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 |
|---|---|---|---|---|---|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
2,780
shares
|
$365,709
0.01% of portfolio
|
Q3 2025
Reduced 3.77%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 29, 2025 Q3 2025 |
2,779
shares
|
$365,577
0.09% of portfolio
|
Q3 2025
Reduced 3.17%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
2,775
shares
|
$365,051
0.06% of portfolio
|
Q3 2024
Reduced 23.45%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Oct 29, 2025 Q3 2025 |
2,775
shares
|
$365,051
0.05% of portfolio
|
Q3 2025
Reduced 21.83%
|
|
|
Lion Street Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
2,772
shares
|
$364,656
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
2,733
shares
|
$359,526
0.02% of portfolio
|
Q4 2023
Reduced 3.7%
|
|
|
Northstar Group, Inc.
|
Oct 22, 2025 Q3 2025 |
2,729
shares
|
$358,999
0.05% of portfolio
|
Q3 2023
Reduced 3.53%
|
|
|
Severin Investments, LLC
St. Louis, MO |
Dec 03, 2025 Q3 2025 |
2,729
shares
|
$358,999
0.31% of portfolio
|
Q3 2025
Reduced 10.9%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
2,724
shares
|
$358,342
0.04% of portfolio
|
Q3 2025
Added 5.79%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
2,723
shares
|
$358,210
0.12% of portfolio
|
Q3 2025
Added 2.21%
|
|
|
R Squared LTD
Central, K3 |
Nov 12, 2025 Q3 2025 |
2,714
shares
|
$357,026
0.15% of portfolio
|
Q3 2025
Reduced 12.93%
|
|
|
Stiles Financial Services Inc
|
Oct 30, 2025 Q3 2025 |
2,713
shares
|
$356,895
0.11% of portfolio
|
Q3 2025
Reduced 16.45%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,713
shares
|
$356,895
0.11% of portfolio
|
Q3 2024
Reduced 7.25%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
2,708
shares
|
$356,237
0.31% of portfolio
|
Q3 2023
Added 7.33%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
2,700
shares
|
$355,185
0.02% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
2,696
shares
|
$354,658
0.19% of portfolio
|
Q3 2025
Reduced 9.01%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 07, 2025 Q3 2025 |
2,695
shares
|
$354,527
0.16% of portfolio
|
Q2 2023
New holding
|
|
|
Weatherly Asset Management L. P.
|
Oct 16, 2025 Q3 2025 |
2,693
shares
|
$354,264
0.03% of portfolio
|
Q3 2025
Reduced 5.77%
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
2,692
shares
|
$354,132
0.16% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
2,688
shares
|
$353,606
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
2,675
shares
|
$351,896
0.01% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Berkshire Bank
|
Oct 24, 2025 Q3 2025 |
2,674
shares
|
$351,764
0.08% of portfolio
|
Q3 2025
Reduced 14.1%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
2,673
shares
|
$351,633
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
2,672
shares
|
$351,501
0.01% of portfolio
|
Q3 2025
Added 60.67%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 21, 2025 Q3 2025 |
2,665
shares
|
$350,580
0.11% of portfolio
|
Q2 2025
Reduced 9.04%
|
|