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 |
|---|---|---|---|---|---|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 13, 2025 Q3 2025 |
5,420
shares
|
$713,001
0.01% of portfolio
|
Q3 2025
Added 11.39%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Jan 13, 2026 Q4 2025 |
5,410
shares
|
$711,685
0.31% of portfolio
|
Q4 2022
New holding
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
5,401
shares
|
$710,501
0.06% of portfolio
|
Q1 2025
Reduced 34.01%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
5,383
shares
|
$708,133
0.02% of portfolio
|
Q3 2025
Added 10.31%
|
|
|
E&G Advisors, LP
|
Oct 20, 2025 Q3 2025 |
5,381
shares
|
$707,870
0.17% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 22, 2025 Q3 2025 |
5,349
shares
|
$703,660
0.26% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 09, 2026 Q4 2025 |
5,337
shares
|
$702,082
0.02% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
5,257
shares
|
$691,558
0.01% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Alhambra Investment Partners LLC
|
Oct 15, 2025 Q3 2025 |
5,252
shares
|
$690,900
0.33% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
5,238
shares
|
$689,058
0.28% of portfolio
|
Q4 2022
Reduced 4.12%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
5,192
shares
|
$683,007
0.02% of portfolio
|
Q3 2025
Reduced 29.61%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Oct 28, 2025 Q3 2025 |
5,178
shares
|
$681,165
0.63% of portfolio
|
Q3 2025
Added 5.14%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 13, 2026 Q4 2025 |
5,173
shares
|
$680,508
0.13% of portfolio
|
Q4 2025
Added 8.54%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
5,153
shares
|
$677,877
0.08% of portfolio
|
Q2 2025
Added 31.02%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 12, 2026 Q4 2025 |
5,152
shares
|
$677,745
0.32% of portfolio
|
Q4 2025
Reduced 10.7%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
5,147
shares
|
$677,087
0.01% of portfolio
|
Q3 2025
Added 128.76%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2025 Q3 2025 |
5,111
shares
|
$672,352
0.04% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Oct 09, 2025 Q3 2025 |
5,098
shares
|
$670,641
0.6% of portfolio
|
Q3 2025
Reduced 6.37%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Nov 10, 2025 Q3 2025 |
5,081
shares
|
$668,405
0.21% of portfolio
|
Q3 2025
Reduced 10.83%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
5,070
shares
|
$666,958
0.05% of portfolio
|
Q3 2025
Added 15.75%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
5,063
shares
|
$666,037
0.02% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jan 13, 2026 Q4 2025 |
5,039
shares
|
$662,880
0.14% of portfolio
|
Q4 2025
Reduced 23.76%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 21, 2025 Q3 2025 |
5,024
shares
|
$660,907
0.27% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 07, 2025 Q3 2025 |
5,006
shares
|
$658,539
0.11% of portfolio
|
Q3 2025
Reduced 10.59%
|
|
|
Corient Ia LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
5,000
shares
|
$657,750
0.52% of portfolio
|
Q1 2025
New holding
|
|