Novartis AG-Sponsored ADRNVS
13F holders, Q2 2025 (June 30)1,385holders +27
94new positions
74sold out
8famous investors
$120.96avg. 13F price*
At the end of Q2 2025, 1,385 institutions reported holding Novartis AG-Sponsored ADR (NVS) in their 13F filings, up 27 from Q1 2025. 94 opened new positions and 74 sold out. The largest holders were Dodge & Cox ($1.3B), Primecap Management Co. ($1.3B) and Dimensional Fund Advisors LP ($1.1B). 8 famous investors held it, including Jim Simons / Peter Brown (0.4% of Renaissance Technologies's portfolio), Ken Fisher (0.3% of Fisher Asset Management's portfolio) and Steve Cohen (0.2% of Point72 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 94 | $118.8M |
| Exits | 74 | $383.1M |
All 13F filers, Q1 2025 → Q2 2025: 7,655,654 shares bought and 11,938,681 shares sold, net −4,283,027 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,385 holders
| Dodge & Cox | 0.72% | Reduce -9.9% | 10,647,629 | $1.3B |
| Primecap Management Co. | 1.00% | Add +0.2% | 10,401,434 | $1.3B |
| Dimensional Fund Advisors LP | 0.25% | Add +5.3% | 9,060,895 | $1.1B |
| Morgan Stanley | 0.06% | Add +7.1% | 7,559,488 | $914.8M |
| Fisher Asset Management | 0.34% | Add +5.3% | 7,121,414 | $861.8M |
| Loomis Sayles & Co. L P | 0.85% | Add +1.4% | 5,581,576 | $675.4M |
| Bank of America Corp. | 0.04% | Reduce -4.0% | 4,527,488 | $547.9M |
| Franklin Resources Inc. | 0.14% | Reduce -14.4% | 4,239,426 | $513.0M |
| Goldman Sachs Group Inc. | 0.05% | Reduce -30.6% | 2,541,872 | $307.6M |
| Wellington Management Group LLP | 0.06% | Reduce -16.3% | 2,502,395 | $302.8M |
| BlackRock, Inc. | 0.01% | Add +7.1% | 2,321,155 | $280.9M |
| Renaissance Technologies | 0.37% | Add +0.5% | 2,298,151 | $278.1M |
| Principal Financial Group Inc. | 0.15% | Reduce -4.2% | 2,291,880 | $277.3M |
| Northern Trust Corp. | 0.04% | Add +1.0% | 2,202,816 | $266.6M |
| Janus Henderson Group PLC | 0.13% | Reduce -2.5% | 2,178,822 | $263.7M |
| Cullen Capital Management, LLC | 2.89% | Reduce -0.6% | 2,096,852 | $253.7M |
| Wells Fargo & Company | 0.05% | Reduce -1.7% | 1,863,268 | $225.5M |
| Envestnet Asset Management Inc. | 0.06% | Add +8.0% | 1,736,891 | $210.2M |
| State Street Corp. | 0.01% | Add +0.8% | 1,597,830 | $195.6M |
| FMR LLC | 0.01% | Add +5.0% | 1,540,963 | $186.5M |
| Marshall Wace, LLP | 0.21% | Reduce -0.1% | 1,431,814 | $173.3M |
| UBS Group AG | 0.03% | Reduce -20.4% | 1,356,826 | $164.2M |
| Scharf Investments, LLC | 4.40% | Add +0.3% | 1,262,444 | $152.8M |
| Chevy Chase Trust Holdings, LLC | 0.40% | Add +3.1% | 1,135,326 | $137.4M |
| Raymond James Financial Inc. | 0.04% | Add +3.5% | 927,314 | $112.2M |
| Balyasny Asset Management L.P. | 0.24% | Add +52.9% | 876,956 | $106.1M |
| Natixis Advisors, LLC | 0.17% | Reduce -1.3% | 860,998 | $104.2M |
| Earnest Partners LLC | 0.46% | Add +3.1% | 850,207 | $102.9M |
| Millennium Management | 0.09% | Add +98.4% | 840,771 | $101.7M |
| Clark Capital Management Group, Inc. | 0.70% | Add +40.3% | 830,970 | $100.6M |
| Truist Financial Corp. | 0.14% | Add +3.7% | 798,467 | $96.6M |
| Point72 Asset Management | 0.23% | Reduce -31.0% | 746,706 | $90.4M |
| Ameriprise Financial Inc. | 0.02% | Add +63.0% | 631,131 | $76.4M |
| Bristol John W & Co. Inc. | 1.16% | Reduce -0.2% | 592,281 | $71.7M |
| American Century Companies Inc. | 0.04% | Add +65.1% | 588,361 | $71.2M |
| Bank of Montreal | 0.03% | Add +489.1% | 564,990 | $68.4M |
| Optiver Holding B.V. | 1.68% | Add +1136.5% | 515,173 | $62.3M |
| Sei Investments Co. | 0.07% | Reduce -10.2% | 511,747 | $61.9M |
| Royal Bank of Canada | 0.01% | Reduce -7.3% | 503,799 | $61.0M |
| Harvest Portfolios Group Inc. | 1.39% | Reduce -2.2% | 492,568 | $59.6M |
| CIBC Private Wealth Group LLC | 0.10% | Add +2.1% | 477,344 | $57.8M |
| LPL Financial LLC | 0.02% | Reduce -1.3% | 460,093 | $55.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -16.2% | 455,317 | $55.1M |
| Corient Private Wealth LP | 0.07% | Reduce -2.2% | 452,823 | $54.8M |
| NewEdge Wealth, LLC | 0.85% | Add +7.9% | 465,916 | $54.0M |
| First Trust Advisors LP | 0.04% | Reduce -7.8% | 419,034 | $50.7M |
| Todd Asset Management LLC | 1.08% | Add +4.9% | 415,901 | $50.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.17% | Reduce -6.0% | 402,360 | $48.7M |
| Van Eck Associates Corp. | 0.06% | Add +23.5% | 399,485 | $48.3M |
| Creative Planning | 0.04% | Add +2.9% | 398,258 | $48.2M |
| TCTC Holdings, LLC | 1.52% | Reduce -0.0% | 391,636 | $47.4M |
| GMO | 0.13% | Reduce -10.1% | 352,695 | $42.7M |
| Woodley Farra Manion Portfolio Management Inc. | 1.94% | Add +0.8% | 340,919 | $41.3M |
| Cerity Partners LLC | 0.07% | Add +0.4% | 338,755 | $41.0M |
| Two Sigma Investments, LP | 0.08% | Add +317.6% | 334,499 | $40.5M |
| D.A. Davidson & Co. | 0.28% | Reduce -17.2% | 330,621 | $40.0M |
| Assetmark, Inc. | 0.09% | Add +18.9% | 319,908 | $38.7M |
| Bank of New York Mellon Corp | 0.01% | Reduce -41.7% | 316,360 | $38.3M |
| Saturna Capital Corp. | 0.52% | Reduce -1.3% | 315,876 | $38.2M |
| Harding Loevner LP | 0.26% | New | 313,527 | $37.9M |
| Janney Montgomery Scott LLC | 0.10% | Add +38.5% | 310,389 | $37.6M |
| Cookson Peirce & Co. Inc. | 1.42% | Add +20.4% | 267,535 | $32.4M |
| Midwest Trust Co | 0.45% | — | 266,893 | $32.3M |
| O'shaughnessy Asset Management, LLC | 0.22% | Add +3.7% | 264,985 | $32.1M |
| Teachers Retirement System of the State of Kentucky | 0.25% | Add +3.1% | 253,850 | $30.7M |
| Stifel Financial Corp. | 0.03% | Add +5.0% | 243,345 | $29.4M |
| HighTower Advisors, LLC | 0.04% | Add +2.0% | 242,660 | $29.4M |
| Brandes Investment Partners, LP | 0.26% | Add +6.3% | 239,282 | $29.0M |
| Mariner, LLC | 0.04% | Add +5.3% | 227,371 | $27.5M |
| Parkwood LLC | 2.53% | Add +113.7% | 227,300 | $27.5M |
| US Bancorp \de | 0.03% | Reduce -9.2% | 223,060 | $27.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +19.9% | 222,630 | $26.9M |
| First Financial Bankshares Inc | 0.60% | Add +2.1% | 221,898 | $26.9M |
| Martin Investment Management, LLC | 6.80% | Reduce -5.8% | 219,258 | $26.5M |
| Citigroup Inc. | 0.02% | Reduce -9.8% | 214,021 | $25.9M |
| Oppenheimer Asset Management Inc. | 0.29% | Reduce -1.3% | 209,522 | $25.4M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -5.2% | 208,817 | $25.3M |
| Abc Arbitrage SA | 2.89% | New | 208,708 | $25.3M |
| Integral Health Asset Management, LLC | 2.26% | Reduce -20.0% | 200,000 | $24.2M |
| Invesco Ltd. | 0.00% | Add +3.9% | 199,958 | $24.2M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -7.1% | 199,413 | $24.1M |
| Quantinno Capital Management LP | 0.10% | Add +24.5% | 198,749 | $24.1M |
| Promethos Capital, LLC | 8.07% | Add +5.3% | 197,585 | $23.9M |
| Managed Asset Portfolios, LLC | 3.10% | Add +1.2% | 197,040 | $23.8M |
| Godsey & Gibb, Inc. | 2.22% | Add +0.4% | 196,287 | $23.8M |
| QRG Capital Management, Inc. | 0.20% | Add +3.1% | 191,635 | $23.2M |
| MML Investors Services, LLC | 0.07% | Add +12.6% | 191,161 | $23.1M |
| Brown Advisory Inc. | 0.03% | Reduce -2.1% | 190,121 | $23.0M |
| Point72 Europe (London) LLP | 1.16% | Add +81.9% | 186,051 | $22.5M |
| Osaic Holdings, Inc. | 0.04% | Add +78.0% | 181,477 | $21.4M |
| Jones Financial Companies LLLP | 0.02% | Add +11.4% | 173,116 | $20.8M |
| Douglas Lane & Associates, LLC | 0.29% | Reduce -2.5% | 165,271 | $20.0M |
| Foresight Global Investors, Inc. | 14.17% | Reduce -12.2% | 164,924 | $20.0M |
| Grandfield & Dodd, LLC | 1.15% | Reduce -0.6% | 162,307 | $19.6M |
| Cibc World Market Inc. | 0.04% | Reduce -91.5% | 158,998 | $19.2M |
| M&T Bank Corp | 0.07% | Reduce -0.3% | 158,678 | $19.2M |
| Oak Associates Ltd. | 1.25% | Add +3.6% | 157,880 | $19.1M |
| NorthCoast Asset Management LLC | 0.08% | Add +180.8% | 152,066 | $18.4M |
| Captrust Financial Advisors | 0.04% | Add +8.4% | 151,265 | $18.3M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +4.1% | 146,533 | $17.9M |
"% of holder's portfolio" is NVS's weight in each manager's 13F, not the share of Novartis AG-Sponsored ADR the manager owns.