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 |
|---|---|---|---|---|---|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Nov 06, 2025 Q3 2025 |
612
shares
|
$80,508
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
607
shares
|
$79,850
0.05% of portfolio
|
Q3 2025
Added 35.79%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
605
shares
|
$79,587
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Nov 13, 2025 Q3 2025 |
603
shares
|
$79,324
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 05, 2026 Q4 2025 |
600
shares
|
$78,930
0.0% of portfolio
|
Q4 2025
Added 113.52%
|
|
|
First Financial Corp
|
Jan 13, 2026 Q4 2025 |
599
shares
|
$78,798
0.03% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
590
shares
|
$77,614
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
584
shares
|
$76,825
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
563
shares
|
$74,062
0.0% of portfolio
|
Q3 2025
Reduced 46.94%
|
|
|
Tompkins Financial Corp
|
Jan 08, 2026 Q4 2025 |
560
shares
|
$73,668
0.01% of portfolio
|
Q3 2025
Reduced 69.06%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
552
shares
|
$72,615
0.01% of portfolio
|
Q4 2024
Reduced 44.35%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
549
shares
|
$72,220
0.0% of portfolio
|
Q4 2024
Reduced 22.57%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
544
shares
|
$71,563
0.01% of portfolio
|
Q2 2024
Added 0.55%
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
543
shares
|
$71,431
0.02% of portfolio
|
Q3 2025
Added 8.6%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
536
shares
|
$70,510
0.01% of portfolio
|
Q3 2025
Added 4.48%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
535
shares
|
$70,379
0.0% of portfolio
|
Q2 2023
Added 1.9%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Oct 31, 2025 Q3 2025 |
535
shares
|
$70,379
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
533
shares
|
$70,116
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
533
shares
|
$70,116
0.01% of portfolio
|
Q3 2025
Reduced 17.75%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
530
shares
|
$69,721
0.03% of portfolio
|
Q4 2023
Added 23.26%
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
525
shares
|
$69,063
0.03% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Nov 17, 2025 Q3 2025 |
525
shares
|
$69,063
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
505
shares
|
$66,432
0.04% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
500
shares
|
$65,775
0.02% of portfolio
|
Q1 2024
Reduced 23.08%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
500
shares
|
$65,775
0.03% of portfolio
|
Q2 2025
Reduced 3.85%
|
|