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 |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
3,271
shares
|
$430,300
0.03% of portfolio
|
Q3 2025
Reduced 61.08%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 08, 2026 Q4 2025 |
3,268
shares
|
$429,905
0.18% of portfolio
|
Q4 2025
Reduced 0.67%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
3,263
shares
|
$429,247
0.01% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
3,262
shares
|
$429,116
0.04% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 07, 2025 Q3 2025 |
3,258
shares
|
$428,589
0.05% of portfolio
|
Q2 2025
Reduced 2.98%
|
|
|
Lcm Capital Management Inc
|
Oct 28, 2025 Q3 2025 |
3,227
shares
|
$424,511
0.2% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
3,201
shares
|
$421,091
0.02% of portfolio
|
Q3 2025
Added 5.96%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
3,199
shares
|
$420,828
0.01% of portfolio
|
Q4 2025
Reduced 9.61%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
3,196
shares
|
$420,433
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
3,189
shares
|
$419,512
0.1% of portfolio
|
Q3 2025
Added 7.77%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
3,187
shares
|
$419,249
0.06% of portfolio
|
Q3 2023
Reduced 5.32%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Oct 30, 2025 Q3 2025 |
3,181
shares
|
$418,460
0.09% of portfolio
|
Q1 2025
Added 28.96%
|
|
|
Xponance, Inc.
|
Nov 10, 2025 Q3 2025 |
3,179
shares
|
$418,197
0.0% of portfolio
|
Q3 2025
Added 14.72%
|
|
|
Mcdaniel Terry & CO
|
Oct 22, 2025 Q3 2025 |
3,177
shares
|
$417,934
0.03% of portfolio
|
Q3 2025
Reduced 9.23%
|
|
|
Garland Capital Management Inc
|
Nov 05, 2025 Q3 2025 |
3,170
shares
|
$417,013
5.57% of portfolio
|
Q3 2025
Reduced 72.43%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
3,156
shares
|
$415,171
0.02% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
3,140
shares
|
$413,067
0.18% of portfolio
|
Q4 2017
New holding
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
3,138
shares
|
$412,803
0.01% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
3,124
shares
|
$410,962
0.05% of portfolio
|
Q4 2025
Added 315.43%
|
|
|
Range Financial Group LLC
|
Oct 17, 2025 Q3 2025 |
3,122
shares
|
$410,699
0.16% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Broderick Brian C
|
Nov 07, 2025 Q3 2025 |
3,121
shares
|
$410,567
0.08% of portfolio
|
Q3 2025
Reduced 25.74%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Oct 03, 2025 Q3 2025 |
3,121
shares
|
$410,567
0.07% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
3,102
shares
|
$408,068
0.25% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 26, 2025 Q3 2025 |
3,100
shares
|
$407,805
0.21% of portfolio
|
Q3 2025
Added 6.9%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Oct 31, 2025 Q3 2025 |
3,089
shares
|
$406,357
0.26% of portfolio
|
Q3 2025
Reduced 6.11%
|
|