Novartis Ownership | Who Owns Novartis?
Novartis Ownership Summary
Novartis is owned by 3.11% institutional investors, and 96.89% 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 | 3.11% | - | 96.89% |
| Sector | Healthcare Stocks | 232.01% | 10.74% | -142.75% |
| Industry | Drug Manufacturers - General Stocks | 26.93% | 1.98% | 71.09% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Dodge & cox | 10.59M | 0.54% | $1.36B |
| Morgan stanley | 8.88M | 0.46% | $1.22B |
| Dimensional fund advisors lp | 8.52M | 0.44% | $1.18B |
| Primecap management co/ca/ | 7.58M | 0.40% | $1.04B |
| Fisher asset management | 7.47M | 0.39% | $1.03B |
| Loomis sayles & co l p | 5.53M | 0.29% | $763.00M |
| Bank of america corp /de/ | 4.85M | 0.24% | $515.80M |
| Franklin resources | 4.48M | 0.23% | $617.56M |
| Blackrock funding, inc. /de | 2.81M | 0.15% | $387.15M |
| Goldman sachs group | 2.74M | 0.14% | $378.34M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Foresight global investors | 171.68K | 13.07% | $22.02M |
| Martin investment management | 211.50K | 8.16% | $29.16M |
| Promethos capital | 207.18K | 7.12% | $26.53M |
| Garland capital management | 3.17K | 5.59% | $406.52K |
| Coleford investment management | 133.68K | 4.48% | $18.43M |
| Woodley farra manion portfolio management | 601.91K | 3.95% | $82.99M |
| First fiduciary investment counsel | 135.45K | 3.62% | $18.67M |
| Scharf investments | 962.90K | 3.57% | $132.76M |
| Managed asset portfolios | 198.64K | 3.31% | $27.39M |
| Eldred rock partners | 81.55K | 2.92% | $11.24M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Gqg partners | 2.26M | 0.45% | 2.20M |
| Morgan stanley | 8.88M | 0.07% | 1.15M |
| Arrowstreet capital, limited partnership | 787.98K | 0.06% | 787.98K |
| Raymond james financial | 1.65M | 0.07% | 720.86K |
| Connor, clark & lunn investment management | 651.14K | 0.24% | 609.02K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Primecap management co/ca/ | 7.58M | 0.79% | -1.76M |
| Magnetar financial | - | - | -1.31M |
| Wellington management group llp | 1.40M | 0.03% | -1.10M |
| Capital research global investors | - | - | -907.14K |
| Point72 asset management | - | - | -746.71K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Arrowstreet capital, limited partnership | 787.98K | 0.06% | 787.98K | $108.64M |
| Lord, abbett | 366.16K | 0.15% | 366.16K | $50.48M |
| Financial gravity asset management | 45.48K | 1.15% | 45.48K | $5.83M |
| Financial gravity companies | 44.20K | 1.05% | 44.20K | $5.35M |
| Tudor investment corp et al | 35.00K | 0.01% | 35.00K | $4.49M |
Sold Out
| Holder | Change |
|---|---|
| Blume capital management | -1.00 |
| Total investment management | -1.00 |
| Creekmur asset management | -7.00 |
| Bear mountain capital | -7.00 |
| Tortoise investment management | -10.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 1,079 | -24.17% | 59,583,636 | -55.72% | 3 | 6.53% | 469 | -20.91% | 343 | -28.54% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| GMO Intl Op Value Composite | 11.56M | 0.59% | 11.56M |
| Dodge & Cox Stock I | 6.80M | 0.36% | -1.35M |
| Vanguard PRIMECAP Inv | 5.21M | 0.27% | -1.37M |
| DFA International Core Equity I | 2.45M | 0.12% | - |
| DFA International Core Equity 2 I | 2.16M | 0.11% | - |
| Russell Investments Core Equity SMA | 1.72M | 0.09% | - |
| Franklin Mutual Global Discovery Z | 1.68M | 0.09% | - |
| Loomis Sayles Growth Y | 1.51M | 0.08% | -23.78K |
| Hartford Dividend and Growth Y | 1.26M | 0.07% | -316.33K |
| Vanguard Capital Opportunity Inv | 1.21M | 0.06% | -223.62K |
NVS Ownership FAQ
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