Novartis AG-Sponsored ADRNVS
13F holders, Q1 2026 (March 31)1,605holders +90
175new positions
85sold out
8famous investors
$152.63avg. 13F price*
At the end of Q1 2026, 1,605 institutions reported holding Novartis AG-Sponsored ADR (NVS) in their 13F filings, up 90 from Q4 2025. 175 opened new positions and 85 sold out. The largest holders were Fisher Asset Management ($2.1B), Morgan Stanley ($1.3B) and Dimensional Fund Advisors LP ($1.2B). 8 famous investors held it, including Ken Fisher (0.7% 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 175 | $464.7M |
| Exits | 85 | $178.8M |
All 13F filers, Q4 2025 → Q1 2026: 23,170,450 shares bought and 11,973,485 shares sold, net +11,196,965 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,605 holders
| Fisher Asset Management | 0.72% | Add +86.0% | 13,885,749 | $2.1B |
| Morgan Stanley | 0.08% | Reduce -3.9% | 8,527,037 | $1.3B |
| Dimensional Fund Advisors LP | 0.26% | Reduce -4.9% | 8,110,116 | $1.2B |
| Primecap Management Co. | 0.91% | Reduce -0.2% | 7,567,354 | $1.2B |
| Dodge & Cox | 0.58% | Reduce -22.7% | 6,967,383 | $1.1B |
| Goldman Sachs Group Inc. | 0.13% | Add +137.7% | 6,525,771 | $996.8M |
| Loomis Sayles & Co. L P | 1.12% | Reduce -1.9% | 5,426,100 | $828.8M |
| Bank of America Corp. | 0.06% | Add +9.1% | 4,962,794 | $758.1M |
| Franklin Resources Inc. | 0.13% | Reduce -23.9% | 3,409,944 | $520.9M |
| BlackRock, Inc. | 0.01% | Add +5.0% | 2,949,760 | $450.6M |
| Northern Trust Corp. | 0.06% | Add +18.5% | 2,786,228 | $425.6M |
| GQG Partners LLC | 0.59% | Reduce -22.5% | 2,447,272 | $373.8M |
| Envestnet Asset Management Inc. | 0.09% | Add +29.7% | 2,311,384 | $353.1M |
| Janus Henderson Group PLC | 0.17% | Add +1.9% | 2,275,938 | $347.6M |
| Natixis Advisors, LLC | 0.48% | Add +166.7% | 2,236,156 | $341.6M |
| Cullen Capital Management, LLC | 3.19% | Reduce -2.1% | 2,037,962 | $311.3M |
| Raymond James Financial Inc. | 0.09% | Add +4.7% | 1,931,873 | $295.1M |
| Wells Fargo & Company | 0.06% | Add +2.9% | 1,895,677 | $289.6M |
| UBS Group AG | 0.05% | Add +31.7% | 1,793,153 | $273.9M |
| JPMorgan Chase & Co. | 0.02% | Add +204.5% | 1,804,676 | $271.4M |
| Jones Financial Companies LLLP | 0.13% | Add +828.1% | 1,821,796 | $270.1M |
| FMR LLC | 0.01% | Add +1.9% | 1,692,993 | $258.6M |
| Principal Financial Group Inc. | 0.13% | Reduce -15.3% | 1,532,789 | $234.1M |
| WCM Investment Management, LLC | 0.50% | New | 1,463,180 | $220.0M |
| State Street Corp. | 0.01% | Reduce -4.4% | 1,385,892 | $216.2M |
| Renaissance Technologies | 0.27% | Reduce -17.2% | 1,111,833 | $169.8M |
| Chevy Chase Trust Holdings, LLC | 0.46% | Reduce -1.1% | 1,049,794 | $160.4M |
| Truist Financial Corp. | 0.19% | Add +6.1% | 941,818 | $143.9M |
| Van Eck Associates Corp. | 0.10% | Reduce -7.2% | 891,803 | $136.2M |
| Earnest Partners LLC | 0.56% | Reduce -3.9% | 885,290 | $135.2M |
| Lord, Abbett & Co. LLC | 0.43% | Add +126.8% | 830,286 | $126.8M |
| American Century Companies Inc. | 0.06% | Add +13.7% | 703,178 | $107.4M |
| LPL Financial LLC | 0.03% | Add +2.1% | 620,427 | $94.8M |
| Sei Investments Co. | 0.09% | Add +9.6% | 619,274 | $94.6M |
| Royal Bank of Canada | 0.02% | Add +7.1% | 618,710 | $94.5M |
| Scharf Investments, LLC | 2.77% | Reduce -38.8% | 589,232 | $90.0M |
| Harding Loevner LP | 0.92% | Reduce -3.2% | 584,255 | $89.2M |
| Bristol John W & Co. Inc. | 1.41% | Reduce -1.4% | 561,837 | $85.8M |
| NewEdge Wealth, LLC | 1.00% | Add +8.2% | 546,505 | $83.5M |
| CIBC Bancorp USA Inc. | 0.11% | — | 537,813 | $82.2M |
| Ameriprise Financial Inc. | 0.02% | Reduce -6.5% | 532,554 | $81.4M |
| Creative Planning | 0.05% | Add +20.5% | 528,814 | $80.8M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.18% | Reduce -22.4% | 505,440 | $77.2M |
| Harvest Portfolios Group Inc. | 1.15% | Reduce -7.6% | 454,681 | $69.5M |
| Corient Private Wealth LP | 0.10% | Reduce -8.2% | 440,526 | $67.2M |
| Todd Asset Management LLC | 1.29% | Reduce -0.5% | 432,007 | $66.0M |
| Assetmark, Inc. | 0.13% | Reduce -0.6% | 403,774 | $61.7M |
| TCTC Holdings, LLC | 1.71% | Reduce -0.1% | 393,864 | $60.2M |
| First Trust Advisors LP | 0.04% | Reduce -1.4% | 366,559 | $56.0M |
| Jane Street Group, LLC | 0.06% | New | 366,467 | $56.0M |
| Citigroup Inc. | 0.03% | Add +388.9% | 348,789 | $53.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +18.9% | 345,410 | $52.8M |
| Quantinno Capital Management LP | 0.09% | Add +13.1% | 340,728 | $52.0M |
| Cerity Partners LLC | 0.07% | Add +11.9% | 329,910 | $50.4M |
| Bank of New York Mellon Corp | 0.01% | Add +3.0% | 327,817 | $50.1M |
| Marshall Wace, LLP | 0.05% | Reduce -53.5% | 322,056 | $49.2M |
| O'shaughnessy Asset Management, LLC | 0.25% | Add +6.7% | 320,027 | $48.9M |
| Stifel Financial Corp. | 0.04% | Add +16.6% | 317,717 | $48.5M |
| Janney Montgomery Scott LLC | 0.12% | Reduce -2.5% | 311,826 | $47.6M |
| Saturna Capital Corp. | 0.67% | Reduce -0.5% | 311,008 | $47.5M |
| Point72 Asset Management | 0.08% | New | 283,837 | $43.4M |
| Cookson Peirce & Co. Inc. | 1.83% | Add +5.5% | 283,617 | $43.3M |
| Focus Partners Wealth | 0.05% | Add +34.5% | 280,428 | $42.8M |
| GMO | 0.11% | Reduce -7.9% | 275,637 | $42.1M |
| US Bancorp \de | 0.05% | Add +0.6% | 268,858 | $41.1M |
| Teachers Retirement System of the State of Kentucky | 0.32% | Reduce -2.5% | 267,950 | $40.9M |
| Woodley Farra Manion Portfolio Management Inc. | 1.98% | Reduce -55.8% | 266,061 | $40.6M |
| HighTower Advisors, LLC | 0.04% | Add +5.3% | 264,639 | $40.4M |
| Bank of Montreal | 0.02% | Reduce -73.7% | 259,345 | $39.6M |
| Adage Capital Partners Gp, L.L.C. | 0.06% | Add +157.5% | 258,000 | $39.4M |
| Clark Capital Management Group, Inc. | 0.24% | Reduce -43.5% | 251,894 | $38.5M |
| Integral Health Asset Management, LLC | 2.02% | No change | 250,000 | $38.2M |
| Massachusetts Financial Services Co. | 0.01% | Add +116.9% | 246,655 | $37.7M |
| Midwest Trust Co | 0.46% | Reduce -3.0% | 242,228 | $37.0M |
| Mariner, LLC | 0.04% | Add +2.1% | 241,552 | $36.9M |
| AQR Capital Management | 0.02% | Add +25.3% | 233,871 | $35.7M |
| First Financial Bankshares Inc | 0.71% | Add +2.7% | 230,854 | $35.3M |
| MML Investors Services, LLC | 0.10% | Reduce -5.4% | 229,593 | $35.1M |
| PNC Financial Services Group, Inc. | 0.02% | Add +4.7% | 220,134 | $33.6M |
| Oppenheimer Asset Management Inc. | 0.38% | Reduce -1.4% | 217,125 | $33.2M |
| D.A. Davidson & Co. | 0.20% | Reduce -3.1% | 212,815 | $32.5M |
| Promethos Capital, LLC | 8.34% | Reduce -9.7% | 203,093 | $31.0M |
| Cetera Investment Advisers | 0.03% | Add +13.5% | 203,045 | $31.0M |
| Tidal Investments LLC | 0.09% | Reduce -14.6% | 193,177 | $29.4M |
| Brandes Investment Partners, LP | 0.20% | Reduce -27.9% | 189,570 | $29.0M |
| Brown Advisory Inc. | 0.05% | Add +0.4% | 189,167 | $28.9M |
| Godsey & Gibb, Inc. | 2.47% | Reduce -2.9% | 185,572 | $28.3M |
| Ferguson Wellman Capital Management, Inc. | 0.38% | New | 182,356 | $27.9M |
| New York State Common Retirement Fund | 0.04% | Reduce -4.3% | 177,396 | $27.1M |
| M&T Bank Corp | 0.09% | Add +13.3% | 174,095 | $26.6M |
| Qube Research & Technologies Ltd | 0.04% | Add +46.0% | 173,137 | $26.4M |
| Foresight Global Investors, Inc. | 17.06% | Reduce -0.0% | 172,053 | $26.3M |
| Osaic Holdings, Inc. | 0.04% | Add +1.4% | 169,012 | $25.8M |
| Managed Asset Portfolios, LLC | 3.01% | Reduce -17.3% | 164,288 | $25.1M |
| Parkwood LLC | 2.21% | Add +10.9% | 163,364 | $25.0M |
| Martin Investment Management, LLC | 7.42% | Reduce -23.3% | 162,204 | $24.8M |
| Captrust Financial Advisors | 0.04% | Reduce -0.1% | 161,008 | $24.6M |
| Mercer Global Advisors Inc. | 0.04% | Add +3.0% | 160,764 | $24.6M |
| Grandfield & Dodd, LLC | 1.35% | Add +1.0% | 156,906 | $24.0M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -7.0% | 156,615 | $23.9M |
"% of holder's portfolio" is NVS's weight in each manager's 13F, not the share of Novartis AG-Sponsored ADR the manager owns.