Novartis AG-Sponsored ADRNVS
13F holders, Q1 2025 (March 31)1,358holders +17
106new positions
80sold out
8famous investors
$111.53avg. 13F price*
At the end of Q1 2025, 1,358 institutions reported holding Novartis AG-Sponsored ADR (NVS) in their 13F filings, up 17 from Q4 2024. 106 opened new positions and 80 sold out. The largest holders were Dodge & Cox ($1.3B), Primecap Management Co. ($1.2B) and Dimensional Fund Advisors LP ($959.5M). 8 famous investors held it, including Jim Simons / Peter Brown (0.4% of Renaissance Technologies's portfolio), Steve Cohen (0.4% of Point72 Asset Management's portfolio) and Ken Fisher (0.3% 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 106 | $218.3M |
| Exits | 80 | $185.0M |
All 13F filers, Q4 2024 → Q1 2025: 17,227,098 shares bought and 9,800,566 shares sold, net +7,426,532 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,358 holders
| Dodge & Cox | 0.75% | Reduce -3.3% | 11,818,102 | $1.3B |
| Primecap Management Co. | 0.96% | Reduce -5.8% | 10,382,879 | $1.2B |
| Dimensional Fund Advisors LP | 0.24% | Add +5.2% | 8,606,724 | $959.5M |
| Morgan Stanley | 0.06% | Add +2.7% | 7,055,911 | $786.6M |
| Fisher Asset Management | 0.33% | Add +237.7% | 6,763,132 | $754.0M |
| Loomis Sayles & Co. L P | 0.89% | Reduce -1.3% | 5,503,093 | $613.5M |
| Franklin Resources Inc. | 0.16% | Add +13.7% | 4,953,323 | $552.2M |
| Bank of America Corp. | 0.05% | Add +3.6% | 4,714,342 | $525.6M |
| Goldman Sachs Group Inc. | 0.08% | Add +60.3% | 3,660,485 | $408.1M |
| Wellington Management Group LLP | 0.06% | Reduce -18.0% | 2,991,326 | $333.5M |
| Principal Financial Group Inc. | 0.15% | Reduce -1.4% | 2,393,019 | $266.8M |
| Renaissance Technologies | 0.39% | Reduce -14.3% | 2,287,251 | $255.0M |
| Janus Henderson Group PLC | 0.14% | Reduce -5.2% | 2,235,901 | $251.7M |
| Northern Trust Corp. | 0.04% | Add +2.2% | 2,180,281 | $243.1M |
| BlackRock, Inc. | 0.01% | Add +10.4% | 2,167,890 | $241.7M |
| Cullen Capital Management, LLC | 2.72% | Reduce -2.2% | 2,108,684 | $235.1M |
| Wells Fargo & Company | 0.05% | Reduce -0.1% | 1,895,961 | $211.4M |
| Cibc World Market Inc. | 0.47% | Add +3663.6% | 1,862,998 | $207.7M |
| UBS Group AG | 0.04% | Add +0.4% | 1,703,702 | $189.9M |
| State Street Corp. | 0.01% | Reduce -3.3% | 1,585,485 | $182.9M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -17.0% | 1,608,589 | $179.3M |
| FMR LLC | 0.01% | Add +11.3% | 1,467,016 | $163.5M |
| Marshall Wace, LLP | 0.22% | Add +1515.9% | 1,432,775 | $159.7M |
| Scharf Investments, LLC | 4.24% | Add +4.6% | 1,258,639 | $140.3M |
| Chevy Chase Trust Holdings, LLC | 0.39% | Reduce -5.2% | 1,101,372 | $122.8M |
| Point72 Asset Management | 0.35% | New | 1,082,375 | $120.7M |
| Citadel Advisors | 0.12% | Add +81.5% | 1,067,586 | $119.0M |
| Arrowstreet Capital, Limited Partnership | 0.08% | Add +8196.2% | 916,894 | $102.2M |
| Raymond James Financial Inc. | 0.04% | Reduce -1.3% | 896,364 | $99.9M |
| Natixis Advisors, LLC | 0.18% | Reduce -0.1% | 871,970 | $97.2M |
| Earnest Partners LLC | 0.44% | Add +3.6% | 824,371 | $91.9M |
| Truist Financial Corp. | 0.14% | Reduce -0.3% | 769,741 | $85.8M |
| Bristol John W & Co. Inc. | 1.13% | Reduce -2.6% | 593,726 | $66.2M |
| Clark Capital Management Group, Inc. | 0.47% | Add +6.5% | 592,245 | $66.0M |
| Balyasny Asset Management L.P. | 0.16% | Add +3108.4% | 573,403 | $63.9M |
| Sei Investments Co. | 0.08% | Add +7.2% | 570,035 | $63.5M |
| JPMorgan Chase & Co. | 0.00% | Add +28.4% | 543,338 | $60.6M |
| Royal Bank of Canada | 0.01% | Reduce -8.0% | 543,232 | $60.6M |
| Bank of New York Mellon Corp | 0.01% | Reduce -23.8% | 542,297 | $60.5M |
| Harvest Portfolios Group Inc. | 1.66% | Reduce -5.0% | 503,638 | $56.1M |
| LPL Financial LLC | 0.02% | Add +3.5% | 465,995 | $51.9M |
| Corient Private Wealth LP | 0.08% | Reduce -14.5% | 463,080 | $51.6M |
| First Trust Advisors LP | 0.04% | Reduce -19.2% | 454,463 | $50.7M |
| NewEdge Wealth, LLC | 0.87% | Add +1.7% | 431,838 | $48.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.20% | Reduce -19.1% | 427,918 | $47.9M |
| CIBC Private Wealth Group LLC | 0.10% | Add +3.5% | 467,485 | $47.7M |
| Millennium Management | 0.05% | Add +47.8% | 423,683 | $47.2M |
| Pacer Advisors, Inc. | 0.12% | Add +4.6% | 418,331 | $46.6M |
| D.A. Davidson & Co. | 0.36% | Reduce -14.1% | 399,331 | $44.5M |
| Todd Asset Management LLC | 1.04% | Add +1.4% | 396,510 | $44.2M |
| GMO | 0.14% | Reduce -32.1% | 392,151 | $43.7M |
| TCTC Holdings, LLC | 1.54% | Reduce -0.7% | 391,767 | $43.7M |
| Ameriprise Financial Inc. | 0.01% | Add +10.3% | 387,094 | $43.3M |
| Creative Planning | 0.04% | Add +9.4% | 386,991 | $43.1M |
| American Century Companies Inc. | 0.02% | Reduce -21.4% | 356,447 | $39.7M |
| Woodley Farra Manion Portfolio Management Inc. | 1.88% | Add +3.6% | 338,257 | $37.9M |
| Cerity Partners LLC | 0.08% | Add +8.7% | 337,373 | $37.7M |
| Van Eck Associates Corp. | 0.05% | Reduce -1.3% | 323,379 | $36.0M |
| Saturna Capital Corp. | 0.53% | Reduce -0.0% | 320,166 | $35.7M |
| Susquehanna International Group, LLP | 0.05% | Reduce -13.0% | 287,686 | $32.1M |
| Assetmark, Inc. | 0.08% | Add +1.2% | 268,940 | $30.0M |
| Financial Counselors Inc. | 0.45% | Add +3.0% | 266,088 | $29.7M |
| O'shaughnessy Asset Management, LLC | 0.23% | Add +18.6% | 255,597 | $28.5M |
| Integral Health Asset Management, LLC | 3.09% | New | 250,000 | $27.9M |
| Teachers Retirement System of the State of Kentucky | 0.25% | No change | 246,250 | $27.5M |
| US Bancorp \de | 0.04% | Reduce -1.1% | 245,730 | $27.4M |
| HighTower Advisors, LLC | 0.04% | Add +1.1% | 237,841 | $26.5M |
| Citigroup Inc. | 0.02% | Add +9.7% | 237,359 | $26.5M |
| Martin Investment Management, LLC | 6.55% | Add +2.5% | 232,753 | $25.9M |
| Stifel Financial Corp. | 0.03% | Add +4.7% | 231,857 | $25.8M |
| Hudson Bay Capital Management LP | 0.19% | Add +2215.7% | 231,567 | $25.8M |
| Brandes Investment Partners, LP | 0.26% | Add +7.3% | 225,007 | $25.1M |
| Janney Montgomery Scott LLC | 0.07% | Reduce -10.3% | 224,038 | $25.0M |
| Cookson Peirce & Co. Inc. | 1.25% | New | 222,127 | $24.8M |
| PNC Financial Services Group, Inc. | 0.01% | Add +3.7% | 220,179 | $24.5M |
| First Financial Bankshares Inc | 0.52% | Add +1.3% | 217,419 | $24.2M |
| Mariner, LLC | 0.04% | Reduce -8.2% | 215,996 | $24.1M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -15.3% | 214,596 | $23.9M |
| Oppenheimer Asset Management Inc. | 0.29% | Reduce -7.3% | 212,316 | $23.7M |
| Godsey & Gibb, Inc. | 2.14% | Add +1.6% | 195,457 | $21.8M |
| Managed Asset Portfolios, LLC | 3.01% | Add +0.9% | 194,750 | $21.7M |
| Brown Advisory Inc. | 0.03% | Reduce -2.6% | 194,167 | $21.6M |
| Invesco Ltd. | 0.00% | Reduce -19.7% | 192,549 | $21.5M |
| Mondrian Investment Partners LTD | 0.36% | Reduce -71.2% | 189,861 | $21.2M |
| Promethos Capital, LLC | 7.69% | Add +20.2% | 187,645 | $20.9M |
| Foresight Global Investors, Inc. | 14.72% | Reduce -19.2% | 187,825 | $20.9M |
| QRG Capital Management, Inc. | 0.21% | Reduce -1.0% | 185,868 | $20.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +12.2% | 185,603 | $20.7M |
| MML Investors Services, LLC | 0.06% | Add +14.3% | 169,849 | $18.9M |
| Douglas Lane & Associates, LLC | 0.28% | Add +7.3% | 169,475 | $18.9M |
| Grandfield & Dodd, LLC | 1.13% | Reduce -0.3% | 163,225 | $18.2M |
| Quantinno Capital Management LP | 0.12% | Add +13.7% | 159,647 | $17.8M |
| M&T Bank Corp | 0.06% | Add +0.1% | 159,225 | $17.8M |
| Jones Financial Companies LLLP | 0.02% | Add +13.6% | 155,445 | $17.5M |
| Oak Associates Ltd. | 1.27% | Add +0.2% | 152,399 | $17.0M |
| Boston Common Asset Management, LLC | 0.51% | Reduce -4.0% | 150,460 | $16.8M |
| Wilkins Investment Counsel Inc. | 2.38% | Reduce -10.5% | 149,315 | $16.6M |
| Coleford Investment Management Ltd. | 4.52% | Reduce -1.8% | 139,500 | $16.1M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -2.6% | 142,007 | $15.8M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -3.5% | 140,753 | $15.7M |
"% of holder's portfolio" is NVS's weight in each manager's 13F, not the share of Novartis AG-Sponsored ADR the manager owns.