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 |
|---|---|---|---|---|---|
|
Harrell Investment Partners, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
6,583
shares
|
$865,993
0.2% of portfolio
|
Q3 2025
Added 4.84%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
6,571
shares
|
$864,415
0.03% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
6,559
shares
|
$862,836
0.01% of portfolio
|
Q2 2024
Added 3.67%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
6,551
shares
|
$861,784
0.01% of portfolio
|
Q1 2025
Reduced 4.93%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 29, 2025 Q3 2025 |
6,544
shares
|
$860,863
0.01% of portfolio
|
Q3 2025
Added 36.42%
|
|
|
Lantz Financial LLC
|
Jan 14, 2026 Q4 2025 |
6,542
shares
|
$860,600
0.2% of portfolio
|
Q4 2025
Reduced 3.24%
|
|
|
Marotta Asset Management
|
Jan 07, 2026 Q4 2025 |
6,494
shares
|
$854,285
0.16% of portfolio
|
Q4 2025
Reduced 1.19%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 07, 2025 Q3 2025 |
6,491
shares
|
$853,891
0.09% of portfolio
|
Q3 2025
Added 13.48%
|
|
|
Hutner Capital Management Inc
Manchester, VT |
Nov 13, 2025 Q3 2025 |
6,433
shares
|
$846,261
0.35% of portfolio
|
Q3 2025
Added 11.16%
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2026 Q4 2025 |
6,410
shares
|
$843,235
0.06% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 14, 2025 Q3 2025 |
6,403
shares
|
$842,314
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
6,388
shares
|
$840,341
0.08% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 04, 2025 Q3 2025 |
6,377
shares
|
$838,894
0.32% of portfolio
|
Q3 2025
Added 18.73%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
6,370
shares
|
$837,973
0.03% of portfolio
|
Q4 2025
Added 0.13%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
6,364
shares
|
$837,184
0.0% of portfolio
|
Q3 2025
Added 25.42%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 14, 2025 Q3 2025 |
6,320
shares
|
$831,396
0.13% of portfolio
|
Q3 2025
Reduced 48.32%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
6,313
shares
|
$830,475
0.02% of portfolio
|
Q3 2025
Added 1060.48%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
6,298
shares
|
$828,501
0.13% of portfolio
|
Q3 2024
Reduced 27.09%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
6,240
shares
|
$820,872
0.0% of portfolio
|
Q3 2025
Reduced 4.59%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
6,238
shares
|
$820,608
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
6,238
shares
|
$820,608
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,224
shares
|
$818,767
0.02% of portfolio
|
Q2 2020
Added 5.32%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
6,211
shares
|
$817,057
0.07% of portfolio
|
Q3 2025
Reduced 35.5%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
6,192
shares
|
$814,557
0.03% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
University Of Texas
|
Nov 13, 2025 Q3 2025 |
6,166
shares
|
$811,137
0.12% of portfolio
|
Q3 2025
New holding
|
|