Manning & Napier Group's NVS Position Overview
Manning & Napier Group (via Manning & Napier Advisors LLC) currently holds 88,478 shares of Novartis AG (NVS) worth $11.35 M, representing 0.14% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Manning & Napier Group has maintained a long-term strategic position in NVS, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2016, adding 2.01 M shares. Largest reduction occurred in Q2 2019, reducing 1.14 M shares.
Analysis based on 13F filings available since 2013 Q2
Manning & Napier Group's Novartis (NVS) Holding Value Over Time
Track share changes against reported price movement
Quarterly Novartis (NVS) Trades by Manning & Napier Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +408,690 | Add 0.00% | 408,689 | $63.36 |
| Q3 2013 | +4,853 | Add 1.19% | 413,542 | $68.73 |
| Q4 2013 | -11,863 | Reduce 2.87% | 401,679 | $72.02 |
| Q1 2014 | -50,910 | Reduce 12.67% | 350,769 | $76.18 |
| Q2 2014 | +20,529 | Add 5.85% | 371,298 | $81.12 |
| Q3 2014 | +13,589 | Add 3.66% | 384,887 | $84.34 |
| Q4 2014 | +15,393 | Add 4.00% | 400,280 | $83.02 |
| Q1 2015 | +3,483 | Add 0.87% | 403,763 | $88.36 |
| Q2 2015 | +1.03 M | Add 255.53% | 1.44 M | $88.12 |
| Q3 2015 | +1.67 M | Add 116.13% | 3.1 M | $82.37 |
| Q4 2015 | +811,701 | Add 26.16% | 3.91 M | $77.10 |
| Q1 2016 | +146,125 | Add 3.73% | 4.06 M | $64.91 |
| Q2 2016 | -82,267 | Reduce 2.03% | 3.98 M | $73.93 |
| Q3 2016 | +209,192 | Add 5.26% | 4.19 M | $70.75 |
| Q4 2016 | +2.01 M | Add 48.02% | 6.2 M | $65.27 |
| Q1 2017 | -615,906 | Reduce 9.94% | 5.58 M | $66.55 |
| Q2 2017 | -261,588 | Reduce 4.69% | 5.32 M | $74.79 |
| Q3 2017 | -418,572 | Reduce 7.87% | 4.9 M | $76.93 |
| Q4 2017 | +4.38 M | Add 0.00% | 4.38 M | $75.23 |
| Q1 2018 | -184,423 | Reduce 4.21% | 4.19 M | $72.45 |
| Q2 2018 | -82,169 | Reduce 1.96% | 4.11 M | $67.69 |
| Q3 2018 | -218,771 | Reduce 5.32% | 3.89 M | $77.20 |
| Q4 2018 | -79,009 | Reduce 2.03% | 3.81 M | $76.89 |
| Q1 2019 | -169,350 | Reduce 4.44% | 3.64 M | $86.15 |
| Q2 2019 | -1.14 M | Reduce 31.39% | 2.5 M | $91.31 |
| Q3 2019 | -85,376 | Reduce 3.42% | 2.41 M | $86.90 |
| Q4 2019 | -253,817 | Reduce 10.52% | 2.16 M | $94.69 |
| Q1 2020 | +58,901 | Add 2.73% | 2.22 M | $82.45 |
| Q2 2020 | -90,509 | Reduce 4.08% | 2.13 M | $87.34 |
| Q3 2020 | +62,239 | Add 2.92% | 2.19 M | $86.96 |
| Q4 2020 | -52,060 | Reduce 2.38% | 2.14 M | $94.43 |
| Q1 2021 | -407,958 | Reduce 19.08% | 1.73 M | $85.48 |
| Q2 2021 | +153,982 | Add 8.90% | 1.88 M | $91.24 |
| Q3 2021 | +25,665 | Add 1.36% | 1.91 M | $81.78 |
| Q4 2021 | +18,232 | Add 0.95% | 1.93 M | $87.47 |
| Q1 2022 | -92,246 | Reduce 4.78% | 1.84 M | $87.75 |
| Q2 2022 | -33,047 | Reduce 1.80% | 1.8 M | $84.53 |
| Q3 2022 | -12,243 | Reduce 0.68% | 1.79 M | $76.01 |
| Q4 2022 | -32,591 | Reduce 1.82% | 1.76 M | $90.72 |
| Q1 2023 | +1,531 | Add 0.09% | 1.76 M | $92.00 |
| Q2 2023 | -673,799 | Reduce 38.29% | 1.09 M | $100.91 |
| Q3 2023 | -16,638 | Reduce 1.53% | 1.07 M | $101.86 |
| Q4 2023 | -12,025 | Reduce 1.12% | 1.06 M | $100.97 |
| Q1 2024 | -14,742 | Reduce 1.39% | 1.04 M | $96.73 |
| Q2 2024 | +141,315 | Add 0.00% | 141,314 | $106.46 |
| Q3 2024 | +449 | Add 0.32% | 141,763 | $115.02 |
| Q4 2024 | -4,865 | Reduce 3.43% | 136,898 | $97.31 |
| Q1 2025 | -3,590 | Reduce 2.62% | 133,308 | $111.48 |
| Q2 2025 | -37,393 | Reduce 28.05% | 95,915 | $121.01 |
| Q3 2025 | -7,437 | Reduce 7.75% | 88,478 | $128.24 |
Manning & Napier Group's Novartis Investment FAQs
Manning & Napier Group first purchased Novartis AG (NVS) in Q2 2013, acquiring 408,689 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Manning & Napier Group has held Novartis AG (NVS) for 50 quarters since Q2 2013.
Manning & Napier Group's largest addition to Novartis AG (NVS) was in Q4 2017, adding 4,375,743 shares worth $329.2 M.
According to the latest 13F filing for Q3 2025, Manning & Napier Group's firm, Manning & Napier Advisors LLC, owns 88,478 shares of Novartis AG (NVS), valued at approximately $11.35 M.
As of the Q3 2025 filing, Novartis AG (NVS) represents approximately 0.14% of Manning & Napier Group's publicly disclosed stock portfolio, making it one of their key holdings.
Manning & Napier Group's peak holding in Novartis AG (NVS) was 6,198,273 shares, as reported at the end of Q4 2016.