DIMENSIONAL FUND ADVISORS LP

Position in NVS — Novartis AG

CIK 354204 AUSTIN, TX

Back to NVS Full portfolio

Position in NVS

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$1,238,820,217

+$63,562,019 QoQ

Shares Held

8,110,116

-4.9% QoQ

Ownership

0.425%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 88.42093010753483.ToString("F0")% Shared 6.561163860048365.ToString("F0")% None 5.017906032416799.ToString("F0")%

Common Shares in NVS Over Time

Shares Held

Position Value (USD)

Position in Drug Manufacturers - General

Healthcare · as of Mar 31, 2026

DIMENSIONAL FUND ADVISORS LP holds $16,975,027,289 across 14 Drug Manufacturers - General names. NVS ranks #5 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	15,832,514	$3,870,099,719
2	LLY	ELI LILLY & Co	3,895,925	$3,583,354,934
3	MRK	Merck & Co., Inc.	15,456,039	$1,859,206,929
4	ABBV	AbbVie Inc.	7,411,238	$1,611,870,150
5	NVS	Novartis AG This page	8,110,116	$1,238,820,217
6	AMGN	Amgen Inc	3,304,344	$1,162,633,435
7	BMY	Bristol Myers Squibb Co	18,762,589	$1,137,951,021
8	GILD	Gilead Sciences, Inc.	7,722,929	$1,076,344,612

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	$1,238,820,217	8,110,116	-4.9%	Shares	Sole	2026-05-07
2025-12-31	$1,175,258,198	8,524,394	-3.6%	Shares	Sole	2026-02-12
2025-09-30	$1,133,729,570	8,840,686	-2.4%	Shares	Sole	2025-11-12
2025-06-30	$1,096,458,901	9,060,895	+5.3%	Shares	Sole	2025-08-12
2025-03-31	$959,477,590	8,606,724	+5.2%	Shares	Sole	2025-05-13
2024-12-31	$796,370,928	8,183,855	+1.1%	Shares	Sole	2025-02-13
2024-09-30	$930,860,538	8,093,032	+9.3%	Shares	Sole	2024-11-07
2024-06-30	$788,622,887	7,407,692	+23.1%	Shares	Sole	2024-08-09
2024-03-31	$582,129,069	6,018,082	-1.0%	Shares	Sole	2024-05-10
2023-12-31	$613,713,327	6,078,175	-3.1%	Shares	Sole	2024-02-07
2023-09-30	$639,058,025	6,273,886	+0.3%	Shares	Sole	2023-11-09
2023-06-30	$631,428,480	6,257,343	+1.4%	Shares	Sole	2023-08-09
2023-03-31	$567,977,732	6,173,671	+3.0%	Shares	Sole	2023-05-12
2022-12-31	$543,728,957	5,993,485	-7.8%	Shares	Sole	2023-02-09
2022-09-30	$494,307,545	6,503,191	+7.7%	Shares	Sole	2022-11-10
2022-06-30	$510,351,056	6,037,514	+38.6%	Shares	Sole	2022-08-12
2022-03-31	$382,358,515	4,357,362	+12.6%	Shares	Defined	2022-05-13
2021-12-31	$338,520,795	3,870,136	+35.0%	Shares	Defined	2022-02-09
2021-09-30	$234,455,163	2,866,901	+1.4%	Shares	Defined	2021-11-12
2021-06-30	$257,881,283	2,826,406	+1.7%	Shares	Defined	2021-08-12
2021-03-31	$237,631,066	2,779,961	-0.6%	Shares	Defined	2021-05-14
2020-12-31	$264,055,647	2,796,311	+2.4%	Shares	Defined	2021-03-08
2020-09-30	$237,539,762	2,731,598	+14.3%	Shares	Defined	2020-11-12
2020-06-30	$208,805,834	2,390,724	+3.8%	Shares	Defined	2020-08-13
2020-03-31	$189,889,440	2,303,086	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.