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 |
|---|---|---|---|---|---|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
20,855
shares
|
$2.74 Million
0.01% of portfolio
|
Q3 2025
Added 450.55%
|
|
|
Lowell Blake & Associates Inc.
Boston, MA |
Nov 13, 2023 Q3 2023 |
20,785
shares
|
$2.73 Million
0.15% of portfolio
|
Q3 2023
Reduced 2.9%
|
|
|
Old Port Advisors
|
Oct 06, 2025 Q3 2025 |
20,701
shares
|
$2.72 Million
0.67% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
20,653
shares
|
$2.72 Million
1.17% of portfolio
|
Q2 2022
Reduced 2.87%
|
|
|
Coastline Trust CO
|
Oct 21, 2025 Q3 2025 |
20,461
shares
|
$2.69 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
20,449
shares
|
$2.69 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
20,428
shares
|
$2.69 Million
0.07% of portfolio
|
Q4 2023
Reduced 0.02%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
20,131
shares
|
$2.65 Million
0.12% of portfolio
|
Q2 2022
Added 27.1%
|
|
|
Family Management Corp
New York, NY |
Nov 13, 2025 Q3 2025 |
20,104
shares
|
$2.64 Million
0.38% of portfolio
|
Q3 2025
Reduced 4.3%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
20,057
shares
|
$2.64 Million
0.05% of portfolio
|
Q3 2025
Reduced 8.36%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 29, 2025 Q3 2025 |
20,014
shares
|
$2.63 Million
0.06% of portfolio
|
Q3 2025
Added 9.49%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Nov 10, 2025 Q3 2025 |
20,000
shares
|
$2.63 Million
0.22% of portfolio
|
Q3 2025
Added 33.33%
|
|
|
Pinpoint Asset Management (Singapore) Pte. Ltd.
Singapore, |
Nov 13, 2025 Q3 2025 |
20,000
shares
|
$2.63 Million
0.46% of portfolio
|
Q2 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
19,866
shares
|
$2.61 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
19,776
shares
|
$2.6 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
19,381
shares
|
$2.55 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
19,364
shares
|
$2.55 Million
0.1% of portfolio
|
Q3 2025
Reduced 29.91%
|
|
|
Everett Harris & CO
|
Nov 03, 2025 Q3 2025 |
19,363
shares
|
$2.55 Million
0.03% of portfolio
|
Q2 2025
Reduced 6.97%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Nov 17, 2025 Q3 2025 |
19,319
shares
|
$2.54 Million
1.15% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
19,041
shares
|
$2.5 Million
0.01% of portfolio
|
Q3 2025
Added 11.51%
|
|
|
Moody Lynn & Lieberson, LLC
|
Oct 20, 2025 Q3 2025 |
19,041
shares
|
$2.5 Million
0.14% of portfolio
|
Q3 2025
Added 731.85%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
19,018
shares
|
$2.5 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
18,956
shares
|
$2.49 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
18,825
shares
|
$2.48 Million
0.46% of portfolio
|
Q3 2023
Reduced 16.05%
|
|
|
Cloverfields Capital Group, LP
Minneapolis, MN |
Nov 13, 2025 Q3 2025 |
18,612
shares
|
$2.45 Million
0.84% of portfolio
|
Q3 2025
Reduced 9.19%
|
|