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 |
|---|---|---|---|---|---|
|
Guyasuta Investment Advisors Inc
|
Oct 21, 2025 Q3 2025 |
10,767
shares
|
$1.42 Million
0.09% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
Ar Asset Management Inc
|
Nov 12, 2025 Q3 2025 |
10,750
shares
|
$1.41 Million
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Drexel Morgan & Co.
Radnor, PA |
Nov 12, 2025 Q3 2025 |
10,720
shares
|
$1.41 Million
0.22% of portfolio
|
Q2 2025
Added 10.29%
|
|
|
Integrated Quantitative Investments LLC
Bellevue, WA |
Nov 12, 2025 Q3 2025 |
10,627
shares
|
$1.4 Million
0.39% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
10,580
shares
|
$1.39 Million
0.3% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
10,563
shares
|
$1.39 Million
0.28% of portfolio
|
Q3 2025
Reduced 8.36%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 10, 2025 Q3 2025 |
10,559
shares
|
$1.39 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
10,550
shares
|
$1.39 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
10,513
shares
|
$1.38 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Nov 14, 2025 Q3 2025 |
10,455
shares
|
$1.38 Million
0.03% of portfolio
|
Q3 2025
Reduced 11.37%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
10,452
shares
|
$1.37 Million
0.03% of portfolio
|
Q4 2025
Added 2.41%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
10,370
shares
|
$1.36 Million
0.14% of portfolio
|
Q4 2025
Added 1.15%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
10,358
shares
|
$1.36 Million
0.05% of portfolio
|
Q3 2025
Added 221.58%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2025 Q3 2025 |
10,354
shares
|
$1.36 Million
0.02% of portfolio
|
Q3 2025
Reduced 6.8%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
10,296
shares
|
$1.35 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
10,282
shares
|
$1.35 Million
0.02% of portfolio
|
Q3 2025
Added 12.64%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 16, 2025 Q3 2025 |
10,188
shares
|
$1.34 Million
0.25% of portfolio
|
Q3 2025
Added 7.43%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 13, 2026 Q4 2025 |
10,120
shares
|
$1.33 Million
0.01% of portfolio
|
Q4 2025
Reduced 1.11%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
10,113
shares
|
$1.33 Million
0.03% of portfolio
|
Q2 2025
Reduced 58.48%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
10,067
shares
|
$1.32 Million
0.06% of portfolio
|
Q3 2025
Added 7.92%
|
|
|
Ellevest, Inc.
|
Nov 14, 2025 Q3 2025 |
10,032
shares
|
$1.32 Million
0.19% of portfolio
|
Q3 2025
Reduced 4.86%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
9,982
shares
|
$1.31 Million
0.03% of portfolio
|
Q3 2025
Added 65.68%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
9,972
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2025
Reduced 98.81%
|
|
|
Smart Money Group LLC
|
Nov 12, 2025 Q3 2025 |
9,963
shares
|
$1.31 Million
1.04% of portfolio
|
Q3 2025
Added 4.2%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
9,956
shares
|
$1.31 Million
0.01% of portfolio
|
Q3 2025
Added 0.98%
|
|