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Novartis shares owned by Morningstar Investment Management

Quarter-by-quarter ownership of Novartis (NVS) shares owned by Morningstar Investment Management from 13F filings

Historical chart of Morningstar Investment Management investment in Novartis

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All positions including Novartis held by Morningstar Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novartis by Morningstar Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 14k 128.23

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Top funds holding Novartis

Dodge & Cox
PRIMECAP Management Company
Dimensional Fund Advisors
Fisher Investments
Loomis, Sayles and
Franklin Resources
Goldman Sachs Group
BlackRock
Northern Trust
GQG Partners
Cullen Capital Management
Henderson Group
Renaissance Technologies
Wells Fargo & Company
Envestnet Asset Management

View all funds holding Novartis