Who owns Novartis AG?

Tip: Access positions for across all investors

Analyze quarterly positions in Novartis with up to 7 years of data, all consolidated into one spreadsheet

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Top investors of Novartis stock

Who bought or sold Novartis AG this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of
Dodge & Cox 28M $2.4B -5% Mar 2022
PRIMECAP Management Company 18M $1.6B -2% Mar 2022
Loomis, Sayles and 17M $1.5B -9% Mar 2022
Fisher Investments 11M $954M 5% Mar 2022
Bank of America Corporation 7.8M $681M 100% Dec 2021
Franklin Resources 7.2M $634M -21% Mar 2022
Robeco Investment Management 4.6M $405M -1% Mar 2022
Charles Schwab Investment Management 4.4M $382M 5% Mar 2022
Dimensional Fund Advisors 4.4M $382M 13% Mar 2022
Wellington Management Company 4.1M $358M -3% Dec 2021
Renaissance Technologies 3.4M $297M -9% Mar 2022

Setup an alert

Want to be notified whenever an investor makes a significant change to their holdings of Novartis?

Cullen Capital Management 3.3M $289M 18% Mar 2022
Morgan Stanley 3.3M $286M 100% Mar 2022
Wells Fargo & Company 3.2M $277M -40% Dec 2021
Northern Trust 2.8M $250M -9% Mar 2022
Goldman Sachs Group 2.8M $244M 27% Mar 2022
Principal Financial Group 2.3M $201M 1% Mar 2022
Arrowstreet Capital, Limited Partnership 2.0M $175M 194% Mar 2022
Manning & Napier Group 1.8M $161M -5% Mar 2022
Natixis Asset Management Advisors 1.7M $148M -20% Dec 2021
FMR 1.3M $118M 21% Mar 2022
Scharf Investments 1.3M $118M 6% Mar 2022
Parnassus Investments 1.2M $109M 0% Mar 2022
Envestnet Asset Management 1.2M $106M 14% Mar 2022
Citadel Advisors 1.2M $102M -34% Mar 2022
Lazard Asset Management 1.1M $98M -2% Mar 2022
Branch Banking & Trust Company 1.1M $96M 6% Mar 2022
Voloridge Investment Management 1.1M $94M 1609% Mar 2022
Earnest Partners 905k $79M -4% Dec 2021
Raymond James & Associates 891k $78M 6% Mar 2022
Mondrian Investment Partners 867k $76M 7% Mar 2022
Macquarie Group 836k $73M 4% Mar 2022
Neuberger Berman Group 822k $71M -5% Mar 2022
Jane Street 796k $70M 47% Mar 2022
Bank of New York Mellon 776k $68M 5% Mar 2022
Madison Asset Management 773k $68M -11% Dec 2021
Chevy Chase Trust Holdings 771k $68M -2% Mar 2022
First Trust Advisors 711k $62M 0% Mar 2022
John W. Bristol & Co 709k $62M -2% Mar 2022
Sei Investments 670k $59M -24% Mar 2022
D. E. Shaw & Co 550k $48M -71% Mar 2022
Healthcare Of Ontario Pension Plan Trust Fund 546k $48M -25% Dec 2021
Twin Tree Management 452k $40M -24% Mar 2022
D.A. Davidson & Co. 450k $39M 4% Dec 2021
Morningstar Investment Services 429k $38M 0% Mar 2022
Managed Asset Portfolios 417k $37M 8% Mar 2022
Fayez Sarofim & Co 411k $36M 2% Dec 2021
TCTC Holdings 402k $35M 0% Mar 2022
Causeway Capital Management 392k $34M 3% Mar 2022
Pnc Financial Services 388k $34M 16% Dec 2021
Stifel Financial 374k $33M 3% Mar 2022
Raymond James Financial Services Advisors 371k $33M 23% Mar 2022
Atlantic Trust 368k $32M 0% Dec 2021
Brown Advisory Holdings Incorporated 349k $31M 4% Mar 2022
Oppenheimer Asset Management 333k $30M 0% Dec 2021
Douglas Lane & Associates 332k $29M -12% Mar 2022
Saturna Capital 326k $29M 2% Mar 2022
Martin Investment Management 319k $28M 1% Mar 2022
Millennium Management 314k $28M -70% Mar 2022
Eaton Vance Management 312k $27M 22% Mar 2022
HighTower Advisors 306k $27M -1% Dec 2021
Janney Montgomery Scott 293k $26M 19% Mar 2022
Nichols & Pratt Advisers 283k $25M -3% Mar 2022
Professional Advisory Services 279k $24M 4% Dec 2021
Woodley Farra Manion Portfolio Management 275k $24M 9% Mar 2022
Cambridge Trust Company 273k $24M -6% Dec 2021
Financial Counselors 262k $23M 11% Mar 2022
Bank Of Montreal 262k $23M 35% Dec 2021
Gofen & Glossberg 248k $22M -6% Mar 2022
Brandes Investment Partners 247k $22M 10% Mar 2022
Us Bancorp 237k $21M -4% Mar 2022
Boston Common Asset Management 233k $21M 30% Mar 2022
G. W. Henssler & Associates 226k $20M 9% Mar 2022
Van Eck Associates Corp. 220k $19M 1% Mar 2022
Walleye Trading 219k $19M 47% Mar 2022
Jpmorgan Chase & Co 219k $19M -19% Mar 2022
Commonwealth Equity Services 218k $19M 0% Mar 2022
Jarislowsky, Fraser 217k $19M -21% Dec 2021
Bartlett & Co. 215k $19M 0% Mar 2022
Reilly Financial Advisors 215k $19M 4% Dec 2021
N/aform 13f Information Tablevoting Authority 209k $18M -2% Mar 2022
Hemenway Trust Company 207k $18M -6% Dec 2021
First Manhattan 203k $18M -32% Mar 2022
Rockefeller Capital Management 201k $18M -4% Mar 2022
Old Mission Capital 200k $18M 100% Mar 2022
Barnes Bonner Castles 187k $16M 1% Mar 2022
John G.Ullman & Associates 186k $16M 5% Mar 2022
Segall Bryant & Hamill 185k $16M -19% Mar 2022
First Republic Investment Management 183k $16M -17% Dec 2021
Confluence Investment Management 183k $16M 0% Mar 2022
Burns Wealth Management 181k $16M -37% Dec 2021
M^T Bank Corporation 170k $15M 10% Mar 2022
First Fiduciary Investment Counsel 169k $15M -1% Mar 2022
Manufacturers Life Insurance Company 167k $15M 0% Dec 2021
Federated Investors 162k $14M 38% Mar 2022
Kurt F. Somerville 162k $14M -8% Mar 2022
Mariner Wealth Advisors 156k $14M 3% Mar 2022
DDD Partners 156k $14M 2% Mar 2022
Citigroup 154k $13M 100% Dec 2021
American Century Companies 154k $14M 14% Mar 2022
Edgemoor Investment Advisors 150k $13M -2% Dec 2021
Aaron Wealth Advisors 148k $1.7M 100% Mar 2022
Gamble Jones Investment Counsel 147k $13M 100% Mar 2022
Richard C. Young & Co 140k $12M 6% Mar 2022
Banco Santander 139k $12M -29% Mar 2022
Grimes & Company 139k $12M 53% Mar 2022
Peter F. Mathieson 136k $12M -1% Mar 2022
Hambrecht & Quist Capital Management 136k $12M 0% Mar 2022
Mirae Asset Global Investments 135k $12M -5% Mar 2022
Wilkins Investment Counsel 134k $12M 3% Mar 2022
Bahl & Gaynor 132k $12M -5% Dec 2021
Advisor Group Holdings 130k $11M 4% Mar 2022
Grandfield & Dodd 130k $11M 3% Dec 2021
Reynders McVeigh Capital Management 128k $11M -1% Mar 2022
National Bank Of Canada /fi/ 126k $11M -15% Mar 2022
Euro Pacific Asset Management 121k $11M 34% Mar 2022
Allianz Asset Management 120k $11M -1% Mar 2022
Tower Bridge Advisors 115k $10M -3% Mar 2022
Clifford Swan Investment Counsel 109k $9.6M -2% Mar 2022
U.S. Capital Wealth Advisors 108k $9.5M 19% Mar 2022
Greenwood Gearhart 107k $9.4M 4% Mar 2022
Moreno Evelyn V 106k $9.3M 5% Mar 2022
Ingalls & Snyder 105k $9.2M 7% Mar 2022
Fort Washington Investment Advisors 103k $9.0M 0% Mar 2022
Tweedy, Browne Company 102k $8.9M -4% Mar 2022
William Blair $ Company 100k $8.8M 10% Mar 2022
Trust Company of Virginia 100k $8.8M -1% Mar 2022
Brown Brothers Harriman & Co. 97k $8.5M -32% Mar 2022
Jones Financial Companies, L.L 97k $8.4M -32% Mar 2022
Baird Financial 96k $8.4M 5% Mar 2022
American Assets Investment Management 94k $8.2M 0% Mar 2022
CWM 92k $8.1M 4% Mar 2022
Gabelli Funds 92k $8.1M 0% Mar 2022
Welch & Forbes 91k $8.0M -1% Mar 2022
Rathbones Brothers 90k $7.9M -3% Mar 2022
Foster Victor Wealth Advisors 90k $8.1M 22% Mar 2022
ProVise Management Group 90k $7.9M 2% Mar 2022
Russell Investments 88k $7.7M -3% Mar 2022
Captrust Financial Advisors 87k $7.6M 4% Mar 2022
Puzo Michael J 87k $7.6M -3% Mar 2022
Creative Planning 86k $7.5M -18% Dec 2021
Mengis Capital Management 86k $7.5M 1% Mar 2022
Buckhead Capital Management 85k $7.4M 0% Mar 2022
NewEdge Wealth 83k $7.2M 12% Mar 2022
Gluskin Sheff + Associates 82k $7.2M -55% Dec 2021
Cohen Capital Management 82k $7.2M 0% Mar 2022
Brian McDonald 82k $7.4M 5% Mar 2022
Mercer Global Advisors 80k $7.1M 43% Mar 2022
New York State Common Retirement Fund 79k $7.0M 0% Mar 2022
Franklin, Parlapiano, Turner & Welch 78k $6.8M 5% Mar 2022
Fifth Third Bancorp 78k $6.8M -1% Mar 2022
Zevin Asset Management 76k $6.7M 24% Mar 2022
Peapack Gladstone Financial Corp 76k $6.6M 0% Dec 2021
Atria Investments 75k $6.6M -2% Mar 2022
Edgestream Partners 75k $6.6M 100% Mar 2022
TCW Group 73k $6.4M 0% Dec 2021
Mml Investors Services 72k $6.3M 3% Mar 2022
Everett Harris & Co 72k $6.3M -30% Mar 2022
Live Oak Private Wealth 72k $6.3M 4% Mar 2022
Matthew Goff Investment Advisor 71k $6.2M 16% Mar 2022
Timber Creek Capital Management 70k $6.1M 0% Mar 2022
Trust Co Of Vermont 70k $6.1M -4% Dec 2021
Private Advisor 69k $6.1M 0% Mar 2022
Lowell Blake & Associates 68k $6.0M -2% Mar 2022
Camden National Bank 66k $5.8M 0% Mar 2022
Gail Mannix 66k $5.8M 0% Mar 2022
Scotia Capital 66k $5.8M -5% Mar 2022
Amg National Trust Bank 66k $5.8M 0% Mar 2022
Dearborn Partners 64k $5.6M -6% Mar 2022
Simplex Trading 62k $5.4M -47% Mar 2022
Investment House 62k $5.4M -7% Mar 2022
Cubist Systematic Strategies 37k $3.3M -73% Mar 2022
Advisors Capital Management 27k $2.4M -72% Mar 2022
Cardinal Capital Management 26k $2.3M -85% Mar 2022
Mcdaniel Terry & Co 19k $1.6M -89% Mar 2022
FourThought Financial 14k $1.3M -83% Mar 2022
Grantham, Mayo, Van Otterloo & Co 3.5k $307k -98% Mar 2022
Barclays 405.00 $36k -100% Dec 2021

Who sold out of Novartis?

Fund or Company Name Date Sold Shares Held Valued At
Parametric Portfolio Associates Sep 2021 2.8M $227M
Mawer Investment Management Dec 2021 1.3M $112M
SG3 Management Dec 2021 500k $44M
Caption Management Dec 2021 419k $37M
Godsey and Gibb Dec 2021 191k $17M
Tobias Financial Advisors Dec 2021 185k $16M
Scout Investments Dec 2021 154k $14M
Point72 Asset Management Dec 2021 153k $13M
CIBC World Markets Sep 2021 148k $12M
Oxbow Advisors Dec 2021 101k $8.9M
Geode Capital Management Dec 2021 66k $5.7M