Institutional Ownership Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS). We have compiled data on the 1,600 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 |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
1,045,191
shares
|
$137 Million
0.06% of portfolio
|
Q3 2025
Added 84.99%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
1,042,426
shares
|
$137 Million
1.15% of portfolio
|
Q1 2024
Reduced 1.39%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
900,018
shares
|
$118 Million
0.17% of portfolio
|
Q3 2025
Added 4.53%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
863,633
shares
|
$114 Million
0.15% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
840,026
shares
|
$111 Million
0.49% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
832,614
shares
|
$110 Million
0.15% of portfolio
|
Q3 2025
Added 4.28%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2025 Q3 2025 |
700,858
shares
|
$92.2 Million
0.59% of portfolio
|
Q3 2025
Reduced 15.66%
|
|
|
Harding Loevner LP
Bridgewater, NJ |
Nov 14, 2025 Q3 2025 |
629,958
shares
|
$82.9 Million
0.61% of portfolio
|
Q3 2025
Added 100.93%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Nov 07, 2025 Q3 2025 |
606,780
shares
|
$79.8 Million
3.69% of portfolio
|
Q3 2025
Added 77.98%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
584,653
shares
|
$76.9 Million
0.02% of portfolio
|
Q3 2025
Reduced 7.36%
|
|
|
Bristol John W & CO Inc
|
Nov 13, 2025 Q3 2025 |
581,723
shares
|
$76.5 Million
1.27% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
561,064
shares
|
$73.8 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.64%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
551,927
shares
|
$72.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.26%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
551,535
shares
|
$72.6 Million
0.02% of portfolio
|
Q3 2025
Added 19.87%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
537,543
shares
|
$70.7 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
520,091
shares
|
$68.4 Million
0.07% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
518,181
shares
|
$68.2 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
503,454
shares
|
$66.2 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
495,791
shares
|
$65.2 Million
0.11% of portfolio
|
Q3 2025
Added 6.05%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
486,464
shares
|
$64 Million
0.95% of portfolio
|
Q3 2025
Added 4.41%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
Nov 12, 2025 Q3 2025 |
485,330
shares
|
$63.8 Million
1.17% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
458,540
shares
|
$60.3 Million
0.09% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
455,003
shares
|
$59.9 Million
0.05% of portfolio
|
Q3 2025
Added 8.58%
|
|
|
Van Eck Associates Corp
|
Nov 13, 2025 Q3 2025 |
444,658
shares
|
$58.5 Million
0.05% of portfolio
|
Q3 2025
Added 11.31%
|
|
|
Todd Asset Management LLC
|
Nov 07, 2025 Q3 2025 |
439,879
shares
|
$57.9 Million
1.19% of portfolio
|
Q3 2025
Added 5.77%
|
|