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 |
|---|---|---|---|---|---|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 12, 2026 Q4 2025 |
2,564
shares
|
$337,294
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 05, 2025 Q3 2025 |
2,562
shares
|
$337,031
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
2,561
shares
|
$336,899
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Personal Cfo Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
2,560
shares
|
$336,768
0.06% of portfolio
|
Q3 2025
Reduced 15.26%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Oct 31, 2025 Q3 2025 |
2,554
shares
|
$335,978
0.09% of portfolio
|
Q3 2025
Added 7.72%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
2,545
shares
|
$334,794
0.01% of portfolio
|
Q3 2025
Added 3.58%
|
|
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
Nov 06, 2025 Q3 2025 |
2,542
shares
|
$334,400
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
2,537
shares
|
$333,742
0.02% of portfolio
|
Q4 2022
Reduced 35.38%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2025 Q3 2025 |
2,528
shares
|
$332,558
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Nov 14, 2025 Q3 2025 |
2,524
shares
|
$332,032
0.16% of portfolio
|
Q4 2024
Reduced 17.62%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Oct 17, 2025 Q3 2025 |
2,521
shares
|
$331,637
0.02% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Nov 14, 2025 Q3 2025 |
2,521
shares
|
$331,637
0.11% of portfolio
|
Q3 2025
Reduced 41.1%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
2,490
shares
|
$327,559
0.03% of portfolio
|
Q3 2025
Added 19.88%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
2,489
shares
|
$327,427
0.07% of portfolio
|
Q3 2025
Added 42.15%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
2,488
shares
|
$327,296
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
2,469
shares
|
$324,796
0.23% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 14, 2025 Q3 2025 |
2,467
shares
|
$324,533
0.22% of portfolio
|
Q2 2023
Reduced 5.73%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
2,461
shares
|
$323,744
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
2,455
shares
|
$322,955
0.03% of portfolio
|
Q3 2025
Reduced 17.37%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
2,450
shares
|
$322,297
0.04% of portfolio
|
Q2 2024
Reduced 6.67%
|
|
|
Essex LLC
|
Oct 23, 2025 Q3 2025 |
2,450
shares
|
$322,297
0.07% of portfolio
|
Q2 2024
Added 4.26%
|
|
|
Jgp Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
2,430
shares
|
$319,666
0.03% of portfolio
|
Q4 2025
Added 34.11%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Nov 05, 2025 Q3 2025 |
2,425
shares
|
$319,008
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Lawson Kroeker Investment Management Inc
|
Oct 20, 2025 Q3 2025 |
2,402
shares
|
$315,983
0.06% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
2,402
shares
|
$315,983
0.05% of portfolio
|
Q3 2025
Added 21.62%
|
|