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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
3,084
shares
|
$405,700
0.18% of portfolio
|
Q2 2025
Reduced 4.79%
|
|
|
Woodstock Corp
|
Jan 14, 2026 Q4 2025 |
3,077
shares
|
$404,779
0.03% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 06, 2026 Q4 2025 |
3,075
shares
|
$404,516
0.05% of portfolio
|
Q4 2025
Reduced 3.15%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
3,074
shares
|
$404,384
0.17% of portfolio
|
Q3 2025
Reduced 7.83%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
3,068
shares
|
$403,595
0.02% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 15, 2025 Q3 2025 |
3,063
shares
|
$402,937
0.02% of portfolio
|
Q2 2025
Reduced 8.92%
|
|
|
Belmont Capital, LLC
|
Aug 12, 2025 Q2 2025 |
3,058
shares
|
$402,279
0.06% of portfolio
|
Q3 2023
Added 1020.15%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 03, 2025 Q3 2025 |
3,058
shares
|
$402,279
0.12% of portfolio
|
Q3 2025
Added 14.53%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
3,055
shares
|
$401,885
0.04% of portfolio
|
Q2 2022
Added 2.14%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
3,052
shares
|
$401,490
0.03% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Nov 10, 2025 Q3 2025 |
3,050
shares
|
$401,227
0.12% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Klingenstein Fields & CO LP
|
Nov 14, 2025 Q3 2025 |
3,047
shares
|
$400,832
0.01% of portfolio
|
Q3 2025
Reduced 53.46%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 14, 2025 Q3 2025 |
3,039
shares
|
$399,780
0.03% of portfolio
|
Q3 2024
Reduced 9.18%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
3,028
shares
|
$398,333
0.1% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
3,026
shares
|
$398,070
0.0% of portfolio
|
Q3 2025
Reduced 36.31%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
3,019
shares
|
$397,149
0.02% of portfolio
|
Q3 2025
Added 5.97%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Nov 04, 2025 Q3 2025 |
3,011
shares
|
$396,097
0.38% of portfolio
|
Q1 2025
Reduced 10.47%
|
|
|
Sentry LLC
Memphis, TN |
Oct 22, 2025 Q3 2025 |
3,010
shares
|
$395,965
0.1% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Nov 12, 2025 Q3 2025 |
3,010
shares
|
$395,965
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
3,008
shares
|
$395,702
0.05% of portfolio
|
Q3 2025
Reduced 13.71%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
3,003
shares
|
$395,044
0.37% of portfolio
|
Q3 2022
Reduced 6.21%
|
|
|
Abner Herrman & Brock LLC
|
Jan 06, 2026 Q4 2025 |
3,000
shares
|
$394,650
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Nov 14, 2025 Q3 2025 |
3,000
shares
|
$394,650
0.16% of portfolio
|
Q2 2025
Reduced 0.03%
|
|