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 |
|---|---|---|---|---|---|
|
Capital Advisors Inc
|
Oct 21, 2025 Q3 2025 |
2,027
shares
|
$266,651
0.0% of portfolio
|
Q3 2025
Added 4.27%
|
|
|
Cornerstone Advisory, LLC
|
Nov 07, 2025 Q3 2025 |
2,025
shares
|
$266,388
0.03% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
2,017
shares
|
$265,336
0.01% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
2,013
shares
|
$264,810
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
2,006
shares
|
$263,889
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 13, 2025 Q3 2025 |
2,000
shares
|
$263,100
0.0% of portfolio
|
Q2 2025
Added 12.99%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Oct 22, 2025 Q3 2025 |
2,000
shares
|
$263,100
0.05% of portfolio
|
Q1 2025
Reduced 10.11%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 13, 2025 Q3 2025 |
2,000
shares
|
$263,100
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
1,998
shares
|
$262,836
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
1,995
shares
|
$262,442
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Equitable Trust CO
|
Nov 10, 2025 Q3 2025 |
1,991
shares
|
$261,916
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
1,991
shares
|
$261,916
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
1,989
shares
|
$261,652
0.02% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
1,988
shares
|
$261,521
0.1% of portfolio
|
Q3 2025
Added 4.3%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 07, 2026 Q4 2025 |
1,986
shares
|
$261,258
0.1% of portfolio
|
Q4 2025
New holding
|
|
|
Pacifica Partners Inc.
|
Jan 08, 2026 Q4 2025 |
1,984
shares
|
$260,995
0.13% of portfolio
|
Q1 2025
Reduced 18.72%
|
|
|
Plimoth Trust CO LLC
|
Oct 17, 2025 Q3 2025 |
1,967
shares
|
$258,758
0.06% of portfolio
|
Q3 2025
Reduced 4.84%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Nov 05, 2025 Q3 2025 |
1,963
shares
|
$258,232
0.07% of portfolio
|
Q3 2025
Reduced 33.88%
|
|
|
Hall Capital Management CO Inc
|
Nov 12, 2025 Q3 2025 |
1,960
shares
|
$257,838
0.1% of portfolio
|
Q3 2025
Reduced 16.77%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
1,959
shares
|
$257,706
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
1,956
shares
|
$257,311
0.0% of portfolio
|
Q3 2025
Added 10.82%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
1,956
shares
|
$257,311
0.01% of portfolio
|
Q3 2025
Reduced 26.27%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
1,951
shares
|
$256,654
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 07, 2025 Q3 2025 |
1,946
shares
|
$255,996
0.02% of portfolio
|
Q3 2025
Reduced 11.38%
|
|
|
Barry Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
1,940
shares
|
$255,207
0.06% of portfolio
|
Q3 2025
Reduced 8.06%
|
|