Novartis Ag NVS Institutional Ownership

NYSE NVS
$162.55 +0.59 (+0.36%)
At close: Nov 6, 2026 · 4:00 PM EST

Institutions by Trading Activity

1,610 Institutions
Increased 662 41.1%
Unchanged 386 24.0%
Reduced 562 34.9%

Ownership Statistics

13F · as of 30 Jun, 2026
Institutional Ownership
6.96%
▼-0.44 pp QoQ
Shares Held by Institutions
135.05Mn
of 1.94Bn outstanding
▼-5.96% QoQ
Shares Outstanding
1.94Bn
1.80Bn held outside 13F filers
Institutional Investors
1,610
filed 13F for Jun 2026
▲+20 vs prior quarter
Net Shares Added (QoQ)
-8.55Mn
distributed since last quarter
Value of Holdings
$21.87Bn
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

Novartis Ag (NYSE:NVS) appeared in the 13F filings of 1,609 institutional investors for the quarter ended June 30, 2026.

Form 13F Holdings

1,612 Institutional Holders

Report period 30 Jun, 2026
Total shares held 135.05Mn
Of outstanding 6.96%
Download Data
# 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