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 |
|---|---|---|---|---|---|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
24,463
shares
|
$3.22 Million
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Fca Corp
Houston, TX |
Nov 14, 2025 Q3 2025 |
24,432
shares
|
$3.21 Million
0.91% of portfolio
|
Q3 2025
Added 3.75%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Oct 28, 2025 Q3 2025 |
24,240
shares
|
$3.19 Million
1.4% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
24,217
shares
|
$3.19 Million
0.04% of portfolio
|
Q3 2025
Added 7.65%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
23,927
shares
|
$3.15 Million
0.19% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Oct 21, 2025 Q3 2025 |
23,733
shares
|
$3.12 Million
1.72% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
23,493
shares
|
$3.09 Million
0.55% of portfolio
|
Q1 2024
Reduced 0.84%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
23,339
shares
|
$3.07 Million
0.1% of portfolio
|
Q3 2025
Added 13.08%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
23,218
shares
|
$3.05 Million
0.39% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
23,015
shares
|
$3.03 Million
0.44% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
22,964
shares
|
$3.02 Million
0.1% of portfolio
|
Q3 2025
Added 197.11%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Nov 14, 2025 Q3 2025 |
22,854
shares
|
$3.01 Million
1.5% of portfolio
|
Q3 2025
Reduced 5.66%
|
|
|
Tealwood Asset Management Inc
|
Oct 17, 2025 Q3 2025 |
22,805
shares
|
$3 Million
1.18% of portfolio
|
Q3 2025
Reduced 3.29%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
22,756
shares
|
$2.99 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
22,606
shares
|
$2.97 Million
0.26% of portfolio
|
Q2 2023
Added 9.13%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Oct 09, 2025 Q3 2025 |
22,421
shares
|
$2.95 Million
1.25% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
22,238
shares
|
$2.93 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.78%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
22,143
shares
|
$2.91 Million
0.02% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
22,131
shares
|
$2.91 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 14, 2025 Q3 2025 |
21,528
shares
|
$2.83 Million
0.34% of portfolio
|
Q3 2025
Reduced 49.05%
|
|
|
West Oak Capital, LLC
|
Oct 03, 2025 Q3 2025 |
21,418
shares
|
$2.82 Million
1.09% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
21,316
shares
|
$2.8 Million
0.04% of portfolio
|
Q3 2025
Reduced 19.8%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Oct 09, 2025 Q3 2025 |
21,205
shares
|
$2.79 Million
1.68% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
20,997
shares
|
$2.76 Million
0.43% of portfolio
|
Q1 2025
Reduced 47.16%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
20,864
shares
|
$2.74 Million
0.2% of portfolio
|
Q3 2025
Added 20.16%
|
|