Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in NVS held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Fisher Asset Management, LLC | 13.9M | $2.12B | +86.0% | 0.728% | 0.72% |
| 2 | MORGAN STANLEY | 8.5M | $1.30B | -3.9% | 0.447% | 0.08% |
| 3 | DIMENSIONAL FUND ADVISORS LP | 8.1M | $1.24B | -4.9% | 0.425% | 0.26% |
| 4 | PRIMECAP MANAGEMENT CO/CA/ | 7.6M | $1.16B | -0.2% | 0.397% | 0.91% |
| 5 | DODGE & COX | 7.0M | $1.06B | -22.7% | 0.365% | 0.58% |
| 6 | GOLDMAN SACHS GROUP INC | 6.5M | $996.8M | +137.8% | 0.342% | 0.11% |
| 7 | LOOMIS SAYLES & CO L P | 5.4M | $828.8M | -1.9% | 0.284% | 1.12% |
| 8 | BANK OF AMERICA CORP /DE/ | 5.0M | $758.1M | +9.1% | 0.260% | 0.06% |
| 9 | FRANKLIN RESOURCES INC | 3.4M | $520.9M | -23.9% | 0.179% | 0.13% |
| 10 | BlackRock, Inc. | 2.9M | $450.6M | +5.1% | 0.155% | 0.01% |
| 11 | NORTHERN TRUST CORP | 2.8M | $425.6M | +18.5% | 0.146% | 0.06% |
| 12 | GQG Partners LLC | 2.4M | $373.8M | -22.5% | 0.128% | 0.59% |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 2.3M | $353.1M | +29.7% | 0.121% | 0.09% |
| 14 | JANUS HENDERSON GROUP PLC | 2.3M | $347.6M | +1.9% | 0.119% | 0.17% |
| 15 | Cullen Capital Management, LLC | 2.0M | $311.3M | -2.1% | 0.107% | 3.19% |
| 16 | RAYMOND JAMES FINANCIAL INC | 1.9M | $295.1M | +4.7% | 0.101% | 0.09% |
| 17 | WELLS FARGO & COMPANY/MN | 1.9M | $289.6M | +2.9% | 0.099% | 0.06% |
| 18 | UBS Group AG | 1.8M | $273.9M | +31.7% | 0.094% | 0.04% |
| 19 | JONES FINANCIAL COMPANIES LLLP | 1.8M | $270.1M | +828.1% | 0.096% | 0.13% |
| 20 | FMR LLC | 1.7M | $258.6M | +1.8% | 0.089% | 0.01% |
| 21 | PRINCIPAL FINANCIAL GROUP INC | 1.5M | $234.1M | -15.3% | 0.080% | 0.13% |
| 22 | WCM INVESTMENT MANAGEMENT, LLC | 1.5M | $220.0M | β | 0.077% | 0.50% |
| 23 | STATE STREET CORP | 1.4M | $216.2M | -4.4% | 0.073% | 0.01% |
| 24 | LMR Partners LLP | 1.4M | $214.1M | β | 0.073% | 1.63% |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.4M | $206.8M | -42.7% | 0.071% | 0.02% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in NVS β a direct measure of their conviction.
Filings activity in NVS during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new NVS position in Q1 2026
Institutions that fully closed their NVS position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,553 | +6.5% | 7.28% | +1.07 pp | $21.25B | +17% |
| Q4 2025 | 1,458 | +8.1% | 6.21% | +0.46 pp | $18.12B | +8.0% |
| Q3 2025 | 1,349 | +0.8% | 5.75% | 0.11 pp | $16.78B | 2.0% |
| Q2 2025 | 1,338 | +1.9% | 5.86% | +0.90 pp | $17.12B | +18% |
| Q1 2025 | 1,313 | +1.4% | 4.96% | +0.90 pp | $14.49B | +22% |
| Q4 2024 | 1,295 | +3.1% | 4.06% | 0.88 pp | $11.85B | 18% |
| Q3 2024 | 1,256 | 0.2% | 4.94% | 0.37 pp | $14.43B | 7.0% |
| Q2 2024 | 1,258 | β | 5.31% | β | $15.52B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying NVS stock.
Based on Q1 2026 13F filings, institutional ownership of Novartis AG stands at 7.3%, held across 1,553 reporting institutions.
Fisher Asset Management, LLC is the largest reported institutional holder of NVS, with approximately 13,885,749 shares worth $2.12B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of NVS, including Fisher Asset Management, LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for NVS is 73 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
218 institutions opened new positions in NVS during Q1 2026, while 123 fully exited. 1,125 added to existing positions and 203 trimmed.
NVS institutional ownership rose by 1.07 percentage points quarter-over-quarter, with a net change of +95 holders.
The top 10 institutions account for 49.1% of all reported 13F value in NVS, and the top 25 account for 69.3%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Novartis AG (NVS) Institutional Ownership