Novartis AG-RegNVSEF
13F holders, Q2 2025 (June 30)4holders
1new positions
1sold out
$120.96avg. 13F price*
At the end of Q2 2025, 4 institutions reported holding Novartis AG-Reg (NVSEF) in their 13F filings, unchanged from Q1 2025. 1 opened new positions and 1 sold out. The largest holders were Boston Common Asset Management, LLC ($18.6M), Partners Capital Investment Group, LLP ($5.1M) and Old Mission Capital LLC ($5.0M).
- Company
- Novartis AG-Reg
- CUSIP
- H5820Q150
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $5.0M |
| Exits | 1 | $11.0M |
All 13F filers, Q1 2025 → Q2 2025: 41,649 shares bought and 110,333 shares sold, net −68,684 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Boston Common Asset Management, LLC | 0.52% | Reduce -3.2% | 153,832 | $18.6M |
| Partners Capital Investment Group, LLP | 0.21% | Reduce -7.9% | 42,461 | $5.1M |
| Old Mission Capital LLC | 0.13% | New | 41,649 | $5.0M |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.19% | Reduce -11.8% | 19,275 | $2.3M |
"% of holder's portfolio" is NVSEF's weight in each manager's 13F, not the share of Novartis AG-Reg the manager owns.