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 |
|---|---|---|---|---|---|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
7,883
shares
|
$1.04 Million
0.06% of portfolio
|
Q3 2025
Added 5.2%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 13, 2025 Q3 2025 |
7,879
shares
|
$1.04 Million
0.18% of portfolio
|
Q3 2025
Reduced 14.92%
|
|
|
Kennon Green & Company, LLC
Newport Beach, CA |
Oct 23, 2025 Q3 2025 |
7,846
shares
|
$1.03 Million
0.78% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
7,650
shares
|
$1.01 Million
0.05% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
7,645
shares
|
$1.01 Million
0.04% of portfolio
|
Q4 2024
Reduced 55.34%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
7,645
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2025
Added 3.0%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
7,600
shares
|
$999,780
0.04% of portfolio
|
Q3 2022
Reduced 6.17%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Nov 06, 2025 Q3 2025 |
7,563
shares
|
$994,912
0.07% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Covenant Partners, LLC
|
Oct 24, 2025 Q3 2025 |
7,542
shares
|
$992,150
0.28% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
7,533
shares
|
$990,966
0.04% of portfolio
|
Q3 2025
Added 6.67%
|
|
|
Page Arthur B
|
Apr 29, 2024 Q1 2024 |
7,505
shares
|
$987,282
0.76% of portfolio
|
Q1 2024
Reduced 56.73%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Nov 07, 2025 Q3 2025 |
7,505
shares
|
$987,282
0.28% of portfolio
|
Q3 2025
Added 19.62%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
7,464
shares
|
$981,889
0.18% of portfolio
|
Q2 2023
Added 1.61%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Oct 20, 2025 Q3 2025 |
7,420
shares
|
$976,101
0.27% of portfolio
|
Q3 2025
Reduced 6.77%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
7,416
shares
|
$975,574
0.04% of portfolio
|
Q4 2025
Added 14.67%
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
7,407
shares
|
$974,390
0.47% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2025 Q3 2025 |
7,399
shares
|
$973,338
0.36% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
7,356
shares
|
$967,681
0.03% of portfolio
|
Q3 2025
Reduced 9.2%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Nov 03, 2025 Q3 2025 |
7,336
shares
|
$965,050
0.73% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
7,250
shares
|
$953,737
0.02% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
7,241
shares
|
$952,553
0.04% of portfolio
|
Q3 2025
Reduced 12.67%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
7,227
shares
|
$950,711
0.08% of portfolio
|
Q3 2022
Reduced 19.57%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
7,222
shares
|
$950,054
0.05% of portfolio
|
Q3 2025
Added 20.67%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
7,200
shares
|
$947,160
0.0% of portfolio
|
Q3 2025
Added 10.74%
|
|
|
Osprey Private Wealth LLC
New York, NY |
Oct 08, 2025 Q3 2025 |
7,150
shares
|
$940,582
0.33% of portfolio
|
Q3 2025
Added 7.12%
|
|