Institutional Ownership Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS). We have compiled data on the 1,605 institutions that hold shares in the stock, with a total of 137 Million shares, which have been reported (via 13F filing form) to have a value of $18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dodge & Cox
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
10,585,145
shares
|
$1.39 Billion
0.78% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Primecap Management CO
Pasadena, CA |
Nov 10, 2025 Q3 2025 |
9,341,854
shares
|
$1.23 Billion
0.95% of portfolio
|
Q3 2025
Reduced 10.19%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
8,840,686
shares
|
$1.16 Billion
0.25% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
7,728,873
shares
|
$1.02 Billion
0.06% of portfolio
|
Q3 2025
Added 2.24%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
7,239,366
shares
|
$952 Million
0.34% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2025 Q3 2025 |
5,664,911
shares
|
$745 Million
0.89% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
4,605,878
shares
|
$606 Million
0.04% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
4,059,319
shares
|
$534 Million
0.14% of portfolio
|
Q3 2025
Reduced 4.25%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
2,949,647
shares
|
$388 Million
0.05% of portfolio
|
Q3 2025
Added 16.04%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
2,371,389
shares
|
$312 Million
0.04% of portfolio
|
Q3 2025
Added 7.65%
|
|
|
Gqg Partners LLC
Ft. Lauderdale, FL |
Nov 13, 2025 Q3 2025 |
2,262,867
shares
|
$298 Million
0.45% of portfolio
|
Q3 2025
Added 3518.56%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
2,088,540
shares
|
$275 Million
0.15% of portfolio
|
Q3 2025
Reduced 8.87%
|
|
|
Cullen Capital Management, LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
2,070,377
shares
|
$272 Million
2.93% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Janus Henderson Group PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
2,068,726
shares
|
$272 Million
0.13% of portfolio
|
Q3 2025
Reduced 5.05%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
1,877,831
shares
|
$247 Million
0.34% of portfolio
|
Q3 2025
Reduced 18.29%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,867,153
shares
|
$246 Million
0.0% of portfolio
|
Q2 2024
Added 0.45%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,829,844
shares
|
$241 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
1,819,260
shares
|
$239 Million
0.07% of portfolio
|
Q3 2025
Added 4.74%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
1,648,174
shares
|
$217 Million
0.07% of portfolio
|
Q3 2025
Added 77.74%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,602,133
shares
|
$211 Million
0.03% of portfolio
|
Q3 2025
Added 18.08%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
1,500,374
shares
|
$197 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.1%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2025 Q3 2025 |
1,404,088
shares
|
$185 Million
0.03% of portfolio
|
Q3 2025
Reduced 43.89%
|
|
|
Scharf Investments, LLC
|
Nov 13, 2025 Q3 2025 |
1,210,948
shares
|
$159 Million
4.62% of portfolio
|
Q3 2025
Reduced 4.08%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
1,168,757
shares
|
$154 Million
0.16% of portfolio
|
Q3 2025
Reduced 18.37%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
1,136,250
shares
|
$149 Million
0.41% of portfolio
|
Q3 2025
Added 0.08%
|
|