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 |
|---|---|---|---|---|---|
|
Glass Wealth Management CO LLC
San Antonio, TX |
Oct 22, 2025 Q3 2025 |
12,615
shares
|
$1.66 Million
0.72% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
12,601
shares
|
$1.66 Million
0.32% of portfolio
|
Q4 2024
Added 17.95%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
12,550
shares
|
$1.65 Million
0.01% of portfolio
|
Q2 2025
Added 10.49%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
12,512
shares
|
$1.65 Million
0.06% of portfolio
|
Q3 2025
Added 144.28%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
12,476
shares
|
$1.64 Million
0.03% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
Oct 21, 2025 Q3 2025 |
12,434
shares
|
$1.64 Million
0.47% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
12,419
shares
|
$1.63 Million
0.01% of portfolio
|
Q2 2022
Reduced 2.71%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Nov 10, 2025 Q3 2025 |
12,349
shares
|
$1.62 Million
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
12,334
shares
|
$1.62 Million
0.09% of portfolio
|
Q3 2025
Added 4.91%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
12,288
shares
|
$1.62 Million
0.05% of portfolio
|
Q2 2025
Added 43.4%
|
|
|
Kentucky Trust CO
Danville, KY |
Oct 14, 2025 Q3 2025 |
12,237
shares
|
$1.61 Million
0.85% of portfolio
|
Q4 2024
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
12,234
shares
|
$1.61 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
12,232
shares
|
$1.61 Million
0.01% of portfolio
|
Q3 2025
Added 2.33%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
12,219
shares
|
$1.61 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
12,199
shares
|
$1.6 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.0%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
12,121
shares
|
$1.59 Million
0.03% of portfolio
|
Q3 2025
Added 13.25%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
12,107
shares
|
$1.59 Million
0.02% of portfolio
|
Q3 2025
Added 5.4%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
12,103
shares
|
$1.59 Million
0.08% of portfolio
|
Q4 2025
Added 14.0%
|
|
|
Delphi Management Inc /Ma/
Boston, MA |
Oct 15, 2025 Q3 2025 |
12,064
shares
|
$1.59 Million
1.44% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
12,021
shares
|
$1.58 Million
0.26% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Jan 14, 2026 Q4 2025 |
12,000
shares
|
$1.58 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Kinetics Asset Management LLC
|
Nov 14, 2025 Q3 2025 |
11,797
shares
|
$1.55 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.86%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Oct 27, 2025 Q3 2025 |
11,749
shares
|
$1.55 Million
0.76% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
11,698
shares
|
$1.54 Million
0.04% of portfolio
|
Q3 2025
Added 16.91%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Oct 29, 2025 Q3 2025 |
11,630
shares
|
$1.53 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|