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 Form 13F filings. 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
Q1 2026Dodge & Cox Stock FundSell-2,047,2586,967,383$1,064,267,753
Q1 2026Parnassus Endeavor FundSell-1,240,1291,999$305,347
Q1 2026Renaissance Technologies LLCSell-231,2001,111,833$169,832,491
Q1 2026Cullen Value FundBuy17,40850,305$7,682,369
Q1 2026Tweedy, Browne Co All Funds (US)Sell-3,60071,305$10,891,839
Q1 2026Sequoia Financial AdvisorsBuy1,31642,951$6,560,711
Q1 2026Causeway Capital ManagementSell-4481,487$227,167
Q1 2026Kahn Brothers GroupSell-29213,386$2,044,711
Q4 2025Dodge & Cox Stock FundSell-1,570,5049,014,641$1,242,848,555
Q4 2025Renaissance Technologies LLCSell-534,7981,343,033$185,163,960
Q4 2025Cullen Value FundBuy28,33832,897$4,656,288
Q4 2025Tweedy, Browne Co All Funds (US)Sell-1,14974,905$10,327,152
Q4 2025Kahn Brothers GroupSell-64813,678$1,885,785
Q4 2025Mairs & Power Growth FundSell-3101,485$204,737
Q4 2025Sequoia Financial AdvisorsSell-16041,635$5,740,227
Q4 2025Causeway Capital ManagementSell-1191,935$266,788
Q3 2025Renaissance Technologies LLCSell-420,3201,877,831$240,813,047
Q3 2025Dodge & Cox Stock FundSell-62,48410,585,145$1,357,438,995
Q3 2025Kahn Brothers GroupSell-4,14514,326$1,837,166
Q3 2025Sequoia Financial AdvisorsBuy3,83241,795$5,359,729
Q3 2025Tweedy, Browne Co All Funds (US)Sell-1,21576,054$9,753,165
Q3 2025Cullen Value FundSell-3774,559$603,599
Q3 2025Causeway Capital ManagementSell-302,054$263,395
Q2 2025Dodge & Cox Stock FundSell-1,170,47310,647,629$1,288,469,585
Q2 2025Renaissance Technologies LLCBuy10,9002,298,151$278,099,253
Q2 2025Sequoia Financial AdvisorsBuy5,18637,963$4,593,844
Q2 2025Tweedy, Browne Co All Funds (US)Sell-3,75677,269$9,350,322
Q2 2025Kahn Brothers GroupSell-3,43818,471$2,235,175
Q2 2025Causeway Capital ManagementSell-2,1522,084$252,196
Q2 2025Cullen Value FundSell-4654,936$597,268

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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