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 |
|---|---|---|---|---|---|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
11,616
shares
|
$1.53 Million
0.16% of portfolio
|
Q2 2024
Reduced 1.19%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
11,593
shares
|
$1.53 Million
0.06% of portfolio
|
Q1 2025
Reduced 5.55%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
11,569
shares
|
$1.52 Million
0.19% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
11,539
shares
|
$1.52 Million
0.01% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Trust CO Of Oklahoma
|
Jan 14, 2026 Q4 2025 |
11,480
shares
|
$1.51 Million
0.44% of portfolio
|
Q4 2025
Reduced 2.86%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
11,480
shares
|
$1.51 Million
0.39% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
11,368
shares
|
$1.5 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Advisory Resource Group
|
Oct 22, 2025 Q3 2025 |
11,342
shares
|
$1.49 Million
0.34% of portfolio
|
Q3 2025
Added 4.81%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Nov 14, 2025 Q3 2025 |
11,325
shares
|
$1.49 Million
0.96% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
11,312
shares
|
$1.49 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
11,267
shares
|
$1.48 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
11,226
shares
|
$1.48 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
11,168
shares
|
$1.47 Million
0.04% of portfolio
|
Q3 2025
Added 116.56%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 29, 2025 Q3 2025 |
11,081
shares
|
$1.46 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.06%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2025 Q3 2025 |
11,078
shares
|
$1.46 Million
0.02% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
11,063
shares
|
$1.46 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
11,044
shares
|
$1.45 Million
0.05% of portfolio
|
Q3 2025
Reduced 11.83%
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
11,014
shares
|
$1.45 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Value Partners Investments Inc.
|
Jan 07, 2026 Q4 2025 |
11,010
shares
|
$1.45 Million
0.12% of portfolio
|
Q4 2025
Added 18.91%
|
|
|
First Affirmative Financial Network
|
Nov 20, 2025 Q3 2025 |
10,962
shares
|
$1.44 Million
0.69% of portfolio
|
Q3 2025
Added 7.85%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 06, 2025 Q3 2025 |
10,927
shares
|
$1.44 Million
0.51% of portfolio
|
Q3 2025
Added 6.56%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 07, 2025 Q3 2025 |
10,904
shares
|
$1.43 Million
0.01% of portfolio
|
Q3 2025
Reduced 22.7%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
10,848
shares
|
$1.43 Million
0.02% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
10,791
shares
|
$1.42 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Nov 13, 2025 Q3 2025 |
10,775
shares
|
$1.42 Million
0.55% of portfolio
|
Q3 2025
Added 6.2%
|
|