Position in NVS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,272,188,077
+$33,367,860 QoQ
Shares Held
8,117,586
+0.1% QoQ
Ownership
0.427%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#3
of 1,602 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 88%
Shared 7%
None 5%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $19,386,650,383 across 15 Drug Manufacturers - General names. NVS ranks #5 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
4,003,417 | $4,801,818,850 | |
| 2 | JNJ |
Johnson & Johnson
|
15,385,556 | $3,907,469,656 | |
| 3 | MRK |
Merck & Co., Inc.
|
17,486,486 | $2,247,013,450 | |
| 4 | ABBV |
AbbVie Inc.
|
7,236,861 | $1,821,083,699 | |
| 5 | NVS |
Novartis AG
This page
|
8,117,586 | $1,272,188,077 | |
| 6 | AMGN |
Amgen Inc
|
3,413,981 | $1,236,270,798 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
19,691,951 | $1,134,650,214 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
7,899,794 | $998,059,971 |
All Filings in NVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,272,188,077 | 8,117,586 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,238,820,217 | 8,110,116 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,175,258,198 | 8,524,394 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,133,729,570 | 8,840,686 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,096,458,901 | 9,060,895 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $959,477,590 | 8,606,724 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $796,370,928 | 8,183,855 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $930,860,538 | 8,093,032 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $788,622,887 | 7,407,692 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $582,129,069 | 6,018,082 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $613,713,327 | 6,078,175 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $639,058,025 | 6,273,886 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $631,428,480 | 6,257,343 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $567,977,732 | 6,173,671 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $543,728,957 | 5,993,485 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $494,307,545 | 6,503,191 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $510,351,056 | 6,037,514 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $382,358,515 | 4,357,362 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $338,520,795 | 3,870,136 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $234,455,163 | 2,866,901 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $257,881,283 | 2,826,406 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $237,631,066 | 2,779,961 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $264,055,647 | 2,796,311 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $237,539,762 | 2,731,598 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $208,805,834 | 2,390,724 | 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. | ||||||