Novartis Ag (NVS) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

0Shares Outstanding

1,012,434Shares held by institutions

$152,229,576Value of institutional holdings

6.47%Institutional ownership %

-8.32%Shares Changed QoQ

1,363No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Novartis Ag (NYSE:NVS) has 1,447 institutional investors with active 13F positions as of December 2025.

These investors held 7.1% of 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.
During the quarter, 675 of these 1,447 funds increased positions in NVS, 465 reduced exposure, and 307 held steady.
In total, institutional investors held 136.81Mn shares in Novartis Ag as of December 2025, down by 5.25K shares quarter on quarter, and down 4.26Mn shares year over year.
As of December 31, 2025, DODGE & COX held the largest stake in Novartis Ag with 9.01Mn shares, accounting for 0.47% of total shares outstanding.
Top purchasers of NVS stock for the quarter ending December 2025 included Auto-Owners Insurance Co (4.61Mn), Morgan Stanley (1.15Mn), GQG Partners LLC (895.26K), ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (787.98K), Connor, Clark & Lunn Investment Management Ltd. (609.02K).
The largest sellers of Novartis Ag for the quarter ending December 2025 were Bank Of America Corp /De/ (4.66Mn), PRIMECAP MANAGEMENT CO/CA/ (1.76Mn), DODGE & COX (1.57Mn), WELLINGTON MANAGEMENT GROUP LLP (1.39Mn), BALYASNY ASSET MANAGEMENT L.P. (858.23K).
Per Business Quant data, the top 10 holders of Novartis Ag for the quarter ending December 2025 are 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), Auto-Owners Insurance Co (4.66Mn), Bank Of America Corp /De/ (4.55Mn), Franklin Resources Inc (4.48Mn), GQG Partners LLC (3.16Mn).

1,451 Institutional Holders

1,012,434 Total Shares Held

Rows:

Download Data

Owner Name	Date	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	277,885	10.98%	$0.00
DODGE & COX	31 Dec, 2025	-1,570,504	-14.84%	$0.00
Auto-Owners Insurance Co	31 Dec, 2025	4,613,796	9,598.08%	$0.00
Foresight Global Investors, Inc.	31 Dec, 2025	344,166	0.00%	$0.00
Larry Mathis Financial Planning, LLC	31 Dec, 2025	5,707	0.00%	$0.00
Morgan Stanley	31 Dec, 2025	1,148,033	14.85%	$0.00
GQG Partners LLC	31 Dec, 2025	895,255	39.56%	$0.00
Rockefeller Capital Management L.P.	31 Dec, 2025	113,732	110.76%	$0.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	-316,292	-3.58%	$0.00
UBS Group AG	31 Dec, 2025	-240,859	-15.03%	$0.00
World Investment Advisors	31 Dec, 2025	55,933	125.71%	$0.00
PRIMECAP MANAGEMENT CO/CA/	31 Dec, 2025	-1,762,580	-18.87%	$0.00
Corient Private Wealth LLC	31 Dec, 2025	504,067	109.93%	$0.00
PEAK6 LLC	31 Dec, 2025	230	11.26%	$0.00
Fisher Asset Management, LLC	31 Dec, 2025	226,484	3.13%	$0.00
NewEdge Wealth, LLC	31 Dec, 2025	18,875	3.88%	$0.00
Farmers National Bank	31 Dec, 2025	41	1.91%	$0.00
LOOMIS SAYLES & CO L P	31 Dec, 2025	-130,696	-2.31%	$0.00
Harvest Portfolios Group Inc.	31 Dec, 2025	6,684	1.38%	$0.00
Purpose Unlimited Inc.	31 Dec, 2025	594	0.00%	$0.00

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