Novartis AG-RegNVSEF

13F holders, Q3 2025 (September 30)
4holders
1new positions
1sold out
$125.81avg. 13F price*

At the end of Q3 2025, 4 institutions reported holding Novartis AG-Reg (NVSEF) in their 13F filings, unchanged from Q2 2025. 1 opened new positions and 1 sold out. The largest holders were Boston Common Asset Management, LLC ($16.2M), Partners Capital Investment Group, LLP ($5.3M) and Generali Investments CEE, investicni spolecnost, a.s. ($2.3M).

Company
Novartis AG-Reg
CUSIP
H5820Q150
Latest filing quarter
Q2 2026

History

Number of 13F holders

01234 Q1 2024: 3Q1 2024Q2 2024: 3Q2 2024Q3 2024: 2Q3 2024Q4 2024: 2Q4 2024Q1 2025: 4Q1 2025Q2 2025: 4Q2 2025Q3 2025: 4Q3 2025Q4 2025: 2Q4 2025Q1 2026: 2Q1 2026Q2 2026: 2Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions1$70K
Exits1$5.0M

All 13F filers, Q2 2025 → Q3 2025: 560 shares bought and 67,690 shares sold, net −67,130 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 4 holders

Boston Common Asset Management, LLC 0.45% Reduce -16.1% 129,013 $16.2M
Partners Capital Investment Group, LLP 0.21% No change 42,461 $5.3M
Generali Investments CEE, investicni spolecnost, a.s. 0.17% Reduce -6.3% 18,053 $2.3M
Saranac Partners Ltd 0.01% New 560 $70K

"% of holder's portfolio" is NVSEF's weight in each manager's 13F, not the share of Novartis AG-Reg the manager owns.