Institutional Ownership Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS). We have compiled data on the 1,434 institutions that hold shares in the stock, with a total of 133 Million shares, which have been reported (via 13F filing form) to have a value of $14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dodge & Cox
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
12,221,876
shares
|
$1.28 Billion
0.85% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Primecap Management CO
Pasadena, CA |
Nov 08, 2024 Q3 2024 |
12,008,055
shares
|
$1.26 Billion
1.03% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 07, 2024 Q3 2024 |
8,093,032
shares
|
$848 Million
0.23% of portfolio
|
Q3 2024
Added 9.25%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
6,984,872
shares
|
$731 Million
0.06% of portfolio
|
Q3 2024
Reduced 5.82%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2024 Q3 2024 |
5,769,638
shares
|
$604 Million
0.87% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
4,964,330
shares
|
$520 Million
0.05% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
4,377,042
shares
|
$458 Million
0.15% of portfolio
|
Q3 2024
Reduced 18.03%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2024 Q3 2024 |
3,999,175
shares
|
$419 Million
0.08% of portfolio
|
Q3 2024
Reduced 8.79%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
3,486,231
shares
|
$365 Million
0.07% of portfolio
|
Q3 2024
Added 13.15%
|
|
|
Janus Henderson Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
2,541,861
shares
|
$266 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
2,426,926
shares
|
$254 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
2,300,678
shares
|
$241 Million
0.42% of portfolio
|
Q3 2024
Reduced 7.96%
|
|
|
Cullen Capital Management, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
2,251,968
shares
|
$236 Million
2.82% of portfolio
|
Q3 2024
Reduced 21.54%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,983,847
shares
|
$208 Million
0.05% of portfolio
|
Q3 2024
Reduced 5.01%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,953,697
shares
|
$205 Million
0.07% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,867,153
shares
|
$196 Million
0.0% of portfolio
|
Q2 2024
Added 0.45%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
1,732,729
shares
|
$181 Million
0.03% of portfolio
|
Q3 2024
Reduced 15.86%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
1,706,009
shares
|
$179 Million
0.08% of portfolio
|
Q3 2024
Added 15.73%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,695,309
shares
|
$178 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,369,821
shares
|
$143 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Scharf Investments, LLC
|
Jan 23, 2025 Q4 2024 |
1,203,323
shares
|
$126 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
|
$122 Million
0.35% of portfolio
|
Q4 2024
Added 4.69%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
1,042,426
shares
|
$109 Million
1.15% of portfolio
|
Q1 2024
Reduced 1.39%
|
|
|
Mondrian Investment Partners LTD
London, X0 |
Nov 05, 2024 Q3 2024 |
1,000,159
shares
|
$105 Million
1.92% of portfolio
|
Q3 2024
Reduced 21.4%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
938,844
shares
|
$98.3 Million
0.21% of portfolio
|
Q3 2024
Added 2.88%
|