Institutional Ownership Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS). We have compiled data on the 1,600 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 |
|---|---|---|---|---|---|
|
Oak Associates LTD
Akron, OH |
Nov 12, 2025 Q3 2025 |
155,859
shares
|
$20.5 Million
1.22% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
154,547
shares
|
$20.3 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
154,149
shares
|
$20.3 Million
0.04% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
152,462
shares
|
$20.1 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.92%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
151,046
shares
|
$19.9 Million
0.25% of portfolio
|
Q4 2023
Reduced 1.31%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
143,327
shares
|
$18.9 Million
0.98% of portfolio
|
Q4 2022
Reduced 1.42%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
140,374
shares
|
$18.5 Million
1.35% of portfolio
|
Q3 2025
Added 2.86%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
138,859
shares
|
$18.3 Million
0.09% of portfolio
|
Q3 2025
Added 265.61%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Nov 05, 2025 Q3 2025 |
136,470
shares
|
$18 Million
3.41% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
136,371
shares
|
$17.9 Million
0.03% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Tekla Capital Management LLC
|
Aug 10, 2023 Q2 2023 |
136,225
shares
|
$17.9 Million
0.54% of portfolio
|
Q1 2021
Reduced 5.74%
|
|
|
Coleford Investment Management Ltd.
Toronto, Ontario, Z4 |
Nov 06, 2025 Q3 2025 |
136,050
shares
|
$17.9 Million
4.19% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
135,959
shares
|
$17.9 Million
0.01% of portfolio
|
Q3 2025
Added 84.95%
|
|
|
Gw Henssler & Associates LTD
|
Jul 25, 2025 Q2 2025 |
135,406
shares
|
$17.8 Million
0.91% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Wilkins Investment Counsel Inc
|
Oct 30, 2025 Q3 2025 |
133,977
shares
|
$17.6 Million
2.48% of portfolio
|
Q3 2025
Reduced 3.9%
|
|
|
Parkwood LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
132,966
shares
|
$17.5 Million
1.55% of portfolio
|
Q3 2025
Reduced 41.5%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
132,536
shares
|
$17.4 Million
0.18% of portfolio
|
Q3 2025
Added 5.51%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
131,857
shares
|
$17.3 Million
0.55% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
128,413
shares
|
$16.9 Million
0.04% of portfolio
|
Q3 2023
Reduced 9.41%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
125,534
shares
|
$16.5 Million
0.2% of portfolio
|
Q3 2025
Reduced 34.49%
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Oct 30, 2025 Q3 2025 |
124,236
shares
|
$16.3 Million
0.89% of portfolio
|
Q3 2025
Reduced 10.35%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
121,739
shares
|
$16 Million
0.01% of portfolio
|
Q3 2025
Added 5.59%
|
|
|
Capital Wealth Planning, LLC
|
Nov 13, 2025 Q3 2025 |
118,905
shares
|
$15.6 Million
0.11% of portfolio
|
Q3 2025
Added 31.55%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
116,717
shares
|
$15.4 Million
0.1% of portfolio
|
Q3 2025
Added 9.45%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 13, 2025 Q3 2025 |
115,902
shares
|
$15.2 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.35%
|
|