Who owns Novartis AG?
- Ticker: NVS
- CUSIP Number: 66987V109
Tip: Access positions for across all investors
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 |
|---|---|---|---|---|---|
| Fisher Investments | 14M | $2.1B | 86% | Mar 2026 |
|
| Dodge & Cox | 9.0M | $1.2B | -15% | Dec 2025 |
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| Morgan Stanley | 8.5M | $1.3B | -4% | Mar 2026 |
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| Dimensional Fund Advisors | 8.1M | $1.2B | -5% | Mar 2026 |
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| PRIMECAP Management Company | 7.6M | $1.2B | 0% | Mar 2026 |
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| Goldman Sachs Group | 6.5M | $997M | 138% | Mar 2026 |
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| Loomis, Sayles and | 5.5M | $763M | -2% | Dec 2025 |
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| Bank of America Corporation | 5.0M | $758M | 100% | Mar 2026 |
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| Franklin Resources | 3.4M | $521M | -24% | Mar 2026 |
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| BlackRock | 2.9M | $451M | 5% | Mar 2026 |
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| GQG Partners | 2.4M | $374M | -23% | Mar 2026 |
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| Susquehanna International | 2.4M | $326M | 31% | Dec 2025 |
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| Northern Trust | 2.4M | $324M | -1% | Dec 2025 |
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| Envestnet Asset Management | 2.3M | $353M | 30% | Mar 2026 |
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| Henderson Group | 2.3M | $348M | 10% | Mar 2026 |
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| Natixis Asset Management Advisors | 2.2M | $342M | 167% | Mar 2026 |
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| Cullen Capital Management | 2.1M | $287M | 1% | Dec 2025 |
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| Wells Fargo & Company | 1.9M | $290M | 3% | Mar 2026 |
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| Raymond James Financial | 1.8M | $255M | 12% | Dec 2025 |
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| UBS Group | 1.8M | $274M | 32% | Mar 2026 |
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| FMR | 1.7M | $229M | 4% | Dec 2025 |
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| Principal Financial Group | 1.5M | $234M | -15% | Mar 2026 |
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| WCM Investment Management | 1.5M | $220M | 100% | Mar 2026 |
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| State Street Corporation | 1.5M | $202M | -3% | Dec 2025 |
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| LMR Partners | 1.4M | $214M | 47% | Mar 2026 |
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| Renaissance Technologies | 1.3M | $185M | -28% | Dec 2025 |
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| Chevy Chase Trust Holdings | 1.0M | $160M | -1% | Mar 2026 |
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| Van Eck Associates Corp. | 961k | $132M | 116% | Dec 2025 |
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| Branch Banking & Trust Company | 942k | $144M | 6% | Mar 2026 |
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| Earnest Partners | 885k | $135M | -4% | Mar 2026 |
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| Lord, Abbett & Co | 830k | $127M | 127% | Mar 2026 |
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| Citadel Advisors | 825k | $126M | 30% | Mar 2026 |
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| Arrowstreet Capital, Limited Partnership | 788k | $109M | 100% | Dec 2025 |
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| Marshall Wace | 693k | $96M | -41% | Dec 2025 |
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| Citigroup | 649k | $99M | 100% | Mar 2026 |
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| LPL Financial | 620k | $95M | 2% | Mar 2026 |
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| Sei Investments | 619k | $95M | 10% | Mar 2026 |
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| Royal Bank of Canada | 619k | $95M | 12% | Mar 2026 |
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| American Century Companies | 618k | $85M | 10% | Dec 2025 |
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| Harding Loevner | 603k | $83M | -4% | Dec 2025 |
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| Scharf Investments | 589k | $90M | -39% | Mar 2026 |
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| John W. Bristol & Co | 570k | $79M | -2% | Dec 2025 |
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| Jane Street | 568k | $87M | 190% | Mar 2026 |
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| NewEdge Wealth | 547k | $84M | 8% | Mar 2026 |
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| CIBC Bancorp USA | 538k | $82M | 100% | Mar 2026 |
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| Ameriprise Financial | 533k | $81M | -7% | Mar 2026 |
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| Creative Planning | 529k | $81M | 20% | Mar 2026 |
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| Atlantic Trust | 517k | $71M | 4% | Dec 2025 |
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| Connor, Clark & Lunn Investment Management | 505k | $77M | -22% | Mar 2026 |
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| Harvest Portfolios Group | 492k | $68M | 1% | Dec 2025 |
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| Clark Capital Management Group | 446k | $61M | -36% | Dec 2025 |
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| CI Private Wealth | 441k | $67M | -8% | Mar 2026 |
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| Todd-Veredus Asset Management | 432k | $66M | -1% | Mar 2026 |
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| Assetmark | 404k | $62M | -1% | Mar 2026 |
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| TCTC Holdings | 394k | $60M | 0% | Mar 2026 |
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| First Trust Advisors | 367k | $56M | -1% | Mar 2026 |
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| Quantinno Capital Management | 341k | $52M | 13% | Mar 2026 |
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| Point72 Asset Management | 336k | $51M | 730% | Mar 2026 |
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| HPM Partners | 330k | $50M | 12% | Mar 2026 |
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| Bank of New York Mellon | 328k | $50M | 3% | Mar 2026 |
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| O'shaughnessy Asset Management | 320k | $49M | 7% | Mar 2026 |
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| Stifel Financial | 318k | $49M | 17% | Mar 2026 |
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| Walleye Trading Advisors | 315k | $48M | -13% | Mar 2026 |
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| Janney Montgomery Scott | 312k | $48M | -3% | Mar 2026 |
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| Saturna Capital | 311k | $48M | -1% | Mar 2026 |
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| Charles Schwab Investment Management | 291k | $40M | 11% | Dec 2025 |
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| Cookson, Peirce & Co | 284k | $43M | 5% | Mar 2026 |
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| Grantham, Mayo, Van Otterloo & Co | 276k | $42M | -8% | Mar 2026 |
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| Teachers Retirement System Of The State Of Kentucky | 268k | $41M | -3% | Mar 2026 |
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| Us Bancorp | 267k | $37M | 5% | Dec 2025 |
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| Woodley Farra Manion Portfolio Management | 266k | $41M | -56% | Mar 2026 |
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| HighTower Advisors | 265k | $40M | 5% | Mar 2026 |
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| Bank Of Montreal | 259k | $40M | 100% | Mar 2026 |
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| Old Mission Capital | 255k | $35M | 100% | Dec 2025 |
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| Integral Health Asset Management | 250k | $35M | 25% | Dec 2025 |
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| Midwest Trust | 242k | $37M | -3% | Mar 2026 |
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| Mariner Wealth Advisors | 242k | $37M | 2% | Mar 2026 |
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| AQR Capital Management | 234k | $36M | 25% | Mar 2026 |
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| First Financial Bankshares | 231k | $35M | 3% | Mar 2026 |
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| Mml Investors Services | 230k | $35M | -5% | Mar 2026 |
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| Pnc Financial Services | 220k | $34M | 5% | Mar 2026 |
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| Oppenheimer Asset Management | 217k | $33M | -1% | Mar 2026 |
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| D.A. Davidson & Co. | 213k | $33M | -3% | Mar 2026 |
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| Colony | 209k | $29M | 273% | Dec 2025 |
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| Promethos Capital | 203k | $31M | -10% | Mar 2026 |
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| Cetera Investment Advisers | 203k | $31M | 13% | Mar 2026 |
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| Jones Financial Companies, L.L | 196k | $27M | 6% | Dec 2025 |
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| Toroso Investments | 193k | $29M | -15% | Mar 2026 |
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| Brandes Investment Partners | 190k | $29M | -28% | Mar 2026 |
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| Brown Advisory Holdings Incorporated | 189k | $29M | 0% | Mar 2026 |
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| Godsey and Gibb | 186k | $28M | -3% | Mar 2026 |
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| Tudor Investment Corporation | 184k | $28M | 518% | Mar 2026 |
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| Ferguson Wellman Capital Management | 182k | $28M | 100% | Mar 2026 |
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| New York State Common Retirement Fund | 177k | $27M | -4% | Mar 2026 |
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| Capital Fund Management | 177k | $27M | -45% | Mar 2026 |
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| Millennium Management | 176k | $27M | 226% | Mar 2026 |
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| Foresight Global Investors | 172k | $26M | 0% | Mar 2026 |
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| M^T Bank Corporation | 172k | $26M | 12% | Mar 2026 |
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| Advisor Group Holdings | 167k | $23M | -28% | Dec 2025 |
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| Managed Asset Portfolios | 164k | $25M | -17% | Mar 2026 |
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| Parkwood | 163k | $25M | 11% | Mar 2026 |
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| Martin Investment Management | 162k | $25M | -23% | Mar 2026 |
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| Captrust Financial Advisors | 161k | $22M | 5% | Dec 2025 |
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| Mercer Global Advisors | 161k | $25M | 3% | Mar 2026 |
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| N/aform 13f Information Tablevoting Authority | 157k | $22M | 1% | Dec 2025 |
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| Grandfield & Dodd | 157k | $24M | 1% | Mar 2026 |
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| Commonwealth Equity Services | 157k | $24M | -7% | Mar 2026 |
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| Qrg Capital Management | 151k | $23M | 13% | Mar 2026 |
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| Douglas Lane & Associates | 145k | $22M | -4% | Mar 2026 |
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| ProVise Management Group | 141k | $22M | -2% | Mar 2026 |
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| Mirae Asset Global Investments | 140k | $21M | -59% | Mar 2026 |
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| Fiera Capital Corporation | 139k | $21M | 12% | Mar 2026 |
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| Pathstone Holdings | 137k | $21M | 15% | Mar 2026 |
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| Squarepoint Ops | 136k | $21M | 49% | Mar 2026 |
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| Ingalls & Snyder | 136k | $21M | 2% | Mar 2026 |
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| Coleford Investment Management | 136k | $21M | 1% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 133k | $18M | 14% | Dec 2025 |
|
| Ubs Global Asset Management Americas | 127k | $19M | 473% | Mar 2026 |
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| William Blair $ Company | 126k | $19M | 56% | Mar 2026 |
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| G. W. Henssler & Associates | 126k | $19M | -3% | Mar 2026 |
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| Capital Wealth Planning | 125k | $19M | -23% | Mar 2026 |
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| Bnp Paribas Arbitrage, Snc | 121k | $19M | 61% | Mar 2026 |
|
| Qube Research & Technologies | 121k | $17M | -37% | Dec 2025 |
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| JustInvest | 121k | $18M | -7% | Mar 2026 |
|
| Neuberger Berman Group | 120k | $17M | -1% | Dec 2025 |
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| Rockefeller Capital Management | 118k | $18M | 9% | Mar 2026 |
|
| Massachusetts Financial Services | 114k | $16M | 14% | Dec 2025 |
|
| Invesco | 113k | $17M | -35% | Mar 2026 |
|
| Russell Investments | 113k | $17M | 16% | Mar 2026 |
|
| Wilkins Investment Counsel | 113k | $17M | -3% | Mar 2026 |
|
| Burns Wealth Management | 109k | $17M | 14% | Mar 2026 |
|
| Edgemoor Investment Advisors | 109k | $17M | 0% | Mar 2026 |
|
| Boston Common Asset Management | 108k | $17M | -5% | Mar 2026 |
|
| Cresset Asset Management | 107k | $16M | 1% | Mar 2026 |
|
| Callan Family Office | 107k | $16M | 2% | Mar 2026 |
|
| Comprehensive Portfolio Management | 104k | $16M | 4% | Mar 2026 |
|
| Ethic | 104k | $16M | 10% | Mar 2026 |
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| Allspring Global Investments Holdings | 103k | $16M | -3% | Mar 2026 |
|
| Adage Capital Partners GP | 100k | $14M | -52% | Dec 2025 |
|
| Nomura Holdings | 99k | $15M | 100% | Mar 2026 |
|
| First Fiduciary Investment Counsel | 99k | $15M | -27% | Mar 2026 |
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| Ohio Pers | 98k | $13M | 905% | Dec 2025 |
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| Skopos Labs | 96k | $15M | 48% | Mar 2026 |
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| American Assets Investment Management | 94k | $14M | 0% | Mar 2026 |
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| Hanson McClain Advisors | 93k | $13M | -3% | Dec 2025 |
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| Optiver Holding B.V. | 93k | $14M | -39% | Mar 2026 |
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| United Capital Financial Advisers | 92k | $14M | 8% | Mar 2026 |
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| Tocqueville Asset Management | 92k | $14M | -20% | Mar 2026 |
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| Sanctuary Advisors | 90k | $14M | -1% | Mar 2026 |
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| Osterweis Capital Management | 88k | $12M | -1% | Dec 2025 |
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| CIBC World Markets | 84k | $13M | -84% | Mar 2026 |
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| CWM | 83k | $12M | -7% | Dec 2025 |
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| Vestmark Advisory Solutions | 80k | $12M | -16% | Mar 2026 |
|
| D. E. Shaw & Co | 70k | $11M | -27% | Mar 2026 |
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| Smithbridge Asset Management | 49k | $7.5M | -50% | Mar 2026 |
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| Walleye Trading | 38k | $5.8M | -84% | Mar 2026 |
|
| Hrt Financial | 25k | $3.8M | -84% | Mar 2026 |
|
| Wellington Management Company | 16k | $2.2M | -99% | Dec 2025 |
|
Who sold out of Novartis?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 538k | $69M |
| Wealth Enhancement Advisory Services | Dec 2025 | 186k | $27M |
| Abc Arbitrage Sa | Dec 2025 | 177k | $24M |
| Hudson Bay Capital Management | Dec 2025 | 114k | $16M |
| Aquatic Capital Management | Dec 2025 | 91k | $13M |