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NVS in the 13F filings

Novartis AG · CUSIP 66987V109

Sector · Pharmaceuticals and biotechnologyTheme · Healthcare: biopharma and medtech· L3VLUP-definedTheme · Pharmaceutical preparations
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Dec 2024
the date the book describes
Filed
14 Feb 2025
latest of these filings; the earliest 11 Feb 2025
Managers listing it
8
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q3 2024 and Q4 2024; 6 listed it in both
Shares listed
22,546,704
combined, among listed positions
Reported value
$2.2bn
combined, at the quarter end

Among the 94 comparable managers: 5 buyers (opened or added shares) and 3 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing NVS in Q4 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

8 of 8 holders

ActionFiling
Dodge & Cox12,214,665$1.2bn0.69%Trimmed-7,21113 Feb 2025 (the filing on sec.gov)
Wellington Management Group LLP3,647,861$355m0.06%Trimmed-351,31412 Feb 2025 (the filing on sec.gov)
Renaissance Technologies LLC2,668,849$260m0.38%Added+368,17113 Feb 2025 (the filing on sec.gov)
Janus Henderson Group Ltd2,358,523$230m0.12%Trimmed-183,33814 Feb 2025 (the filing on sec.gov)
Capital Research Global Investors907,138$88munder 0.1%Added+1,70313 Feb 2025 (the filing on sec.gov)
D. E. Shaw & Co.612,379$60munder 0.1%Addedn.a.14 Feb 2025 (the filing on sec.gov)
Quantbot Technologies LP74,871$7.3m0.27%Added+34,89511 Feb 2025 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC62,418$6.1munder 0.1%Newnew14 Feb 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2024 to Q4 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (1)

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
7 in Q3 2024 to 9 in Q2 2026

Tracked managers listing it, at least.

051015202014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
NVS by quarter
QuarterHoldersReported valueBuyersSellers
Q2 201310$4.4bnn.a.n.a.
Q3 20138$4.7bnn.a.n.a.
Q4 20139$4.7bnn.a.n.a.
Q1 201410$4.9bnn.a.n.a.
Q2 20149$5.5bnn.a.n.a.
Q3 201414$5.8bnn.a.n.a.
Q4 201414$5.7bnn.a.n.a.
Q1 201513$6.2bnn.a.n.a.
Q2 201514$6.1bnn.a.n.a.
Q3 201515$5.0bnn.a.n.a.
Q4 201515$4.8bnn.a.n.a.
Q1 201615$4.1bnn.a.n.a.
Q2 201610$4.5bnn.a.n.a.
Q3 201612$4.3bnn.a.n.a.
Q4 20168$3.9bnn.a.n.a.
Q1 201712$4.5bnn.a.n.a.
Q2 201714$4.9bnn.a.n.a.
Q3 201714$4.6bnn.a.n.a.
Q4 201711$4.5bnn.a.n.a.
Q1 201817$4.5bnn.a.n.a.
Q2 201817$4.5bnn.a.n.a.
Q3 201811$5.2bnn.a.n.a.
Q4 201817$5.6bnn.a.n.a.
Q1 201914$6.4bnn.a.n.a.
Q2 201913$5.2bnn.a.n.a.
Q3 201915$4.9bnn.a.n.a.
Q4 201913$5.3bnn.a.n.a.
Q1 202015$4.2bnn.a.n.a.
Q2 202010$4.1bnn.a.n.a.
Q3 202010$3.8bnn.a.n.a.
Q4 202010$3.7bnn.a.n.a.
Q1 20219$3.1bnn.a.n.a.
Q2 202113$3.8bnn.a.n.a.
Q3 202110$3.9bnn.a.n.a.
Q4 202114$4.4bnn.a.n.a.
Q1 202214$4.4bnn.a.n.a.
Q2 202213$3.8bnn.a.n.a.
Q3 202213$3.2bnn.a.n.a.
Q4 202211$3.9bnn.a.n.a.
Q1 202315$3.5bnn.a.n.a.
Q2 202311$3.0bnn.a.n.a.
Q3 202310$2.9bnn.a.n.a.
Q4 202310$2.5bn73
Q1 20249$2.3bn72
Q2 20249$2.5bn36
Q3 20247$2.7bn35
Q4 20248$2.2bn53
Q1 20259$2.6bn55
Q2 20259$2.6bn46
Q3 20257$2.3bn16
Q4 20257$2.0bn1216
Q1 20266$1.7bn1414
Q2 20269$999m1713

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

NVS and LLY →NVS and JNJ →NVS and VRTX →Choose a stock to compare with NVS →

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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own NVS, latest filings →Back to the 13F Explorer →