NOVARTIS AG - Ordinary Shares (NVS)

CUSIP: 66987V109

Q2 2024 13F Holders as of 30 Jun 2024

Holder snapshot 7 signals
Share change
-1,442,158
Put/Call ratio
104%
SEC-reported price per share
$106.46
Number of holders
1,301
Value change
-$144,104,622
Number of buys
536
Open additional details 1 more signal available
Number of sells
542
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 2024

Institutions

1,301

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
PRIMECAP MANAGEMENT CO/CA/
Disclosed value leader
PRIMECAP MANAGEMENT CO/CA/
Comparable rows
0/15
Latest evidence
31 Mar 2024
13F Highest disclosed value: $1,201,169,441 15 rows are not safely comparable across share classes. Showing 1-6 of 15 holder rows.

Quick read

PRIMECAP MANAGEMENT CO/CA/ has the largest disclosed position value at $1.2B.

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 PRIMECAP MANAGEMENT CO/CA/'s linked filing trail.
Disclosed position value Top 5
PRIMECAP MANAGEMENT CO/CA/ $1.2B
DODGE & COX $1.2B
MORGAN STANLEY $702.1M
DIMENSIONAL FUND ADVISORS LP $582.13M
LOOMIS SAYLES & CO L P $572.45M

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
PRIMECAP MANAGEMENT CO/CA/
13F
Company
13F
—
denominator unverified
$1,201,169,441
12,417,755 shares
— 31 Mar 2024
DODGE & COX
13F
Company
13F
—
denominator unverified
$1,195,000,969
12,353,985 shares
— 31 Mar 2024
MORGAN STANLEY
13F
Company
13F
—
denominator unverified
$702,103,509
7,258,381 shares
— 31 Mar 2024
DIMENSIONAL FUND ADVISORS LP
13F
Company
13F
—
denominator unverified
$582,129,038
6,018,082 shares
— 31 Mar 2024
LOOMIS SAYLES & CO L P
13F
Company
13F
—
denominator unverified
$572,446,000
5,917,972 shares
— 31 Mar 2024
FRANKLIN TEMPLETON INC
13F
Company
13F
—
denominator unverified
$551,340,590
5,699,789 shares
— 31 Mar 2024
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 2024

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
1,301
Shares
137,719,910
Rows available
1,301
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 2024 vs Q1 2024 Across Filers

Q1 2024 holders
1,242
Q2 2024 holders
1,301
Holder diff
59
Investor Q1 2024 Shares Q2 2024 Shares Share Diff Share Chg % Q1 2024 value Q2 2024 value Value change Value Chg %
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