§ PHARMACEUTICALS
SWISS EXCHANGE · USD · PharmaceuticalsNVS
Novartis AG
SWISS EXCHANGE · USDSector · PharmaceuticalsBeta · 1.36
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 141.46HIGH 141.57LOW 139.9552W 97.05 — 132.68
EVENTSJUN 30 · EARNINGS +4.2%
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
681 increased/new, 596 decreased/exited (13F)
AC 13F Analysis
ANALYST
16 buy, 14 hold, 4 sell
Finnhub
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 20.4 | P/B | 5.46 |
| EPS (TTM) | 6.62 | Dividend | 3.72% |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Fisher Asset Management, LLC | 13.9M | 0.7% | +86% |
| Morgan Stanley | 8.5M | 0.1% | −42% |
| Dimensional Fund Advisors | 8.1M | 0.3% | −5% |
| PRIMECAP MANAGEMENT CO/CA/ | 7.6M | 0.9% | −0% |
| Dodge & Cox | 7.0M | 0.6% | −23% |
| Goldman Sachs | 6.5M | 0.1% | n/a |
◇ AC INTELLIGENCE
Top institutional owners for NVS as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER92.7% · 0 holders
QUALITY / COMPOUNDER2.4% · 30 holders
OTHER2.3% · 1,420 holders
DEALER / BANK1.7% · 96 holders
DEEP VALUE0.3% · 4 holders
PASSIVE / INDEX0.2% · 7 holders
SYSTEMATIC / QUANT0.2% · 16 holders
INCOME / DEFENSIVE0.1% · 17 holders
TACTICAL / MACRO0.1% · 3 holders
ACTIVIST0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for NVS in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention NVS yet.