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NVS

Novartis AG
$157.03 +1.54 (+0.99%) At close · Jul 7
Market Cap
$296.08B
Shares
1,908,091,965

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 1,598
Total Value: $22,837,058,369
Total Shares: 149,493,009
Showing 1–100 of 1,624 holdings by value · page 1 of 17

Institutional Ownership Trend

26 quarters

Superinvestors Holding NVS

All superinvestors →
Tweedy Browne $10,891,838 Joel Greenblatt $409,828

Holder Concentration

Across 1,598 13F filers
Top Holder
9.3%
Jun 2023 → Mar 2026 · range 6.5% – 10.8%
of institutional value
Top 5
30.1%
Jun 2023 → Mar 2026 · range 29.9% – 33.3%
of institutional value
Top 10
45.7%
Jun 2023 → Mar 2026 · range 44.7% – 48.6%
of institutional value
HHI
284
Jun 2023 → Mar 2026 · range 262 – 348
Broadly held
Showing 100 of 1,624
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega Fisher Asset Management, LLC $2,121,048,159 9.29% 13,885,749
Mega MORGAN STANLEY $1,302,504,897 5.70% 8,527,037
Mega DIMENSIONAL FUND ADVISORS LP $1,238,820,217 5.42% 8,110,116
Mega PRIMECAP MANAGEMENT CO/CA/ $1,155,913,323 5.06% 7,567,354
Mega Dodge & Cox $1,064,267,753 4.66% 6,967,383
Mega GOLDMAN SACHS GROUP INC $996,811,518 4.36% 6,525,771
Large LOOMIS SAYLES & CO L P $828,836,774 3.63% 5,426,100
Mega BANK OF AMERICA CORP /DE/ Bank $758,066,781 3.32% 4,962,794
Mega FRANKLIN RESOURCES INC $520,868,944 2.28% 3,409,944
Mega BlackRock, Inc. $450,575,836 1.97% 2,949,760
Mega NORTHERN TRUST CORP Bank $425,596,326 1.86% 2,786,228
Large GQG Partners LLC $373,820,798 1.64% 2,447,272
Mega ENVESTNET ASSET MANAGEMENT INC $353,063,906 1.55% 2,311,384
Mega JANUS HENDERSON GROUP PLC $347,649,529 1.52% 2,275,938
Large NATIXIS ADVISORS, LLC $341,572,828 1.50% 2,236,156
Mid Cullen Capital Management, LLC $311,298,695 1.36% 2,037,962
Mega RAYMOND JAMES FINANCIAL INC $295,093,600 1.29% 1,931,873
Mega WELLS FARGO & COMPANY/MN $289,564,661 1.27% 1,895,677
Large JONES FINANCIAL COMPANIES LLLP $278,279,339 1.22% 1,821,796
Mega JPMORGAN CHASE & CO $275,664,254 1.21% 1,804,676
Mega UBS Group AG $273,904,119 1.20% 1,793,153
Mega FMR LLC $258,604,679 1.13% 1,692,993
Mega PRINCIPAL FINANCIAL GROUP INC $234,133,519 1.03% 1,532,789
Large WCM INVESTMENT MANAGEMENT, LLC $223,500,745 0.98% 1,463,180
Mega STATE STREET CORP $211,695,003 0.93% 1,385,892
Large LMR Partners LLP $199,155,450 0.87% 1,303,800
Large RENAISSANCE TECHNOLOGIES LLC $169,832,490 0.74% 1,111,833
Large Chevy Chase Trust Holdings, LLC $160,356,033 0.70% 1,049,794
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $152,200,100 0.67% 996,400
Large TRUIST FINANCIAL CORP $143,862,698 0.63% 941,818
Mega VAN ECK ASSOCIATES CORP $136,222,908 0.60% 891,803
Large EARNEST PARTNERS LLC $135,228,047 0.59% 885,290
Large LORD, ABBETT & CO. LLC $126,826,186 0.56% 830,286
Mega CITADEL ADVISORS LLC $109,170,425 0.48% 714,700
Mega AMERICAN CENTURY COMPANIES INC $107,410,439 0.47% 703,178
Mega LPL Financial LLC $94,770,224 0.41% 620,427
Large SEI INVESTMENTS CO $94,594,103 0.41% 619,274
Mega ROYAL BANK OF CANADA Bank $94,507,947 0.41% 618,710
Mid Scharf Investments, LLC $90,005,188 0.39% 589,232
Mid Harding Loevner LP $89,244,951 0.39% 584,255
Mid BRISTOL JOHN W & CO INC /NY/ $85,820,601 0.38% 561,837
Mid NewEdge Wealth, LLC $83,478,638 0.37% 546,505
Large CIBC Bancorp USA Inc. Bank $82,150,935 0.36% 537,813
Mega AMERIPRISE FINANCIAL INC $81,347,622 0.36% 532,554
Large Creative Planning $80,776,338 0.35% 528,814
Large Connor, Clark & Lunn Investment Management Ltd. $77,205,960 0.34% 505,440
Mid Harvest Portfolios Group Inc. $69,452,522 0.30% 454,681
Large Corient Private Wealth LLC $67,290,346 0.29% 440,526
Mid TODD ASSET MANAGEMENT LLC $65,989,069 0.29% 432,007
Large ASSETMARK, INC $61,676,478 0.27% 403,774
Mid TCTC Holdings, LLC $60,162,726 0.26% 393,864
Mega FIRST TRUST ADVISORS LP $55,991,887 0.25% 366,559
Mega JANE STREET GROUP, LLC $55,977,834 0.25% 366,467
Mega CITIGROUP INC $53,277,519 0.23% 348,789
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $52,761,377 0.23% 345,410
Large Quantinno Capital Management LP $52,046,202 0.23% 340,728
Large Cerity Partners LLC $50,393,751 0.22% 329,910
Mega Bank of New York Mellon Corp Bank $50,074,044 0.22% 327,817
Large MARSHALL WACE, LLP $49,194,053 0.22% 322,056
Large O'SHAUGHNESSY ASSET MANAGEMENT, LLC $48,884,124 0.21% 320,027
Large STIFEL FINANCIAL CORP $48,531,269 0.21% 317,717
Large Janney Montgomery Scott LLC $47,631,421 0.21% 311,826
Mid SATURNA CAPITAL CORP $47,506,472 0.21% 311,008
Mega CITIGROUP INC $45,825,000 0.20% 300,000
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $45,412,575 0.20% 297,300
Large Point72 Asset Management, L.P. $43,356,101 0.19% 283,837
Mid COOKSON PEIRCE & CO INC $43,322,496 0.19% 283,617
Large Focus Partners Wealth $42,835,377 0.19% 280,428
Large Grantham, Mayo, Van Otterloo & Co. LLC $42,103,551 0.18% 275,637
Large US BANCORP \DE\ Bank $41,068,058 0.18% 268,858
Large TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY Pension $40,929,362 0.18% 267,950
Mid WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC $40,640,817 0.18% 266,061
Large HighTower Advisors, LLC $40,423,607 0.18% 264,639
Mega BANK OF MONTREAL /CAN/ Bank $39,614,946 0.17% 259,345
Large ADAGE CAPITAL PARTNERS GP, L.L.C. $39,409,500 0.17% 258,000
Large Clark Capital Management Group, Inc. $38,476,808 0.17% 251,894
Mid Integral Health Asset Management, LLC $38,187,500 0.17% 250,000
Mega MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $37,676,550 0.16% 246,655
Mid Midwest Trust Co Bank $37,000,327 0.16% 242,228
Large Mariner, LLC $36,897,067 0.16% 241,552
Mega AQR CAPITAL MANAGEMENT LLC $35,723,794 0.16% 233,871
Mid First Financial Bankshares Inc $35,262,948 0.15% 230,854
Large MML INVESTORS SERVICES, LLC $35,070,330 0.15% 229,593
Mega PNC FINANCIAL SERVICES GROUP, INC. $33,625,462 0.15% 220,134
Mid OPPENHEIMER ASSET MANAGEMENT INC. $33,165,841 0.15% 217,125
Mid D.A. DAVIDSON & CO. $32,507,491 0.14% 212,815
Small Promethos Capital, LLC $31,022,455 0.14% 203,093
Large Cetera Investment Advisers $31,015,123 0.14% 203,045
Large Tidal Investments LLC $29,507,786 0.13% 193,177
Large BRANDES INVESTMENT PARTNERS, LP $28,956,817 0.13% 189,570
Large BROWN ADVISORY INC $28,895,258 0.13% 189,167
Mid GODSEY & GIBB, INC $28,346,123 0.12% 185,572
Mid FERGUSON WELLMAN CAPITAL MANAGEMENT, INC $27,854,879 0.12% 182,356
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $27,097,239 0.12% 177,396
Large Qube Research & Technologies Ltd $26,446,676 0.12% 173,137
Small Foresight Global Investors, Inc. $26,281,095 0.12% 172,053
Large M&T Bank Corp Bank $26,249,779 0.11% 171,848
Large OSAIC HOLDINGS, INC. $25,816,582 0.11% 169,012
Small MANAGED ASSET PORTFOLIOS, LLC $25,094,992 0.11% 164,288
Small Parkwood LLC $24,953,851 0.11% 163,364
Key facts CIK 1114448 CUSIP 66987V109 13F (30d) 90 filings 73 filers Visit website Investor relations

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