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 |
|---|---|---|---|---|---|
|
Cardinal Capital Management
|
Oct 23, 2025 Q3 2025 |
49,561
shares
|
$6.52 Million
0.9% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
49,020
shares
|
$6.45 Million
0.24% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
48,940
shares
|
$6.44 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
48,661
shares
|
$6.4 Million
0.14% of portfolio
|
Q4 2023
Added 8.22%
|
|
|
Smithbridge Asset Management Inc
|
Oct 29, 2025 Q3 2025 |
48,515
shares
|
$6.38 Million
0.97% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
47,270
shares
|
$6.22 Million
0.14% of portfolio
|
Q3 2025
Reduced 9.13%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
47,053
shares
|
$6.19 Million
0.03% of portfolio
|
Q3 2025
Added 4.79%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
46,811
shares
|
$6.16 Million
0.0% of portfolio
|
Q3 2025
Added 97.49%
|
|
|
Monte Financial Group, LLC
|
Oct 31, 2025 Q3 2025 |
46,583
shares
|
$6.13 Million
2.21% of portfolio
|
Q3 2025
Reduced 11.21%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2025 Q3 2025 |
46,249
shares
|
$6.08 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.84%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
46,107
shares
|
$6.07 Million
0.1% of portfolio
|
Q3 2025
Added 3.11%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
45,739
shares
|
$6.02 Million
0.26% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Fred Alger Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
45,590
shares
|
$6 Million
0.03% of portfolio
|
Q3 2025
Added 15.38%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
45,481
shares
|
$5.98 Million
1.15% of portfolio
|
Q3 2025
Added 10.58%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
45,234
shares
|
$5.95 Million
0.03% of portfolio
|
Q3 2025
Added 71.75%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2025 Q3 2025 |
44,923
shares
|
$5.91 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
44,495
shares
|
$5.85 Million
0.12% of portfolio
|
Q3 2025
Added 4.06%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
44,198
shares
|
$5.81 Million
1.05% of portfolio
|
Q2 2025
Added 15.57%
|
|
|
Henry James International Management Inc.
|
Oct 27, 2025 Q3 2025 |
43,599
shares
|
$5.74 Million
1.78% of portfolio
|
Q2 2025
Reduced 5.22%
|
|
|
Naviter Wealth, LLC
|
Nov 06, 2025 Q3 2025 |
43,531
shares
|
$5.73 Million
0.66% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
43,096
shares
|
$5.67 Million
0.02% of portfolio
|
Q3 2025
Added 43.65%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
42,848
shares
|
$5.64 Million
0.1% of portfolio
|
Q3 2025
Reduced 28.85%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
42,790
shares
|
$5.63 Million
0.05% of portfolio
|
Q3 2025
Added 8.41%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
42,250
shares
|
$5.56 Million
0.11% of portfolio
|
Q1 2023
Reduced 2.97%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Nov 13, 2025 Q3 2025 |
42,122
shares
|
$5.54 Million
0.02% of portfolio
|
Q3 2025
Added 48.51%
|
|