Novartis Ag NVS Institutional Ownership

NYSE NVS

$143.76 +0.64 (+0.45%)

At close: Oct 9, 2026 · 4:00 PM EDT

Institutions by Trading Activity

1,604 Institutions

Increased 659 41.1%

Unchanged 385 24.0%

Reduced 560 34.9%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

6.96%

▼-0.44 pp QoQ

Shares Held by Institutions

135.01Mn

of 1.94Bn outstanding

▼-5.94% QoQ

Shares Outstanding

1.94Bn

1.80Bn held outside 13F filers

Institutional Investors

1,604

filed 13F for Jun 2026

▲+21 vs prior quarter

Net Shares Added (QoQ)

-8.52Mn

distributed since last quarter

Value of Holdings

$19.41Bn

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

Updated Oct 11, 2026

Novartis Ag (NYSE:NVS) appeared in the 13F filings of 1,604 institutional investors for the quarter ended June 30, 2026.

Collectively, these holders controlled 6.96% of Novartis Ag's outstanding shares in Q2 2026, down from 7.40% in Q1 2026.
Total shares held in Novartis Ag fell 5.94% versus Q1 2026, while the number of holders rose 17.17% versus Q2 2025.
Of the 1,604 holders of NVS in Q2 2026, 659 added to their positions, 560 reduced their stakes and 385 left their positions unchanged.
Combined, institutional investors held 135.01Mn shares of NVS as of Q2 2026, down 8.52Mn from the prior quarter and up 10.55Mn from a year earlier.
As of June 30, 2026, the biggest holder of Novartis Ag was Fisher Asset Management, LLC with 15.52Mn shares, or 0.80% of shares outstanding.
Among holders that already owned Novartis Ag, the biggest buyers in Q2 2026 were Fisher Asset Management, LLC (+1.64Mn shares), JPMorgan Chase & Co (+459.77K shares), WCM Investment Management, LLC (+441.17K shares), FMR LLC (+364.41K shares) and BNP Paribas Financial Markets (+258.56K shares).
The biggest cuts to NVS positions during Q2 2026 came from Dodge & Cox (-6.21Mn shares), Goldman Sachs Group Inc (-3.55Mn shares), State Street Corp (-1.34Mn shares), Primecap Management Co (-975.23K shares) and UBS Group AG (-608.73K shares).
Per Business Quant data, the 10 largest holders of Novartis Ag at the end of Q2 2026 were Fisher Asset Management, LLC (15.52Mn shares), Morgan Stanley (8.73Mn shares), Dimensional Fund Advisors LP (8.12Mn shares), Primecap Management Co (6.59Mn shares), Loomis Sayles & Co L.P. (5.24Mn shares), Bank of America Corp (4.91Mn shares), Franklin Templeton Inc (3.25Mn shares), BlackRock, Inc. (3.05Mn shares), Goldman Sachs Group Inc (2.98Mn shares) and Northern Trust Corp (2.79Mn shares).

Form 13F Holdings

1,606 Institutional Holders

Report period 30 Jun, 2026

Total shares held 135.01Mn

Of outstanding 6.96%

#	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