L3VLUP

NVS · VRTX in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • NVS
  • VRTX
010203040202120222023202420252026
Holders and value by quarter
QuarterNVSVRTX
Q3 202010 holders, $3.8bn31 holders, $21.9bn
Q4 202010 holders, $3.7bn30 holders, $18.4bn
Q1 20219 holders, $3.1bn31 holders, $15.4bn
Q2 202113 holders, $3.8bn30 holders, $12.7bn
Q3 202110 holders, $3.9bn35 holders, $10.1bn
Q4 202114 holders, $4.4bn28 holders, $12.4bn
Q1 202214 holders, $4.4bn23 holders, $16.1bn
Q2 202213 holders, $3.8bn25 holders, $18.1bn
Q3 202213 holders, $3.2bn22 holders, $18.4bn
Q4 202211 holders, $3.9bn28 holders, $18.4bn
Q1 202315 holders, $3.5bn26 holders, $21.4bn
Q2 202311 holders, $3.0bn27 holders, $24.7bn
Q3 202310 holders, $2.9bn33 holders, $24.3bn
Q4 202310 holders, $2.5bn32 holders, $28.6bn
Q1 20249 holders, $2.3bn31 holders, $29.8bn
Q2 20249 holders, $2.5bn29 holders, $33.4bn
Q3 20247 holders, $2.7bn27 holders, $33.5bn
Q4 20248 holders, $2.2bn26 holders, $28.5bn
Q1 20259 holders, $2.6bn21 holders, $35.4bn
Q2 20259 holders, $2.6bn21 holders, $32.3bn
Q3 20257 holders, $2.3bn22 holders, $25.9bn
Q4 20257 holders, $2.0bn26 holders, $31.8bn
Q1 20266 holders, $1.7bn25 holders, $31.8bn
Q2 20269 holders, $999m26 holders, $34.6bn
NVS

Novartis AG

Holders
9
Reported value
$2.6bn
Buyers
4
Sellers
6

Breadth -2 among 95 comparable managers.

VRTX

Vertex Pharmaceuticals Inc

Holders
21
Reported value
$32.3bn
Buyers
11
Sellers
11

Breadth 0 among 95 comparable managers.

Who holds both, Q2 2025

Among the 26 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

Back to the 13F Explorer →