Recent Quarter Total Invested
$26.64 B
Recent Quarter Institutional Ownership Percentage
6.55%
Total Invested of Last Quarter
$14.86 B
Ownership Percentage of Last Quarter
6.77%
Novartis AG Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| DODGE & COX | 11/13/2024 | 12.22 M | $1.41 B | -0.12% | 0.61% |
| PRIMECAP MANAGEMENT CO/CA/ | 11/08/2024 | 12.01 M | $1.38 B | -1.41% | 0.60% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 8.09 M | $930.89 M | 9.25% | 0.40% |
| MORGAN STANLEY | 11/14/2024 | 6.98 M | $803.40 M | -5.82% | 0.35% |
| LOOMIS SAYLES & CO L P | 11/13/2024 | 5.77 M | $663.62 M | -2.96% | 0.29% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 4.96 M | $571.00 M | 2.46% | 0.25% |
| FRANKLIN RESOURCES INC | 11/12/2024 | 4.38 M | $509.05 M | -18.03% | 0.22% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2024 | 4.00 M | $459.99 M | -8.79% | 0.20% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 3.49 M | $400.99 M | 13.15% | 0.17% |
| JANUS HENDERSON GROUP PLC | 11/14/2024 | 2.54 M | $292.36 M | -0.28% | 0.13% |
| PRINCIPAL FINANCIAL GROUP INC | 10/31/2024 | 2.47 M | $284.05 M | -0.48% | 0.12% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 2.30 M | $264.62 M | -7.96% | 0.11% |
| CULLEN CAPITAL MANAGEMENT, LLC | 11/12/2024 | 2.25 M | $259.02 M | -21.54% | 0.11% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 1.98 M | $228.18 M | -5.01% | 0.10% |
| ENVESTNET ASSET MANAGEMENT INC | 11/07/2024 | 1.95 M | $224.71 M | 1.29% | 0.10% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 1.95 M | $224.05 M | 100.00% | 0.10% |
| FISHER ASSET MANAGEMENT, LLC | 11/12/2024 | 1.71 M | $196.23 M | 15.73% | 0.08% |
| STATE STREET CORP | 11/14/2024 | 1.70 M | $194.99 M | -3.34% | 0.08% |
| UBS GROUP AG | 11/14/2024 | 1.37 M | $157.56 M | -0.96% | 0.07% |
| SCHARF INVESTMENTS, LLC | 10/16/2024 | 1.28 M | $146.97 M | -5.45% | 0.06% |
| CHEVY CHASE TRUST HOLDINGS, LLC | 11/14/2024 | 1.11 M | $127.57 M | -0.31% | 0.06% |
| MONDRIAN INVESTMENT PARTNERS LTD | 11/05/2024 | 1.00 M | $115.04 M | -21.40% | 0.05% |
| NATIXIS ADVISORS, L.P. | 11/06/2024 | 938,844 | $107.99 M | 2.88% | 0.05% |
| CAPITAL RESEARCH GLOBAL INVESTORS | 11/13/2024 | 905,435 | $104.14 M | 0.14% | 0.05% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/14/2024 | 899,920 | $122.40 M | 42.68% | 0.04% |
| EARNEST PARTNERS LLC | 11/14/2024 | 809,147 | $93.07 M | -0.02% | 0.04% |
| BANK OF MONTREAL /CAN/ | 11/13/2024 | 780,980 | $90.29 M | 18.71% | 0.04% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 760,633 | $87.49 M | -60.06% | 0.04% |
| TRUIST FINANCIAL CORP | 11/13/2024 | 744,563 | $85.64 M | -0.78% | 0.04% |
| GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC | 11/13/2024 | 665,019 | $76.49 M | -14.71% | 0.03% |
| BRISTOL JOHN W & CO INC /NY/ | 11/14/2024 | 623,709 | $71.74 M | -0.19% | 0.03% |
| ROYAL BANK OF CANADA | 11/14/2024 | 585,903 | $67.39 M | -8.26% | 0.03% |
| CI PRIVATE WEALTH, LLC | 11/12/2024 | 579,792 | $66.69 M | -0.16% | 0.03% |
| CLARK CAPITAL MANAGEMENT GROUP, INC. | 11/14/2024 | 572,765 | $65.88 M | 16.51% | 0.03% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 538,000 | $61.88 M | 55.09% | 0.03% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 518,181 | $59.60 M | -3.43% | 0.03% |
| SEI INVESTMENTS CO | 11/12/2024 | 515,366 | $59.28 M | -9.58% | 0.03% |
| FIRST TRUST ADVISORS LP | 11/13/2024 | 512,735 | $58.97 M | 9.67% | 0.03% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 509,218 | $58.57 M | 3.45% | 0.03% |
| HARVEST PORTFOLIOS GROUP INC. | 10/30/2024 | 498,263 | $57.31 M | -3.80% | 0.02% |
| CIBC PRIVATE WEALTH GROUP, LLC | 11/13/2024 | 492,656 | $56.67 M | 0.77% | 0.02% |
| D.A. DAVIDSON & CO. | 11/13/2024 | 487,140 | $56.03 M | -1.00% | 0.02% |
| LPL FINANCIAL LLC | 11/08/2024 | 431,589 | $49.64 M | 7.34% | 0.02% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 424,828 | $48.86 M | -5.10% | 0.02% |
| CITADEL ADVISORS LLC | 11/14/2024 | 395,600 | $45.50 M | 23.24% | 0.02% |
| TCTC HOLDINGS, LLC | 11/01/2024 | 395,012 | $45.43 M | -0.13% | 0.02% |
| TODD ASSET MANAGEMENT LLC | 11/13/2024 | 394,338 | $45.36 M | -0.60% | 0.02% |
| NEWEDGE WEALTH, LLC | 11/12/2024 | 392,250 | $45.12 M | 7.74% | 0.02% |
| PACER ADVISORS, INC. | 11/12/2024 | 385,002 | $44.28 M | 2.65% | 0.02% |
| MORNINGSTAR INVESTMENT SERVICES LLC | 11/07/2024 | 375,916 | $43.46 M | 0.24% | 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, 1842 institutional investors and hedge funds held shares of Novartis AG. The most heavily invested institutionals were:
DODGE & COX: 12.22 M
PRIMECAP MANAGEMENT CO/CA/: 12.01 M
DIMENSIONAL FUND ADVISORS LP: 8.09 M
MORGAN STANLEY: 6.98 M
LOOMIS SAYLES & CO L P: 5.77 M
BANK OF AMERICA CORP /DE/: 4.96 M
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What percentage of Novartis AG stock is owned by institutional investors?
6.55% 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 171.92 M shares in the last 24 months. This purchase volume represents approximately $17.93 B in transactions.