Novartis Ownership | Who Owns Novartis?
Novartis Ownership Summary
Novartis is owned by 1.77% institutional investors, and 98.23% retail investors. Dodge & cox is the largest institutional shareholder, holding 0.54% of NVS shares. GMO Intl Op Value Composite is the top mutual fund, with 0.59% of its assets in Novartis shares.
NVS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Novartis | 1.77% | - | 98.23% |
| Sector | Healthcare Stocks | 42.54% | 10.83% | 46.63% |
| Industry | Drug Manufacturers - General Stocks | 27.22% | 2.09% | 70.69% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Dodge & cox | 10.59M | 0.54% | $1.36B |
| Primecap management co/ca/ | 9.34M | 0.48% | $1.20B |
| Dimensional fund advisors lp | 8.84M | 0.45% | $1.13B |
| Morgan stanley | 7.73M | 0.40% | $991.15M |
| Fisher asset management | 7.24M | 0.37% | $928.38M |
| Loomis sayles & co l p | 5.66M | 0.29% | $726.47M |
| Bank of america corp /de/ | 4.85M | 0.24% | $515.80M |
| Franklin resources | 4.06M | 0.21% | $520.57M |
| Goldman sachs group | 2.95M | 0.15% | $378.26M |
| Blackrock funding, inc. /de | 2.53M | 0.13% | $324.47M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Foresight global investors | 171.68K | 13.07% | $22.02M |
| Promethos capital | 207.18K | 7.12% | $26.53M |
| Martin investment management | 217.74K | 7.10% | $27.92M |
| Garland capital management | 3.17K | 5.59% | $406.52K |
| Coleford investment management | 136.05K | 4.19% | $17.45M |
| Scharf investments | 1.21M | 3.90% | $155.29M |
| Woodley farra manion portfolio management | 606.78K | 3.67% | $77.81B |
| First fiduciary investment counsel | 136.47K | 3.41% | $17.50M |
| Managed asset portfolios | 198.70K | 3.15% | $25.48M |
| Eldred rock partners | 80.88K | 2.97% | $9.79M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Gqg partners | 2.26M | 0.45% | 2.20M |
| Raymond james financial | 1.65M | 0.07% | 720.86K |
| D. e. shaw | 612.38K | 0.04% | 563.96K |
| Bank of montreal /can/ | 1.05M | 0.05% | 480.20K |
| Goldman sachs group | 2.95M | 0.05% | 407.77K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Magnetar financial | - | - | -1.31M |
| Wellington management group llp | 1.40M | 0.03% | -1.10M |
| Primecap management co/ca/ | 9.34M | 0.92% | -1.06M |
| Arrowstreet capital, limited partnership | - | - | -916.89K |
| Capital research global investors | - | - | -907.14K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Financial gravity asset management | 45.48K | 1.15% | 45.48K | $5.83M |
| Financial gravity companies | 44.20K | 1.05% | 44.20K | $5.35M |
| Factory mutual insurance | 35.80K | 0.04% | 35.80K | $4.59M |
| Tudor investment corp et al | 35.00K | 0.01% | 35.00K | $4.49M |
| Caprock group | 34.50K | 0.11% | 34.50K | $4.37M |
Sold Out
| Holder | Change |
|---|---|
| Total investment management | -1.00 |
| Blume capital management | -1.00 |
| Arlington trust | -5.00 |
| Creekmur asset management | -7.00 |
| Tortoise investment management | -10.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 922 | -34.10% | 34,490,732 | -74.17% | 1 | 3.77% | 362 | -41.04% | 322 | -32.35% |
| Jun 30, 2025 | 1,378 | 0.44% | 131,245,359 | -5.62% | 6 | 13.49% | 608 | 9.95% | 467 | -6.41% |
| Mar 31, 2025 | 1,357 | 0.37% | 138,824,161 | 6.50% | 7 | 16.39% | 544 | -4.39% | 498 | 6.64% |
| Dec 31, 2024 | 1,202 | -9.42% | 124,525,127 | -5.58% | 6 | 14.40% | 505 | -1.37% | 422 | -11.34% |
| Sep 30, 2024 | 1,311 | -1.21% | 131,800,179 | -4.30% | 6 | 14.27% | 503 | -10.82% | 471 | -2.48% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| GMO Intl Op Value Composite | 11.56M | 0.59% | 11.56M |
| Dodge & Cox Stock I | 8.14M | 0.42% | -947.20K |
| Vanguard PRIMECAP Inv | 7.37M | 0.38% | -26.22K |
| DFA International Core Equity 2 I | 2.45M | 0.13% | - |
| DFA International Core Equity I | 2.45M | 0.12% | - |
| Franklin Mutual Global Discovery Z | 1.68M | 0.09% | 2.06K |
| Loomis Sayles Growth Y | 1.52M | 0.08% | - |
| Vanguard Capital Opportunity Inv | 1.43M | 0.07% | 53.52K |
| Russell Investments Core Equity SMA | 1.42M | 0.07% | - |
| Principal Equity Income A | 1.41M | 0.07% | -61.62K |
NVS Ownership FAQ
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