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 |
|---|---|---|---|---|---|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
245
shares
|
$32,229
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
233
shares
|
$30,651
0.0% of portfolio
|
Q1 2025
Added 366.0%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 30, 2025 Q3 2025 |
233
shares
|
$30,651
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
232
shares
|
$30,519
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
225
shares
|
$29,598
0.0% of portfolio
|
Q3 2025
Reduced 40.0%
|
|
|
Adirondack Trust CO
|
Oct 20, 2025 Q3 2025 |
220
shares
|
$28,941
0.01% of portfolio
|
Q3 2025
Reduced 3.51%
|
|
|
Nexus Investment Management Ulc
|
Oct 24, 2025 Q3 2025 |
220
shares
|
$28,941
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
215
shares
|
$28,283
0.02% of portfolio
|
Q2 2025
Reduced 5.7%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
210
shares
|
$27,625
0.0% of portfolio
|
Q3 2023
Added 110.0%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
210
shares
|
$27,625
0.01% of portfolio
|
Q1 2025
Reduced 13.93%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
207
shares
|
$27,230
0.0% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
207
shares
|
$27,230
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
200
shares
|
$26,310
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Close Asset Management LTD
|
Nov 12, 2025 Q3 2025 |
200
shares
|
$26,310
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
200
shares
|
$26,310
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
200
shares
|
$26,310
0.01% of portfolio
|
Q1 2024
Reduced 14.16%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
200
shares
|
$26,310
0.02% of portfolio
|
Q2 2025
Reduced 18.03%
|
|
|
Boyd Watterson Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
193
shares
|
$25,389
0.01% of portfolio
|
Q3 2025
Reduced 18.57%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
186
shares
|
$24,468
0.0% of portfolio
|
Q3 2025
Reduced 46.24%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Oct 07, 2025 Q3 2025 |
181
shares
|
$23,810
0.0% of portfolio
|
Q3 2024
Added 15.29%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 13, 2025 Q3 2025 |
180
shares
|
$23,679
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
178
shares
|
$23,415
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
175
shares
|
$23,021
0.01% of portfolio
|
Q3 2025
Reduced 12.5%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
173
shares
|
$22,758
0.01% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
173
shares
|
$22,758
0.1% of portfolio
|
Q3 2025
Reduced 53.62%
|
|