Security key
66987V109
- Security type / class
- Equity / Ordinary Shares
- Total 13F shares
- 140,176,396
- Total 13F value
- $13,569,198,383
- Share change
- -1,078,206
- Put/Call ratio
- 75%
- SEC-reported price per share
- $96.73
- Number of holders
- 1,242
- Value change
- -$108,755,788
- Number of buys
- 492
- Number of sells
- 563
- 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
Q1 2024
Institutions
1,242
Top holders
10
NVS full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 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
DODGE & COX
Disclosed value leader
DODGE & COX
Comparable rows
15/15
Latest evidence
31 Dec 2023
13F
Lead comparable stake: 0.6%
Showing 1-6 of 15 holder rows.
Quick read
DODGE & COX leads the comparable SEC ownership view at 0.6%.
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 DODGE & COX's linked filing trail.
Comparable ownership
Top 5
DODGE & COX
0.6%
PRIMECAP MANAGEMENT CO/CA/
0.59%
MORGAN STANLEY
0.33%
DIMENSIONAL FUND ADVISORS LP
0.28%
LOOMIS SAYLES & CO L P
0.28%
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
|
0.6%
|
$1,329,324,372
13,165,538 shares
|
— | 31 Dec 2023 |
| PRIMECAP MANAGEMENT CO/CA/ |
13F
Company
|
0.59%
|
$1,303,088,226
12,905,697 shares
|
— | 31 Dec 2023 |
| MORGAN STANLEY |
13F
Company
|
0.33%
|
$716,104,945
7,092,253 shares
|
— | 31 Dec 2023 |
| DIMENSIONAL FUND ADVISORS LP |
13F
Company
|
0.28%
|
$613,700,494
6,078,175 shares
|
— | 31 Dec 2023 |
| LOOMIS SAYLES & CO L P |
13F
Company
|
0.28%
|
$606,819,000
6,009,900 shares
|
— | 31 Dec 2023 |
| FRANKLIN TEMPLETON INC |
13F
Company
|
0.27%
|
$597,236,395
5,914,989 shares
|
— | 31 Dec 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 Q1 2024
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
1,242
Shares
140,176,396
Rows available
1,242
| 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 Q1 2024 vs Q1 2024 Across Filers
Q1 2024 holders
1,242
Q1 2024 holders
1,242
Holder diff
0
| Investor | Q1 2024 Shares | Q1 2024 Shares | Share Diff | Share Chg % | Q1 2024 value | Q1 2024 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend