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 |
|---|---|---|---|---|---|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
2,662
shares
|
$350,186
0.02% of portfolio
|
Q2 2025
Reduced 10.31%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
2,656
shares
|
$349,396
0.2% of portfolio
|
Q2 2023
Reduced 8.16%
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
2,655
shares
|
$349,265
0.02% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
2,654
shares
|
$349,133
0.01% of portfolio
|
Q3 2025
Added 4.61%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Oct 17, 2025 Q3 2025 |
2,652
shares
|
$348,870
0.03% of portfolio
|
Q3 2025
Reduced 58.88%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,650
shares
|
$348,607
0.02% of portfolio
|
Q3 2022
Reduced 4.95%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
2,646
shares
|
$348,081
0.01% of portfolio
|
Q1 2024
Reduced 76.04%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
2,645
shares
|
$347,949
0.01% of portfolio
|
Q3 2025
Reduced 24.67%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
2,645
shares
|
$347,949
0.02% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
2,634
shares
|
$346,502
0.02% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
2,633
shares
|
$346,371
0.06% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Great Diamond Partners, LLC
|
Oct 20, 2025 Q3 2025 |
2,632
shares
|
$346,239
0.07% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Peddock Capital Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
2,632
shares
|
$346,239
0.07% of portfolio
|
Q2 2025
Reduced 17.28%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
2,629
shares
|
$345,844
0.04% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
2,628
shares
|
$345,713
0.02% of portfolio
|
Q3 2025
Reduced 7.2%
|
|
|
A16z Perennial Management, L.P.
Menlo Park, CA |
Nov 05, 2025 Q3 2025 |
2,618
shares
|
$344,397
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
2,614
shares
|
$343,871
0.03% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
2,603
shares
|
$342,424
0.04% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Meridian Wealth Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2,601
shares
|
$342,161
0.05% of portfolio
|
Q3 2023
Reduced 0.57%
|
|
|
Jacobs & CO
|
Jan 02, 2026 Q4 2025 |
2,600
shares
|
$342,030
0.03% of portfolio
|
Q1 2025
Reduced 5.45%
|
|
|
Walter & Keenan Wealth Management LLC
|
Nov 13, 2025 Q3 2025 |
2,595
shares
|
$341,372
0.09% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
2,592
shares
|
$340,977
0.06% of portfolio
|
Q1 2025
Reduced 16.82%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
2,590
shares
|
$340,714
0.02% of portfolio
|
Q2 2025
Added 32.14%
|
|
|
Gsb Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
2,573
shares
|
$338,478
0.08% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
2,570
shares
|
$338,083
0.01% of portfolio
|
Q2 2021
Added 10.8%
|
|