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
Q2 2025Mairs & Power Growth FundSell-2291,795$217,213
Q1 2025Dodge & Cox Stock FundSell-396,56311,818,102$1,317,482,011
Q1 2025Renaissance Technologies LLCSell-381,5982,287,251$254,982,741
Q1 2025Sequoia Financial AdvisorsBuy5,13532,777$3,653,980
Q1 2025Tweedy, Browne Co All Funds (US)Sell-2,11681,025$9,032,667
Q1 2025Causeway Capital ManagementSell-1,6304,236$472,236
Q1 2025Kahn Brothers GroupBuy72821,909$2,442,776
Q1 2025Cullen Value FundSell-2105,401$602,062
Q4 2024Renaissance Technologies LLCBuy368,1712,668,849$259,705,696
Q4 2024Dodge & Cox Stock FundSell-7,21112,214,665$1,188,609,051
Q4 2024Kahn Brothers GroupBuy3,60021,181$2,060,772
Q4 2024Tweedy, Browne Co All Funds (US)Sell-2,20683,141$8,090,451
Q4 2024Causeway Capital ManagementSell-1,5165,866$570,837
Q4 2024Sequoia Financial AdvisorsBuy52327,642$2,689,844
Q4 2024Cullen Value FundSell-2445,611$546,039
Q3 2024Renaissance Technologies LLCSell-199,1042,300,678$264,623,984
Q3 2024Causeway Capital ManagementSell-194,9537,382$849,075
Q3 2024Dodge & Cox Stock FundSell-14,65012,221,876$1,405,760,178
Q3 2024Tweedy, Browne Co All Funds (US)Sell-2,25985,347$9,816,612
Q3 2024Sequoia Financial AdvisorsSell-1827,119$3,119,228
Q2 2024Renaissance Technologies LLCSell-440,8002,499,782$266,126,792
Q2 2024Dodge & Cox Stock FundSell-117,45912,236,526$1,302,700,558
Q2 2024Causeway Capital ManagementSell-37,133202,335$21,540,558
Q2 2024Kahn Brothers GroupBuy2,16817,581$1,871,752
Q2 2024Tweedy, Browne Co All Funds (US)Sell-1,84087,606$9,326,535
Q2 2024Sequoia Financial AdvisorsBuy1,82627,137$2,889,005
Q2 2024Cullen Value FundSell-1005,855$623,308
Q1 2024Dodge & Cox Stock FundSell-811,55312,353,985$1,195,000,969
Q1 2024Renaissance Technologies LLCBuy102,5002,940,582$284,442
Q1 2024Causeway Capital ManagementBuy30,379239,468$23,163,768

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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