WELLINGTON MANAGEMENT GROUP LLP - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,197 filers reported holding NOVARTIS A G in Q3 2023. The put-call ratio across all filers is 1.00 and the average weighting 0.2%.

Quarter-by-quarter ownership
WELLINGTON MANAGEMENT GROUP LLP ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$477,918,563
-0.3%
4,691,916
-1.3%
0.10%
+5.5%
Q2 2023$479,519,476
+7.4%
4,751,952
-2.1%
0.09%
+2.2%
Q1 2023$446,612,620
+1.4%
4,854,485
+0.0%
0.09%
+1.1%
Q4 2022$440,391,804
+13.9%
4,854,407
-4.6%
0.09%
+7.3%
Q3 2022$386,707,000
-0.7%
5,087,602
+10.5%
0.08%
+5.1%
Q2 2022$389,305,000
+7.4%
4,605,522
+11.5%
0.08%
+25.8%
Q1 2022$362,577,000
+1.2%
4,131,935
+0.9%
0.06%
+8.8%
Q4 2021$358,317,000
+4.0%
4,096,452
-2.8%
0.06%
-3.4%
Q3 2021$344,696,000
+8.9%
4,214,932
+21.5%
0.06%
+11.3%
Q2 2021$316,583,000
-4.2%
3,469,775
-10.3%
0.05%
-8.6%
Q1 2021$330,541,000
+2.3%
3,866,881
+13.0%
0.06%
-3.3%
Q4 2020$323,238,000
+28.5%
3,423,040
+18.3%
0.06%
+15.4%
Q3 2020$251,548,000
-22.0%
2,892,678
-21.7%
0.05%
-27.8%
Q2 2020$322,698,000
+27.1%
3,694,742
+20.0%
0.07%
+7.5%
Q1 2020$253,809,000
-4.3%
3,078,357
+10.0%
0.07%
+19.6%
Q4 2019$265,082,000
+9.3%
2,799,467
+0.3%
0.06%
+1.8%
Q3 2019$242,458,000
+3.1%
2,790,079
+8.4%
0.06%
+5.8%
Q2 2019$235,087,000
-2.0%
2,574,602
+3.1%
0.05%
-3.7%
Q1 2019$239,972,000
+2.8%
2,496,062
-8.3%
0.05%
-6.9%
Q4 2018$233,532,000
+105.2%
2,721,506
+106.1%
0.06%
+141.7%
Q3 2018$113,790,000
+79.8%
1,320,679
+57.7%
0.02%
+71.4%
Q2 2018$63,277,000
-10.4%
837,659
-4.1%
0.01%
-12.5%
Q1 2018$70,650,000
+76.6%
873,845
+83.4%
0.02%
+77.8%
Q4 2017$40,012,000
-5.7%
476,561
-3.6%
0.01%
-10.0%
Q3 2017$42,430,000
+3.1%
494,227
+0.2%
0.01%0.0%
Q2 2017$41,158,000
-14.9%
493,083
-24.3%
0.01%
-16.7%
Q1 2017$48,391,000
+15.8%
651,553
+13.5%
0.01%
+20.0%
Q4 2016$41,797,000
+130.7%
573,821
+150.0%
0.01%
+100.0%
Q3 2016$18,121,000
+0.1%
229,501
+4.6%
0.01%0.0%
Q2 2016$18,097,000
+73.1%
219,330
+52.0%
0.01%
+66.7%
Q1 2016$10,455,000
+8.3%
144,330
+28.7%
0.00%0.0%
Q4 2015$9,652,000
+18.3%
112,180
+26.4%
0.00%
+50.0%
Q3 2015$8,161,000
-6.2%
88,780
+0.3%
0.00%0.0%
Q2 2015$8,701,000
-2.6%
88,480
-2.3%
0.00%0.0%
Q1 2015$8,934,000
-29.9%
90,600
-33.1%
0.00%
-50.0%
Q3 2014$12,745,000
+252.0%
135,393
+238.5%
0.00%
+300.0%
Q2 2014$3,621,000
-63.9%
40,000
-69.4%
0.00%
-66.7%
Q3 2013$10,039,000
+8.3%
130,872
-0.2%
0.00%0.0%
Q2 2013$9,272,000131,1300.00%
Other shareholders
NOVARTIS A G shareholders Q3 2023
NameSharesValueWeighting ↓
MANAGED ASSET PORTFOLIOS, LLC 335,936$29,213,0005.81%
Martin Investment Management, LLC 170,759$14,849,0005.36%
Mawer Investment Management Ltd. 8,515,391$740,498,0004.84%
SCHARF INVESTMENTS, LLC 1,212,354$105,426,0004.54%
Hansberger Growth Investors, LP 45,645$3,969,0004.50%
GARLAND CAPITAL MANAGEMENT INC 50,905$4,427,0003.95%
First Fiduciary Investment Counsel, Inc. 193,021$16,785,0003.49%
PROFESSIONAL ADVISORY SERVICES INC 224,087$19,487,0003.48%
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 362,047$31,484,0003.29%
WILKINS INVESTMENT COUNSEL INC 126,470$10,998,0003.28%
View complete list of NOVARTIS A G shareholders