Vault-13

NOVARTIS AG NVSEF

COM · Common Stock · CUSIP H5820Q150

Swiss-American multinational pharmaceutical corporation

2 institutional holders +0 vs Q1 2026
40,06440.1k shares reported held*
$6.3mreported value*
0 new 0 added 2 reduced 0 sold out net sold ≈ $815.6k (-5.2k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $156.63.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0246Q3 22: 3Q4 22: 2Q1 23: 3Q2 23: 5Q3 23: 4Q4 23: 6Q1 24: 3Q2 24: 3Q3 24: 2Q4 24: 2Q1 25: 4Q2 25: 4Q3 25: 4Q4 25: 2Q1 26: 2Q2 26: 22Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 20223
Q4 20222
Q1 20233
Q2 20235
Q3 20234
Q4 20236
Q1 20243
Q2 20243
Q3 20242
Q4 20242
Q1 20254
Q2 20254
Q3 20254
Q4 20252
Q1 20262
Q2 20262

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
404Q3 24: 1 bought or addedQ3 24: 2 cut or sold outQ4 24: 0 bought or addedQ4 24: 2 cut or sold outQ4 24Q1 25: 2 bought or addedQ1 25: 2 cut or sold outQ2 25: 1 bought or addedQ2 25: 4 cut or sold outQ2 25Q3 25: 1 bought or addedQ3 25: 3 cut or sold outQ4 25: 0 bought or addedQ4 25: 3 cut or sold outQ4 25Q1 26: 0 bought or addedQ1 26: 2 cut or sold outQ2 26: 0 bought or addedQ2 26: 2 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202412
Q4 202402
Q1 202522
Q2 202514
Q3 202513
Q4 202503
Q1 202602
Q2 202602

Biggest buyers

None

Biggest sellers

PARTNERS CAPITAL INVESTMENT GROUP, LLP Reduced -3,879-3.9k
Generali Investments CEE, investicni spolecnost, a.s. Reduced -1,328-1.3k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
BlackRock, Inc. 13G · institution filed 2026-10-27 7.1% 145.2m 2026-10-27

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 PARTNERS CAPITAL INVESTMENT GROUP, LLP 0.13% of their portfolio BOSTON, MA 24,33524.3k $3.8m $3.8m 0.13% Reduced -3.9k -3,879
2 Generali Investments CEE, investicni spolecnost, a.s. 0.12% of their portfolio PRAGUE, 2N 15,72915.7k $2.5m $2.5m 0.12% Reduced -1.3k -1,328