Recent Quarter Total Invested
$14.72 B
Recent Quarter Institutional Ownership Percentage
6.71%
Total Invested of Last Quarter
$13.69 B
Ownership Percentage of Last Quarter
6.86%
Novartis AG Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| DODGE & COX | 08/13/2024 | 12.24 M | $1.30 B | -0.95% | 0.60% |
| PRIMECAP MANAGEMENT CO/CA/ | 08/09/2024 | 12.18 M | $1.30 B | -1.92% | 0.60% |
| MORGAN STANLEY | 08/14/2024 | 7.42 M | $789.58 M | 2.18% | 0.36% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 7.41 M | $788.63 M | 23.09% | 0.36% |
| LOOMIS SAYLES & CO L P | 08/13/2024 | 5.95 M | $632.95 M | 0.46% | 0.29% |
| FRANKLIN RESOURCES INC | 08/14/2024 | 5.34 M | $568.44 M | -6.32% | 0.26% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 4.85 M | $515.80 M | -0.88% | 0.24% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2024 | 4.38 M | $466.79 M | -4.46% | 0.21% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 3.08 M | $328.01 M | 0.71% | 0.15% |
| CULLEN CAPITAL MANAGEMENT, LLC | 08/13/2024 | 2.87 M | $305.58 M | -1.85% | 0.14% |
| JANUS HENDERSON GROUP PLC | 08/14/2024 | 2.55 M | $271.36 M | -0.77% | 0.12% |
| RENAISSANCE TECHNOLOGIES LLC | 08/09/2024 | 2.50 M | $266.13 M | -14.99% | 0.12% |
| PRINCIPAL FINANCIAL GROUP INC | 07/29/2024 | 2.48 M | $264.19 M | -1.66% | 0.12% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 2.09 M | $222.35 M | 3.90% | 0.10% |
| NORTHERN TRUST CORP | 08/14/2024 | 2.06 M | $219.23 M | -4.26% | 0.10% |
| ENVESTNET ASSET MANAGEMENT INC | 08/08/2024 | 1.93 M | $205.35 M | -1.24% | 0.09% |
| BANK OF NEW YORK MELLON CORP | 07/25/2024 | 1.90 M | $202.77 M | 191.08% | 0.09% |
| BLACKROCK INC. | 08/13/2024 | 1.87 M | $198.78 M | 0.45% | 0.09% |
| STATE STREET CORP | 08/14/2024 | 1.75 M | $186.73 M | 0.92% | 0.09% |
| FISHER ASSET MANAGEMENT, LLC | 08/14/2024 | 1.47 M | $156.94 M | 1.82% | 0.07% |
| UBS GROUP AG | 08/14/2024 | 1.38 M | $147.24 M | -10.58% | 0.07% |
| SCHARF INVESTMENTS, LLC | 07/23/2024 | 1.35 M | $143.88 M | -0.98% | 0.07% |
| MAGNETAR FINANCIAL LLC | 08/14/2024 | 1.31 M | $138.98 M | -31.51% | 0.06% |
| FMR LLC | 08/13/2024 | 1.28 M | $136.60 M | 5.87% | 0.06% |
| MONDRIAN INVESTMENT PARTNERS LTD | 08/12/2024 | 1.27 M | $141.86 M | -38.40% | 0.06% |
| CHEVY CHASE TRUST HOLDINGS, LLC | 07/22/2024 | 1.11 M | $118.44 M | 31.66% | 0.05% |
| NATIXIS ADVISORS, L.P. | 08/01/2024 | 912,527 | $97.15 M | -1.52% | 0.04% |
| CAPITAL RESEARCH GLOBAL INVESTORS | 08/13/2024 | 904,128 | $96.25 M | 0.00% | 0.04% |
| EARNEST PARTNERS LLC | 08/14/2024 | 809,287 | $86.16 M | -3.14% | 0.04% |
| GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC | 08/13/2024 | 779,681 | $83.00 M | -17.57% | 0.04% |
| TRUIST FINANCIAL CORP | 08/21/2024 | 750,405 | $79.89 M | -0.75% | 0.04% |
| BANK OF MONTREAL /CAN/ | 08/14/2024 | 657,903 | $70.65 M | 343.52% | 0.03% |
| ROYAL BANK OF CANADA | 08/14/2024 | 638,645 | $67.99 M | 6.81% | 0.03% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/14/2024 | 630,711 | $67.15 M | 41.67% | 0.03% |
| BRISTOL JOHN W & CO INC /NY/ | 08/14/2024 | 624,923 | $66.53 M | -2.14% | 0.03% |
| CANADA PENSION PLAN INVESTMENT BOARD | 08/12/2024 | 606,890 | $64.61 M | 100.00% | 0.03% |
| CI PRIVATE WEALTH, LLC | 08/13/2024 | 580,733 | $61.82 M | -0.86% | 0.03% |
| SEI INVESTMENTS CO | 08/13/2024 | 569,952 | $60.68 M | -0.51% | 0.03% |
| RAYMOND JAMES & ASSOCIATES | 07/19/2024 | 536,607 | $57.13 M | 1.28% | 0.03% |
| HARVEST PORTFOLIOS GROUP INC. | 08/13/2024 | 517,939 | $55.14 M | 6.80% | 0.03% |
| AMERICAN CENTURY COMPANIES INC | 08/07/2024 | 492,244 | $52.40 M | 0.17% | 0.02% |
| D.A. DAVIDSON & CO. | 08/01/2024 | 492,082 | $52.39 M | -0.25% | 0.02% |
| CLARK CAPITAL MANAGEMENT GROUP, INC. | 08/14/2024 | 491,609 | $52.34 M | 100.00% | 0.02% |
| CIBC PRIVATE WEALTH GROUP, LLC | 08/09/2024 | 488,873 | $52.83 M | -1.37% | 0.02% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 478,500 | $50.94 M | 90.64% | 0.02% |
| FIRST TRUST ADVISORS LP | 08/13/2024 | 467,516 | $49.77 M | -25.70% | 0.02% |
| AMERIPRISE FINANCIAL INC | 08/14/2024 | 447,674 | $47.66 M | 4.22% | 0.02% |
| GROUPAMA ASSET MANAGMENT | 08/14/2024 | 421,236 | $45.01 M | 6.48% | 0.02% |
| LPL FINANCIAL LLC | 08/07/2024 | 402,094 | $42.81 M | 11.37% | 0.02% |
| HUDSON BAY CAPITAL MANAGEMENT LP | 08/14/2024 | 400,000 | $42.58 M | 100.00% | 0.02% |
Novartis AGinstitutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of NVS shares?
During the previous two years, 1808 institutional investors and hedge funds held shares of Novartis AG. The most heavily invested institutionals were:
DODGE & COX: 12.24 M
PRIMECAP MANAGEMENT CO/CA/: 12.18 M
MORGAN STANLEY: 7.42 M
DIMENSIONAL FUND ADVISORS LP: 7.41 M
LOOMIS SAYLES & CO L P: 5.95 M
FRANKLIN RESOURCES INC: 5.34 M
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What percentage of Novartis AG stock is owned by institutional investors?
6.71% of Novartis AG stock is owned by institutional investors.
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How much institutional buying is happening at NVS ?
Institutional investors have bought a total of 178.79 M shares in the last 24 months. This purchase volume represents approximately $20.56 B in transactions.