Novartis Ownership | Who Owns Novartis?

Novartis Ownership Summary

Novartis is owned by 6.74% institutional investors, and 93.26% retail investors. Dodge & cox is the largest institutional shareholder, holding 0.55% 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	6.74%	-	93.26%
Sector	Healthcare Stocks	488.17%	11.08%	-399.26%
Industry	Drug Manufacturers - General Stocks	50.22%	2.50%	47.29%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Dodge & cox	10.65M	0.55%	$1.29B
Primecap management co/ca/	10.40M	0.53%	$1.26B
Dimensional fund advisors lp	8.18M	0.41%	$796.37M
Fisher asset management	7.12M	0.37%	$861.76M
Morgan stanley	7.42M	0.36%	$789.58M
Loomis sayles & co l p	5.58M	0.29%	$675.43M
Bank of america corp /de/	4.85M	0.24%	$515.80M
Franklin resources	4.36M	0.22%	$423.84M
Wellington management group llp	3.65M	0.18%	$354.97M
Renaissance	2.67M	0.13%	$259.71M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Foresight global investors	164.92K	14.17%	$19.96M
Promethos capital	197.59K	8.07%	$23.91M
Martin investment management	219.26K	6.80%	$26.53M
Garland capital management	11.50K	4.42%	$1.39M
Scharf investments	1.26M	4.40%	$152.77M
First fiduciary investment counsel	136.82K	3.28%	$16.56M
Managed asset portfolios	197.04K	3.10%	$23.84M
Prentiss smith	48.35K	3.08%	$4.70M
Solutions 4 wealth	13.21K	2.67%	$1.60M
John g ullman & associates	137.41K	2.47%	$16.63M

Top Buyers

Holder	Shares	% Assets	Change
D. e. shaw	612.38K	0.04%	563.96K
Optiver b.v.	515.17K	0.03%	473.51K
Renaissance	2.67M	0.38%	368.17K
Fisher asset management	7.12M	0.34%	358.28K
Ubs group	1.70M	0.03%	327.69K

Top Sellers

Holder	Shares	% Assets	Change
Cibc world market	159.00K	0.04%	-1.70M
New vernon capital ii	16.91K	0.98%	-1.37M
Magnetar financial	-	-	-1.31M
Goldman sachs group	2.28M	0.04%	-1.20M
Dodge & cox	10.65M	0.72%	-1.17M

New Positions

Holder	Shares	% Assets	Change	Value
Harding loevner lp	313.53K	0.26%	313.53K	$37.95M
Victory capital management	96.24K	0.01%	96.24K	$9.37M
Lockheed martin investment management	73.70K	0.33%	73.70K	$8.92M
Wetherby asset management	49.96K	0.27%	49.96K	$6.05M
Financial gravity companies	44.20K	1.05%	44.20K	$5.35M

Sold Out

Holder	Change
Halbert hargrove global advisors	-3.00
Proffitt & goodson	-7.00
Creekmur asset management	-7.00
Tortoise investment management	-10.00
Northwest financial advisors	-13.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Jun 30, 2024	1,300	2.69%	137,078,298	-2.23%	6	14.25%	556	7.13%	469	0.64%

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

Who Owns Novartis?

Novartis shareholders are primarily institutional investors at 6.74%, followed by 0% insiders and 0% retail investors. The average institutional ownership in Novartis's industry, Drug Manufacturers - General Stocks, is 50.22%, which Novartis falls below.

Who owns the most shares of Novartis?

Novartis’s largest shareholders are Dodge & cox (10.65M shares, 0.55%), Primecap management co/ca/ (10.4M shares, 0.53%), and Dimensional fund advisors lp (8.18M shares, 0.41%). Together, they hold 1.49% of Novartis’s total shares outstanding.

Does Blackrock own Novartis?

BlackRock is not among the top 10 institutional shareholders of Novartis.

Who is Novartis’s biggest shareholder by percentage of total assets invested?

Foresight global investors is Novartis’s biggest shareholder by percentage of total assets invested, with 14.17% of its assets in 164.92K Novartis shares, valued at 19.96M$.

Who is the top mutual fund holder of Novartis shares?

GMO Intl Op Value Composite is the top mutual fund holder of Novartis shares, with 0.59% of its total shares outstanding invested in 11.56M Novartis shares.

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