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 |
|---|---|---|---|---|---|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
1,726
shares
|
$227,055
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Anchor Capital Advisors LLC
|
Oct 30, 2025 Q3 2025 |
1,718
shares
|
$226,002
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mattern Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
1,709
shares
|
$224,818
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Ellsworth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
1,695
shares
|
$222,977
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Nov 04, 2025 Q3 2025 |
1,695
shares
|
$222,977
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
1,690
shares
|
$222,319
0.02% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jan 08, 2026 Q4 2025 |
1,689
shares
|
$222,187
0.2% of portfolio
|
Q4 2025
Added 1.44%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
1,685
shares
|
$221,661
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
1,685
shares
|
$221,661
0.48% of portfolio
|
Q2 2022
New holding
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
1,684
shares
|
$221,530
0.01% of portfolio
|
Q2 2025
Reduced 10.62%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
1,681
shares
|
$221,135
0.15% of portfolio
|
Q2 2025
Added 8.38%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 06, 2025 Q3 2025 |
1,675
shares
|
$220,346
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
1,671
shares
|
$219,820
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 18, 2025 Q3 2025 |
1,668
shares
|
$219,425
0.01% of portfolio
|
Q3 2025
Reduced 33.09%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
1,650
shares
|
$217,057
0.02% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
1,646
shares
|
$216,531
0.01% of portfolio
|
Q4 2025
Added 0.67%
|
|
|
Capital Performance Advisors LLP
|
Oct 22, 2025 Q3 2025 |
1,645
shares
|
$216,399
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Ledyard National Bank
|
Nov 05, 2025 Q3 2025 |
1,641
shares
|
$215,873
0.02% of portfolio
|
Q3 2025
Reduced 6.12%
|
|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
1,638
shares
|
$215,478
0.06% of portfolio
|
Q3 2025
Reduced 10.49%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
1,637
shares
|
$215,347
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Nov 10, 2025 Q3 2025 |
1,636
shares
|
$215,215
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
1,628
shares
|
$214,163
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
1,620
shares
|
$213,111
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
1,619
shares
|
$212,979
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
1,616
shares
|
$212,584
0.03% of portfolio
|
Q3 2025
Reduced 13.91%
|
|