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 |
|---|---|---|---|---|---|
|
Argyle Capital Management Inc.
|
Oct 27, 2025 Q3 2025 |
2,375
shares
|
$312,431
0.11% of portfolio
|
Q4 2023
Reduced 40.25%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Oct 30, 2025 Q3 2025 |
2,372
shares
|
$312,036
0.09% of portfolio
|
Q4 2024
Added 20.28%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
2,371
shares
|
$311,905
0.01% of portfolio
|
Q3 2025
Added 21.47%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Oct 15, 2025 Q3 2025 |
2,367
shares
|
$311,378
0.16% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Clear Street Markets LLC
|
Nov 13, 2025 Q3 2025 |
2,365
shares
|
$311,115
0.11% of portfolio
|
Q3 2025
Added 344.55%
|
|
|
Horizon Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
2,354
shares
|
$309,668
0.06% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
2,345
shares
|
$308,484
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
2,343
shares
|
$308,221
0.02% of portfolio
|
Q3 2025
Reduced 8.65%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 14, 2025 Q3 2025 |
2,340
shares
|
$307,827
0.06% of portfolio
|
Q3 2025
Reduced 13.33%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
2,340
shares
|
$307,827
0.09% of portfolio
|
Q3 2025
Added 15.84%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Oct 14, 2025 Q3 2025 |
2,339
shares
|
$307,695
0.11% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Oct 31, 2025 Q3 2025 |
2,335
shares
|
$307,169
0.09% of portfolio
|
Q2 2024
Reduced 3.71%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
2,329
shares
|
$306,379
0.12% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
2,319
shares
|
$305,064
0.11% of portfolio
|
Q2 2025
Reduced 19.42%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
2,315
shares
|
$304,538
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
2,304
shares
|
$303,091
0.02% of portfolio
|
Q2 2023
Added 3.83%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
2,300
shares
|
$302,565
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Kendall Capital Management
|
Nov 13, 2025 Q3 2025 |
2,295
shares
|
$301,907
0.07% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
2,290
shares
|
$301,249
0.01% of portfolio
|
Q3 2025
Added 13.37%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 12, 2025 Q3 2025 |
2,290
shares
|
$301,249
0.06% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2025 Q3 2025 |
2,282
shares
|
$300,197
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Blue Barn Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
2,277
shares
|
$299,539
0.13% of portfolio
|
Q3 2025
Added 4.21%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
Nov 05, 2025 Q3 2025 |
2,275
shares
|
$299,276
0.29% of portfolio
|
Q3 2025
Reduced 18.02%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
2,272
shares
|
$298,881
0.03% of portfolio
|
Q3 2025
Added 16.63%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Nov 03, 2025 Q3 2025 |
2,259
shares
|
$297,171
0.06% of portfolio
|
Q3 2023
New holding
|
|