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 |
|---|---|---|---|---|---|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
100
shares
|
$13,155
0.0% of portfolio
|
Q2 2024
Reduced 0.99%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
100
shares
|
$13,155
0.0% of portfolio
|
Q1 2022
Reduced 71.26%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
100
shares
|
$13,155
0.0% of portfolio
|
Q4 2021
Reduced 71.26%
|
|
|
Horrell Capital Management, Inc.
|
Nov 07, 2025 Q3 2025 |
100
shares
|
$13,155
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
100
shares
|
$13,155
0.0% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
100
shares
|
$13,155
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
100
shares
|
$13,155
0.0% of portfolio
|
Q3 2025
Reduced 47.09%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 17, 2025 Q3 2025 |
100
shares
|
$13,155
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Community Trust Na
|
Oct 07, 2025 Q3 2025 |
98
shares
|
$12,891
0.01% of portfolio
|
Q4 2023
Reduced 13.27%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
98
shares
|
$12,891
0.01% of portfolio
|
Q1 2025
Reduced 51.49%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
96
shares
|
$12,628
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Access Investment Management LLC
Atlanta, GA |
Nov 04, 2025 Q3 2025 |
93
shares
|
$12,234
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
91
shares
|
$11,971
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
91
shares
|
$11,971
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
90
shares
|
$11,839
0.0% of portfolio
|
Q4 2024
Reduced 26.83%
|
|
|
Aventus Investment Advisors, Inc.
Naples, FL |
Oct 24, 2025 Q3 2025 |
90
shares
|
$11,839
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
87
shares
|
$11,444
0.01% of portfolio
|
Q3 2025
Added 52.63%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Nov 10, 2025 Q3 2025 |
86
shares
|
$11,313
0.01% of portfolio
|
Q3 2025
Reduced 25.22%
|
|
|
Old Second National Bank Of Aurora
|
Oct 22, 2025 Q3 2025 |
84
shares
|
$11,050
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Nov 05, 2025 Q3 2025 |
84
shares
|
$11,050
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
83
shares
|
$10,918
0.0% of portfolio
|
Q2 2025
Reduced 45.39%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
80
shares
|
$10,524
0.0% of portfolio
|
Q4 2023
Reduced 98.41%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
79
shares
|
$10,392
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
78
shares
|
$10,260
0.0% of portfolio
|
Q3 2025
Added 18.18%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
75
shares
|
$9,866
0.0% of portfolio
|
Q3 2023
New holding
|
|