NVS in the 13F filings
Novartis AG · CUSIP 66987V109
- Quarter end
- 31 Mar 2026
- the date the book describes
- Filed
- 27 Oct 2026
- latest of these filings; the earliest 12 May 2026
- Managers listing it
- 23
- at least, of 95 tracked, among listed positions
- Comparable managers
- 91
- filed both Q4 2025 and Q1 2026; 6 listed it in both
- Shares listed
- 14,189,791
- combined, among listed positions
- Reported value
- $2.2bn
- combined, at the quarter end
AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.
Among the 91 comparable managers: 14 buyers (opened or added shares) and 14 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -2,520,688.
Managers listing NVS in Q1 2026
23 of 23 holders
Largest increases and reductions, by shares
Increases
- Jane Street Group LLCnew position · 366,467 shares now+366,467
- Point72 Asset Management LPnew position · 283,837 shares now+283,837
- MFS Investment Managementexisting position · 246,655 shares now+132,918
- Tudor Investment Corpexisting position · 63,250 shares now+54,026
- AQR Capital Management LLCexisting position · 233,871 shares now+47,271
Reductions
- Dodge & Coxexisting position · 6,967,383 shares now-2,047,258
- Arrowstreet Capital LPexisting position · 108,597 shares now-679,380
- Marshall Wace LLPexisting position · 322,056 shares now-371,300
- Renaissance Technologies LLCexisting position · 1,111,833 shares now-231,200
- Invesco Ltdexisting position · 113,344 shares now-62,333
New positions and exits
New (3)
Exited (5)
- Hudson Bay Capital Management LPwas $16m
- Wellington Management Group LLPwas $2.2m
- Millennium Management LLCwas $1.5m
- D. E. Shaw & Co.was $1.1m
- Balyasny Asset Management LLCwas $745k
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2013 | 10 | $4.4bn | n.a. | n.a. |
| Q3 2013 | 8 | $4.7bn | n.a. | n.a. |
| Q4 2013 | 9 | $4.7bn | n.a. | n.a. |
| Q1 2014 | 10 | $4.9bn | n.a. | n.a. |
| Q2 2014 | 9 | $5.5bn | n.a. | n.a. |
| Q3 2014 | 14 | $5.8bn | n.a. | n.a. |
| Q4 2014 | 14 | $5.7bn | n.a. | n.a. |
| Q1 2015 | 13 | $6.2bn | n.a. | n.a. |
| Q2 2015 | 14 | $6.1bn | n.a. | n.a. |
| Q3 2015 | 15 | $5.0bn | n.a. | n.a. |
| Q4 2015 | 15 | $4.8bn | n.a. | n.a. |
| Q1 2016 | 15 | $4.1bn | n.a. | n.a. |
| Q2 2016 | 10 | $4.5bn | n.a. | n.a. |
| Q3 2016 | 12 | $4.3bn | n.a. | n.a. |
| Q4 2016 | 8 | $3.9bn | n.a. | n.a. |
| Q1 2017 | 12 | $4.5bn | n.a. | n.a. |
| Q2 2017 | 14 | $4.9bn | n.a. | n.a. |
| Q3 2017 | 14 | $4.6bn | n.a. | n.a. |
| Q4 2017 | 11 | $4.5bn | n.a. | n.a. |
| Q1 2018 | 17 | $4.5bn | n.a. | n.a. |
| Q2 2018 | 17 | $4.5bn | n.a. | n.a. |
| Q3 2018 | 11 | $5.2bn | n.a. | n.a. |
| Q4 2018 | 17 | $5.6bn | n.a. | n.a. |
| Q1 2019 | 14 | $6.4bn | n.a. | n.a. |
| Q2 2019 | 13 | $5.2bn | n.a. | n.a. |
| Q3 2019 | 15 | $4.9bn | n.a. | n.a. |
| Q4 2019 | 13 | $5.3bn | n.a. | n.a. |
| Q1 2020 | 15 | $4.2bn | n.a. | n.a. |
| Q2 2020 | 10 | $4.1bn | n.a. | n.a. |
| Q3 2020 | 10 | $3.8bn | n.a. | n.a. |
| Q4 2020 | 10 | $3.7bn | n.a. | n.a. |
| Q1 2021 | 9 | $3.1bn | n.a. | n.a. |
| Q2 2021 | 13 | $3.8bn | n.a. | n.a. |
| Q3 2021 | 10 | $3.9bn | n.a. | n.a. |
| Q4 2021 | 14 | $4.4bn | n.a. | n.a. |
| Q1 2022 | 14 | $4.4bn | n.a. | n.a. |
| Q2 2022 | 13 | $3.8bn | n.a. | n.a. |
| Q3 2022 | 13 | $3.2bn | n.a. | n.a. |
| Q4 2022 | 11 | $3.9bn | n.a. | n.a. |
| Q1 2023 | 15 | $3.5bn | n.a. | n.a. |
| Q2 2023 | 11 | $3.0bn | n.a. | n.a. |
| Q3 2023 | 10 | $2.9bn | n.a. | n.a. |
| Q4 2023 | 10 | $2.5bn | 7 | 3 |
| Q1 2024 | 9 | $2.3bn | 7 | 2 |
| Q2 2024 | 9 | $2.5bn | 3 | 6 |
| Q3 2024 | 7 | $2.7bn | 3 | 5 |
| Q4 2024 | 8 | $2.2bn | 5 | 3 |
| Q1 2025 | 9 | $2.6bn | 5 | 5 |
| Q2 2025 | 9 | $2.6bn | 4 | 6 |
| Q3 2025 | 7 | $2.3bn | 1 | 6 |
| Q4 2025 | 7 | $2.0bn | 12 | 16 |
| Q1 2026 | 6 | $1.7bn | 14 | 14 |
| Q2 2026 | 9 | $999m | 17 | 13 |
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 →