Guru Ownership Trend
Guru Analysis for Novartis AG (NVS)
Novartis AG (NVS), a key player in the Healthcare sector, continues to attract institutional attention.
As of Q3 2025, a total of 13 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.47 B.
Top institutional holders include Ken Fisher and Renaissance Technologies.
Institutional sentiment is currently Bearish. This is evidenced by a $120.55 M net outflow during the quarter.
Recent activity highlights Paul Tudor Jones who opened a new position. Conversely, Diamond Hill Capital reduced exposure by 18.8%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.34% | Add 1.7% | 7,239,366 | $928.38 M | Q3 2025 | |
| 0.32% | Reduce -18.3% | 1,877,831 | $240.81 M | Q3 2025 | |
| 0.12% | Reduce -6.1% | 331,032 | $42.45 M | Q3 2025 | |
| 0.01% | Add 85.0% | 135,959 | $17.44 M | Q3 2025 | |
| 0.14% | Reduce -7.8% | 88,478 | $11.35 M | Q3 2025 | |
| 0.85% | Reduce -1.6% | 76,054 | $9.75 M | Q3 2025 | |
| 0.01% | New Buy | 35,000 | $4.49 M | Q3 2025 | |
| 0.02% | Reduce -18.8% | 27,827 | $3.57 M | Q3 2025 | |
| 1.57% | Reduce -2.8% | 11,723 | $1.62 M | Q4 2025 | |
| 0.02% | Reduce -2.9% | 11,797 | $1.51 M | Q3 2025 | |
| 0.01% | New Buy | 8,222 | $1.05 M | Q3 2025 | |
| 0.00% | Reduce -1.4% | 2,054 | $263,395 | Q3 2025 | |
| 0.00% | Add 10.8% | 1,956 | $250,837 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Novartis AG (NVS)
Major holders include Ken Fisher ($928.38 M), Renaissance Technologies ($240.81 M), Jeremy Grantham ($42.45 M). According to the latest reported data, 13 tracked investment managers collectively hold approximately 9.85 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $120.55 M, with 5 managers increasing positions and 10 managers reducing holdings.
During the most recent reporting period, 8 managers trimmed their positions, while 2 fully exited NVS. The total reported sell value was $149.25 M.
Yes, 2 managers opened new positions in NVS, and 3 increased their existing holdings. The total reported buy value was $28.7 M.