NVS

Novartis AG-Sponsored ADR
Health CareUSCUSIP 66987V109◍ Confluence graph
Tracked 13F Holders
1435
-227 QoQ
13F Value (tracked)
$20.1B
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)23 adding · 26 trimming
Insider net (180d)$0

Who owns NVS?

1435 tracked 13F filers

1435 tracked 13F filers disclose a position in NVS as of the latest SEC 13F filings, a combined $20.1B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

3 source-reported value rows are withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1Fisher Asset Management, LLC
$2.1B
13.9M
+86%
Added · +6.4M sh
Q1 2026
2MORGAN STANLEY
$1.3B
8.5M
−3.9%
Reduced · −350K sh
Q1 2026
3DIMENSIONAL FUND ADVISORS LP
$1.2B
8.1M
−4.8%
Reduced · −414K sh
Q1 2026
4PRIMECAP MANAGEMENT CO/CA/
$1.2B
7.6M
−0.1%
Reduced · −12K sh
Q1 2026
5DODGE & COX
$1.1B
7.0M
−23%
Reduced · −2.0M sh
Q1 2026
6GOLDMAN SACHS GROUP INC
$996.8M
6.5M
+138%
Added · +3.8M sh
Q1 2026
7LOOMIS SAYLES & CO L P
$828.8M
5.4M
−1.9%
Reduced · −108K sh
Q1 2026
8BANK OF AMERICA CORP /DE/
$758.1M
5.0M
+9.1%
Added · +414K sh
Q1 2026
9FRANKLIN RESOURCES INC
$520.9M
3.4M
−24%
Reduced · −1.1M sh
Q1 2026
10BlackRock, Inc.
$450.6M
2.9M
+5.0%
Added · +142K sh
Q1 2026
11NORTHERN TRUST CORP
$425.6M
2.8M
+19%
Added · +435K sh
Q1 2026
12ENVESTNET ASSET MANAGEMENT INC
$353.1M
2.3M
+30%
Added · +529K sh
Q1 2026
13JANUS HENDERSON GROUP PLC
$347.6M
2.3M
+1.9%
Added · +42K sh
Q1 2026
14Cullen Capital Management, LLC
$311.3M
2.0M
−2.0%
Reduced · −43K sh
Q1 2026
15RAYMOND JAMES FINANCIAL INC
$295.1M
1.9M
+4.7%
Added · +86K sh
Q1 2026
16WELLS FARGO & COMPANY/MN
$289.6M
1.9M
+2.9%
Added · +54K sh
Q1 2026
17JONES FINANCIAL COMPANIES LLLP
$270.1M
1.8M
+828%
Added · +1.6M sh
Q1 2026
18JPMORGAN CHASE & CO
$271.4M
1.8M
+205%
Added · +1.2M sh
Q1 2026
19UBS Group AG
$273.9M
1.8M
+32%
Added · +432K sh
Q1 2026
20FMR LLC
$258.6M
1.7M
+1.8%
Added · +31K sh
Q1 2026
21PRINCIPAL FINANCIAL GROUP INC
$234.1M
1.5M
−15%
Reduced · −276K sh
Q1 2026
22RENAISSANCE TECHNOLOGIES LLC
$169.8M
1.1M
−17%
Reduced · −231K sh
Q1 2026
23Chevy Chase Trust Holdings, LLC
$160.4M
1.0M
−1.1%
Reduced · −12K sh
Q1 2026
24TRUIST FINANCIAL CORP
$143.9M
942K
+6.1%
Added · +55K sh
Q1 2026
25VAN ECK ASSOCIATES CORP
Withheld
892K
−7.2%
Reduced · −69K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is NVS being bought or sold by institutions?

Last quarter, 1 fund opened a new position in NVS and 22 added to an existing one, while 26 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
1
funds
Added
22
funds
Reduced
26
funds
Exited
0
funds

Funds that own NVS also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT929 funds$268.9B
APPLE INCAAPL919 funds$285.3B
ALPHABET INC-CL AGOOGL915 funds$176.7B
AMAZON.COM INCAMZN910 funds$196.8B
NVIDIA CORPNVDA900 funds$354.5B
JPMORGAN CHASE & COJPM890 funds$74.4B
ALPHABET INC-CL CGOOG889 funds$120.1B
JOHNSON & JOHNSONJNJ883 funds$53.1B
META PLATFORMS INC-CLASS AMETA868 funds$107.6B
VISA INC-CLASS A SHARESV867 funds$70.4B
BERKSHIRE HATHAWAY INC-CL BBRK/B866 funds$39.3B
ELI LILLY & COLLY860 funds$82.9B

Ranked by how many of NVS's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Institutional ownership over time

1137 funds+281 since Q3 2024
06821364Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $2.9B · 2 values withheld

Recent filings

0 shown

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

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Ask your agent what changed in NVS

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/NVS/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for NVS.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

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.