Institutional Ownership Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS). We have compiled data on the 1,600 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 |
|---|---|---|---|---|---|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
224,547
shares
|
$29.5 Million
0.19% of portfolio
|
Q3 2025
Reduced 32.08%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
222,892
shares
|
$29.3 Million
0.33% of portfolio
|
Q3 2025
Added 6.38%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Nov 10, 2025 Q3 2025 |
222,237
shares
|
$29.2 Million
0.59% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
Nov 04, 2025 Q3 2025 |
217,743
shares
|
$28.6 Million
7.11% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
216,969
shares
|
$28.5 Million
0.08% of portfolio
|
Q3 2025
Added 13.5%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
213,554
shares
|
$28.1 Million
0.8% of portfolio
|
Q1 2024
Reduced 28.83%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
212,784
shares
|
$28 Million
0.02% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
Nov 14, 2025 Q3 2025 |
210,188
shares
|
$27.7 Million
0.05% of portfolio
|
Q3 2025
Added 1351.47%
|
|
|
Promethos Capital, LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
207,180
shares
|
$27.3 Million
7.12% of portfolio
|
Q3 2025
Added 4.86%
|
|
|
Integral Health Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
200,000
shares
|
$26.3 Million
1.95% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Managed Asset Portfolios, LLC
Rochester, MI |
Nov 12, 2025 Q3 2025 |
198,702
shares
|
$26.1 Million
3.37% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Godsey & Gibb Associates
|
Oct 24, 2025 Q3 2025 |
193,262
shares
|
$25.4 Million
2.24% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
189,467
shares
|
$24.9 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
188,953
shares
|
$24.9 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
186,547
shares
|
$24.5 Million
0.25% of portfolio
|
Q2 2022
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
185,573
shares
|
$24.4 Million
0.02% of portfolio
|
Q3 2025
Added 7.2%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
180,188
shares
|
$23.7 Million
0.04% of portfolio
|
Q3 2025
Added 22.97%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
179,827
shares
|
$23.7 Million
0.03% of portfolio
|
Q3 2025
Added 22.11%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
179,039
shares
|
$23.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.46%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
178,522
shares
|
$23.5 Million
0.03% of portfolio
|
Q3 2025
Reduced 10.48%
|
|
|
Foresight Global Investors, Inc.
Purchase, NY |
Nov 12, 2025 Q3 2025 |
171,683
shares
|
$22.6 Million
13.07% of portfolio
|
Q3 2025
Added 4.1%
|
|
|
Grandfield & Dodd, LLC
|
Oct 30, 2025 Q3 2025 |
162,818
shares
|
$21.4 Million
1.26% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
161,147
shares
|
$21.2 Million
0.09% of portfolio
|
Q3 2025
Added 5.97%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
160,088
shares
|
$21.1 Million
0.34% of portfolio
|
Q3 2025
Reduced 68.93%
|
|
|
Douglas Lane & Associates, LLC
|
Oct 10, 2025 Q3 2025 |
156,448
shares
|
$20.6 Million
0.29% of portfolio
|
Q3 2025
Reduced 5.34%
|
|