Security key
66987V109
- Security type / class
- Equity / Ordinary Shares
- Total 13F shares
- 236,112,249
- Total 13F value
- $21,374,116,608
- Share change
- -1,911,188
- Put/Call ratio
- 66%
- SEC-reported price per share
- $90.53
- Number of holders
- 841
- Value change
- -$158,182,158
- Number of buys
- 349
- Number of sells
- 381
- Shares outstanding
- 2,181,288,547
Holder snapshot
7 signals
Show 1 more signal
Security identity
1 source field
Report period
Q2 2014
Institutions
841
Top holders
10
NVS full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2014
Previous quarter: Q1 2014
NOVARTIS AG SEC filings
NOVARTIS AG company facts
Broader feeds
Reporting periods
Holder history for CUSIP 66987V109
Recent filing periods:
Ownership snapshot
Top reported holders of NVS - NOVARTIS AG - Ordinary Shares (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
DODGE & COX
Disclosed value leader
DODGE & COX
Comparable rows
15/15
Latest evidence
31 Mar 2014
13F
Lead comparable stake: 2.1%
Showing 1-6 of 15 holder rows.
Quick read
DODGE & COX leads the comparable SEC ownership view at 2.1%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Comparable ownership
Top 5
DODGE & COX
2.1%
PRIMECAP MANAGEMENT CO/CA/
1.1%
BROWN BROTHERS HARRIMAN & CO
0.57%
WELLS FARGO & COMPANY/MN
0.32%
Fisher Asset Management, LLC
0.27%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| DODGE & COX |
13F
Company
|
2.1%
|
$3,948,428,000
46,441,169 shares
|
— | 31 Mar 2014 |
| PRIMECAP MANAGEMENT CO/CA/ |
13F
Company
|
1.1%
|
$2,041,720,000
24,014,586 shares
|
— | 31 Mar 2014 |
| BROWN BROTHERS HARRIMAN & CO |
13F
Company
|
0.57%
|
$1,053,101,000
12,386,504 shares
|
— | 31 Mar 2014 |
| WELLS FARGO & COMPANY/MN |
13F
Company
|
0.32%
|
$590,337,000
6,943,583 shares
|
— | 31 Mar 2014 |
| Fisher Asset Management, LLC |
13F
Company
|
0.27%
|
$500,707,000
5,889,287 shares
|
— | 31 Mar 2014 |
| UBS AG |
13F
Company
|
0.19%
|
$355,547,000
4,181,921 shares
|
— | 31 Mar 2014 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q2 2014
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
841
Shares
236,112,249
Rows available
841
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q2 2014 vs Q1 2014 Across Filers
Q1 2014 holders
827
Q2 2014 holders
841
Holder diff
14
| Investor | Q1 2014 Shares | Q2 2014 Shares | Share Diff | Share Chg % | Q1 2014 value | Q2 2014 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend