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 |
|---|---|---|---|---|---|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
6,158
shares
|
$810,084
0.02% of portfolio
|
Q3 2025
Reduced 6.4%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
6,146
shares
|
$808,506
0.07% of portfolio
|
Q2 2023
Added 1.42%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Nov 05, 2025 Q3 2025 |
6,130
shares
|
$806,401
0.11% of portfolio
|
Q3 2025
Added 18.23%
|
|
|
Investment Research Partners LLC
Lemont, PA |
Dec 01, 2025 Q3 2025 |
6,119
shares
|
$804,954
0.34% of portfolio
|
Q3 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
6,104
shares
|
$802,981
0.0% of portfolio
|
Q3 2025
Reduced 2.1%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
6,080
shares
|
$799,824
0.07% of portfolio
|
Q3 2025
Added 3.21%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
6,057
shares
|
$796,798
0.01% of portfolio
|
Q3 2025
Reduced 4.12%
|
|
|
Schulhoff & CO Inc
|
Nov 10, 2025 Q3 2025 |
6,057
shares
|
$796,798
0.36% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
North Star Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
6,052
shares
|
$796,140
0.03% of portfolio
|
Q2 2025
Added 26.72%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Nov 04, 2025 Q3 2025 |
6,045
shares
|
$795,219
0.23% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Jeppson Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
6,038
shares
|
$794,298
0.25% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
6,036
shares
|
$794,035
0.21% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 08, 2026 Q4 2025 |
6,030
shares
|
$793,246
0.84% of portfolio
|
Q4 2025
Reduced 3.67%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
5,996
shares
|
$788,773
0.06% of portfolio
|
Q2 2022
Added 10.55%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Oct 27, 2025 Q3 2025 |
5,978
shares
|
$786,405
0.3% of portfolio
|
Q3 2025
Reduced 12.13%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 07, 2025 Q3 2025 |
5,957
shares
|
$783,643
0.04% of portfolio
|
Q3 2025
Reduced 4.18%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
5,956
shares
|
$783,511
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Strong Box Wealth, LLC
|
Oct 07, 2025 Q3 2025 |
5,939
shares
|
$781,275
0.28% of portfolio
|
Q3 2025
Added 3.48%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
5,930
shares
|
$780,091
0.36% of portfolio
|
Q2 2024
Reduced 9.44%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
5,916
shares
|
$778,249
0.02% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
5,899
shares
|
$776,013
0.09% of portfolio
|
Q4 2022
Added 3.53%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
5,893
shares
|
$775,224
0.05% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Jan 12, 2026 Q4 2025 |
5,871
shares
|
$772,330
0.44% of portfolio
|
Q4 2025
Added 16.21%
|
|
|
Bradyco, Inc.
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
5,841
shares
|
$768,383
0.85% of portfolio
|
Q3 2025
Reduced 12.7%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
5,798
shares
|
$762,726
0.08% of portfolio
|
Q4 2022
Added 0.03%
|
|