NOVARTIS AG-SPONSORED ADR (NVS) Institutional Ownership

NVS is currently held by 8 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.26B based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.

The largest disclosed holder is Dodge & Cox Stock Fund, which reported ownership valued at approximately $1.06B in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Dodge & Cox Stock Fund's NVS position is now estimated to be worth approximately $1.07B, representing an estimated gain of +0.41% since the filing period.

Major shareholders tracked on this page include Dodge & Cox Stock Fund, Renaissance Technologies LLC, Tweedy, Browne Co All Funds (US), and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks institutional holding trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward NOVARTIS AG-SPONSORED ADR (NVS).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20268$1,261,812,3888,260,649
Q4 20258$1,451,093,49210,524,209
Q3 20257$1,616,069,09612,601,764
Q2 20258$1,583,814,85613,088,298
Q1 20257$1,588,668,47314,250,701
Q4 20247$1,462,272,69015,026,955
Q3 20247$1,686,864,52714,665,838
Q2 20247$1,605,078,50815,076,822
Q1 20247$1,231,602,90915,670,160
Q4 20238$1,366,447,58316,368,444
Q3 20236$1,689,983,60319,225,444
Q2 20236$1,682,822,50519,124,923

Related NVS Institutional Insights: