Novartis AG Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| DODGE & COX | 02/13/2025 | 12.21 M | $1.19 B | -0.06% | 0.61% |
| PRIMECAP MANAGEMENT CO/CA/ | 02/10/2025 | 11.03 M | $1.07 B | -8.19% | 0.55% |
| DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 8.18 M | $796.37 M | 1.12% | 0.41% |
| LOOMIS SAYLES & CO L P | 02/12/2025 | 5.58 M | $542.69 M | -3.34% | 0.28% |
| FRANKLIN RESOURCES INC | 02/12/2025 | 4.36 M | $423.84 M | -0.49% | 0.22% |
| WELLINGTON MANAGEMENT GROUP LLP | 02/12/2025 | 3.65 M | $354.97 M | -8.78% | 0.18% |
| RENAISSANCE TECHNOLOGIES LLC | 02/13/2025 | 2.67 M | $259.71 M | 16.00% | 0.13% |
| PRINCIPAL FINANCIAL GROUP INC | 01/31/2025 | 2.43 M | $236.16 M | -1.73% | 0.12% |
| JANUS HENDERSON GROUP PLC | 02/14/2025 | 2.36 M | $229.51 M | -7.21% | 0.12% |
| GOLDMAN SACHS GROUP INC | 02/11/2025 | 2.28 M | $222.18 M | -34.51% | 0.11% |
| CULLEN CAPITAL MANAGEMENT, LLC | 02/13/2025 | 2.16 M | $209.86 M | -4.23% | 0.11% |
| FISHER ASSET MANAGEMENT, LLC | 02/05/2025 | 2.00 M | $194.91 M | 17.41% | 0.10% |
| BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 1.96 M | $191.11 M | 0.82% | 0.10% |
| ENVESTNET ASSET MANAGEMENT INC | 02/13/2025 | 1.94 M | $188.66 M | -0.77% | 0.10% |
| WELLS FARGO & COMPANY/MN | 02/13/2025 | 1.90 M | $184.65 M | -4.35% | 0.09% |
| UBS GROUP AG | 02/14/2025 | 1.70 M | $165.18 M | 23.92% | 0.08% |
| FMR LLC | 02/13/2025 | 1.32 M | $128.20 M | -2.66% | 0.07% |
| SCHARF INVESTMENTS, LLC | 01/24/2025 | 1.20 M | $117.10 M | -5.83% | 0.06% |
| CHEVY CHASE TRUST HOLDINGS, LLC | 01/30/2025 | 1.16 M | $112.99 M | 4.69% | 0.06% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 944,200 | $91.88 M | 75.50% | 0.05% |
| RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 907,812 | $88.34 M | 100.00% | 0.05% |
| CAPITAL RESEARCH GLOBAL INVESTORS | 02/13/2025 | 907,138 | $88.27 M | 0.19% | 0.05% |
| NATIXIS ADVISORS, L.P. | 02/10/2025 | 872,465 | $84.90 M | -7.07% | 0.04% |
| EARNEST PARTNERS LLC | 02/14/2025 | 795,911 | $77.45 M | -1.64% | 0.04% |
| TRUIST FINANCIAL CORP | 01/31/2025 | 771,655 | $75.09 M | 3.64% | 0.04% |
| BANK OF NEW YORK MELLON CORP | 02/04/2025 | 711,245 | $69.21 M | -6.49% | 0.04% |
| MONDRIAN INVESTMENT PARTNERS LTD | 02/13/2025 | 658,003 | $68.91 M | -34.21% | 0.03% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/14/2025 | 634,574 | $61.75 M | 301.24% | 0.03% |
| D. E. SHAW & CO., INC. | 02/14/2025 | 612,379 | $59.59 M | 1,164.62% | 0.03% |
| BRISTOL JOHN W & CO INC /NY/ | 02/26/2025 | 609,682 | $59.33 M | -2.25% | 0.03% |
| ROYAL BANK OF CANADA | 02/14/2025 | 590,722 | $57.48 M | 0.82% | 0.03% |
| GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC | 02/13/2025 | 577,901 | $56.24 M | -13.10% | 0.03% |
| CLARK CAPITAL MANAGEMENT GROUP, INC. | 02/14/2025 | 556,302 | $54.13 M | -2.87% | 0.03% |
| FIRST TRUST ADVISORS LP | 02/13/2025 | 562,487 | $54.74 M | 9.70% | 0.03% |
| CI PRIVATE WEALTH, LLC | 02/10/2025 | 541,528 | $52.70 M | -6.60% | 0.03% |
| BANK OF MONTREAL /CAN/ | 02/13/2025 | 540,312 | $52.58 M | -30.82% | 0.03% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 539,700 | $52.52 M | 91.72% | 0.03% |
| HARVEST PORTFOLIOS GROUP INC. | 02/14/2025 | 530,340 | $51.61 M | 6.44% | 0.03% |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 01/27/2025 | 528,682 | $51.55 M | 128.08% | 0.03% |
| SEI INVESTMENTS CO | 02/11/2025 | 531,885 | $51.76 M | 3.21% | 0.03% |
| D.A. DAVIDSON & CO. | 01/31/2025 | 464,582 | $45.21 M | -4.63% | 0.02% |
| AMERICAN CENTURY COMPANIES INC | 02/11/2025 | 453,393 | $44.12 M | -10.96% | 0.02% |
| CIBC PRIVATE WEALTH GROUP, LLC | 02/12/2025 | 451,562 | $45.26 M | -8.34% | 0.02% |
| NEWEDGE WEALTH, LLC | 02/05/2025 | 424,648 | $41.32 M | 8.26% | 0.02% |
| JPMORGAN CHASE & CO | 02/12/2025 | 423,142 | $41.18 M | 35.59% | 0.02% |
| PACER ADVISORS, INC. | 01/22/2025 | 400,010 | $38.92 M | 3.90% | 0.02% |
| TCTC HOLDINGS, LLC | 02/10/2025 | 394,690 | $38.41 M | -0.08% | 0.02% |
| TODD ASSET MANAGEMENT LLC | 02/04/2025 | 391,181 | $38.07 M | -0.80% | 0.02% |
| CREATIVE PLANNING | 02/14/2025 | 353,759 | $34.42 M | 2.55% | 0.02% |
| AMERIPRISE FINANCIAL INC | 02/14/2025 | 350,963 | $34.15 M | -17.39% | 0.02% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Novartis AG institutional Ownership - FAQ's
During the previous two years, 1850 institutional investors and hedge funds held shares of Novartis AG. The most heavily invested institutionals were:
DODGE & COX: 12.21 M
PRIMECAP MANAGEMENT CO/CA/: 11.03 M
DIMENSIONAL FUND ADVISORS LP: 8.18 M
LOOMIS SAYLES & CO L P: 5.58 M
FRANKLIN RESOURCES INC: 4.36 M
WELLINGTON MANAGEMENT GROUP LLP: 3.65 M
6.56% of Novartis AG stock is owned by institutional investors.
Institutional investors have bought a total of 172.00 M shares in the last 24 months. This purchase volume represents approximately $16.80 B in transactions.