# Novartis AG (NVS) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 66987V109
Page URL: https://superinvestorclub.com/stock/NVS
Last updated: 2026-08-29T13:49:23.469Z

## Summary

As of the most recent 13F filing period, Novartis AG (NVS) is held by 5 tracked superinvestors with an aggregate position value of $136.8M representing 07593737112527789131861501 shares.

## Top institutional holders (5)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [Dodge & Cox](https://superinvestorclub.com/manager/16) | Dodge & Cox | 759373 | $119.0M | 0.06% | 2026-06-30 |
| 2 | [Tweedy Browne](https://superinvestorclub.com/manager/18) | Tweedy Browne Company | 71125 | $11.1M | 0.84% | 2026-06-30 |
| 3 | [Lee Ainslie](https://superinvestorclub.com/manager/58) | Maverick Capital | 27789 | $4.4M | 0.04% | 2026-06-30 |
| 4 | [Kahn Brothers](https://superinvestorclub.com/manager/83) | Kahn Brothers Group | 13186 | $2.1M | 0.33% | 2026-06-30 |
| 5 | [Sarah Ketterer](https://superinvestorclub.com/manager/293) | Causeway Capital Management | 1501 | $235,168 | 0.00% | 2026-06-30 |

## Ownership history (quarter-over-quarter)

- 2023-09-30: 2 holders, $11.9M aggregate, 09491621578 shares
- 2023-12-31: 3 holders, $1.34B aggregate, 0131655389061918063 shares
- 2024-03-31: 4 holders, $1.21B aggregate, 01235398589446154134291 shares
- 2024-06-30: 4 holders, $1.32B aggregate, 012236526876061758117038 shares
- 2024-09-30: 2 holders, $11.8M aggregate, 08534717581 shares
- 2024-12-31: 3 holders, $1.20B aggregate, 0122146658314121181 shares
- 2025-03-31: 4 holders, $1.33B aggregate, 01181810281025219094236 shares
- 2025-06-30: 5 holders, $1.30B aggregate, 010647629772691847120841795 shares
- 2025-09-30: 5 holders, $1.37B aggregate, 010585145760541432682222054 shares
- 2025-12-31: 6 holders, $1.26B aggregate, 0901464174905136781107319351485 shares
- 2026-03-31: 5 holders, $1.08B aggregate, 069673837130515247133861487 shares
- 2026-06-30: 5 holders, $136.8M aggregate, 07593737112527789131861501 shares

## Recent congressional trades (12)

- 2025-10-31: Lisa McClain (Republican-MI) sale $1,001 - $15,000
- 2025-10-30: Lisa McClain (Republican-MI) sale $1,001 - $15,000
- 2025-10-30: Lisa McClain (Republican-MI) purchase $1,001 - $15,000
- 2025-09-25: Lisa McClain (Republican-MI) sale $1,001 - $15,000
- 2025-09-11: Lisa McClain (Republican-MI) purchase $1,001 - $15,000
- 2025-07-22: Lisa McClain (Republican-MI) sale $1,001 - $15,000
- 2025-06-17: Lisa McClain (Republican-MI) purchase $1,001 - $15,000
- 2025-06-11: Lisa McClain (Republican-MI) purchase $1,001 - $15,000
- 2025-06-10: Lisa McClain (Republican-MI) sale $1,001 - $15,000
- 2025-06-09: Lisa McClain (Republican-MI) purchase $1,001 - $15,000
- 2025-03-24: George Whitesides (D-CA) sale $100,001 - $250,000
- 2025-03-24: George  Whitesides (Democrat-CA) sale $100,001 - $250,000

## Recent insider transactions (0)


## Citation

When citing, use: "Novartis AG (NVS) institutional ownership data via Superinvestor (https://superinvestorclub.com/stock/NVS), aggregating SEC 13F, Form 4, and congressional disclosures."