NVS Institutional Ownership & Shareholders
NOVARTIS AG-SPONSORED ADR (NVS) is currently held by 1,585 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $20.32B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Fisher Asset Management, Llc is currently the largest disclosed institutional shareholder of NVS tracked by InsiderSet, reporting ownership valued at approximately $2.43B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.51B, representing an estimated gain of +3.06% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 47% of the total disclosed NVS value among the investors covered in this analysis. Major shareholders include Fisher Asset Management, Llc, Morgan Stanley, Dimensional Fund Advisors Lp, and several other long-term asset managers with concentrated positions in NOVARTIS AG-SPONSORED ADR (NVS).
This page ranks the largest institutional NVS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
1,585
Total Reported Value
$20.32B
Largest Holder
Fisher Asset Management, Llc
Largest Position
$2.43B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
25
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Fisher Asset Management, Llc | 0.72% | 15,523,378 | $2,432,824,035 | $2,507,336,015 | +$74,511,980 | +3.06% | |
| Morgan Stanley | 0.07% | 8,726,827 | $1,367,668,742 | $1,409,557,097 | +$41,888,355 | +3.06% | |
| Dimensional Fund Advisors Lp | 0.23% | 8,117,586 | $1,272,238,233 | $1,311,152,491 | +$38,914,258 | +3.06% | |
| Primecap Management Co/Ca/ | 0.61% | 6,592,124 | $1,033,117,672 | $1,064,759,868 | +$31,642,196 | +3.06% | |
| Loomis Sayles & Co L P | 1.03% | 5,239,309 | $821,104,546 | $846,253,190 | +$25,148,644 | +3.06% | |
| Bank Of America Corp | 0.05% | 4,909,938 | $769,485,483 | $793,053,186 | +$23,567,703 | +3.06% | |
| Blackrock, Inc. | 0.01% | 3,047,988 | $477,680,623 | $492,311,022 | +$14,630,399 | +3.06% | |
| Goldman Sachs Group Inc | 0.05% | 2,980,168 | $467,051,980 | $481,356,735 | +$14,304,755 | +3.06% | |
| Northern Trust Corp | 0.05% | 2,792,745 | $437,678,996 | $451,084,172 | +$13,405,176 | +3.06% | |
| Natixis Advisors, Llc | 0.42% | 2,386,527 | $374,016,000 | $385,471,841 | +$11,455,841 | +3.06% | |
| Envestnet Asset Management Inc | 0.09% | 2,330,979 | $365,307,664 | $376,499,728 | +$11,192,064 | +3.06% | |
| Jpmorgan Chase & Co | 0.02% | 2,264,447 | $356,854,530 | $365,753,479 | +$8,898,949 | +2.49% | |
| Janus Henderson Group Plc | 0.17% | 2,275,938 | $347,649,414 | $367,609,506 | +$19,960,092 | +5.74% | |
| Gqg Partners Llc | 0.63% | 2,151,131 | $337,128,503 | $347,450,679 | +$10,322,176 | +3.06% | |
| Fmr Llc | 0.01% | 2,057,404 | $322,436,210 | $332,311,894 | +$9,875,684 | +3.06% | |
| Cullen Capital Management, Llc | 3.13% | 2,033,040 | $318,618,100 | $328,376,621 | +$9,758,521 | +3.06% | |
| Jones Financial Companies Lllp | 0.12% | 1,974,043 | $306,813,689 | $318,847,425 | +$12,033,736 | +3.92% | |
| Wcm Investment Management, Llc | 0.54% | 1,904,349 | $300,106,318 | $307,590,450 | +$7,484,132 | +2.49% | |
| Wells Fargo & Company/Mn | 0.05% | 1,828,817 | $286,612,328 | $295,390,522 | +$8,778,194 | +3.06% | |
| Raymond James Financial Inc | 0.08% | 1,801,337 | $282,305,523 | $290,951,952 | +$8,646,429 | +3.06% | |
| Principal Financial Group Inc | 0.11% | 1,522,092 | $217,004,786 | $245,848,300 | +$28,843,514 | +13.29% | |
| Ubs Group Ag | 0.03% | 1,184,422 | $185,622,616 | $191,307,841 | +$5,685,225 | +3.06% | |
| Holocene Advisors, Lp | 0.37% | 1,037,332 | $162,570,671 | $167,549,865 | +$4,979,194 | +3.06% | |
| Chevy Chase Trust Holdings, Llc | 0.42% | 1,033,709 | $162,002,900 | $166,964,678 | +$4,961,778 | +3.06% | |
| Lord, Abbett & Co. Llc | 0.45% | 1,002,335 | $157,086,000 | $161,897,149 | +$4,811,149 | +3.06% | |
| Truist Financial Corp | 0.17% | 1,004,567 | $143,221,133 | $162,257,662 | +$19,036,529 | +13.29% | |
| Earnest Partners Llc | 0.50% | 886,634 | $138,953,280 | $143,209,124 | +$4,255,844 | +3.06% | |
| Renaissance Technologies LLC | Jim Simons | 0.17% | 788,033 | $123,500,532 | $127,283,090 | +$3,782,558 | +3.06% |
| Dodge & Cox Stock Fund | V. D. Dodge, E. M. Cox | 0.06% | 759,373 | $119,008,937 | $122,653,927 | +$3,644,990 | +3.06% |
| Millennium Management Llc | 0.08% | 758,029 | $118,798,305 | $122,436,844 | +$3,638,539 | +3.06% | |
| Connor, Clark & Lunn Investment Management Ltd. | 0.22% | 740,532 | $116,056,175 | $119,610,729 | +$3,554,554 | +3.06% | |
| American Century Companies Inc | 0.05% | 707,061 | $110,810,600 | $114,204,493 | +$3,393,893 | +3.06% | |
| Lpl Financial Llc | 0.02% | 666,272 | $104,418,220 | $107,616,253 | +$3,198,033 | +3.06% | |
| Royal Bank Of Canada | 0.02% | 638,682 | $100,095,000 | $103,159,917 | +$3,064,917 | +3.06% | |
| Van Eck Associates Corp | 0.06% | 633,523 | $99,285,725 | $102,326,635 | +$3,040,910 | +3.06% | |
| Sei Investments Co | 0.08% | 591,566 | $92,707,159 | $95,549,740 | +$2,842,581 | +3.07% | |
| Newedge Wealth, Llc | 0.92% | 579,486 | $90,817,071 | $93,598,579 | +$2,781,508 | +3.06% | |
| Harding Loevner Lp | 0.85% | 578,234 | $90,471,711 | $93,396,356 | +$2,924,645 | +3.23% | |
| Bristol John W & Co Inc | 1.29% | 557,777 | $87,414,812 | $90,092,141 | +$2,677,329 | +3.06% | |
| Cibc Bancorp Usa Inc. | 0.10% | 524,073 | $82,140,626 | $84,648,271 | +$2,507,645 | +3.05% | |
| Ameriprise Financial Inc | 0.02% | 508,398 | $79,690,344 | $82,116,445 | +$2,426,101 | +3.04% | |
| Creative Planning | 0.04% | 524,405 | $74,764,373 | $84,701,896 | +$9,937,523 | +13.29% | |
| Harvest Portfolios Group Inc. | 1.01% | 457,045 | $71,628,092 | $73,821,908 | +$2,193,816 | +3.06% | |
| Corient Private Wealth Llc | 0.09% | 437,208 | $68,519,383 | $70,617,836 | +$2,098,453 | +3.06% | |
| Quantinno Capital Management Lp | 0.07% | 386,332 | $60,546,044 | $62,400,345 | +$1,854,301 | +3.06% | |
| Charles Schwab Investment Management Inc | 0.01% | 384,386 | $60,241,032 | $62,086,027 | +$1,844,995 | +3.06% | |
| Bnp Paribas Financial Markets | 0.03% | 379,597 | $59,490,442 | $61,312,507 | +$1,822,065 | +3.06% | |
| Tctc Holdings, Llc | 1.32% | 393,932 | $56,162,885 | $63,627,897 | +$7,465,012 | +13.29% | |
| Assetmark, Inc | 0.09% | 391,178 | $55,770,297 | $63,183,071 | +$7,412,774 | +13.29% | |
| First Trust Advisors Lp | 0.03% | 353,224 | $55,357,226 | $57,052,740 | +$1,695,514 | +3.06% |
Frequently asked questions about NVS
Who are the largest institutional holders of NVS?
The largest institutional holders of NVS reported in the latest SEC Form 13F filings include Fisher Asset Management, Llc, Morgan Stanley, Dimensional Fund Advisors Lp, Primecap Management Co/Ca/, and Loomis Sayles & Co L P. InsiderSet ranks institutional holders by their latest reported NVS position.
What is NVS institutional ownership?
This page tracks NVS positions reported by institutional investment managers through SEC Form 13F. NOVARTIS AG-SPONSORED ADR (NVS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own NVS?
InsiderSet currently tracks 1,585 institutional managers reporting NVS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of NVS shareholders.
How much NVS stock do institutions own?
Institutional investment managers disclosed approximately $20.32B in NVS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was NVS institutional ownership last updated?
The latest NVS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional NVS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its NVS position after the reporting date.
Are institutions buying or selling NVS?
Institutional buying and selling can be analyzed by comparing NVS positions across consecutive 13F reporting periods. InsiderSet's NVS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View NVS ownership changes.
How has NVS institutional ownership changed over time?
InsiderSet tracks NVS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.