Novartis Ag NVS Institutional Ownership

NYSE NVS

$140.35 -0.58 (-0.41%)

At close: Sep 18, 2026 · 4:00 PM EDT

Institutions by Trading Activity

1,608 Institutions

Increased 658 40.9%

Unchanged 383 23.8%

Reduced 567 35.3%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

7.00%

▼-0.52 pp QoQ

Shares Held by Institutions

135.80Mn

of 1.94Bn outstanding

▼-3.27% QoQ

Shares Outstanding

1.94Bn

1.80Bn held outside 13F filers

Institutional Investors

1,608

filed 13F for Jun 2026

▲+21 vs prior quarter

Net Shares Added (QoQ)

-4.59Mn

distributed since last quarter

Value of Holdings

$19.06Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Novartis Ag (NYSE:NVS) is held by 1,607 institutional investors per 13F filings through June 2026.

These investors held 7.0% of outstanding shares in June 2026, down from 7.5% in March 2026.
Their total shares held in NVS decreased -3.27% quarter over quarter, and separately, investors owning Novartis Ag increased 17.04% from a year ago.
Among the 1,607 funds, 658 bought more Novartis Ag shares, 567 sold down, and 382 held their ground.
Institutional investors collectively held 135.8Mn shares in Novartis Ag as of June 2026, down by 4.59Mn shares quarter on quarter, and up 9.12Mn shares year over year.
Fisher Asset Management, LLC is the top holder of Novartis Ag as of June 30, 2026, with 15.52Mn shares representing 0.8% of outstanding stock.
The biggest buyers of Novartis Ag for the quarter ending June 2026 included Jupiter Topco LLC (2.22Mn), Fisher Asset Management, LLC (1.64Mn), Holocene Advisors, LP (1.04Mn), MILLENNIUM MANAGEMENT LLC (758.03K), Jpmorgan Chase & Co (459.77K).
Leading sellers of Novartis Ag shares for the quarter ending June 2026 were DODGE & COX (6.21Mn), Goldman Sachs Group Inc (3.55Mn), State Street Corp (1.34Mn), PRIMECAP MANAGEMENT CO/CA/ (975.23K), UBS Group AG (608.73K).
Novartis Ag's 10 largest shareholders as of June 2026 include Fisher Asset Management, LLC (15.52Mn), Morgan Stanley (8.73Mn), DIMENSIONAL FUND ADVISORS LP (8.12Mn), PRIMECAP MANAGEMENT CO/CA/ (6.59Mn), LOOMIS SAYLES & CO L P (5.24Mn), Bank Of America Corp /De/ (4.91Mn), Franklin Templeton Inc (3.25Mn), BlackRock, Inc. (3.05Mn), Goldman Sachs Group Inc (2.98Mn), Northern Trust Corp (2.79Mn) per Business Quant data.

Form 13F Holdings

1,606 Institutional Holders

Report period 30 Jun, 2026

Total shares held 135.80Mn

Of outstanding 7.00%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Fisher Asset Management, LLC	0000850529	15,523,378	0.80%	▲1,637,629	+11.79%	$2.43Bn
2	Morgan Stanley	0000895421	8,726,827	0.45%	▲199,790	+2.34%	$1.37Bn
3	DIMENSIONAL FUND ADVISORS LP	0000354204	8,117,586	0.42%	▲7,470	+0.09%	$1.27Bn
4	PRIMECAP MANAGEMENT CO/CA/	0000763212	6,592,124	0.34%	▼975,230	-12.89%	$1.03Bn
5	LOOMIS SAYLES & CO L P	0000312348	5,239,309	0.27%	▼186,791	-3.44%	$821.10Mn
6	Bank Of America Corp /De/	0000070858	4,909,938	0.25%	▼52,856	-1.07%	$769.49Mn
7	Franklin Templeton Inc	0000038777	3,251,281	0.17%	▼158,663	-4.65%	$509.54Mn
8	BlackRock, Inc.	0002012383	3,047,988	0.16%	▲98,228	+3.33%	$477.68Mn
9	Goldman Sachs Group Inc	0000886982	2,980,168	0.15%	▼3,545,603	-54.33%	$467.05Mn
10	Northern Trust Corp	0000073124	2,792,745	0.14%	▲6,517	+0.23%	$437.68Mn
11	NATIXIS ADVISORS, LLC	0001018331	2,386,527	0.12%	▲150,371	+6.72%	$374.02K
12	ENVESTNET ASSET MANAGEMENT INC	0001407543	2,330,979	0.12%	▲19,595	+0.85%	$365.31Mn
13	Jpmorgan Chase & Co	0000019617	2,264,447	0.12%	▲459,771	+25.48%	$356.85Mn
14	Jupiter Topco LLC	0002146052	2,221,362	0.11%	▲2,221,362	0.00%	$348.13Mn
15	GQG Partners LLC	0001697233	2,151,131	0.11%	▼296,141	-12.10%	$337.13Mn
16	FMR LLC	0000315066	2,057,404	0.11%	▲364,411	+21.52%	$322.44Mn
17	Cullen Capital Management, LLC	0001362535	2,033,040	0.10%	▼4,922	-0.24%	$318.62Mn
18	JONES FINANCIAL COMPANIES LLLP	0000815917	1,974,043	0.10%	▲152,247	+8.36%	$306.81Mn
19	WCM INVESTMENT MANAGEMENT, LLC	0001061186	1,904,349	0.10%	▲441,169	+30.15%	$300.11Mn
20	Wells Fargo & Company/Mn	0000072971	1,828,817	0.09%	▼66,860	-3.53%	$286.61Mn

Showing 1 to 20 of 1,606 holders