NVS Institutional Ownership
Who owns Novartis AG and what the big funds did with it last quarter, from every SEC 13F filing. 1,623 funds reported holding NVS at Jun 30, 2026.
- ●628 buying vs 644 selling
- ▼Shares held by funds -5.9%
- ▲Funds holding +19
- ●Superinvestors: 2 added, 2 cut
- ▼Put/call 3.35 to 4.18
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 1,623 | 1,604 | +1.2% |
| In funds' top 10 | 10 | 17 | −41.2% |
| 13F shares | 136M | 144M | −5.9% |
| Held by funds | – | – | – |
| New positions | 109 | 174 | −37.4% |
| Increased | 519 | 523 | −0.8% |
| Reduced | 556 | 534 | +4.1% |
| Sold out | 88 | 87 | +1.1% |
| Calls (shares) | 736K | 573K | +28.6% |
| Puts (shares) | 3.1M | 1.9M | +60.2% |
| Put/call ratio | 4.18 | 3.35 | +24.5% |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in NVS
All superinvestors →
Who owns NVS
share of fund held shares- Index and passive funds11.5%
- Active managers and hedge funds65.0%
- Banks and brokers23.0%
- Pensions, insurers and other0.5%
The top 10 holders own 45.1% of all NVS shares that funds reported. Groups are our own grouping of filers by name.
Put/call ratio
funds' options, market makers left outAbove 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.
Filed so far for Q3 2026
593 funds changed their position- Cookson Peirce & Co IncSold out−284K sh
- Miller Howard Investments Inc /nyNew+230K sh
- Mirae Asset Global Investments Co., Ltd.Trimmed−146K sh
- Boston Common Asset Management, LLCTrimmed−83K sh
- Cambridge Investment Research Advisors, Inc.Trimmed−67K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Fisher Asset Management, LLC | – | 15.5M | $2.4B | +1.6M |
| 2 | Morgan Stanley | – | 8.7M | $1.4B | +200K |
| 3 | Dimensional Fund Advisors LP | – | 8.1M | $1.3B | +7,470 |
| 4 | Primecap Management Co/ca/ | – | 6.6M | $1B | −975K |
| 5 | Loomis Sayles & Co L P | – | 5.2M | $821M | −187K |
| 6 | Bank of America Corp /de/ | – | 4.9M | $769M | −53K |
| 7 | Franklin Resources Inc | – | 3.3M | $510M | −159K |
| 8 | BlackRock, Inc. | – | 3M | $478M | +98K |
| 9 | Goldman Sachs Group Inc | – | 3M | $467M | −3.5M |
| 10 | Northern Trust Corp | – | 2.8M | $438M | +6,517 |
- Fisher Asset Management, LLC+1.6M sh+$257M
- Holocene Advisors, LP+1M sh+$163M
- Millennium Management LLC+758K sh+$119M
- Jpmorgan Chase & Co+460K sh+$72.5M
- Wcm Investment Management, LLC+441K sh+$69.5M
- Fmr LLC+364K sh+$57.1M
- Farallon Capital Management, L.l.c.+363K sh+$56.9M
- Agf Management Ltd+360K sh+$56.5M
- Dodge & Cox−6.2M sh−$973M
- Goldman Sachs Group Inc−3.5M sh−$556M
- State Street Corp−1.3M sh−$211M
- Primecap Management Co/ca/−975K sh−$153M
- UBS Group AG−609K sh−$95.4M
- Jane Street Group, LLC−356K sh−$55.8M
- Renaissance Technologies LLC−324K sh−$50.7M
- GQG Partners LLC−296K sh−$46.4M
NVS institutional ownership FAQ
Who owns the most NVS stock?
In Q2 2026 13F filings the largest holder of NVS was Fisher Asset Management, LLC, followed by Morgan Stanley and Dimensional Fund Advisors LP. Index fund managers are usually the biggest holders of large companies.
What percentage of NVS is owned by institutions?
1,623 funds reported holding 136M NVS shares at Jun 30, 2026.
Are hedge funds buying NVS?
In Q2 2026, 628 funds bought NVS (109 of them new positions) and 644 sold (88 sold out completely). Among well known investors, 2 added and 2 cut. Our fund sentiment for NVS is neutral.
What is NVS's institutional put/call ratio?
Funds reported $482M of NVS puts against $115M of calls, a put/call ratio of 4.18 (3.35 the quarter before). Market makers and bank trading desks are left out, since their options are mostly hedges.
How current is this NVS ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.