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 2021Sequoia Financial AdvisorsBuy4,8947,724$676
Q4 2021Kahn Brothers GroupBuy1,98022,378$1,957,403
Q4 2021Mairs & Power Growth FundBuy62,536$222
Q3 2021Dodge & Cox Stock FundBuy4,812,63529,265,900$2,393,365
Q3 2021Renaissance Technologies LLCBuy897,2983,307,237$270,466
Q3 2021Parnassus Endeavor FundBuy212,2251,152,019$94,212
Q3 2021Causeway Capital ManagementSell-25,866401,116$32,803
Q3 2021Tweedy, Browne Co All Funds (US)Sell-4,223111,180$9,092
Q3 2021Sequoia Financial AdvisorsSell-2,6932,830$231
Q3 2021Ariel Appreciation FundSell-2,04618,536$1,516
Q2 2021Dodge & Cox Stock FundBuy2,783,02824,453,265$2,231,116
Q2 2021Renaissance Technologies LLCBuy39,6002,409,939$219,883
Q2 2021Causeway Capital ManagementBuy29,624426,982$38,958
Q2 2021Tweedy, Browne Co All Funds (US)Sell-12,301115,403$10,529
Q2 2021Parnassus Endeavor FundBuy8,485939,794$85,747
Q2 2021Sequoia Financial AdvisorsBuy845,523$504
Q2 2021Matrix Private Capital GroupSell-22,233$204
Q1 2021Renaissance Technologies LLCSell-2,387,9942,370,339$202,617
Q1 2021Parnassus Endeavor FundBuy643,987931,309$79,608
Q1 2021Causeway Capital ManagementBuy91,780397,358$33,966
Q1 2021Dodge & Cox Stock FundBuy54,43621,670,237$1,852,372
Q1 2021Tweedy, Browne Co All Funds (US)Sell-2,128127,704$10,916
Q1 2021Kahn Brothers GroupSell-2,00020,398$1,743,621
Q1 2021Mairs & Power Growth FundSell-1702,530$216
Q1 2021Ariel Appreciation FundBuy15520,582$1,759
Q4 2020Renaissance Technologies LLCSell-1,923,4754,758,333$449,329
Q4 2020Dodge & Cox Stock FundSell-175,37421,615,801$2,041,180
Q4 2020Tweedy, Browne Co All Funds (US)Sell-10,191129,832$12,260
Q4 2020Causeway Capital ManagementSell-9,440305,578$28,856
Q4 2020Kahn Brothers GroupSell-30022,398$2,115,043

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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