partners LTD
London, X0 |
Nov 05, 2024 Q3 2024 |
1,000,159
shares
|
$97.8 Million
1.92% of portfolio
|
Q3 2024
Reduced 21.4%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
938,844
shares
|
$91.8 Million
0.21% of portfolio
|
Q3 2024
Added 2.88%
|