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 |
|---|---|---|---|---|---|
|
Timber Creek Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
34,627
shares
|
$4.56 Million
1.14% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
34,571
shares
|
$4.55 Million
0.06% of portfolio
|
Q3 2025
Added 18.89%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
34,496
shares
|
$4.54 Million
0.11% of portfolio
|
Q3 2025
Added 15.66%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
34,439
shares
|
$4.53 Million
0.62% of portfolio
|
Q3 2025
New holding
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
34,313
shares
|
$4.51 Million
0.81% of portfolio
|
Q3 2025
Added 31.69%
|
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Nov 05, 2025 Q3 2025 |
34,293
shares
|
$4.51 Million
0.43% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Baldwin Brothers LLC
|
Oct 14, 2025 Q3 2025 |
33,850
shares
|
$4.45 Million
0.3% of portfolio
|
Q3 2025
Reduced 10.08%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
33,709
shares
|
$4.43 Million
0.11% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
33,604
shares
|
$4.42 Million
1.66% of portfolio
|
Q3 2022
Added 1.57%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Nov 19, 2025 Q3 2025 |
33,570
shares
|
$4.42 Million
0.11% of portfolio
|
Q3 2025
Added 131.52%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Oct 09, 2025 Q3 2025 |
33,285
shares
|
$4.38 Million
0.01% of portfolio
|
Q3 2025
Reduced 23.0%
|
|
|
Tri Ri Asset Management Corp
Toronto, A6 |
Nov 21, 2024 Q3 2024 |
33,202
shares
|
$4.37 Million
2.1% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Trust Axiom LLC
|
Nov 14, 2025 Q3 2025 |
33,159
shares
|
$4.36 Million
1.18% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
33,060
shares
|
$4.35 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
32,796
shares
|
$4.31 Million
0.3% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 07, 2025 Q3 2025 |
32,566
shares
|
$4.28 Million
0.45% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
32,559
shares
|
$4.28 Million
0.01% of portfolio
|
Q3 2025
Added 31.08%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 13, 2025 Q3 2025 |
32,412
shares
|
$4.26 Million
1.51% of portfolio
|
Q3 2025
Added 29.22%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
31,895
shares
|
$4.2 Million
0.13% of portfolio
|
Q3 2023
Added 21.08%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
31,852
shares
|
$4.19 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
31,728
shares
|
$4.17 Million
0.01% of portfolio
|
Q3 2025
Reduced 90.51%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
31,654
shares
|
$4.16 Million
0.11% of portfolio
|
Q3 2025
Added 23.51%
|
|
|
Greenup Street Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
31,232
shares
|
$4.11 Million
0.62% of portfolio
|
Q3 2025
Reduced 25.65%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
31,145
shares
|
$4.1 Million
0.04% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
30,974
shares
|
$4.07 Million
0.71% of portfolio
|
Q3 2025
Added 2.8%
|
|