Who owns Novartis AG?
- Ticker: NVS
- CUSIP Number: 66987V109
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Analyze quarterly positions in Novartis with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Novartis stock
Who bought or sold Novartis AG this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Dodge & Cox | 13M | $1.3B | -19% | Dec 2023 |
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| PRIMECAP Management Company | 13M | $1.3B | -12% | Dec 2023 |
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| Morgan Stanley | 7.3M | $703M | 4% | Mar 2024 |
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| Dimensional Fund Advisors | 6.0M | $582M | -1% | Mar 2024 |
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| Loomis, Sayles and | 5.9M | $572M | -2% | Mar 2024 |
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| Franklin Resources | 5.7M | $551M | -4% | Mar 2024 |
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| Bank of America Corporation | 4.9M | $473M | -5% | Mar 2024 |
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| Wellington Management Company | 4.7M | $479M | 1% | Dec 2023 |
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| Goldman Sachs Group | 3.1M | $296M | -13% | Mar 2024 |
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| Cullen Capital Management | 2.9M | $283M | 79% | Mar 2024 |
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| Henderson Group | 2.6M | $249M | 1% | Mar 2024 |
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| Principal Financial Group | 2.5M | $244M | 1% | Mar 2024 |
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| Northern Trust | 2.2M | $208M | -1% | Mar 2024 |
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| Mondrian Investment Partners | 2.1M | $200M | 211% | Mar 2024 |
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| Wells Fargo & Company | 2.0M | $194M | 0% | Mar 2024 |
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| Envestnet Asset Management | 2.0M | $189M | -5% | Mar 2024 |
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| BlackRock | 1.9M | $180M | 8% | Mar 2024 |
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| UBS Group | 1.5M | $150M | -7% | Mar 2024 |
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| Fisher Investments | 1.4M | $140M | 1% | Mar 2024 |
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| Scharf Investments | 1.4M | $132M | -4% | Mar 2024 |
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| FMR | 1.2M | $117M | -1% | Mar 2024 |
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| Citadel Advisors | 1.1M | $109M | -17% | Mar 2024 |
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| Manning & Napier Group | 1.0M | $101M | -1% | Mar 2024 |
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| Grantham, Mayo, Van Otterloo & Co | 946k | $92M | -48% | Mar 2024 |
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| Natixis Asset Management Advisors | 927k | $90M | 0% | Mar 2024 |
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| Citigroup | 916k | $89M | 282% | Mar 2024 |
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| Chevy Chase Trust Holdings | 845k | $82M | 4% | Mar 2024 |
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| Earnest Partners | 836k | $81M | 3% | Mar 2024 |
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| Branch Banking & Trust Company | 756k | $73M | -9% | Mar 2024 |
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| Qube Research & Technologies | 730k | $71M | 519% | Mar 2024 |
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| Bank of New York Mellon | 654k | $63M | 5% | Mar 2024 |
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| John W. Bristol & Co | 639k | $62M | -1% | Mar 2024 |
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| First Trust Advisors | 629k | $61M | -6% | Mar 2024 |
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| Susquehanna International | 624k | $60M | -27% | Mar 2024 |
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| Royal Bank of Canada | 598k | $58M | 1% | Mar 2024 |
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| CI Private Wealth | 586k | $57M | 0% | Mar 2024 |
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| Sei Investments | 573k | $55M | -6% | Mar 2024 |
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| Millennium Management | 570k | $55M | -7% | Mar 2024 |
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| Raymond James & Associates | 530k | $51M | 2% | Mar 2024 |
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| Harvest Portfolios Group | 521k | $53M | 1% | Dec 2023 |
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| Atlantic Trust | 496k | $48M | 2% | Mar 2024 |
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| D.A. Davidson & Co. | 493k | $48M | 1% | Mar 2024 |
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| American Century Companies | 491k | $48M | 28% | Mar 2024 |
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| Reed Conner & Birdwell | 446k | $43M | -24% | Mar 2024 |
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| Arrowstreet Capital, Limited Partnership | 445k | $43M | 696% | Mar 2024 |
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| Ameriprise Financial | 430k | $42M | 14% | Mar 2024 |
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| Jpmorgan Chase & Co | 405k | $39M | 16% | Mar 2024 |
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| TCTC Holdings | 398k | $39M | 0% | Mar 2024 |
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| Groupama Asset Managment | 396k | $38M | 100% | Mar 2024 |
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| Pacer Advisors | 393k | $38M | 1% | Mar 2024 |
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| Goss Wealth Management | 390k | $38M | 5% | Mar 2024 |
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| LPL Financial | 361k | $35M | 9% | Mar 2024 |
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| NewEdge Wealth | 355k | $35M | 9% | Mar 2024 |
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| Raymond James Financial Services Advisors | 338k | $33M | -3% | Mar 2024 |
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| Saturna Capital | 328k | $33M | -1% | Dec 2023 |
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| Adage Capital Partners GP | 324k | $31M | 4% | Mar 2024 |
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| Creative Planning | 317k | $31M | 2% | Mar 2024 |
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| Woodley Farra Manion Portfolio Management | 315k | $31M | -23% | Mar 2024 |
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| First Financial Bankshares | 313k | $30M | -1% | Mar 2024 |
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| Cambridge Trust Company | 300k | $30M | -1% | Dec 2023 |
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| HighTower Advisors | 296k | $29M | 2% | Mar 2024 |
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| Todd-Veredus Asset Management | 296k | $29M | 100% | Mar 2024 |
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| HPM Partners | 287k | $28M | 16% | Mar 2024 |
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| Boothbay Fund Management | 276k | $27M | 116% | Mar 2024 |
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| Van Eck Associates Corp. | 270k | $26M | 26% | Mar 2024 |
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| Us Bancorp | 264k | $26M | -1% | Mar 2024 |
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| Stifel Financial | 259k | $25M | 4% | Mar 2024 |
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| Managed Asset Portfolios | 259k | $25M | -6% | Mar 2024 |
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| Oppenheimer Asset Management | 259k | $25M | 6% | Mar 2024 |
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| Financial Counselors | 257k | $25M | -1% | Mar 2024 |
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| Janney Montgomery Scott | 253k | $25M | -3% | Mar 2024 |
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| G. W. Henssler & Associates | 249k | $24M | 1% | Mar 2024 |
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| Causeway Capital Management | 240k | $23M | 15% | Mar 2024 |
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| Martin Investment Management | 237k | $23M | 5% | Mar 2024 |
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| Pnc Financial Services | 236k | $23M | -4% | Mar 2024 |
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| Brown Advisory Holdings Incorporated | 233k | $23M | -6% | Mar 2024 |
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| Integral Health Asset Management | 225k | $22M | 12% | Mar 2024 |
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| Commonwealth Equity Services | 224k | $22M | -2% | Mar 2024 |
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| Assetmark | 219k | $21M | 1% | Mar 2024 |
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| Brandes Investment Partners | 214k | $21M | 23% | Mar 2024 |
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| Optiver Holding B.V. | 210k | $20M | 17% | Mar 2024 |
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| Foresight Global Investors | 197k | $19M | 50% | Mar 2024 |
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| Godsey and Gibb | 197k | $19M | 1% | Mar 2024 |
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| Walleye Trading Advisors | 195k | $19M | -43% | Mar 2024 |
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| Mariner Wealth Advisors | 192k | $19M | 0% | Mar 2024 |
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| Wilkins Investment Counsel | 188k | $18M | 44% | Mar 2024 |
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| O'shaughnessy Asset Management | 181k | $18M | 7% | Mar 2024 |
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| Douglas Lane & Associates | 180k | $17M | 3% | Mar 2024 |
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| John G.Ullman & Associates | 179k | $17M | -1% | Mar 2024 |
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| Neuberger Berman Group | 175k | $17M | -17% | Mar 2024 |
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| M^T Bank Corporation | 171k | $17M | -7% | Mar 2024 |
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| Qrg Capital Management | 169k | $16M | 20% | Mar 2024 |
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| Two Sigma Investments | 161k | $16M | 25% | Mar 2024 |
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| Boston Common Asset Management | 161k | $16M | -7% | Mar 2024 |
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| Grandfield & Dodd | 160k | $16M | 1% | Mar 2024 |
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| N/aform 13f Information Tablevoting Authority | 152k | $15M | 3% | Mar 2024 |
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| Bartlett & Co. | 151k | $15M | -1% | Dec 2023 |
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| Walleye Trading | 150k | $15M | -66% | Mar 2024 |
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| Bank Of Montreal | 148k | $14M | 2% | Mar 2024 |
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| Mercer Global Advisors | 148k | $14M | 33% | Mar 2024 |
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| Cubist Systematic Strategies | 142k | $14M | 146% | Mar 2024 |
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| Cambiar Investors | 142k | $14M | -9% | Mar 2024 |
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| Pathstone Holdings | 141k | $14M | 45% | Mar 2024 |
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| Burns Wealth Management | 141k | $14M | -6% | Mar 2024 |
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| National Bank Of Canada /fi/ | 141k | $14M | 1% | Dec 2023 |
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| First Fiduciary Investment Counsel | 141k | $14M | -2% | Mar 2024 |
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| Bartlett & Co. Wealth Management | 139k | $14M | -8% | Mar 2024 |
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| Edgemoor Investment Advisors | 134k | $13M | -1% | Mar 2024 |
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| Ethic | 133k | $13M | 17% | Mar 2024 |
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| Richard C. Young & Co | 132k | $13M | -4% | Mar 2024 |
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| Marshall Wace | 131k | $13M | -70% | Mar 2024 |
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| ProVise Management Group | 127k | $12M | 2% | Mar 2024 |
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| Captrust Financial Advisors | 127k | $12M | -10% | Mar 2024 |
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| Watch Point Trust | 125k | $12M | 3% | Mar 2024 |
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| Foster Victor Wealth Advisors | 125k | $12M | 12% | Mar 2024 |
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| Reynders McVeigh Capital Management | 121k | $12M | -3% | Mar 2024 |
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| Charles Schwab Investment Management | 121k | $12M | -18% | Mar 2024 |
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| Federated Investors | 120k | $12M | -3% | Dec 2023 |
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| T. Rowe Price Associates | 116k | $11M | 3% | Mar 2024 |
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| Ingalls & Snyder | 112k | $11M | 1% | Mar 2024 |
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| Promethos Capital | 112k | $11M | 100% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 112k | $11M | 5% | Mar 2024 |
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| New York State Common Retirement Fund | 109k | $11M | 14% | Mar 2024 |
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| Tocqueville Asset Management | 109k | $11M | 0% | Mar 2024 |
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| Woodline Partners | 106k | $10M | 100% | Mar 2024 |
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| Bahl & Gaynor | 103k | $10M | -1% | Mar 2024 |
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| Rockefeller Capital Management | 102k | $10M | -20% | Dec 2023 |
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| Euro Pacific Asset Management | 99k | $9.6M | -9% | Mar 2024 |
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| U.S. Capital Wealth Advisors | 98k | $9.4M | -2% | Mar 2024 |
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| Fort Washington Investment Advisors | 95k | $9.2M | -1% | Mar 2024 |
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| Comprehensive Portfolio Management | 94k | $9.1M | 32% | Mar 2024 |
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| American Assets Investment Management | 94k | $9.1M | 0% | Mar 2024 |
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| Advisor Group Holdings | 91k | $8.8M | -53% | Mar 2024 |
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| Zevin Asset Management | 91k | $8.8M | 6% | Mar 2024 |
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| Hemenway Trust Company | 90k | $8.7M | -53% | Mar 2024 |
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| Tweedy, Browne Company | 89k | $8.7M | -6% | Mar 2024 |
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| Claudia M.p. Batlle, Crp | 89k | $8.6M | 100% | Mar 2024 |
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| Clifford Swan Investment Counsel | 88k | $8.6M | -4% | Mar 2024 |
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| Tower Bridge Advisors | 85k | $8.2M | -7% | Mar 2024 |
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| Matthew Goff Investment Advisor | 85k | $8.2M | 2% | Mar 2024 |
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| Voloridge Investment Management | 83k | $8.0M | -70% | Mar 2024 |
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| Mirae Asset Global Investments | 83k | $8.0M | 47% | Mar 2024 |
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| CWM | 83k | $8.0M | -4% | Mar 2024 |
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| Investment House | 82k | $7.9M | 1% | Mar 2024 |
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| William Blair $ Company | 82k | $7.9M | -4% | Mar 2024 |
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| Mengis Capital Management | 82k | $8.3M | 0% | Mar 2024 |
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| Live Oak Private Wealth | 80k | $7.8M | 0% | Mar 2024 |
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| Cohen Capital Management | 80k | $7.7M | 0% | Mar 2024 |
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| United Capital Financial Advisers | 79k | $7.6M | -9% | Mar 2024 |
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| Osterweis Capital Management | 79k | $7.6M | -1% | Mar 2024 |
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| Barnes Bonner Castles | 77k | $7.5M | -6% | Mar 2024 |
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| Squarepoint Ops | 73k | $7.0M | -13% | Mar 2024 |
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| Gts Securities | 60k | $5.8M | -61% | Mar 2024 |
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| CIBC World Markets | 51k | $4.9M | -56% | Mar 2024 |
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| Nomura Holdings | 41k | $4.0M | -51% | Mar 2024 |
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| Jane Street | 34k | $3.3M | -81% | Mar 2024 |
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| Alyeska Investment Group | 20k | $2.0M | -97% | Mar 2024 |
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Who sold out of Novartis?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Clark Capital Management Group | Sep 2023 | 407k | $41M |
| Holocene Advisors | Dec 2023 | 79k | $8.0M |