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 |
|---|---|---|---|---|---|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
7,121
shares
|
$936,767
0.01% of portfolio
|
Q3 2023
Reduced 4.91%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Oct 03, 2025 Q3 2025 |
7,092
shares
|
$932,952
0.24% of portfolio
|
Q2 2023
Added 14.55%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
7,080
shares
|
$931,374
0.01% of portfolio
|
Q3 2025
Added 8.11%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
7,057
shares
|
$928,348
0.01% of portfolio
|
Q3 2025
Added 7.63%
|
|
|
Lee Danner & Bass Inc
|
Oct 29, 2025 Q3 2025 |
6,959
shares
|
$915,456
0.07% of portfolio
|
Q3 2025
Reduced 4.97%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Nov 05, 2025 Q3 2025 |
6,955
shares
|
$914,930
0.2% of portfolio
|
Q3 2025
Added 14.43%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
6,930
shares
|
$911,641
0.0% of portfolio
|
Q2 2023
Reduced 0.35%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
6,901
shares
|
$907,826
0.07% of portfolio
|
Q3 2025
Reduced 8.93%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
6,894
shares
|
$906,905
0.01% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Nov 10, 2025 Q3 2025 |
6,875
shares
|
$904,406
0.21% of portfolio
|
Q1 2025
Reduced 13.59%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Nov 25, 2025 Q3 2025 |
6,850
shares
|
$901,117
0.07% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 13, 2026 Q4 2025 |
6,843
shares
|
$900,196
0.1% of portfolio
|
Q4 2025
Reduced 2.84%
|
|
|
Liberty One Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
6,822
shares
|
$897,434
0.05% of portfolio
|
Q3 2025
Added 14.37%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 28, 2025 Q3 2025 |
6,753
shares
|
$888,357
0.27% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
6,726
shares
|
$884,805
0.07% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Jackson Square Capital, LLC
|
Oct 09, 2025 Q3 2025 |
6,724
shares
|
$884,542
0.21% of portfolio
|
Q3 2025
Added 19.62%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
6,692
shares
|
$880,332
0.0% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
6,679
shares
|
$878,622
0.02% of portfolio
|
Q3 2025
Added 11.28%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
6,664
shares
|
$876,649
0.04% of portfolio
|
Q3 2025
Reduced 50.47%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
6,657
shares
|
$875,728
0.08% of portfolio
|
Q3 2025
Reduced 5.89%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
6,637
shares
|
$873,097
0.1% of portfolio
|
Q3 2025
Added 6.18%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
6,635
shares
|
$872,834
0.22% of portfolio
|
Q3 2022
Added 7.71%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Oct 23, 2025 Q3 2025 |
6,603
shares
|
$868,624
0.32% of portfolio
|
Q3 2025
Reduced 8.33%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2026 Q4 2025 |
6,599
shares
|
$868,098
0.06% of portfolio
|
Q4 2025
Added 22.52%
|
|
|
Means Investment Co., Inc.
|
Nov 06, 2025 Q3 2025 |
6,587
shares
|
$866,519
0.08% of portfolio
|
Q3 2025
Reduced 7.38%
|
|