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Novartis (NVS) Institutional Ownership

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$131.46 +0.69 (+0.52%)
Closing price 10/17/2025 03:59 PM Eastern
Extended Trading
$131.44 -0.02 (-0.01%)
As of 10/17/2025 07:51 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
700
Total
Institutional Outflows
(last 12 months)
$1.78B
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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
10/17/2025Farmers & Merchants Investments Inc.38,425$4.93M0.1%-1.2%0.002%
10/17/2025Fort Washington Investment Advisors Inc. OH29,528$3.79M0.0%-2.1%0.001%
10/17/2025Plimoth Trust Co. LLC1,967$252K0.1%-4.8%0.000%
10/17/2025Nixon Peabody Trust Co.2,652$340K0.0%-58.9%0.000%
10/17/2025HM Payson & Co.13,262$1.70M0.0%+306.6%0.001%
10/17/2025Goldstone Financial Group LLC6,637$851K0.1%+6.2%0.000%
10/17/2025Ethic Inc.90,855$11.65M0.2%+11.7%0.004%
10/17/2025Live Oak Private Wealth LLC77,080$9.89M1.4%+0.6%0.004%
10/17/2025Archford Capital Strategies LLC26,353$3.38M0.4%N/A0.001%
10/17/2025Regatta Capital Group LLC4,385$562K0.1%-2.7%0.000%
10/17/2025Tealwood Asset Management Inc.22,805$2.93M1.2%-3.3%0.001%
10/17/2025Valley National Advisers Inc.7,884$1.01M0.2%-1.9%0.000%
10/17/2025Perigon Wealth Management LLC16,957$2.18M0.0%+1.1%0.001%
10/17/2025Sowell Financial Services LLC6,571$843K0.0%-1.7%0.000%
10/17/2025Mayflower Financial Advisors LLC10,252$1.32M0.1%+1.1%0.000%
10/17/2025FSM Wealth Advisors LLC1,751$225K0.0%+6.0%0.000%
10/17/2025Apella Capital LLC2,290$299K0.0%+13.4%0.000%
10/16/2025 180 Wealth Advisors LLC2,242$288K0.0%+21.6%0.000%
10/16/2025 New Hampshire Trust10,188$1.31M0.3%+7.4%0.000%
10/16/2025 Weatherly Asset Management L. P.2,693$345K0.0%-5.8%0.000%
10/16/2025 CRA Financial Services LLC1,616$207K0.0%-13.9%0.000%
10/16/2025 Greenup Street Wealth Management LLC31,232$4.01M0.6%-25.7%0.001%
10/16/2025 Highland Capital Management LLC14,562$1.87M0.1%+0.7%0.001%
10/16/2025 HBK Sorce Advisory LLC3,438$447K0.0%+10.6%0.000%
10/16/2025 Blue Trust Inc.4,763$611K0.0%+1.7%0.000%
10/15/2025 CWM LLC89,476$11.47M0.0%+8.2%0.004%
10/15/2025 Busey Bank2,780$357K0.0%-3.8%0.000%
10/15/2025 BSW Wealth Partners3,008$386K0.0%-13.7%0.000%
10/15/2025 JGP Wealth Management LLC1,812$237K0.0%N/A0.000%
10/15/2025 Curbstone Financial Management Corp4,344$557K0.1%-2.3%0.000%
10/15/2025 Alhambra Investment Management LLC5,252$674K0.3%+2.1%0.000%
10/15/2025 Norden Group LLC2,045$262K0.0%N/A0.000%
10/15/2025 World Investment Advisors44,495$5.71M0.1%+4.1%0.002%
10/15/2025 Brookstone Capital Management12,107$1.55M0.0%+5.4%0.001%
10/15/2025 Delphi Management Inc. MA12,064$1.55M1.4%-0.7%0.001%
10/15/2025 Private Trust Co. NA6,080$780K0.1%+3.2%0.000%
10/15/2025 Founders Financial Securities LLC2,628$337K0.0%-7.2%0.000%
10/15/2025 Merrion Investment Management Co LLC2,200$282K0.2%-7.2%0.000%
10/15/2025 Value Partners Investments Inc.9,259$1.19M0.1%+10.3%0.000%
10/15/2025 Albert D Mason Inc.25,499$3.27M2.1%+4.7%0.001%
10/15/2025 Optas LLC3,842$493K0.1%+13.7%0.000%
10/15/2025 DAVENPORT & Co LLC42,036$5.39M0.0%+24.8%0.002%
10/15/2025 Matthew Goff Investment Advisor LLC88,277$11.32M1.9%-0.5%0.004%
10/15/2025 Meriwether Wealth & Planning LLC9,821$1.26M0.7%+3.5%0.000%
10/15/2025 Net Worth Advisory Group6,609$848K0.2%-5.8%0.000%
10/14/2025 Wealth Alliance Advisory Group LLC2,340$300K0.1%-13.3%0.000%
10/14/2025 Monument Capital Management3,778$484K0.1%N/A0.000%
10/14/2025 OLD National Bancorp IN9,075$1.16M0.0%-4.7%0.000%
10/14/2025 Yousif Capital Management LLC25,809$3.31M0.0%-10.9%0.001%
10/14/2025 Trust Co. of Vermont45,739$5.87M0.3%-1.8%0.002%
10/14/2025 Intergy Private Wealth LLC3,341$428K0.1%+5.3%0.000%
10/14/2025 Farther Finance Advisors LLC18,309$2.35M0.0%+5.7%0.001%
10/14/2025 Leonard Rickey Investment Advisors P.L.L.C.4,766$611K0.1%+5.3%0.000%
10/14/2025 Euro Pacific Asset Management LLC91,767$11.43M1.4%-1.4%0.004%
10/14/2025 HBK Sorce Advisory LLC3,638$481K0.0%+17.0%0.000%
10/14/2025 Jamison Private Wealth Management Inc.17,227$2.21M0.3%-1.9%0.001%
10/14/2025 Abner Herrman & Brock LLC3,000$385K0.0%N/A0.000%
10/14/2025 Cohen Investment Advisors LLC3,712$476K0.2%+3.0%0.000%
10/14/2025 Baldwin Wealth Partners LLC MA33,850$4.34M0.3%-10.1%0.002%
10/14/2025 Hutchinson Financial Advisors INC9,656$1.24M1.2%+2.5%0.000%
10/14/2025 Hall Laurie J Trustee25,332$3.25M1.1%+0.8%0.001%
10/14/2025 Brighton Jones LLC6,679$857K0.0%+11.3%0.000%
10/14/2025 Foster Group Inc.3,315$425K0.0%+8.3%0.000%
10/14/2025 Capital Insight Partners LLC28,348$3.64M0.6%-0.3%0.001%
10/14/2025 Clarius Group LLC8,652$1.11M0.1%-10.2%0.000%
10/10/2025 CHICAGO TRUST Co NA8,580$1.10M0.2%+9.0%0.000%
10/10/2025 Douglas Lane & Associates LLC156,448$20.06M0.3%-5.3%0.007%
10/10/2025 Flputnam Investment Management Co.12,199$1.56M0.0%-5.0%0.001%
10/10/2025 Cyndeo Wealth Partners LLC4,481$575K0.0%-2.4%0.000%
10/10/2025 Fiduciary Financial Group LLC3,849$494K0.1%+5.7%0.000%
10/9/2025 Bartlett & CO. Wealth Management LLC84,707$10.86M0.1%-1.3%0.004%
10/9/2025 Independence Bank of Kentucky8,157$1.05M0.1%-11.4%0.000%
10/9/2025 Jackson Square Capital LLC6,724$862K0.2%+19.6%0.000%
10/9/2025 Cascade Investment Advisors Inc.21,205$2.72M1.6%-2.5%0.001%
10/9/2025 Centurion Wealth Management LLC1,600$205K0.0%N/A0.000%
10/9/2025 Newman Dignan & Sheerar Inc.3,499$449K0.1%-5.4%0.000%
10/9/2025 U.S. Capital Wealth Advisors LLC15,626$2.00M0.1%+0.7%0.001%
10/9/2025 Kennebec Savings Bank5,098$654K0.6%-6.4%0.000%
10/9/2025 Voya Investment Management LLC33,285$4.27M0.0%-23.0%0.002%
10/9/2025 Voya Financial Advisors Inc.14,118$1.75M0.2%-1.5%0.001%
10/9/2025 Mitchell & Pahl Private Wealth LLC22,421$2.88M1.2%-0.5%0.001%
10/9/2025 Dynamic Advisor Solutions LLC19,866$2.55M0.1%-2.5%0.001%
10/9/2025 Dakota Community Bank & Trust NA2,080$267K1.1%-7.8%0.000%
10/9/2025 Riversedge Advisors LLC3,170$407K0.1%+14.3%0.000%
10/8/2025 Marshall Financial Group LLC16,375$2.10M0.4%+4.7%0.001%
10/8/2025 Patriot Financial Group Insurance Agency LLC16,880$2.17M0.3%+8.1%0.001%
10/8/2025 Ipswich Investment Management Co. Inc.17,212$2.21M0.5%-5.0%0.001%
10/8/2025 Osprey Private Wealth LLC7,150$917K0.3%+7.1%0.000%
10/8/2025 Peoples Bank KS6,260$803K0.8%-6.4%0.000%
10/8/2025 Tompkins Financial Corp560$72K0.0%-69.1%0.000%
10/8/2025 Chesley Taft & Associates LLC30,830$3.95M0.2%-1.2%0.001%
10/8/2025 Ignite Planners LLC5,762$739K0.1%-3.5%0.000%
10/8/2025 Country Club Bank51,697$6.42M0.4%-14.0%0.002%
10/8/2025 Beacon Financial Group20,449$2.62M0.3%-0.6%0.001%
10/7/2025 Heritage Family Offices LLP5,769$740K0.3%-1.7%0.000%
10/7/2025 StrongBox Wealth LLC5,939$762K0.3%+3.5%0.000%
10/7/2025 Northside Capital Management LLC29,543$3.79M0.3%+0.9%0.001%
10/7/2025 1620 Investment Advisors Inc.9,064$1.16M0.8%+1.2%0.000%
10/7/2025 Cullen Investment Group LTD.4,559$604K0.1%-7.6%0.000%
10/7/2025 Sonora Investment Management Group LLC1,946$250K0.0%-11.4%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, 1,431 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 1,164 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 20,793,704 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 698 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 16,389,682 shares in the last 24 months. This volume of shares sold represents approximately $1.78B in transactions.


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This page (NYSE:NVS) was last updated on 10/18/2025 by MarketBeat.com Staff
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