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Novartis (NVS) Institutional Ownership

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$114.23 -0.29 (-0.25%)
Closing price 07/18/2025 03:59 PM Eastern
Extended Trading
$114.85 +0.62 (+0.54%)
As of 07/18/2025 07:37 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)
847
Total
Institutional Inflows
(last 12 months)
$2.39B
Number of
Institutional Sellers
(last 12 months)
669
Total
Institutional Outflows
(last 12 months)
$1.72B
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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
7/18/2025EWA LLC2,371$287K0.1%+7.3%0.000%
7/18/2025Naples Global Advisors LLC26,835$3.25M0.3%-1.5%0.001%
7/18/2025Pure Financial Advisors LLC3,511$425K0.0%N/A0.000%
7/18/2025BSW Wealth Partners3,486$422K0.1%-3.2%0.000%
7/18/2025Community Financial Services Group LLC3,896$471K0.1%-6.5%0.000%
7/18/2025SOA Wealth Advisors LLC.334$40K0.0%N/A0.000%
7/18/2025First Pacific Financial26,055$3.15M0.5%N/A0.001%
7/18/2025Trust Co. of Vermont46,558$5.63M0.3%-0.7%0.002%
7/18/2025Bartlett & CO. Wealth Management LLC85,823$10.39M0.1%+0.7%0.004%
7/18/2025PFG Investments LLC3,050$369K0.0%+3.8%0.000%
7/18/2025Truist Financial Corp798,467$96.62M0.1%+3.7%0.038%
7/17/2025 One Wealth Advisors LLC2,376$288K0.0%+9.2%0.000%
7/17/2025 Greenleaf Trust13,314$1.61M0.0%-24.5%0.001%
7/17/2025 Mattern Wealth Management LLC1,709$207K0.0%N/A0.000%
7/17/2025 XML Financial LLC9,629$1.17M0.1%-8.3%0.000%
7/17/2025 Capital Investment Advisors LLC3,894$471K0.0%-3.0%0.000%
7/17/2025 Tealwood Asset Management Inc.23,581$2.85M1.3%-3.0%0.001%
7/17/2025 HB Wealth Management LLC13,357$1.62M0.0%+18.3%0.001%
7/17/2025 Janney Montgomery Scott LLC310,389$37.56M0.1%+38.5%0.015%
7/17/2025 Hanson & Doremus Investment Management625$76K0.0%-86.2%0.000%
7/17/2025 V Square Quantitative Management LLC11,837$1.43M0.2%+1.5%0.001%
7/17/2025 Vermillion Wealth Management Inc.365$44K0.0%-21.5%0.000%
7/17/2025 Norris Perne & French LLP MI2,531$306K0.0%+4.1%0.000%
7/17/2025 Capital Insight Partners LLC28,439$3.44M0.6%-7.8%0.001%
7/17/2025 First County Bank CT 1,719$208K0.1%N/A0.000%
7/17/2025 Global Trust Asset Management LLC2,702$327K0.2%-4.3%0.000%
7/17/2025 Peoples Financial Services CORP.1,755$212K0.1%-15.8%0.000%
7/17/2025 Beacon Capital Management LLC245$30K0.0%-26.9%0.000%
7/17/2025 Patton Albertson Miller Group LLC4,798$581K0.1%-3.3%0.000%
7/17/2025 Tritonpoint Wealth LLC1,674$203K0.0%N/A0.000%
7/17/2025 Sonora Investment Management Group LLC2,196$266K0.0%N/A0.000%
7/17/2025 Fort Washington Investment Advisors Inc. OH30,175$3.65M0.0%-3.4%0.001%
7/17/2025 Guyasuta Investment Advisors Inc.10,767$1.30M0.1%+3.0%0.001%
7/17/2025 Avior Wealth Management LLC6,251$756K0.0%+26.4%0.000%
7/17/2025 Sage Rhino Capital LLC8,120$983K0.2%+1.2%0.000%
7/16/2025 Advisors Management Group Inc. ADV16,513$2.00M0.4%-1.3%0.001%
7/16/2025 Signaturefd LLC44,718$5.41M0.1%+3.8%0.002%
7/16/2025 Highline Wealth Partners LLC290$35K0.0%+82.4%0.000%
7/16/2025 Ipswich Investment Management Co. Inc.18,127$2.19M0.5%-6.9%0.001%
7/16/2025 Old Port Advisors20,406$2.47M0.7%+5.9%0.001%
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7/16/2025 Kathmere Capital Management LLC17,363$2.10M0.2%-7.4%0.001%
7/16/2025 Novem Group9,581$1.16M0.1%N/A0.000%
7/16/2025 Five Oceans Advisors7,908$957K0.4%+7.7%0.000%
7/16/2025 Cambridge Advisors Inc.8,975$1.09M0.2%-7.2%0.000%
7/16/2025 Traveka Wealth LLC3,255$394K0.2%-15.9%0.000%
7/16/2025 Perigon Wealth Management LLC16,772$2.03M0.0%-0.7%0.001%
7/16/2025 Magnus Financial Group LLC2,788$337K0.0%+5.2%0.000%
7/16/2025 Plancorp LLC12,288$1.49M0.1%+43.4%0.001%
7/15/2025 Retirement Guys Formula LLC9,361$1.13M0.4%+11.3%0.000%
7/15/2025 Harrell Investment Partners LLC6,279$760K0.2%N/A0.000%
7/15/2025 Missouri Trust & Investment Co459$56K0.0%-17.1%0.000%
7/15/2025 Regatta Capital Group LLC4,508$545K0.1%+2.7%0.000%
7/15/2025 TD Private Client Wealth LLC12,307$1.49M0.0%-1.0%0.001%
7/15/2025 Mather Group LLC.7,811$945K0.0%-1.3%0.000%
7/15/2025 Peddock Capital Advisors LLC2,632$318K0.1%-17.3%0.000%
7/15/2025 Public Employees Retirement System of Ohio9,700$1.17M0.0%-90.1%0.000%
7/15/2025 RVW Wealth LLC2,148$260K0.0%-4.4%0.000%
7/15/2025 Northside Capital Management LLC29,290$3.54M0.3%+788.7%0.001%
7/15/2025 Ballentine Partners LLC26,751$3.24M0.0%+4.4%0.001%
7/15/2025 Maseco LLP298$36K0.0%N/A0.000%
7/15/2025 Fifth Third Bancorp24,839$3.01M0.0%+3.8%0.001%
7/15/2025 Hall Laurie J Trustee25,142$3.04M1.0%-3.8%0.001%
7/15/2025 MCF Advisors LLC264$32K0.0%+66.0%0.000%
7/15/2025 Revisor Wealth Management LLC2,304$285K0.1%N/A0.000%
7/15/2025 Cardinal Capital Management49,013$5.93M0.9%+2.2%0.002%
7/15/2025 West Oak Capital LLC21,413$2.59M1.0%+13.2%0.001%
7/14/2025 Crew Capital Management Ltd.3,499$423K0.3%-2.8%0.000%
7/14/2025 CHICAGO TRUST Co NA7,871$952K0.1%+57.6%0.000%
7/14/2025 E&G Advisors LP5,377$651K0.2%-2.9%0.000%
7/14/2025 Arlington Partners LLC38,905$4.71M1.7%-4.8%0.002%
7/14/2025 GAMMA Investing LLC8,086$978K0.1%+23.9%0.000%
7/14/2025 Scharf Investments LLC1,262,444$152.77M4.4%+0.3%0.060%
7/14/2025 Clear Harbor Asset Management LLC4,738$573K0.0%+5.5%0.000%
7/14/2025 U.S. Capital Wealth Advisors LLC15,518$1.88M0.1%+3.6%0.001%
7/14/2025 Farmers & Merchants Investments Inc.38,891$4.71M0.1%-4.1%0.002%
7/14/2025 Narus Financial Partners LLC1,808$219K0.1%-12.4%0.000%
7/14/2025 Abacus Wealth Partners LLC1,991$241K0.0%N/A0.000%
7/14/2025 Park Avenue Securities LLC55,319$6.69M0.1%+18.9%0.003%
7/14/2025 Sowell Financial Services LLC6,687$809K0.0%+3.2%0.000%
7/14/2025 Physician Wealth Advisors Inc.1,541$186K0.0%+5.8%0.000%
7/11/2025 Quad Cities Investment Group LLC2,809$340K0.2%-5.4%0.000%
7/11/2025 Mitchell & Pahl Private Wealth LLC22,544$2.73M1.2%+1.4%0.001%
7/11/2025 BTC Capital Management Inc.15,751$1.91M0.2%+2.4%0.001%
7/11/2025 Meriwether Wealth & Planning LLC9,492$1.15M0.7%-2.4%0.000%
7/11/2025 Capital Advantage Inc.1,757$213K0.0%N/A0.000%
7/11/2025 Farther Finance Advisors LLC17,328$2.10M0.0%+10.9%0.001%
7/11/2025 Busey Bank2,889$350K0.0%-6.3%0.000%
7/11/2025 Pinnacle Bancorp Inc.3,378$409K0.1%-6.6%0.000%
7/11/2025 Thomasville National Bank2,814$341K0.0%-4.4%0.000%
7/11/2025 Essex Savings Bank4,611$558K0.1%+1.9%0.000%
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7/11/2025 SeaCrest Wealth Management LLC2,027$245K0.0%-9.2%0.000%
7/11/2025 Diversified Trust Co5,214$631K0.0%-4.3%0.000%
7/11/2025 Matthew Goff Investment Advisor LLC88,759$10.74M2.0%-0.7%0.004%
7/11/2025 Kingstone Capital Partners Texas LLC32,292$3.91M0.0%N/A0.002%
7/10/2025 Kozak & Associates Inc.1,000$123K0.0%N/A0.000%
7/10/2025 Burns J W & Co. Inc. NY5,482$663K0.1%-5.5%0.000%
7/10/2025 YHB Investment Advisors Inc.3,943$477K0.0%-3.7%0.000%
7/10/2025 HF Advisory Group LLC10,254$1.24M0.5%-6.4%0.000%
7/10/2025 Rockland Trust Co.1,850$224K0.0%-7.5%0.000%
7/10/2025 Peoples Bank KS6,688$809K0.5%+2.3%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, 1,430 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 1,144 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 22,508,179 shares in the last 24 months. This purchase volume represents approximately $2.40B in transactions.

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

Of the 669 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 Renaissance Technologies LLC ($440.80K).

How much institutional selling is happening at Novartis?

Institutional investors have sold a total of 16,217,137 shares in the last 24 months. This volume of shares sold represents approximately $1.72B in transactions.


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This page (NYSE:NVS) was last updated on 7/19/2025 by MarketBeat.com Staff
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