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Novartis (NVS) Institutional Ownership

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$123.27 -0.85 (-0.68%)
Closing price 03:59 PM Eastern
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$122.64 -0.63 (-0.51%)
As of 07:44 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)
880
Total
Institutional Inflows
(last 12 months)
$2.27B
Number of
Institutional Sellers
(last 12 months)
691
Total
Institutional Outflows
(last 12 months)
$1.79B
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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
9/12/2025 Valeo Financial Advisors LLC9,266$1.12M0.0%+8.8%0.000%
9/4/2025 Reynders McVeigh Capital Management LLC73,657$8.91M0.4%-3.5%0.003%
9/4/2025 SevenBridge Financial Group LLC9,261$1.11M0.2%-12.0%0.000%
9/4/2025 Osaic Holdings Inc.181,477$21.37M0.0%+78.0%0.009%
8/29/2025 Evolution Wealth Management Inc.800$97K0.1%N/A0.000%
8/28/2025 China Universal Asset Management Co. Ltd.15,000$1.82M0.2%+33.7%0.001%
8/27/2025 Orion Porfolio Solutions LLC39,469$4.78M0.0%+13.8%0.002%
8/26/2025 Thrivent Financial for Lutherans1,664$200K0.0%-13.9%0.000%
8/25/2025 Neuberger Berman Group LLC115,299$13.95M0.0%+5.7%0.005%
8/25/2025 Fulcrum Equity Management1,749$212K0.2%N/A0.000%
8/19/2025 B. Riley Wealth Advisors Inc.9,220$1.12M0.1%N/A0.000%
8/19/2025 Cape Investment Advisory Inc.901$109K0.0%+11.6%0.000%
8/19/2025 Advisory Services Network LLC32,102$3.65M0.1%+2.4%0.002%
8/19/2025 Anchor Investment Management LLC6,926$838K0.1%-1.4%0.000%
8/19/2025 Pitcairn Co.9,501$1.15M0.1%-10.3%0.000%
8/18/2025 Geneos Wealth Management Inc.50,728$6.14M0.1%+52.4%0.002%
8/18/2025 Wellington Capital Management Inc.14,141$1.71M2.4%N/A0.001%
8/18/2025 Rexford Capital Inc.4,926$596K0.5%N/A0.000%
8/16/2025 Parr Mcknight Wealth Management Group LLC23,434$2.84M0.4%-1.9%0.001%
8/16/2025 Evergreen Capital Management LLC23,296$2.82M0.1%+31.5%0.001%
8/15/2025 Tower Research Capital LLC TRC 1,595$193K0.0%+1,776.5%0.000%
8/15/2025 Binnacle Investments Inc1,769$214K0.1%+8.5%0.000%
8/15/2025 Semmax Financial Advisors Inc.11,480$1.34M0.3%-2.4%0.001%
8/15/2025 Fairfield Bush & CO.24,224$2.93M1.7%-3.3%0.001%
8/15/2025 Corient Private Wealth LLC452,822$54.79M0.1%-2.2%0.021%
8/15/2025 Hayek Kallen Investment Management38,890$4.71M1.6%-1.5%0.002%
8/15/2025 Chapman Financial Group LLC3,272$396K0.3%N/A0.000%
8/15/2025 Captrust Financial Advisors151,265$18.31M0.0%+8.4%0.007%
8/15/2025 Keel Point LLC7,746$937K0.1%+12.7%0.000%
8/15/2025 Lantern Wealth Advisors LLC2,900$351K0.2%N/A0.000%
8/15/2025 Vident Advisory LLC33,158$4.01M0.0%+0.9%0.002%
8/15/2025 Two Sigma Securities LLC2,808$340K0.0%N/A0.000%
8/15/2025 Tidal Investments LLC8,841$1.07M0.0%+8.7%0.000%
8/15/2025 Smartleaf Asset Management LLC11,637$1.40M0.1%+0.9%0.001%
8/15/2025 Snowden Capital Advisors LLC12,478$1.51M0.0%+9.0%0.001%
8/15/2025 Onex Canada Asset Management Inc.13,075$1.58M0.2%-39.9%0.001%
8/15/2025 Orion Porfolio Solutions LLC39,469$4.78M0.0%+13.8%0.002%
8/15/2025 Paces Ferry Wealth Advisors LLC3,084$373K0.2%-4.8%0.000%
8/15/2025 MML Investors Services LLC191,161$23.13M0.1%+12.5%0.009%
8/15/2025 HRT Financial LP37,980$4.60M0.0%-18.7%0.002%
8/15/2025 Henry James International Management Inc.43,599$5.28M1.7%-5.2%0.002%
8/15/2025 ICONIQ Capital LLC12,135$1.47M0.0%+53.5%0.001%
8/15/2025 IHT Wealth Management LLC3,931$476K0.0%+42.5%0.000%
8/15/2025 Great Valley Advisor Group Inc.52,022$6.30M0.1%+256.5%0.002%
8/15/2025 EP Wealth Advisors LLC12,550$1.52M0.0%+10.5%0.001%
8/15/2025 Engineers Gate Manager LP11,110$1.34M0.0%+13.8%0.001%
8/15/2025 Curi Capital LLC60,222$7.29M0.1%+7.8%0.003%
8/15/2025 Benjamin Edwards Inc.4,300$520K0.0%+5.0%0.000%
8/15/2025 BNP Paribas Financial Markets1,581$191K0.0%-15.2%0.000%
8/15/2025 Balyasny Asset Management L.P.876,956$106.12M0.2%+52.9%0.042%
8/15/2025 Bank of America Corp DE4,527,488$547.87M0.0%-4.0%0.214%
8/15/2025 Adage Capital Partners GP L.L.C.14,481$1.75M0.0%N/A0.001%
8/15/2025 AQR Capital Management LLC73,512$8.90M0.0%+225.7%0.003%
8/15/2025 Ameriprise Financial Inc.631,131$76.37M0.0%+63.0%0.030%
8/15/2025 Abbot Financial Management Inc.18,342$2.22M1.0%-0.5%0.001%
8/14/2025 Lighthouse Investment Partners LLC14,000$1.69M0.1%N/A0.001%
8/14/2025 Raymond James Financial Inc.927,314$112.21M0.0%+3.5%0.044%
8/14/2025 Transamerica Financial Advisors LLC2,077$251K0.0%+51.5%0.000%
8/14/2025 Parkwood LLC227,300$27.51M2.4%+113.7%0.011%
8/14/2025 Quantinno Capital Management LP198,749$24.05M0.1%+24.5%0.009%
8/14/2025 Diversify Advisory Services LLC7,376$880K0.0%+142.4%0.000%
8/14/2025 Lavaca Capital LLC12,000$1.45M0.0%+9,984.0%0.001%
8/14/2025 Seven Mile Advisory4,357$527K0.3%+2.7%0.000%
8/14/2025 Peapack Gladstone Financial Corp22,497$2.72M0.0%+10.8%0.001%
8/14/2025 HUB Investment Partners LLC3,455$418K0.0%+6.2%0.000%
8/14/2025 Ieq Capital LLC19,392$2.35M0.0%+39.5%0.001%
8/14/2025 Osterweis Capital Management Inc.88,341$10.69M0.5%+1.3%0.004%
8/14/2025 Glenview Trust co3,800$460K0.0%+2.3%0.000%
8/14/2025 Investment House LLC81,817$9.90M0.5%-0.5%0.004%
8/14/2025 Sei Investments Co.511,747$61.93M0.1%-5.4%0.024%
8/14/2025 Dearborn Partners LLC35,210$4.26M0.2%-43.4%0.002%
8/14/2025 NewEdge Advisors LLC68,283$8.26M0.0%-11.4%0.003%
8/14/2025 Fayez Sarofim & Co28,136$3.41M0.0%-2.8%0.001%
8/14/2025 State Street Corp1,597,830$195.55M0.0%+0.8%0.076%
8/14/2025 Certuity LLC1,692$205K0.0%N/A0.000%
8/14/2025 CoreFirst Bank & Trust3,430$415K0.2%+14.0%0.000%
8/14/2025 SVB Wealth LLC4,625$560K0.0%-37.7%0.000%
8/14/2025 Cary Street Partners Financial LLC6,579$796K0.0%-2.5%0.000%
8/14/2025 Cerity Partners LLC338,755$40.99M0.1%+0.4%0.016%
8/14/2025 Federated Hermes Inc.99,603$12.05M0.0%-1.5%0.005%
8/13/2025 Gabelli Funds LLC79,400$9.61M0.1%-0.6%0.004%
8/13/2025 Cary Street Partners Investment Advisory LLC1,436$174K0.1%+24.3%0.000%
8/13/2025 StoneX Group Inc.2,224$269K0.0%-45.6%0.000%
8/13/2025 Cresset Asset Management LLC116,003$14.04M0.1%+1.9%0.005%
8/13/2025 Brown Advisory Inc.190,121$23.01M0.0%-2.1%0.009%
8/13/2025 SCS Capital Management LLC4,751$575K0.0%-8.8%0.000%
8/13/2025 Marshall Wace LLP1,431,814$173.26M0.2%-0.1%0.068%
8/13/2025 Beutel Goodman & Co Ltd.12,110$1.47M0.0%-11.7%0.001%
8/13/2025 Dodge & Cox10,647,629$1.29B0.7%-9.9%0.504%
8/13/2025 Great Diamond Partners LLC2,619$317K0.1%+44.0%0.000%
8/13/2025 Baird Financial Group Inc.69,062$8.36M0.0%-18.9%0.003%
8/13/2025 First Trust Advisors LP419,034$50.71M0.0%-7.8%0.020%
8/13/2025 Kennedy Capital Management LLC10,537$1.28M0.0%-18.0%0.000%
8/13/2025 Guggenheim Capital LLC11,954$1.45M0.0%-12.8%0.001%
8/13/2025 EverSource Wealth Advisors LLC3,021$366K0.0%+39.5%0.000%
8/13/2025 Invesco Ltd.199,958$24.20M0.0%+3.8%0.009%
8/13/2025 1832 Asset Management L.P.6,502$787K0.0%+2.5%0.000%
8/13/2025 CW Advisors LLC75,340$9.12M0.1%+52.7%0.004%
8/13/2025 Benedict Financial Advisors Inc.17,588$2.13M0.5%+0.9%0.001%
8/13/2025 Twin Peaks Wealth Advisors LLC579$69K0.0%N/A0.000%
(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, 1,432 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 1,166 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 20,814,178 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 691 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 16,469,676 shares in the last 24 months. This volume of shares sold represents approximately $1.79B in transactions.


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This page (NYSE:NVS) was last updated on 9/15/2025 by MarketBeat.com Staff
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