Security key
66987V109
- Security type / class
- Equity / Ordinary Shares
- Total 13F shares
- 39,558,618
- Total 13F value
- $6,195,125,698
- Share change
- -88,517
- Put/Call ratio
- 182%
- SEC-reported price per share
- $156.72
- Number of holders
- 1,027
- Value change
- -$14,911,775
- Number of buys
- 403
- Number of sells
- 403
- 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
Q2 2026
Institutions
1,027
Top holders
10
NVS full security history
Ownership snapshot
Full 13F holder table
NOVARTIS AG SEC filings
NOVARTIS AG company facts
Broader feeds
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
UBS AM, a distinct busine...
Disclosed value leader
UBS AM, a distinct busine...
Comparable rows
15/15
Latest evidence
31 Mar 2026
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.
Quick read
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC leads the comparable SEC ownership view at 6.4%.
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 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC's linked filing trail.
Comparable ownership
Top 5
UBS AM, a distinct business unit ...
6.4%
Fisher Asset Management, LLC
0.64%
MORGAN STANLEY
0.39%
DIMENSIONAL FUND ADVISORS LP
0.37%
PRIMECAP MANAGEMENT CO/CA/
0.35%
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 |
|---|---|---|---|---|---|
| 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 |
| Fisher Asset Management, LLC |
13F
Company
|
0.64%
|
$2,121,048,400
13,885,749 shares
|
— | 31 Mar 2026 |
| MORGAN STANLEY |
13F
Company
|
0.39%
|
$1,302,505,395
8,527,037 shares
|
— | 31 Mar 2026 |
| DIMENSIONAL FUND ADVISORS LP |
13F
Company
|
0.37%
|
$1,238,669,129
8,110,116 shares
|
— | 31 Mar 2026 |
| PRIMECAP MANAGEMENT CO/CA/ |
13F
Company
|
0.35%
|
$1,155,913,327
7,567,354 shares
|
— | 31 Mar 2026 |
| DODGE & COX |
13F
Company
|
0.32%
|
$1,064,267,753
6,967,383 shares
|
— | 31 Mar 2026 |
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 2026
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
1,027
Shares
39,558,618
Rows available
1,027
| 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 2026 vs Q1 2026 Across Filers
Q1 2026 holders
1,596
Q2 2026 holders
1,027
Holder diff
-569
| Investor | Q1 2026 Shares | Q2 2026 Shares | Share Diff | Share Chg % | Q1 2026 value | Q2 2026 value | Value change | Value Chg % |
|---|