Institutional Ownership Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS). We have compiled data on the 1,607 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 |
|---|---|---|---|---|---|
|
Moody National Bank Trust Division
|
Jan 12, 2026 Q4 2025 |
1,819
shares
|
$239,289
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Traynor Capital Management, Inc.
|
Jan 12, 2026 Q4 2025 |
1,817
shares
|
$239,026
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
1,816
shares
|
$238,894
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Private Wealth Partners, LLC
|
Nov 03, 2025 Q3 2025 |
1,812
shares
|
$238,368
0.02% of portfolio
|
Q3 2025
Reduced 21.63%
|
|
|
Fulcrum Equity Management
|
Jan 06, 2026 Q4 2025 |
1,805
shares
|
$237,447
0.23% of portfolio
|
Q4 2025
Added 3.2%
|
|
|
Employees Retirement System Of Texas
|
Nov 13, 2025 Q3 2025 |
1,794
shares
|
$236,000
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First County Bank /Ct/
Stamford, CT |
Oct 08, 2025 Q3 2025 |
1,794
shares
|
$236,000
0.12% of portfolio
|
Q3 2025
Added 4.36%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
1,786
shares
|
$234,948
0.02% of portfolio
|
Q3 2025
Reduced 55.37%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Nov 07, 2025 Q3 2025 |
1,783
shares
|
$234,553
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
1,774
shares
|
$233,369
0.06% of portfolio
|
Q3 2024
Added 47.83%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
1,768
shares
|
$232,580
0.05% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Oct 22, 2025 Q3 2025 |
1,768
shares
|
$232,580
0.2% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Nov 12, 2025 Q3 2025 |
1,766
shares
|
$232,317
0.03% of portfolio
|
Q3 2025
Reduced 11.3%
|
|
|
Blue Fin Capital, Inc.
|
Nov 21, 2025 Q3 2025 |
1,763
shares
|
$231,922
0.04% of portfolio
|
Q3 2025
Reduced 14.25%
|
|
|
Peoples Financial Services Corp.
|
Oct 28, 2025 Q3 2025 |
1,755
shares
|
$230,870
0.1% of portfolio
|
Q2 2025
Reduced 15.79%
|
|
|
Marietta Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
1,753
shares
|
$230,607
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 17, 2025 Q3 2025 |
1,751
shares
|
$230,344
0.03% of portfolio
|
Q3 2025
Added 5.99%
|
|
|
Round Rock Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
1,750
shares
|
$230,212
0.04% of portfolio
|
Q3 2025
Reduced 66.67%
|
|
|
Goepper Burkhardt LLC
|
Nov 14, 2025 Q3 2025 |
1,750
shares
|
$230,212
0.08% of portfolio
|
Q2 2025
Reduced 10.26%
|
|
|
Jackson Thornton Asset Management, LLC
|
Oct 29, 2025 Q3 2025 |
1,747
shares
|
$229,817
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,747
shares
|
$229,817
0.04% of portfolio
|
Q2 2024
Added 11.34%
|
|
|
Independence Wealth Advisors, LLC
Independence, OH |
Jan 08, 2026 Q4 2025 |
1,738
shares
|
$228,633
0.13% of portfolio
|
Q4 2025
New holding
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 17, 2025 Q3 2025 |
1,734
shares
|
$228,107
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Summitry LLC
Foster City, CA |
Nov 07, 2025 Q3 2025 |
1,730
shares
|
$227,581
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
1,730
shares
|
$227,581
0.01% of portfolio
|
Q3 2025
Reduced 0.75%
|
|