Novartis Ag (NVS) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

1,929,000,000Shares Outstanding

139,913,056Shares held by institutions

$20,702,934,896Value of institutional holdings

7.25%Institutional ownership %

2.22%Shares Changed QoQ

1,453No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Novartis Ag (NYSE:NVS) showed up in the 13F filings of 1,447 institutional investors as of December 2025.

Collectively, these holders controlled 7.1% of Novartis Ag's outstanding shares in December 2025, down from 7.2% in September 2025.
They decreased total shares held in Novartis Ag by -0.0% from last quarter, and the number of investors in NVS increased 10.46% annually.
Of these 1,447 funds, 675 grew their exposure to Novartis Ag, 465 cut back, and 307 maintained positions.
Altogether, these fund groups held 136.81Mn shares in NVS by December 2025, down by 5.25K shares quarter on quarter, and down 4.26Mn shares year over year.
Coastline Trust Co leads ownership in NVS with 20.34K shares as of December 31, 2025, equal to 0.0% of outstanding shares.
The most significant purchases of NVS for the quarter ending December 2025 came from Hilltop National Bank (1.56K), First County Bank /CT/ (552), Ares Financial Consulting, LLC (547), Hickory Point Bank & Trust (516).
Top sellers of NVS stock for the quarter ending December 2025 included NEVILLE RODIE & SHAW INC (800), Bangor Savings Bank (474), MJT & Associates Financial Advisory Group, Inc. (148), Adelphi Trust Co (115), Coastline Trust Co (70).
Novartis Ag's 10 largest shareholders as of December 2025 include Coastline Trust Co (20.34K), Bangor Savings Bank (6.17K), NEVILLE RODIE & SHAW INC (5.61K), Aspen Wealth Management LLC (3.94K), First County Bank /CT/ (2.01K), Hilltop National Bank (1.96K), Fulcrum Equity Management (1.8K), Adelphi Trust Co (1.4K), Ares Financial Consulting, LLC (547), Hickory Point Bank & Trust (516) per Business Quant data.

1,453 Institutional Holders

139,913,056 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
DODGE & COX	31 Dec, 2025	9,014,641	-1,570,504	-14.84%	$1,242,848,555.00
Morgan Stanley	31 Dec, 2025	8,876,906	1,148,033	14.85%	$1,223,859,537.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	8,524,394	-316,292	-3.58%	$1,175,311,652.00
PRIMECAP MANAGEMENT CO/CA/	31 Dec, 2025	7,579,274	-1,762,580	-18.87%	$1,044,954,508.00
Fisher Asset Management, LLC	31 Dec, 2025	7,465,850	226,484	3.13%	$1,029,316,861.00
LOOMIS SAYLES & CO L P	31 Dec, 2025	5,534,215	-130,696	-2.31%	$763,002,209.00
Goldman Sachs Group Inc	31 Dec, 2025	5,489,627	2,539,980	86.11%	$756,854,899.00
Auto-Owners Insurance Co	31 Dec, 2025	4,661,866	4,613,796	9,598.08%	$9,256,592.00
Bank Of America Corp /De/	31 Dec, 2025	4,549,016	-4,662,740	-50.62%	$627,172,838.00
Franklin Resources Inc	31 Dec, 2025	4,479,307	419,988	10.35%	$617,562,056.00
GQG Partners LLC	31 Dec, 2025	3,158,122	895,255	39.56%	$435,413,703.00
BlackRock, Inc.	31 Dec, 2025	2,808,091	277,885	10.98%	$387,151,518.00
Northern Trust Corp	31 Dec, 2025	2,351,181	-20,208	-0.85%	$324,157,324.00
Janus Henderson Group Plc	31 Dec, 2025	2,234,418	165,692	8.01%	$308,058,584.00
Cullen Capital Management, LLC	31 Dec, 2025	2,080,796	10,419	0.50%	$286,879,293.00
Raymond James Financial Inc	31 Dec, 2025	1,845,605	197,431	11.98%	$254,464,073.00
Wells Fargo & Company/Mn	31 Dec, 2025	1,842,043	12,199	0.67%	$253,962,478.00
Principal Financial Group Inc	31 Dec, 2025	1,809,158	-279,382	-13.38%	$249,428,788.00
ENVESTNET ASSET MANAGEMENT INC	31 Dec, 2025	1,782,198	-37,062	-2.04%	$245,711,662.00
FMR LLC	31 Dec, 2025	1,662,296	62,559	3.91%	$229,180,791.00

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