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Novartis AG (NVS) institutional ownership

Latest close $154.05 Jul 10, 2026
Market cap$259.0B 52-week range SectorHealthcare
Funds holding · Q1 2026
1,352
reported NVS position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Net bought $1.9B
725 buyers · 627 sellers

Novartis AG (NVS) price and institutional activity

Dates

Q1 2026

$3.6B bought by 725 investors
Fisher Asset Management, LLC$984MGoldman Sachs Group Inc$579M +723 more
$1.7B sold by 627 investors
Dodge & Cox-$314MBank of Montreal-$111M +625 more
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Bought Sold Totals per quarter; hover a bar for the names.

Novartis AG (NVS) institutional activity · 1,352

Investor Type Est. change Change Δ Own Date
Fisher Asset Management, LLC Added· Q1 2026 +$984M +6.4M +86.0% Q1 2026
Goldman Sachs Group Inc · Added +$579M
Change +3.8M Date Q1 2026
Goldman Sachs Group Inc Added· Q1 2026 +$579M +3.8M Q1 2026
Dodge & Cox · Reduced −$314M
Change −2.0M Δ Own −22.7% Date Q1 2026
Dodge & Cox Reduced· Q1 2026 −$314M −2.0M −22.7% Q1 2026
Jones Financial Companies Lllp · Added +$249M
Change +1.6M Date Q1 2026
Jones Financial Companies Lllp Added· Q1 2026 +$249M +1.6M Q1 2026
Wcm Investment Management, LLC · New +$224M
Change +1.5M Date Q1 2026
Wcm Investment Management, LLC New· Q1 2026 +$224M +1.5M Q1 2026
Natixis Advisors, LLC · Added +$214M
Change +1.4M Date Q1 2026
Natixis Advisors, LLC Added· Q1 2026 +$214M +1.4M Q1 2026
JPMorgan Chase & Co · Added +$186M
Change +1.2M Date Q1 2026
JPMorgan Chase & Co Added· Q1 2026 +$186M +1.2M Q1 2026
Bank of Montreal · Reduced −$111M
Change −725K Date Q1 2026
Bank of Montreal Reduced· Q1 2026 −$111M −725K Q1 2026
Gqg Partners LLC · Reduced −$109M
Change −711K Date Q1 2026
Gqg Partners LLC Reduced· Q1 2026 −$109M −711K Q1 2026
Arrowstreet Capital, Limited Partnership · Reduced −$104M
Change −679K Date Q1 2026
Arrowstreet Capital, Limited Partnership Reduced· Q1 2026 −$104M −679K Q1 2026
Envestnet Asset Management Inc · Added +$81M
Change +529K Date Q1 2026
Envestnet Asset Management Inc Added· Q1 2026 +$81M +529K Q1 2026
Lord, Abbett & Co. LLC · Added +$71M
Change +464K Date Q1 2026
Lord, Abbett & Co. LLC Added· Q1 2026 +$71M +464K Q1 2026
CIBC World Market Inc. · Reduced −$68M
Change −444K Date Q1 2026
CIBC World Market Inc. Reduced· Q1 2026 −$68M −444K Q1 2026
Northern Trust · Added +$67M
Change +435K Date Q1 2026
Northern Trust Added· Q1 2026 +$67M +435K Q1 2026
UBS Group AG · Added +$66M
Change +432K Date Q1 2026
UBS Group AG Added· Q1 2026 +$66M +432K Q1 2026
Data through Q1 2026 · filed Jun 10, 2026
15 of 1352

Famous investor activity in Novartis AG (NVS)

Novartis AG (NVS) activist and large shareholders

What are Schedules 13D and 13G?

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
BlackRock Inc. 139.4M
% of shares outstanding 6.1% Filing date Feb 2, 2024
BlackRock Inc. 139.4M 6.1% Feb 2, 2024
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Novartis AG (NVS) ownership FAQ

Who owns NVS?

1,352 reporting institutions disclosed NVS position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.