$NVS

$153.81 +$2.69 (1.78%) Close

$NVS Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 1.91B shares outstanding

Who owns NVS?

By type of holder

Institutions 7.1% Everyone else 92.9%

No insider has reported a holding in the last two years, so insiders are counted in "Everyone else".

Concentration Top 10 holders own 3.2%

Fisher Asset Management, LLC 0.8% · Morgan Stanley 0.5%

Institutional ownership

7.1%

-0.5 pts vs last qtr

Institutional holders

1,600

+9 vs last qtr

Net shares bought

−8.7M

by institutions in Q2 2026

New / sold out

131 / 122

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Jupiter Topco LLC NEW +2.2M
Fisher Asset Management, LLC +1.6M

Biggest sellers in Q2 2026

Dodge & Cox −6.2M
Goldman Sachs Group Inc −3.5M

Who is planning to sell?

Notices of proposed sale, last 12 months

$7.14M

3 notices from 2 people

Shares covered

45.0K

0.00% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Marshall Fiona Officer $4.96M
Bulto Carulla Victor Officer $2.18M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for Novartis AG.

How patient are the owners?

Institutional shares by how long they've been held

5+ years78% 3–5 years4% 1–3 years9% Under 1 year9%

Quarterly turnover

11.5%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting NVS on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
FA Fisher Asset Management, LLC	15.5M	0.81%	+1.6M (+11.8%)	≤2021	0.7%
Shares held by quarter Peak holding15.5M (Q2'26) Change over 8 quarters+13.8M Share of the company0.810% Fisher Asset Management, LLC's full portfolio →
MS Morgan Stanley	8.7M	0.46%	+199.8K (+2.3%)	≤2021	0.1%
Shares held by quarter Peak holding8.9M (Q4'25) Change over 8 quarters+1.7M Share of the company0.460% Morgan Stanley's full portfolio →

Fisher Asset Management, LLC

15.5M

% of company

0.81%

Change vs last qtr

+1.6M (+11.8%)

Held since

≤2021

Morgan Stanley

8.7M

% of company

0.46%

Change vs last qtr

+199.8K (+2.3%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Novartis AG, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting NVS on Form N-PORT; together they hold 1.4% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
DC Dodge & Cox Stock Fund Dodge & Cox Funds	$777M	5.1M	0.27%	0.68%	March 31, 2026
IC International Core Equity 2 Portfolio Dfa Investment Dimensions Group Inc	$322M	2.1M	0.11%	0.76%	July 31, 2026

Dodge & Cox Stock Fund

Dodge & Cox Funds

Position value

$777M

% of company

0.27%

% of the fund

0.68%

As of

March 31, 2026

International Core Equity 2 Portfolio

Dfa Investment Dimensions Group Inc

Position value

$322M

% of company

0.11%

% of the fund

0.76%

As of

July 31, 2026

23 more funds behind a free account

See every fund holding Novartis AG and how much of the fund the position is.

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