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 |
|---|---|---|---|---|---|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Nov 04, 2025 Q3 2025 |
1,931
shares
|
$254,023
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
1,931
shares
|
$254,023
0.15% of portfolio
|
Q3 2025
Added 9.16%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
1,929
shares
|
$253,759
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Hummer Financial Advisory Services Inc
|
Jan 12, 2026 Q4 2025 |
1,926
shares
|
$253,365
0.19% of portfolio
|
Q4 2025
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
1,926
shares
|
$253,365
0.1% of portfolio
|
Q3 2025
Added 34.12%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
1,924
shares
|
$253,102
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
1,913
shares
|
$251,655
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Oct 24, 2025 Q3 2025 |
1,913
shares
|
$251,655
0.1% of portfolio
|
Q3 2025
Reduced 7.27%
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
1,910
shares
|
$251,260
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
1,906
shares
|
$250,734
0.03% of portfolio
|
Q3 2025
Added 17.08%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
1,906
shares
|
$250,734
0.1% of portfolio
|
Q2 2024
Reduced 4.37%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
1,903
shares
|
$250,339
0.01% of portfolio
|
Q3 2025
Reduced 6.85%
|
|
|
South Street Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,900
shares
|
$249,945
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
1,894
shares
|
$249,155
0.04% of portfolio
|
Q3 2025
Reduced 67.68%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
1,880
shares
|
$247,314
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
1,877
shares
|
$246,919
0.04% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
1,873
shares
|
$246,393
0.02% of portfolio
|
Q3 2025
Added 87.11%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Nov 07, 2025 Q3 2025 |
1,872
shares
|
$246,261
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
1,851
shares
|
$243,499
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Rockland Trust CO
|
Nov 06, 2025 Q3 2025 |
1,850
shares
|
$243,367
0.01% of portfolio
|
Q2 2025
Reduced 7.45%
|
|
|
Capital Advantage, Inc.
|
Jan 07, 2026 Q4 2025 |
1,846
shares
|
$242,841
0.04% of portfolio
|
Q4 2025
Added 5.07%
|
|
|
Excalibur Management Corp
|
Nov 07, 2025 Q3 2025 |
1,828
shares
|
$240,473
0.09% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Nov 05, 2025 Q3 2025 |
1,825
shares
|
$240,078
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Nov 13, 2025 Q3 2025 |
1,822
shares
|
$239,684
0.1% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Nov 13, 2025 Q3 2025 |
1,822
shares
|
$239,684
0.04% of portfolio
|
Q3 2025
New holding
|
|