NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,284 filers reported holding NOVARTIS A G in Q2 2024. The put-call ratio across all filers is 1.04 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $260,827 | +2.7% | 2,450 | -6.7% | 0.03% | +10.7% |
| Q1 2024 | $253,916 | +2.6% | 2,625 | +7.1% | 0.03% | -20.0% |
| Q4 2023 | $247,377 | -0.9% | 2,450 | 0.0% | 0.04% | -7.9% |
| Q3 2023 | $249,557 | +0.9% | 2,450 | 0.0% | 0.04% | +5.6% |
| Q2 2023 | $247,230 | +9.7% | 2,450 | 0.0% | 0.04% | +5.9% |
| Q1 2023 | $225,400 | +1.4% | 2,450 | 0.0% | 0.03% | -2.9% |
| Q4 2022 | $222,264 | +7.4% | 2,450 | 0.0% | 0.04% | +2.9% |
| Q2 2022 | $207,000 | -3.7% | 2,450 | 0.0% | 0.03% | +13.3% |
| Q1 2022 | $215,000 | +0.5% | 2,450 | 0.0% | 0.03% | +11.1% |
| Q4 2021 | $214,000 | +7.0% | 2,450 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $200,000 | -10.7% | 2,450 | 0.0% | 0.03% | -10.0% |
| Q2 2021 | $224,000 | +3.7% | 2,450 | -3.2% | 0.03% | -6.2% |
| Q1 2021 | $216,000 | -17.2% | 2,530 | -8.3% | 0.03% | -17.9% |
| Q4 2020 | $261,000 | +7.0% | 2,760 | -1.8% | 0.04% | -7.1% |
| Q3 2020 | $244,000 | -0.4% | 2,810 | 0.0% | 0.04% | -14.3% |
| Q2 2020 | $245,000 | +5.6% | 2,810 | 0.0% | 0.05% | 0.0% |
| Q1 2020 | $232,000 | -12.8% | 2,810 | 0.0% | 0.05% | -3.9% |
| Q4 2019 | $266,000 | +9.0% | 2,810 | 0.0% | 0.05% | +2.0% |
| Q3 2019 | $244,000 | -5.1% | 2,810 | 0.0% | 0.05% | -5.7% |
| Q2 2019 | $257,000 | -4.8% | 2,810 | 0.0% | 0.05% | -8.6% |
| Q1 2019 | $270,000 | +18.9% | 2,810 | +6.0% | 0.06% | -4.9% |
| Q4 2018 | $227,000 | -0.4% | 2,650 | 0.0% | 0.06% | +29.8% |
| Q3 2018 | $228,000 | +14.0% | 2,650 | 0.0% | 0.05% | 0.0% |
| Q2 2018 | $200,000 | -6.5% | 2,650 | 0.0% | 0.05% | -7.8% |
| Q1 2018 | $214,000 | -3.6% | 2,650 | 0.0% | 0.05% | -1.9% |
| Q4 2017 | $222,000 | +1.4% | 2,650 | +3.9% | 0.05% | -5.5% |
| Q3 2017 | $219,000 | +2.8% | 2,550 | 0.0% | 0.06% | -1.8% |
| Q2 2017 | $213,000 | +6.0% | 2,550 | 0.0% | 0.06% | -1.8% |
| Q3 2016 | $201,000 | -6.1% | 2,550 | -1.5% | 0.06% | -8.1% |
| Q2 2016 | $214,000 | -4.0% | 2,590 | 0.0% | 0.06% | -7.5% |
| Q4 2015 | $223,000 | -15.8% | 2,590 | -10.1% | 0.07% | -25.6% |
| Q3 2015 | $265,000 | -6.4% | 2,880 | 0.0% | 0.09% | +16.9% |
| Q2 2015 | $283,000 | -0.4% | 2,880 | 0.0% | 0.08% | -1.3% |
| Q1 2015 | $284,000 | +6.4% | 2,880 | 0.0% | 0.08% | +11.4% |
| Q4 2014 | $267,000 | -1.5% | 2,880 | 0.0% | 0.07% | -5.4% |
| Q3 2014 | $271,000 | +3.8% | 2,880 | 0.0% | 0.07% | +5.7% |
| Q2 2014 | $261,000 | +6.5% | 2,880 | 0.0% | 0.07% | +1.4% |
| Q1 2014 | $245,000 | -25.3% | 2,880 | -29.4% | 0.07% | -23.3% |
| Q4 2013 | $328,000 | +4.8% | 4,080 | 0.0% | 0.09% | -11.8% |
| Q3 2013 | $313,000 | +16.4% | 4,080 | +7.4% | 0.10% | +12.1% |
| Q2 2013 | $269,000 | -0.7% | 3,799 | 0.0% | 0.09% | -1.1% |
| Q1 2013 | $271,000 | – | 3,799 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MANAGED ASSET PORTFOLIOS, LLC | 294,841 | $25,621,000 | 5.62% |
| Mawer Investment Management Ltd. | 5,990,387 | $520,565,000 | 4.76% |
| SCHARF INVESTMENTS, LLC | 1,177,939 | $102,363,000 | 4.18% |
| PRENTISS SMITH & CO INC | 69,603 | $6,048,000 | 4.05% |
| EXENCIAL WEALTH ADVISORS, LLC | 188,442 | $16,376,000 | 3.52% |
| GARLAND CAPITAL MANAGEMENT INC | 54,405 | $4,728,000 | 3.38% |
| First Fiduciary Investment Counsel, Inc. | 182,729 | $15,879,000 | 3.36% |
| PROFESSIONAL ADVISORY SERVICES INC | 198,174 | $17,221,000 | 3.27% |
| PUZO MICHAEL J | 99,973 | $8,689,000 | 3.27% |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 369,442 | $32,105,000 | 3.26% |