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Novartis AG (NVS) institutional ownership

Latest close $153.87 Jul 21, 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
Bought Sold Totals per quarter; hover a bar for the names.

Novartis AG (NVS) institutional activity · 725

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
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
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
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
Bank of America Corp · Added +$63M
Change +414K Date Q1 2026
Bank of America Corp Added· Q1 2026 +$63M +414K Q1 2026
Jane Street Group, LLC · New +$56M
Change +366K Date Q1 2026
Jane Street Group, LLC New· Q1 2026 +$56M +366K Q1 2026
Point72 Asset Management, L.P. · New +$44M
Change +284K Date Q1 2026
Point72 Asset Management, L.P. New· Q1 2026 +$44M +284K Q1 2026
Citigroup Inc · Added +$43M
Change +277K Date Q1 2026
Citigroup Inc Added· Q1 2026 +$43M +277K Q1 2026
Ferguson Wellman Capital Management, Inc · New +$28M
Change +182K Date Q1 2026
Ferguson Wellman Capital Management, Inc New· Q1 2026 +$28M +182K Q1 2026
Data through Q1 2026 · filed Jun 10, 2026
15 of 725

Famous investor activity in Novartis AG (NVS)

Novartis AG (NVS) activist and large shareholders

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.