NVS
Novartis AG · Healthcare · Drug Manufacturers - General
Momentum inputs (comparable managers):
holder breadth +6.7% ·
share flow +17.2% ·
net new positions +6.2%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 4 | -1 | 630.71K | $88.03M | n/a | −1 |
| Q2 2026 | 124 | 0 | 102.38M | $16.04B | +8 | −8 |
| Q1 2026 | 126 | +1 | 113.27M | $17.29B | +8 | −7 |
| Q4 2025 | 124 | +1 | 102.45M | $14.13B | +1 | n/a |
| Q3 2025 | 20 | -1 | 49.48M | $6.35B | n/a | −1 |
| Q2 2025 | 18 | 0 | 41.97M | $5.08B | +2 | −2 |
| Q1 2025 | 16 | +1 | 41.02M | $4.58B | +1 | n/a |
| Q4 2024 | 15 | +1 | 35.01M | $3.41B | +1 | n/a |
| Q3 2024 | 13 | 0 | 33.66M | $3.89B | n/a | n/a |
| Q2 2024 | 13 | n/a | 33.92M | $3.61B | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Dodge & Cox ✦ | 11.82M | -3.2% | $1.32B | 0.8% | ▼ Trim | 4 | SEC ↗ |
| 2 | PRIMECAP Management ✦ | 10.38M | -5.8% | $1.16B | 1.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Fisher Asset Management ✦ | 6.76M | +237.7% | $753.95M | 0.3% | ▲ Add | 4 | SEC ↗ |
| 4 | Wellington Management ✦ | 2.99M | -18.0% | $333.47M | 0.1% | ▼ Trim | 4 | SEC ↗ ×3 |
| 5 | Renaissance Technologies ✦ | 2.29M | -14.3% | $254.98M | 0.4% | ▼ Trim | 4 | SEC ↗ |
| 6 | State Street Global Advisors ✦ (passive) | 1.59M | -3.3% | $182.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Marshall Wace ✦ | 1.43M | +1515.9% | $159.73M | 0.2% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Point72 Asset Management ✦ | 1.08M | New | $120.66M | 0.4% | New | 1 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 1.07M | +81.5% | $119.01M | 0.1% | ▲ Add | 4 | SEC ↗ ×2 |
| 10 | Arrowstreet Capital ✦ | 916.89K | +8196.2% | $102.22M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 11 | Millennium Management ✦ | 423.68K | +47.8% | $47.23M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Tweedy, Browne ✦ | 81.03K | -2.5% | $9.03M | 0.8% | ▼ Trim | 4 | SEC ↗ |
| 13 | Two Sigma Investments ✦ | 80.11K | +47.6% | $8.93M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | T. Rowe Price ✦ | 52.65K | -28.8% | $5.87M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 15 | D. E. Shaw & Co. ✦ | 35.95K | -94.1% | $4.01M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 16 | AQR Capital Management ✦ | 22.57K | +102.8% | $2.52M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Point72 Asset Management | $120.66M | 0.4% |
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.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.