Security key
H5820Q150
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 698,099
- Total 13F value
- $70,412,143
- Share change
- -610
- SEC-reported price per share
- $100.86
- Number of holders
- 6
- Value change
- -$62,217
- Number of buys
- 2
- Number of sells
- 3
- Shares outstanding
- 2,045,459,859
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q4 2023
Institutions
6
Top holders
6
H5820Q150 full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2025
NOVARTIS AG SEC filings
NOVARTIS AG company facts
Broader feeds
Reporting periods
Holder history for CUSIP H5820Q150
Recent filing periods:
Ownership snapshot
Top reported holders of H5820Q150 - Novartis AG - Common Stock (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
30 Sep 2023
13F
Highest disclosed value: $1,656,673,551
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 $1.66B.
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
$1.66B
PRIMECAP MANAGEMENT CO/CA/
$1.49B
MORGAN STANLEY
$710.76M
DIMENSIONAL FUND ADVISORS LP
$639.06M
FRANKLIN TEMPLETON INC
$632.66M
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
|
—
denominator unverified
|
$1,656,673,551
16,264,221 shares
|
— | 30 Sep 2023 |
| PRIMECAP MANAGEMENT CO/CA/ |
13F
Company
|
—
denominator unverified
|
$1,486,662,183
14,595,152 shares
|
— | 30 Sep 2023 |
| MORGAN STANLEY |
13F
Company
|
—
denominator unverified
|
$710,762,387
6,977,833 shares
|
— | 30 Sep 2023 |
| DIMENSIONAL FUND ADVISORS LP |
13F
Company
|
—
denominator unverified
|
$639,064,007
6,273,886 shares
|
— | 30 Sep 2023 |
| FRANKLIN TEMPLETON INC |
13F
Company
|
—
denominator unverified
|
$632,662,354
6,211,092 shares
|
— | 30 Sep 2023 |
| LOOMIS SAYLES & CO L P |
13F
Company
|
—
denominator unverified
|
$617,946,000
6,066,617 shares
|
— | 30 Sep 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 Q4 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
6
Shares
698,099
Rows available
6
| 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 Q4 2023 vs Q2 2026 Across Filers
Q2 2026 holders
2
Q4 2023 holders
6
Holder diff
4
| Investor | Q2 2026 Shares | Q4 2023 Shares | Share Diff | Share Chg % | Q2 2026 value | Q4 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend