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 |
|---|---|---|---|---|---|
|
Farmers National Bank
Danville, KY |
Dec 15, 2025 Q3 2025 |
2,145
shares
|
$282,174
0.07% of portfolio
|
Q2 2025
Reduced 4.45%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
2,140
shares
|
$281,517
0.03% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
Boston Trust Walden Corp
|
Oct 17, 2025 Q3 2025 |
2,140
shares
|
$281,517
0.0% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
Nov 12, 2025 Q3 2025 |
2,140
shares
|
$281,517
0.02% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
2,136
shares
|
$280,990
0.04% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
Nov 06, 2025 Q3 2025 |
2,134
shares
|
$280,727
0.27% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
2,133
shares
|
$280,596
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Oct 24, 2025 Q3 2025 |
2,130
shares
|
$280,201
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Nov 03, 2025 Q3 2025 |
2,127
shares
|
$279,806
0.19% of portfolio
|
Q3 2025
Reduced 6.87%
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
2,126
shares
|
$279,675
0.05% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Cambiar Investors LLC
|
Nov 03, 2025 Q3 2025 |
2,114
shares
|
$278,096
0.01% of portfolio
|
Q3 2025
Reduced 8.21%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
2,101
shares
|
$276,386
0.01% of portfolio
|
Q3 2025
Reduced 20.05%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
2,101
shares
|
$276,386
0.0% of portfolio
|
Q3 2025
Reduced 10.63%
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Oct 09, 2025 Q3 2025 |
2,080
shares
|
$273,624
1.07% of portfolio
|
Q3 2025
Reduced 7.84%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
2,070
shares
|
$272,308
0.02% of portfolio
|
Q3 2025
Added 5.29%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 07, 2025 Q3 2025 |
2,067
shares
|
$271,913
0.06% of portfolio
|
Q3 2025
Added 7.27%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Oct 28, 2025 Q3 2025 |
2,062
shares
|
$271,256
0.01% of portfolio
|
Q2 2025
Added 4.41%
|
|
|
Elk River Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
2,060
shares
|
$270,993
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 09, 2026 Q4 2025 |
2,055
shares
|
$270,335
0.01% of portfolio
|
Q4 2025
Added 4.31%
|
|
|
Causeway Capital Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
2,054
shares
|
$270,203
0.0% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
F
|
Nov 13, 2025 Q3 2025 |
2,050
shares
|
$269,677
0.01% of portfolio
|
Q2 2025
Reduced 4.65%
|
|
|
Hudson Capital Management LLC
|
Oct 21, 2025 Q3 2025 |
2,048
shares
|
$269,414
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Peak6 LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
2,042
shares
|
$268,625
0.0% of portfolio
|
Q3 2025
Reduced 86.84%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
2,040
shares
|
$268,362
0.01% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
M. Kulyk & Associates, LLC
|
Jan 08, 2026 Q4 2025 |
2,036
shares
|
$267,835
0.06% of portfolio
|
Q4 2025
Added 2.83%
|
|