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 |
|---|---|---|---|---|---|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jan 08, 2026 Q4 2025 |
9,950
shares
|
$1.31 Million
0.49% of portfolio
|
Q4 2025
Reduced 9.95%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
9,949
shares
|
$1.31 Million
0.03% of portfolio
|
Q3 2025
Added 7.37%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
9,878
shares
|
$1.3 Million
0.03% of portfolio
|
Q3 2025
Added 3.59%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 05, 2025 Q3 2025 |
9,854
shares
|
$1.3 Million
0.06% of portfolio
|
Q3 2025
Added 6.19%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
9,826
shares
|
$1.29 Million
0.45% of portfolio
|
Q1 2024
Added 20.27%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
9,820
shares
|
$1.29 Million
0.03% of portfolio
|
Q3 2025
Added 29.81%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Jan 14, 2026 Q4 2025 |
9,800
shares
|
$1.29 Million
0.26% of portfolio
|
Q4 2025
Added 14.96%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
9,764
shares
|
$1.28 Million
0.15% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Nov 14, 2025 Q3 2025 |
9,700
shares
|
$1.28 Million
0.0% of portfolio
|
Q2 2025
Reduced 90.14%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
9,682
shares
|
$1.27 Million
0.03% of portfolio
|
Q3 2025
Reduced 12.25%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
9,663
shares
|
$1.27 Million
0.09% of portfolio
|
Q3 2025
Reduced 4.83%
|
|
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
Oct 14, 2025 Q3 2025 |
9,656
shares
|
$1.27 Million
1.22% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
9,638
shares
|
$1.27 Million
0.02% of portfolio
|
Q3 2025
Added 42.13%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
9,618
shares
|
$1.27 Million
0.01% of portfolio
|
Q3 2025
Reduced 8.35%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 12, 2025 Q3 2025 |
9,599
shares
|
$1.26 Million
0.04% of portfolio
|
Q3 2025
Reduced 6.34%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
9,569
shares
|
$1.26 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2025 Q3 2025 |
9,547
shares
|
$1.26 Million
0.45% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jan 14, 2026 Q4 2025 |
9,509
shares
|
$1.25 Million
0.74% of portfolio
|
Q4 2025
Reduced 3.18%
|
|
|
Becker Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
9,477
shares
|
$1.25 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Welch Group, LLC
|
Oct 14, 2025 Q3 2025 |
9,466
shares
|
$1.25 Million
0.05% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
9,459
shares
|
$1.24 Million
0.09% of portfolio
|
Q3 2025
Added 4.3%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Nov 04, 2025 Q3 2025 |
9,451
shares
|
$1.24 Million
0.08% of portfolio
|
Q3 2025
Added 68.14%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 13, 2025 Q3 2025 |
9,440
shares
|
$1.24 Million
0.2% of portfolio
|
Q1 2025
Reduced 4.89%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
9,401
shares
|
$1.24 Million
0.06% of portfolio
|
Q3 2025
Reduced 16.59%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
9,394
shares
|
$1.24 Million
0.09% of portfolio
|
Q3 2025
Added 0.86%
|
|