NOVARTIS AG hedge fund holdings
NVSNYSE$141.00-0.05 (-0.04%)as of Oct 2, 2026
Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.
Price vs funds buying and selling
NVS · close · 13FReported Aug 14, 2026Price vs funds buying and selling data
Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+7.7%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.
| Date | Category | Person | Role | Action | Amount | Change in holding |
|---|
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.Price and fund activity data
| Quarter | Funds buying | Funds selling | Bought | Sold | Filers | Reported |
|---|---|---|---|---|---|---|
| Q2 2025 | 350 | 289 | $965M | $1.24B | 1,321 | Aug 14, 2025 |
| Q3 2025 | 344 | 278 | $897M | $1B | 1,341 | Nov 14, 2025 |
| Q4 2025 | 380 | 247 | $962M | $1.55B | 1,449 | Feb 14, 2026 |
| Q1 2026 | 448 | 335 | $3.48B | $1.61B | 1,534 | May 15, 2026 |
| Q2 2026 | 363 | 308 | $1.3B | $2.72B | 1,545 | Aug 14, 2026 |
Quarterly action breakdown
Q2 2026
1,545 filersNew position
102$408M+2.6M sh
Increased
261$890M+5.68M sh
Reduced
233-$2.66B-17M sh
Out / sold
75-$60.5M-386K sh
Last 4 quarters · free
Reported Aug 14, 2026
| Fund | Action | Change in dollar | Value | % of portfolio | Reported |
|---|---|---|---|---|---|
| Dodge & Cox | Reduce 89.10% | -$973M | $119M | 0.06% | Aug 13, 2026 |
| Fisher Asset Management, LLC | Added 11.79% | +$257M | $2.43B | 0.72% | Aug 4, 2026 |
| Holocene Advisors, LP | New Buy | +$163M | $163M | 0.37% | Aug 14, 2026 |
| Primecap Management Co | Reduce 12.89% | -$153M | $1.03B | 0.61% | Aug 14, 2026 |
| WCM Investment Management, LLC | Added 30.15% | +$69.5M | $300M | 0.54% | Aug 13, 2026 |
| Farallon Capital Management, L.L.C. | New Buy | +$56.9M | $56.9M | 0.26% | Aug 14, 2026 |
| Agf Management Ltd | New Buy | +$56.5M | $56.5M | 0.22% | Aug 10, 2026 |
| Scharf Investments, LLC | Reduce 47.25% | -$43.6M | $48.7M | 1.61% | Jul 13, 2026 |
| Van Eck Associates Corp | Reduce 28.96% | -$40.5M | $99.3M | 0.06% | Aug 14, 2026 |
| Woodley Farra Manion Portfolio Management Inc | Reduce 90.11% | -$37.6M | $4.12M | 0.20% | Aug 10, 2026 |
| Clark Capital Management Group, Inc. | Reduce 94.34% | -$37.2M | $2.23M | 0.01% | Aug 11, 2026 |
| Loomis Sayles & Co L P | Reduce 3.44% | -$29.3M | $821M | 1.03% | Aug 14, 2026 |
| Lord, Abbett & Co. LLC | Added 20.72% | +$27M | $157M | 0.45% | Aug 14, 2026 |
| Natixis Advisors, LLC | Added 6.72% | +$23.6M | $374M | 0.42% | Aug 14, 2026 |
| Todd Asset Management LLC | Reduce 26.52% | -$18M | $49.7M | 0.88% | Aug 4, 2026 |
| Tidal Investments LLC | Reduce 52.40% | -$15.9M | $14.4M | 0.02% | Aug 13, 2026 |
| Glenview Capital Management, LLC | New Buy | +$13.6M | $13.6M | 0.25% | Aug 14, 2026 |
| Curi Capital, LLC | Added 151.33% | +$10.8M | $17.9M | 0.28% | Aug 14, 2026 |
| Teachers Retirement System of the State of Kentucky | Reduce 24.89% | -$10.5M | $31.5M | 0.21% | Aug 12, 2026 |
| Dixon Mitchell Investment Counsel Inc. | New Buy | +$10.4M | $10.4M | 0.34% | Aug 13, 2026 |
| DV Equities, LLC | Sell 100% | -$9.64M | $0 | 0.00% | Aug 14, 2026 |
| Edgemoor Investment Advisors, Inc. | Reduce 51.35% | -$8.74M | $8.28M | 0.56% | Aug 7, 2026 |
| Integral Health Asset Management, LLC | Reduce 20.00% | -$7.84M | $31.3M | 1.24% | Aug 14, 2026 |
| D.A. Davidson & Co. | Reduce 23.40% | -$7.8M | $25.5M | 0.14% | Jul 24, 2026 |
| Massachusetts Financial Services Co | Added 18.97% | +$7.33M | $46M | 0.01% | Aug 3, 2026 |
| Quantinno Capital Management LP | Added 13.38% | +$7.15M | $60.5M | 0.07% | Aug 13, 2026 |
| Rathbones Group PLC | Reduce 50.14% | -$6.89M | $6.85M | 0.03% | Jul 23, 2026 |
| Assetmark, Inc | Added 9.71% | +$6.14M | $69.4M | 0.12% | Jul 30, 2026 |
| Geneos Wealth Management Inc. | Reduce 77.73% | -$6.09M | $1.74M | 0.04% | Aug 6, 2026 |
| Campbell & CO Investment Adviser LLC | Sell 100% | -$6.06M | $0 | 0.00% | Aug 3, 2026 |
| Transmarket Holdings LP | Sell 100% | -$5.36M | $0 | 0.00% | Jul 21, 2026 |
| NewEdge Wealth, LLC | Added 6.03% | +$5.17M | $90.8M | 0.91% | Aug 10, 2026 |
| Dearborn Partners LLC | Added 91.00% | +$4.95M | $10.4M | 0.29% | Aug 17, 2026 |
| Huntington National Bank | Added 76.31% | +$4.87M | $11.2M | 0.05% | Aug 13, 2026 |
| Promethos Capital, LLC | Added 14.87% | +$4.73M | $36.6M | 9.94% | Aug 12, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | Reduce 10.77% | -$4.65M | $38.5M | 0.09% | Aug 13, 2026 |
| South Shore Capital Advisors | Reduce 90.37% | -$4.22M | $450K | 0.30% | Jul 30, 2026 |
| Capital Wealth Planning, LLC | Added 21.17% | +$4.16M | $23.8M | 0.12% | Aug 14, 2026 |
| MML Investors Services, LLC | Added 11.40% | +$4.1M | $40.1M | 0.08% | Aug 7, 2026 |
| Ashton Thomas Securities, LLC | Sell 100% | -$3.51M | $0 | 0.00% | Jul 27, 2026 |
| Patriot Financial Group Insurance Agency, LLC | Reduce 55.92% | -$3.46M | $2.73M | 0.28% | Jul 16, 2026 |
| Perennial Advisors, LLC | Reduce 51.81% | -$3.32M | $3.09M | 0.48% | Jul 13, 2026 |
| Diversify Advisory Services, LLC | New Buy | +$3.13M | $3.13M | 0.05% | Aug 10, 2026 |
| Foresight Global Investors, Inc. | Reduce 10.67% | -$2.88M | $24.1M | 14.60% | Aug 11, 2026 |
| University of Texas/Texas Am Investment Management Co | Reduce 76.95% | -$2.57M | $771K | 0.09% | Aug 3, 2026 |
| Boston Common Asset Management, LLC | Reduce 15.15% | -$2.57M | $14.4M | 0.85% | Jul 21, 2026 |
| Abundance Wealth Counselors | Added 91.79% | +$2.42M | $5.05M | 0.33% | Jul 23, 2026 |
| Yousif Capital Management, LLC | Reduce 75.87% | -$2.37M | $754K | 0.01% | Jul 16, 2026 |
| Quantitative Investment Management, LLC | Sell 100% | -$2.3M | $0 | 0.00% | Aug 14, 2026 |
| QRG Capital Management, Inc. | Added 9.04% | +$2.14M | $25.8M | 0.21% | Jul 14, 2026 |
| First Trust Advisors LP | Reduce 3.64% | -$2.09M | $55.4M | 0.03% | Aug 11, 2026 |
| Sphera Funds Management Ltd. | Added 35.14% | +$2.04M | $7.83M | 1.02% | Aug 14, 2026 |
| Maverick Capital Ltd | Added 82.26% | +$1.97M | $4.36M | 0.04% | Aug 14, 2026 |
| Tocqueville Asset Management L.P. | Reduce 13.64% | -$1.96M | $12.4M | 0.16% | Aug 10, 2026 |
| Adage Capital Partners GP, L.L.C. | Reduce 4.82% | -$1.95M | $38.5M | 0.05% | Aug 14, 2026 |
| Clifford Swan Investment Counsel LLC | Reduce 17.14% | -$1.95M | $9.42M | 0.30% | Aug 20, 2026 |
| Diversify Wealth Management, LLC | Added 155.27% | +$1.9M | $3.13M | 0.05% | Jul 30, 2026 |
| Integrated Quantitative Investments LLC | New Buy | +$1.88M | $1.88M | 0.31% | Aug 14, 2026 |
| V-Square Quantitative Management LLC | Reduce 88.37% | -$1.87M | $247K | 0.02% | Jul 27, 2026 |
| Daymark Wealth Partners, LLC | Added 33.69% | +$1.73M | $6.87M | 0.17% | Jul 31, 2026 |
| Wellington Management Group LLP | New Buy | +$1.73M | $1.73M | 0.00% | Aug 14, 2026 |
| Manning & Napier Advisors LLC | Reduce 12.91% | -$1.73M | $11.7M | 0.15% | Aug 14, 2026 |
| Fiera Capital Corp | Added 7.59% | +$1.65M | $23.5M | 0.09% | Aug 7, 2026 |
| Advisors Management Group Inc | Reduce 82.82% | -$1.63M | $339K | 0.06% | Aug 4, 2026 |
| Abacus Wealth Partners, LLC | Reduce 53.11% | -$1.53M | $1.35M | 0.14% | Jul 22, 2026 |
| IMC-Chicago, LLC | New Buy | +$1.53M | $1.53M | 0.00% | Aug 6, 2026 |
| DV Trading LLC | Sell 100% | -$1.48M | $0 | 0.00% | Aug 14, 2026 |
| Mission Wealth Management, LP | Added 85.68% | +$1.42M | $3.09M | 0.04% | Jul 20, 2026 |
| Naviter Wealth, LLC | Added 23.13% | +$1.41M | $7.49M | 0.68% | Aug 7, 2026 |
| XY Capital Ltd | Sell 100% | -$1.34M | $0 | 0.00% | Aug 11, 2026 |
| Vise Technologies, Inc. | Added 22.30% | +$1.27M | $6.95M | 0.08% | Aug 11, 2026 |
| Keybank National Association | Added 12.63% | +$1.26M | $11.2M | 0.04% | Jul 28, 2026 |
| Brandes Investment Partners, LP | Added 4.23% | +$1.26M | $31M | 0.22% | Aug 14, 2026 |
| Triasima Portfolio Management inc. | Reduce 14.70% | -$1.21M | $7.01M | 0.95% | Jul 21, 2026 |
| Equitable Trust Co | Added 36.99% | +$1.14M | $4.21M | 0.18% | Jul 23, 2026 |
| ProVise Management Group, LLC | Reduce 5.03% | -$1.11M | $21M | 1.41% | Aug 3, 2026 |
| Occidental Asset Management, LLC | Added 214.14% | +$1.07M | $1.57M | 0.16% | Aug 7, 2026 |
| Scotia Capital Inc. | Reduce 8.91% | -$1.01M | $10.4M | 0.04% | Aug 11, 2026 |
| Bluespring Wealth Management, LLC | New Buy | +$984K | $984K | 0.02% | Aug 11, 2026 |
| Kestra Private Wealth Services, LLC | Reduce 24.65% | -$977K | $2.99M | 0.03% | Jul 28, 2026 |
| Shelton Capital Management | Reduce 68.56% | -$953K | $437K | 0.01% | Aug 14, 2026 |
| Aberdeen Wealth Management LLC | New Buy | +$947K | $947K | 0.45% | Aug 13, 2026 |
| Harding Loevner LP | Reduce 1.03% | -$942K | $90.5M | 0.85% | Aug 14, 2026 |
| Bessemer Group Inc | Added 10.02% | +$927K | $10.2M | 0.01% | Aug 12, 2026 |
| 1832 Asset Management L.P. | Reduce 10.31% | -$920K | $8.01M | 0.00% | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | Added 39.39% | +$916K | $3.24M | 0.03% | Jul 27, 2026 |
| Qtron Investments LLC | Reduce 59.63% | -$907K | $614K | 0.08% | Aug 13, 2026 |
| Mcintyre Freedman & Flynn Investment Advisers Inc | Reduce 21.55% | -$905K | $3.29M | 1.98% | Aug 12, 2026 |
| Clear Creek Financial Management, LLC | Added 178.72% | +$829K | $1.29M | 0.08% | Jul 28, 2026 |
| Argonautica Private Wealth Management, Inc | Sell 100% | -$827K | $0 | 0.00% | Jul 28, 2026 |
| Beverly Hills Private Wealth, LLC | Reduce 67.02% | -$827K | $407K | 0.08% | Aug 7, 2026 |
| Ethic Inc. | Added 5.05% | +$820K | $17M | 0.21% | Jul 29, 2026 |
| Cullen Investment Group, Ltd. | Added 10.39% | +$820K | $8.7M | 1.05% | Jul 9, 2026 |
| Americana Partners, LLC | Added 19.88% | +$816K | $4.92M | 0.11% | Aug 5, 2026 |
| Martin Investment Management, LLC | Reduce 3.10% | -$788K | $24.6M | 8.22% | Jul 17, 2026 |
| Nomura Holdings Inc | Reduce 5.05% | -$784K | $14.7M | 0.02% | Aug 14, 2026 |
| Park Avenue Securities LLC | Reduce 10.21% | -$782K | $6.88M | 0.04% | Jul 20, 2026 |
| Douglas Lane & Associates, LLC | Reduce 3.42% | -$778K | $22M | 0.30% | Jul 14, 2026 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | Added 70.29% | +$771K | $1.87M | 0.02% | Jul 30, 2026 |
| WCG Wealth Advisors LLC | Added 12.36% | +$755K | $6.86M | 0.16% | Aug 14, 2026 |