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 |
|---|---|---|---|---|---|
|
Mitchell Mcleod Pugh & Williams Inc
|
Oct 30, 2025 Q3 2025 |
5,794
shares
|
$762,200
0.12% of portfolio
|
Q3 2025
Reduced 3.74%
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
5,784
shares
|
$760,885
0.08% of portfolio
|
Q3 2025
Reduced 4.73%
|
|
|
Gateway Investment Advisers LLC
|
Oct 21, 2025 Q3 2025 |
5,768
shares
|
$758,780
0.01% of portfolio
|
Q3 2025
Added 105.93%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
5,762
shares
|
$757,991
0.13% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
Cypress Capital Group
|
Nov 03, 2025 Q3 2025 |
5,756
shares
|
$757,201
0.09% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Steadtrust LLC
Allen, TX |
Dec 02, 2025 Q3 2025 |
5,742
shares
|
$755,360
0.5% of portfolio
|
Q3 2025
Added 2.33%
|
|
|
Radnor Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
5,725
shares
|
$753,123
0.12% of portfolio
|
Q2 2025
Added 5.05%
|
|
|
Mondrian Investment Partners LTD
London, X0 |
Nov 07, 2025 Q3 2025 |
5,724
shares
|
$752,992
0.01% of portfolio
|
Q3 2025
Reduced 96.99%
|
|
|
Banco De Sabadell, S.A
Miami, FL |
Nov 13, 2025 Q3 2025 |
5,720
shares
|
$752,466
0.48% of portfolio
|
Q3 2025
Reduced 17.53%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
5,708
shares
|
$750,887
0.04% of portfolio
|
Q3 2022
Added 5.86%
|
|
|
Cfo4 Life Group, LLC
|
Nov 07, 2025 Q3 2025 |
5,697
shares
|
$749,440
0.11% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 20, 2025 Q3 2025 |
5,690
shares
|
$748,519
0.34% of portfolio
|
Q3 2025
Added 5.21%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
5,665
shares
|
$745,230
0.01% of portfolio
|
Q3 2025
Reduced 4.29%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
5,665
shares
|
$745,230
0.01% of portfolio
|
Q3 2025
Added 61.76%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
5,657
shares
|
$744,178
0.03% of portfolio
|
Q2 2025
Reduced 22.09%
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
5,655
shares
|
$743,915
0.02% of portfolio
|
Q4 2025
Reduced 0.49%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
5,627
shares
|
$740,231
0.04% of portfolio
|
Q3 2025
Reduced 38.92%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
5,624
shares
|
$739,837
0.14% of portfolio
|
Q2 2022
Reduced 13.98%
|
|
|
Penbrook Management LLC
|
Jan 06, 2026 Q4 2025 |
5,610
shares
|
$737,995
0.57% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
|
Seeds Investor LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
5,547
shares
|
$729,707
0.15% of portfolio
|
Q3 2025
Added 10.96%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
5,542
shares
|
$729,050
0.09% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
5,501
shares
|
$723,656
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 13, 2026 Q4 2025 |
5,496
shares
|
$722,998
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 22, 2025 Q3 2025 |
5,490
shares
|
$722,209
0.17% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
5,434
shares
|
$714,842
0.01% of portfolio
|
Q3 2025
Reduced 29.75%
|
|