Dodge & Cox

Position in NVS — Novartis AG

CIK 200217 San Francisco, CA

Back to NVS Full portfolio

Position in NVS

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$1,064,267,753

-$178,580,801 QoQ

Shares Held

6,967,383

-22.7% QoQ

Ownership

0.365%

of shares outstanding

% of Portfolio

0.61%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 96.08102497020761.ToString("F0")% Shared 0.ToString("F0")% None 3.918975029792391.ToString("F0")%

Common Shares in NVS Over Time

Shares Held

Position Value (USD)

Position in Drug Manufacturers - General

Healthcare · as of Mar 31, 2026

Dodge & Cox holds $10,175,049,986 across 13 Drug Manufacturers - General names. NVS ranks #4 (10.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GILD	Gilead Sciences, Inc.	24,250,826	$3,379,837,619
2	GSK	GSK plc	58,662,974	$3,237,609,535
3	SNY	Sanofi	29,504,632	$1,421,533,169
4	NVS	Novartis AG This page	6,967,383	$1,064,267,753
5	NVO	Novo Nordisk A S	19,333,750	$710,515,312
6	BMY	Bristol Myers Squibb Co	4,622,820	$280,374,033
7	LLY	ELI LILLY & Co	42,012	$38,641,377
8	MRK	Merck & Co., Inc.	136,050	$16,365,454

All Filings in NVS

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,064,267,753	6,967,383	-22.7%	Shares	Sole	2026-05-14
2025-12-31	$1,242,848,554	9,014,641	-14.8%	Shares	Sole	2026-02-13
2025-09-30	$1,357,438,994	10,585,145	-0.6%	Shares	Sole	2025-11-13
2025-06-30	$1,288,469,585	10,647,629	-9.9%	Shares	Sole	2025-08-13
2025-03-31	$1,317,482,010	11,818,102	-3.2%	Shares	Sole	2025-05-14
2024-12-31	$1,188,609,051	12,214,665	-0.1%	Shares	Sole	2025-02-13
2024-09-30	$1,405,760,177	12,221,876	-0.1%	Shares	Sole	2024-11-13
2024-06-30	$1,302,700,557	12,236,526	-1.0%	Shares	Sole	2024-08-13
2024-03-31	$1,195,000,969	12,353,985	-6.2%	Shares	Sole	2024-05-14
2023-12-31	$1,329,324,371	13,165,538	-19.1%	Shares	Sole	2024-02-22
2023-09-30	$1,656,673,551	16,264,221	-0.9%	Shares	Sole	2023-11-14
2023-06-30	$1,655,641,772	16,407,113	-19.2%	Shares	Sole	2023-08-14
2023-03-31	$1,868,766,560	20,312,680	-2.1%	Shares	Sole	2023-05-12
2022-12-31	$1,882,564,467	20,751,372	-1.4%	Shares	Sole	2023-02-14
2022-09-30	$1,599,908,418	21,048,657	-6.7%	Shares	Sole	2022-11-10
2022-06-30	$1,906,385,563	22,552,769	-19.0%	Shares	Sole	2022-08-12
2022-03-31	$2,443,329,339	27,844,209	-1.4%	Shares	Sole	2022-05-13
2021-12-31	$2,470,987,263	28,249,540	-3.5%	Shares	Sole	2022-02-14
2021-09-30	$2,393,365,302	29,265,900	+19.7%	Shares	Sole	2021-11-15
2021-06-30	$2,231,115,898	24,453,265	+12.8%	Shares	Sole	2021-08-13
2021-03-31	$1,852,371,858	21,670,237	+0.3%	Shares	Sole	2021-05-14
2020-12-31	$2,041,180,088	21,615,801	-0.8%	Shares	Sole	2021-02-11
2020-09-30	$1,894,960,578	21,791,175	+12.6%	Shares	Sole	2020-11-13
2020-06-30	$1,690,359,756	19,353,787	-15.6%	Shares	Sole	2020-08-13
2020-03-31	$1,891,521,728	22,941,440	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.