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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Oct 17, 2025 Q3 2025 |
3,400
shares
|
$447,270
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Haven Private, LLC
Orlando, FL |
Nov 06, 2025 Q3 2025 |
3,399
shares
|
$447,138
0.19% of portfolio
|
Q3 2025
Reduced 38.95%
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
3,392
shares
|
$446,217
0.02% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Round Hill Asset Management
Pasadena, CA |
Nov 12, 2025 Q3 2025 |
3,392
shares
|
$446,217
0.3% of portfolio
|
Q3 2023
Reduced 4.23%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
3,380
shares
|
$444,639
0.01% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
3,378
shares
|
$444,375
0.13% of portfolio
|
Q2 2025
Reduced 6.56%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Nov 10, 2025 Q3 2025 |
3,378
shares
|
$444,375
0.34% of portfolio
|
Q3 2025
Reduced 2.99%
|
|
|
Kanawha Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
3,374
shares
|
$443,849
0.03% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
3,373
shares
|
$443,718
0.16% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Riversedge Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
3,371
shares
|
$443,455
0.07% of portfolio
|
Q4 2025
Added 6.34%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
3,357
shares
|
$441,613
0.01% of portfolio
|
Q4 2023
Added 1.14%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Oct 29, 2025 Q3 2025 |
3,353
shares
|
$441,087
0.14% of portfolio
|
Q3 2025
Added 7.36%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Nov 07, 2025 Q3 2025 |
3,352
shares
|
$440,955
0.24% of portfolio
|
Q2 2024
Added 9.83%
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Jul 28, 2025 Q2 2025 |
3,350
shares
|
$440,692
0.22% of portfolio
|
Q2 2023
New holding
|
|
|
Mitchell Sinkler & Starr
|
Nov 04, 2025 Q3 2025 |
3,343
shares
|
$439,771
0.2% of portfolio
|
Q2 2025
Added 5.03%
|
|
|
Intergy Private Wealth, LLC
|
Oct 14, 2025 Q3 2025 |
3,341
shares
|
$439,508
0.14% of portfolio
|
Q3 2025
Added 5.33%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 08, 2026 Q4 2025 |
3,340
shares
|
$439,377
0.16% of portfolio
|
Q3 2025
Added 30.83%
|
|
|
La Fleur & Godfrey LLC
|
Nov 10, 2025 Q3 2025 |
3,337
shares
|
$438,982
0.05% of portfolio
|
Q3 2025
Reduced 4.58%
|
|
|
Hendershot Investments Inc.
|
Nov 12, 2025 Q3 2025 |
3,331
shares
|
$438,193
0.05% of portfolio
|
Q3 2024
Added 6.39%
|
|
|
Sageworth Trust CO
|
Nov 07, 2025 Q3 2025 |
3,310
shares
|
$435,430
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Foster Group, Inc.
|
Jan 12, 2026 Q4 2025 |
3,296
shares
|
$433,588
0.01% of portfolio
|
Q4 2025
Reduced 0.57%
|
|
|
Flc Capital Advisors
|
Oct 17, 2025 Q3 2025 |
3,286
shares
|
$432,273
0.08% of portfolio
|
Q2 2025
Added 27.07%
|
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
3,275
shares
|
$430,826
0.04% of portfolio
|
Q3 2023
Added 3.15%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
3,272
shares
|
$430,431
0.08% of portfolio
|
Q3 2025
New holding
|
|