NVS Institutional Ownership
Novartis AG
1W: +2.4%
1M: +5.7%
3M: -3.8%
YTD: +11.0%
1Y: +16.8%
3Y: +72.8%
5Y: +121.5%
$156.81
+3.00 (+1.95%)
After Hours: $154.97 (-1.83, -1.17%)
Weekly Expected Move ±3.4%
$141
$146
$151
$156
$162
Credit Risk of going bust: lower than 80% of companies Debt: 14.4% of company value Bonds: none of note held by US funds details ▾
If the stock fell to about $1.81 (down 99%), Novartis AG would be worth roughly what it owes.
Total debt $49.01B against a stock market value of $292.35B.
Distance to default 9.62 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $28.61B (short-term plus half of long-term), stock volatility 27.6%; Altman Z'' 2.30. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Total debt $49.01B against a stock market value of $292.35B.
Distance to default 9.62 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $28.61B (short-term plus half of long-term), stock volatility 27.6%; Altman Z'' 2.30. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Overview
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Institutional Ownership — NVS
1,714
Institutional Holders
+29 vs prior quarter
0.0%
Ownership
+0.00pp
$21B
Total Invested
135
New Positions
527
Increased
661
Reduced
86
Closed
1.19
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1792 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Fisher Asset Management, LLC | 15,523,378 | $2.4B | +1,637,629 | +11.8% | 56Q | SEC ↗ |
| 2 | MORGAN STANLEY | 8,726,827 | $1.3B | +199,790 | +2.3% | 60Q | SEC ↗ |
| 3 | DIMENSIONAL FUND ADVISORS LP | 8,117,586 | $1.2B | +7,470 | +0.1% | 86Q | SEC ↗ |
| 4 | PRIMECAP MANAGEMENT CO/CA | 6,592,124 | $1.0B | -975,230 | -12.9% | 15Q | SEC ↗ |
| 5 | LOOMIS SAYLES & CO L P | 5,239,309 | $806M | -186,791 | -3.4% | 65Q | SEC ↗ |
| 6 | BANK OF AMERICA CORP /DE | 4,909,938 | $755M | -52,856 | -1.1% | 15Q | SEC ↗ |
| 7 | FRANKLIN RESOURCES INC | 3,251,281 | $500M | -158,663 | -4.7% | 22Q | SEC ↗ |
| 8 | BlackRock, Inc. | 3,047,988 | $469M | +98,228 | +3.3% | 8Q | SEC ↗ |
| 9 | GOLDMAN SACHS GROUP INC | 2,980,168 | $458M | -3,545,603 | -54.3% | 15Q | SEC ↗ |
| 10 | NORTHERN TRUST CORP | 2,792,745 | $430M | +6,517 | +0.2% | 105Q | SEC ↗ |
| 11 | NATIXIS ADVISORS, LLC | 2,386,527 | $367M | +150,371 | +6.7% | 96Q | SEC ↗ |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 2,330,979 | $359M | +19,595 | +0.8% | 79Q | SEC ↗ |
| 13 | JANUS HENDERSON GROUP PLC | 2,275,938 | $350M | +41,520 | +1.9% | 46Q | SEC ↗ |
| 14 | JPMORGAN CHASE & CO | 2,264,447 | $348M | +459,771 | +25.5% | 103Q | SEC ↗ |
| 15 | Jupiter Topco LLC NEW | 2,221,362 | $342M | — | +0.0% | 1Q | SEC ↗ |
| 16 | GQG Partners LLC | 2,151,131 | $331M | -296,141 | -12.1% | 9Q | SEC ↗ |
| 17 | FMR LLC | 2,057,404 | $316M | +364,411 | +21.5% | 103Q | SEC ↗ |
| 18 | Cullen Capital Management, LLC | 2,033,040 | $313M | -4,922 | -0.2% | 70Q | SEC ↗ |
| 19 | JONES FINANCIAL COMPANIES LLLP | 1,974,043 | $304M | +152,247 | +8.4% | 26Q | SEC ↗ |
| 20 | WCM INVESTMENT MANAGEMENT, LLC | 1,904,349 | $293M | +441,169 | +30.2% | 2Q | SEC ↗ |
| 21 | WELLS FARGO & COMPANY/MN | 1,828,817 | $281M | -66,860 | -3.5% | 101Q | SEC ↗ |
| 22 | RAYMOND JAMES FINANCIAL INC | 1,801,337 | $277M | -130,536 | -6.8% | 7Q | SEC ↗ |
| 23 | PRINCIPAL FINANCIAL GROUP INC | 1,565,796 | $241M | +33,007 | +2.2% | 37Q | SEC ↗ |
| 24 | UBS Group AG | 1,184,422 | $182M | -608,731 | -33.9% | 47Q | SEC ↗ |
| 25 | Holocene Advisors, LP NEW | 1,037,332 | $160M | — | +0.0% | 1Q | SEC ↗ |
| 26 | Chevy Chase Trust Holdings, LLC | 1,033,709 | $159M | -16,085 | -1.5% | 62Q | SEC ↗ |
| 27 | LORD, ABBETT & CO. LLC | 1,002,335 | $154M | +172,049 | +20.7% | 3Q | SEC ↗ |
| 28 | TRUIST FINANCIAL CORP | 968,701 | $149M | +26,883 | +2.9% | 82Q | SEC ↗ |
| 29 | EARNEST PARTNERS LLC | 886,634 | $136M | +1,344 | +0.2% | 51Q | SEC ↗ |
| 30 | RENAISSANCE TECHNOLOGIES LLC | 788,033 | $121M | -323,800 | -29.1% | 52Q | SEC ↗ |
| 31 | Dodge & Cox | 759,373 | $117M | -6,208,010 | -89.1% | 25Q | SEC ↗ |
| 32 | MILLENNIUM MANAGEMENT LLC NEW | 758,029 | $117M | — | +0.0% | 1Q | SEC ↗ |
| 33 | Connor, Clark & Lunn Investment Manage | 740,532 | $114M | +235,092 | +46.5% | 17Q | SEC ↗ |
| 34 | AMERICAN CENTURY COMPANIES INC | 707,061 | $109M | +3,883 | +0.6% | 15Q | SEC ↗ |
| 35 | LPL Financial LLC | 666,272 | $102M | +45,845 | +7.4% | 54Q | SEC ↗ |
| 36 | ROYAL BANK OF CANADA | 638,682 | $98M | +19,972 | +3.2% | 87Q | SEC ↗ |
| 37 | VAN ECK ASSOCIATES CORP | 633,523 | $97M | -258,280 | -29.0% | 15Q | SEC ↗ |
| 38 | SEI INVESTMENTS CO | 591,566 | $91M | -27,708 | -4.5% | 15Q | SEC ↗ |
| 39 | NewEdge Wealth, LLC | 579,486 | $89M | +32,981 | +6.0% | 23Q | SEC ↗ |
| 40 | Harding Loevner LP | 578,234 | $89M | -6,021 | -1.0% | 5Q | SEC ↗ |
| 41 | BRISTOL JOHN W & CO INC /NY | 557,777 | $86M | -4,060 | -0.7% | 15Q | SEC ↗ |
| 42 | Creative Planning | 546,659 | $84M | +17,845 | +3.4% | 59Q | SEC ↗ |
| 43 | CIBC Bancorp USA Inc. | 524,073 | $81M | -13,740 | -2.6% | 2Q | SEC ↗ |
| 44 | AMERIPRISE FINANCIAL INC | 508,398 | $78M | -24,156 | -4.5% | 16Q | SEC ↗ |
| 45 | Harvest Portfolios Group Inc. | 457,045 | $70M | +2,364 | +0.5% | 15Q | SEC ↗ |
| 46 | ASSETMARK, INC | 442,978 | $68M | +39,204 | +9.7% | 45Q | SEC ↗ |
| 47 | Corient Private Wealth LP | 437,208 | $67M | -3,318 | -0.8% | 15Q | SEC ↗ |
| 48 | TCTC Holdings, LLC | 393,932 | $61M | +68 | +0.0% | 25Q | SEC ↗ |
| 49 | Quantinno Capital Management LP | 386,332 | $59M | +45,604 | +13.4% | 15Q | SEC ↗ |
| 50 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 384,386 | $59M | +38,976 | +11.3% | 15Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Jupiter Topco LLC | 2,221,362 | $342M |
| Holocene Advisors, LP | 1,037,332 | $160M |
| MILLENNIUM MANAGEMENT LLC | 758,029 | $117M |
| Sixth Street Partners Management Co | 384,386 | $59M |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | 363,000 | $56M |
| AGF MANAGEMENT LTD | 360,354 | $55M |
| CITADEL ADVISORS LLC | 320,808 | $49M |
| TriCert Investment Counsel Inc. | 226,301 | $35M |
| Nuveen, LLC | 124,459 | $19M |
| GLENVIEW CAPITAL MANAGEMENT, LLC | 86,909 | $13M |
| LOGAN CAPITAL MANAGEMENT INC | 73,584 | $11M |
| Dixon Mitchell Investment Counsel I | 66,500 | $10M |
| Financial Gravity Companies, Inc. | 48,030 | $7M |
| TRUST CO OF VERMONT | 46,466 | $7M |
| Engineers Gate Manager LP | 28,899 | $4M |
| Global Retirement Partners, LLC | 27,477 | $4M |
| Diversify Advisory Services, LLC | 20,054 | $3M |
| Virtu Financial LLC | 17,757 | $3M |
| BOOTHBAY FUND MANAGEMENT, LLC | 14,644 | $2M |
| NORTHSTAR ASSET MANAGEMENT Co | 13,875 | $2M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Defilade Capital Management, L.P. | 362,816 | $56M |
| ABC ARBITRAGE SA | 176,749 | $27M |
| Hudson Bay Capital Management LP | 114,346 | $18M |
| Optiver Holding B.V. | 92,638 | $14M |
| Aquatic Capital Management LLC | 90,973 | $14M |
| TUDOR INVESTMENT CORP ET AL | 63,250 | $10M |
| SIMPLEX TRADING, LLC | 46,821 | $7M |
| TD Asset Management Inc | 44,021 | $7M |
| Campbell & CO Investment Adviser LL | 39,646 | $6M |
| NATIXIS | 36,500 | $6M |
| Transmarket Holdings LP | 35,075 | $5M |
| Forum Financial Management, LP | 25,365 | $4M |
| ASHTON THOMAS SECURITIES, LLC | 22,962 | $4M |
| SEGALL BRYANT & HAMILL, LLC | 18,792 | $3M |
| Quantitative Investment Management, | 15,083 | $2M |
| Walleye Capital LLC | 13,734 | $2M |
| AR ASSET MANAGEMENT INC | 10,750 | $2M |
| Kovitz Investment Group Partners, L | 10,469 | $2M |
| Diameter Capital Partners LP | 10,400 | $2M |
| DV Trading LLC | 9,668 | $1M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Fisher Asset Management, LLC | +1,637,629 | +11.8% | 15,523,378 |
| JPMORGAN CHASE & CO | +459,771 | +25.5% | 2,264,447 |
| WCM INVESTMENT MANAGEMENT, LLC | +441,169 | +30.2% | 1,904,349 |
| FMR LLC | +364,411 | +21.5% | 2,057,404 |
| BNP PARIBAS FINANCIAL MARKETS | +258,557 | +213.6% | 379,597 |
| Connor, Clark & Lunn Investment Man | +235,092 | +46.5% | 740,532 |
| MORGAN STANLEY | +199,790 | +2.3% | 8,726,827 |
| LORD, ABBETT & CO. LLC | +172,049 | +20.7% | 1,002,335 |
| JONES FINANCIAL COMPANIES LLLP | +152,247 | +8.4% | 1,974,043 |
| NATIXIS ADVISORS, LLC | +150,371 | +6.7% | 2,386,527 |
| Kestra Advisory Services, LLC | +132,834 | +250.3% | 185,906 |
| Savant Capital, LLC | +128,722 | +578.6% | 150,968 |
| Quadrature Capital Ltd | +126,290 | +110.5% | 240,579 |
| LMR Partners LLP | +110,621 | +256.6% | 153,726 |
| BlackRock, Inc. | +98,228 | +3.3% | 3,047,988 |
| Curi Capital, LLC | +68,768 | +151.3% | 114,209 |
| HRT FINANCIAL LP | +64,701 | +260.0% | 89,587 |
| Mirae Asset Global Investments Co., | +56,424 | +40.4% | 195,986 |
| AQR CAPITAL MANAGEMENT LLC | +47,339 | +20.2% | 281,210 |
| MASSACHUSETTS FINANCIAL SERVICES CO | +46,788 | +19.0% | 293,443 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Dodge & Cox | -6,208,010 | -89.1% | 759,373 |
| GOLDMAN SACHS GROUP INC | -3,545,603 | -54.3% | 2,980,168 |
| STATE STREET CORP | -1,335,231 | -96.3% | 50,661 |
| PRIMECAP MANAGEMENT CO/CA | -975,230 | -12.9% | 6,592,124 |
| UBS Group AG | -608,731 | -33.9% | 1,184,422 |
| JANE STREET GROUP, LLC | -356,260 | -97.2% | 10,207 |
| RENAISSANCE TECHNOLOGIES LLC | -323,800 | -29.1% | 788,033 |
| GQG Partners LLC | -296,141 | -12.1% | 2,151,131 |
| Scharf Investments, LLC | -278,414 | -47.3% | 310,818 |
| VAN ECK ASSOCIATES CORP | -258,280 | -29.0% | 633,523 |
| WOODLEY FARRA MANION PORTFOLIO MANA | -239,753 | -90.1% | 26,308 |
| Clark Capital Management Group, Inc | -237,636 | -94.3% | 14,258 |
| LOOMIS SAYLES & CO L P | -186,791 | -3.4% | 5,239,309 |
| Point72 Asset Management, L.P. | -177,680 | -62.6% | 106,157 |
| FRANKLIN RESOURCES INC | -158,663 | -4.7% | 3,251,281 |
| BANK OF MONTREAL /CAN | -154,413 | -59.5% | 104,932 |
| RAYMOND JAMES FINANCIAL INC | -130,536 | -6.8% | 1,801,337 |
| Qube Research & Technologies Ltd | -129,397 | -74.7% | 43,740 |
| TODD ASSET MANAGEMENT LLC | -114,578 | -26.5% | 317,429 |
| Tidal Investments LLC | -101,233 | -52.4% | 91,944 |