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 |
|---|---|---|---|---|---|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
13,568
shares
|
$1.78 Million
0.09% of portfolio
|
Q3 2025
Added 4.72%
|
|
|
Denali Advisors LLC
|
Nov 07, 2025 Q3 2025 |
13,559
shares
|
$1.78 Million
0.21% of portfolio
|
Q3 2025
Reduced 37.84%
|
|
|
Sepio Capital, LP
|
Nov 13, 2025 Q3 2025 |
13,551
shares
|
$1.78 Million
0.16% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Ativo Capital Management LLC
Chicago, IL |
Nov 04, 2025 Q3 2025 |
13,445
shares
|
$1.77 Million
1.63% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
13,340
shares
|
$1.75 Million
0.72% of portfolio
|
Q4 2022
Added 0.79%
|
|
|
Aimz Investment Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
13,328
shares
|
$1.75 Million
0.54% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Somerville Kurt F
|
Nov 07, 2025 Q3 2025 |
13,323
shares
|
$1.75 Million
0.29% of portfolio
|
Q3 2025
Reduced 6.98%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Nov 14, 2025 Q3 2025 |
13,280
shares
|
$1.75 Million
0.22% of portfolio
|
Q3 2025
Reduced 18.93%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
13,262
shares
|
$1.74 Million
0.03% of portfolio
|
Q2 2025
Reduced 75.4%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Nov 04, 2025 Q3 2025 |
13,214
shares
|
$1.74 Million
2.63% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Nov 07, 2025 Q3 2025 |
13,197
shares
|
$1.74 Million
0.38% of portfolio
|
Q3 2025
Added 606.48%
|
|
|
Strategic Global Advisors, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
13,182
shares
|
$1.73 Million
0.27% of portfolio
|
Q3 2025
Reduced 7.48%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 10, 2025 Q3 2025 |
13,143
shares
|
$1.73 Million
0.48% of portfolio
|
Q3 2025
Reduced 2.7%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
13,125
shares
|
$1.73 Million
0.06% of portfolio
|
Q3 2025
Reduced 7.05%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2025 Q3 2025 |
13,092
shares
|
$1.72 Million
0.04% of portfolio
|
Q3 2025
Reduced 47.39%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
13,071
shares
|
$1.72 Million
0.17% of portfolio
|
Q1 2025
Reduced 9.39%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
13,016
shares
|
$1.71 Million
0.02% of portfolio
|
Q2 2024
Reduced 15.0%
|
|
|
Park National Corp
|
Jan 05, 2026 Q4 2025 |
12,980
shares
|
$1.71 Million
0.06% of portfolio
|
Q4 2025
Reduced 3.87%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
12,956
shares
|
$1.7 Million
0.03% of portfolio
|
Q3 2022
Reduced 18.26%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 10, 2025 Q3 2025 |
12,920
shares
|
$1.7 Million
0.38% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Boit C F David
Boston, MA |
Oct 28, 2025 Q3 2025 |
12,800
shares
|
$1.68 Million
0.75% of portfolio
|
Q2 2024
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
12,726
shares
|
$1.67 Million
0.12% of portfolio
|
Q3 2025
Reduced 25.0%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
12,677
shares
|
$1.67 Million
0.04% of portfolio
|
Q2 2025
Reduced 15.14%
|
|
|
Arnhold LLC
|
Nov 07, 2025 Q3 2025 |
12,636
shares
|
$1.66 Million
0.15% of portfolio
|
Q1 2023
Reduced 19.19%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
12,635
shares
|
$1.66 Million
0.1% of portfolio
|
Q3 2025
Reduced 2.32%
|
|