NOVARTIS AG-SPONSORED ADR (NVS) Institutional Ownership Changes & 13F Activity

NOVARTIS AG-SPONSORED ADR (NVS) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Dodge & Cox Stock Fund, Parnassus Endeavor Fund, Renaissance Technologies LLC, Cullen Value Fund, and Tweedy, Browne Co All Funds (US).

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q4 2022Sequoia Financial AdvisorsBuy2,26410,098$916,054
Q4 2022Tweedy, Browne Co All Funds (US)Sell-1,80398,906$8,973
Q4 2022Kahn Brothers GroupSell-1,50021,578$1,957,864
Q4 2022Mairs & Power Growth FundSell-292,280$206,842
Q3 2022Dodge & Cox Stock FundSell-1,504,11221,048,657$1,599,908
Q3 2022Renaissance Technologies LLCSell-601,5003,181,870$241,854
Q3 2022Causeway Capital ManagementSell-41,511270,830$20,586
Q3 2022Sequoia Financial AdvisorsSell-4,5687,834$595
Q3 2022Tweedy, Browne Co All Funds (US)Buy2,279100,709$7,655
Q3 2022Ariel Appreciation FundSell-1,2398,750$665
Q2 2022Dodge & Cox Stock FundSell-5,291,44022,552,769$1,906,386
Q2 2022Renaissance Technologies LLCBuy402,2003,783,370$319,808
Q2 2022Causeway Capital ManagementSell-79,421312,341$26,402
Q2 2022Tweedy, Browne Co All Funds (US)Sell-3,50898,430$8,320
Q2 2022Sequoia Financial AdvisorsBuy1,40612,402$1,048
Q2 2022Kahn Brothers GroupBuy70023,078$1,950,436
Q2 2022Ariel Appreciation FundSell-2359,989$844
Q1 2022Dodge & Cox Stock FundSell-405,33127,844,209$2,443,329
Q1 2022Renaissance Technologies LLCSell-346,4003,381,170$296,698
Q1 2022Causeway Capital ManagementBuy9,795391,762$34,377
Q1 2022Tweedy, Browne Co All Funds (US)Sell-4,151101,938$8,945
Q1 2022Sequoia Financial AdvisorsBuy3,27210,996$965
Q1 2022Ariel Appreciation FundSell-40710,224$897
Q1 2022Mairs & Power Growth FundSell-2272,309$203
Q4 2021Dodge & Cox Stock FundSell-1,016,36028,249,540$2,470,987
Q4 2021Renaissance Technologies LLCBuy420,3333,727,570$326,051
Q4 2021Parnassus Endeavor FundBuy90,1091,242,128$108,649
Q4 2021Causeway Capital ManagementSell-19,149381,967$33,411
Q4 2021Ariel Appreciation FundSell-7,90510,631$930
Q4 2021Tweedy, Browne Co All Funds (US)Sell-5,091106,089$9,280

Frequently asked questions about NVS activity

  • Which institutional owners are buying NVS?

    Institutional owners buying NVS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in NVS activity?

    "Buy" means an investor increased their reported position in NVS compared to the prior reporting period. This reflects growing exposure to NOVARTIS AG-SPONSORED ADR (NVS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in NVS increasing?

    Institutional interest in NVS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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