Novartis Ownership | Who Owns Novartis?
Novartis Ownership Summary
Novartis is owned by 7.12% institutional investors, 0.01% insiders, and 92.87% retail investors. Fisher asset management is the largest institutional shareholder, holding 0.81% 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 | 7.12% | 0.01% | 92.87% |
| Sector | Healthcare Stocks | 244.59% | 12.11% | -156.70% |
| Industry | Drug Manufacturers - General Stocks | 51.69% | 4.27% | 44.05% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Fisher asset management | 15.52M | 0.81% | $2.43B |
| Morgan stanley | 8.73M | 0.46% | $1.37B |
| Dimensional fund advisors lp | 8.12M | 0.43% | $1.27B |
| Primecap management co/ca/ | 6.59M | 0.35% | $1.03B |
| Loomis sayles & co l p | 5.24M | 0.27% | $821.10M |
| Bank of america corp /de/ | 4.91M | 0.26% | $769.49M |
| Franklin resources | 3.25M | 0.17% | $509.54M |
| Blackrock funding, inc. /de | 3.05M | 0.16% | $477.68M |
| Goldman sachs group | 2.98M | 0.16% | $467.05M |
| Northern trust | 2.79M | 0.15% | $437.68M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Foresight global investors | 153.69K | 14.60% | $24.09M |
| Promethos capital | 233.30K | 9.94% | $36.56M |
| Martin investment management | 157.18K | 8.22% | $24.63M |
| Garland capital management | 3.17K | 5.59% | $406.52K |
| Salt | 66.84K | 5.55% | $10.48M |
| Coleford investment management | 133.97K | 4.58% | $21.00M |
| Cullen capital management | 2.03M | 3.13% | $318.62M |
| Managed asset portfolios | 165.52K | 2.96% | $25.94M |
| First fiduciary investment counsel | 99.22K | 2.94% | $15.55M |
| Eldred rock partners | 80.63K | 2.72% | $12.64M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fisher asset management | 15.52M | 0.72% | 1.64M |
| Holocene advisors, lp | 1.04M | 0.37% | 1.04M |
| Millennium management | 758.03K | 0.04% | 758.03K |
| Jpmorgan chase | 2.26M | 0.02% | 459.77K |
| Wcm investment management | 1.90M | 0.54% | 441.17K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Dodge & cox | 759.37K | 0.06% | -6.21M |
| Goldman sachs group | 2.98M | 0.04% | -3.55M |
| State street | 50.66K | 0.00% | -1.34M |
| Magnetar financial | - | - | -1.31M |
| Primecap management co/ca/ | 6.59M | 0.61% | -975.23K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Holocene advisors, lp | 1.04M | 0.37% | 1.04M | $162.57M |
| Sixth street partners management company | 384.39K | 0.01% | 384.39K | $60.24M |
| Farallon capital management | 363.00K | 0.26% | 363.00K | $56.89M |
| Agf management | 360.35K | 0.22% | 360.35K | $56.47M |
| Citadel advisors | 320.81K | 0.01% | 320.81K | $50.28M |
Sold Out
| Holder | Change |
|---|---|
| Total investment management | -1.00 |
| Financial freedom | -3.00 |
| Turning point benefit group | -4.00 |
| Bridge generations wealth management | -5.00 |
| Creekmur asset management | -7.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 1,648 | 0.86% | 135,915,473 | -5.85% | 7 | 12.45% | 664 | -9.66% | 571 | 3.63% |
| Mar 31, 2026 | 1,583 | 3.33% | 139,029,432 | 0.81% | 7 | 13.98% | 714 | 2.15% | 535 | 11.23% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| GMO Intl Op Value Composite | 11.56M | 0.59% | 11.56M |
| Dodge & Cox Stock I | 5.09M | 0.27% | -1.71M |
| Vanguard PRIMECAP Inv | 4.25M | 0.22% | -947.30K |
| DFA International Core Equity I | 2.45M | 0.12% | - |
| DFA International Core Equity 2 I | 2.06M | 0.11% | - |
| Russell Investments Core Equity SMA | 1.72M | 0.09% | - |
| Loomis Sayles Growth Y | 1.41M | 0.07% | -27.01K |
| Franklin Mutual Global Discovery Z | 1.26M | 0.07% | - |
| Hartford Dividend and Growth Y | 1.26M | 0.07% | -316.33K |
| Vanguard Capital Opportunity Inv | 1.21M | 0.06% | - |
NVS Ownership FAQ
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