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 |
|---|---|---|---|---|---|
|
Payne Capital LLC
Lake Oswego, OR |
Nov 04, 2025 Q3 2025 |
5,000
shares
|
$657,750
0.65% of portfolio
|
Q3 2025
New holding
|
|
|
Rexford Capital Inc
Bellaire, TX |
Oct 21, 2025 Q3 2025 |
4,994
shares
|
$656,960
0.5% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
4,992
shares
|
$656,697
0.04% of portfolio
|
Q3 2025
Reduced 41.86%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 06, 2025 Q3 2025 |
4,964
shares
|
$653,014
0.06% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Nov 04, 2025 Q3 2025 |
4,959
shares
|
$652,356
0.43% of portfolio
|
Q2 2024
Reduced 0.5%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
4,955
shares
|
$651,830
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 14, 2026 Q4 2025 |
4,950
shares
|
$651,172
0.03% of portfolio
|
Q4 2025
Reduced 1.69%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,936
shares
|
$649,330
0.03% of portfolio
|
Q4 2023
Reduced 11.24%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
4,933
shares
|
$648,936
0.07% of portfolio
|
Q3 2025
Reduced 5.23%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
4,922
shares
|
$647,489
0.04% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
Burns J W & CO Inc
|
Jan 12, 2026 Q4 2025 |
4,918
shares
|
$646,962
0.07% of portfolio
|
Q4 2025
Reduced 5.75%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
4,916
shares
|
$646,699
0.32% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 17, 2025 Q3 2025 |
4,893
shares
|
$643,674
0.25% of portfolio
|
Q3 2025
Added 16.97%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
4,892
shares
|
$643,542
0.09% of portfolio
|
Q3 2025
Added 105.89%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
4,890
shares
|
$643,279
0.01% of portfolio
|
Q3 2025
Added 13.72%
|
|
|
Thornburg Investment Management Inc
|
Nov 12, 2025 Q3 2025 |
4,889
shares
|
$643,147
0.01% of portfolio
|
Q1 2025
Reduced 37.32%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
4,874
shares
|
$641,174
0.02% of portfolio
|
Q3 2025
Added 31.91%
|
|
|
First American Trust, Fsb
|
Nov 10, 2025 Q3 2025 |
4,856
shares
|
$638,806
0.05% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Oct 23, 2025 Q3 2025 |
4,830
shares
|
$635,386
0.35% of portfolio
|
Q3 2025
Reduced 5.66%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
4,822
shares
|
$634,334
0.04% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
4,792
shares
|
$630,387
0.07% of portfolio
|
Q3 2025
Added 54.78%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
4,787
shares
|
$629,729
0.08% of portfolio
|
Q3 2024
Reduced 10.74%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 20, 2025 Q3 2025 |
4,779
shares
|
$628,677
0.09% of portfolio
|
Q3 2025
Reduced 5.81%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
4,763
shares
|
$626,572
0.01% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
4,727
shares
|
$621,836
0.03% of portfolio
|
Q2 2022
Reduced 3.02%
|
|