Novartis AG

Historical 13F Holders

Symbol
NVS
CUSIP
66987V109
All holders as of
Q2 2026
Type
Equity
Class
SPONSORED ADR
Reported Value, Excluding Options
Total Filings

13D/G Filers

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Each filer's latest filing for 66987V109 since 12/18/2024, largest first.

Filer % of Class Filed
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 13G 6.4% 7/17/2025
Event 9/30/2024

13F Holders by Quarter

Period Filings Shares, Excl. Options Value, Excl. Options
2026 Q3 254 2.68 M $380 M
2026 Q2 1,688 136 M $21.3 B
2026 Q1 1,654 144 M $22.0 B
2025 Q4 1,566 134 M $18.4 B
2025 Q3 1,458 135 M $17.3 B
2025 Q2 1,434 134 M $16.2 B
2025 Q1 1,406 139 M $15.4 B
2024 Q4 1,383 131 M $12.7 B
2024 Q3 1,359 133 M $15.2 B
2024 Q2 1,361 146 M $15.5 B
2024 Q1 1,295 155 M $15.0 B
2023 Q4 1,316 152 M $15.3 B
2023 Q3 1,261 149 M $15.1 B
2023 Q2 1,245 149 M $15.0 B
2023 Q1 1,221 176 M $15.3 B
2022 Q4 1,229 173 M $16.1 B
2022 Q3 1,126 184 M $14.0 B
2022 Q2 1,169 200 M $16.9 B
2022 Q1 1,172 209 M $18.3 B
2021 Q4 1,184 211 M $18.5 B
2021 Q3 1,117 220 M $18.0 B
2021 Q2 1,152 217 M $19.8 B
2021 Q1 1,173 219 M $18.7 B
2020 Q4 1,227 231 M $22.2 B
2020 Q3 1,173 226 M $19.7 B
2020 Q2 1,177 238 M $20.8 B
2020 Q1 1,187 249 M $20.6 B
2019 Q4 1,221 260 M $24.6 B
2019 Q3 1,135 244 M $21.3 B
2019 Q2 1,156 259 M $23.7 B
2019 Q1 1,182 274 M $26.2 B
2018 Q4 1,126 273 M $23.4 B
2018 Q3 1,071 261 M $22.5 B
2018 Q2 1,020 257 M $19.4 B
2018 Q1 1,049 256 M $20.7 B
2017 Q4 1,042 251 M $21.1 B
2017 Q3 974 259 M $22.2 B
2017 Q2 958 260 M $21.7 B
2017 Q1 944 272 M $20.2 B
2016 Q4 941 255 M $18.6 B
2016 Q3 913 239 M $18.9 B
2016 Q2 915 237 M $19.6 B
2016 Q1 907 239 M $17.3 B
2015 Q4 964 236 M $20.4 B
2015 Q3 955 234 M $21.5 B
2015 Q2 974 236 M $23.2 B
2015 Q1 968 234 M $23.6 B
2014 Q4 959 236 M $22.4 B
2014 Q3 916 234 M $22.6 B
2014 Q2 879 239 M $22.2 B
2014 Q1 868 238 M $20.8 B