ClearBridge Investments - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,126 filers reported holding NOVARTIS A G in Q1 2021. The put-call ratio across all filers is 0.47 and the average weighting 0.3%.

Quarter-by-quarter ownership
ClearBridge Investments ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$368,456
+22.8%
3,617
+21.7%
0.00%
Q2 2023$299,933
+9.5%
2,972
-0.2%
0.00%
Q1 2023$273,848
+1.0%
2,977
-0.4%
0.00%
Q4 2022$271,036
+23.2%
2,988
+3.4%
0.00%
Q3 2022$220,000
-67.6%
2,890
-64.0%
0.00%
-100.0%
Q2 2022$679,000
-7.1%
8,033
-3.5%
0.00%0.0%
Q1 2022$731,000
-78.7%
8,325
-78.8%
0.00%
-50.0%
Q4 2021$3,439,000
+3.1%
39,315
-3.6%
0.00%0.0%
Q3 2021$3,336,000
+3.7%
40,791
+15.7%
0.00%0.0%
Q2 2021$3,217,000
+0.0%
35,263
-6.3%
0.00%0.0%
Q1 2021$3,216,000
-97.8%
37,619
-97.6%
0.00%
-98.3%
Q4 2020$148,929,000
+9.1%
1,577,132
+0.5%
0.12%
-1.7%
Q3 2020$136,461,000
-17.1%
1,569,239
-16.7%
0.12%
-21.5%
Q2 2020$164,546,000
+6.2%
1,883,975
+0.2%
0.15%
-11.3%
Q1 2020$154,987,000
-6.1%
1,879,774
+8.2%
0.17%
+22.6%
Q4 2019$164,997,000
+21.2%
1,737,727
+11.0%
0.14%
+15.1%
Q3 2019$136,098,000
-0.3%
1,566,150
+4.8%
0.12%
+0.8%
Q2 2019$136,491,000
+13.1%
1,494,806
+19.1%
0.12%
+10.3%
Q1 2019$120,697,000
+70.6%
1,255,428
+52.3%
0.11%
+48.6%
Q4 2018$70,755,000
+5.0%
824,552
+5.4%
0.07%
+24.1%
Q3 2018$67,410,000
+25.6%
782,377
+10.1%
0.06%
+31.8%
Q2 2018$53,665,000
-6.0%
710,424
+0.6%
0.04%
-18.5%
Q1 2018$57,083,000
-12.3%
706,039
-8.9%
0.05%
-10.0%
Q4 2017$65,054,000
-2.6%
774,818
-0.4%
0.06%
-6.2%
Q3 2017$66,784,000
+2.1%
777,911
-0.7%
0.06%0.0%
Q2 2017$65,392,000
+12.0%
783,414
-0.3%
0.06%
+8.5%
Q1 2017$58,386,000
-57.4%
786,127
-58.2%
0.06%
-60.9%
Q4 2016$137,046,000
-10.8%
1,881,465
-3.3%
0.15%
-12.7%
Q3 2016$153,591,000
-6.0%
1,945,176
-1.8%
0.17%
-10.4%
Q2 2016$163,448,000
+21.3%
1,980,948
+6.5%
0.19%
+19.9%
Q1 2016$134,738,000
-25.1%
1,859,993
-11.0%
0.16%
-22.6%
Q4 2015$179,883,000
-17.9%
2,090,691
-12.3%
0.21%
-20.6%
Q3 2015$219,064,000
-7.1%
2,383,207
-0.6%
0.26%
+5.2%
Q2 2015$235,730,000
-2.8%
2,397,096
-2.5%
0.25%
-1.2%
Q1 2015$242,422,000
+3.4%
2,458,391
-2.8%
0.25%
+2.0%
Q4 2014$234,380,000
-8.5%
2,529,464
-7.1%
0.25%
-12.4%
Q3 2014$256,285,000
+0.8%
2,722,667
-3.0%
0.28%
-1.4%
Q2 2014$254,197,000
-4.2%
2,807,874
-10.0%
0.29%
-9.2%
Q1 2014$265,342,000
+4.8%
3,120,937
-1.0%
0.32%
-0.3%
Q4 2013$253,296,000
+1.5%
3,151,235
-3.1%
0.32%
-9.2%
Q3 2013$249,432,000
+9.8%
3,251,627
+1.2%
0.35%
+0.3%
Q2 2013$227,236,0003,213,6220.35%
Other shareholders
NOVARTIS A G shareholders Q1 2021
NameSharesValueWeighting ↓
Martin Investment Management, LLC 229,184$23,344,6827.00%
Foresight Global Investors, Inc. 97,500$9,397,7375.23%
SCHARF INVESTMENTS, LLC 1,425,745$145,226,3224.34%
MANAGED ASSET PORTFOLIOS, LLC 274,204$27,930,3694.28%
GARLAND CAPITAL MANAGEMENT INC 54,710$5,572,7613.93%
PRENTISS SMITH & CO INC 52,032$5,299,9803.91%
WILKINS INVESTMENT COUNSEL INC 130,950$13,3393.61%
First Fiduciary Investment Counsel, Inc. 145,731$14,8443.48%
Cullen Capital Management, LLC 2,714,809$276,530,4643.23%
JOHN G ULLMAN & ASSOCIATES INC 182,690$18,608,8033.04%
View complete list of NOVARTIS A G shareholders