Security key
66987V109
- Security type / class
- Equity / Ordinary Shares
- Total 13F shares
- 237,639,327
- Total 13F value
- $20,747,226,195
- Share change
- -9,528,888
- Put/Call ratio
- 55%
- SEC-reported price per share
- $87.34
- Number of holders
- 1,126
- Value change
- -$818,359,895
- Number of buys
- 480
- Number of sells
- 500
- Shares outstanding
- 2,181,288,547
Holder snapshot
7 signals
Open additional details 1 more signal available
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q2 2020
Institutions
1,126
Top holders
10
NVS full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q2 2026
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
PRIMECAP MANAGEMENT CO/CA/
Disclosed value leader
PRIMECAP MANAGEMENT CO/CA/
Comparable rows
15/15
Latest evidence
31 Mar 2020
13F
Lead comparable stake: 1.1%
Showing 1-6 of 15 holder rows.
Quick read
PRIMECAP MANAGEMENT CO/CA/ leads the comparable SEC ownership view at 1.1%.
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.
Open SEC evidence
Opens PRIMECAP MANAGEMENT CO/CA/'s linked filing trail.
Comparable ownership
Top 5
PRIMECAP MANAGEMENT CO/CA/
1.1%
DODGE & COX
1.1%
LOOMIS SAYLES & CO L P
0.48%
FRANKLIN RESOURCES INC
0.41%
BANK OF AMERICA CORP /DE/
0.4%
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 |
|---|---|---|---|---|---|
| PRIMECAP MANAGEMENT CO/CA/ |
13F
Company
|
1.1%
|
$1,981,137,000
24,028,340 shares
|
— | 31 Mar 2020 |
| DODGE & COX |
13F
Company
|
1.1%
|
$1,891,522,000
22,941,440 shares
|
— | 31 Mar 2020 |
| LOOMIS SAYLES & CO L P |
13F
Company
|
0.48%
|
$858,119,000
10,407,756 shares
|
— | 31 Mar 2020 |
| FRANKLIN RESOURCES INC |
13F
Company
|
0.41%
|
$732,505,000
8,884,240 shares
|
— | 31 Mar 2020 |
| BANK OF AMERICA CORP /DE/ |
13F
Company
|
0.4%
|
$713,056,000
8,648,328 shares
|
— | 31 Mar 2020 |
| Fisher Asset Management, LLC |
13F
Company
|
0.39%
|
$703,700,000
8,534,868 shares
|
— | 31 Mar 2020 |
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 2020
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
1,126
Shares
237,639,327
Rows available
1,126
| 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 2020 vs Q1 2020 Across Filers
Q1 2020 holders
1,129
Q2 2020 holders
1,126
Holder diff
-3
| Investor | Q1 2020 Shares | Q2 2020 Shares | Share Diff | Share Chg % | Q1 2020 value | Q2 2020 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend