Novartis AG-Sponsored ADRNVS
13F holders, Q4 2025 (December 31)1,515holders +111
130new positions
66sold out
9famous investors
$137.87avg. 13F price*
At the end of Q4 2025, 1,515 institutions reported holding Novartis AG-Sponsored ADR (NVS) in their 13F filings, up 111 from Q3 2025. 130 opened new positions and 66 sold out. The largest holders were Dodge & Cox ($1.2B), Morgan Stanley ($1.2B) and Dimensional Fund Advisors LP ($1.2B). 9 famous investors held it, including Ken Fisher (0.4% of Fisher Asset Management's portfolio), Jim Simons / Peter Brown (0.3% of Renaissance Technologies's portfolio) and Jeremy Grantham (0.1% of GMO's portfolio).
- Company
- Novartis AG-Sponsored ADR
- CUSIP
- 66987V109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 130 | $295.4M |
| Exits | 66 | $54.4M |
All 13F filers, Q3 2025 → Q4 2025: 9,640,864 shares bought and 10,824,904 shares sold, net −1,184,040 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,515 holders
| Dodge & Cox | 0.67% | Reduce -14.8% | 9,014,641 | $1.2B |
| Morgan Stanley | 0.07% | Add +14.8% | 8,876,906 | $1.2B |
| Dimensional Fund Advisors LP | 0.25% | Reduce -3.6% | 8,524,394 | $1.2B |
| Primecap Management Co. | 0.79% | Reduce -18.9% | 7,579,274 | $1.0B |
| Fisher Asset Management | 0.35% | Add +3.1% | 7,465,850 | $1.0B |
| Loomis Sayles & Co. L P | 0.92% | Reduce -2.3% | 5,534,215 | $763.0M |
| Bank of America Corp. | 0.05% | Reduce -1.2% | 4,549,016 | $627.2M |
| Franklin Resources Inc. | 0.15% | Add +10.3% | 4,479,307 | $617.6M |
| GQG Partners LLC | 0.72% | Add +39.6% | 3,158,122 | $435.4M |
| BlackRock, Inc. | 0.01% | Add +11.0% | 2,808,091 | $387.2M |
| Goldman Sachs Group Inc. | 0.05% | Reduce -6.9% | 2,745,444 | $378.5M |
| Northern Trust Corp. | 0.04% | Reduce -0.8% | 2,351,181 | $324.2M |
| Janus Henderson Group PLC | 0.14% | Add +8.0% | 2,234,418 | $308.1M |
| Cullen Capital Management, LLC | 3.13% | Add +0.5% | 2,080,796 | $286.9M |
| Raymond James Financial Inc. | 0.08% | Add +12.0% | 1,845,605 | $254.5M |
| Wells Fargo & Company | 0.05% | Add +0.7% | 1,842,043 | $254.0M |
| Principal Financial Group Inc. | 0.13% | Reduce -13.4% | 1,809,158 | $249.4M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -2.0% | 1,782,198 | $245.7M |
| FMR LLC | 0.01% | Add +3.9% | 1,662,296 | $229.2M |
| State Street Corp. | 0.01% | Reduce -3.4% | 1,450,061 | $202.1M |
| UBS Group AG | 0.04% | Reduce -15.0% | 1,361,274 | $187.7M |
| Renaissance Technologies | 0.29% | Reduce -28.5% | 1,343,033 | $185.2M |
| Chevy Chase Trust Holdings, LLC | 0.40% | Reduce -6.6% | 1,061,372 | $146.3M |
| Bank of Montreal | 0.06% | Reduce -5.8% | 984,599 | $135.7M |
| Scharf Investments, LLC | 3.57% | Reduce -20.5% | 962,900 | $132.8M |
| Van Eck Associates Corp. | 0.11% | Add +116.0% | 960,657 | $132.4M |
| Earnest Partners LLC | 0.54% | Add +9.7% | 921,396 | $127.0M |
| Truist Financial Corp. | 0.16% | Add +6.6% | 887,296 | $122.3M |
| Natixis Advisors, LLC | 0.16% | Reduce -6.8% | 838,382 | $115.6M |
| Arrowstreet Capital, Limited Partnership | 0.06% | New | 787,977 | $108.6M |
| Marshall Wace, LLP | 0.09% | Reduce -40.7% | 693,356 | $95.6M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.24% | Add +1445.8% | 651,144 | $89.8M |
| American Century Companies Inc. | 0.04% | Add +10.2% | 618,268 | $85.2M |
| LPL Financial LLC | 0.02% | Add +10.2% | 607,748 | $83.8M |
| Harding Loevner LP | 0.73% | Reduce -4.2% | 603,387 | $83.2M |
| Woodley Farra Manion Portfolio Management Inc. | 3.95% | Reduce -0.8% | 601,912 | $83.0M |
| JPMorgan Chase & Co. | 0.01% | Add +10.3% | 592,652 | $81.7M |
| Royal Bank of Canada | 0.01% | Add +4.7% | 577,922 | $79.7M |
| Bristol John W & Co. Inc. | 1.21% | Reduce -2.1% | 569,718 | $78.5M |
| Ameriprise Financial Inc. | 0.02% | Reduce -2.5% | 569,722 | $78.5M |
| Sei Investments Co. | 0.08% | Add +8.6% | 565,012 | $77.9M |
| Cibc World Market Inc. | 0.13% | Add +242.0% | 528,563 | $72.9M |
| CIBC Private Wealth Group LLC | 0.12% | Add +4.3% | 517,027 | $71.3M |
| NewEdge Wealth, LLC | 0.79% | Add +3.9% | 505,339 | $69.7M |
| Harvest Portfolios Group Inc. | 1.18% | Add +1.4% | 492,014 | $67.8M |
| Corient Private Wealth LP | 0.09% | Add +4.7% | 479,904 | $66.2M |
| Clark Capital Management Group, Inc. | 0.38% | Reduce -36.4% | 445,689 | $61.4M |
| Creative Planning | 0.04% | Add +3.6% | 438,963 | $60.5M |
| Todd Asset Management LLC | 1.17% | Reduce -1.3% | 434,246 | $59.9M |
| Assetmark, Inc. | 0.11% | Add +13.4% | 406,231 | $56.0M |
| TCTC Holdings, LLC | 1.62% | Add +0.7% | 394,089 | $54.3M |
| First Trust Advisors LP | 0.04% | Reduce -18.3% | 371,761 | $51.3M |
| Lord, Abbett & Co. LLC | 0.16% | New | 366,160 | $50.5M |
| Defilade Capital Management, L.P. | 6.78% | — | 362,816 | $50.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.13% | Reduce -14.2% | 342,536 | $47.2M |
| Janney Montgomery Scott LLC | 0.10% | Add +2.1% | 319,855 | $44.1M |
| Bank of New York Mellon Corp | 0.01% | Add +1.8% | 318,126 | $43.9M |
| Saturna Capital Corp. | 0.57% | Reduce -0.8% | 312,662 | $43.1M |
| Quantinno Capital Management LP | 0.08% | Add +19.2% | 301,191 | $41.5M |
| O'shaughnessy Asset Management, LLC | 0.23% | Add +5.0% | 300,078 | $41.4M |
| GMO | 0.11% | Reduce -9.6% | 299,175 | $41.2M |
| Cerity Partners LLC | 0.06% | Reduce -11.4% | 294,770 | $40.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +11.4% | 290,480 | $40.0M |
| Teachers Retirement System of the State of Kentucky | 0.28% | No change | 274,950 | $37.9M |
| Stifel Financial Corp. | 0.03% | Add +6.1% | 272,382 | $37.6M |
| Cookson Peirce & Co. Inc. | 1.54% | Reduce -1.2% | 268,943 | $37.1M |
| US Bancorp \de | 0.04% | Add +5.1% | 267,269 | $36.8M |
| Brandes Investment Partners, LP | 0.28% | Add +6.0% | 262,797 | $36.2M |
| Old Mission Capital LLC | 1.36% | New | 254,991 | $35.2M |
| HighTower Advisors, LLC | 0.04% | Reduce -0.7% | 251,375 | $34.7M |
| Integral Health Asset Management, LLC | 1.75% | Add +25.0% | 250,000 | $34.5M |
| Midwest Trust Co | 0.43% | Reduce -1.0% | 249,741 | $34.4M |
| MML Investors Services, LLC | 0.08% | Add +11.9% | 242,771 | $33.5M |
| Mariner, LLC | 0.04% | Add +0.7% | 236,476 | $32.6M |
| Tidal Investments LLC | 0.13% | Reduce -24.9% | 226,256 | $31.2M |
| First Financial Bankshares Inc | 0.62% | Add +1.1% | 224,783 | $31.0M |
| Oppenheimer Asset Management Inc. | 0.37% | Reduce -1.2% | 220,181 | $30.4M |
| D.A. Davidson & Co. | 0.19% | Reduce -2.1% | 219,714 | $30.3M |
| Martin Investment Management, LLC | 8.16% | Reduce -2.9% | 211,504 | $29.2M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -1.2% | 210,204 | $29.0M |
| Focus Partners Wealth | 0.03% | Add +272.8% | 208,560 | $28.7M |
| Promethos Capital, LLC | 7.78% | Add +8.5% | 224,804 | $28.6M |
| Managed Asset Portfolios, LLC | 3.31% | Reduce -0.0% | 198,636 | $27.4M |
| Jones Financial Companies LLLP | 0.02% | Add +5.8% | 196,282 | $27.1M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +3.5% | 186,406 | $26.6M |
| Godsey & Gibb, Inc. | 2.37% | Reduce -1.1% | 191,084 | $26.3M |
| Brown Advisory Inc. | 0.04% | Reduce -0.3% | 188,406 | $26.0M |
| AQR Capital Management | 0.01% | Add +37.3% | 186,600 | $25.7M |
| New York State Common Retirement Fund | 0.03% | Add +74.4% | 185,366 | $25.6M |
| Cetera Investment Advisers | 0.03% | Reduce -0.5% | 178,949 | $24.7M |
| Abc Arbitrage SA | 2.28% | New | 176,749 | $24.4M |
| Invesco Ltd. | 0.00% | Reduce -1.9% | 175,677 | $24.2M |
| Mercer Global Advisors Inc. | 0.04% | Add +14.5% | 156,158 | $24.1M |
| Foresight Global Investors, Inc. | 11.17% | Add +0.2% | 172,083 | $23.7M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -5.7% | 168,386 | $23.2M |
| Osaic Holdings, Inc. | 0.03% | Reduce -28.1% | 166,724 | $23.0M |
| Capital Wealth Planning, LLC | 0.15% | Add +37.5% | 163,545 | $22.7M |
| Captrust Financial Advisors | 0.04% | Add +4.6% | 161,252 | $22.2M |
| HRT Financial LP | 0.07% | Add +13.5% | 157,661 | $21.7M |
| Oak Associates Ltd. | 1.30% | Add +0.7% | 156,995 | $21.6M |
"% of holder's portfolio" is NVS's weight in each manager's 13F, not the share of Novartis AG-Sponsored ADR the manager owns.