Who owns Novartis AG?

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

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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 Actions
Dodge & Cox 13M $1.3B -19% Dec 2023
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PRIMECAP Management Company 13M $1.3B -12% Dec 2023
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Morgan Stanley 7.0M $711M -4% Sep 2023
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Dimensional Fund Advisors 6.1M $614M -3% Dec 2023
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Loomis, Sayles and 6.1M $618M -4% Sep 2023
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Franklin Resources 5.9M $597M -5% Dec 2023
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Bank of America Corporation 5.1M $520M -1% Dec 2023
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Wellington Management Company 4.7M $479M 1% Dec 2023
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Goldman Sachs Group 2.8M $283M -4% Sep 2023
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Renaissance Technologies 2.6M $269M 12% Sep 2023
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Henderson Group 2.6M $258M 1% Dec 2023
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Principal Financial Group 2.5M $253M -1% Dec 2023
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Northern Trust 2.2M $221M -3% Sep 2023
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Envestnet Asset Management 2.0M $209M 50% Sep 2023
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Wells Fargo & Company 2.0M $202M 0% Dec 2023
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Grantham, Mayo, Van Otterloo & Co 1.8M $186M 168% Sep 2023
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State Street Corporation 1.8M $179M -2% Sep 2023
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BlackRock 1.7M $176M 0% Sep 2023
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UBS Group 1.7M $168M -11% Dec 2023
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Cullen Capital Management 1.6M $165M -40% Dec 2023
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Fisher Investments 1.4M $146M 2% Dec 2023
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Scharf Investments 1.4M $144M 0% Dec 2023
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Citadel Advisors 1.4M $137M 69% Dec 2023
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FMR 1.2M $124M 3% Sep 2023
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Manning & Napier Group 1.1M $107M -1% Dec 2023
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Natixis Asset Management Advisors 931k $94M 0% Dec 2023
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Capital Research Global Investors 904k $92M 0% Sep 2023
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Susquehanna International 858k $87M -14% Sep 2023
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Branch Banking & Trust Company 830k $84M -4% Dec 2023
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Chevy Chase Trust Holdings 816k $82M 11% Dec 2023
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Earnest Partners 814k $82M 0% Dec 2023
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Magnetar Financial 800k $82M 143% Sep 2023
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Alyeska Investment Group 755k $76M 100% Dec 2023
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First Trust Advisors 671k $68M -6% Sep 2023
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Mondrian Investment Partners 665k $68M 0% Sep 2023
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Macquarie Group 649k $66M -2% Sep 2023
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John W. Bristol & Co 643k $65M -5% Dec 2023
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Bank of New York Mellon 625k $63M 1% Dec 2023
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Millennium Management 615k $62M 319% Dec 2023
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Sei Investments 606k $62M -5% Sep 2023
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Royal Bank of Canada 589k $60M 0% Dec 2023
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Reed Conner & Birdwell 589k $60M 0% Sep 2023
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CI Private Wealth 588k $59M 28% Dec 2023
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Harvest Portfolios Group 521k $53M 1% Dec 2023
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Raymond James & Associates 518k $52M 0% Dec 2023
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D.A. Davidson & Co. 487k $49M -2% Dec 2023
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Atlantic Trust 485k $49M 1% Sep 2023
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Walleye Trading 437k $44M 13% Dec 2023
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Marshall Wace 432k $44M -59% Dec 2023
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Woodley Farra Manion Portfolio Management 407k $42M -1% Sep 2023
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Clark Capital Management Group 407k $41M 3% Sep 2023
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TCTC Holdings 399k $40M 0% Dec 2023
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Pacer Advisors 388k $39M 1937% Dec 2023
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American Century Companies 384k $39M 8% Sep 2023
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Ameriprise Financial 377k $38M -11% Sep 2023
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Morningstar Investment Services 375k $38M -2% Sep 2023
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Goss Wealth Management 372k $38M 2% Sep 2023
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Jpmorgan Chase & Co 351k $35M -3% Dec 2023
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Raymond James Financial Services Advisors 347k $35M 0% Dec 2023
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Walleye Trading Advisors 342k $35M 37% Dec 2023
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LPL Financial 330k $34M 1% Sep 2023
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Saturna Capital 328k $33M -1% Dec 2023
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NewEdge Wealth 325k $33M 15% Dec 2023
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First Financial Bankshares 317k $32M 100% Dec 2023
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Adage Capital Partners GP 312k $32M 31% Sep 2023
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Creative Planning 310k $31M -31% Dec 2023
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Cambridge Trust Company 300k $30M -1% Dec 2023
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Invesco 295k $30M -9% Sep 2023
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HighTower Advisors 289k $29M 2% Dec 2023
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Voloridge Investment Management 280k $28M 37% Dec 2023
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Managed Asset Portfolios 276k $28M 1% Dec 2023
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Us Bancorp 267k $27M 13% Dec 2023
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Janney Montgomery Scott 260k $26M -3% Dec 2023
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Financial Counselors 259k $26M -1% Dec 2023
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Stifel Financial 250k $25M -1% Dec 2023
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Brown Advisory Holdings Incorporated 248k $25M -14% Dec 2023
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HPM Partners 248k $25M 31% Dec 2023
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G. W. Henssler & Associates 247k $25M 4% Dec 2023
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Pnc Financial Services 245k $25M -17% Dec 2023
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Oppenheimer Asset Management 244k $25M -6% Sep 2023
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Citigroup 240k $24M 30% Dec 2023
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Commonwealth Equity Services 229k $23M 0% Dec 2023
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Martin Investment Management 226k $23M -1% Dec 2023
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Assetmark 216k $22M 6% Dec 2023
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Van Eck Associates Corp. 215k $22M -2% Dec 2023
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Neuberger Berman Group 212k $21M -19% Dec 2023
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Causeway Capital Management 209k $21M 12% Dec 2023
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Integral Health Asset Management 200k $20M 94% Sep 2023
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Godsey and Gibb 196k $20M 1% Dec 2023
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Advisor Group Holdings 194k $20M -22% Dec 2023
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Hemenway Trust Company 192k $20M 0% Sep 2023
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Mariner Wealth Advisors 192k $19M 1% Dec 2023
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M^T Bank Corporation 184k $19M -2% Dec 2023
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John G.Ullman & Associates 181k $18M -1% Dec 2023
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Optiver Holding B.V. 180k $18M 100% Sep 2023
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Jane Street 176k $18M -1% Dec 2023
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Douglas Lane & Associates 175k $18M -4% Dec 2023
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Brandes Investment Partners 174k $18M 50% Dec 2023
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Boston Common Asset Management 174k $18M -7% Dec 2023
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O'shaughnessy Asset Management 170k $17M 5% Dec 2023
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Grandfield & Dodd 158k $16M 2% Dec 2023
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Cambiar Investors 156k $16M -35% Dec 2023
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Gts Securities 155k $16M -21% Dec 2023
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Bartlett & Co. 151k $15M -1% Dec 2023
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Bartlett & Co. Wealth Management 151k $15M -1% Dec 2023
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Burns Wealth Management 150k $15M -4% Sep 2023
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N/aform 13f Information Tablevoting Authority 148k $15M 2% Sep 2023
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Charles Schwab Investment Management 146k $15M -97% Dec 2023
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Bank Of Montreal 145k $15M -5% Dec 2023
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First Fiduciary Investment Counsel 144k $15M -1% Dec 2023
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Captrust Financial Advisors 141k $14M 1% Dec 2023
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National Bank Of Canada /fi/ 141k $14M 1% Dec 2023
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Qrg Capital Management 140k $14M 100% Dec 2023
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Richard C. Young & Co 137k $14M -2% Dec 2023
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Edgemoor Investment Advisors 135k $14M -1% Dec 2023
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Foresight Global Investors 132k $13M 35% Dec 2023
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Wilkins Investment Counsel 130k $13M -1% Dec 2023
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Two Sigma Investments 130k $13M 100% Dec 2023
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First Republic Investment Management 128k $13M -9% Sep 2023
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Boothbay Fund Management 128k $13M 2% Sep 2023
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Reynders McVeigh Capital Management 125k $13M -1% Dec 2023
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Kurt F. Somerville 124k $13M -4% Sep 2023
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ProVise Management Group 124k $13M 3% Dec 2023
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Watch Point Trust 121k $12M 527% Dec 2023
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Federated Investors 120k $12M -3% Dec 2023
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Qube Research & Technologies 118k $12M -43% Sep 2023
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CIBC World Markets 116k $11M -11% Sep 2023
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Ethic 113k $12M 14% Sep 2023
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T. Rowe Price Associates 112k $11M -1% Dec 2023
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Ingalls & Snyder 111k $11M 2% Dec 2023
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Mercer Global Advisors 111k $11M 3% Dec 2023
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Foster Victor Wealth Advisors 111k $12M 3% Dec 2023
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Euro Pacific Asset Management 109k $11M 0% Dec 2023
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Tocqueville Asset Management 108k $11M -6% Dec 2023
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Wealth Enhancement Advisory Services 106k $11M 16% Dec 2023
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Bahl & Gaynor 104k $11M 0% Dec 2023
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Rockefeller Capital Management 102k $10M -20% Dec 2023
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U.S. Capital Wealth Advisors 99k $10M 2% Dec 2023
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Pathstone Holdings 98k $9.9M 100% Dec 2023
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Fort Washington Investment Advisors 96k $9.7M 0% Dec 2023
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New York State Common Retirement Fund 96k $9.7M 15% Dec 2023
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Tweedy, Browne Company 95k $9.7M -1% Sep 2023
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Manufacturers Life Insurance Company 94k $9.6M 0% Sep 2023
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American Assets Investment Management 94k $9.5M 0% Sep 2023
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Clifford Swan Investment Counsel 92k $9.3M -5% Dec 2023
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Tower Bridge Advisors 91k $9.2M -1% Dec 2023
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Gabelli Funds 90k $9.1M 0% Sep 2023
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Mml Investors Services 89k $9.1M 3% Sep 2023
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United Capital Financial Advisers 87k $8.7M -21% Dec 2023
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CWM 86k $8.7M -1% Dec 2023
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Barnes Bonner Castles 82k $8.2M -21% Dec 2023
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Holocene Advisors 79k $8.0M -68% Dec 2023
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Connor, Clark & Lunn Investment Management 77k $7.8M -75% Dec 2023
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D. E. Shaw & Co 55k $5.5M -60% Dec 2023
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Point72 Asset Management 19k $1.9M -91% Dec 2023
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Who sold out of Novartis?

Fund or Company Name Date Sold Shares Held Valued At
Sanders Capital Sep 2023 1.1M $104M
Segall Bryant & Hamill Sep 2023 143k $15M
Brian McDonald Jun 2023 99k $0