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 (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Cullen Value Fund, Sequoia Financial Advisors, Tweedy, Browne Co All Funds (US), Parnassus Endeavor Fund, and Dodge & Cox Stock Fund.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2018Mairs & Power Growth FundSell-5003,250$263
Q1 2018Sequoia Financial AdvisorsBuy2892,734$221
Q4 2017Renaissance Technologies LLCBuy271,9001,716,100$144,084
Q4 2017Dodge & Cox Stock FundSell-64,53844,579,387$3,742,885
Q4 2017Causeway Capital ManagementBuy27,228337,742$28,357
Q4 2017Ariel Appreciation FundBuy10,33168,028$5,712
Q4 2017Tweedy, Browne Co All Funds (US)Sell-8,206188,746$15,847
Q4 2017Parnassus Endeavor FundBuy7,4579,455,274$793,865
Q4 2017First Eagle U.S. ValueBuy3,00015,848$1,331
Q4 2017Matrix Advisors Value FundSell-6052,729$229
Q4 2017Kahn Brothers GroupBuy46626,610$2,234,176
Q4 2017Gardner Russo & QuinnBuy125125$10
Q4 2017Sequoia Financial AdvisorsBuy812,445$205
Q3 2017Dodge & Cox Stock FundSell-5,499,58444,643,925$3,832,681
Q3 2017Parnassus Endeavor FundBuy1,477,1689,447,817$811,095
Q3 2017Causeway Capital ManagementSell-58,492310,514$26,658
Q3 2017Renaissance Technologies LLCSell-30,3001,444,200$123,985
Q3 2017Ariel Appreciation FundBuy8,03257,697$4,953
Q3 2017Tweedy, Browne Co All Funds (US)Buy530196,952$16,908
Q3 2017Mairs & Power Growth FundSell-5003,750$322
Q3 2017Sequoia Financial AdvisorsBuy1372,364$203
Q3 2017Kahn Brothers GroupSell-6726,144$2,244,462
Q2 2017Renaissance Technologies LLCSell-983,9981,474,500$123,077
Q2 2017Dodge & Cox Stock FundSell-442,28150,143,509$4,185,479
Q2 2017Parnassus Endeavor FundSell-203,3257,970,649$665,310
Q2 2017Causeway Capital ManagementBuy30,857369,006$30,801
Q2 2017Tweedy, Browne Co All Funds (US)Sell-8,325196,422$16,395
Q2 2017Matrix Advisors Value FundBuy3,3343,334$278
Q2 2017Kahn Brothers GroupSell-1,70026,211$2,187,832
Q2 2017Mairs & Power Growth FundSell-1,6444,250$355

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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