NOVARTIS AG - Ordinary Shares (NVS)

CUSIP: 66987V109

Q2 2023 13F Holders as of 30 Jun 2023

Holder snapshot 7 signals
Share change
-16,211,714
Put/Call ratio
34%
SEC-reported price per share
$100.91
Number of holders
1,196
Value change
-$1,626,426,726
Number of buys
422
Open additional details 1 more signal available
Number of sells
541
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
2,181,288,547

Security key

66987V109

Report period

Q2 2023

Institutions

1,196

Top holders

10

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
0/15
Latest evidence
31 Mar 2023
13F Highest disclosed value: $1,868,766,560 15 rows are not safely comparable across share classes. Showing 1-6 of 15 holder rows.

Quick read

DODGE & COX has the largest disclosed position value at $1.87B.

0 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 DODGE & COX's linked filing trail.
Disclosed position value Top 5
DODGE & COX $1.87B
PRIMECAP MANAGEMENT CO/CA/ $1.51B
BANK OF AMERICA CORP /DE/ $699.63M
FRANKLIN TEMPLETON INC $642.37M
MORGAN STANLEY $608.53M

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
DODGE & COX
13F
Company
13F
—
denominator unverified
$1,868,766,560
20,312,680 shares
— 31 Mar 2023
PRIMECAP MANAGEMENT CO/CA/
13F
Company
13F
—
denominator unverified
$1,511,287,220
16,427,035 shares
— 31 Mar 2023
BANK OF AMERICA CORP /DE/
13F
Company
13F
—
denominator unverified
$699,630,677
7,604,681 shares
— 31 Mar 2023
FRANKLIN TEMPLETON INC
13F
Company
13F
—
denominator unverified
$642,370,524
6,982,292 shares
— 31 Mar 2023
MORGAN STANLEY
13F
Company
13F
—
denominator unverified
$608,530,983
6,614,466 shares
— 31 Mar 2023
LOOMIS SAYLES & CO L P
13F
Company
13F
—
denominator unverified
$607,858,000
6,607,149 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 % 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 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 %
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