Novartis Ownership | Who Owns Novartis?
Novartis Ownership Summary
Novartis is owned by 3.11% institutional investors, and 96.89% retail investors. Fisher asset management is the largest institutional shareholder, holding 0.73% 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 | 232.86% | 10.65% | -143.51% |
| Industry | Drug Manufacturers - General Stocks | 26.93% | 1.98% | 71.09% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Fisher asset management | 13.89M | 0.73% | $2.12B |
| Dodge & cox | 10.59M | 0.54% | $1.36B |
| Morgan stanley | 8.88M | 0.46% | $1.22B |
| Dimensional fund advisors lp | 8.11M | 0.42% | $1.24B |
| Primecap management co/ca/ | 7.57M | 0.40% | $1.16B |
| Loomis sayles & co l p | 5.53M | 0.29% | $763.00M |
| Bank of america corp /de/ | 4.85M | 0.24% | $515.80M |
| Franklin resources | 3.41M | 0.18% | $520.87M |
| Blackrock funding, inc. /de | 2.95M | 0.15% | $450.58M |
| Goldman sachs group | 2.74M | 0.14% | $378.34M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Foresight global investors | 172.05K | 17.06% | $26.28M |
| Promethos capital | 203.09K | 8.34% | $31.02M |
| Martin investment management | 162.20K | 7.42% | $24.78M |
| Garland capital management | 3.17K | 5.59% | $406.52K |
| Coleford investment management | 135.62K | 5.08% | $20.72M |
| South shore capital advisors | 29.80K | 3.29% | $4.49M |
| Eldred rock partners | 80.77K | 3.14% | $12.34M |
| First fiduciary investment counsel | 98.84K | 3.04% | $15.10M |
| Managed asset portfolios | 164.29K | 3.01% | $25.09M |
| Cullen capital management | 2.07M | 2.90% | $265.51M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fisher asset management | 13.89M | 0.72% | 6.42M |
| Wcm investment management | 1.46M | 0.50% | 1.46M |
| Natixis advisors | 2.24M | 0.48% | 1.40M |
| Jpmorgan chase | 1.80M | 0.02% | 1.21M |
| Morgan stanley | 8.88M | 0.07% | 1.15M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Magnetar financial | - | - | -1.31M |
| Wellington management group llp | 1.40M | 0.03% | -1.10M |
| Franklin resources | 3.41M | 0.13% | -1.07M |
| Capital research global investors | - | - | -907.14K |
| Point72 asset management | - | - | -746.71K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Wcm investment management | 1.46M | 0.50% | 1.46M | $220.00M |
| Arrowstreet capital, limited partnership | 787.98K | 0.06% | 787.98K | $108.64M |
| Ferguson wellman capital management | 182.36K | 0.38% | 182.36K | $27.85M |
| Y-intercept (hong kong) | 46.44K | 0.13% | 46.44K | $7.09M |
| Financial gravity companies | 44.20K | 1.05% | 44.20K | $5.35M |
Sold Out
| Holder | Change |
|---|---|
| Blume capital management | -1.00 |
| Total investment management | -1.00 |
| 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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
| Vanguard PRIMECAP Inv | 5.20M | 0.27% | -6.80K |
| Dodge & Cox Stock I | 5.09M | 0.27% | -1.71M |
| 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% | - |
| Loomis Sayles Growth Y | 1.50M | 0.08% | - |
| Franklin Mutual Global Discovery Z | 1.26M | 0.07% | -419.27K |
| 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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