Security key
66987V109
- Security type / class
- Equity / Ordinary Shares
- Shares outstanding
- 2,181,288,547
- Total 13F shares
- 148,412,479
- Share change
- -16,211,714
- Total reported value
- $14,945,811,295
- Put/Call ratio
- 34%
- Reported price per share
- $100.91
- Number of holders
- 1,196
- Value change
- -$1,626,426,726
- Number of buys
- 422
- Number of sells
- 541
Security identity
Holder snapshot
Report period
Q2 2023
Institutions
1,196
Top holders
10
NVS full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2023
Previous quarter: Q1 2023
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.
Lead holder
DODGE & COX
13D/G signal
—
Evidence rows
15
Latest as of
31 Mar 2023
13F
Lead comparable stake: 0.93%
Showing 1-6 of 15 holder rows.
Rank 1 holder
DODGE & COX
13F
- Ownership
- 0.93%
- Position
- $1.87B
Rank 2 holder
PRIMECAP MANAGEMENT CO/CA/
13F
- Ownership
- 0.75%
- Position
- $1.51B
Rank 3 holder
ENVESTNET ASSET MANAGEMENT INC
13F
- Ownership
- 0.39%
- Position
- $112.67M
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| DODGE & COX |
13F
Company
|
0.93%
|
$1,868,766,560
20,312,680 shares
|
— | 31 Mar 2023 |
| PRIMECAP MANAGEMENT CO/CA/ |
13F
Company
|
0.75%
|
$1,511,287,220
16,427,035 shares
|
— | 31 Mar 2023 |
| ENVESTNET ASSET MANAGEMENT INC |
13F
Company
|
0.39%
|
$112,668,858
8,461,446 shares
|
— | 31 Mar 2023 |
| BANK OF AMERICA CORP /DE/ |
13F
Company
|
0.35%
|
$699,630,677
7,604,681 shares
|
— | 31 Mar 2023 |
| FRANKLIN RESOURCES INC |
13F
Company
|
0.32%
|
$642,370,524
6,982,292 shares
|
— | 31 Mar 2023 |
| MORGAN STANLEY |
13F
Company
|
0.3%
|
$608,530,983
6,614,466 shares
|
— | 31 Mar 2023 |
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 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
1,196
Shares
148,412,479
Rows available
1,196
| Investor | Option | Weight % | Change % | Reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* 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 failed the local validity check.
Compare Q2 2023 vs Q1 2023 Across Filers
Q1 2023 holders
1,167
Q2 2023 holders
1,196
Holder diff
29
| Investor | Q1 2023 Shares | Q2 2023 Shares | Share Diff | Share Chg % | Q1 2023 value | Q2 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend