NOVARTIS AG (NVSEF) Institutional Shareholders
NOVARTIS AG (NVSEF) 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 $6.28M in NVSEF holdings during the latest filing period.
Partners Capital Investment Group, Llp is currently the largest disclosed institutional shareholder of NVSEF tracked by InsiderSet, reporting ownership valued at approximately $3.81M in its June 30, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed NVSEF value among the investors covered in this analysis. Major shareholders include Partners Capital Investment Group, Llp, Generali Investments Cee, Investicni Spolecnost, A.S., and several other long-term asset managers with concentrated positions in NOVARTIS AG (NVSEF).
This page ranks the largest institutional NVSEF 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
2
Total Reported Value
$6.28M
Largest Holder
Partners Capital Investment Group, Llp
Largest Position
$3.81M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
3
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Partners Capital Investment Group, Llp | 0.13% | 24,335 | $3,811,811 | — | — | — | |
| Generali Investments Cee, Investicni Spolecnost, A.S. | 0.12% | 15,729 | $2,463,594 | — | — | — |
Frequently asked questions about NVSEF
Who owns the most NVSEF stock?
The largest holders of NVSEF 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 (NVSEF).
Is NVSEF widely held by superinvestors?
Many widely followed stocks like NVSEF appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly NVSEF 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.