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 |
|---|---|---|---|---|---|
|
Park Place Capital Corp
Birmingham, AL |
Jan 09, 2026 Q4 2025 |
187
shares
|
$24,599
0.01% of portfolio
|
Q4 2025
Added 23.03%
|
|
|
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%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
170
shares
|
$22,363
0.01% of portfolio
|
Q1 2025
Added 13.33%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
165
shares
|
$21,705
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
162
shares
|
$21,311
0.0% of portfolio
|
Q2 2025
Reduced 28.0%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Oct 07, 2025 Q3 2025 |
162
shares
|
$21,311
0.01% of portfolio
|
Q3 2025
Reduced 7.43%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
161
shares
|
$21,179
0.01% of portfolio
|
Q4 2022
Reduced 19.5%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
160
shares
|
$21,048
0.02% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Canton Hathaway, LLC
|
Oct 23, 2025 Q3 2025 |
159
shares
|
$20,916
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
152
shares
|
$19,995
0.0% of portfolio
|
Q3 2025
Added 12.59%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
150
shares
|
$19,732
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
Nov 14, 2025 Q3 2025 |
150
shares
|
$19,732
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
148
shares
|
$19,469
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
146
shares
|
$19,206
0.0% of portfolio
|
Q3 2025
Reduced 18.44%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
142
shares
|
$18,680
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
133
shares
|
$17,496
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
133
shares
|
$17,496
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
128
shares
|
$16,838
0.01% of portfolio
|
Q4 2024
Reduced 73.39%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
124
shares
|
$16,312
0.0% of portfolio
|
Q3 2025
New holding
|
|