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 |
|---|---|---|---|---|---|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
2,960
shares
|
$389,388
0.01% of portfolio
|
Q4 2025
Reduced 6.8%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 22, 2025 Q3 2025 |
2,952
shares
|
$388,335
0.07% of portfolio
|
Q3 2025
Reduced 19.74%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
2,948
shares
|
$387,809
0.19% of portfolio
|
Q4 2024
Added 16.61%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
2,939
shares
|
$386,625
0.01% of portfolio
|
Q3 2025
Added 6.87%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
2,936
shares
|
$386,230
0.03% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
2,928
shares
|
$385,178
0.04% of portfolio
|
Q3 2025
Reduced 6.36%
|
|
|
Wulff, Hansen & Co.
|
Nov 06, 2025 Q3 2025 |
2,925
shares
|
$384,783
0.34% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 08, 2026 Q4 2025 |
2,923
shares
|
$384,520
0.11% of portfolio
|
Q1 2025
Reduced 44.64%
|
|
|
Canal Capital Management, LLC
|
Jan 06, 2026 Q4 2025 |
2,906
shares
|
$382,284
0.06% of portfolio
|
Q3 2025
Reduced 15.65%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
2,894
shares
|
$380,705
0.03% of portfolio
|
Q3 2025
Added 4.18%
|
|
|
Platform Technology Partners
|
Oct 29, 2025 Q3 2025 |
2,873
shares
|
$377,943
0.1% of portfolio
|
Q3 2025
Reduced 14.6%
|
|
|
One8zero8, LLC
Greensboro, NC |
Nov 03, 2025 Q3 2025 |
2,852
shares
|
$375,180
0.08% of portfolio
|
Q3 2025
Added 25.97%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Oct 28, 2025 Q3 2025 |
2,851
shares
|
$375,049
0.08% of portfolio
|
Q3 2025
Added 5.32%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
2,849
shares
|
$374,785
0.02% of portfolio
|
Q2 2024
Added 28.04%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
2,841
shares
|
$373,733
0.04% of portfolio
|
Q3 2025
Reduced 16.37%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
2,828
shares
|
$372,023
0.08% of portfolio
|
Q1 2025
Added 3.82%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Jan 08, 2026 Q4 2025 |
2,828
shares
|
$372,023
0.03% of portfolio
|
Q4 2025
Reduced 9.48%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Nov 07, 2025 Q3 2025 |
2,818
shares
|
$370,707
0.05% of portfolio
|
Q3 2025
Reduced 6.53%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
2,817
shares
|
$370,576
0.03% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Thomasville National Bank
|
Oct 10, 2025 Q3 2025 |
2,814
shares
|
$370,181
0.02% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 15, 2025 Q3 2025 |
2,809
shares
|
$369,523
0.16% of portfolio
|
Q2 2025
Reduced 5.42%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Nov 10, 2025 Q3 2025 |
2,800
shares
|
$368,340
0.22% of portfolio
|
Q1 2023
Reduced 42.56%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Oct 14, 2025 Q3 2025 |
2,797
shares
|
$367,945
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
2,783
shares
|
$366,103
0.01% of portfolio
|
Q3 2025
Added 4.08%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Oct 20, 2025 Q3 2025 |
2,781
shares
|
$365,840
0.01% of portfolio
|
Q1 2024
Added 11.24%
|
|