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 |
|---|---|---|---|---|---|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,727
shares
|
$621,836
0.0% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
4,706
shares
|
$619,074
0.0% of portfolio
|
Q3 2025
Reduced 62.57%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2025 Q3 2025 |
4,703
shares
|
$618,679
0.1% of portfolio
|
Q3 2025
Added 7.94%
|
|
|
Cullinan Associates Inc
|
Oct 27, 2025 Q3 2025 |
4,700
shares
|
$618,285
0.04% of portfolio
|
Q1 2024
Added 2.17%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
4,695
shares
|
$617,627
0.08% of portfolio
|
Q3 2025
Added 5.62%
|
|
|
Dakota Wealth Management
|
Jan 13, 2026 Q4 2025 |
4,690
shares
|
$616,969
0.01% of portfolio
|
Q4 2025
Added 4.78%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
4,630
shares
|
$609,076
0.01% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
4,627
shares
|
$608,681
0.06% of portfolio
|
Q1 2024
Added 6.1%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
4,622
shares
|
$608,024
0.02% of portfolio
|
Q3 2025
Added 79.98%
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
4,611
shares
|
$606,577
0.14% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
4,587
shares
|
$603,419
0.06% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
4,586
shares
|
$603,288
0.03% of portfolio
|
Q3 2025
Added 17.26%
|
|
|
Washington Trust CO
|
Nov 12, 2025 Q3 2025 |
4,581
shares
|
$602,630
0.02% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
4,538
shares
|
$596,973
0.12% of portfolio
|
Q1 2025
Added 9.06%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
4,534
shares
|
$596,447
0.01% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
4,532
shares
|
$596,184
0.07% of portfolio
|
Q4 2024
Added 519.13%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Nov 12, 2025 Q3 2025 |
4,493
shares
|
$591,054
0.05% of portfolio
|
Q3 2025
Reduced 41.4%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
4,492
shares
|
$590,922
0.02% of portfolio
|
Q3 2025
Added 14.27%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
4,491
shares
|
$590,791
0.03% of portfolio
|
Q4 2025
Added 0.22%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 13, 2026 Q4 2025 |
4,491
shares
|
$590,791
0.1% of portfolio
|
Q4 2025
Reduced 1.77%
|
|
|
Beddow Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
4,450
shares
|
$585,397
0.21% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
4,446
shares
|
$584,871
0.04% of portfolio
|
Q3 2025
Added 28.31%
|
|
|
Rnc Capital Management LLC
|
Nov 14, 2025 Q3 2025 |
4,436
shares
|
$583,555
0.03% of portfolio
|
Q3 2025
Added 7.51%
|
|
|
Clear Harbor Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
4,428
shares
|
$582,503
0.04% of portfolio
|
Q3 2025
Reduced 6.54%
|
|
|
First City Capital Management, Inc.
|
Oct 21, 2025 Q3 2025 |
4,420
shares
|
$581,451
0.31% of portfolio
|
Q3 2025
Reduced 4.2%
|
|