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 |
|---|---|---|---|---|---|
|
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 |
Jan 08, 2026 Q4 2025 |
350
shares
|
$46,042
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
342
shares
|
$44,990
0.0% of portfolio
|
Q3 2025
Added 47.41%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
334
shares
|
$43,937
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
328
shares
|
$43,148
0.0% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
324
shares
|
$42,622
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
322
shares
|
$42,359
0.01% of portfolio
|
Q1 2023
Added 0.31%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
310
shares
|
$40,780
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
300
shares
|
$39,465
0.0% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Nov 12, 2025 Q3 2025 |
300
shares
|
$39,465
0.01% of portfolio
|
Q2 2025
Reduced 19.35%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Oct 21, 2025 Q3 2025 |
300
shares
|
$39,465
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Bridge, LLC
|
Nov 12, 2025 Q3 2025 |
292
shares
|
$38,412
0.02% of portfolio
|
Q4 2021
Reduced 13.86%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
292
shares
|
$38,412
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
281
shares
|
$36,965
0.0% of portfolio
|
Q3 2025
Added 11.95%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
281
shares
|
$36,965
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 07, 2026 Q4 2025 |
277
shares
|
$36,439
0.02% of portfolio
|
Q3 2025
Added 17.87%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Nov 13, 2025 Q3 2025 |
271
shares
|
$35,650
0.02% of portfolio
|
Q3 2025
Added 38.97%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
267
shares
|
$35,123
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
264
shares
|
$34,729
0.0% of portfolio
|
Q2 2025
Added 66.04%
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
259
shares
|
$34,071
0.01% of portfolio
|
Q3 2025
New holding
|
|