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 |
|---|---|---|---|---|---|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
26,888
shares
|
$3.54 Million
0.23% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
26,779
shares
|
$3.52 Million
0.02% of portfolio
|
Q1 2025
Reduced 10.31%
|
|
|
Telos Capital Management, Inc.
|
Nov 04, 2025 Q3 2025 |
26,672
shares
|
$3.51 Million
0.34% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Sih Partners, Lllp
Wilmington, DE |
Nov 14, 2025 Q3 2025 |
26,579
shares
|
$3.5 Million
0.1% of portfolio
|
Q2 2025
Reduced 6.09%
|
|
|
Archford Capital Strategies, LLC
|
Oct 17, 2025 Q3 2025 |
26,353
shares
|
$3.47 Million
0.45% of portfolio
|
Q3 2025
New holding
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Apr 14, 2025 Q1 2025 |
26,347
shares
|
$3.47 Million
0.43% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
26,315
shares
|
$3.46 Million
0.08% of portfolio
|
Q3 2025
Added 9.87%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
26,300
shares
|
$3.46 Million
0.27% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
26,284
shares
|
$3.46 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
26,255
shares
|
$3.45 Million
0.02% of portfolio
|
Q2 2023
Reduced 28.92%
|
|
|
Spectrum Asset Management, Inc.
|
Oct 23, 2025 Q3 2025 |
26,168
shares
|
$3.44 Million
1.26% of portfolio
|
Q3 2025
Added 6.14%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
26,119
shares
|
$3.44 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Oct 31, 2025 Q3 2025 |
25,989
shares
|
$3.42 Million
0.01% of portfolio
|
Q3 2025
Added 50.16%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
25,946
shares
|
$3.41 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
25,899
shares
|
$3.41 Million
0.07% of portfolio
|
Q3 2025
Reduced 22.08%
|
|
|
Yousif Capital Management, LLC
|
Oct 14, 2025 Q3 2025 |
25,809
shares
|
$3.4 Million
0.04% of portfolio
|
Q3 2025
Reduced 10.86%
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
25,647
shares
|
$3.37 Million
1.06% of portfolio
|
Q2 2025
Reduced 5.08%
|
|
|
Albert D Mason Inc
|
Oct 15, 2025 Q3 2025 |
25,499
shares
|
$3.35 Million
2.55% of portfolio
|
Q3 2025
Added 4.66%
|
|
|
Susquehanna International Securities, Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
25,400
shares
|
$3.34 Million
0.75% of portfolio
|
Q3 2024
New holding
|
|
|
Hall Laurie J Trustee
|
Oct 14, 2025 Q3 2025 |
25,332
shares
|
$3.33 Million
1.09% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
25,112
shares
|
$3.3 Million
0.15% of portfolio
|
Q2 2022
Added 9.02%
|
|
|
Arjuna Capital
|
Nov 04, 2025 Q3 2025 |
24,851
shares
|
$3.27 Million
0.82% of portfolio
|
Q3 2025
Added 108.97%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
24,836
shares
|
$3.27 Million
0.17% of portfolio
|
Q2 2024
Reduced 6.28%
|
|
|
Td Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
24,815
shares
|
$3.26 Million
0.0% of portfolio
|
Q3 2025
Added 19.88%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
24,607
shares
|
$3.24 Million
0.05% of portfolio
|
Q2 2025
Added 0.36%
|
|