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 |
|---|---|---|---|---|---|
|
Rational Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
4,106
shares
|
$540,144
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
4,105
shares
|
$540,012
0.1% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Oct 23, 2025 Q3 2025 |
4,095
shares
|
$538,697
0.15% of portfolio
|
Q3 2025
Added 3.17%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
4,083
shares
|
$537,118
0.16% of portfolio
|
Q2 2023
New holding
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 08, 2026 Q4 2025 |
4,081
shares
|
$536,855
0.14% of portfolio
|
Q4 2025
Reduced 0.92%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
4,061
shares
|
$534,224
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Interchange Capital Partners, LLC
|
Nov 10, 2025 Q3 2025 |
4,054
shares
|
$533,303
0.11% of portfolio
|
Q3 2025
Added 15.14%
|
|
|
S.A. Mason LLC
|
Oct 14, 2025 Q3 2025 |
4,040
shares
|
$531,462
0.24% of portfolio
|
Q1 2024
Reduced 4.72%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
4,029
shares
|
$530,014
0.06% of portfolio
|
Q3 2024
Added 5.86%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Dec 17, 2025 Q3 2025 |
4,021
shares
|
$528,962
0.04% of portfolio
|
Q3 2025
Reduced 6.99%
|
|
|
Natural Investments, LLC
|
Oct 10, 2025 Q3 2025 |
4,010
shares
|
$527,515
0.13% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
3,990
shares
|
$524,884
0.03% of portfolio
|
Q3 2025
Added 21.5%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 07, 2025 Q3 2025 |
3,978
shares
|
$523,305
0.07% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
3,968
shares
|
$521,990
0.01% of portfolio
|
Q3 2025
Added 2.43%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 08, 2025 Q3 2025 |
3,943
shares
|
$518,701
0.04% of portfolio
|
Q2 2025
Reduced 3.66%
|
|
|
Helen Stephens Group, LLC
|
Jan 05, 2026 Q4 2025 |
3,941
shares
|
$518,438
0.11% of portfolio
|
Q4 2025
Reduced 20.78%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Oct 20, 2025 Q3 2025 |
3,905
shares
|
$513,702
0.24% of portfolio
|
Q2 2023
Added 0.33%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Oct 21, 2025 Q3 2025 |
3,896
shares
|
$512,518
0.09% of portfolio
|
Q2 2025
Reduced 6.5%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
3,864
shares
|
$508,309
0.04% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Invested Advisors
State College, PA |
Oct 23, 2025 Q3 2025 |
3,846
shares
|
$505,941
0.56% of portfolio
|
Q3 2025
New holding
|
|
|
Optas, LLC
|
Oct 15, 2025 Q3 2025 |
3,842
shares
|
$505,415
0.09% of portfolio
|
Q3 2025
Added 13.7%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
3,829
shares
|
$503,704
0.0% of portfolio
|
Q3 2025
Added 5.86%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 17, 2025 Q3 2025 |
3,813
shares
|
$501,600
0.03% of portfolio
|
Q3 2025
Added 5.24%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
3,812
shares
|
$501,468
0.04% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 13, 2025 Q3 2025 |
3,798
shares
|
$499,626
0.01% of portfolio
|
Q3 2025
Reduced 4.33%
|
|