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 |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
15,290
shares
|
$2.01 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.36%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
15,191
shares
|
$2 Million
0.11% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
15,061
shares
|
$1.98 Million
0.32% of portfolio
|
Q3 2025
New holding
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
15,037
shares
|
$1.98 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 19, 2025 Q3 2025 |
14,986
shares
|
$1.97 Million
1.37% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
14,966
shares
|
$1.97 Million
0.02% of portfolio
|
Q3 2025
Reduced 19.99%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 23, 2025 Q3 2025 |
14,711
shares
|
$1.94 Million
0.24% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Gradient Investments LLC
|
Jan 08, 2026 Q4 2025 |
14,661
shares
|
$1.93 Million
0.04% of portfolio
|
Q4 2025
Added 42.74%
|
|
|
Highland Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
14,562
shares
|
$1.92 Million
0.1% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
14,527
shares
|
$1.91 Million
0.05% of portfolio
|
Q3 2025
Reduced 65.4%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
14,398
shares
|
$1.89 Million
0.04% of portfolio
|
Q3 2025
Added 16.99%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
14,349
shares
|
$1.89 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
14,328
shares
|
$1.88 Million
0.11% of portfolio
|
Q3 2025
Added 23.12%
|
|
|
Advisors Management Group Inc
|
Jan 14, 2026 Q4 2025 |
14,318
shares
|
$1.88 Million
0.36% of portfolio
|
Q4 2025
Reduced 11.36%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
14,264
shares
|
$1.88 Million
0.03% of portfolio
|
Q3 2025
Added 23.99%
|
|
|
Wellington Capital Management, Inc.
Bethesda, MD |
Aug 15, 2025 Q2 2025 |
14,141
shares
|
$1.86 Million
2.56% of portfolio
|
Q2 2025
New holding
|
|
|
Marco Investment Management LLC
|
Nov 04, 2025 Q3 2025 |
14,120
shares
|
$1.86 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Oct 09, 2025 Q3 2025 |
14,118
shares
|
$1.86 Million
0.18% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
14,010
shares
|
$1.84 Million
0.02% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Stonebridge Capital Management Inc
Los Angeles, CA |
Jul 01, 2025 Q2 2025 |
13,975
shares
|
$1.84 Million
0.66% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
Northstar Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
13,925
shares
|
$1.83 Million
0.4% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
13,899
shares
|
$1.83 Million
0.12% of portfolio
|
Q3 2023
Reduced 4.35%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 17, 2025 Q3 2025 |
13,842
shares
|
$1.82 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Parsons Capital Management Inc
|
Jan 13, 2026 Q4 2025 |
13,767
shares
|
$1.81 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
13,696
shares
|
$1.8 Million
0.02% of portfolio
|
Q3 2025
Added 2.87%
|
|