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 |
|---|---|---|---|---|---|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
8,521
shares
|
$1.12 Million
0.04% of portfolio
|
Q3 2025
Added 20.01%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
8,514
shares
|
$1.12 Million
0.15% of portfolio
|
Q4 2025
Added 10.77%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 13, 2025 Q3 2025 |
8,446
shares
|
$1.11 Million
0.15% of portfolio
|
Q3 2025
Added 5.22%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
8,421
shares
|
$1.11 Million
0.05% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
8,417
shares
|
$1.11 Million
0.41% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Nov 04, 2025 Q3 2025 |
8,370
shares
|
$1.1 Million
0.32% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
8,363
shares
|
$1.1 Million
0.97% of portfolio
|
Q3 2025
Reduced 6.09%
|
|
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
Nov 14, 2025 Q3 2025 |
8,222
shares
|
$1.08 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
8,171
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2022
Reduced 0.61%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
8,157
shares
|
$1.07 Million
0.14% of portfolio
|
Q3 2025
Reduced 11.4%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
8,141
shares
|
$1.07 Million
0.18% of portfolio
|
Q3 2025
Reduced 4.92%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
8,122
shares
|
$1.07 Million
0.07% of portfolio
|
Q4 2023
Reduced 17.2%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
8,079
shares
|
$1.06 Million
0.06% of portfolio
|
Q3 2025
Added 4.3%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Oct 28, 2025 Q3 2025 |
8,063
shares
|
$1.06 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Keystone Financial Services
|
Nov 13, 2025 Q3 2025 |
8,051
shares
|
$1.06 Million
0.34% of portfolio
|
Q3 2025
Added 6.37%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
8,033
shares
|
$1.06 Million
0.38% of portfolio
|
Q3 2025
Added 39.9%
|
|
|
Sage Rhino Capital LLC
|
Oct 31, 2025 Q3 2025 |
8,019
shares
|
$1.05 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Rd Lewis Holdings, Inc.
Maitland, FL |
Nov 13, 2025 Q3 2025 |
7,991
shares
|
$1.05 Million
0.99% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
7,972
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2025
Reduced 13.54%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
7,931
shares
|
$1.04 Million
0.02% of portfolio
|
Q3 2025
Added 60.9%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
7,929
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2025
Added 138.32%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
7,927
shares
|
$1.04 Million
0.04% of portfolio
|
Q3 2025
Added 2.3%
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
Nov 05, 2025 Q3 2025 |
7,923
shares
|
$1.04 Million
0.48% of portfolio
|
Q3 2025
Reduced 28.7%
|
|
|
Five Oceans Advisors
|
Oct 22, 2025 Q3 2025 |
7,908
shares
|
$1.04 Million
0.46% of portfolio
|
Q2 2025
Added 7.69%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
7,884
shares
|
$1.04 Million
0.16% of portfolio
|
Q3 2025
Reduced 1.85%
|
|