Latest Period
Q1 2026
Security Snapshot
NOVARTIS AG - Ordinary Shares (NVS) Institutional Ownership
CUSIP: 66987V109
13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026
Institutions Reporting
1,589
Shares (Excl. Options)
144,309,890
Price
$152.75
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- Security type / class
- Equity / Ordinary Shares
- Symbol
- NVS on NYSE
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 144,309,890
- Total 13F value
- $22,025,827,718
- Portfolio coverage rank
- 0.04%
- Share change
- +11,644,386
- Value change
- +$1,785,214,704
- Number of holders
- 1,589
- Shares outstanding
- 2,181,288,547
- SEC-reported price per share
- $156.72
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- NVS - NOVARTIS AG - Ordinary Shares is tracked under CUSIP 66987V109.
- 1589 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 1,589 to 142 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $22,025,827,718 to $236,283,888.
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 1589 institutions filings for Q1 2026.
Security key
66987V109
Latest holder period
Q1 2026
13F holders
1,589
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 66987V109:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
NVS
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 6.4% | $16,893,294,532 | 139,602,467 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 30 Sep 2024 |
As of 31 Mar 2026, 1,589 institutional investors reported holding 144,309,890 shares of NOVARTIS AG - Ordinary Shares (NVS). This represents 6.6% of the company’s total 2,181,288,547 outstanding shares.
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q1 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 1,507,893 | $236,283,888 | -$49,089,312 | $156.72 | 142 |
| 2026 Q1 | 144,309,890 | $22,025,827,718 | +$1,785,214,704 | $152.75 | 1,589 |
| 2025 Q4 | 133,293,808 | $18,382,185,684 | -$149,397,317 | $137.87 | 1,505 |
| 2025 Q3 | 134,038,457 | $17,188,826,254 | +$55,825,888 | $128.24 | 1,389 |
| 2025 Q2 | 133,423,708 | $16,144,171,651 | -$490,795,407 | $121.01 | 1,369 |
| 2025 Q1 | 137,681,346 | $15,355,489,132 | +$873,070,989 | $111.48 | 1,340 |
| 2024 Q4 | 130,470,605 | $12,709,821,342 | -$223,328,531 | $97.31 | 1,334 |
| 2024 Q3 | 131,987,581 | $15,201,056,989 | -$627,584,183 | $115.02 | 1,303 |
| 2024 Q2 | 137,719,910 | $14,668,222,732 | -$144,104,622 | $106.46 | 1,301 |
| 2024 Q1 | 140,176,396 | $13,569,198,383 | -$108,755,788 | $96.73 | 1,242 |
| 2023 Q4 | 141,021,080 | $14,240,120,151 | -$825,257,959 | $100.97 | 1,268 |
| 2023 Q3 | 148,647,819 | $15,101,329,049 | +$2,385,866 | $101.86 | 1,219 |
| 2023 Q2 | 148,412,479 | $14,945,811,295 | -$1,626,426,726 | $100.91 | 1,196 |
| 2023 Q1 | 162,534,260 | $14,927,486,538 | -$603,160,694 | $92.00 | 1,167 |
| 2022 Q4 | 170,732,151 | $15,466,366,800 | -$870,515,885 | $90.72 | 1,178 |
| 2022 Q3 | 179,604,894 | $13,655,041,391 | -$1,517,874,336 | $76.01 | 1,079 |
| 2022 Q2 | 199,549,854 | $16,868,395,196 | -$491,947,942 | $84.53 | 1,132 |
| 2022 Q1 | 208,076,091 | $18,259,605,452 | -$256,111,310 | $87.75 | 1,130 |
| 2021 Q4 | 211,034,733 | $18,456,804,032 | -$793,360,418 | $87.47 | 1,139 |
| 2021 Q3 | 219,857,265 | $17,981,524,870 | +$259,818,203 | $81.78 | 1,074 |
| 2021 Q2 | 216,752,152 | $19,776,538,734 | -$101,066,270 | $91.24 | 1,115 |
| 2021 Q1 | 218,133,501 | $18,649,888,527 | -$803,320,984 | $85.48 | 1,134 |
| 2020 Q4 | 227,852,721 | $21,515,157,913 | +$231,149,975 | $94.43 | 1,174 |
| 2020 Q3 | 226,235,539 | $19,668,553,299 | -$999,534,657 | $86.96 | 1,114 |
| 2020 Q2 | 237,639,327 | $20,747,226,195 | -$818,359,895 | $87.34 | 1,126 |