Security key
H5820Q150
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 228,129
- Total 13F value
- $26,262,069
- Share change
- -81,972
- SEC-reported price per share
- $115.03
- Number of holders
- 2
- Value change
- -$8,673,090
- Number of buys
- 1
- Number of sells
- 2
- 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
Q3 2024
Institutions
2
Top holders
2
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
UBS AM, a distinct busine...
Disclosed value leader
UBS AM, a distinct busine...
Comparable rows
1/15
Latest evidence
30 Sep 2024
13D/G
13F
Lead comparable stake: 6.4%
14 rows are not safely comparable across share classes.
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%.
1 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 1
UBS AM, a distinct business unit ...
6.4%
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%
Reported 13D/G
· 30 Sep 2024
|
$16,893,294,532
139,602,467 shares
|
$0 | 30 Sep 2024 |
| DODGE & COX |
13F
Company
|
—
denominator unverified
|
$1,302,700,558
12,236,526 shares
|
— | 30 Jun 2024 |
| PRIMECAP MANAGEMENT CO/CA/ |
13F
Company
|
—
denominator unverified
|
$1,296,613,069
12,179,345 shares
|
— | 30 Jun 2024 |
| MORGAN STANLEY |
13F
Company
|
—
denominator unverified
|
$789,579,988
7,416,679 shares
|
— | 30 Jun 2024 |
| DIMENSIONAL FUND ADVISORS LP |
13F
Company
|
—
denominator unverified
|
$788,625,823
7,407,692 shares
|
— | 30 Jun 2024 |
| LOOMIS SAYLES & CO L P |
13F
Company
|
—
denominator unverified
|
$632,946,000
5,945,383 shares
|
— | 30 Jun 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 Q3 2024
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
2
Shares
228,129
Rows available
2
| 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 Q3 2024 vs Q2 2026 Across Filers
Q2 2026 holders
2
Q3 2024 holders
2
Holder diff
0
| Investor | Q2 2026 Shares | Q3 2024 Shares | Share Diff | Share Chg % | Q2 2026 value | Q3 2024 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend