Institutional Ownership Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS). We have compiled data on the 1,474 institutions that hold shares in the stock, with a total of 134 Million shares, which have been reported (via 13F filing form) to have a value of $14.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dodge & Cox
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
12,214,665
shares
|
$1.34 Billion
0.74% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Primecap Management CO
Pasadena, CA |
Feb 10, 2025 Q4 2024 |
11,025,039
shares
|
$1.21 Billion
0.85% of portfolio
|
Q4 2024
Reduced 8.19%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Feb 13, 2025 Q4 2024 |
8,183,855
shares
|
$895 Million
0.2% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
6,869,155
shares
|
$751 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Loomis Sayles & CO L P
|
Feb 12, 2025 Q4 2024 |
5,576,961
shares
|
$610 Million
0.68% of portfolio
|
Q4 2024
Reduced 3.34%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
4,548,803
shares
|
$497 Million
0.04% of portfolio
|
Q4 2024
Reduced 8.37%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
4,355,598
shares
|
$476 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Wellington Management Group LLP
Boston, MA |
Feb 12, 2025 Q4 2024 |
3,647,861
shares
|
$399 Million
0.07% of portfolio
|
Q4 2024
Reduced 8.78%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
2,668,849
shares
|
$292 Million
0.41% of portfolio
|
Q4 2024
Added 16.0%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
2,426,926
shares
|
$265 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Janus Henderson Group PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
2,358,523
shares
|
$258 Million
0.12% of portfolio
|
Q4 2024
Reduced 7.21%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
2,283,233
shares
|
$250 Million
0.04% of portfolio
|
Q4 2024
Reduced 34.51%
|
|
|
Cullen Capital Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
2,156,619
shares
|
$236 Million
2.48% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
2,132,591
shares
|
$233 Million
0.03% of portfolio
|
Q4 2024
Added 23.08%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
2,002,959
shares
|
$219 Million
0.08% of portfolio
|
Q4 2024
Added 17.41%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
1,938,731
shares
|
$212 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,897,571
shares
|
$207 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,867,153
shares
|
$204 Million
0.0% of portfolio
|
Q2 2024
Added 0.45%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,697,511
shares
|
$186 Million
0.03% of portfolio
|
Q4 2024
Added 23.92%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
1,640,338
shares
|
$179 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Scharf Investments, LLC
|
Jan 23, 2025 Q4 2024 |
1,203,323
shares
|
$132 Million
3.96% of portfolio
|
Q4 2024
Reduced 5.83%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jan 30, 2025 Q4 2024 |
1,161,139
shares
|
$127 Million
0.35% of portfolio
|
Q4 2024
Added 4.69%
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
Feb 14, 2025 Q4 2024 |
1,127,726
shares
|
$123 Million
0.62% of portfolio
|
Q3 2024
Reduced 9.32%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
1,042,426
shares
|
$114 Million
1.15% of portfolio
|
Q1 2024
Reduced 1.39%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
907,812
shares
|
$99.3 Million
0.03% of portfolio
|
Q4 2024
New holding
|