Latest Period
Q2 2026
Security Snapshot
Novartis AG - Common Stock - Foreign Institutional Ownership
CUSIP: 007103065
13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026
Institutions Reporting
2
Shares (Excl. Options)
503,667
Price
$156.79
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- Security type / class
- Equity / Common Stock - Foreign
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 503,667
- Total 13F value
- $78,908,990
- Portfolio coverage rank
- 0%
- Share change
- +25,081
- Value change
- +$3,929,133
- Number of holders
- 2
- SEC-reported price per share
- $156.79
Latest holder snapshot
4 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- 007103065 - Novartis AG - Common Stock - Foreign is tracked under CUSIP 007103065.
- 2 institutions reported positions in Q2 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 2 to 2 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $72,321,868 to $78,908,990.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 2 institutions filings for Q2 2026.
Security key
007103065
Latest holder period
Q2 2026
13F holders
2
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 007103065:
As of 30 Jun 2026, 2 institutional investors reported holding 503,667 shares of Novartis AG - Common Stock - Foreign.
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
48
Latest
Q2 2026
Rows shown
1-25 of 48
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 503,667 | $78,908,990 | +$3,929,133 | $156.79 | 2 |
| 2026 Q1 | 478,586 | $72,321,868 | +$8,052,768 | $150.78 | 2 |
| 2025 Q4 | 425,309 | $58,847,889 | -$1,632,268 | $138.35 | 2 |
| 2025 Q3 | 437,106 | $54,976,712 | -$477,211 | $125.80 | 2 |
| 2025 Q2 | 440,894 | $53,424,708 | +$49,093,182 | $121.01 | 2 |
| 2025 Q1 | 35,851 | $3,964,582 | -$2,197,479 | $110.59 | 2 |
| 2024 Q4 | 58,301 | $5,706,211 | +$3,137,604 | $97.88 | 3 |
| 2024 Q3 | 26,244 | $3,022,345 | +$30,304 | $114.98 | 2 |
| 2024 Q2 | 25,980 | $2,780,434 | -$460,195 | $107.03 | 2 |
| 2024 Q1 | 30,280 | $2,937,222 | +$1,063,719 | $96.94 | 2 |
| 2023 Q4 | 19,314 | $1,947,578 | -$77,141 | $100.84 | 1 |
| 2023 Q3 | 20,079 | $2,060,358 | +$1,094,363 | $102.61 | 1 |
| 2023 Q2 | 9,414 | $947,030 | $100.60 | 1 | |
| 2023 Q1 | 9,414 | $863,135 | -$660,141 | $91.69 | 1 |
| 2022 Q4 | 16,614 | $1,501,042 | +$200,031 | $90.35 | 1 |
| 2022 Q3 | 14,400 | $1,105,036 | $76.74 | 1 | |
| 2022 Q2 | 14,400 | $1,216,107 | -$28,223,893 | $84.45 | 1 |
| 2022 Q1 | 323,370 | $29,440,000 | +$1,477,781 | $91.04 | 1 |
| 2021 Q4 | 307,138 | $27,993,000 | +$3,454,261 | $91.14 | 1 |
| 2021 Q3 | 269,238 | $22,468,000 | +$4,076,882 | $83.45 | 1 |
| 2021 Q2 | 220,384 | $20,081,000 | -$11,096,743 | $91.12 | 1 |
| 2021 Q1 | 342,168 | $26,909,000 | -$1,832,045 | $78.64 | 1 |
| 2020 Q4 | 361,405 | $31,273,140 | +$15,622,035 | $90.35 | 2 |
| 2020 Q3 | 179,877 | $15,266,319 | +$1,832,606 | $85.79 | 2 |
| 2020 Q2 | 158,244 | $13,771,662 | +$2,120,677 | $87.01 | 2 |