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 |
|---|---|---|---|---|---|
|
Gitterman Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
3,607
shares
|
$474,500
0.12% of portfolio
|
Q3 2025
Added 9.6%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
3,600
shares
|
$473,580
0.06% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
3,597
shares
|
$473,185
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
3,554
shares
|
$467,528
0.01% of portfolio
|
Q3 2025
Reduced 6.47%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Nov 13, 2025 Q3 2025 |
3,552
shares
|
$467,265
0.26% of portfolio
|
Q3 2025
Reduced 4.7%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
3,548
shares
|
$466,739
0.02% of portfolio
|
Q2 2024
Reduced 0.2%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
3,544
shares
|
$466,213
0.03% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
3,535
shares
|
$465,029
0.0% of portfolio
|
Q3 2025
Reduced 22.34%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
3,524
shares
|
$463,582
0.01% of portfolio
|
Q3 2025
Reduced 3.82%
|
|
|
Genus Capital Management Inc.
Vancouver, A1 |
Nov 13, 2025 Q3 2025 |
3,522
shares
|
$463,319
0.05% of portfolio
|
Q3 2025
Added 14.02%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
3,512
shares
|
$462,003
0.01% of portfolio
|
Q3 2025
Reduced 11.13%
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
3,510
shares
|
$461,740
0.02% of portfolio
|
Q3 2025
Reduced 24.11%
|
|
|
Tred Avon Family Wealth, LLC
Easton, MD |
Oct 29, 2025 Q3 2025 |
3,508
shares
|
$461,477
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Cherokee Insurance CO
Sterling Heights, MI |
Nov 06, 2025 Q3 2025 |
3,500
shares
|
$460,425
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Crew Capital Management, Ltd.
|
Oct 27, 2025 Q3 2025 |
3,499
shares
|
$460,293
0.34% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
3,499
shares
|
$460,293
0.1% of portfolio
|
Q3 2025
Reduced 5.41%
|
|
|
Latitude Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
3,498
shares
|
$460,161
0.25% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 07, 2025 Q3 2025 |
3,492
shares
|
$459,372
0.04% of portfolio
|
Q4 2024
Reduced 30.19%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
3,471
shares
|
$456,610
0.03% of portfolio
|
Q3 2025
Reduced 5.81%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jul 22, 2025 Q2 2025 |
3,465
shares
|
$455,820
0.35% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
Core First Bank & Trust
Topeka, KS |
Nov 12, 2025 Q3 2025 |
3,460
shares
|
$455,163
0.24% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
3,438
shares
|
$452,268
0.01% of portfolio
|
Q3 2025
Reduced 5.5%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 14, 2026 Q4 2025 |
3,436
shares
|
$452,005
0.09% of portfolio
|
Q4 2025
Added 0.59%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
3,432
shares
|
$451,479
0.04% of portfolio
|
Q3 2025
Added 15.56%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Oct 24, 2025 Q3 2025 |
3,406
shares
|
$448,059
0.03% of portfolio
|
Q3 2025
Added 1.67%
|
|