Novartis Ag NVS Institutional Ownership

NYSE NVS

$158.86 +2.62 (+1.68%)

At close: Aug 21, 2026 · 4:00 PM EDT

Institutions by Trading Activity

1,551 Institutions

Increased 722 46.6%

Unchanged 299 19.3%

Reduced 530 34.2%

Ownership Statistics

13F · as of 31 Mar, 2026

Institutional Ownership

19.81%

▲+1.52 pp QoQ

Shares Held by Institutions

145.78Mn

of 736.00Mn outstanding

▲+5.83% QoQ

Shares Outstanding

736.00Mn

590.22Mn held outside 13F filers

Institutional Investors

1,551

filed 13F for Mar 2026

▲+87 vs prior quarter

Net Shares Added (QoQ)

+8.03Mn

accumulated since last quarter

Value of Holdings

$22.54Bn

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 31 Mar, 2026

Novartis Ag (NYSE:NVS) has 1,551 institutional investors that have filed 13F reports for the period ending March 2026.

Collectively, these holders controlled 19.8% of Novartis Ag's outstanding shares in March 2026, up from 18.3% in December 2025.
They increased total shares held in Novartis Ag by 5.83% from the prior quarter, while the number of investors in NVS increased 15.75% year over year.
Among the 1,551 funds, 722 bought more Novartis Ag shares, 530 sold down, and 299 held their ground.
Altogether, these fund groups held 145.78Mn shares in NVS by March 2026, up by 8.03Mn shares quarter on quarter, and down 4.17Mn shares year over year.
Fisher Asset Management, LLC holds the largest position in NVS at 13.89Mn shares as of March 31, 2026, or 1.89% of shares outstanding.
The largest buyers of Novartis Ag for the quarter ending March 2026 were Fisher Asset Management, LLC (6.42Mn), Janus Henderson Group Plc (2.32Mn), NATIXIS ADVISORS, LLC (2.24Mn), JONES FINANCIAL COMPANIES LLLP (1.63Mn), WCM INVESTMENT MANAGEMENT, LLC (1.46Mn).
The largest sales of NVS for the quarter ending March 2026 came from Auto-Owners Insurance Co (4.63Mn), DODGE & COX (2.05Mn), Franklin Resources Inc (1.07Mn), Bank Of Montreal /Can/ (725.25K), GQG Partners LLC (710.85K).
Per Business Quant data, the top 10 holders of Novartis Ag for the quarter ending March 2026 are Fisher Asset Management, LLC (13.89Mn), Morgan Stanley (8.53Mn), DIMENSIONAL FUND ADVISORS LP (8.11Mn), PRIMECAP MANAGEMENT CO/CA/ (7.57Mn), DODGE & COX (6.97Mn), Goldman Sachs Group Inc (6.53Mn), LOOMIS SAYLES & CO L P (5.43Mn), Bank Of America Corp /De/ (4.96Mn), Janus Henderson Group Plc (4.55Mn), Franklin Resources Inc (3.41Mn).

Form 13F Holdings

1,551 Institutional Holders

Report period 31 Mar, 2026

Total shares held 145.78Mn

Of outstanding 19.81%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Fisher Asset Management, LLC	0000850529	13,885,749	1.89%	▲6,419,899	+85.99%	$2.12Bn
2	Morgan Stanley	0000895421	8,527,037	1.16%	▼349,869	-3.94%	$1.30Bn
3	DIMENSIONAL FUND ADVISORS LP	0000354204	8,110,116	1.10%	▼414,278	-4.86%	$1.24Bn
4	PRIMECAP MANAGEMENT CO/CA/	0000763212	7,567,354	1.03%	▼11,920	-0.16%	$1.16Bn
5	DODGE & COX	0000200217	6,967,383	0.95%	▼2,047,258	-22.71%	$1.06Bn
6	Goldman Sachs Group Inc	0000886982	6,525,771	0.89%	▲1,036,144	+18.87%	$996.81Mn
7	LOOMIS SAYLES & CO L P	0000312348	5,426,100	0.74%	▼108,115	-1.95%	$828.84Mn
8	Bank Of America Corp /De/	0000070858	4,962,794	0.67%	▲413,778	+9.10%	$758.07Mn
9	Janus Henderson Group Plc	0001274173	4,551,876	0.62%	▲2,317,458	+103.72%	$695.30Mn
10	Franklin Resources Inc	0000038777	3,409,944	0.46%	▼1,069,363	-23.87%	$520.87Mn
11	BlackRock, Inc.	0002012383	2,949,760	0.40%	▲141,669	+5.05%	$450.58Mn
12	Northern Trust Corp	0000073124	2,786,228	0.38%	▲435,047	+18.50%	$425.60Mn
13	GQG Partners LLC	0001697233	2,447,272	0.33%	▼710,850	-22.51%	$373.82Mn
14	ENVESTNET ASSET MANAGEMENT INC	0001407543	2,311,384	0.31%	▲529,186	+29.69%	$353.06Mn
15	NATIXIS ADVISORS, LLC	0001018331	2,236,156	0.30%	▲2,236,156	0.00%	$341.57K
16	Cullen Capital Management, LLC	0001362535	2,037,962	0.28%	▼42,834	-2.06%	$311.30Mn
17	Raymond James Financial Inc	0000720005	1,931,873	0.26%	▲86,268	+4.67%	$295.06Mn
18	Wells Fargo & Company/Mn	0000072971	1,895,677	0.26%	▲53,634	+2.91%	$289.56Mn
19	JONES FINANCIAL COMPANIES LLLP	0000815917	1,821,796	0.25%	▲1,625,514	+828.15%	$270.05Mn
20	Jpmorgan Chase & Co	0000019617	1,804,676	0.25%	▲1,212,024	+204.51%	$271.35Mn

Showing 1 to 20 of 1,551 holders