Institutional Ownership Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS). We have compiled data on the 1,557 institutions that hold shares in the stock, with a total of 136 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 |
Aug 13, 2025 Q2 2025 |
10,647,629
shares
|
$1.27 Billion
0.78% of portfolio
|
Q2 2025
Reduced 9.9%
|
|
|
Primecap Management CO
Pasadena, CA |
Aug 11, 2025 Q2 2025 |
10,401,434
shares
|
$1.24 Billion
1.03% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 12, 2025 Q2 2025 |
9,060,895
shares
|
$1.08 Billion
0.26% of portfolio
|
Q2 2025
Added 5.28%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
7,559,488
shares
|
$902 Million
0.06% of portfolio
|
Q2 2025
Added 7.14%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
7,121,414
shares
|
$850 Million
0.35% of portfolio
|
Q2 2025
Added 5.3%
|
|
|
Loomis Sayles & CO L P
|
Aug 13, 2025 Q2 2025 |
5,581,576
shares
|
$666 Million
0.87% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
4,527,488
shares
|
$540 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.96%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
4,239,426
shares
|
$506 Million
0.14% of portfolio
|
Q2 2025
Reduced 14.41%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
2,541,872
shares
|
$303 Million
0.04% of portfolio
|
Q2 2025
Reduced 30.56%
|
|
|
Wellington Management Group LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
2,502,395
shares
|
$299 Million
0.06% of portfolio
|
Q2 2025
Reduced 16.34%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
2,298,151
shares
|
$274 Million
0.39% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
2,291,880
shares
|
$273 Million
0.16% of portfolio
|
Q2 2025
Reduced 4.23%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
2,202,816
shares
|
$263 Million
0.04% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Janus Henderson Group PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
2,178,822
shares
|
$260 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Cullen Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,108,684
shares
|
$252 Million
2.77% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,867,153
shares
|
$223 Million
0.0% of portfolio
|
Q2 2024
Added 0.45%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,863,268
shares
|
$222 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,736,891
shares
|
$207 Million
0.06% of portfolio
|
Q2 2025
Added 7.98%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,597,830
shares
|
$191 Million
0.01% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
1,431,814
shares
|
$171 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,356,826
shares
|
$162 Million
0.03% of portfolio
|
Q2 2025
Reduced 20.36%
|
|
|
Scharf Investments, LLC
|
Jul 14, 2025 Q2 2025 |
1,262,444
shares
|
$151 Million
4.72% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
1,135,326
shares
|
$135 Million
0.41% of portfolio
|
Q2 2025
Added 3.08%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
1,042,426
shares
|
$124 Million
1.15% of portfolio
|
Q1 2024
Reduced 1.39%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
927,314
shares
|
$111 Million
0.04% of portfolio
|
Q2 2025
Added 3.45%
|