Institutional Ownership Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS). We have compiled data on the 1,603 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 |
|---|---|---|---|---|---|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Oct 21, 2025 Q3 2025 |
464
shares
|
$61,039
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
462
shares
|
$60,776
0.05% of portfolio
|
Q3 2025
Added 25.2%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
459
shares
|
$60,381
0.02% of portfolio
|
Q2 2025
Reduced 17.15%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
457
shares
|
$60,118
0.01% of portfolio
|
Q3 2025
Added 1804.17%
|
|
|
United Financial Planning Group LLC
Hauppauge, NY |
Nov 13, 2025 Q3 2025 |
450
shares
|
$59,197
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
449
shares
|
$59,065
0.0% of portfolio
|
Q3 2025
Reduced 7.8%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
447
shares
|
$58,802
0.01% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
444
shares
|
$58,408
0.02% of portfolio
|
Q2 2024
Reduced 33.53%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
441
shares
|
$58,013
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
432
shares
|
$56,829
0.0% of portfolio
|
Q3 2022
Reduced 31.21%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
425
shares
|
$55,908
0.01% of portfolio
|
Q1 2023
Added 44.71%
|
|
|
Maseco LLP
London, |
Nov 12, 2025 Q3 2025 |
423
shares
|
$55,645
0.0% of portfolio
|
Q3 2025
Added 41.95%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
405
shares
|
$53,277
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
400
shares
|
$52,620
0.01% of portfolio
|
Q1 2024
Added 57.48%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
400
shares
|
$52,620
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
392
shares
|
$51,567
0.0% of portfolio
|
Q3 2025
Reduced 34.45%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
375
shares
|
$49,331
0.01% of portfolio
|
Q3 2023
Added 36.36%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 14, 2025 Q3 2025 |
375
shares
|
$49,331
0.0% of portfolio
|
Q3 2025
Added 17.19%
|
|
|
Broadwater Capital Management LLC
Boston, MA |
Oct 30, 2025 Q3 2025 |
370
shares
|
$48,673
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
365
shares
|
$48,015
0.01% of portfolio
|
Q2 2025
Reduced 21.51%
|
|
|
Belvedere Trading LLC
|
Oct 27, 2025 Q3 2025 |
363
shares
|
$47,752
0.0% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
354
shares
|
$46,568
0.01% of portfolio
|
Q3 2025
Reduced 25.63%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
352
shares
|
$46,305
0.0% of portfolio
|
Q4 2023
Added 13.55%
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
352
shares
|
$46,305
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
350
shares
|
$46,042
0.02% of portfolio
|
Q1 2023
New holding
|
|