Novartis Ag (NVS) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

1,981,318,681Shares Outstanding

1,286,516Shares held by institutions

$213,780,364Value of institutional holdings

7.03%Institutional ownership %

9.19%Shares Changed QoQ

1,339No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Novartis Ag (NYSE:NVS) currently has 1405 active institutional owners and shareholders as of today (December 2025), that have filed 13F forms with the Securities Exchange Commission (SEC).

Novartis Ag saw its institutional ownership percentage fell to 6.6% in December 2025 from 6.9% in September 2025.
Institutional share ownership changed by 0.27% QoQ, while the number of institutional owners saw an increase of 7.17% YoY.
Of these 1405 institutional investors, 641 increased their holdings in Novartis Ag, while 457 of them reduced positions, and 307 investors maintained their exposure.
The aggregate institutional position in Novartis Ag now stands at 129.23Mn shares as of December 2025, after investors increased their holdings (up by 349.47K shares quarter on quarter which is down 457.29K shares year over year).
With 9.01Mn shares, DODGE & COX commands the largest institutional position in Novartis Ag as of December 31, 2025, equating to 0.46% of the company.
Among the most significant buyers of Novartis Ag during December 2025 were MORGAN STANLEY (1.15Mn), GQG Partners LLC (895.25K), ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (787.98K), Connor, Clark & Lunn Investment Management Ltd. (609.02K), VAN ECK ASSOCIATES CORP (516.00K).
Leading sellers of Novartis Ag stock in December 2025 included PRIMECAP MANAGEMENT CO/CA/ (1.76Mn), DODGE & COX (1.57Mn), WELLINGTON MANAGEMENT GROUP LLP (1.39Mn), BALYASNY ASSET MANAGEMENT L.P. (858.23K), RENAISSANCE TECHNOLOGIES LLC (534.80K).
The top 10 institutional holders of Novartis Ag for the quarter ending December 2025 included DODGE & COX (9.01Mn), MORGAN STANLEY (8.88Mn), DIMENSIONAL FUND ADVISORS LP (8.52Mn), PRIMECAP MANAGEMENT CO/CA/ (7.58Mn), Fisher Asset Management, LLC (7.47Mn), LOOMIS SAYLES & CO L P (5.53Mn), BANK OF AMERICA CORP /DE/ (4.55Mn), FRANKLIN RESOURCES INC (4.48Mn), GQG Partners LLC (3.16Mn), BlackRock, Inc. (2.81Mn).

1,405 Institutional Holders

1,286,516 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
BANK OF AMERICA CORP /DE/	31 Dec, 2025	4,549,016	-56,862	-1.23%	$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
GOLDMAN SACHS GROUP INC	31 Dec, 2025	2,744,183	-205,464	-6.97%	$378,340,533.00
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
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
STATE STREET CORP	31 Dec, 2025	1,450,061	-50,313	-3.35%	$202,115,610.00
UBS Group AG	31 Dec, 2025	1,361,274	-240,859	-15.03%	$187,678,847.00

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