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NVS Institutional Ownership & 13F Holders | SmartMoneyDB

NVSNOVARTIS A G SPONSORED ADR ADR

COM · CUSIP 66987V109

Smart Money Ownership

Of the 15 tracked institutions holding NVS, 11 have a 3-year clone track record — 9 of them beat the S&P. Average holder's clone alpha: +4.4pt. It's a gauge of who owns the name, not just how many.

Steve Cohen

$43.4M · 0.1% of book

+11.9pt

Jim Simons

$169.8M · 0.3% of book

$126.1M · 0.1% of book

+6.7pt

NVS (NOVARTIS A G SPONSORED ADR ADR) Institutional Ownership Summary

Among the 15 tracked institutional investors we monitor, NVS (NOVARTIS A G SPONSORED ADR ADR) is held with a combined value of $3.55B across 23,210,438 shares. The largest holder is Fisher Asset Management, LLC with a position worth $2.12B (0.72% of their portfolio). Point72 Asset Management, L.P. opened a new position in the most recent quarter. 9 funds increased their holdings. 5 funds reduced their position.

Total Institutional Value

$3.55B

Total Shares Held

23,210,438

Institutional Holders

This Quarter's Biggest Movers

Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.

Biggest Buyers

Fisher Asset Management, LLC+86% shares~$980.7M Point72 Asset Management, L.P.New position~$43.4M CITADEL ADVISORS LLC+31% shares~$29.5M ADAGE CAPITAL PARTNERS GP, L.L.C.+158% shares~$24.1M BlackRock, Inc.+5% shares~$21.5M

13F Institutional Holders

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Fisher Asset Management, LLC

RENAISSANCE TECHNOLOGIES LLC

Point72 Asset Management, L.P.

0.08% of bookNew

$43.36M

Grantham, Mayo, Van Otterloo & Co. LLC

0.11% of book-7.9%

$42.10M

ADAGE CAPITAL PARTNERS GP, L.L.C.

0.06% of book+157.5%

$39.41M

AQR CAPITAL MANAGEMENT LLC

0.02% of book+25.3%

$35.72M

#	Fund	Value↓	Shares	Portfolio %	Change
1	Fisher Asset Management, LLC	$2.12B	13,885,749	0.72%	+86.0%
2	BlackRock, Inc.	$450.58M	2,949,760	0.01%	+5.0%
3	FMR LLC	$258.60M	1,692,993	0.01%	+1.8%
4	STATE STREET CORP	$216.16M	1,385,892	0.01%	-4.4%
5	RENAISSANCE TECHNOLOGIES LLC	$169.83M	1,111,833	0.27%	-17.2%
6	CITADEL ADVISORS LLC	$126.06M	825,300	0.09%	+30.5%
7	Point72 Asset Management, L.P.	$43.36M	283,837	0.08%	New
8	Grantham, Mayo, Van Otterloo & Co. LLC	$42.10M	275,637	0.11%	-7.9%
9	ADAGE CAPITAL PARTNERS GP, L.L.C.	$39.41M	258,000	0.06%	+157.5%
10	AQR CAPITAL MANAGEMENT LLC	$35.72M	233,871	0.02%	+25.3%

Congress Trading

8 members · 21 disclosed trades in NVS

Member	Type	Amount	Date
Alan Armstrong	Buy	$1,001 - $15,000	Mar 31, 2026
Alan Armstrong	Buy	$15,001 - $50,000	Mar 30, 2026
Lisa McClain	Sell	$1,001 - $15,000	Oct 31, 2025
Lisa McClain	Sell	$1,001 - $15,000

Frequently Asked Questions

Which institutional investors own the most NVS stock?

As of the latest SEC 13F filings, Fisher Asset Management, LLC is the largest institutional holder of NVS with a position worth $2.12B, representing 0.72% of their portfolio. In total, 15 institutional investors hold NVS with a combined value of $3.55B.

Are hedge funds buying or selling NVS?

In the most recent quarter, 1 fund opened a new position in NVS. Additionally, 9 increased their holdings and 5 reduced their positions.

What percentage of NVS is owned by institutional investors?

Institutional investors hold $3.55B worth of NVS stock across 15 positions. The largest institutional holder is Fisher Asset Management, LLC with $2.12B in holdings.

What is a 13F filing and why does it matter for NVS?

A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For NVS, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.

Track NVS institutional moves

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