Security key
66987V109
- Security type / class
- Equity / Ordinary Shares
- Shares outstanding
- 2,181,288,547
- Total 13F shares
- 133,423,708
- Share change
- -4,323,807
- Total reported value
- $16,144,171,651
- Put/Call ratio
- 100%
- Reported price per share
- $121.01
- Number of holders
- 1,369
- Value change
- -$490,795,407
- Number of buys
- 589
- Number of sells
- 549
Security identity
Holder snapshot
Report period
Q2 2025
Institutions
1,369
Top holders
10
NVS full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2025
Previous quarter: Q1 2025
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
UBS AM, a distinct busine...
13D/G signal
UBS AM, a distinct busine...
Evidence rows
15
Latest as of
31 Mar 2025
13D/G
13F
Lead comparable stake: 6.4%
13D/G row: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Showing 1-6 of 15 holder rows.
13D/G
- Ownership
- 6.4%
- Position
- $16.89B
Rank 2 holder
DODGE & COX
13F
- Ownership
- 0.54%
- Position
- $1.32B
Rank 3 holder
PRIMECAP MANAGEMENT CO/CA/
13F
- Ownership
- 0.48%
- Position
- $1.16B
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13D/G
|
6.4%
|
$16,893,294,532
139,602,467 shares
|
$0 | 30 Sep 2024 |
| DODGE & COX |
13F
Company
|
0.54%
|
$1,317,482,011
11,818,102 shares
|
— | 31 Mar 2025 |
| PRIMECAP MANAGEMENT CO/CA/ |
13F
Company
|
0.48%
|
$1,157,483,351
10,382,879 shares
|
— | 31 Mar 2025 |
| DIMENSIONAL FUND ADVISORS LP |
13F
Company
|
0.39%
|
$959,534,914
8,606,724 shares
|
— | 31 Mar 2025 |
| MORGAN STANLEY |
13F
Company
|
0.32%
|
$786,593,303
7,055,911 shares
|
— | 31 Mar 2025 |
| Fisher Asset Management, LLC |
13F
Company
|
0.31%
|
$753,954,045
6,763,132 shares
|
— | 31 Mar 2025 |
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 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
1,369
Shares
133,423,708
Rows available
1,369
| 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 2025 vs Q1 2025 Across Filers
Q1 2025 holders
1,340
Q2 2025 holders
1,369
Holder diff
29
| Investor | Q1 2025 Shares | Q2 2025 Shares | Share Diff | Share Chg % | Q1 2025 value | Q2 2025 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend