Novartis Ownership | Who Owns Novartis?
Novartis Ownership Summary
Novartis is owned by 6.19% institutional investors, 0.05% insiders, and 93.76% retail investors. Dodge & cox is the largest institutional shareholder, holding 0.61% of NVS shares. GMO Intl Op Value Composite is the top mutual fund, with 0.59% of its assets in Novartis shares.
NVS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Novartis | 6.19% | 0.05% | 93.76% |
| Sector | Healthcare Stocks | 57.39% | 9.93% | 32.68% |
| Industry | Drug Manufacturers - General Stocks | 45.98% | 1.80% | 52.22% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Dodge & cox | 12.21M | 0.61% | $1.19B |
| Primecap management co/ca/ | 11.03M | 0.55% | $1.07B |
| Dimensional fund advisors lp | 8.18M | 0.41% | $796.37M |
| Morgan stanley | 7.42M | 0.36% | $789.58M |
| Loomis sayles & co l p | 5.58M | 0.28% | $542.69M |
| Bank of america corp /de/ | 4.85M | 0.24% | $515.80M |
| Franklin resources | 4.36M | 0.22% | $423.84M |
| Wellington management group llp | 3.65M | 0.18% | $354.97M |
| Renaissance | 2.67M | 0.13% | $259.71M |
| Principal financial group | 2.43M | 0.12% | $236.16M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Foresight global investors | 232.37K | 16.52% | $22.61M |
| Martin investment management | 227.08K | 6.07% | $22.10M |
| Promethos capital | 156.09K | 5.36% | $15.19M |
| Scharf investments | 1.20M | 3.47% | $117.10M |
| Garland capital management | 42.16K | 3.36% | $4.10M |
| Prentiss smith | 48.35K | 3.08% | $4.70M |
| First fiduciary investment counsel | 142.10K | 2.81% | $13.83M |
| Managed asset portfolios | 193.02K | 2.78% | $18.78M |
| Seaview investment managers | 97.33K | 2.62% | $9.47M |
| Cullen capital management | 2.16M | 2.44% | $209.86M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Raymond james financial | 907.81K | 0.03% | 907.81K |
| D. e. shaw | 612.38K | 0.04% | 563.96K |
| Clark capital management group | 491.61K | 0.38% | 491.61K |
| Qube research | 634.57K | 0.08% | 476.42K |
| Renaissance | 2.67M | 0.38% | 368.17K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Magnetar financial | - | - | -1.31M |
| Goldman sachs group | 2.28M | 0.04% | -1.20M |
| Primecap management co/ca/ | 11.03M | 0.83% | -983.02K |
| Arrowstreet capital, limited partnership | 11.05K | 0.00% | -888.87K |
| Canada pension plan investment board | - | - | -606.89K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Raymond james financial | 907.81K | 0.03% | 907.81K | $88.34M |
| Parkwood | 117.99K | 1.30% | 117.99K | $11.48M |
| Point72 europe (london) llp | 105.83K | 0.60% | 105.83K | $10.30M |
| Victory capital management | 96.24K | 0.01% | 96.24K | $9.37M |
| Marshall wace, llp | 88.67K | 0.01% | 88.67K | $8.63M |
Sold Out
| Holder | Change |
|---|---|
| Proffitt & goodson | -7.00 |
| Tortoise investment management | -10.00 |
| Northwest financial advisors | -13.00 |
| Dixon mitchell investment counsel | -16.00 |
| Highmark wealth management | -21.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 1,202 | -9.42% | 124,525,127 | -5.58% | 6 | 14.40% | 505 | -1.37% | 422 | -11.34% |
| Sep 30, 2024 | 1,311 | -1.21% | 131,800,179 | -4.30% | 6 | 14.27% | 503 | -10.82% | 471 | -2.48% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| GMO Intl Op Value Composite | 11.56M | 0.59% | 11.56M |
| Dodge & Cox Stock I | 9.43M | 0.47% | -9.40K |
| Vanguard PRIMECAP Inv | 7.50M | 0.38% | -281.42K |
| DFA International Core Equity I | 2.45M | 0.12% | - |
| Hartford Dividend and Growth Y | 2.02M | 0.10% | - |
| Vanguard Capital Opportunity Inv | 1.72M | 0.09% | -161.70K |
| Franklin Mutual Global Discovery Z | 1.68M | 0.09% | 1.59M |
| Principal Equity Income A | 1.63M | 0.08% | -90.20K |
| Franklin Mutual Shares Z | 1.55M | 0.08% | 138.30K |
| Loomis Sayles Growth Y | 1.44M | 0.07% | 2.97K |
NVS Ownership FAQ
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