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Novartis (NVS) Institutional Ownership

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$112.77 +0.27 (+0.24%)
Closing price 03:59 PM Eastern
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$112.78 +0.01 (+0.01%)
As of 05:13 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)
827
Total
Institutional Inflows
(last 12 months)
$2.41B
Number of
Institutional Sellers
(last 12 months)
668
Total
Institutional Outflows
(last 12 months)
$1.73B
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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
5/21/2025 Acadian Asset Management LLC28,368$3.16M0.0%-24.9%0.001%
5/21/2025 Geneos Wealth Management Inc.33,282$3.71M0.1%+10.4%0.002%
5/20/2025 Focus Partners Wealth47,548$5.31M0.0%+16.8%0.002%
5/20/2025 Integrity Alliance LLC.3,124$348K0.0%N/A0.000%
5/20/2025 Anchor Investment Management LLC7,026$783K0.1%-6.6%0.000%
5/19/2025 Bayforest Capital Ltd753$84K0.0%-77.0%0.000%
5/19/2025 SCS Capital Management LLC5,210$586K0.0%N/A0.000%
5/16/2025 Empowered Funds LLC15,825$1.76M0.0%N/A0.001%
5/16/2025 Logan Capital Management Inc.41,959$4.68M0.2%+1.4%0.002%
5/16/2025 Ascent Group LLC14,024$1.56M0.1%+104.8%0.001%
5/16/2025 RNC Capital Management LLC3,676$410K0.0%+3.7%0.000%
5/16/2025 Arete Wealth Advisors LLC3,330$371K0.0%-7.7%0.000%
5/16/2025 Great Lakes Advisors LLC26,954$3.01M0.0%+29.0%0.001%
5/16/2025 Fred Alger Management LLC27,357$3.14M0.0%+4.0%0.001%
5/16/2025 Ashton Thomas Private Wealth LLC2,977$344K0.0%-6.3%0.000%
5/16/2025 Goldman Sachs Group Inc.3,660,485$408.07M0.1%+60.3%0.173%
5/16/2025 Knightsbridge Asset Management LLC3,674$410K0.1%-4.6%0.000%
5/16/2025 Cape Investment Advisory Inc.807$90K0.0%+18.2%0.000%
5/16/2025 Jones Financial Companies Lllp31,098$3.42M0.0%-77.3%0.001%
5/16/2025 Sepio Capital LP13,179$1.47M0.1%-3.6%0.001%
5/16/2025 Ruggaard & Associates LLC7,399$825K0.4%+1.6%0.000%
5/16/2025 Parkwood LLC106,377$11.86M1.1%-9.8%0.005%
5/16/2025 Plancorp LLC8,569$955K0.0%+77.9%0.000%
5/16/2025 New Vernon Capital Holdings II LLC1,383,244$154.20M0.7%+12,664.1%0.065%
5/16/2025 NewEdge Advisors LLC77,088$8.59M0.1%-10.7%0.004%
5/16/2025 Integrated Wealth Concepts LLC21,155$2.36M0.0%-12.2%0.001%
5/16/2025 Hall Laurie J Trustee26,142$2.91M1.0%-3.9%0.001%
5/16/2025 Clark Capital Management Group Inc.592,245$66.02M0.5%+6.5%0.028%
5/16/2025 Curi RMB Capital LLC55,850$6.23M0.2%N/A0.003%
5/16/2025 AQR Capital Management LLC22,573$2.52M0.0%+102.8%0.001%
5/16/2025 Advisors Asset Management Inc.24,336$2.71M0.1%-6.2%0.001%
5/16/2025 Alyeska Investment Group L.P.11,722$1.31M0.0%N/A0.001%
5/16/2025 American Trust Investment Advisors LLC6,715$749K0.3%+12.4%0.000%
5/16/2025 Ancora Advisors LLC2,807$313K0.0%-8.7%0.000%
5/16/2025 Aprio Wealth Management LLC2,762$308K0.0%N/A0.000%
5/15/2025 EP Wealth Advisors LLC11,359$1.27M0.0%-5.3%0.001%
5/15/2025 First Manhattan CO. LLC.49,460$5.70M0.0%-0.4%0.002%
5/15/2025 GW Henssler & Associates Ltd.136,418$15.21M0.8%-44.7%0.006%
5/15/2025 Paloma Partners Management Co5,102$569K0.1%N/A0.000%
5/15/2025 Focus Partners Advisor Solutions LLC6,682$745K0.0%+51.9%0.000%
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5/15/2025 First Financial Bankshares Inc217,419$24.24M0.5%+1.3%0.010%
5/15/2025 Flputnam Investment Management Co.10,579$1.18M0.0%-1.0%0.001%
5/15/2025 Point72 Europe London LLP102,259$11.40M0.8%-3.4%0.005%
5/15/2025 Royal Bank of Canada543,232$60.56M0.0%-8.0%0.026%
5/15/2025 Graham Capital Management L.P.43,479$4.85M0.1%-9.8%0.002%
5/15/2025 Retirement Planning Co of New England Inc.9,619$1.07M0.4%N/A0.000%
5/15/2025 MAI Capital Management22,468$2.51M0.0%-6.6%0.001%
5/15/2025 Trace Wealth Advisors LLC1,825$203K0.2%N/A0.000%
5/15/2025 Cura Wealth Advisors LLC1,991$222K0.1%N/A0.000%
5/15/2025 Nomura Holdings Inc.27,440$3.06M0.0%N/A0.001%
5/15/2025 FRG Family Wealth Advisors LLC9,440$1.05M0.2%-4.9%0.000%
5/15/2025 Twin Tree Management LP6,299$702K0.0%-10,598.3%0.000%
5/15/2025 Hayek Kallen Investment Management39,485$4.40M1.6%-1.5%0.002%
5/15/2025 Connecticut Wealth Management LLC2,052$229K0.0%-4.6%0.000%
5/15/2025 Baird Financial Group Inc.85,131$9.49M0.0%+0.6%0.004%
5/15/2025 Vident Advisory LLC32,868$3.66M0.1%+29.7%0.002%
5/15/2025 Evergreen Capital Management LLC17,718$2.05M0.1%+1.4%0.001%
5/15/2025 WPG Advisers LLC228$25K0.0%N/A0.000%
5/15/2025 Oak Associates Ltd. OH152,399$16.99M1.3%+0.2%0.007%
5/15/2025 Oarsman Capital Inc.5,359$597K0.1%-4.3%0.000%
5/15/2025 Earnest Partners LLC824,371$91.90M0.4%+3.6%0.039%
5/14/2025 Paces Ferry Wealth Advisors LLC3,239$361K0.2%-5.4%0.000%
5/14/2025 CreativeOne Wealth LLC2,477$276K0.0%+8.6%0.000%
5/14/2025 Ieq Capital LLC13,899$1.55M0.0%+17.1%0.001%
5/14/2025 Quadcap Wealth Management LLC12,704$1.42M0.2%-0.8%0.001%
5/14/2025 Gabelli Funds LLC79,900$8.91M0.1%-5.4%0.004%
5/14/2025 Causeway Capital Management LLC4,236$472K0.0%-27.8%0.000%
5/14/2025 Harvest Portfolios Group Inc.503,638$56.15M1.7%-5.0%0.024%
5/14/2025 WCG Wealth Advisors LLC18,433$2.06M0.2%-9.5%0.001%
5/14/2025 WealthTrust Axiom LLC34,885$3.89M1.2%+3.1%0.002%
5/14/2025 Apexium Financial LP2,144$239K0.0%N/A0.000%
5/14/2025 Kayne Anderson Rudnick Investment Management LLC9,025$1.01M0.0%-5.1%0.000%
5/14/2025 Freedom Investment Management Inc.6,582$734K0.1%-11.8%0.000%
5/14/2025 Synovus Financial Corp11,575$1.29M0.0%-7.1%0.001%
5/14/2025 ICONIQ Capital LLC7,907$881K0.0%+30.2%0.000%
5/14/2025 Campbell & CO Investment Adviser LLC14,940$1.67M0.1%-85.0%0.001%
5/14/2025 Enterprise Financial Services Corp2,222$248K0.1%-26.3%0.000%
5/14/2025 Dodge & Cox11,818,102$1.32B0.8%-3.2%0.559%
5/14/2025 Jump Financial LLC8,591$958K0.0%+302.4%0.000%
5/14/2025 SVB Wealth LLC7,418$827K0.0%-16.9%0.000%
5/14/2025 Smartleaf Asset Management LLC11,538$1.30M0.1%+14.0%0.001%
5/14/2025 Bahl & Gaynor Inc.93,554$10.43M0.1%-5.5%0.004%
5/14/2025 Northwestern Mutual Wealth Management Co.66,597$7.42M0.0%+1.1%0.003%
5/14/2025 Haverford Trust Co37,265$4.15M0.0%-1.8%0.002%
5/14/2025 Kestra Advisory Services LLC29,639$3.30M0.0%-21.4%0.001%
5/14/2025 1832 Asset Management L.P.6,342$707K0.0%+3.2%0.000%
5/14/2025 Compound Planning Inc.21,761$2.43M0.1%+36.6%0.001%
5/14/2025 Ameriprise Financial Inc.387,094$43.26M0.0%+10.3%0.018%
5/14/2025 CW Advisors LLC49,331$5.50M0.1%+17.4%0.002%
5/14/2025 Summit Financial LLC4,320$482K0.0%-4.3%0.000%
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5/14/2025 Martin Investment Management LLC232,753$25.95M6.5%+2.5%0.011%
5/14/2025 Osterweis Capital Management Inc.87,194$9.72M0.0%+2.8%0.004%
5/14/2025 Legacy Financial Advisors Inc.13,509$1.51M0.3%-1.5%0.001%
5/14/2025 Colonial Trust Advisors2,276$254K0.0%+355.2%0.000%
5/14/2025 Paradigm Capital Management LLC NV2,700$301K0.3%-8.3%0.000%
5/14/2025 Quantbot Technologies LP12,756$1.42M0.0%-83.0%0.001%
5/14/2025 RWA Wealth Partners LLC9,782$1.09M0.0%+2.3%0.000%
5/14/2025 Wellington Management Group LLP2,991,326$333.47M0.1%-18.0%0.142%
5/13/2025 Qtron Investments LLC11,759$1.31M0.2%+10.5%0.001%
5/13/2025 Aptus Capital Advisors LLC16,398$1.83M0.0%+2.3%0.001%
(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, 1,415 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 NVS's 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 1,127 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 Raymond James Financial Inc. ($907.81K).

How much institutional buying is happening at Novartis?

Institutional investors have bought a total of 33,415,836 shares in the last 24 months. This purchase volume represents approximately $3.48B in transactions.

Which Novartis major shareholders have been selling company stock?

Of the 901 institutional investors that sold Novartis stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($7.49M), Charles Schwab Investment Management Inc. ($4.32M), Primecap Management Co. CA ($4.14M), Franklin Resources Inc. ($2.08M), Mondrian Investment Partners LTD ($1.63M), Wellington Management Group LLP ($1.45M), and Cullen Capital Management LLC ($1.18M).

How much institutional selling is happening at Novartis?

Institutional investors have sold a total of 40,631,618 shares in the last 24 months. This volume of shares sold represents approximately $4.18B in transactions.


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This page (NYSE:NVS) was last updated on 5/23/2025 by MarketBeat.com Staff
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