NVSNYSEPharmaceutical PreparationsFiscal year ends December 31Also trades as NVSEF
NOVARTIS AG
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 20-F on Feb 4, 2026
$150.20−0.42 (-0.28%)
Close on Oct 19, 2026
- Market cap
- $287.48B
- P/E (TTM)
- 21.0
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
136M
Shares held, 13F filers
Institutional holders
1,618
132 new, 88 sold out
Net institutional buying
-6M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Novartis BidCo Germany AG | 37,716,423 | 100.00% | 13D (active) amendment | Oct 15, 2024 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 139,602,467 | 6.40% | 13G (passive) | Sep 30, 2024 |
| BlackRock, Inc. | 139,392,071 | 6.10% | 13G (passive) amendment | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of NVS | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Fisher Asset Management, LLC | 15,523,378 | – | $2.43B | +1,637,629 | 0.72% |
| Morgan Stanley | 8,726,827 | – | $1.37B | +199,790 | 0.07% |
| Dimensional Fund Advisors LP | 8,117,586 | – | $1.27B | +7,470 | 0.23% |
| Primecap Management Co/Ca/ | 6,592,124 | – | $1.03B | −975,230 | 0.61% |
| Loomis Sayles & Co L P | 5,239,309 | – | $821.10M | −186,791 | 1.03% |
| Bank Of America Corp /De/ | 4,909,938 | – | $769.49M | −52,856 | 0.05% |
| Franklin Resources Inc | 3,251,281 | – | $509.54M | −158,663 | 0.11% |
| BlackRock, Inc. | 3,047,988 | – | $477.68M | +98,228 | 0.01% |
| Goldman Sachs Group Inc | 2,980,168 | – | $467.05M | −3,545,603 | 0.04% |
| Northern Trust Corp | 2,792,745 | – | $437.68M | +6,517 | 0.05% |
| Natixis Advisors, L.P. | 2,386,527 | – | $374.02K | +150,371 | 0.42% |
| Envestnet Asset Management Inc | 2,330,979 | – | $365.31M | +19,595 | 0.09% |
| JPMorgan Chase & Co | 2,264,447 | – | $356.85M | +459,771 | 0.02% |
| Jupiter Topco LLC | 2,221,362 | – | $348.13M | New | 0.14% |
| GQG Partners LLC | 2,151,131 | – | $337.13M | −296,141 | 0.63% |
| FMR LLC | 2,057,404 | – | $322.44M | +364,411 | 0.01% |
| Cullen Capital Management, LLC | 2,033,040 | – | $318.62M | −4,922 | 3.13% |
| Jones Financial Companies Lllp | 1,974,043 | – | $306.81M | +152,247 | 0.12% |
| Wcm Investment Management, LLC | 1,904,349 | – | $300.11M | +441,169 | 0.54% |
| Wells Fargo & Company/Mn | 1,828,817 | – | $286.61M | −66,860 | 0.05% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,618 | 136M | 132 / 530 | 572 / 88 | 12M | 18M |
| Q1 2026 | 1,601 | 144M | 198 / 534 | 549 / 87 | 24M | 13M |
| Q4 2025 | 1,510 | 134M | 207 / 496 | 478 / 67 | 11M | 11M |
| Q3 2025 | 1,402 | 135M | 116 / 477 | 483 / 74 | 10M | 9M |
| Q2 2025 | 1,385 | 134M | 119 / 496 | 475 / 75 | 9M | 13M |
| Q1 2025 | 1,358 | 139M | 121 / 428 | 509 / 80 | 19M | 10M |
| Q4 2024 | 1,341 | 130M | 158 / 419 | 468 / 106 | 8M | 9M |
| Q3 2024 | 1,312 | 132M | 101 / 411 | 483 / 79 | 7M | 11M |
| Q2 2024 | 1,307 | 138M | 133 / 427 | 489 / 65 | 8M | 24M |
| Q1 2024 | 1,252 | 155M | 89 / 424 | 471 / 94 | 16M | 9M |
| Q4 2023 | 1,273 | 148M | 140 / 405 | 446 / 69 | 16M | 16M |
| Q3 2023 | 1,224 | 149M | 97 / 373 | 450 / 60 | 6M | 7M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of NVS | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Primecap Fund | 4,252,875 | – | $666.51M | 0.69% | Jun 30, 2026 |
| International Core Equity 2 Portfolio | 2,060,639 | – | $321.77M | 0.76% | Jul 31, 2026 |
| Loomis Sayles Growth Fund | 1,417,894 | – | $222.21M | 1.35% | Jun 30, 2026 |
| Vanguard Capital Opportunity Fund | 1,211,220 | – | $189.82M | 0.58% | Jun 30, 2026 |
| Franklin Mutual Global Discovery Fund | 1,192,174 | – | $186.84M | 2.07% | Jun 30, 2026 |
| Janus Henderson Global Life Sciences Fund | 949,726 | – | $148.84M | 2.56% | Jun 30, 2026 |
| Equity Income Fund | 935,325 | – | $146.05M | 1.84% | Jul 31, 2026 |
| Dimensional International Value ETF | 888,855 | – | $138.79M | 0.65% | Jul 31, 2026 |
| Franklin Mutual Shares Fund | 812,618 | – | $127.35M | 1.83% | Jun 30, 2026 |
| Dimensional International Core Equity Market ETF | 753,095 | – | $117.60M | 0.67% | Jul 31, 2026 |
| Dimensional International Core Equity 2 ETF | 719,088 | – | $112.29M | 0.76% | Jul 31, 2026 |
| Vanguard Primecap Core Fund | 669,790 | – | $104.97M | 0.58% | Jun 30, 2026 |
| Lord Abbett Affiliated Fund Inc | 667,989 | – | $104.31M | 1.52% | Jul 31, 2026 |
| Avantis International Equity ETF | 612,686 | – | $92.01M | 0.54% | May 31, 2026 |
| VanEck Pharmaceutical ETF | 596,253 | – | $93.44M | 10.63% | Jun 30, 2026 |
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Carulla Victor Bulto Officer | Apr 30, 2026 | 6,800 | $1.01M | Apr 30, 2026 | Restricted Stock Vesting |
| Fiona Marshall Officer | Feb 12, 2026 | 30,743 | $4.96M | Feb 12, 2026 | Restricted Stock Vesting |
| Carulla Victor Bulto Officer | Feb 9, 2026 | 7,500 | $1.17M | Feb 9, 2026 | Restricted Stock Vesting |
| Fiona Marshall Officer | May 23, 2025 | 15,000 | $1.69M | May 23, 2025 | Restricted Stock Vesting |
| Robert William Kowalski Officer | Apr 30, 2025 | 1,212 | $137.30K | Apr 30, 2025 | Restricted Stock Vesting |
| Robert William Kowalski Officer | Aug 12, 2024 | 6,566 | $733.57K | Aug 12, 2024 | Restricted Stock Vesting |
| Aharon Gal Officer | May 22, 2024 | 2,500 | $254.83K | May 22, 2024 | Open Market Purchase |
| Robert William Kowalski Officer | Sep 19, 2023 | 1,581 | $162.73K | Sep 19, 2023 | Restricted Stock Vesting |