Novartis AG ADR (NVS) Ownership

89.84 ↓2.97 (-3.20%)
As of Market Close on January 26th, 2023.

Institutional Ownership

Dodge & Cox is the biggest individual institutional holder of Novartis AG ADR (NVS), owning a total of 21 million shares. Combined, the top 21 institutional holders of NVS own 5.72% of the company with a total of 123.1 million shares.

In the latest ownership report on September 30th 2022, the top 21 institutional holders decreased their combined ownership of NVS by 3.1 million shares. 7 institutions bought 1,524,880 total additional shares and increased their ownership by an average of 5.45%. However 13 institutions sold 4,603,407 total shares and decreased their ownership by an average of 5.94%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Novartis AG ADR decreased by a net total of -3,078,527 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Dodge & Cox0.979%-6.669%21,048,657-1,504,1122022-09-30
PRIMECAP Management Company0.811%-0.857%17,453,150-150,9302022-09-30
Loomis, Sayles & Company LP0.694%-3.587%14,929,752-555,4682022-09-30
Bank of America Corp0.336%-2.789%7,217,174-207,0772022-09-30
Franklin Resources Inc0.335%-3.853%7,199,679-288,4952022-09-30
Dimensional Fund Advisors, Inc.0.302%7.713%6,503,191465,6772022-09-30
Morgan Stanley - Brokerage Accounts0.284%-4.505%6,110,503-288,2832022-09-30
Wellington Management Company LLP0.237%10.467%5,087,602482,0802022-09-30
Charles Schwab Investment Management Inc0.211%1.872%4,527,46183,2102022-09-30
Cullen Capital Management, LLC0.161%3.090%3,467,273103,9412022-09-30
HHG PLC0.155%4.703%3,339,270149,9862022-09-30
Renaissance Technologies Corp0.148%-15.899%3,181,870-601,5002022-09-30
Goldman Sachs Group Inc0.125%1.902%2,685,46350,1312022-09-30
Northern Trust Corp0.122%-5.082%2,627,123-140,6712022-09-30
Principal Financial Group Inc0.114%8.370%2,458,231189,8552022-09-30
UBS Group AG0.109%-10.101%2,343,023-263,2652022-09-30
Two Sigma Advisers, LLC0.109%-9.226%2,335,800-237,4002022-09-30
Wells Fargo & Co0.108%-11.845%2,317,185-311,3352022-09-30
State Street Corporation0.090%-2.164%1,927,277-42,6282022-09-30
Manning & Napier Group, LLC0.083%-0.679%1,790,690-12,2432022-09-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Dodge & Cox0.979%-6.669%21,048,657-1,504,1122022-09-30
PRIMECAP Management Company0.811%-0.857%17,453,150-150,9302022-09-30
Loomis, Sayles & Company LP0.694%-3.587%14,929,752-555,4682022-09-30
Bank of America Corp0.336%-2.789%7,217,174-207,0772022-09-30
Franklin Resources Inc0.335%-3.853%7,199,679-288,4952022-09-30
Dimensional Fund Advisors, Inc.0.302%7.713%6,503,191465,6772022-09-30
Morgan Stanley - Brokerage Accounts0.284%-4.505%6,110,503-288,2832022-09-30
Wellington Management Company LLP0.237%10.467%5,087,602482,0802022-09-30
Boston Partners Global Investors, Inc0.213%-0.561%4,584,318-25,8572022-06-30
Charles Schwab Investment Management Inc0.211%1.872%4,527,46183,2102022-09-30
Cullen Capital Management, LLC0.161%3.090%3,467,273103,9412022-09-30
HHG PLC0.155%4.703%3,339,270149,9862022-09-30
Renaissance Technologies Corp0.148%-15.899%3,181,870-601,5002022-09-30
Goldman Sachs Group Inc0.125%1.902%2,685,46350,1312022-09-30
Northern Trust Corp0.122%-5.082%2,627,123-140,6712022-09-30
Principal Financial Group Inc0.114%8.370%2,458,231189,8552022-09-30
UBS Group AG0.109%-10.101%2,343,023-263,2652022-09-30
Two Sigma Advisers, LLC0.109%-9.226%2,335,800-237,4002022-09-30
Wells Fargo & Co0.108%-11.845%2,317,185-311,3352022-09-30
State Street Corporation0.090%-2.164%1,927,277-42,6282022-09-30
Manning & Napier Group, LLC0.083%-0.679%1,790,690-12,2432022-09-30

Mutual Fund Ownership

Dodge & Cox Stock I is the biggest individual fund holder of Novartis AG ADR (NVS), owning a total of 14.9 million shares. Combined, the top 20 mutual fund holders of NVS own 2.53% of the company with a total of 54.3 million shares.

In the latest ownership report on December 31st 2022, the top 20 fund holders increased their combined ownership of NVS by 29 thousand shares. 1 funds bought 28,710 total additional shares and increased their ownership by an average of 2.54%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Novartis AG ADR increased by a net total of 28,710 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Janus Henderson Glb Life Scn I2 USD0.054%2.537%1,160,25628,7102022-12-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Dodge & Cox Stock I0.693%-5.014%14,909,200-787,0002022-09-30
Vanguard PRIMECAP Inv0.487%-0.206%10,478,025-21,5802022-10-31
Loomis Sayles Growth Y0.141%-17.405%3,021,985-636,7912022-11-30
Franklin Mutual Global Discovery Z0.109%0.000%2,335,62102022-11-30
Vanguard Capital Opportunity Inv0.106%0.000%2,277,33002022-10-31
Principal Equity Income A0.103%0.000%2,218,21802022-11-30
Hartford Dividend and Growth Y0.098%-1.049%2,100,314-22,2632022-11-30
Franklin Mutual Shares Z0.080%0.000%1,721,35202022-11-30
Vanguard PRIMECAP Core Inv0.080%-1.333%1,717,070-23,2002022-10-31
DFA International Core Equity I0.072%-23.382%1,541,707-470,4982022-11-30
Loomis Sayles Large Cap Growth Trust C0.066%-13.587%1,409,775-221,6592022-11-30
Dodge & Cox Balanced I0.060%-15.197%1,292,400-231,6002022-09-30
Dodge & Cox Balanced Composite0.060%-15.197%1,292,400-231,6002022-09-30
Janus Henderson Global Life Sciences0.056%8.597%1,207,41095,5842022-09-30
Janus Henderson Global Life Sciences D0.056%8.597%1,207,41095,5842022-09-30
Franklin Mutual Beacon Z0.056%-6.551%1,193,621-83,6732022-11-30
Janus Henderson Glb Life Scn I2 USD0.054%2.537%1,160,25628,7102022-12-31
DFA International Value I0.053%-0.065%1,135,179-7392022-11-30
Vanguard Windsor™ II Inv0.049%0.000%1,059,80002022-10-31
Janus Global Life Science A USD0.049%4.326%1,056,86243,8282022-09-30

Discussions

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HousewifeTrader

$NVS this is my only green stonk!

I really like this stonk.

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a

$NVS HODL

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145zip

$NVS we like the stock

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leahmccourt

$NVS Longs will be rewarded handsomely

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145zip

$NVS the catalyst we need !

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