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 |
|---|---|---|---|---|---|
|
Northeast Investment Management
|
Nov 07, 2025 Q3 2025 |
30,970
shares
|
$4.07 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2025 Q3 2025 |
30,830
shares
|
$4.06 Million
0.17% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 03, 2025 Q3 2025 |
30,533
shares
|
$4.02 Million
0.04% of portfolio
|
Q3 2025
Added 4.6%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2025 Q3 2025 |
30,286
shares
|
$3.98 Million
0.04% of portfolio
|
Q3 2025
Reduced 51.43%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
29,788
shares
|
$3.92 Million
0.02% of portfolio
|
Q3 2025
Added 32.58%
|
|
|
Northside Capital Management, LLC
|
Oct 07, 2025 Q3 2025 |
29,543
shares
|
$3.89 Million
0.36% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Fort Washington Investment Advisors Inc
|
Oct 17, 2025 Q3 2025 |
29,528
shares
|
$3.88 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
29,292
shares
|
$3.85 Million
0.17% of portfolio
|
Q3 2025
Reduced 5.7%
|
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Oct 20, 2025 Q3 2025 |
29,264
shares
|
$3.85 Million
2.36% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
29,246
shares
|
$3.85 Million
0.19% of portfolio
|
Q3 2025
Added 58.88%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
29,113
shares
|
$3.83 Million
0.07% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
28,874
shares
|
$3.8 Million
0.03% of portfolio
|
Q3 2025
Reduced 22.46%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Oct 31, 2025 Q3 2025 |
28,840
shares
|
$3.79 Million
0.42% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
28,689
shares
|
$3.77 Million
0.27% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
28,533
shares
|
$3.75 Million
0.01% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Capital Insight Partners, LLC
|
Oct 14, 2025 Q3 2025 |
28,348
shares
|
$3.73 Million
0.62% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
28,317
shares
|
$3.73 Million
0.29% of portfolio
|
Q3 2025
Added 9.9%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
28,316
shares
|
$3.72 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Nov 04, 2025 Q3 2025 |
28,209
shares
|
$3.71 Million
0.24% of portfolio
|
Q3 2025
Reduced 18.87%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
28,090
shares
|
$3.7 Million
0.09% of portfolio
|
Q3 2025
Added 20.58%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
28,082
shares
|
$3.69 Million
0.54% of portfolio
|
Q3 2025
Added 12.74%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2025 Q3 2025 |
27,952
shares
|
$3.68 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Diamond Hill Capital Management Inc
Columbus, OH |
Nov 05, 2025 Q3 2025 |
27,827
shares
|
$3.66 Million
0.02% of portfolio
|
Q3 2025
Reduced 18.82%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
27,573
shares
|
$3.63 Million
0.19% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
Nov 13, 2025 Q3 2025 |
27,005
shares
|
$3.55 Million
2.08% of portfolio
|
Q3 2025
Reduced 4.93%
|
|