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 |
|---|---|---|---|---|---|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
41
shares
|
$5,393
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 12, 2025 Q3 2025 |
40
shares
|
$5,262
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
39
shares
|
$5,130
0.0% of portfolio
|
Q4 2024
Reduced 9.3%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
39
shares
|
$5,130
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
39
shares
|
$5,130
0.0% of portfolio
|
Q3 2025
Reduced 17.02%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
38
shares
|
$4,998
0.0% of portfolio
|
Q2 2022
Added 46.15%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
38
shares
|
$4,998
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
36
shares
|
$4,735
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
36
shares
|
$4,735
0.0% of portfolio
|
Q2 2025
Reduced 63.27%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
36
shares
|
$4,735
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
34
shares
|
$4,472
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Thompson Investment Management, Inc.
|
Oct 17, 2025 Q3 2025 |
31
shares
|
$4,078
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
29
shares
|
$3,814
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
26
shares
|
$3,420
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
26
shares
|
$3,420
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
25
shares
|
$3,288
0.0% of portfolio
|
Q3 2025
Added 19.05%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
25
shares
|
$3,288
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
24
shares
|
$3,157
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
23
shares
|
$3,025
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
22
shares
|
$2,894
0.0% of portfolio
|
Q2 2024
Reduced 82.11%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
21
shares
|
$2,762
0.0% of portfolio
|
Q2 2025
Added 5.0%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Nov 18, 2025 Q3 2025 |
21
shares
|
$2,762
0.0% of portfolio
|
Q3 2025
Reduced 97.9%
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
20
shares
|
$2,631
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 02, 2025 Q3 2025 |
20
shares
|
$2,631
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hartford Financial Management Inc.
|
Oct 27, 2025 Q3 2025 |
19
shares
|
$2,499
0.0% of portfolio
|
Q4 2023
Added 18.75%
|
|