NVS

NOVARTIS AG-SPONSORED ADR
USCUSIP 66987V109
Institutional Owners
395
+46 QoQ
13F Value Held
$2.7B
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)53 adding · 44 trimming
Insider net (180d)+$0
Price history not yet available for NVS.

Top institutional holders

395 13F filers
#FundPosition valueSharesLast moveAs of
1STATE STREET CORP
$216.2M
1.39MReducedQ1 2026
2LMR Partners LLP
$199.2M
1.30MAddedQ1 2026
3Chevy Chase Trust Holdings, LLC
$160.4M
1.05MReducedQ1 2026
4EARNEST PARTNERS LLC
$135.2M
885.3KNewQ1 2026
5SCHARF INVESTMENTS, LLC
$90.0M
589.2KReducedQ1 2026
6HARDING LOEVNER LP
$89.2M
584.3KReducedQ1 2026
7NewEdge Wealth, LLC
$83.5M
546.5KAddedQ1 2026
8Connor, Clark & Lunn Investment Management Ltd.
$77.2M
505.4KReducedQ1 2026
9ASSETMARK, INC
$61.7M
403.8KReducedQ1 2026
10TODD ASSET MANAGEMENT LLC
$54.0M
353.6KReducedQ1 2026
11O'SHAUGHNESSY ASSET MANAGEMENT, LLC
$48.9M
320.0KAddedQ1 2026
12SATURNA CAPITAL CORP
$47.5M
311.0KReducedQ1 2026
13Grantham, Mayo, Van Otterloo & Co. LLC
$42.1M
275.6KReducedQ1 2026
14WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC
$40.6M
266.1KReducedQ1 2026
15Clark Capital Management Group, Inc.
$38.5M
251.9KReducedQ1 2026
16Integral Health Asset Management, LLC
$38.2M
250.0KHeldQ1 2026
17Midwest Trust Co
$37.0M
242.2KReducedQ1 2026
18MML INVESTORS SERVICES, LLC
$35.1M
229.6KReducedQ1 2026
19D.A. DAVIDSON & CO.
$32.5M
212.8KReducedQ1 2026
20OPPENHEIMER ASSET MANAGEMENT INC.
$30.8M
201.4KAddedQ1 2026
21Tidal Investments LLC
$29.4M
193.2KReducedQ1 2026
22BRANDES INVESTMENT PARTNERS, LP
$29.0M
189.5KReducedQ1 2026
23GRANDFIELD & DODD, LLC
$24.0M
156.9KAddedQ1 2026
24QRG CAPITAL MANAGEMENT, INC.
$23.0M
150.8KAddedQ1 2026
25Douglas Lane & Associates, LLC
$22.2M
145.1KReducedQ1 2026

Fund activity — latest quarter

Opened (NEW)
9
funds
Added
44
funds
Reduced
44
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

383 funds+381 since Q2 2022
0192383Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $3.2B

Funds that own NVS also own

CompanyCo-held byCombined value
Microsoft CorporationMSFT385 funds$192.4B
Chevron CorporationCVX382 funds$44.4B
GOOGLE INCGOOGL381 funds$117.9B
Nvidia CorporationNVDA380 funds$261.4B
Amazon.com, Inc.AMZN380 funds$136.0B
Meta Platforms, Inc. (Cl A)META379 funds$80.8B
Jpmorgan Chase & Co - USJPM379 funds$66.7B
Lilly Eli & CoLLY379 funds$53.5B
Visa, Inc. (Cl A)V379 funds$44.5B
Apple Inc.AAPL378 funds$245.2B
Broadcom LtdAVGO378 funds$95.3B
Johnson & JohnsonJNJ377 funds$53.4B

Ranked by how many of NVS's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for NVS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.