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Security record · archived quarter

NVS

Novartis AG · Healthcare · Drug Manufacturers - General

159.98 +1.2% mkt cap $304.08B quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
13Tracked holders
Δ holders
33.92MShares held
$3.61BReported value
+0New positions
−0Exits
How these are computed → Explain this at the Research Desk →

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2024

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 125 +1 102.39M $16.04B +8 −7
Q1 2026 126 +1 113.27M $17.29B +8 −7
Q4 2025 124 +1 102.45M $14.13B +1
Q3 2025 20 -1 49.48M $6.35B −1
Q2 2025 18 0 41.97M $5.08B +2 −2
Q1 2025 16 +1 41.02M $4.58B +1
Q4 2024 15 +1 35.01M $3.41B +1
Q3 2024 13 0 33.66M $3.89B
Q2 2024 13 33.92M $3.61B
Holder count
Who holds it · Q2 2024
#ManagerSharesΔ sharesValueTheir weightHeld
1 Dodge & Cox 12.24M $1.30B 0.8% n/c 1 SEC ↗
2 PRIMECAP Management 12.18M $1.30B 0.9% n/c 1 SEC ↗
3 Wellington Management 4.38M $466.79M 0.1% n/c 1 SEC ↗
4 Wellington Management 4.38M $466.79M 0.1% n/c 1 SEC ↗
5 Wellington Management 4.38M $466.79M 0.1% n/c 1 SEC ↗
6 Wellington Management 4.38M $466.79M 0.1% n/c 1 SEC ↗
7 Wellington Management 4.38M $466.79M 0.1% n/c 1 SEC ↗
8 Wellington Management 4.38M $466.79M 0.1% n/c 1 SEC ↗
9 Wellington Management 4.38M $466.79M 0.1% n/c 1 SEC ↗
10 Wellington Management 4.38M $466.79M 0.1% n/c 1 SEC ↗
11 Renaissance Technologies 2.50M $266.13M 0.5% n/c 1 SEC ↗
12 Fisher Asset Management 1.47M $156.94M 0.1% n/c 1 SEC ↗
13 Arrowstreet Capital 630.71K $67.14M 0.1% n/c 1 SEC ↗
14 Citadel Advisors 246.56K $26.25M 0.0% n/c 1 SEC ↗
15 Two Sigma Investments 156.41K $16.65M 0.0% n/c 1 SEC ↗
16 Tweedy, Browne 87.61K $9.33M 0.4% n/c 1 SEC ↗
17 AQR Capital Management 9.70K $1.03M 0.0% n/c 1 SEC ↗
18 AQR Capital Management 9.70K $1.03M 0.0% n/c 1 SEC ↗
19 Millennium Management 8.86K $943,555 0.0% n/c 1 SEC ↗
20 T. Rowe Price 7.09K $755,000 0.0% n/c 1 SEC ↗
21 T. Rowe Price 7.09K $755,000 0.0% n/c 1 SEC ↗
22 D. E. Shaw & Co. 2.84K $301,921 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

No new tracked buyers this quarter.

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 2 holders, 1.31M shares, $431.09M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2024 · Methodology · Get this via the API