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 |
|---|---|---|---|---|---|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,604
shares
|
$211,006
0.1% of portfolio
|
Q2 2022
Reduced 12.11%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
1,600
shares
|
$210,480
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
1,590
shares
|
$209,164
0.01% of portfolio
|
Q3 2025
Added 28.95%
|
|
|
Berman Mc Aleer LLC
Timonium, MD |
Nov 03, 2025 Q3 2025 |
1,581
shares
|
$207,980
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
1,578
shares
|
$207,585
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
1,578
shares
|
$207,585
0.05% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
1,556
shares
|
$204,691
0.01% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
1,556
shares
|
$204,691
0.01% of portfolio
|
Q4 2025
Added 10.83%
|
|
|
Jb Global.Com LLC
New York, NY |
Jan 06, 2026 Q4 2025 |
1,550
shares
|
$203,902
0.27% of portfolio
|
Q4 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
1,542
shares
|
$202,850
0.03% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Jan 13, 2026 Q4 2025 |
1,542
shares
|
$202,850
0.07% of portfolio
|
Q4 2025
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
1,537
shares
|
$202,192
0.0% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 13, 2026 Q4 2025 |
1,499
shares
|
$197,193
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Jan 12, 2026 Q3 2025 |
1,479
shares
|
$194,562
0.1% of portfolio
|
Q3 2021
Reduced 6.33%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
1,465
shares
|
$192,720
0.01% of portfolio
|
Q2 2025
Reduced 51.68%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jan 12, 2026 Q4 2025 |
1,457
shares
|
$191,668
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
1,454
shares
|
$191,273
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Professional Advisory Services Inc
|
Jan 12, 2026 Q4 2025 |
1,450
shares
|
$190,747
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
1,450
shares
|
$190,747
0.02% of portfolio
|
Q2 2025
Reduced 3.46%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,435
shares
|
$188,774
0.03% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Piscataqua Savings Bank
|
Oct 28, 2025 Q3 2025 |
1,429
shares
|
$187,984
0.15% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Nov 14, 2025 Q3 2025 |
1,425
shares
|
$187,458
0.08% of portfolio
|
Q3 2025
Reduced 4.55%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
1,420
shares
|
$186,801
0.01% of portfolio
|
Q3 2025
Added 34.34%
|
|
|
Hills Bank & Trust CO
|
Nov 13, 2025 Q3 2025 |
1,412
shares
|
$185,748
0.01% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
1,376
shares
|
$181,012
0.01% of portfolio
|
Q3 2025
Added 1.18%
|
|