L3VLUP
ProSign in

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 Mar 2025
the date the book describes
Filed
21 Jul 2025
latest of these filings; the earliest 12 May 2025
Managers listing it
9
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q4 2024 and Q1 2025; 4 listed it in both
Shares listed
23,569,594
combined, among listed positions
Reported value
$2.6bn
combined, at the quarter end

Among the 95 comparable managers: 5 buyers (opened or added shares) and 5 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 Q1 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

9 of 9 holders

ActionFiling
Dodge & Cox11,818,102$1.3bn0.75%Trimmed-396,56314 May 2025 (the filing on sec.gov)
Wellington Management Group LLP2,991,326$333m0.06%Trimmed-656,53513 May 2025 (the filing on sec.gov)
Renaissance Technologies LLC2,287,251$255m0.39%Trimmed-381,59814 May 2025 (the filing on sec.gov)
Janus Henderson Group Ltd2,235,901$252m0.14%Trimmed-122,62215 May 2025 (the filing on sec.gov)
Marshall Wace LLP1,432,775$160m0.20%Addedn.a.15 May 2025 (the filing on sec.gov)
Point72 Asset Management LP1,082,375$121m0.28%Newnew21 Jul 2025 (the filing on sec.gov)
Arrowstreet Capital LP916,894$102m0.08%Addedn.a.14 May 2025 (the filing on sec.gov)
Balyasny Asset Management LLC573,403$64m0.11%Addedn.a.15 May 2025 (the filing on sec.gov)
Hudson Bay Capital Management LP231,567$26m0.08%Addedn.a.14 May 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2024 to Q1 2025, 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 (1)

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 →