NVS · Novartis AG · Shareholders & Ownership
Every disclosed holder of NVS in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns NVS
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positionsNo chart: shares outstanding cannot be set against these holders.
| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 135,586,119 | — |
| Insiders (Forms 3, 4, 5) | 0 | — |
| 13D/G-only blocks | 0 | — |
| Registered funds (N-PORT, not summed) | 21,474,512 | — |
% Out is unavailable: a foreign private issuer reports ordinary shares, a different unit from the listed shares.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of NVS
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
Fisher Asset Management, LLC
13F
CIK 850529 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
15,523,378 | ||
| 2 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
8,726,827 | ||
| 3 |
DIMENSIONAL FUND ADVISORS LP
13F
CIK 354204 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
8,117,586 | ||
| 3.1 |
INTERNATIONAL CORE EQUITY 2 PORTFOLIO
Fund
S000000983 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
2,060,639 | ||
| 3.2 |
Dimensional International Value ETF
Fund
S000070904 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
888,855 | ||
| 3.3 |
Dimensional International Core Equity Market ETF
Fund
S000069433 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
753,095 | ||
| 3.4 |
Dimensional International Core Equity 2 ETF
Fund
S000075152 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
719,088 | ||
| 3.5 |
Dimensional International High Profitability ETF
Fund
S000075155 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
587,948 | ||
| 4 |
PRIMECAP MANAGEMENT CO/CA/
13F
CIK 763212 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
6,592,124 | ||
| 4.1 |
PRIMECAP Odyssey Stock Fund
Fund
S000005539 · Registered fund · Jul 31, 2026
PRIMECAP Odyssey Funds, not summed
|
152,210 | ||
| 5 |
LOOMIS SAYLES & CO L P
13F
CIK 312348 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
5,239,309 | ||
| 5.1 |
Loomis Sayles Growth Fund
Fund
S000006699 · Registered fund · Jun 30, 2026
LOOMIS SAYLES FUNDS II, not summed
|
1,417,894 | ||
| 6 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,909,938 | ||
| 7 |
FRANKLIN RESOURCES INC
13F
CIK 38777 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,251,281 | ||
| 7.1 |
Franklin Mutual Global Discovery Fund
Fund
S000007861 · Registered fund · Jun 30, 2026
Franklin Mutual Series Funds, not summed
|
1,192,174 | ||
| 7.2 |
Franklin Mutual Shares Fund
Fund
S000007864 · Registered fund · Jun 30, 2026
Franklin Mutual Series Funds, not summed
|
812,618 | ||
| 7.3 |
Franklin Mutual Beacon Fund
Fund
S000007860 · Registered fund · Jun 30, 2026
Franklin Mutual Series Funds, not summed
|
438,047 | ||
| 7.4 |
Franklin Mutual Quest Fund
Fund
S000007863 · Registered fund · Jun 30, 2026
Franklin Mutual Series Funds, not summed
|
292,937 | ||
| 7.5 |
Franklin Mutual Shares VIP Fund
Fund
S000007320 · Registered fund · Jun 30, 2026
Franklin Templeton Variable Insurance Products Trust, not summed
|
223,821 | ||
| 8 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,047,988 | ||
| 8.1 |
BlackRock Health Sciences Opportunities Portfolio
Fund
S000001877 · Registered fund · May 29, 2026
BlackRock Funds, not summed
|
251,660 | ||
| 8.2 |
BlackRock Exchange Portfolio
Fund
S000001878 · Registered fund · Jun 30, 2026
BlackRock Funds, not summed
|
68,681 | ||
| 9 |
GOLDMAN SACHS GROUP INC
13F
CIK 886982 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,980,168 | ||
| 10 |
NORTHERN TRUST CORP
13F
CIK 73124 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,792,745 | ||
| 11 |
NATIXIS ADVISORS, LLC
13F
CIK 1018331 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,386,527 | ||
| 11.1 |
Natixis U.S. Equity Opportunities Fund
Fund
S000006658 · Registered fund · Jun 30, 2026
Natixis Funds Trust I, not summed
|
29,161 | ||
| 11.2 |
Gateway Equity Call Premium Fund
Fund
S000046840 · Registered fund · Jun 30, 2026
Gateway Trust, not summed
|
2,362 | ||
| 12 |
ENVESTNET ASSET MANAGEMENT INC
13F
CIK 1407543 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,330,979 | ||
| 13 |
JPMORGAN CHASE & CO
13F
CIK 19617 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,264,447 | ||
| 14 |
Jupiter Topco LLC
13F
CIK 2146052 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,221,362 | ||
| 15 |
GQG Partners LLC
13F
CIK 1697233 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,151,131 | ||
| 15.1 |
GQG PARTNERS US SELECT QUALITY EQUITY FUND
Fund
S000063192 · Registered fund · Jun 30, 2026
ADVISORS' INNER CIRCLE III, not summed
|
564,879 | ||
| 15.2 |
GQG US Equity ETF
Fund
S000093212 · Registered fund · Jun 30, 2026
ADVISORS' INNER CIRCLE III, not summed
|
121,846 | ||
| 16 |
FMR LLC
13F
CIK 315066 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,057,404 | ||
| 16.1 |
Fidelity Enhanced International ETF
Fund
S000081802 · Registered fund · Jun 30, 2026
Fidelity Covington Trust, not summed
|
120,230 | ||
| 16.2 |
Strategic Advisers U.S. Total Stock Fund
Fund
S000084926 · Registered fund · May 31, 2026
Fidelity Rutland Square Trust II, not summed
|
100,720 | ||
| 16.3 |
Fidelity Advisor Multi-Asset Income Fund
Fund
S000050482 · Registered fund · Jun 30, 2026
Fidelity School Street Trust, not summed
|
59,800 | ||
| 17 |
Cullen Capital Management, LLC
13F
CIK 1362535 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,033,040 | ||
| 17.1 |
Cullen High Dividend Equity Fund
Fund
S000006835 · Registered fund · Jun 30, 2026
Cullen Funds Trust, not summed
|
132,065 | ||
| 17.2 |
Cullen International High Dividend Fund
Fund
S000006836 · Registered fund · Jun 30, 2026
Cullen Funds Trust, not summed
|
99,970 | ||
| 18 |
JONES FINANCIAL COMPANIES LLLP
13F
CIK 815917 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,974,043 | ||
| 19 |
WCM INVESTMENT MANAGEMENT, LLC
13F
CIK 1061186 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,904,349 | ||
| 20 |
WELLS FARGO & COMPANY/MN
13F
CIK 72971 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,828,817 | ||
| 21 |
RAYMOND JAMES FINANCIAL INC
13F
CIK 720005 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,801,337 | ||
| 22 |
PRINCIPAL FINANCIAL GROUP INC
13F
CIK 1126328 · Insurance company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,565,796 | ||
| 22.1 |
Equity Income Fund
Fund
S000014240 · Registered fund · Jul 31, 2026
Principal Funds, Inc, not summed
|
935,325 | ||
| 22.2 |
Principal Capital Appreciation Fund
Fund
S000014238 · Registered fund · Jul 31, 2026
Principal Funds, Inc, not summed
|
253,321 | ||
| 22.3 |
Principal Capital Appreciation Select ETF
Fund
S000091386 · Registered fund · Jun 30, 2026
Principal Exchange-Traded Funds, not summed
|
173,439 | ||
| 22.4 |
Equity Income Account
Fund
S000014083 · Registered fund · Jun 30, 2026
Principal Variable Contract Funds, Inc, not summed
|
86,925 | ||
| 22.5 |
Principal Capital Appreciation Account
Fund
S000014085 · Registered fund · Jun 30, 2026
Principal Variable Contract Funds, Inc, not summed
|
18,112 | ||
| 23 |
|
1,184,422 | ||
| 24 |
Holocene Advisors, LP
13F
CIK 1700574 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,037,332 | ||
| 25 |
Chevy Chase Trust Holdings, LLC
13F
CIK 1462020 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,033,709 | ||
| 25.1 |
CCT Thematic Equity Fund
Fund
S000069656 · Registered fund · Jul 31, 2026
ADVISORS' INNER CIRCLE III, not summed
|
5,383 | ||
| 26 |
LORD, ABBETT & CO. LLC
13F
CIK 728100 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,002,335 | ||
| 26.1 |
LORD ABBETT AFFILIATED FUND INC
Fund
S000006806 · Registered fund · Jul 31, 2026
LORD ABBETT AFFILIATED FUND INC, not summed
|
667,989 | ||
| 26.2 |
Lord Abbett Fundamental Equity Fund
Fund
S000007138 · Registered fund · Jul 31, 2026
LORD ABBETT SECURITIES TRUST, not summed
|
287,870 | ||
| 26.3 |
Growth and Income Portfolio
Fund
S000007300 · Registered fund · Jun 30, 2026
LORD ABBETT SERIES FUND INC, not summed
|
65,630 | ||
| 26.4 |
Lord Abbett Focused Large Cap Value Fund
Fund
S000064833 · Registered fund · Jul 31, 2026
LORD ABBETT SECURITIES TRUST, not summed
|
40,090 | ||
| 26.5 |
Fundamental Equity Portfolio
Fund
S000007297 · Registered fund · Jun 30, 2026
LORD ABBETT SERIES FUND INC, not summed
|
27,590 | ||
| 27 |
TRUIST FINANCIAL CORP
13F
CIK 92230 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
968,701 | ||
| 28 |
Janus Henderson Global Life Sciences Fund
Fund
S000010494 · Registered fund · Jun 30, 2026
Janus Investment Fund, not summed
|
949,726 | ||
| 29 |
EARNEST PARTNERS LLC
13F
CIK 1102578 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
886,634 | ||
| 30 |
RENAISSANCE TECHNOLOGIES LLC
13F
CIK 1037389 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
788,033 | ||
| 31 |
Dodge & Cox
13F
CIK 200217 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
759,373 | ||
| 32 |
MILLENNIUM MANAGEMENT LLC
13F
CIK 1273087 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
758,029 | ||
| 33 |
Connor, Clark & Lunn Investment Management Ltd.
13F
CIK 1596800 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
740,532 | ||
| 34 |
AMERICAN CENTURY COMPANIES INC
13F
CIK 748054 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
707,061 | ||
| 35 |
LPL Financial LLC
13F
CIK 1403438 · Broker-dealer · Jun 30, 2026
carried, not yet filed for the newest quarter
|
666,272 | ||
| 36 |
ROYAL BANK OF CANADA
13F
CIK 1000275 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
638,682 | ||
| 37 |
VAN ECK ASSOCIATES CORP
13F
CIK 869178 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
633,523 | ||
| 37.1 |
VanEck Pharmaceutical ETF
Fund
S000034409 · Registered fund · Jun 30, 2026
VanEck ETF Trust, not summed
|
596,253 | ||
| 38 |
Avantis International Equity ETF
Fund
S000066456 · Registered fund · May 31, 2026
American Century ETF Trust, not summed
|
612,686 | ||
| 39 |
SEI INVESTMENTS CO
13F
CIK 350894 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
591,566 | ||
| 39.1 |
SIIT LARGE CAP FUND
Fund
S000006767 · Registered fund · May 31, 2026
SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
|
10,093 | ||
| 40 |
NewEdge Wealth, LLC
13F
CIK 1861796 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
579,486 | ||
| 41 |
Harding Loevner LP
13F
CIK 928196 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
578,234 | ||
| 42 |
BRISTOL JOHN W & CO INC /NY/
13F
CIK 276101 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
557,777 | ||
| 43 |
Creative Planning
13F
CIK 1540235 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
546,659 | ||
| 44 |
CIBC Bancorp USA Inc.
13F
CIK 1711924 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
524,073 | ||
| 45 |
AMERIPRISE FINANCIAL INC
13F
CIK 820027 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
508,398 | ||
| 45.1 |
Multi-Manager Large Cap Growth Strategies Fund
Fund
S000091548 · Registered fund · Jun 30, 2026
COLUMBIA FUNDS SERIES TRUST I, not summed
|
125,041 | ||
| 46 |
Harvest Portfolios Group Inc.
13F
CIK 1923739 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
457,045 | ||
| 47 |
ASSETMARK, INC
13F
CIK 1344551 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
442,978 | ||
| 48 |
Corient Private Wealth LLC
13F
CIK 1948780 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
437,208 | ||
| 49 |
TCTC Holdings, LLC
13F
CIK 1483870 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
393,932 | ||
| 50 |
Quantinno Capital Management LP
13F
CIK 1759654 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
386,332 |
11 more nested rows are not shown here; Every filing lists them all.
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
Showing 1–50 of 1,679 holders
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