Institutional Ownership Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS). We have compiled data on the 1,603 institutions that hold shares in the stock, with a total of 137 Million shares, which have been reported (via 13F filing form) to have a value of $18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
42,036
shares
|
$5.53 Million
0.03% of portfolio
|
Q3 2025
Added 24.8%
|
|
|
Perennial Advisors, LLC
New York, NY |
Oct 14, 2025 Q3 2025 |
41,937
shares
|
$5.52 Million
0.94% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
41,795
shares
|
$5.5 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
41,400
shares
|
$5.45 Million
0.03% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
40,980
shares
|
$5.39 Million
0.08% of portfolio
|
Q3 2025
Added 53.84%
|
|
|
Hamel Associates, Inc.
|
Nov 12, 2025 Q3 2025 |
40,585
shares
|
$5.34 Million
1.6% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Carret Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
40,260
shares
|
$5.3 Million
0.52% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
40,042
shares
|
$5.27 Million
0.19% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
Arlington Partners LLC
|
Oct 28, 2025 Q3 2025 |
39,628
shares
|
$5.21 Million
1.96% of portfolio
|
Q3 2025
Added 1.86%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
39,369
shares
|
$5.18 Million
0.01% of portfolio
|
Q3 2025
Reduced 44.71%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Nov 14, 2025 Q3 2025 |
38,865
shares
|
$5.11 Million
1.57% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
38,425
shares
|
$5.05 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
37,868
shares
|
$4.98 Million
0.02% of portfolio
|
Q3 2025
Added 95.28%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
37,474
shares
|
$4.93 Million
0.05% of portfolio
|
Q3 2025
Added 13.02%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 06, 2025 Q3 2025 |
37,164
shares
|
$4.89 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.59%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
37,070
shares
|
$4.88 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Sphera Funds Management Ltd.
Tel Aviv, L3 |
Nov 14, 2025 Q3 2025 |
37,000
shares
|
$4.87 Million
1.24% of portfolio
|
Q2 2025
Reduced 26.0%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
36,844
shares
|
$4.85 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.03%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
36,718
shares
|
$4.83 Million
1.78% of portfolio
|
Q4 2023
Reduced 53.24%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
35,883
shares
|
$4.72 Million
0.02% of portfolio
|
Q2 2025
Added 8.72%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Nov 07, 2025 Q3 2025 |
35,796
shares
|
$4.71 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
35,771
shares
|
$4.71 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Greenfield Seitz Capital Management, LLC
Dallas, TX |
Nov 24, 2025 Q3 2025 |
35,453
shares
|
$4.66 Million
1.47% of portfolio
|
Q3 2025
Reduced 18.25%
|
|
|
Dearborn Partners LLC
|
Nov 10, 2025 Q3 2025 |
35,160
shares
|
$4.63 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
34,672
shares
|
$4.56 Million
0.04% of portfolio
|
Q1 2025
Added 3.13%
|
|