Novartis AG ADR NVS
$159.90
+3.7% 52w: $110.15 – $163.64
Latest 13F among current holders filed 10 days ago (Jun 25, 2026)
Price — last 12 months
research preview data110.15136.89163.64
Jun 20, 2025 Jul 2, 2026
Institutional holders
1.6K
+82 QoQ
13F value
$22.09B
+19.4% QoQ
Smart-money holders
140
signal tier ≥ 2
New smart buyers
15
Q1 2026
Options barometer
0.6×
$320.1M calls / $539.8M puts
Institutional value by quarter
Number of holders
Who owns NVS?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Fisher Asset Management, LLC | Long only active | 13.9M | $2.12B | 0.7% | +86.0% |
| MORGAN STANLEY | Bank broker | 8.5M | $1.30B | 0.1% | -3.9% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 8.1M | $1.24B | 0.3% | -4.9% |
| PRIMECAP MANAGEMENT CO/CA/ ★2 | Long only active | 7.6M | $1.16B | 0.9% | -0.2% |
| Dodge & Cox ★2 | Long only active | 7.0M | $1.06B | 0.6% | -22.7% |
| GOLDMAN SACHS GROUP INC | Bank broker | 6.5M | $996.8M | 0.1% | +137.7% |
| LOOMIS SAYLES & CO L P | Other | 5.4M | $828.8M | 1.1% | -2.0% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 5.0M | $758.1M | 0.1% | +9.1% |
| FRANKLIN RESOURCES INC | Long only active | 3.4M | $520.9M | 0.1% | -23.9% |
| BlackRock, Inc. | Index provider | 2.9M | $450.6M | 0.0% | +5.0% |
| NORTHERN TRUST CORP | Index provider | 2.8M | $425.6M | 0.1% | +18.5% |
| GQG Partners LLC ★2 | Fundamental diversified | 2.4M | $373.8M | 0.6% | -22.5% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 2.3M | $353.1M | 0.1% | +29.7% |
| JANUS HENDERSON GROUP PLC | Diversified mechanical | 2.3M | $347.6M | 0.2% | +1.9% |
| NATIXIS ADVISORS, LLC | Diversified mechanical | 2.2M | $341.6M | 0.5% | +166.7% |
| Cullen Capital Management, LLC | Other | 2.0M | $311.3M | 3.2% | -2.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.9M | $295.1M | 0.1% | +4.7% |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.9M | $289.6M | 0.1% | +2.9% |
| UBS Group AG | Bank broker | 1.8M | $273.9M | 0.0% | +31.7% |
| JPMORGAN CHASE & CO | Bank broker | 1.8M | $271.4M | 0.0% | +204.5% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 1.8M | $270.1M | 0.1% | +828.2% |
| FMR LLC | Long only active | 1.7M | $258.6M | 0.0% | +1.8% |
| PRINCIPAL FINANCIAL GROUP INC | Diversified mechanical | 1.5M | $234.1M | 0.1% | -15.3% |
| WCM INVESTMENT MANAGEMENT, LLC | Other | 1.5M | $220.0M | 0.5% | New |
| STATE STREET CORP | Index provider | 1.4M | $216.2M | 0.0% | -4.4% |
| RENAISSANCE TECHNOLOGIES LLC | Quant stat arb | 1.1M | $169.8M | 0.3% | -17.2% |
| Chevy Chase Trust Holdings, LLC | Other | 1.0M | $160.4M | 0.5% | -1.1% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 941.8K | $143.9M | 0.2% | +6.1% |
| VAN ECK ASSOCIATES CORP | Diversified mechanical | 891.8K | $136.2M | 0.1% | -7.2% |
| EARNEST PARTNERS LLC | Other | 885.3K | $135.2M | 0.6% | -3.9% |
| LORD, ABBETT & CO. LLC | Other | 830.3K | $126.8M | 0.4% | +126.8% |
| AMERICAN CENTURY COMPANIES INC | Diversified mechanical | 703.2K | $107.4M | 0.1% | +13.7% |
| LPL Financial LLC | Bank broker | 620.4K | $94.8M | 0.0% | +2.1% |
| SEI INVESTMENTS CO | Diversified mechanical | 619.3K | $94.6M | 0.1% | +9.6% |
| ROYAL BANK OF CANADA | Bank broker | 618.7K | $94.5M | 0.0% | +7.1% |
| Scharf Investments, LLC ★2 | Fundamental diversified | 589.2K | $90.0M | 2.8% | -38.8% |
| Harding Loevner LP ★2 | Fundamental diversified | 584.3K | $89.2M | 0.9% | -3.2% |
| BRISTOL JOHN W & CO INC /NY/ ★2 | Fundamental diversified | 561.8K | $85.8M | 1.4% | -1.4% |
| NewEdge Wealth, LLC | Other | 546.5K | $83.5M | 1.0% | +8.1% |
| CIBC Bancorp USA Inc. | Diversified mechanical | 537.8K | $82.2M | 0.1% | — |
| AMERIPRISE FINANCIAL INC | Bank broker | 532.6K | $81.4M | 0.0% | -6.5% |
| Creative Planning | Wealth advisor | 528.8K | $80.8M | 0.1% | +20.5% |
| Connor, Clark & Lunn Investment Management Ltd. | Diversified mechanical | 505.4K | $77.2M | 0.2% | -22.4% |
| Harvest Portfolios Group Inc. | Other | 454.7K | $69.5M | 1.1% | -7.6% |
| Pacer Advisors, Inc. | Diversified mechanical | 457.1K | $69.1M | 0.2% | +13.2% |
| Corient Private Wealth LLC | Diversified mechanical | 440.5K | $67.2M | 0.1% | -54.2% |
| TODD ASSET MANAGEMENT LLC | Other | 432.0K | $66.0M | 1.3% | -0.5% |
| ASSETMARK, INC | Wealth advisor | 403.8K | $61.7M | 0.1% | -0.6% |
| TCTC Holdings, LLC | Other | 393.9K | $60.2M | 1.7% | -0.1% |
| FIRST TRUST ADVISORS LP | Index provider | 366.6K | $56.0M | 0.0% | -1.4% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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