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Novartis (NVS) Institutional Ownership

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$116.80 +0.88 (+0.76%)
Closing price 03:59 PM Eastern
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$116.68 -0.13 (-0.11%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Novartis (NYSE:NVS)

Current
Institutional Ownership
Percentage
13.12%
Number of
Institutional Buyers
(last 12 months)
845
Total
Institutional Inflows
(last 12 months)
$2.34B
Number of
Institutional Sellers
(last 12 months)
680
Total
Institutional Outflows
(last 12 months)
$1.76B
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NVS Institutional Buying and Selling by Quarter

Novartis Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/8/2025SBI Securities Co. Ltd.544$66K0.0%-52.6%0.000%
8/8/2025Advyzon Investment Management LLC1,885$228K0.1%N/A0.000%
8/7/2025Cascade Financial Partners LLC5,205$630K0.1%+2.5%0.000%
8/7/2025Boston Partners52,730$6.37M0.0%+27.1%0.002%
8/7/2025Vise Technologies Inc.27,627$3.34M0.1%N/A0.001%
8/7/2025Allworth Financial LP95,858$11.60M0.1%+1.0%0.005%
8/7/2025Addison Advisors LLC2,972$360K0.1%+8.6%0.000%
8/7/2025Americana Partners LLC26,547$3.21M0.1%+3.1%0.001%
8/7/2025Davis R M Inc.1,956$237K0.0%-8.1%0.000%
8/7/2025Altman Advisors Inc.17,000$2.09M0.8%+3.3%0.001%
8/7/2025Hartford Funds Management Co LLC465$56K0.0%-93.7%0.000%
8/7/2025King Luther Capital Management Corp14,106$1.71M0.0%+27.4%0.001%
8/7/2025Roberts Glore & Co. Inc. IL13,508$1.64M0.5%-4.5%0.001%
8/7/2025Pinnacle Wealth Management Advisory Group LLC3,862$467K0.0%-6.1%0.000%
8/7/2025Midwest Trust Co266,893$32.30M0.4%N/A0.013%
8/7/2025Martin Investment Management LLC219,258$26.53M6.8%-5.8%0.010%
8/7/2025Sound View Wealth Advisors Group LLC3,556$430K0.0%-2.9%0.000%
8/7/2025Rathbones Group PLC48,599$5.88M0.0%-0.7%0.002%
8/7/2025Connor Clark & Lunn Investment Management Ltd.28,364$3.43M0.0%-69.5%0.001%
8/7/2025Mitsubishi UFJ Asset Management Co. Ltd.1,534$186K0.0%-18.1%0.000%
8/7/2025Parkside Financial Bank & Trust4,623$559K0.1%+3.7%0.000%
8/6/2025 Prospera Financial Services Inc26,483$3.21M0.1%+21.0%0.001%
8/6/2025 AE Wealth Management LLC7,289$882K0.0%+8.6%0.000%
8/6/2025 Legacy Investment Solutions LLC245$30K0.0%N/A0.000%
8/6/2025 KCM Investment Advisors LLC10,249$1.24M0.0%+4.7%0.000%
8/6/2025 Marco Investment Management LLC14,120$1.71M0.1%-2.1%0.001%
8/6/2025 Wedbush Securities Inc.3,695$447K0.0%+9.9%0.000%
8/6/2025 Harvest Portfolios Group Inc.492,568$59.61M1.4%-2.2%0.023%
8/6/2025 Vestmark Advisory Solutions Inc.13,631$1.65M0.0%+62.0%0.001%
8/6/2025 Zevin Asset Management LLC99,336$12.02M1.7%-2.1%0.005%
8/6/2025 Bryn Mawr Trust Advisors LLC11,271$1.36M0.1%-9.7%0.001%
8/6/2025 Smart Money Group LLC9,561$1.16M0.4%+13.9%0.000%
8/6/2025 Pekin Hardy Strauss Inc.33,491$4.05M0.5%-5.0%0.002%
8/6/2025 Coleford Investment Management Ltd.138,750$16.79M4.3%-0.5%0.007%
8/6/2025 Savant Capital LLC17,076$2.07M0.0%+35.9%0.001%
8/6/2025 Modera Wealth Management LLC5,255$636K0.0%-2.7%0.000%
8/6/2025 Cetera Trust Company N.A3,727$451K0.3%+2.8%0.000%
8/6/2025 SouthState Corp8,292$1.00M0.0%-8.1%0.000%
8/6/2025 Ethos Financial Group LLC3,196$387K0.0%N/A0.000%
8/6/2025 Anchor Capital Advisors LLC1,718$208K0.0%N/A0.000%
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8/6/2025 Atlantic Union Bankshares Corp28,557$3.46M0.1%+62.4%0.001%
8/6/2025 First Horizon Advisors Inc.12,677$1.53M0.0%-15.1%0.001%
8/6/2025 Csenge Advisory Group18,408$2.13M0.1%+2.4%0.001%
8/6/2025 Genus Capital Management Inc.3,089$374K0.0%+6.7%0.000%
8/6/2025 Moors & Cabot Inc.31,062$3.76M0.2%+6.2%0.001%
8/6/2025 Simmons Bank8,729$1.06M0.1%-4.9%0.000%
8/5/2025 Ellevest Inc.10,545$1.28M0.2%-5.3%0.000%
8/5/2025 Crestwood Advisors Group LLC2,750$333K0.0%-7.4%0.000%
8/5/2025 Claro Advisors LLC2,210$267K0.0%+4.3%0.000%
8/5/2025 Dillon & Associates Inc.2,277$276K0.0%-25.6%0.000%
8/5/2025 NewSquare Capital LLC530$64K0.0%+304.6%0.000%
8/5/2025 Huntington National Bank22,229$2.69M0.0%-1.0%0.001%
8/5/2025 Bank of New York Mellon Corp316,360$38.28M0.0%-41.7%0.015%
8/5/2025 Freestone Capital Holdings LLC3,268$395K0.0%-6.2%0.000%
8/5/2025 Texas Bank & Trust Co7,203$872K0.3%-6.5%0.000%
8/5/2025 Bank of Montreal Can564,990$68.37M0.0%+489.1%0.027%
8/5/2025 Telos Capital Management Inc.26,690$3.23M0.3%-2.7%0.001%
8/5/2025 Sigma Planning Corp5,157$624K0.0%+5.8%0.000%
8/5/2025 Castlekeep Investment Advisors LLC11,112$1.35M0.7%-7.2%0.001%
8/5/2025 TIAA Trust National Association8,282$1.00M0.0%-2.3%0.000%
8/5/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors3,527$427K0.0%+2.6%0.000%
8/5/2025 Cambiar Investors LLC2,303$279K0.0%-44.0%0.000%
8/5/2025 Harel Insurance Investments & Financial Services Ltd.4,797$580K0.0%+39.7%0.000%
8/5/2025 Welch & Forbes LLC61,809$7.48M0.1%+0.8%0.003%
8/4/2025 Twin City Private Wealth LLC7,382$893K0.7%+4.0%0.000%
8/4/2025 Hutchinson Financial Advisors INC9,422$1.14M0.5%N/A0.000%
8/4/2025 Haven Private LLC5,568$674K0.3%+80.3%0.000%
8/4/2025 Lockheed Martin Investment Management Co.73,700$8.92M0.3%N/A0.003%
8/4/2025 AMG National Trust Bank22,756$2.75M0.1%-0.4%0.001%
8/4/2025 Kovack Advisors Inc.1,687$204K0.0%N/A0.000%
8/4/2025 IFG Advisory LLC2,302$279K0.0%-82.1%0.000%
8/4/2025 Pinnacle Associates Ltd.58,075$7.03M0.1%-1.1%0.003%
8/4/2025 Simon Quick Advisors LLC7,553$914K0.0%+31.8%0.000%
8/4/2025 Ledyard National Bank1,748$212K0.0%N/A0.000%
8/4/2025 Atria Investments Inc53,286$6.45M0.1%+14.6%0.003%
8/4/2025 Carret Asset Management LLC40,081$4.85M0.5%+0.6%0.002%
8/4/2025 Spinnaker Trust1,959$237K0.0%N/A0.000%
8/4/2025 Savvy Advisors Inc.9,328$1.13M0.1%+19.9%0.000%
8/4/2025 MeadowBrook Investment Advisors LLC700$85K0.1%N/A0.000%
8/4/2025 Assetmark Inc.319,908$38.71M0.1%+19.0%0.015%
8/4/2025 Keybank National Association OH49,377$5.98M0.0%+13.2%0.002%
8/4/2025 HBK Sorce Advisory LLC3,109$376K0.0%+19.0%0.000%
8/4/2025 Spire Wealth Management1,465$177K0.0%-51.7%0.000%
8/4/2025 Hantz Financial Services Inc.26,638$3.22M0.1%+74.1%0.001%
8/4/2025 Arkadios Wealth Advisors25,629$3.10M0.1%-3.3%0.001%
8/4/2025 World Investment Advisors42,757$5.17M0.1%+3.1%0.002%
8/4/2025 Flagship Harbor Advisors LLC2,794$338K0.0%-11.2%0.000%
8/4/2025 Daymark Wealth Partners LLC33,307$4.03M0.2%+12.5%0.002%
8/4/2025 Bristlecone Advisors LLC1,726$209K0.0%N/A0.000%
8/4/2025 Quaker Wealth Management LLC352$43K0.0%-200.0%0.000%
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8/1/2025 Oarsman Capital Inc.5,074$614K0.1%-5.3%0.000%
8/1/2025 Motco6,252$711K0.1%-2.7%0.000%
8/1/2025 Auto Owners Insurance Co45,143$5.46M0.1%+606.1%0.002%
8/1/2025 Private Wealth Partners LLC2,312$280K0.0%+27.6%0.000%
8/1/2025 May Hill Capital LLC6,274$759K0.2%+49.7%0.000%
8/1/2025 Logan Capital Management Inc.46,660$5.65M0.3%+11.2%0.002%
8/1/2025 Rossby Financial LCC2,664$322K0.1%+3.9%0.000%
8/1/2025 SYM FINANCIAL Corp3,397$411K0.0%N/A0.000%
8/1/2025 Liberty Wealth Management LLC1,849$234K0.0%-9.8%0.000%
8/1/2025 Transcend Capital Advisors LLC10,153$1.23M0.1%-2.4%0.000%
(Data available from 1/1/2016 forward)

NVS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NVS shares?

During the previous two years, 1,434 institutional investors and hedge funds held shares of Novartis. The most heavily invested institutionals were Dodge & Cox ($1.32B), Primecap Management Co. CA ($1.16B), Dimensional Fund Advisors LP ($959.54M), Morgan Stanley ($710.76M), Loomis Sayles & Co. L P ($542.69M), Bank of America Corp DE ($442.64M), and Franklin Resources Inc. ($423.84M).Learn more on Novartis' institutional investors.

What percentage of Novartis' stock is owned by institutional investors?

13.12% of Novartis' stock is owned by institutional investors. Learn more on NVS's institutional investor holdings.

Which institutional investors have been buying Novartis' stock?

Of the 1,161 institutional investors that purchased Novartis' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Goldman Sachs Group Inc. ($2.75M), Dimensional Fund Advisors LP ($1.99M), New Vernon Capital Holdings II LLC ($1.37M), Bank of New York Mellon Corp ($1.25M), Grantham Mayo Van Otterloo & Co. LLC ($1.14M), Castlekeep Investment Advisors LLC ($1.14M), and Bank of Montreal Can ($1.10M).

How much institutional buying is happening at Novartis?

Institutional investors have bought a total of 22,073,197 shares in the last 24 months. This purchase volume represents approximately $2.38B in transactions.

Which of Novartis' major shareholders have been selling company stock?

Of the 678 institutional investors that sold Novartis' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Primecap Management Co. CA ($2.03M), Mondrian Investment Partners LTD ($1.60M), Wellington Management Group LLP ($1.39M), Franklin Resources Inc. ($983.89K), Arrowstreet Capital Limited Partnership ($888.87K), Magnetar Financial LLC ($600.60K), and Bank of New York Mellon Corp ($444.27K).

How much institutional selling is happening at Novartis?

Institutional investors have sold a total of 16,496,181 shares in the last 24 months. This volume of shares sold represents approximately $1.76B in transactions.


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This page (NYSE:NVS) was last updated on 8/8/2025 by MarketBeat.com Staff
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