NOVARTIS AG-SPONSORED ADR (NVS) Institutional Shareholders
NOVARTIS AG-SPONSORED ADR (NVS) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $20.51B in NVS holdings during the latest filing period.
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 $2.18B, representing an estimated loss of -10.43% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 46% 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
1,591
Total Reported Value
$20.51B
Largest Holder
Fisher Asset Management, Llc
Largest Position
$2.43B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
58
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 | $2,179,016,570 | -$253,807,465 | -10.43% | |
| Morgan Stanley | 0.07% | 8,726,827 | $1,367,668,742 | $1,224,984,706 | -$142,684,036 | -10.43% | |
| Dimensional Fund Advisors Lp | 0.23% | 8,117,586 | $1,272,238,233 | $1,139,465,547 | -$132,772,686 | -10.44% | |
| Primecap Management Co/Ca/ | 0.61% | 6,592,124 | $1,033,117,672 | $925,336,446 | -$107,781,226 | -10.43% | |
| Loomis Sayles & Co L P | 1.03% | 5,239,309 | $821,104,546 | $735,441,804 | -$85,662,742 | -10.43% | |
| Bank Of America Corp | 0.05% | 4,909,938 | $769,485,483 | $689,207,997 | -$80,277,486 | -10.43% | |
| Blackrock, Inc. | 0.01% | 3,047,988 | $477,680,623 | $427,846,076 | -$49,834,547 | -10.43% | |
| Goldman Sachs Group Inc | 0.05% | 2,980,168 | $467,051,980 | $418,326,182 | -$48,725,798 | -10.43% | |
| Northern Trust Corp | 0.05% | 2,792,745 | $437,678,996 | $392,017,616 | -$45,661,380 | -10.43% | |
| Natixis Advisors, Llc | 0.42% | 2,386,527 | $374,016,000 | $334,996,795 | -$39,019,205 | -10.43% | |
| Envestnet Asset Management Inc | 0.09% | 2,330,979 | $365,307,664 | $327,199,522 | -$38,108,142 | -10.43% | |
| Jpmorgan Chase & Co | 0.02% | 2,264,447 | $356,854,530 | $317,860,425 | -$38,994,105 | -10.93% | |
| Janus Henderson Group Plc | 0.17% | 2,275,938 | $347,649,414 | $319,473,417 | -$28,175,997 | -8.10% | |
| Gqg Partners Llc | 0.63% | 2,151,131 | $337,128,503 | $301,954,258 | -$35,174,245 | -10.43% | |
| Fmr Llc | 0.01% | 2,057,404 | $322,436,210 | $288,797,799 | -$33,638,411 | -10.43% | |
| Cullen Capital Management, Llc | 3.13% | 2,033,040 | $318,618,100 | $285,377,825 | -$33,240,275 | -10.43% | |
| Jones Financial Companies Lllp | 0.12% | 1,974,043 | $306,813,689 | $277,096,416 | -$29,717,273 | -9.69% | |
| Wcm Investment Management, Llc | 0.54% | 1,904,349 | $300,106,318 | $267,313,469 | -$32,792,849 | -10.93% | |
| Wells Fargo & Company/Mn | 0.05% | 1,828,817 | $286,612,328 | $256,711,042 | -$29,901,286 | -10.43% | |
| Raymond James Financial Inc | 0.08% | 1,801,337 | $282,305,523 | $252,853,675 | -$29,451,848 | -10.43% | |
| Principal Financial Group Inc | 0.12% | 1,565,796 | $245,391,740 | $219,790,785 | -$25,600,955 | -10.43% | |
| Ubs Group Ag | 0.03% | 1,184,422 | $185,622,616 | $166,257,316 | -$19,365,300 | -10.43% | |
| Holocene Advisors, Lp | 0.37% | 1,037,332 | $162,570,671 | $145,610,293 | -$16,960,378 | -10.43% | |
| Chevy Chase Trust Holdings, Llc | 0.42% | 1,033,709 | $162,002,900 | $145,101,732 | -$16,901,168 | -10.43% | |
| Lord, Abbett & Co. Llc | 0.45% | 1,002,335 | $157,086,000 | $140,697,764 | -$16,388,236 | -10.43% | |
| Truist Financial Corp | 0.18% | 968,701 | $151,814,750 | $135,976,559 | -$15,838,191 | -10.43% | |
| Earnest Partners Llc | 0.50% | 886,634 | $138,953,280 | $124,456,815 | -$14,496,465 | -10.43% | |
| Renaissance Technologies LLC | Jim Simons | 0.17% | 788,033 | $123,500,532 | $110,616,192 | -$12,884,340 | -10.43% |
| Dodge & Cox Stock Fund | V. D. Dodge, E. M. Cox | 0.06% | 759,373 | $119,008,937 | $106,593,188 | -$12,415,749 | -10.43% |
| Millennium Management Llc | 0.08% | 758,029 | $118,798,305 | $106,404,531 | -$12,393,774 | -10.43% | |
| Connor, Clark & Lunn Investment Management Ltd. | 0.22% | 740,532 | $116,056,175 | $103,948,477 | -$12,107,698 | -10.43% | |
| American Century Companies Inc | 0.05% | 707,061 | $110,810,600 | $99,250,153 | -$11,560,447 | -10.43% | |
| Lpl Financial Llc | 0.02% | 666,272 | $104,418,220 | $93,524,601 | -$10,893,619 | -10.43% | |
| Royal Bank Of Canada | 0.02% | 638,682 | $100,095,000 | $89,651,792 | -$10,443,208 | -10.43% | |
| Van Eck Associates Corp | 0.06% | 633,523 | $99,285,725 | $88,927,624 | -$10,358,101 | -10.43% | |
| Sei Investments Co | 0.08% | 591,566 | $92,707,159 | $83,038,119 | -$9,669,040 | -10.43% | |
| Newedge Wealth, Llc | 0.92% | 579,486 | $90,817,071 | $81,342,450 | -$9,474,621 | -10.43% | |
| Harding Loevner Lp | 0.85% | 578,234 | $90,471,711 | $81,166,707 | -$9,305,004 | -10.28% | |
| Bristol John W & Co Inc | 1.29% | 557,777 | $87,414,812 | $78,295,157 | -$9,119,655 | -10.43% | |
| Cibc Bancorp Usa Inc. | 0.10% | 524,073 | $82,140,626 | $73,564,127 | -$8,576,499 | -10.44% | |
| Ameriprise Financial Inc | 0.02% | 508,398 | $79,690,344 | $71,363,827 | -$8,326,517 | -10.45% | |
| Harvest Portfolios Group Inc. | 1.01% | 457,045 | $71,628,092 | $64,155,407 | -$7,472,685 | -10.43% | |
| Assetmark, Inc | 0.12% | 442,978 | $69,423,485 | $62,180,822 | -$7,242,663 | -10.43% | |
| Corient Private Wealth Llc | 0.09% | 437,208 | $68,519,383 | $61,370,887 | -$7,148,496 | -10.43% | |
| Tctc Holdings, Llc | 1.62% | 393,932 | $61,737,023 | $55,296,235 | -$6,440,788 | -10.43% | |
| Quantinno Capital Management Lp | 0.07% | 386,332 | $60,546,044 | $54,229,423 | -$6,316,621 | -10.43% | |
| Charles Schwab Investment Management Inc | 0.01% | 384,386 | $60,241,032 | $53,956,263 | -$6,284,769 | -10.43% | |
| Bnp Paribas Financial Markets | 0.03% | 379,597 | $59,490,442 | $53,284,031 | -$6,206,411 | -10.43% | |
| Agf Management Ltd | 0.22% | 360,354 | $56,474,679 | $50,582,891 | -$5,891,788 | -10.43% | |
| First Trust Advisors Lp | 0.03% | 353,224 | $55,357,226 | $49,582,053 | -$5,775,173 | -10.43% |
Frequently asked questions about NVS
Who owns the most NVS stock?
The largest holders of NVS are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for NOVARTIS AG-SPONSORED ADR (NVS).
Is NVS widely held by superinvestors?
Many widely followed stocks like NVS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly NVS is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.