SEC 13F Intelligence

Novartis AG

CUSIP H5820Q150

Novartis AG has 2 institutional holders in Filings Flow’s 13F database, together reporting 45.3K shares worth $7M as of Q1 2026. The largest reported holders are Boston Common Asset Management, LLC, Partners Capital Investment Group, LLP, and Generali Investments Cee, Investicni Spolecnost, A.s..

Institutional Holders
2
Q1 2026
Reported Value
$7M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 2Q4 ’18Q1 ’19: 2Q2 ’19: 4Q2 ’19Q3 ’19: 2Q2 ’21: 4Q2 ’21Q4 ’21: 2Q4 ’22: 2Q4 ’22Q4 ’25: 2Q1 ’26: 2Q1 ’26Q2 ’26: 1filingsflow.com
Total reported value
Q4 ’18: $910,000Q4 ’18Q1 ’19: $891,000Q2 ’19: $28MQ2 ’19Q3 ’19: $849,000Q2 ’21: $392MQ2 ’21Q4 ’21: $3MQ4 ’22: $42MQ4 ’22Q4 ’25: $7MQ1 ’26: $7MQ1 ’26Q2 ’26: $2Mfilingsflow.com

Holders

Mixed quarters
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Manager% of PortfolioValueSharesQuarter
Boston Common Asset Management, LLC$1.7B AUM0.45%$16M129.0KQ3 2025OLDER
PARTNERS CAPITAL INVESTMENT GROUP, LLP$2.7B AUM0.16%$4M28.2KQ1 2026OLDER
Generali Investments CEE, investicni spolecnost, a.s.$2.1B AUM0.12%$2M15.7KQ2 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.