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 |
|---|---|---|---|---|---|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
9,338
shares
|
$1.23 Million
0.03% of portfolio
|
Q3 2025
Reduced 31.49%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2025 Q3 2025 |
9,291
shares
|
$1.22 Million
0.1% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 10, 2025 Q3 2025 |
9,231
shares
|
$1.21 Million
0.42% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
9,181
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Nov 25, 2025 Q3 2025 |
9,120
shares
|
$1.2 Million
0.35% of portfolio
|
Q1 2025
Reduced 8.98%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
9,075
shares
|
$1.19 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.73%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
9,072
shares
|
$1.19 Million
0.03% of portfolio
|
Q4 2024
Added 12.77%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
9,064
shares
|
$1.19 Million
0.82% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
9,052
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
9,030
shares
|
$1.19 Million
0.01% of portfolio
|
Q3 2025
Added 23.89%
|
|
|
Cambridge Advisors Inc.
|
Oct 15, 2025 Q3 2025 |
8,975
shares
|
$1.18 Million
0.23% of portfolio
|
Q2 2025
Reduced 7.24%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
8,960
shares
|
$1.18 Million
0.55% of portfolio
|
Q1 2025
Added 8.46%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
8,918
shares
|
$1.17 Million
0.07% of portfolio
|
Q3 2025
Added 17.64%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Nov 12, 2025 Q3 2025 |
8,873
shares
|
$1.17 Million
0.52% of portfolio
|
Q1 2023
Reduced 1.88%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
8,841
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2025
Reduced 67.89%
|
|
|
Kensington Investment Counsel, LLC
|
Nov 20, 2025 Q3 2025 |
8,747
shares
|
$1.15 Million
0.46% of portfolio
|
Q3 2025
Reduced 3.88%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
8,725
shares
|
$1.15 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
8,713
shares
|
$1.15 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
8,710
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2025
Added 5.17%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
8,688
shares
|
$1.14 Million
0.04% of portfolio
|
Q3 2025
Added 2.87%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
8,679
shares
|
$1.14 Million
0.13% of portfolio
|
Q2 2023
Reduced 1.45%
|
|
|
Eastern Bank
|
Jan 14, 2026 Q4 2025 |
8,654
shares
|
$1.14 Million
0.02% of portfolio
|
Q4 2025
Added 0.91%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 14, 2026 Q4 2025 |
8,652
shares
|
$1.14 Million
0.07% of portfolio
|
Q3 2025
Reduced 10.17%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
8,620
shares
|
$1.13 Million
0.04% of portfolio
|
Q3 2025
Reduced 12.31%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2025 Q3 2025 |
8,580
shares
|
$1.13 Million
0.19% of portfolio
|
Q3 2025
Added 9.01%
|
|