NVS Novartis AG
Novartis AG (NVS) Institutional Ownership
What the institutions did with NVS last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| Fisher Asset Management, LLC | 15.5M | 11.4% |
| MORGAN STANLEY | 8.7M | 6.4% |
| DIMENSIONAL FUND ADVISORS LP | 8.1M | 6.0% |
| PRIMECAP MANAGEMENT CO/CA/ | 6.6M | 4.9% |
| LOOMIS SAYLES & CO L P | 5.2M | 3.9% |
| BANK OF AMERICA CORP /DE/ | 4.9M | 3.6% |
| FRANKLIN RESOURCES INC | 3.3M | 2.4% |
| BlackRock, Inc. | 3.0M | 2.2% |
| GOLDMAN SACHS GROUP INC | 3.0M | 2.2% |
| NORTHERN TRUST CORP | 2.8M | 2.1% |
| NATIXIS ADVISORS, LLC | 2.4M | 1.8% |
| ENVESTNET ASSET MANAGEMENT INC | 2.3M | 1.7% |
| JPMORGAN CHASE & CO | 2.3M | 1.7% |
| Jupiter Topco LLC | 2.2M | 1.6% |
| GQG Partners LLC | 2.2M | 1.6% |
| FMR LLC | 2.1M | 1.5% |
| Cullen Capital Management, LLC | 2.0M | 1.5% |
| JONES FINANCIAL COMPANIES LLLP | 2.0M | 1.5% |
| WCM INVESTMENT MANAGEMENT, LLC | 1.9M | 1.4% |
| WELLS FARGO & COMPANY/MN | 1.8M | 1.3% |
| RAYMOND JAMES FINANCIAL INC | 1.8M | 1.3% |
| PRINCIPAL FINANCIAL GROUP INC | 1.6M | 1.2% |
| UBS Group AG | 1.2M | 0.9% |
| Holocene Advisors, LP | 1.0M | 0.8% |
| Chevy Chase Trust Holdings, LLC | 1.0M | 0.8% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Dodge & Cox | Reduced | 7.0M | 759.4K | -6.2M |
| GOLDMAN SACHS GROUP INC | Reduced | 6.5M | 3.0M | -3.5M |
| Fisher Asset Management, LLC | Increased | 13.9M | 15.5M | +1.6M |
| STATE STREET CORP | Reduced | 1.4M | 50.7K | -1.3M |
| Holocene Advisors, LP | New | 0 | 1.0M | +1.0M |
| PRIMECAP MANAGEMENT CO/CA/ | Reduced | 7.6M | 6.6M | -975.2K |
| MILLENNIUM MANAGEMENT LLC | New | 0 | 758.0K | +758.0K |
| UBS Group AG | Reduced | 1.8M | 1.2M | -608.7K |
| JPMORGAN CHASE & CO | Increased | 1.8M | 2.3M | +459.8K |
| WCM INVESTMENT MANAGEMENT, LLC | Increased | 1.5M | 1.9M | +441.2K |
| FMR LLC | Increased | 1.7M | 2.1M | +364.4K |
| FARALLON CAPITAL MANAGEMENT LLC | New | 0 | 363.0K | +363.0K |
| AGF MANAGEMENT LTD | New | 0 | 360.4K | +360.4K |
| JANE STREET GROUP, LLC | Reduced | 366.5K | 10.2K | -356.3K |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | 1.1M | 788.0K | -323.8K |
| CITADEL ADVISORS LLC | New | 0 | 320.8K | +320.8K |
| GQG Partners LLC | Reduced | 2.4M | 2.2M | -296.1K |
| Scharf Investments, LLC | Reduced | 589.2K | 310.8K | -278.4K |
| BNP PARIBAS FINANCIAL MARKETS | Increased | 121.0K | 379.6K | +258.6K |
| VAN ECK ASSOCIATES CORP | Reduced | 891.8K | 633.5K | -258.3K |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | Reduced | 266.1K | 26.3K | -239.8K |
| Clark Capital Management Group, Inc. | Reduced | 251.9K | 14.3K | -237.6K |
| Connor, Clark & Lunn Investment Management Ltd. | Increased | 505.4K | 740.5K | +235.1K |
| MORGAN STANLEY | Increased | 8.5M | 8.7M | +199.8K |
| LOOMIS SAYLES & CO L P | Reduced | 5.4M | 5.2M | -186.8K |
| Point72 Asset Management, L.P. | Reduced | 283.8K | 106.2K | -177.7K |
| LORD, ABBETT & CO. LLC | Increased | 830.3K | 1.0M | +172.0K |
| FRANKLIN RESOURCES INC | Reduced | 3.4M | 3.3M | -158.7K |
| BANK OF MONTREAL /CAN/ | Reduced | 259.3K | 104.9K | -154.4K |
| JONES FINANCIAL COMPANIES LLLP | Increased | 1.8M | 2.0M | +152.2K |
| NATIXIS ADVISORS, LLC | Increased | 2.2M | 2.4M | +150.4K |
| Kestra Advisory Services, LLC | Increased | 53.1K | 185.9K | +132.8K |
| RAYMOND JAMES FINANCIAL INC | Reduced | 1.9M | 1.8M | -130.5K |
| Qube Research & Technologies Ltd | Reduced | 173.1K | 43.7K | -129.4K |
| Savant Capital, LLC | Increased | 22.2K | 151.0K | +128.7K |
| Quadrature Capital Ltd | Increased | 114.3K | 240.6K | +126.3K |
| Nuveen, LLC | New | 0 | 124.5K | +124.5K |
| TODD ASSET MANAGEMENT LLC | Reduced | 432.0K | 317.4K | -114.6K |
| LMR Partners LLP | Increased | 43.1K | 153.7K | +110.6K |
| Tidal Investments LLC | Reduced | 193.2K | 91.9K | -101.2K |
| BlackRock, Inc. | Increased | 2.9M | 3.0M | +98.2K |
| Optiver Holding B.V. | Sold Out | 92.6K | 0 | -92.6K |
| GLENVIEW CAPITAL MANAGEMENT, LLC | New | 0 | 86.9K | +86.9K |
| CITIGROUP INC | Reduced | 348.8K | 265.6K | -83.2K |
| Janney Montgomery Scott LLC | Reduced | 311.8K | 241.9K | -69.9K |
| Curi Capital, LLC | Increased | 45.4K | 114.2K | +68.8K |
| WELLS FARGO & COMPANY/MN | Reduced | 1.9M | 1.8M | -66.9K |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | Reduced | 268.0K | 201.3K | -66.7K |
| Dixon Mitchell Investment Counsel Inc. | New | 0 | 66.5K | +66.5K |
| HRT FINANCIAL LP | Increased | 24.9K | 89.6K | +64.7K |
| Cambridge Investment Research Advisors, Inc. | Increased | 54.8K | 118.5K | +63.7K |
| TUDOR INVESTMENT CORP ET AL | Sold Out | 63.3K | 0 | -63.3K |
| Russell Investments Group, Ltd. | Reduced | 113.3K | 55.0K | -58.2K |
| Mirae Asset Global Investments Co., Ltd. | Increased | 139.6K | 196.0K | +56.4K |
| Edgemoor Investment Advisors, Inc. | Reduced | 108.6K | 52.8K | -55.8K |
| BANK OF AMERICA CORP /DE/ | Reduced | 5.0M | 4.9M | -52.9K |
| Integral Health Asset Management, LLC | Reduced | 250.0K | 200.0K | -50.0K |
| D.A. DAVIDSON & CO. | Reduced | 212.8K | 163.0K | -49.8K |
| XTX Topco Ltd | Reduced | 60.6K | 11.2K | -49.3K |
| AQR CAPITAL MANAGEMENT LLC | Increased | 233.9K | 281.2K | +47.3K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.