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 |
|---|---|---|---|---|---|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
900
shares
|
$118,395
0.02% of portfolio
|
Q2 2025
Reduced 18.18%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
899
shares
|
$118,263
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
872
shares
|
$114,711
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
855
shares
|
$112,475
0.03% of portfolio
|
Q2 2022
Reduced 3.93%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
832
shares
|
$109,449
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
822
shares
|
$108,134
0.01% of portfolio
|
Q3 2025
Added 6.06%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
821
shares
|
$108,002
0.1% of portfolio
|
Q3 2025
Reduced 8.88%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2025 Q3 2025 |
800
shares
|
$105,240
0.0% of portfolio
|
Q1 2023
Reduced 54.08%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
786
shares
|
$103,398
0.01% of portfolio
|
Q3 2025
Added 5.5%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
774
shares
|
$101,819
0.0% of portfolio
|
Q3 2025
Reduced 24.41%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
739
shares
|
$97,215
0.01% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
710
shares
|
$93,400
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
700
shares
|
$92,085
0.04% of portfolio
|
Q1 2021
Reduced 58.82%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
700
shares
|
$92,085
0.03% of portfolio
|
Q3 2024
Reduced 27.46%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Oct 28, 2025 Q3 2025 |
700
shares
|
$92,085
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
700
shares
|
$92,085
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Evelyn Partners Investment Management LLP
London, |
Nov 14, 2025 Q3 2025 |
700
shares
|
$92,085
0.0% of portfolio
|
Q3 2025
Added 56.25%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
696
shares
|
$91,558
0.02% of portfolio
|
Q3 2025
Reduced 15.12%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
695
shares
|
$91,427
0.01% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
674
shares
|
$88,664
0.01% of portfolio
|
Q3 2025
Added 7.84%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
667
shares
|
$87,743
0.04% of portfolio
|
Q3 2025
Added 4.71%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
660
shares
|
$86,823
0.03% of portfolio
|
Q3 2025
Added 2.96%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
657
shares
|
$86,428
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
650
shares
|
$85,507
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
640
shares
|
$84,192
0.01% of portfolio
|
Q1 2025
New holding
|
|