Institutional Ownership Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS). We have compiled data on the 1,610 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
18,589
shares
|
$2.45 Million
0.03% of portfolio
|
Q3 2025
Added 79.79%
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
18,440
shares
|
$2.43 Million
0.01% of portfolio
|
Q3 2025
Added 52.27%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
18,312
shares
|
$2.41 Million
0.04% of portfolio
|
Q3 2025
Reduced 12.61%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
18,309
shares
|
$2.41 Million
0.04% of portfolio
|
Q3 2025
Added 5.66%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Nov 10, 2025 Q3 2025 |
18,207
shares
|
$2.4 Million
1.02% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
18,044
shares
|
$2.37 Million
0.09% of portfolio
|
Q3 2025
Added 13.54%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
17,914
shares
|
$2.36 Million
0.02% of portfolio
|
Q3 2025
Added 5.2%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
17,911
shares
|
$2.36 Million
0.16% of portfolio
|
Q4 2022
Reduced 1.18%
|
|
|
Independent Investors Inc
|
Oct 30, 2025 Q3 2025 |
17,900
shares
|
$2.35 Million
0.45% of portfolio
|
Q3 2017
New holding
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
17,876
shares
|
$2.35 Million
0.12% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Oct 10, 2025 Q3 2025 |
17,770
shares
|
$2.34 Million
0.61% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
17,749
shares
|
$2.33 Million
0.46% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
17,671
shares
|
$2.32 Million
0.03% of portfolio
|
Q3 2025
Added 34.83%
|
|
|
Triasima Portfolio Management Inc.
|
Oct 29, 2025 Q3 2025 |
17,555
shares
|
$2.31 Million
0.4% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Benedict Financial Advisors Inc
|
Nov 03, 2025 Q3 2025 |
17,519
shares
|
$2.3 Million
0.49% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
17,337
shares
|
$2.28 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
Btc Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
17,279
shares
|
$2.27 Million
0.15% of portfolio
|
Q3 2025
Added 9.7%
|
|
|
Nichols & Pratt Advisers LLP
|
Nov 04, 2025 Q3 2025 |
17,237
shares
|
$2.27 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 14, 2025 Q3 2025 |
17,227
shares
|
$2.27 Million
0.28% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Ipswich Investment Management Co., Inc.
|
Oct 08, 2025 Q3 2025 |
17,212
shares
|
$2.26 Million
0.54% of portfolio
|
Q3 2025
Reduced 5.05%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
17,188
shares
|
$2.26 Million
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
17,136
shares
|
$2.25 Million
0.81% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
16,957
shares
|
$2.23 Million
0.05% of portfolio
|
Q3 2025
Added 1.1%
|
|