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 |
|---|---|---|---|---|---|
|
Hollow Brook Wealth Management LLC
|
Nov 14, 2025 Q3 2025 |
3,788
shares
|
$498,311
0.12% of portfolio
|
Q3 2022
Reduced 34.55%
|
|
|
Monument Capital Management
|
Oct 14, 2025 Q3 2025 |
3,778
shares
|
$496,995
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Oct 21, 2025 Q3 2025 |
3,778
shares
|
$496,995
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Jan 08, 2026 Q4 2025 |
3,771
shares
|
$496,075
0.25% of portfolio
|
Q3 2025
Added 4.14%
|
|
|
Veracity Capital LLC
|
Oct 07, 2025 Q3 2025 |
3,766
shares
|
$495,417
0.16% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
3,766
shares
|
$495,417
0.02% of portfolio
|
Q3 2025
Added 9.0%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
3,758
shares
|
$494,364
0.07% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
3,752
shares
|
$493,575
0.04% of portfolio
|
Q3 2023
Reduced 2.8%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Oct 14, 2025 Q3 2025 |
3,751
shares
|
$493,444
0.07% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 24, 2025 Q3 2025 |
3,731
shares
|
$490,813
0.14% of portfolio
|
Q3 2025
Added 53.04%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
3,720
shares
|
$489,366
0.09% of portfolio
|
Q3 2022
Reduced 5.66%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 05, 2026 Q4 2025 |
3,717
shares
|
$488,971
0.46% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Cohen Investment Advisors LLC
|
Oct 14, 2025 Q3 2025 |
3,712
shares
|
$488,313
0.23% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
3,705
shares
|
$487,392
0.0% of portfolio
|
Q3 2025
Added 5.83%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
3,698
shares
|
$486,471
0.05% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Nov 06, 2025 Q3 2025 |
3,682
shares
|
$484,367
0.18% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 12, 2026 Q4 2025 |
3,677
shares
|
$483,709
0.07% of portfolio
|
Q4 2025
Reduced 4.47%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
3,674
shares
|
$483,314
0.01% of portfolio
|
Q4 2023
Reduced 19.16%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
3,654
shares
|
$480,683
0.13% of portfolio
|
Q3 2023
Reduced 1.08%
|
|
|
Burke & Herbert Bank & Trust CO
|
Nov 07, 2025 Q3 2025 |
3,654
shares
|
$480,683
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
3,623
shares
|
$476,605
0.05% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Pointe Capital Management LLC
|
Nov 24, 2025 Q3 2025 |
3,622
shares
|
$476,474
0.23% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
3,620
shares
|
$476,211
0.03% of portfolio
|
Q1 2025
Added 41.02%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
3,619
shares
|
$476,079
0.01% of portfolio
|
Q3 2025
Added 9.97%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
3,614
shares
|
$475,421
0.03% of portfolio
|
Q3 2025
Added 0.44%
|
|