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Of the 16 tracked institutions holding NVS, 11 have a 3-year clone track record — 9 of them beat the S&P. Average holder's clone alpha: +3.8pt. It's a gauge of who owns the name, not just how many.
Among the 16 tracked institutional investors we monitor, NVS (NOVARTIS A G SPONSORED ADR ADR) is held with a combined value of $3.69B across 23,572,876 shares. The largest holder is Fisher Asset Management, LLC with a position worth $2.43B (0.72% of their portfolio). 2 funds opened new positions in the most recent quarter. 6 funds increased their holdings. 7 funds reduced their position.
Total Institutional Value
$3.69B
Total Shares Held
23,572,876
Institutional Holders
16
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | Fisher Asset Management, LLC | $2.43B | 0.72% | +11.8% |
| 2 | BlackRock, Inc. | $477.68M | 0.01% | +3.3% |
| 3 | FMR LLC | $322.44M | 0.01% | +21.5% |
| 4 | RENAISSANCE TECHNOLOGIES LLC | $123.50M | 0.17% | -29.1% |
| 5 | MILLENNIUM MANAGEMENT LLC | $118.80M | 0.08% | +331.2% |
| 6 | CITADEL ADVISORS LLC | $50.28M | 0.03% | New |
| 7 | AQR CAPITAL MANAGEMENT LLC | $44.07M | 0.02% | +20.2% |
| 8 | Grantham, Mayo, Van Otterloo & Co. LLC | $38.55M | 0.09% | -10.8% |
| 9 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $38.48M | 0.05% | -4.8% |
| 10 | Point72 Asset Management, L.P. | $16.64M | 0.03% | -62.6% |
| Member | Type | Date |
|---|---|---|
| Kevin Hern | Sell | Aug 27, 2026 |
| Alan Armstrong | Buy | Mar 31, 2026 |
| Alan Armstrong | Buy | Mar 30, 2026 |
| Lisa McClain | Sell |
As of the latest SEC 13F filings, Fisher Asset Management, LLC is the largest institutional holder of NVS with a position worth $2.43B, representing 0.72% of their portfolio. In total, 16 institutional investors hold NVS with a combined value of $3.69B.
In the most recent quarter, 2 funds opened a new position in NVS. Additionally, 6 increased their holdings and 7 reduced their positions.
Institutional investors hold $3.69B worth of NVS stock across 16 positions. The largest institutional holder is Fisher Asset Management, LLC with $2.43B in holdings.
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.
Get notified when hedge funds change their NVS positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
| Oct 31, 2025 |
| Lisa McClain | Sell | Oct 30, 2025 |
| Lisa McClain | Buy | Oct 30, 2025 |
| Lisa McClain | Sell | Sep 25, 2025 |
| Lisa McClain | Buy | Sep 11, 2025 |
Showing 8 of 22. STOCK Act disclosures lag up to 45 days.
Last Close
$141.00
2026-10-02
YTD
+1.8%
41% of 52-week range