Novartis AG Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| FISHER ASSET MANAGEMENT, LLC | 08/04/2026 | 15.52 M | $2.43 B | 11.79% | 0.81% |
| MORGAN STANLEY | 08/13/2026 | 8.73 M | $1.37 B | 2.34% | 0.46% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 8.12 M | $1.27 B | 0.09% | 0.43% |
| PRIMECAP MANAGEMENT CO/CA/ | 08/14/2026 | 6.59 M | $1.03 B | -12.89% | 0.35% |
| LOOMIS SAYLES & CO L P | 08/14/2026 | 5.24 M | $821.10 M | -3.44% | 0.28% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 4.91 M | $769.49 M | -1.07% | 0.26% |
| FRANKLIN RESOURCES INC | 08/13/2026 | 3.25 M | $509.54 M | -4.65% | 0.17% |
| BLACKROCK, INC. | 08/07/2026 | 3.05 M | $477.68 M | 3.33% | 0.16% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 2.98 M | $467.05 M | -54.33% | 0.16% |
| NORTHERN TRUST CORP | 08/13/2026 | 2.79 M | $437.68 M | 0.23% | 0.15% |
| NATIXIS ADVISORS, L.P. | 08/14/2026 | 2.39 M | $374.02 M | 6.72% | 0.13% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 2.33 M | $365.31 M | 0.85% | 0.12% |
| JPMORGAN CHASE & CO | 08/12/2026 | 2.26 M | $356.85 M | 25.48% | 0.12% |
| JUPITER TOPCO LLC | 08/14/2026 | 2.22 M | $348.13 M | 100.00% | 0.12% |
| GQG PARTNERS LLC | 08/12/2026 | 2.15 M | $337.13 M | -12.10% | 0.11% |
| LMR PARTNERS LLP | 08/14/2026 | 2.13 M | $334.21 M | 63.56% | 0.11% |
| FMR LLC | 08/13/2026 | 2.06 M | $322.44 M | 21.52% | 0.11% |
| CULLEN CAPITAL MANAGEMENT, LLC | 08/13/2026 | 2.03 M | $318.62 M | -0.24% | 0.11% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 1.97 M | $306.81 M | 8.36% | 0.10% |
| WCM INVESTMENT MANAGEMENT, LLC | 08/13/2026 | 1.90 M | $300.11 M | 30.15% | 0.10% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 1.83 M | $286.61 M | -3.53% | 0.10% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 1.80 M | $282.31 M | -6.76% | 0.09% |
| PRINCIPAL FINANCIAL GROUP INC | 08/04/2026 | 1.57 M | $245.39 M | 2.15% | 0.08% |
| UBS GROUP AG | 08/13/2026 | 1.18 M | $185.62 M | -33.95% | 0.06% |
| HOLOCENE ADVISORS, LP | 08/14/2026 | 1.04 M | $162.57 M | 100.00% | 0.05% |
| CHEVY CHASE TRUST HOLDINGS, LLC | 08/14/2026 | 1.03 M | $162.00 M | -1.53% | 0.05% |
| LORD, ABBETT & CO. LLC | 08/14/2026 | 1.00 M | $157.09 M | 20.72% | 0.05% |
| TRUIST FINANCIAL CORP | 07/28/2026 | 968.70 K | $151.81 M | 2.85% | 0.05% |
| EARNEST PARTNERS LLC | 08/13/2026 | 886.63 K | $138.95 M | 0.15% | 0.05% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 788.03 K | $123.50 M | -29.12% | 0.04% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 768.80 K | $120.49 M | -22.84% | 0.04% |
| DODGE & COX | 08/13/2026 | 759.37 K | $119.01 M | -89.10% | 0.04% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 758.03 K | $118.80 M | 100.00% | 0.04% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 08/13/2026 | 740.53 K | $116.06 M | 46.51% | 0.04% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 707.06 K | $110.81 M | 0.55% | 0.04% |
| LPL FINANCIAL LLC | 08/07/2026 | 666.27 K | $104.42 M | 7.39% | 0.04% |
| ROYAL BANK OF CANADA | 08/14/2026 | 638.68 K | $100.10 M | 3.23% | 0.03% |
| JANE STREET GROUP, LLC | 08/14/2026 | 634.80 K | $99.49 M | 902.84% | 0.03% |
| VAN ECK ASSOCIATES CORP | 08/14/2026 | 633.52 K | $99.29 M | -28.96% | 0.03% |
| SEI INVESTMENTS CO | 08/14/2026 | 591.57 K | $92.71 M | -4.47% | 0.03% |
| NEWEDGE WEALTH, LLC | 08/10/2026 | 579.49 K | $90.82 M | 6.03% | 0.03% |
| HARDING LOEVNER LP | 08/14/2026 | 578.23 K | $90.47 M | -1.03% | 0.03% |
| BRISTOL JOHN W & CO INC /NY/ | 08/13/2026 | 557.78 K | $87.41 M | -0.72% | 0.03% |
| CREATIVE PLANNING | 08/13/2026 | 546.66 K | $85.67 M | 3.37% | 0.03% |
| CIBC BANCORP USA INC. | 08/13/2026 | 524.07 K | $82.14 M | -2.55% | 0.03% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 508.40 K | $79.69 M | -4.54% | 0.03% |
| CITADEL ADVISORS LLC | 09/02/2026 | 484.70 K | $75.96 M | -32.18% | 0.03% |
| HARVEST PORTFOLIOS GROUP INC. | 08/13/2026 | 457.05 K | $71.63 M | 0.52% | 0.02% |
| ASSETMARK, INC | 07/30/2026 | 442.98 K | $69.42 M | 9.71% | 0.02% |
| CI PRIVATE WEALTH, LLC | 08/27/2026 | 437.21 K | $68.52 M | -0.75% | 0.02% |
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Novartis AG institutional Ownership - FAQ's
During the previous two years, 2345 institutional investors and hedge funds held shares of Novartis AG. The most heavily invested institutionals were:
Fisher Asset Management, LLC: 15.52 M
MORGAN STANLEY: 8.73 M
DIMENSIONAL FUND ADVISORS LP: 8.12 M
PRIMECAP MANAGEMENT CO/CA/: 6.59 M
LOOMIS SAYLES & CO L P: 5.24 M
BANK OF AMERICA CORP /DE/: 4.91 M
7.15% of Novartis AG stock is owned by institutional investors.
Institutional investors have bought a total of 184.96 M shares in the last 24 months. This purchase volume represents approximately $30.11 B in transactions.