NOVARTIS AG - Ordinary Shares (NVS)

Historical Holders from Q1 2014 to Q4 2025

Type / Class: Equity / Ordinary Shares
Symbol: NVS on NYSE
Shares outstanding: 2,181,288,547
Price per share: $137.87
All holders as of 30 Sep 2025: Q3 2025
Total 13F shares: 133,862,820
Total reported value: $17,165,003,719
% of total 13F portfolios: 0.03%
Share change: +313,429
Value change: +$50,895,815
Number of holders: 1,378

Reported Shares, Excluding Options vs Price

Reported Value, Excluding Options

Total Investors

Significant Owners of NOVARTIS AG - Ordinary Shares (NVS) based on Schedule 13D/G filings

Filer	Ownership	Change %	Holdings Value	Net Change	Nb Shares	Change %	Reporting Name	Report Period
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	6.4%		$15,174,788,163		139,602,467		UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	30 Sep 2024

As of 30 Sep 2025, NOVARTIS AG - Ordinary Shares (NVS) has 1,378 institutional shareholders filing 13F forms. They hold 133,862,820 shares. of 2,181,288,547 outstanding shares (6.1%) .

Institutional Holders of NOVARTIS AG - Ordinary Shares (NVS) across Reporting Periods

Period	Reported Shares, Excl. Options	Value, Excl. Options	Value Change	Puts Notional Value	Calls Notional Value	Price	Investors
2025 Q4	668,863	$93,142,650	+$3,565,458			$137.87	67
2025 Q3	133,862,820	$17,165,003,719	+$50,895,815	$285,147,356	$198,601,947	$128.24	1,378
2025 Q2	133,423,708	$16,144,171,651	-$490,686,254	$205,384,174	$206,393,282	$121.01	1,369
2025 Q1	137,631,894	$15,349,976,244	+$873,106,714	$203,080,350	$182,184,777	$111.48	1,335
2024 Q4	130,310,278	$12,695,223,854	-$228,480,821	$151,659,018	$127,963,732	$97.31	1,322
2024 Q3	131,877,776	$15,188,426,571	-$629,783,262	$210,240,543	$128,312,996	$115.02	1,298
2024 Q2	137,608,636	$14,656,359,885	-$143,854,047	$163,567,784	$157,963,742	$106.46	1,296
2024 Q1	140,077,928	$13,559,673,499	-$126,753,089	$83,729,488	$111,432,960	$96.73	1,236
2023 Q4	343,362	$34,630,584	-$6,158,540			$100.97	15
2023 Q3	141,257,515	$14,348,547,400	-$4,451,843	$138,021,659	$138,254,578	$101.86	1,198
2023 Q2	147,654,315	$14,869,304,793	-$2,343,971,180	$160,831,953	$473,181,551	$100.91	1,176
2023 Q1	162,405,159	$14,915,434,489	-$599,352,761	$127,144,900	$268,867,400	$92.00	1,150
2022 Q4	170,564,336	$15,451,182,852	-$838,630,476	$182,084,608	$374,606,509	$90.72	1,159
2022 Q3	179,354,435	$13,636,003,965	-$1,528,242,729	$111,783,000	$194,780,019	$76.01	1,063
2022 Q2	199,271,200	$16,844,841,045	-$489,531,820	$99,800,000	$162,233,021	$84.53	1,118
2022 Q1	206,077,509	$18,084,227,374	-$258,119,859	$109,702,000	$197,196,000	$87.75	1,112
2021 Q4	210,474,179	$18,407,771,374	-$804,245,009	$112,819,000	$414,494,022	$87.47	1,128
2021 Q3	218,660,665	$17,883,551,762	+$334,089,003	$80,481,000	$368,929,000	$81.78	1,066
2021 Q2	216,672,469	$19,769,267,150	-$95,492,513	$43,503,000	$127,856,000	$91.24	1,105
2021 Q1	218,010,382	$18,638,880,538	-$804,920,670	$66,627,788	$139,525,252	$85.48	1,125
2020 Q4	227,741,786	$21,504,306,141	+$235,971,480	$101,203,386	$215,979,548	$94.43	1,163
2020 Q3	226,040,278	$19,651,573,098	-$999,899,035	$108,241,381	$168,060,790	$86.96	1,103
2020 Q2	237,474,080	$20,732,560,418	-$812,720,660	$93,295,570	$168,470,000	$87.34	1,116
2020 Q1	245,916,791	$20,280,828,097	-$536,420,196	$89,403,003	$137,656,001	$82.45	1,116
2019 Q4	257,394,315	$24,370,448,069	+$1,317,592,045	$118,860,000	$167,130,000	$94.69	1,155
2019 Q3	231,632,072	$20,130,654,770	-$998,361,615	$132,695,000	$142,970,000	$86.90	1,076
2019 Q2	254,663,810	$23,240,806,593	-$1,283,175,522	$103,568,000	$215,279,000	$91.31	1,079
2019 Q1	264,856,832	$25,389,058,027	-$71,800,246	$87,723,000	$143,950,000	$96.14	1,115
2018 Q4	272,632,850	$23,393,072,414	+$1,013,449,870	$70,878,005	$103,649,008	$85.81	1,074
2018 Q3	259,352,378	$22,343,282,028	+$463,977,493	$58,234,000	$82,970,000	$86.16	1,007
2018 Q2	253,820,335	$19,172,148,163	+$310,843,199	$25,842,000	$91,586,000	$75.54	972
2018 Q1	255,816,097	$20,677,598,455	+$329,133,983	$44,132,000	$80,230,000	$80.85	1,000
2017 Q4	250,432,225	$21,026,372,222	-$565,407,489	$41,736,000	$57,881,003	$83.96	992
2017 Q3	257,752,250	$22,123,350,633	-$115,911,737	$25,275,000	$41,346,000	$85.85	926
2017 Q2	259,279,569	$21,635,711,063	-$435,593,217	$42,053,000	$65,061,000	$83.47	908
2017 Q1	253,285,897	$18,794,905,164	+$1,101,978,065	$65,291,007	$27,790,000	$74.27	897
2016 Q4	237,145,163	$17,239,408,619	+$771,767,681	$76,409,011	$94,057,000	$72.84	893
2016 Q3	224,715,395	$17,742,572,223	-$13,960,208	$41,944,000	$40,003,000	$78.96	863
2016 Q2	222,683,733	$18,375,079,880	-$252,756,535	$49,568,000	$43,008,000	$82.51	867
2016 Q1	222,467,716	$16,143,630,534	+$157,412,579	$21,400,000	$28,809,000	$72.44	859
2015 Q4	232,789,610	$20,027,482,108	+$58,075,260	$41,168,000	$26,051,000	$86.04	921
2015 Q3	233,551,675	$21,465,082,753	+$272,156,508	$53,066,000	$40,460,000	$91.92	915
2015 Q2	231,313,869	$22,749,332,109	+$105,239,133	$17,975,000	$55,491,000	$98.34	935
2015 Q1	233,703,655	$23,050,151,780	-$41,935,547	$15,459,000	$30,507,000	$98.61	929
2014 Q4	234,178,546	$21,698,585,347	+$109,315,028	$66,938,000	$159,471,000	$92.66	901
2014 Q3	230,196,961	$21,667,518,722	-$347,321,799	$104,195,000	$176,506,000	$94.13	862
2014 Q2	235,598,177	$21,327,581,573	-$159,409,008	$103,170,000	$157,480,000	$90.53	835
2014 Q1	237,211,976	$20,165,513,062	-$334,984,789	$188,015,000	$166,082,000	$85.02	824