Novartis AG — Institutional Ownership

Which tracked institutions hold NVS, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.

47
Funds holding
$6521168456
Total value held
Buying
29 added/new · 17 reduced
# Institution Value Shares Δ Shares Change (QoQ)
1 Morgan Stanley $1302505395 8527037 -349869 -3.94%
2 Goldman Sachs Group Inc $996811494 6525771 +3780327 +137.69%
3 Bank Of America Corp /De/ $758066743 4962794 +413778 +9.10%
4 Franklin Resources Inc $520868947 3409944 -1069363 -23.87%
5 Blackrock, Inc. $450575847 2949760 +141669 +5.05%
6 Northern Trust Corp $425596328 2786228 +435047 +18.50%
7 Janus Henderson Group Plc $347649414 2275938 NEW BUY
8 Raymond James Financial Inc $295061442 1931873 +86268 +4.67%
9 Wells Fargo & Company/Mn $253962478 1842043 +12199 +0.67%
10 Principal Financial Group Inc $234133650 1532789 -276369 -15.28%
11 State Street Corp $216159995 1385892 -64169 -4.43%
12 Truist Financial Corp $143862697 941818 +54522 +6.14%
13 Sei Investments Co $94594483 619274 NEW BUY
14 Royal Bank Of Canada $94508000 618710 NEW BUY
15 Ameriprise Financial Inc $81359613 532554 -37168 -6.52%
16 Bank Of New York Mellon Corp $50074024 327817 +9691 +3.05%
17 Us Bancorp \De\ $41069763 268858 +1589 +0.59%
18 Bank Of Montreal /Can/ $39614993 259345 NEW BUY
19 Pnc Financial Services Group, Inc. $33625487 220134 +9930 +4.72%
20 First Financial Bankshares Inc $30990832 224783 +2546 +1.15%
21 Invesco Ltd. $24220549 175677 -3362 -1.88%
22 M&T Bank Corp $21175080 153584 +1122 +0.74%
23 Nomura Holdings Inc $15124236 99013 NEW BUY
24 Barclays Plc $11727076 76773 NEW BUY
25 Citigroup Inc $9834823 71334 -159953 -69.16%
26 Fifth Third Bancorp $5439580 35611 +4622 +14.91%
27 Equitable Holdings, Inc. $3970851 26574 NEW BUY
28 Atlantic Union Bankshares Corp $3893864 28243 -870 -2.99%
29 Pinnacle Financial Partners, Inc. $3172010 20754 NEW BUY
30 Regions Financial Corp $2198073 14390 -1986 -12.13%
31 Park National Corp /Oh/ $2163398 14163 +1183 +9.11%
32 Old National Bancorp /In/ $1506725 9864 +51 +0.52%
33 Hilltop Holdings Inc. $1372154 8983 -3016 -25.14%
34 Lcnb Corp $1269231 9206 -25 -0.27%
35 Associated Banc-Corp $1111102 7274 -12 -0.16%
36 Alti Global, Inc. $567314 3714 -667 -15.22%
37 Enterprise Financial Services Corp $322149 2109 -214 -9.21%
38 Peoples Financial Services Corp. $265173 1736 -19 -1.08%
39 Nicolet Bankshares Inc $229125 1500 NEW BUY
40 Bank Of Nova Scotia $211712 1386 NEW BUY
41 Tompkins Financial Corp $126935 831 +271 +48.39%
42 First Financial Corp /In/ $91497 599 Held
43 South Plains Financial, Inc. $45213 296 +25 +9.23%
44 City Holding Co $20620 135 -17 -11.18%
45 Toronto Dominion Bank $11000 75 NEW BUY
46 Peapack Gladstone Financial Corp $3712 24302 +23 +0.09%
47 Community Financial System, Inc. $3629 38554 -650 -1.66%

Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.