Institutional Ownership Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS). We have compiled data on the 1,599 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 |
|---|---|---|---|---|---|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
115,642
shares
|
$15.2 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
109,040
shares
|
$14.3 Million
1.11% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
107,084
shares
|
$14.1 Million
0.05% of portfolio
|
Q3 2025
Added 3.94%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
106,302
shares
|
$14 Million
0.0% of portfolio
|
Q3 2025
Added 121.16%
|
|
|
New York State Common Retirement Fund
|
Nov 03, 2025 Q3 2025 |
106,298
shares
|
$14 Million
0.02% of portfolio
|
Q3 2025
Added 3.66%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 20, 2025 Q3 2025 |
105,701
shares
|
$13.9 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.01%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
102,679
shares
|
$13.5 Million
0.03% of portfolio
|
Q3 2025
Added 5.05%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
101,506
shares
|
$13.4 Million
0.26% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Oct 29, 2025 Q3 2025 |
99,385
shares
|
$13.1 Million
0.0% of portfolio
|
Q3 2025
Added 33.42%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
95,924
shares
|
$12.6 Million
0.41% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
95,597
shares
|
$12.6 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 07, 2025 Q3 2025 |
93,934
shares
|
$12.4 Million
0.04% of portfolio
|
Q3 2025
Added 115.09%
|
|
|
American Assets Investment Management, LLC
|
Nov 05, 2025 Q3 2025 |
93,610
shares
|
$12.3 Million
0.9% of portfolio
|
Q1 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
91,913
shares
|
$12.1 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Euro Pacific Asset Management, LLC
Dorado, PR |
Oct 14, 2025 Q3 2025 |
91,767
shares
|
$12.1 Million
1.38% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Ethic Inc.
New York, NY |
Oct 17, 2025 Q3 2025 |
90,855
shares
|
$12 Million
0.2% of portfolio
|
Q3 2025
Added 11.69%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
89,840
shares
|
$11.8 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
89,476
shares
|
$11.8 Million
0.03% of portfolio
|
Q3 2025
Added 8.25%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
88,677
shares
|
$11.7 Million
0.72% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
88,478
shares
|
$11.6 Million
0.14% of portfolio
|
Q3 2025
Reduced 7.75%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 15, 2025 Q3 2025 |
88,277
shares
|
$11.6 Million
1.97% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
87,975
shares
|
$11.6 Million
0.36% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Bahl & Gaynor Inc
|
Nov 12, 2025 Q3 2025 |
87,431
shares
|
$11.5 Million
0.06% of portfolio
|
Q3 2025
Reduced 4.59%
|
|
|
Zevin Asset Management LLC
|
Nov 10, 2025 Q3 2025 |
87,207
shares
|
$11.5 Million
1.63% of portfolio
|
Q3 2025
Reduced 12.21%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Oct 30, 2025 Q3 2025 |
85,200
shares
|
$11.2 Million
0.41% of portfolio
|
Q3 2025
Added 15.6%
|
|