Institutional Ownership Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS). We have compiled data on the 1,503 institutions that hold shares in the stock, with a total of 130 Million shares, which have been reported (via 13F filing form) to have a value of $14.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dodge & Cox
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
12,214,665
shares
|
$1.39 Billion
0.74% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Primecap Management CO
Pasadena, CA |
Feb 10, 2025 Q4 2024 |
11,025,039
shares
|
$1.25 Billion
0.85% of portfolio
|
Q4 2024
Reduced 8.19%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Feb 13, 2025 Q4 2024 |
8,183,855
shares
|
$929 Million
0.2% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
6,869,155
shares
|
$780 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Loomis Sayles & CO L P
|
Feb 12, 2025 Q4 2024 |
5,576,961
shares
|
$633 Million
0.68% of portfolio
|
Q4 2024
Reduced 3.34%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
4,548,803
shares
|
$516 Million
0.04% of portfolio
|
Q4 2024
Reduced 8.37%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
4,355,598
shares
|
$494 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
2,668,849
shares
|
$303 Million
0.41% of portfolio
|
Q4 2024
Added 16.0%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
2,393,019
shares
|
$272 Million
0.16% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Janus Henderson Group PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
2,358,523
shares
|
$268 Million
0.12% of portfolio
|
Q4 2024
Reduced 7.21%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
2,283,233
shares
|
$259 Million
0.04% of portfolio
|
Q4 2024
Reduced 34.51%
|
|
|
Cullen Capital Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
2,156,619
shares
|
$245 Million
2.48% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
2,132,591
shares
|
$242 Million
0.03% of portfolio
|
Q4 2024
Added 23.08%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
2,002,959
shares
|
$227 Million
0.08% of portfolio
|
Q4 2024
Added 17.41%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,897,571
shares
|
$215 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,867,153
shares
|
$212 Million
0.0% of portfolio
|
Q2 2024
Added 0.45%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,697,511
shares
|
$193 Million
0.03% of portfolio
|
Q4 2024
Added 23.92%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
1,640,338
shares
|
$186 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,608,589
shares
|
$183 Million
0.06% of portfolio
|
Q1 2025
Reduced 17.03%
|
|
|
Scharf Investments, LLC
|
Apr 22, 2025 Q1 2025 |
1,258,639
shares
|
$143 Million
4.78% of portfolio
|
Q1 2025
Added 4.6%
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
Feb 14, 2025 Q4 2024 |
1,127,726
shares
|
$128 Million
0.62% of portfolio
|
Q3 2024
Reduced 9.32%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Apr 23, 2025 Q1 2025 |
1,101,372
shares
|
$125 Million
0.4% of portfolio
|
Q1 2025
Reduced 5.15%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
1,042,426
shares
|
$118 Million
1.15% of portfolio
|
Q1 2024
Reduced 1.39%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
907,812
shares
|
$103 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Research Global Investors
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
907,138
shares
|
$103 Million
0.02% of portfolio
|
Q4 2024
Added 0.19%
|