Novartis AG-Sponsored ADRNVS
13F holders, Q4 2024 (December 31)1,341holders +29
77new positions
103sold out
7famous investors
$97.42avg. 13F price*
At the end of Q4 2024, 1,341 institutions reported holding Novartis AG-Sponsored ADR (NVS) in their 13F filings, up 29 from Q3 2024. 77 opened new positions and 103 sold out. The largest holders were Dodge & Cox ($1.2B), Primecap Management Co. ($1.1B) and Dimensional Fund Advisors LP ($796.4M). 7 famous investors held it, including Jim Simons / Peter Brown (0.4% of Renaissance Technologies's portfolio), Jeremy Grantham (0.2% of GMO's portfolio) and Ken Fisher (0.1% of Fisher Asset Management's portfolio).
- Company
- Novartis AG-Sponsored ADR
- CUSIP
- 66987V109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 77 | $103.3M |
| Exits | 103 | $113.8M |
All 13F filers, Q3 2024 → Q4 2024: 6,898,091 shares bought and 8,887,211 shares sold, net −1,989,120 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,341 holders
| Dodge & Cox | 0.69% | Reduce -0.1% | 12,214,665 | $1.2B |
| Primecap Management Co. | 0.83% | Reduce -8.2% | 11,025,039 | $1.1B |
| Dimensional Fund Advisors LP | 0.19% | Add +1.1% | 8,183,855 | $796.4M |
| Morgan Stanley | 0.05% | Reduce -1.7% | 6,869,155 | $668.4M |
| Loomis Sayles & Co. L P | 0.69% | Reduce -3.3% | 5,576,961 | $542.7M |
| Bank of America Corp. | 0.04% | Reduce -8.4% | 4,548,803 | $442.6M |
| Franklin Resources Inc. | 0.12% | Reduce -0.5% | 4,355,598 | $423.8M |
| Wellington Management Group LLP | 0.07% | Reduce -8.8% | 3,647,861 | $355.0M |
| Renaissance Technologies | 0.38% | Add +16.0% | 2,668,849 | $259.7M |
| Principal Financial Group Inc. | 0.13% | Reduce -1.7% | 2,426,926 | $236.2M |
| Janus Henderson Group PLC | 0.12% | Reduce -7.2% | 2,358,523 | $229.5M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -34.5% | 2,283,233 | $222.2M |
| Cullen Capital Management, LLC | 2.44% | Reduce -4.2% | 2,156,619 | $209.9M |
| Northern Trust Corp. | 0.03% | Add +23.1% | 2,132,591 | $207.5M |
| Fisher Asset Management | 0.08% | Add +17.4% | 2,002,959 | $194.9M |
| BlackRock, Inc. | 0.00% | Add +0.8% | 1,963,956 | $191.1M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -0.8% | 1,938,731 | $188.7M |
| Wells Fargo & Company | 0.04% | Reduce -4.3% | 1,897,571 | $184.7M |
| UBS Group AG | 0.04% | Add +23.9% | 1,697,511 | $165.2M |
| State Street Corp. | 0.01% | Reduce -3.2% | 1,640,338 | $159.6M |
| FMR LLC | 0.01% | Reduce -2.7% | 1,317,458 | $128.2M |
| Scharf Investments, LLC | 3.47% | Reduce -5.8% | 1,203,323 | $117.1M |
| Chevy Chase Trust Holdings, LLC | 0.34% | Add +4.7% | 1,161,139 | $113.0M |
| Raymond James Financial Inc. | 0.03% | — | 907,812 | $88.3M |
| Capital Research Global Investors | 0.02% | Add +0.2% | 907,138 | $88.3M |
| Natixis Advisors, LLC | 0.16% | Reduce -7.1% | 872,465 | $84.9M |
| Earnest Partners LLC | 0.35% | Reduce -1.6% | 795,911 | $77.5M |
| Truist Financial Corp. | 0.12% | Add +3.6% | 771,655 | $75.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -6.5% | 711,245 | $69.2M |
| Mondrian Investment Partners LTD | 1.14% | Reduce -34.2% | 658,003 | $68.9M |
| Qube Research & Technologies Ltd | 0.10% | Add +301.2% | 634,574 | $61.8M |
| D. E. Shaw & Co. | 0.07% | Add +1164.6% | 612,379 | $59.6M |
| Bristol John W & Co. Inc. | 0.97% | Reduce -2.3% | 609,682 | $59.3M |
| Royal Bank of Canada | 0.01% | Add +0.8% | 590,722 | $57.5M |
| Citadel Advisors | 0.05% | Add +222.9% | 588,188 | $57.2M |
| GMO | 0.18% | Reduce -13.1% | 577,901 | $56.2M |
| First Trust Advisors LP | 0.05% | Add +9.7% | 562,487 | $54.7M |
| Clark Capital Management Group, Inc. | 0.38% | Reduce -2.9% | 556,302 | $54.1M |
| Corient Private Wealth LP | 0.09% | Reduce -6.6% | 541,528 | $52.7M |
| Bank of Montreal | 0.03% | Reduce -30.8% | 540,312 | $52.6M |
| Sei Investments Co. | 0.07% | Add +3.2% | 531,885 | $51.8M |
| Harvest Portfolios Group Inc. | 1.72% | Add +6.4% | 530,340 | $51.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.21% | Add +128.1% | 528,682 | $51.6M |
| CIBC Private Wealth Group LLC | 0.08% | Reduce -8.3% | 451,562 | $45.3M |
| D.A. Davidson & Co. | 0.37% | Reduce -4.6% | 464,582 | $45.2M |
| American Century Companies Inc. | 0.03% | Reduce -11.0% | 453,393 | $44.1M |
| LPL Financial LLC | 0.02% | Add +4.3% | 450,219 | $43.8M |
| NewEdge Wealth, LLC | 0.72% | Add +8.3% | 424,648 | $41.3M |
| JPMorgan Chase & Co. | 0.00% | Add +35.6% | 423,142 | $41.2M |
| Pacer Advisors, Inc. | 0.09% | Add +3.9% | 400,010 | $38.9M |
| TCTC Holdings, LLC | 1.38% | Reduce -0.1% | 394,690 | $38.4M |
| Todd Asset Management LLC | 0.91% | Reduce -0.8% | 391,181 | $38.1M |
| Creative Planning | 0.03% | Add +2.5% | 353,759 | $34.4M |
| Ameriprise Financial Inc. | 0.01% | Reduce -17.4% | 350,963 | $34.1M |
| Susquehanna International Group, LLP | 0.05% | Add +456.9% | 330,822 | $32.2M |
| Van Eck Associates Corp. | 0.04% | Add +5.4% | 327,614 | $31.9M |
| Woodley Farra Manion Portfolio Management Inc. | 1.58% | Add +1.1% | 326,531 | $31.8M |
| Saturna Capital Corp. | 0.42% | Add +0.7% | 320,266 | $31.2M |
| Cerity Partners LLC | 0.07% | Reduce -1.6% | 310,489 | $31.0M |
| GW Henssler & Associates Ltd. | 1.63% | Reduce -1.6% | 246,796 | $28.4M |
| Millennium Management | 0.02% | Add +613.0% | 286,587 | $27.9M |
| Assetmark, Inc. | 0.07% | Add +18.6% | 265,682 | $25.9M |
| Financial Counselors Inc. | 0.37% | Reduce -0.6% | 258,224 | $25.1M |
| Commonwealth Equity Services, LLC | 0.04% | Add +24.6% | 253,467 | $24.7M |
| Janney Montgomery Scott LLC | 0.07% | Add +1.9% | 249,622 | $24.3M |
| US Bancorp \de | 0.03% | Add +2.4% | 248,540 | $24.2M |
| Teachers Retirement System of the State of Kentucky | 0.21% | Add +7.2% | 246,250 | $24.0M |
| Invesco Ltd. | 0.00% | Add +18.3% | 239,742 | $23.3M |
| HighTower Advisors, LLC | 0.03% | Reduce -19.1% | 235,353 | $22.9M |
| Mariner, LLC | 0.04% | Add +15.8% | 235,218 | $22.9M |
| Foresight Global Investors, Inc. | 16.52% | Add +3.4% | 232,366 | $22.6M |
| Oppenheimer Asset Management Inc. | 0.27% | Reduce -0.4% | 228,994 | $22.3M |
| Martin Investment Management, LLC | 6.07% | Reduce -3.2% | 227,083 | $22.1M |
| Stifel Financial Corp. | 0.02% | Add +1.1% | 221,396 | $21.5M |
| Citigroup Inc. | 0.02% | Reduce -26.5% | 216,336 | $21.1M |
| O'shaughnessy Asset Management, LLC | 0.18% | Reduce -7.7% | 215,445 | $21.0M |
| First Financial Bankshares Inc | 0.45% | Add +1.8% | 214,585 | $20.9M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -3.8% | 212,388 | $20.7M |
| Brandes Investment Partners, LP | 0.23% | Reduce -1.9% | 209,770 | $20.4M |
| Abc Arbitrage SA | 2.84% | — | 203,424 | $19.8M |
| Brown Advisory Inc. | 0.02% | Reduce -1.6% | 199,417 | $19.4M |
| Managed Asset Portfolios, LLC | 2.78% | Reduce -0.2% | 193,017 | $18.8M |
| Godsey & Gibb, Inc. | 1.87% | Add +0.5% | 192,287 | $18.7M |
| QRG Capital Management, Inc. | 0.19% | Add +5.9% | 187,782 | $18.3M |
| Wilkins Investment Counsel Inc. | 2.35% | Reduce -11.3% | 166,782 | $16.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +5.2% | 165,442 | $16.1M |
| Grandfield & Dodd, LLC | 0.98% | Add +0.8% | 163,675 | $15.9M |
| M&T Bank Corp | 0.05% | Reduce -1.2% | 159,106 | $15.5M |
| Douglas Lane & Associates, LLC | 0.22% | Reduce -4.2% | 157,974 | $15.4M |
| Boston Common Asset Management, LLC | 0.44% | Reduce -5.7% | 156,774 | $15.3M |
| Promethos Capital, LLC | 5.36% | Add +10.6% | 156,088 | $15.2M |
| Oak Associates Ltd. | 1.02% | No change | 152,034 | $14.8M |
| MML Investors Services, LLC | 0.05% | Add +15.0% | 148,532 | $14.5M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +42.4% | 145,836 | $14.2M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -1.6% | 145,759 | $14.2M |
| Jane Street Group, LLC | 0.02% | Add +143.0% | 143,245 | $13.9M |
| First Fiduciary Investment Counsel, Inc. | 2.81% | Add +1.2% | 142,096 | $13.8M |
| Coleford Investment Management Ltd. | 3.65% | — | 142,062 | $13.8M |
| Quantinno Capital Management LP | 0.13% | Add +13.8% | 140,356 | $13.7M |
| John G Ullman & Associates Inc. | 2.00% | Reduce -1.5% | 139,390 | $13.6M |
"% of holder's portfolio" is NVS's weight in each manager's 13F, not the share of Novartis AG-Sponsored ADR the manager owns.