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Novartis (NVS) Institutional Ownership

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$132.41 +1.44 (+1.10%)
Closing price 10/3/2025 03:59 PM Eastern
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$131.82 -0.59 (-0.44%)
As of 04:00 AM 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)
884
Total
Institutional Inflows
(last 12 months)
$2.27B
Number of
Institutional Sellers
(last 12 months)
692
Total
Institutional Outflows
(last 12 months)
$1.80B
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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
10/3/2025 Aaron Wealth Advisors LLC15,639$2.01M0.1%+2.7%0.001%
10/2/2025 Central Pacific Bank Trust Division3,175$407K0.0%-11.8%0.000%
10/2/2025 GAMMA Investing LLC10,617$1.36M0.1%+31.3%0.001%
10/2/2025 Helen Stephens Group LLC4,975$638K0.1%+17.8%0.000%
10/2/2025 Capital Asset Advisory Services LLC1,970$253K0.0%-10.1%0.000%
10/1/2025 Park National Corp OH13,503$1.73M0.1%-1.8%0.001%
9/30/2025Rydar Equities Inc.2,630$318K0.3%N/A0.000%
9/30/2025Cullen Capital Management LLC2,096,852$253.74M2.9%-0.6%0.099%
9/29/2025 Summit Financial Wealth Advisors LLC3,085$373K0.1%+4.2%0.000%
9/26/2025Corient Private Wealth LLC452,823$54.80M0.1%-2.2%0.021%
9/24/2025Texas Permanent School Fund Corp20,764$2.51M0.0%-31.0%0.001%
9/23/2025Dakota Community Bank & Trust NA2,257$273K1.2%-4.4%0.000%
9/22/2025Caldwell Trust Co3,127$378K0.0%N/A0.000%
9/19/2025Canal Capital Management LLC3,445$417K0.1%+6.7%0.000%
9/12/2025Valeo Financial Advisors LLC9,266$1.12M0.0%+8.8%0.000%
9/4/2025Reynders McVeigh Capital Management LLC73,657$8.91M0.4%-3.5%0.003%
9/4/2025SevenBridge Financial Group LLC9,261$1.11M0.2%-12.0%0.000%
9/4/2025Osaic Holdings Inc.181,477$21.37M0.0%+78.0%0.009%
8/29/2025Evolution Wealth Management Inc.800$97K0.1%N/A0.000%
8/28/2025China Universal Asset Management Co. Ltd.15,000$1.82M0.2%+33.7%0.001%
8/27/2025Orion Porfolio Solutions LLC39,469$4.78M0.0%+13.8%0.002%
8/26/2025Thrivent Financial for Lutherans1,664$200K0.0%-13.9%0.000%
8/25/2025Neuberger Berman Group LLC115,299$13.95M0.0%+5.7%0.005%
8/25/2025Fulcrum Equity Management1,749$212K0.2%N/A0.000%
8/19/2025B. Riley Wealth Advisors Inc.9,220$1.12M0.1%N/A0.000%
8/19/2025Cape Investment Advisory Inc.901$109K0.0%+11.6%0.000%
8/19/2025Advisory Services Network LLC32,102$3.65M0.1%+2.4%0.002%
8/19/2025Anchor Investment Management LLC6,926$838K0.1%-1.4%0.000%
8/19/2025Pitcairn Co.9,501$1.15M0.1%-10.3%0.000%
8/18/2025Geneos Wealth Management Inc.50,728$6.14M0.1%+52.4%0.002%
8/18/2025Wellington Capital Management Inc.14,141$1.71M2.4%N/A0.001%
8/18/2025Rexford Capital Inc.4,926$596K0.5%N/A0.000%
8/16/2025Parr Mcknight Wealth Management Group LLC23,434$2.84M0.4%-1.9%0.001%
8/16/2025Evergreen Capital Management LLC23,296$2.82M0.1%+31.5%0.001%
8/15/2025Tower Research Capital LLC TRC 1,595$193K0.0%+1,776.5%0.000%
8/15/2025Binnacle Investments Inc1,769$214K0.1%+8.5%0.000%
8/15/2025Semmax Financial Advisors Inc.11,480$1.34M0.3%-2.4%0.001%
8/15/2025Fairfield Bush & CO.24,224$2.93M1.7%-3.3%0.001%
8/15/2025Corient Private Wealth LLC452,822$54.79M0.1%-2.2%0.021%
8/15/2025Hayek Kallen Investment Management38,890$4.71M1.6%-1.5%0.002%
8/15/2025Chapman Financial Group LLC3,272$396K0.3%N/A0.000%
8/15/2025Captrust Financial Advisors151,265$18.31M0.0%+8.4%0.007%
8/15/2025Keel Point LLC7,746$937K0.1%+12.7%0.000%
8/15/2025Lantern Wealth Advisors LLC2,900$351K0.2%N/A0.000%
8/15/2025Vident Advisory LLC33,158$4.01M0.0%+0.9%0.002%
8/15/2025Two Sigma Securities LLC2,808$340K0.0%N/A0.000%
8/15/2025Tidal Investments LLC8,841$1.07M0.0%+8.7%0.000%
8/15/2025Smartleaf Asset Management LLC11,637$1.40M0.1%+0.9%0.001%
8/15/2025Snowden Capital Advisors LLC12,478$1.51M0.0%+9.0%0.001%
8/15/2025Onex Canada Asset Management Inc.13,075$1.58M0.2%-39.9%0.001%
8/15/2025Orion Porfolio Solutions LLC39,469$4.78M0.0%+13.8%0.002%
8/15/2025Paces Ferry Wealth Advisors LLC3,084$373K0.2%-4.8%0.000%
8/15/2025MML Investors Services LLC191,161$23.13M0.1%+12.5%0.009%
8/15/2025HRT Financial LP37,980$4.60M0.0%-18.7%0.002%
8/15/2025Henry James International Management Inc.43,599$5.28M1.7%-5.2%0.002%
8/15/2025ICONIQ Capital LLC12,135$1.47M0.0%+53.5%0.001%
8/15/2025IHT Wealth Management LLC3,931$476K0.0%+42.5%0.000%
8/15/2025Great Valley Advisor Group Inc.52,022$6.30M0.1%+256.5%0.002%
8/15/2025EP Wealth Advisors LLC12,550$1.52M0.0%+10.5%0.001%
8/15/2025Engineers Gate Manager LP11,110$1.34M0.0%+13.8%0.001%
8/15/2025Curi Capital LLC60,222$7.29M0.1%+7.8%0.003%
8/15/2025Benjamin Edwards Inc.4,300$520K0.0%+5.0%0.000%
8/15/2025BNP Paribas Financial Markets1,581$191K0.0%-15.2%0.000%
8/15/2025Balyasny Asset Management L.P.876,956$106.12M0.2%+52.9%0.042%
8/15/2025Bank of America Corp DE4,527,488$547.87M0.0%-4.0%0.214%
8/15/2025Adage Capital Partners GP L.L.C.14,481$1.75M0.0%N/A0.001%
8/15/2025AQR Capital Management LLC73,512$8.90M0.0%+225.7%0.003%
8/15/2025Ameriprise Financial Inc.631,131$76.37M0.0%+63.0%0.030%
8/15/2025Abbot Financial Management Inc.18,342$2.22M1.0%-0.5%0.001%
8/14/2025Lighthouse Investment Partners LLC14,000$1.69M0.1%N/A0.001%
8/14/2025Raymond James Financial Inc.927,314$112.21M0.0%+3.5%0.044%
8/14/2025Transamerica Financial Advisors LLC2,077$251K0.0%+51.5%0.000%
8/14/2025Parkwood LLC227,300$27.51M2.4%+113.7%0.011%
8/14/2025Quantinno Capital Management LP198,749$24.05M0.1%+24.5%0.009%
8/14/2025Diversify Advisory Services LLC7,376$880K0.0%+142.4%0.000%
8/14/2025Lavaca Capital LLC12,000$1.45M0.0%+9,984.0%0.001%
8/14/2025Seven Mile Advisory4,357$527K0.3%+2.7%0.000%
8/14/2025Peapack Gladstone Financial Corp22,497$2.72M0.0%+10.8%0.001%
8/14/2025HUB Investment Partners LLC3,455$418K0.0%+6.2%0.000%
8/14/2025Ieq Capital LLC19,392$2.35M0.0%+39.5%0.001%
8/14/2025Osterweis Capital Management Inc.88,341$10.69M0.5%+1.3%0.004%
8/14/2025Glenview Trust co3,800$460K0.0%+2.3%0.000%
8/14/2025Investment House LLC81,817$9.90M0.5%-0.5%0.004%
8/14/2025Sei Investments Co.511,747$61.93M0.1%-5.4%0.024%
8/14/2025Dearborn Partners LLC35,210$4.26M0.2%-43.4%0.002%
8/14/2025NewEdge Advisors LLC68,283$8.26M0.0%-11.4%0.003%
8/14/2025Fayez Sarofim & Co28,136$3.41M0.0%-2.8%0.001%
8/14/2025State Street Corp1,597,830$195.55M0.0%+0.8%0.076%
8/14/2025Certuity LLC1,692$205K0.0%N/A0.000%
8/14/2025CoreFirst Bank & Trust3,430$415K0.2%+14.0%0.000%
8/14/2025SVB Wealth LLC4,625$560K0.0%-37.7%0.000%
8/14/2025Cary Street Partners Financial LLC6,579$796K0.0%-2.5%0.000%
8/14/2025Cerity Partners LLC338,755$40.99M0.1%+0.4%0.016%
8/14/2025Federated Hermes Inc.99,603$12.05M0.0%-1.5%0.005%
8/13/2025Gabelli Funds LLC79,400$9.61M0.1%-0.6%0.004%
8/13/2025Cary Street Partners Investment Advisory LLC1,436$174K0.1%+24.3%0.000%
8/13/2025StoneX Group Inc.2,224$269K0.0%-45.6%0.000%
8/13/2025Cresset Asset Management LLC116,003$14.04M0.1%+1.9%0.005%
8/13/2025Brown Advisory Inc.190,121$23.01M0.0%-2.1%0.009%
8/13/2025SCS Capital Management LLC4,751$575K0.0%-8.8%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, 1,435 institutional investors and hedge funds held shares of Novartis. The most heavily invested institutionals were Dodge & Cox ($1.29B), Primecap Management Co. CA ($1.26B), Dimensional Fund Advisors LP ($959.54M), Fisher Asset Management LLC ($861.76M), Morgan Stanley ($710.76M), Loomis Sayles & Co. L P ($675.43M), and Bank of America Corp DE ($547.87M).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 1,167 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 ($1.90M), 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 20,786,787 shares in the last 24 months. This purchase volume represents approximately $2.27B in transactions.

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

Of the 692 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 ($1.80M), Franklin Resources Inc. ($1.70M), Dodge & Cox ($1.57M), Wellington Management Group LLP ($1.39M), Arrowstreet Capital Limited Partnership ($888.87K), Mondrian Investment Partners LTD ($810.30K), and Bank of America Corp DE ($602.38K).

How much institutional selling is happening at Novartis?

Institutional investors have sold a total of 16,499,542 shares in the last 24 months. This volume of shares sold represents approximately $1.80B in transactions.


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This page (NYSE:NVS) was last updated on 10/6/2025 by MarketBeat.com Staff
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