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 |
|---|---|---|---|---|---|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
1,366
shares
|
$179,697
0.11% of portfolio
|
Q4 2018
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
1,342
shares
|
$176,540
0.04% of portfolio
|
Q3 2025
Added 2.68%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
1,296
shares
|
$170,488
0.05% of portfolio
|
Q3 2025
Reduced 3.71%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
1,295
shares
|
$170,357
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
1,288
shares
|
$169,436
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
1,287
shares
|
$169,304
0.02% of portfolio
|
Q3 2025
Reduced 19.36%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
1,285
shares
|
$169,041
0.0% of portfolio
|
Q3 2025
Reduced 19.44%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 12, 2025 Q3 2025 |
1,259
shares
|
$165,621
0.04% of portfolio
|
Q1 2021
Reduced 6.25%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
1,249
shares
|
$164,305
0.01% of portfolio
|
Q1 2025
Reduced 16.79%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
1,212
shares
|
$159,438
0.0% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
1,200
shares
|
$157,860
0.11% of portfolio
|
Q4 2020
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
1,164
shares
|
$153,124
0.02% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
1,155
shares
|
$151,940
0.01% of portfolio
|
Q3 2025
Reduced 17.97%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
1,106
shares
|
$145,494
0.11% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
1,094
shares
|
$143,915
0.01% of portfolio
|
Q1 2025
Reduced 5.93%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,055
shares
|
$138,785
0.08% of portfolio
|
Q1 2024
Added 5.39%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 04, 2025 Q3 2025 |
1,052
shares
|
$138,390
0.02% of portfolio
|
Q3 2025
Reduced 4.54%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
1,009
shares
|
$132,733
0.02% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
995
shares
|
$130,892
0.03% of portfolio
|
Q3 2025
Reduced 5.69%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
990
shares
|
$130,234
0.05% of portfolio
|
Q3 2025
Added 16400.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
982
shares
|
$129,182
0.01% of portfolio
|
Q2 2025
Added 1.87%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Nov 03, 2025 Q3 2025 |
977
shares
|
$128,524
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
974
shares
|
$128,129
0.03% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
950
shares
|
$124,972
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
925
shares
|
$121,683
0.02% of portfolio
|
Q4 2021
New holding
|
|