# Novartis (NVS): value investors who own it | moatshark

4 value investors held Novartis in their Q3 2026 13F, led by Tweedy, Browne, Kahn Brothers, Dodge & Cox, Horizon Kinetics.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Tweedy, Browne | 0.8% | $11.1m | Trimmed -0.3% | 44 |
| Kahn Brothers | 0.3% | $2.1m | Trimmed -1.5% | 53 |
| Dodge & Cox | 0.1% | $119m | Trimmed -89% | 53 |
| Horizon Kinetics | 0.0% | $1.7m | Trimmed -3.7% | 30 |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Tweedy, Browne International Value Fund | Tweedy, Browne | 3.2% | $135m | 2026-06-30 |
| Dodge & Cox International Stock Fund | Dodge & Cox | 2.1% | $1.4bn | 2026-06-30 |
| Tweedy, Browne International Value Fund II | Tweedy, Browne | 1.8% | $2.9m | 2026-06-30 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/nvs). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.