Who Owns Novartis AG (NVS)?Hedge Fund & Institutional Holders

$153.26-0.98 (-0.64%)HealthcareNYSE

Institutional Holders

33

as of Q4 2025

Total Institutional Value

$1.0225800092028e+177T

% of Float Held

QoQ Change in Holders

+6 / -4

Price History

$96.77$114.73$132.69$150.66$168.62Sep 24Jun 25Mar 26

NVS — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
PARTNERS CAPITAL INVESTMENT GROUP, LLPNew Position+31K+$4.3B
NORTHSTAR ASSET MANAGEMENT CoNew Position+14K+$1.9B
Ativo Capital Management LLCNew Position+13K+$1.7B
Mengis Capital Management, Inc.Increased+7K+$1.5M
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INCNew Position+2K+$284K
Azimuth Capital Investment Management LLCNew Position+2K+$220K
MITCHELL CAPITAL MANAGEMENT CONew Position+1K+$206K

NVS — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Pacer Advisors, Inc.Decreased-5K-$52.0B
DF DENT & CO INCDecreased-2K-$726.5M
Sageworth Trust CoClosed Position-3K-$424.5M
ZEVIN ASSET MANAGEMENT LLCClosed Position-87K-$11.2M
ABNER HERRMAN & BROCK LLCClosed Position-3K-$385K
Saranac Partners LtdClosed Position-560-$70K
SVB WEALTH LLCDecreased-100-$-18.9M
PARADIGM ASSET MANAGEMENT CO LLCDecreased-2K-$-80.1M
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INCDecreased-110-$-244.9M
CARRET ASSET MANAGEMENT, LLCDecreased-445-$-326.1M
Tweedy, Browne Co LLCDecreased-1K-$-573.8M
BAHL & GAYNOR INCDecreased-1K-$-666.8M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Optiver Holding B.V.741,700$102.3B0.04%Put
2Optiver Holding B.V.667,500$92.0B0.03%Call
3GROUP ONE TRADING LLC159,200$21.9B0.04%Put
4SIMPLEX TRADING, LLC109,200$15.0B0.01%Put
5BAHL & GAYNOR INC86,162$11.9B0.06%Share
6Tweedy, Browne Co LLC74,905$10.3B0.83%Share
7GROUP ONE TRADING LLC69,200$9.5B0.02%Call
8IMC-Chicago, LLC65,100$9.0B0.00%Call
9IMC-Chicago, LLC61,500$8.5B0.00%Put
10SIMPLEX TRADING, LLC46,900$6.0B0.00%Call
11CARRET ASSET MANAGEMENT, LLC39,815$5.5B0.52%Share
12PARTNERS CAPITAL INVESTMENT GROUP, LLP31,324$4.3B0.16%Share
13MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC26,895$3.7B2.33%Share
14PARADIGM ASSET MANAGEMENT CO LLC21,514$3.0B0.69%Share
15CenterStar Asset Management, LLC19,100$2.6B0.74%Put
16Generali Investments CEE, investicni spolecnost, a.s.18,053$2.5B0.18%Share
17NORTHSTAR ASSET MANAGEMENT Co13,925$1.9B0.41%Share
18Ativo Capital Management LLC12,644$1.7B1.53%Share
19SVB WEALTH LLC1,469$202.0M0.01%Share
20SVB WEALTH LLC1,299$179.0M0.01%Share
21SVB WEALTH LLC428$59.0M0.00%Share
22Pacer Advisors, Inc.403,795$55.9M0.14%Share
23SVB WEALTH LLC214$29.0M0.00%Share
24Mengis Capital Management, Inc.70,748$9.8M1.72%Share
25Pacer Advisors, Inc.5,652$1.9M0.00%Share
26AR ASSET MANAGEMENT INC10,750$1.5M0.30%Share
27Curbstone Financial Management Corp4,344$598K0.11%Share
28DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC2,062$284K0.01%Share
29Azimuth Capital Investment Management LLC1,598$220K0.01%Share
30MITCHELL CAPITAL MANAGEMENT CO1,498$206K0.04%Share
31DF DENT & CO INC3,331$00.00%Share
32Sterling Capital Management LLC1,006$00.00%Share
33COZAD ASSET MANAGEMENT INC2,198$00.00%Share

NVS Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202520$45.4B+2
Q3 202518$88.7B-4
Q2 202522$119.6B+1
Q1 202521$73.5B+1
Q4 202420$56.4B+6
Q3 202414$30.8B-2
Q2 202416$40.5B+2
Q1 202414$34.6B

Similar Stocks by Institutional Ownership

As of Q4 2025, 33 institutional investors hold NVS (Novartis AG). The largest holder is Optiver Holding B.V. with $102.3B in shares. This quarter, 6 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own NVS?

As of Q4 2025, 33 institutional investors report holding NVS (Novartis AG) in their 13F filings.

Who is the largest institutional holder of NVS?

The largest institutional holder of NVS is Optiver Holding B.V. with $102.3B in shares.

Is institutional ownership of NVS increasing or decreasing?

This quarter, 6 institutions opened new positions in NVS and 4 closed their positions.