Novartis Ownership | Who Owns Novartis?
Novartis Ownership Summary
Novartis is owned by 6.71% institutional investors, and 93.29% retail investors. Dodge & cox is the largest institutional shareholder, holding 0.60% of NVS shares. Dodge & Cox Stock I is the top mutual fund, with 0.47% of its assets in Novartis shares.
NVS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Novartis | 6.71% | - | 93.29% |
| Sector | Healthcare Stocks | 46.80% | 8.14% | 45.06% |
| Industry | Drug Manufacturers - General Stocks | 55.48% | 0.09% | 44.43% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Dodge & cox | 12.24M | 0.60% | $1.30B |
| Primecap management co/ca/ | 12.18M | 0.60% | $1.30B |
| Morgan stanley | 7.42M | 0.36% | $789.58M |
| Dimensional fund advisors lp | 7.41M | 0.36% | $788.63M |
| Loomis sayles & co l p | 5.95M | 0.29% | $632.95M |
| Franklin resources | 5.34M | 0.26% | $568.44M |
| Bank of america corp /de/ | 4.85M | 0.24% | $515.80M |
| Wellington management group llp | 4.38M | 0.21% | $466.79M |
| Goldman sachs group | 3.08M | 0.15% | $328.01M |
| Cullen capital management | 2.87M | 0.14% | $305.58M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Foresight global investors | 171.30K | 8.77% | $18.24M |
| Martin investment management | 228.94K | 6.25% | $24.37M |
| Promethos capital | 141.08K | 5.68% | $15.00M |
| Scharf investments | 1.35M | 4.10% | $143.88M |
| Managed asset portfolios | 244.81K | 3.86% | $26.06M |
| Garland capital management | 50.01K | 3.76% | $5.32M |
| Prentiss smith | 48.81K | 3.62% | $5.20M |
| Solutions 4 wealth | 14.85K | 3.59% | $1.58M |
| Cullen capital management | 2.87M | 3.52% | $305.58M |
| First fiduciary investment counsel | 141.57K | 3.27% | $15.07M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Dimensional fund advisors lp | 7.41M | 0.21% | 1.39M |
| Bank of new york mellon | 1.90M | 0.04% | 1.25M |
| Bank of montreal /can/ | 657.90K | 0.02% | 509.57K |
| Clark capital management group | 491.61K | 0.38% | 491.61K |
| Hudson bay capital management lp | 400.00K | 0.20% | 400.00K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Magnetar financial | - | - | -1.31M |
| Mondrian investment partners | 1.27M | 2.18% | -793.26K |
| Citigroup | 251.54K | 0.02% | -664.63K |
| Canada pension plan investment board | - | - | -606.89K |
| Qube research | 175.48K | 0.03% | -554.23K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Hudson bay capital management lp | 400.00K | 0.20% | 400.00K | $42.58M |
| Hsbc | 214.96K | 0.01% | 214.96K | $22.98M |
| Manning & napier advisors | 141.31K | 0.17% | 141.31K | $15.04M |
| Chase investment counsel | 53.88K | 2.01% | 53.88K | $6.01M |
| Lighthouse investment partners | 48.31K | 0.20% | 48.31K | $5.14M |
Sold Out
| Holder | Change |
|---|---|
| Northwest financial advisors | -13.00 |
| Granite fo | -14.00 |
| Dixon mitchell investment counsel | -16.00 |
| Financial connections group | -22.00 |
| Trunorth capital management | -24.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 1,300 | 2.69% | 137,078,298 | -2.23% | 6 | 14.25% | 556 | 7.13% | 469 | 0.64% |
| Mar 31, 2024 | 1,266 | -1.40% | 140,198,876 | -0.45% | 6 | 14.53% | 519 | -3.89% | 466 | 5.19% |
| Dec 31, 2023 | 1,284 | 4.05% | 140,828,885 | -5.07% | 6 | 13.27% | 540 | 15.38% | 443 | -0.89% |
| Sep 30, 2023 | 1,234 | 0.98% | 148,351,170 | -0.17% | 7 | 14.13% | 468 | 6.12% | 447 | -6.29% |
| Jun 30, 2023 | 1,222 | 2.26% | 148,608,405 | -14.96% | 7 | 10.40% | 441 | -1.56% | 477 | -4.02% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Dodge & Cox Stock I | 9.44M | 0.47% | - |
| Vanguard PRIMECAP Inv | 7.78M | 0.39% | -2.00K |
| DFA International Core Equity I | 2.45M | 0.12% | 142.94K |
| Hartford Dividend and Growth Y | 2.02M | 0.10% | - |
| Vanguard Capital Opportunity Inv | 1.89M | 0.09% | -18.57K |
| Principal Equity Income A | 1.74M | 0.09% | -4.85K |
| Loomis Sayles Growth Y | 1.54M | 0.08% | -4.99K |
| Franklin Mutual Global Discovery Z | 1.43M | 0.07% | -248.42K |
| Russell Investments Core Equity SMA | 1.42M | 0.07% | - |
| Franklin Mutual Shares Z | 1.24M | 0.06% | -215.18K |
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