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 |
|---|---|---|---|---|---|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
2,250
shares
|
$295,987
0.05% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Wealth Dimensions Group, Ltd.
|
Oct 30, 2025 Q3 2025 |
2,240
shares
|
$294,672
0.06% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,239
shares
|
$294,540
0.04% of portfolio
|
Q3 2024
Reduced 3.66%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
2,236
shares
|
$294,145
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
2,233
shares
|
$293,751
0.06% of portfolio
|
Q2 2024
Reduced 32.5%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
2,231
shares
|
$293,488
0.01% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Paradigm Asset Management CO LLC
|
Nov 12, 2025 Q3 2025 |
2,228
shares
|
$293,093
0.1% of portfolio
|
Q4 2024
Reduced 4.3%
|
|
|
Dillon & Associates Inc
|
Oct 28, 2025 Q3 2025 |
2,227
shares
|
$292,961
0.04% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
2,227
shares
|
$292,961
0.01% of portfolio
|
Q3 2025
Reduced 37.2%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
2,227
shares
|
$292,961
0.02% of portfolio
|
Q3 2025
Reduced 3.97%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
2,219
shares
|
$291,909
0.06% of portfolio
|
Q2 2024
Added 0.23%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
2,214
shares
|
$291,251
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 21, 2025 Q3 2025 |
2,211
shares
|
$290,857
0.03% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
2,209
shares
|
$290,593
0.01% of portfolio
|
Q3 2025
Reduced 4.04%
|
|
|
Gimbal Financial
Carmel, IN |
Nov 04, 2025 Q3 2025 |
2,205
shares
|
$290,067
0.17% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Merrion Investment Management Co, LLC
|
Oct 15, 2025 Q3 2025 |
2,200
shares
|
$289,410
0.17% of portfolio
|
Q3 2025
Reduced 7.17%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
2,198
shares
|
$289,146
0.02% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
2,198
shares
|
$289,146
0.15% of portfolio
|
Q3 2024
Added 13.07%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
2,175
shares
|
$286,121
0.03% of portfolio
|
Q2 2024
Reduced 95.05%
|
|
|
180 Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
2,157
shares
|
$283,753
0.03% of portfolio
|
Q4 2025
Reduced 3.79%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
2,155
shares
|
$283,490
0.07% of portfolio
|
Q2 2025
Reduced 15.66%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
2,150
shares
|
$282,832
0.1% of portfolio
|
Q3 2025
Added 7.5%
|
|
|
Vanguard Capital Wealth Advisors
|
Oct 30, 2025 Q3 2025 |
2,150
shares
|
$282,832
0.23% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Rvw Wealth, LLC
|
Jan 09, 2026 Q4 2025 |
2,148
shares
|
$282,569
0.02% of portfolio
|
Q2 2025
Reduced 4.45%
|
|
|
Norden Group LLC
Provo, UT |
Jan 13, 2026 Q4 2025 |
2,148
shares
|
$282,569
0.03% of portfolio
|
Q4 2025
Added 5.04%
|
|