NVS

Novartis Ag-sponsored Adr

+$3.6B

Net Activity

Institutions Holding

1603

Popularity Rank

#204

Avg Weight

0.23%

Total Value

$23.0B

Ownership Trend

1603 institutions currently hold NVS, with 715 net buyers and 642 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

642

Net Buying Institutions

715

Key Holders

Key Holders

Top 5 by Value

FA
Fisher Asset Management, LLC
$2.1B
MS
Morgan Stanley
$1.3B
DF
Dimensional Fund Advisors LP
$1.2B
PM
Primecap Management Co/ca/
$1.2B
D&
Dodge & Cox
$1.1B

Top 5 by Conviction

CC
Cullen Capital Management, LLC
3.19%
SI
Scharf Investments, LLC
2.77%
BJ
Bristol John W & Co INC /ny/
1.41%
HP
Harvest Portfolios Group Inc.
1.15%
LS
Loomis Sayles & Co L P
1.12%
View all 1603 holding institutions

Quarterly Activity

Recent Activity

+$11.9B

Total Buy Value

$12.0B

Total Sell Value

New buy178
Trim555
Add537
Sold out87

715

Net Buyers

642

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding NOVARTIS AG-SPONSORED ADR (NVS)?
Major stakeholders currently include Fisher Asset Management, LLC ($2.1B), Morgan Stanley ($1.3B), Dimensional Fund Advisors LP ($1.2B). Based on the latest 13F filings, there are a total of 1603 tracked investment funds and institutions maintaining positions in NVS.
What is the overall institutional sentiment toward NVS recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $3.6B, driven by 715 managers accumulating shares while 642 reduced their exposure.
Which institutions have been selling or reducing their NVS positions?
In the latest period, 555 funds trimmed their holdings, and 87 managers completely exited their positions. The aggregate reported sell value was $12.0B.
Are there any notable investors adding NVS to their portfolios?
Yes, buying activity remains notable. 178 institutions opened new positions in {ticker}, and 537 existing holders added to their shares. The total reported buy value for the quarter amounted to $11.9B.

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