Who owns Novartis AG, from the filings themselves: stakes over 5% (Schedule 13D/G), the institutional managers reporting the stock each quarter (13F), and the funds holding it (N-PORT).
Investors crossing 5% ownership must disclose it. Schedule 13G filers certify the stake is passive; Schedule 13D is the general form for everyone else — founders, strategic holders, and activists alike. Each entry is the holder's most recent disclosure. Coverage begins with SEC's structured filings from December 18, 2024; a holder appears once they file or amend after that date.
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 6.4% · 139,602,467 shares
Every institutional manager whose latest 13F reports this stock, largest position first. "% of their portfolio" is the weight inside that manager's own book — how much conviction the position represents; "% of company" is how much of Novartis AG they hold. Together these 1803 managers report 7.35% of shares outstanding.
| Investor | Position value | Shares | % of their portfolio | % of company | As of |
|---|---|---|---|---|---|
| Fisher Asset Management, LLC | $2.43B | 15,523,378 | 0.72% | 0.81% | June 30, 2026 |
| MORGAN STANLEY | $1.37B | 8,726,827 | 0.07% | 0.46% | June 30, 2026 |
1,801 more institutional holders behind a free account
See every manager reporting Novartis AG, how much of the company they hold, and how big the position is inside their own portfolio.
Sign up freeFunds disclosing this stock in their monthly N-PORT portfolio, with the position's share of the fund's net assets. Together these 167 funds hold 1.35% of shares outstanding — counted inside the manager totals above, not on top of them, since a fund's shares also appear in its manager's 13F.
| Fund | Position value | % of net assets | % of company | As of |
|---|---|---|---|---|
| Dodge & Cox Stock Fund | $777M | 0.68% | 0.27% | March 31, 2026 |
| INTERNATIONAL CORE EQUITY 2 PORTFOLIO | $317M | 0.76% | 0.11% | April 30, 2026 |
165 more funds behind a free account
See every fund holding Novartis AG and what share of its net assets the position represents.
Sign up freeLoading...
