NOVARTIS AG (NVS): Institutional Ownership

Hedge funds and institutional managers reporting a position in NVS · Health Care. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.

Reported Holders
24
13F filers
Aggregate Value
$4.8B
Across holders
Last Price
$155.41
2026-06-26
Sector
Health Care
GICS
Holder activity6 new8 added10 reduced
Institutional Holders of NVS
24 holders
ManagerTypeSharesMarket Value% of Total% of PortfolioActionQoQ ChangeQuarter
Fisher Asset Management, LLC
CIK 0000850529
Institutional Manager13.89M$2.1B44.4%0.7%Added+$980.6MQ1 2026
PRIMECAP MANAGEMENT CO/CA/
CIK 0000763212
Institutional Manager7.57M$1.2B24.2%0.9%Reduced$-1.8MQ1 2026
DODGE & COX
CIK 0000200217
Institutional Manager6.97M$1.1B22.3%0.6%Reduced$-312.7MQ1 2026
RENAISSANCE TECHNOLOGIES LLC
CIK 0001037389
Hedge Fund1.11M$169.8M3.6%0.3%Reduced$-35.3MQ1 2026
CITADEL ADVISORS LLC
CIK 0001423053
Hedge Fund715K$109.2M2.3%0.0%Added+$81.7MQ1 2026
Grantham, Mayo, Van Otterloo & Co. LLC
CIK 0001352662
Institutional Manager276K$42.1M0.9%0.1%Reduced$-3.6MQ1 2026
ADAGE CAPITAL PARTNERS GP, L.L.C.
CIK 0001165408
Hedge Fund258K$39.4M0.8%0.1%Added+$24.1MQ1 2026
Qube Research & Technologies Ltd
CIK 0001729829
Hedge Fund173K$26.4M0.6%0.0%Added+$26.1MQ1 2026
Hudson Bay Capital Management LP
CIK 0001393825
Hedge Fund114K$15.8M0.3%0.1%NewQ4 2025
TUDOR INVESTMENT CORP ET AL
CIK 0000923093
Hedge Fund63K$9.7M0.2%0.0%Added+$8.5MQ1 2026
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
Hedge Fund28K$4.2M0.1%0.0%Added+$3.6MQ1 2026
MARSHALL WACE, LLP
CIK 0001318757
Hedge Fund19K$2.8M0.1%0.0%Reduced$-99.6MQ1 2026
MAVERICK CAPITAL LTD
CIK 0000934639
Hedge Fund15K$2.3M0.0%0.0%Added+$638KQ1 2026
Walleye Capital LLC
CIK 0001758720
Hedge Fund14K$2.1M0.0%0.0%Reduced$-33.9MQ1 2026
Bridgewater Advisors Inc.
CIK 0001600319
Hedge Fund10K$1.5M0.0%0.1%Reduced$-130KQ1 2026
ICONIQ Capital, LLC
CIK 0001569709
Family Office12K$1.5M0.0%0.0%NewQ2 2025
Schonfeld Strategic Advisors LLC
CIK 0001665241
Hedge Fund10K$1.5M0.0%0.0%NewQ1 2026
BALYASNY ASSET MANAGEMENT LLC
CIK 0001218710
Hedge Fund5K$745K0.0%0.0%NewQ4 2025
ExodusPoint Capital Management, LP
CIK 0001736225
Hedge Fund6K$705K0.0%0.0%NewQ3 2025
Verition Fund Management LLC
CIK 0001454027
Hedge Fund3K$437K0.0%0.0%Reduced$-710KQ1 2026
Fisher Asset Management, LLCAdded
Institutional Manager
$2.1B· 44.4% of total· 0.7% port· 13.89M sh· +$980.6M QoQ· Q1 2026
PRIMECAP MANAGEMENT CO/CA/Reduced
Institutional Manager
$1.2B· 24.2% of total· 0.9% port· 7.57M sh· $-1.8M QoQ· Q1 2026
DODGE & COXReduced
Institutional Manager
$1.1B· 22.3% of total· 0.6% port· 6.97M sh· $-312.7M QoQ· Q1 2026
RENAISSANCE TECHNOLOGIES LLCReduced
Hedge Fund
$169.8M· 3.6% of total· 0.3% port· 1.11M sh· $-35.3M QoQ· Q1 2026
CITADEL ADVISORS LLCAdded
Hedge Fund
$109.2M· 2.3% of total· 0.0% port· 715K sh· +$81.7M QoQ· Q1 2026
Grantham, Mayo, Van Otterloo & Co. LLCReduced
Institutional Manager
$42.1M· 0.9% of total· 0.1% port· 276K sh· $-3.6M QoQ· Q1 2026
ADAGE CAPITAL PARTNERS GP, L.L.C.Added
Hedge Fund
$39.4M· 0.8% of total· 0.1% port· 258K sh· +$24.1M QoQ· Q1 2026
Qube Research & Technologies LtdAdded
Hedge Fund
$26.4M· 0.6% of total· 0.0% port· 173K sh· +$26.1M QoQ· Q1 2026
Hudson Bay Capital Management LPNew
Hedge Fund
$15.8M· 0.3% of total· 0.1% port· 114K sh· QoQ· Q4 2025
TUDOR INVESTMENT CORP ET ALAdded
Hedge Fund
$9.7M· 0.2% of total· 0.0% port· 63K sh· +$8.5M QoQ· Q1 2026
TWO SIGMA INVESTMENTS, LPAdded
Hedge Fund
$4.2M· 0.1% of total· 0.0% port· 28K sh· +$3.6M QoQ· Q1 2026
MARSHALL WACE, LLPReduced
Hedge Fund
$2.8M· 0.1% of total· 0.0% port· 19K sh· $-99.6M QoQ· Q1 2026
MAVERICK CAPITAL LTDAdded
Hedge Fund
$2.3M· 0.0% of total· 0.0% port· 15K sh· +$638K QoQ· Q1 2026
Walleye Capital LLCReduced
Hedge Fund
$2.1M· 0.0% of total· 0.0% port· 14K sh· $-33.9M QoQ· Q1 2026
Bridgewater Advisors Inc.Reduced
Hedge Fund
$1.5M· 0.0% of total· 0.1% port· 10K sh· $-130K QoQ· Q1 2026
ICONIQ Capital, LLCNew
Family Office
$1.5M· 0.0% of total· 0.0% port· 12K sh· QoQ· Q2 2025
Schonfeld Strategic Advisors LLCNew
Hedge Fund
$1.5M· 0.0% of total· 0.0% port· 10K sh· QoQ· Q1 2026
BALYASNY ASSET MANAGEMENT LLCNew
Hedge Fund
$745K· 0.0% of total· 0.0% port· 5K sh· QoQ· Q4 2025
ExodusPoint Capital Management, LPNew
Hedge Fund
$705K· 0.0% of total· 0.0% port· 6K sh· QoQ· Q3 2025
Verition Fund Management LLCReduced
Hedge Fund
$437K· 0.0% of total· 0.0% port· 3K sh· $-710K QoQ· Q1 2026
Gotham Asset Management, LLCReduced
Hedge Fund
$410K· 0.0% of total· 0.0% port· 3K sh· $-11K QoQ· Q1 2026
Ancora Advisors, LLCAdded
Hedge Fund
$353K· 0.0% of total· 0.0% port· 2K sh· +$7K QoQ· Q1 2026
Brevan Howard Capital Management LPNew
Hedge Fund
$293K· 0.0% of total· 0.0% port· 2K sh· QoQ· Q3 2025
AQR CAPITAL MANAGEMENT LLCReduced
Hedge Fund
$48K· 0.0% of total· 0.0% port· 315 sh· $-27.5M QoQ· Q1 2026
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