80/100B160.420
USD
-2.88
(-1.76%)
Pre Open
Last updated: · Delayed 15 min
Fair value128.72Plus+25%103Price 160.42634
Q4 FY2026 · Earnings report
EPS estimate 2.23Revenue estimate 14.65B
Q4 FY2026 · Earnings report
EPS estimate 2.23Revenue estimate 14.65B
Who owns Novartis?What is institutional ownership? Institutional ownership is the share of a company's stock held by funds, banks and other investment managers, as they report it each quarter on Form 13F.
Institutions own 7.1% of Novartis's shares, through 1,675 funds, banks and other managers that report their holdings to the SEC; individual investors and others hold the rest. The largest on 30 June 2026 were Fisher Asset Management, LLC (0.8%), Morgan Stanley (0.5%), Dimensional Fund Advisors LP (0.4%).
- Institutions ownWhat is institutional ownership? Institutional ownership is the share of a company's stock held by funds, banks and other investment managers, as they report it each quarter on Form 13F.
- 7.1%
- Institutional holders
- 1,675
- The 10 largest hold
- 3.2%
- Free floatWhat is free float? Free float is the part of a company's shares that anyone can buy and sell: all its shares minus those held by insiders, founders and owners of over 5%.
- 96.9%
- Holdings as of
- 30 Jun 2026
Who owns the shares
10 largest holders 3.2% Other institutions 3.9% Individuals and others 92.9%
Shares free to trade
Free float 1.83B shares ·96.9% Closely held 58.26M shares ·3.1%
Closely held shares belong to insiders, founders and owners of more than 5%, and seldom change hands. The free float is the rest: the shares anyone can buy and sell.
The largest shareholders
| # | Holder | Shares | Of the company | Value | Change last quarter (shares) |
|---|---|---|---|---|---|
| 1 | Fisher Asset Management, LLC | 15,523,378 | 0.81% | 2.43B USD | +1,637,629 |
| 2 | Morgan Stanley | 8,726,827 | 0.46% | 1.37B USD | +199,790 |
| 3 | Dimensional Fund Advisors LP | 8,117,586 | 0.43% | 1.27B USD | +7,470 |
| 4 | Primecap Management Co | 6,592,124 | 0.35% | 1.03B USD | -975,230 |
| 5 | Loomis Sayles & Co L P | 5,239,309 | 0.28% | 821.10M USD | -186,791 |
| 6 | Bank Of America Corp | 4,909,938 | 0.26% | 769.49M USD | -52,856 |
| 7 | Franklin Templeton Inc | 3,251,281 | 0.17% | 509.54M USD | -158,663 |
| 8 | BlackRock, Inc. | 3,047,988 | 0.16% | 477.68M USD | +98,228 |
| 9 | Goldman Sachs Group Inc | 2,980,168 | 0.16% | 467.05M USD | -3,545,603 |
| 10 | Northern Trust Corp | 2,792,745 | 0.15% | 437.68M USD | +6,517 |
| 11 | Natixis Advisors, LLC | 2,386,527 | 0.13% | 374.02M USD | +150,371 |
| 12 | Envestnet Asset Management Inc | 2,330,979 | 0.12% | 365.31M USD | +19,595 |
| 13 | JPMorgan Chase & Co | 2,264,447 | 0.12% | 356.85M USD | +459,771 |
| 14 | Jupiter Topco LLC | 2,221,362 | 0.12% | 348.13M USD | New position |
| 15 | Gqg Partners LLC | 2,151,131 | 0.11% | 337.13M USD | -296,141 |
| 16 | Lmr Partners LLP | 2,132,500 | 0.11% | 334.21M USD | +828,700 |
| 17 | FMR LLC | 2,057,404 | 0.11% | 322.44M USD | +364,411 |
| 18 | Cullen Capital Management, LLC | 2,033,040 | 0.11% | 318.62M USD | -4,922 |
| 19 | Jones Financial Companies Lllp | 1,974,043 | 0.10% | 306.81M USD | +152,247 |
| 20 | Wcm Investment Management, LLC | 1,904,349 | 0.10% | 300.11M USD | +441,169 |
| 21 | Wells Fargo & Company | 1,828,817 | 0.10% | 286.61M USD | -66,860 |
| 22 | Raymond James Financial Inc | 1,801,337 | 0.09% | 282.31M USD | -130,536 |
| 23 | Principal Financial Group Inc | 1,565,796 | 0.08% | 245.39M USD | +33,007 |
| 24 | UBS Group AG | 1,184,422 | 0.06% | 185.62M USD | -608,731 |
| 25 | Holocene Advisors, LP | 1,037,332 | 0.05% | 162.57M USD | New position |
All institutions last quarter
- Bought or added
- 804 · 135 new
- Sold or cut
- 692 · 107 sold out
- Net shares bought
- -8.19M · 1.28B USD
- Institutional ownership
- 7.6% → 7.1%
Biggest buyers last quarter
- Jupiter Topco LLCNew position
- Fisher Asset Management, LLC+1,637,629
- Holocene Advisors, LPNew position
- Lmr Partners LLP+828,700
- Millennium Management LLC+758,029
Biggest sellers last quarter
- Dodge & Cox-6,208,010
- Goldman Sachs Group Inc-3,545,603
- Primecap Management Co-975,230
- UBS Group AG-608,731
- Renaissance Technologies LLC-323,800
From the holders' 13F filings with the SEC for the quarter to 30 Jun 2026, filed up to 45 days after it; the buyers and sellers are among the 100 largest holders.
Common questions about Novartis's shareholders
Source: Financial Modeling Prep