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 2020Sequoia Financial AdvisorsBuy2195,439$514
Q4 2020Matrix Private Capital GroupSell-1982,235$211
Q4 2020Mairs & Power Growth FundSell-1302,700$255
Q4 2020Ariel Appreciation FundBuy1320,427$1,929
Q3 2020Dodge & Cox Stock FundBuy2,437,38821,791,175$1,894,961
Q3 2020Renaissance Technologies LLCSell-1,612,8006,681,808$581,050
Q3 2020Causeway Capital ManagementSell-11,168315,018$27,394
Q3 2020Sequoia Financial AdvisorsBuy5,2205,220$454
Q3 2020Tweedy, Browne Co All Funds (US)Sell-4,098140,023$12,176
Q3 2020Mairs & Power Growth FundSell-2002,830$246
Q3 2020Ariel Appreciation FundBuy7020,414$1,775
Q3 2020Matrix Private Capital GroupSell-72,433$212
Q2 2020Dodge & Cox Stock FundSell-3,587,65319,353,787$1,690,360
Q2 2020Renaissance Technologies LLCSell-196,8008,294,608$724,451
Q2 2020Ariel Appreciation FundSell-20,76020,344$1,777
Q2 2020Tweedy, Browne Co All Funds (US)Sell-7,489144,121$12,588
Q2 2020Sequoia Financial AdvisorsSell-4,6100$495
Q2 2020Causeway Capital ManagementSell-548326,186$28,489
Q2 2020Kahn Brothers GroupSell-50022,698$1,982,443
Q2 2020Matrix Private Capital GroupSell-1252,440$213
Q1 2020Dodge & Cox Stock FundSell-2,264,14122,941,440$1,891,522
Q1 2020Renaissance Technologies LLCBuy1,890,2268,491,408$700,117
Q1 2020Causeway Capital ManagementBuy32,835326,734$26,939
Q1 2020Ariel Appreciation FundBuy14,96641,104$3,389
Q1 2020Kahn Brothers GroupSell-2,57523,198$1,912,675
Q1 2020Tweedy, Browne Co All Funds (US)Sell-2,185151,610$12,500
Q1 2020Matrix Private Capital GroupSell-1,0962,565$211
Q1 2020Sequoia Financial AdvisorsSell-1344,610$380
Q1 2020Mairs & Power Growth FundBuy1303,030$250
Q4 2019Dodge & Cox Stock FundSell-1,563,29525,205,581$2,386,716

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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