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 |
|---|---|---|---|---|---|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
84,707
shares
|
$11.1 Million
0.15% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Investment House LLC
Las Vegas, NV |
Oct 31, 2025 Q3 2025 |
82,017
shares
|
$10.8 Million
0.52% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Nov 14, 2025 Q3 2025 |
81,871
shares
|
$10.8 Million
0.49% of portfolio
|
Q3 2025
Added 11.15%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
80,960
shares
|
$10.7 Million
0.08% of portfolio
|
Q3 2025
Added 5.9%
|
|
|
Eldred Rock Partners, LLC
San Antonio, TX |
Oct 16, 2025 Q3 2025 |
80,882
shares
|
$10.6 Million
2.97% of portfolio
|
Q3 2025
Added 12.2%
|
|
|
Live Oak Private Wealth LLC
|
Oct 17, 2025 Q3 2025 |
77,080
shares
|
$10.1 Million
1.43% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Gabelli Funds LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
76,900
shares
|
$10.1 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.15%
|
|
|
Cohen Capital Management, Inc.
|
Oct 22, 2025 Q3 2025 |
76,613
shares
|
$10.1 Million
1.56% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
Nov 20, 2025 Q3 2025 |
76,054
shares
|
$10 Million
0.88% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 10, 2025 Q3 2025 |
75,602
shares
|
$9.95 Million
0.34% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Victory Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
75,464
shares
|
$9.93 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.38%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
75,340
shares
|
$9.91 Million
0.09% of portfolio
|
Q2 2025
Added 52.72%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Nov 05, 2025 Q3 2025 |
74,429
shares
|
$9.79 Million
2.24% of portfolio
|
Q3 2025
Reduced 5.68%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
74,082
shares
|
$9.75 Million
0.0% of portfolio
|
Q3 2025
Added 2.93%
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
Oct 23, 2025 Q3 2025 |
73,979
shares
|
$9.73 Million
2.4% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
72,639
shares
|
$9.56 Million
0.05% of portfolio
|
Q3 2025
Added 6.38%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
72,604
shares
|
$9.55 Million
0.01% of portfolio
|
Q3 2025
Added 217.14%
|
|
|
Camden National Bank
Camden, ME |
Nov 06, 2025 Q3 2025 |
70,622
shares
|
$9.29 Million
1.3% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
69,492
shares
|
$9.14 Million
0.02% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
69,390
shares
|
$9.13 Million
0.04% of portfolio
|
Q3 2025
Added 133.54%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
67,377
shares
|
$8.86 Million
0.09% of portfolio
|
Q3 2025
Added 3.92%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
65,726
shares
|
$8.65 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
64,760
shares
|
$8.52 Million
0.22% of portfolio
|
Q3 2025
Added 27.66%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
64,498
shares
|
$8.48 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
Mengis Capital Management, Inc.
|
Nov 12, 2025 Q3 2025 |
63,998
shares
|
$8.42 Million
1.67% of portfolio
|
Q3 2025
Reduced 0.75%
|
|