Novartis AG (NYSE:NVS)
| 99.47 Delayed Data As of 4:00pm ET |  -2.07 / -2.04%Today’s Change | 74.24 Today|||52-Week Range 105.61 | +9.65% Year-to-Date |
The 6.52% of NVS shares held by institutional investors is a greater percentage than is typically held for stocks in the Pharmaceuticals: Major industry.
| Other institutional | 3.77% |
| Mutual fund holders | 2.75% |
| Individual stakeholders | -- |
Largest Quarterly Institutional
Transactions
Latest Institutional Activity
| 9/07/2023 | DIMENSIONAL FUND ADVISORS LTD. Bought 5.7 Thousand shares of Novartis AG |
| 7/31/2023 | EDMOND DE ROTHSCHILD MUTUAL FUND... Sold 3.00 shares of Novartis AG |
| 8/31/2023 | DFA AUSTRALIA LTD. Sold 7.00 shares of Novartis AG |
Top 10 Owners of Novartis AG
| Stockholder | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| Dodge & Cox | 0.72% | 16,407,113 | 1,648,586,714 | -3,905,567 | -19.23% |
| PRIMECAP Management Co. | 0.66% | 15,010,675 | 1,508,272,624 | -1,416,360 | -8.62% |
| Loomis, Sayles & Co. LP | 0.28% | 6,315,010 | 634,532,205 | -292,139 | -4.42% |
| Dimensional Fund Advisors LP | 0.28% | 6,257,343 | 628,737,825 | +83,672 | +1.36% |
| Franklin Mutual Advisers LLC | 0.27% | 6,080,911 | 611,009,937 | -815,492 | -11.82% |
| Wellington Management Co. LLP | 0.21% | 4,751,952 | 477,476,137 | -102,533 | -2.11% |
| Charles Schwab Investment Managem... | 0.19% | 4,412,441 | 443,362,072 | -49,942 | -1.12% |
| Morgan Stanley Smith Barney LLC (... | 0.16% | 3,680,332 | 369,799,759 | +40,296 | +1.11% |
| Managed Account Advisors LLC | 0.15% | 3,332,723 | 334,872,007 | -190,263 | -5.40% |
| Parametric Portfolio Associates L... | 0.13% | 2,860,161 | 287,388,977 | +190,313 | +7.13% |
Top 10 Mutual Funds Holding Novartis AG
| Mutual fund | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| Dodge & Cox Stock Fund | 0.52% | 11,821,508 | 1,187,825,124 | -3,087,692 | -20.71% |
| Vanguard PRIMECAP Fund | 0.40% | 9,005,525 | 904,875,152 | -1,050,080 | -10.44% |
| Magellan Global Fund - Closed Cla... | 0.18% | 4,190,358 | 421,047,172 | +4,190,358 | -- |
| Franklin Mutual Ser. Fds. - Globa... | 0.10% | 2,335,621 | 234,683,198 | 0 | 0.00% |
| Vanguard Capital Opportunity Fund | 0.10% | 2,230,990 | 224,169,875 | 0 | 0.00% |
| Hartford Dividend & Growth Fund | 0.09% | 2,044,724 | 205,453,868 | 0 | 0.00% |
| Vanguard PRIMECAP Core Fund | 0.07% | 1,583,800 | 159,140,224 | -11,800 | -0.74% |
| DFA International Value Series | 0.07% | 1,596,183 | 160,384,468 | 0 | 0.00% |
| Loomis Sayles Growth Fund | 0.07% | 1,582,644 | 159,024,069 | +1,481 | +0.09% |
| Franklin Mutual Ser. Fds. - Share... | 0.07% | 1,558,716 | 156,619,784 | 0 | 0.00% |