PARNASSUS INVESTMENTS, LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,139 filers reported holding NOVARTIS A G in Q4 2021. The put-call ratio across all filers is 0.26 and the average weighting 0.2%.

Quarter-by-quarter ownership
PARNASSUS INVESTMENTS, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q2 2022$104,997,000
-3.7%
1,242,1280.0%0.25%
+13.6%
Q1 2022$108,997,000
+0.3%
1,242,1280.0%0.22%
+6.2%
Q4 2021$108,649,000
+15.3%
1,242,128
+7.8%
0.21%
+4.5%
Q3 2021$94,212,000
+9.9%
1,152,019
+22.6%
0.20%
+6.4%
Q2 2021$85,747,000
+7.7%
939,794
+0.9%
0.19%
-3.1%
Q1 2021$79,608,000
+236.0%
931,309
+224.1%
0.19%
+94.9%
Q1 2020$23,690,000
-12.9%
287,3220.0%0.10%
+7.6%
Q4 2019$27,207,000
+9.0%
287,3220.0%0.09%
+2.2%
Q3 2019$24,968,000
-4.8%
287,3220.0%0.09%
-9.1%
Q2 2019$26,235,000
-15.1%
287,322
-10.6%
0.10%
-18.9%
Q1 2019$30,890,000
+12.0%
321,3010.0%0.12%
+1.7%
Q4 2018$27,571,000
-93.2%
321,301
-93.2%
0.12%
-92.3%
Q3 2018$408,278,000
+14.0%
4,738,600
-0.1%
1.56%
+9.3%
Q2 2018$358,188,000
-53.8%
4,741,699
-50.5%
1.43%
-54.4%
Q1 2018$774,532,000
-2.4%
9,579,868
+1.3%
3.13%
+0.4%
Q4 2017$793,865,000
-2.1%
9,455,274
+0.1%
3.12%
-6.3%
Q3 2017$811,095,000
+21.9%
9,447,817
+18.5%
3.32%
+18.5%
Q2 2017$665,310,000
+12.1%
7,970,649
-2.5%
2.80%
+1.2%
Q1 2017$593,720,000
+88.9%
8,173,974
+89.4%
2.77%
+78.5%
Q4 2016$314,330,000
-6.9%
4,315,342
+0.9%
1.55%
-15.8%
Q3 2016$337,791,000
+17.6%
4,278,005
+22.9%
1.84%
+5.4%
Q2 2016$287,291,000
+83.8%
3,481,896
+61.3%
1.75%
+74.2%
Q1 2016$156,338,000
-18.9%
2,158,172
-3.7%
1.00%
-22.4%
Q4 2015$192,752,000
-20.7%
2,240,255
-18.6%
1.29%
-27.7%
Q3 2015$243,113,000
-6.4%
2,751,731
+4.2%
1.79%
-3.6%
Q2 2015$259,650,000
-7.6%
2,640,330
-7.3%
1.86%
-7.8%
Q1 2015$280,927,000
+10.8%
2,848,871
+4.1%
2.01%
+5.1%
Q4 2014$253,576,000
-1.6%
2,736,630
-0.0%
1.92%
-13.1%
Q3 2014$257,604,000
+4.9%
2,736,688
+0.9%
2.20%
+2.4%
Q2 2014$245,618,000
+26.6%
2,713,110
+18.9%
2.15%
+14.8%
Q1 2014$193,989,000
+17.4%
2,281,683
+11.0%
1.87%
+11.1%
Q4 2013$165,284,000
+5.8%
2,056,280
+0.9%
1.69%
-5.9%
Q3 2013$156,265,000
+8.6%
2,037,090
+0.1%
1.79%
-4.9%
Q2 2013$143,895,0002,035,0001.88%
Other shareholders
NOVARTIS A G shareholders Q4 2021
NameSharesValueWeighting ↓
PRENTISS SMITH & CO INC 127,510$11,721,0006.50%
MANAGED ASSET PORTFOLIOS, LLC 127,716$11,740,0006.04%
EXENCIAL WEALTH ADVISORS, LLC 116,917$10,747,0005.25%
MCDANIEL TERRY & CO 181,095$16,646,0004.64%
Fayerweather Charles 18,180$1,671,0004.54%
Osher Van de Voorde Investment Management 78,138$7,182,0004.38%
BROWN BROTHERS HARRIMAN & CO 9,291,495$854,074,0004.35%
Boulegeris Investments, Inc. 61,322$5,637,0004.31%
DODGE & COX 45,723,035$4,202,861,0004.23%
WHV Investments, Inc. 1,603,476$152,945,0004.23%
View complete list of NOVARTIS A G shareholders