Novartis AG Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| FISHER ASSET MANAGEMENT, LLC | 05/05/2026 | 13.89 M | $2.12 B | 85.99% | 0.73% |
| MORGAN STANLEY | 05/15/2026 | 8.53 M | $1.30 B | -3.94% | 0.45% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 8.11 M | $1.24 B | -4.86% | 0.42% |
| PRIMECAP MANAGEMENT CO/CA/ | 05/11/2026 | 7.57 M | $1.16 B | -0.16% | 0.40% |
| DODGE & COX | 05/14/2026 | 6.97 M | $1.06 B | -22.71% | 0.36% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 6.53 M | $996.81 M | 137.69% | 0.34% |
| LOOMIS SAYLES & CO L P | 05/14/2026 | 5.43 M | $828.84 M | -1.95% | 0.28% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 4.96 M | $758.07 M | 9.10% | 0.26% |
| FRANKLIN RESOURCES INC | 05/13/2026 | 3.41 M | $520.87 M | -23.87% | 0.18% |
| BLACKROCK, INC. | 05/13/2026 | 2.95 M | $450.58 M | 5.05% | 0.15% |
| NORTHERN TRUST CORP | 05/14/2026 | 2.79 M | $425.60 M | 18.50% | 0.15% |
| GQG PARTNERS LLC | 05/12/2026 | 2.45 M | $373.82 M | -22.51% | 0.13% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 2.31 M | $353.06 M | 29.69% | 0.12% |
| JANUS HENDERSON GROUP PLC | 05/18/2026 | 2.28 M | $347.65 M | 1.86% | 0.12% |
| NATIXIS ADVISORS, L.P. | 05/13/2026 | 2.24 M | $341.57 M | 166.72% | 0.12% |
| CULLEN CAPITAL MANAGEMENT, LLC | 05/15/2026 | 2.04 M | $311.30 M | -2.06% | 0.11% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 1.93 M | $295.06 M | 4.67% | 0.10% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 1.90 M | $289.56 M | 2.91% | 0.10% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 1.82 M | $270.05 M | 828.15% | 0.10% |
| JPMORGAN CHASE & CO | 05/13/2026 | 1.80 M | $271.35 M | 204.51% | 0.09% |
| UBS GROUP AG | 05/05/2026 | 1.79 M | $273.90 M | 31.73% | 0.09% |
| FMR LLC | 05/15/2026 | 1.69 M | $258.60 M | 1.85% | 0.09% |
| PRINCIPAL FINANCIAL GROUP INC | 05/04/2026 | 1.53 M | $234.13 M | -15.28% | 0.08% |
| WCM INVESTMENT MANAGEMENT, LLC | 05/07/2026 | 1.46 M | $220.00 M | 100.00% | 0.08% |
| STATE STREET CORP | 05/15/2026 | 1.39 M | $216.16 M | -4.43% | 0.07% |
| LMR PARTNERS LLP | 05/15/2026 | 1.30 M | $199.16 M | 51.11% | 0.07% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 1.11 M | $169.83 M | -17.21% | 0.06% |
| CHEVY CHASE TRUST HOLDINGS, LLC | 05/15/2026 | 1.05 M | $160.36 M | -1.09% | 0.05% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 996.40 K | $152.20 M | -36.70% | 0.05% |
| TRUIST FINANCIAL CORP | 04/27/2026 | 941.82 K | $143.86 M | 6.14% | 0.05% |
| VAN ECK ASSOCIATES CORP | 05/15/2026 | 891.80 K | $136.22 M | -7.17% | 0.05% |
| EARNEST PARTNERS LLC | 05/15/2026 | 885.29 K | $135.23 M | -3.92% | 0.05% |
| LORD, ABBETT & CO. LLC | 05/14/2026 | 830.29 K | $126.83 M | 126.76% | 0.04% |
| CITADEL ADVISORS LLC | 05/15/2026 | 714.70 K | $109.17 M | 60.90% | 0.04% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 703.18 K | $107.41 M | 13.73% | 0.04% |
| LPL FINANCIAL LLC | 05/06/2026 | 620.43 K | $94.77 M | 2.09% | 0.03% |
| SEI INVESTMENTS CO | 05/13/2026 | 619.27 K | $94.59 M | 9.60% | 0.03% |
| ROYAL BANK OF CANADA | 05/15/2026 | 618.71 K | $94.51 M | 7.06% | 0.03% |
| SCHARF INVESTMENTS, LLC | 04/13/2026 | 589.23 K | $90.01 M | -38.81% | 0.03% |
| HARDING LOEVNER LP | 05/15/2026 | 584.26 K | $89.23 M | -3.17% | 0.03% |
| BRISTOL JOHN W & CO INC /NY/ | 05/14/2026 | 561.84 K | $85.82 M | -1.38% | 0.03% |
| NEWEDGE WEALTH, LLC | 05/13/2026 | 546.51 K | $83.48 M | 8.15% | 0.03% |
| 05/12/2026 | 537.81 K | $82.19 M | 100.00% | 0.03% | |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 532.55 K | $81.36 M | -6.52% | 0.03% |
| CREATIVE PLANNING | 05/12/2026 | 528.81 K | $80.78 M | 20.47% | 0.03% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 05/11/2026 | 505.44 K | $77.21 M | -22.38% | 0.03% |
| HARVEST PORTFOLIOS GROUP INC. | 05/14/2026 | 454.68 K | $69.45 M | -7.59% | 0.02% |
| CI PRIVATE WEALTH, LLC | 05/15/2026 | 440.53 K | $67.17 M | -8.21% | 0.02% |
| TODD ASSET MANAGEMENT LLC | 05/12/2026 | 432.01 K | $65.99 M | -0.52% | 0.02% |
| ASSETMARK, INC | 05/06/2026 | 403.77 K | $61.68 M | -0.60% | 0.02% |
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Novartis AG institutional Ownership - FAQ's
During the previous two years, 2171 institutional investors and hedge funds held shares of Novartis AG. The most heavily invested institutionals were:
Fisher Asset Management, LLC: 13.89 M
MORGAN STANLEY: 8.53 M
DIMENSIONAL FUND ADVISORS LP: 8.11 M
PRIMECAP MANAGEMENT CO/CA/: 7.57 M
DODGE & COX: 6.97 M
GOLDMAN SACHS GROUP INC: 6.53 M
7.54% of Novartis AG stock is owned by institutional investors.
Institutional investors have bought a total of 189.68 M shares in the last 24 months. This purchase volume represents approximately $30.88 B in transactions.