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 |
|---|---|---|---|---|---|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
16,939
shares
|
$2.23 Million
0.01% of portfolio
|
Q3 2025
Added 26.82%
|
|
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
Nov 14, 2025 Q3 2025 |
16,911
shares
|
$2.22 Million
1.0% of portfolio
|
Q2 2025
Reduced 98.78%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
16,880
shares
|
$2.22 Million
0.31% of portfolio
|
Q3 2025
Added 8.09%
|
|
|
Marshall Financial Group LLC
|
Jan 08, 2026 Q4 2025 |
16,859
shares
|
$2.22 Million
0.48% of portfolio
|
Q4 2025
Added 2.96%
|
|
|
Abundance Wealth Counselors
|
Oct 22, 2025 Q3 2025 |
16,854
shares
|
$2.22 Million
0.41% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Patten Group, Inc.
|
Nov 10, 2025 Q3 2025 |
16,813
shares
|
$2.21 Million
0.44% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
16,813
shares
|
$2.21 Million
0.01% of portfolio
|
Q3 2025
Added 221.29%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
16,777
shares
|
$2.21 Million
0.12% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
16,685
shares
|
$2.19 Million
0.14% of portfolio
|
Q1 2025
Added 47.41%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
16,555
shares
|
$2.18 Million
0.07% of portfolio
|
Q4 2025
Reduced 16.67%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 14, 2025 Q3 2025 |
16,516
shares
|
$2.17 Million
0.45% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
16,503
shares
|
$2.17 Million
0.14% of portfolio
|
Q3 2025
Reduced 11.31%
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
16,459
shares
|
$2.17 Million
0.2% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
16,384
shares
|
$2.16 Million
0.25% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Salem Capital Management Inc
|
Nov 29, 2022 Q3 2022 |
16,377
shares
|
$2.15 Million
0.99% of portfolio
|
Q3 2022
Reduced 1.21%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
16,338
shares
|
$2.15 Million
0.48% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Iam Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
16,201
shares
|
$2.13 Million
0.5% of portfolio
|
Q4 2025
Added 0.41%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Oct 31, 2025 Q3 2025 |
16,098
shares
|
$2.12 Million
0.74% of portfolio
|
Q3 2025
Added 12.38%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
15,976
shares
|
$2.1 Million
0.0% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
15,719
shares
|
$2.07 Million
1.57% of portfolio
|
Q4 2024
New holding
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
15,639
shares
|
$2.06 Million
0.12% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 21, 2025 Q3 2025 |
15,637
shares
|
$2.06 Million
0.24% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
15,626
shares
|
$2.06 Million
0.06% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
15,605
shares
|
$2.05 Million
0.13% of portfolio
|
Q3 2023
Added 2.27%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
15,384
shares
|
$2.02 Million
0.04% of portfolio
|
Q3 2024
Added 6.68%
|
|