Institutional Ownership Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS). We have compiled data on the 1,600 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 |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
423,818
shares
|
$55.8 Million
0.04% of portfolio
|
Q3 2025
Added 6.42%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Nov 03, 2025 Q3 2025 |
399,158
shares
|
$52.5 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
391,436
shares
|
$51.5 Million
1.52% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
358,151
shares
|
$47.1 Million
0.1% of portfolio
|
Q3 2025
Added 11.95%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
332,682
shares
|
$43.8 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Nov 13, 2025 Q3 2025 |
331,032
shares
|
$43.5 Million
0.13% of portfolio
|
Q3 2025
Reduced 6.14%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
330,063
shares
|
$43.4 Million
0.05% of portfolio
|
Q3 2024
Reduced 6.88%
|
|
|
Saturna Capital Corp
Bellingham, WA |
Nov 14, 2025 Q3 2025 |
315,301
shares
|
$41.5 Million
0.53% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
313,282
shares
|
$41.2 Million
0.1% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
301,436
shares
|
$39.7 Million
0.09% of portfolio
|
Q3 2025
Added 3309.52%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
293,532
shares
|
$38.6 Million
0.03% of portfolio
|
Q3 2022
Reduced 0.85%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
285,805
shares
|
$37.6 Million
0.22% of portfolio
|
Q3 2025
Added 7.86%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Nov 12, 2025 Q3 2025 |
274,950
shares
|
$36.2 Million
0.27% of portfolio
|
Q3 2025
Added 8.31%
|
|
|
Cookson Peirce & CO Inc
|
Nov 06, 2025 Q3 2025 |
272,169
shares
|
$35.8 Million
1.51% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
260,827
shares
|
$34.3 Million
0.01% of portfolio
|
Q3 2025
Added 17.16%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
256,752
shares
|
$33.8 Million
0.03% of portfolio
|
Q3 2025
Added 5.51%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
254,257
shares
|
$33.4 Million
0.04% of portfolio
|
Q3 2025
Added 13.99%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
253,203
shares
|
$33.3 Million
0.04% of portfolio
|
Q3 2025
Added 4.34%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
252,646
shares
|
$33.2 Million
0.09% of portfolio
|
Q3 2025
Added 27.12%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
252,352
shares
|
$33.2 Million
0.42% of portfolio
|
Q3 2025
Reduced 5.45%
|
|
|
Brandes Investment Partners, LP
La Jolla, CA |
Nov 14, 2025 Q3 2025 |
247,875
shares
|
$32.6 Million
0.27% of portfolio
|
Q3 2025
Added 3.59%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
234,890
shares
|
$30.9 Million
0.04% of portfolio
|
Q3 2025
Added 3.31%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
231,907
shares
|
$30.5 Million
0.04% of portfolio
|
Q3 2025
Added 27.79%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
231,287
shares
|
$30.4 Million
0.01% of portfolio
|
Q3 2025
Added 8.07%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
227,555
shares
|
$29.9 Million
0.53% of portfolio
|
Q4 2022
Reduced 1.91%
|
|