SEC 13F Intelligence

Jones Financial Companies Lllp / NVS

Jones Financial Companies Lllp’s Novartis AG Position

Does Jones Financial Companies Lllp own Novartis AG (NVS)? Yes — 1.82M shares worth $270M (+0.13% of its 13F portfolio) as of Q1 2026, up from 196.3K shares the prior filed quarter.

Position Value
$270M
Q1 2026
Shares
1.82M
% of Portfolio
+0.13%
Quarters Held
30
currently held

Position History NVS

Reported value by quarter
Q4 ’18: $9MQ4 ’18Q1 ’19: $11MQ2 ’19: $11MQ3 ’19: $10MQ4 ’19: $11MQ4 ’19Q1 ’20: $11MQ2 ’20: $11MQ3 ’20: $12MQ4 ’20: $13MQ4 ’20Q1 ’21: $12MQ2 ’21: $13MQ3 ’21: $12MQ4 ’21: $12MQ4 ’21Q1 ’22: $8MQ2 ’22: $6MQ3 ’22: $4MQ4 ’22: $5MQ4 ’22Q1 ’23: $4MQ2 ’23: $5MQ3 ’23: $4MQ4 ’23: $4MQ4 ’23Q1 ’24: $4MQ2 ’24: $7MQ3 ’24: $12MQ4 ’24: $13MQ4 ’24Q1 ’25: $17MQ2 ’25: $21MQ3 ’25: $23MQ4 ’25: $27MQ4 ’25Q1 ’26: $270Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.82M$270M+0.13%
Q4 2025196.3K$27M+0.02%
Q3 2025185.6K$23M+0.02%
Q2 2025173.1K$21M+0.02%
Q1 2025155.4K$17M+0.02%
Q4 2024136.8K$13M+0.01%
Q3 2024101.1K$12M+0.01%
Q2 202468.4K$7M+0.01%
Q1 202443.6K$4M+0.01%
Q4 202341.4K$4M+0.01%
Q3 202340.8K$4M+0.01%
Q2 202345.6K$5M+0.01%
Q1 202347.9K$4M+0.01%
Q4 202253.9K$5M+0.01%
Q3 202258.3K$4M+0.01%
Q2 202269.4K$6M+0.01%
Q1 202296.8K$8M+0.01%
Q4 2021142.7K$12M+0.02%
Q3 2021143.5K$12M+0.02%
Q2 2021145.7K$13M+0.02%
Q1 2021140.6K$12M+0.02%
Q4 2020139.0K$13M+0.02%
Q3 2020134.7K$12M+0.02%
Q2 2020129.3K$11M+0.02%
Q1 2020129.6K$11M+0.03%
Q4 2019120.7K$11M+0.02%
Q3 2019119.9K$10M+0.02%
Q2 2019118.2K$11M+0.02%
Q1 2019110.9K$11M+0.02%
Q4 2018109.0K$9M+0.02%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Jones Financial Companies Lllp’s full portfolio or all institutional holders of NVS.