Novartis AG Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| DODGE & COX | 11/13/2025 | 10.59 M | $1.36 B | -0.59% | 0.54% |
| PRIMECAP MANAGEMENT CO/CA/ | 11/12/2025 | 9.34 M | $1.20 B | -10.19% | 0.48% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 8.84 M | $1.13 B | -2.43% | 0.45% |
| MORGAN STANLEY | 11/14/2025 | 7.73 M | $991.15 M | 2.24% | 0.40% |
| FISHER ASSET MANAGEMENT, LLC | 11/12/2025 | 7.24 M | $928.38 M | 1.66% | 0.37% |
| LOOMIS SAYLES & CO L P | 11/13/2025 | 5.66 M | $726.47 M | 1.49% | 0.29% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 4.61 M | $590.66 M | 1.73% | 0.24% |
| FRANKLIN RESOURCES INC | 11/13/2025 | 4.06 M | $520.57 M | -4.25% | 0.21% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 2.95 M | $378.26 M | 16.04% | 0.15% |
| BLACKROCK, INC. | 11/12/2025 | 2.53 M | $324.47 M | 9.01% | 0.13% |
| NORTHERN TRUST CORP | 11/14/2025 | 2.37 M | $304.11 M | 7.65% | 0.12% |
| GQG PARTNERS LLC | 11/13/2025 | 2.26 M | $290.19 M | 3,518.56% | 0.12% |
| PRINCIPAL FINANCIAL GROUP INC | 11/04/2025 | 2.09 M | $267.84 M | -8.87% | 0.11% |
| CULLEN CAPITAL MANAGEMENT, LLC | 11/05/2025 | 2.07 M | $265.51 M | -1.26% | 0.11% |
| JANUS HENDERSON GROUP PLC | 11/14/2025 | 2.07 M | $265.29 M | -5.05% | 0.11% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 1.88 M | $240.81 M | -18.29% | 0.10% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 1.83 M | $234.66 M | -1.79% | 0.09% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 1.82 M | $233.30 M | 4.74% | 0.09% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 1.65 M | $211.36 M | 77.74% | 0.08% |
| UBS GROUP AG | 11/13/2025 | 1.60 M | $205.46 M | 18.08% | 0.08% |
| FMR LLC | 11/13/2025 | 1.60 M | $205.15 M | 3.81% | 0.08% |
| STATE STREET CORP | 11/14/2025 | 1.50 M | $194.60 M | -6.10% | 0.08% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2025 | 1.40 M | $180.06 M | -43.89% | 0.07% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 1.23 M | $158.17 M | 18.45% | 0.06% |
| SCHARF INVESTMENTS, LLC | 11/13/2025 | 1.21 M | $155.29 M | -4.08% | 0.06% |
| MARSHALL WACE, LLP | 11/13/2025 | 1.17 M | $149.88 M | -18.37% | 0.06% |
| CHEVY CHASE TRUST HOLDINGS, LLC | 11/14/2025 | 1.14 M | $145.71 M | 0.08% | 0.06% |
| BANK OF MONTREAL /CAN/ | 11/13/2025 | 1.05 M | $134.04 M | 84.99% | 0.05% |
| NATIXIS ADVISORS, L.P. | 11/13/2025 | 900.02 K | $115.42 M | 4.53% | 0.05% |
| BALYASNY ASSET MANAGEMENT L.P. | 11/14/2025 | 863.63 K | $110.75 M | -1.52% | 0.04% |
| EARNEST PARTNERS LLC | 11/14/2025 | 840.03 K | $107.72 M | -1.20% | 0.04% |
| TRUIST FINANCIAL CORP | 11/03/2025 | 832.61 K | $106.77 M | 4.28% | 0.04% |
| CLARK CAPITAL MANAGEMENT GROUP, INC. | 11/14/2025 | 700.86 K | $89.88 M | -15.66% | 0.04% |
| HARDING LOEVNER LP | 11/14/2025 | 629.96 K | $80.80 M | 100.93% | 0.03% |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 11/10/2025 | 606.78 K | $77.81 M | 77.98% | 0.03% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 584.65 K | $75.01 M | -7.36% | 0.03% |
| BRISTOL JOHN W & CO INC /NY/ | 11/13/2025 | 581.72 K | $74.60 M | -1.78% | 0.03% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 565.80 K | $72.56 M | -28.55% | 0.03% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 561.06 K | $71.95 M | -4.64% | 0.03% |
| ROYAL BANK OF CANADA | 11/14/2025 | 551.93 K | $70.78 M | 9.55% | 0.03% |
| LPL FINANCIAL LLC | 11/12/2025 | 551.54 K | $70.73 M | 19.87% | 0.03% |
| JPMORGAN CHASE & CO | 11/26/2025 | 537.54 K | $68.93 M | 18.06% | 0.03% |
| SEI INVESTMENTS CO | 11/13/2025 | 520.09 K | $66.70 M | 1.63% | 0.03% |
| 11/12/2025 | 503.45 K | $64.56 M | 100.00% | 0.03% | |
| CIBC PRIVATE WEALTH GROUP, LLC | 11/24/2025 | 495.79 K | $63.58 M | 3.86% | 0.03% |
| NEWEDGE WEALTH, LLC | 11/07/2025 | 486.46 K | $61.05 M | 4.41% | 0.03% |
| HARVEST PORTFOLIOS GROUP INC. | 11/12/2025 | 485.33 K | $62.24 M | -1.47% | 0.02% |
| CI PRIVATE WEALTH, LLC | 11/14/2025 | 458.54 K | $58.80 M | 1.26% | 0.02% |
| FIRST TRUST ADVISORS LP | 11/12/2025 | 455.00 K | $58.35 M | 8.58% | 0.02% |
| VAN ECK ASSOCIATES CORP | 11/13/2025 | 444.66 K | $57.02 M | 11.31% | 0.02% |
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Novartis AG institutional Ownership - FAQ's
During the previous two years, 2029 institutional investors and hedge funds held shares of Novartis AG. The most heavily invested institutionals were:
DODGE & COX: 10.59 M
PRIMECAP MANAGEMENT CO/CA/: 9.34 M
DIMENSIONAL FUND ADVISORS LP: 8.84 M
MORGAN STANLEY: 7.73 M
Fisher Asset Management, LLC: 7.24 M
LOOMIS SAYLES & CO L P: 5.66 M
6.90% of Novartis AG stock is owned by institutional investors.
Institutional investors have bought a total of 179.34 M shares in the last 24 months. This purchase volume represents approximately $23.74 B in transactions.