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Novartis (NVS) Institutional Ownership

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$144.84 -1.19 (-0.81%)
As of 03:32 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)
978
Total
Institutional Inflows
(last 12 months)
$3.70B
Number of
Institutional Sellers
(last 12 months)
694
Total
Institutional Outflows
(last 12 months)
$2.73B
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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
5/8/2026 PNC Financial Services Group Inc.220,134$33.63M0.0%+4.7%0.012%
5/8/2026 Glenview Trust Co1,629$249K0.0%+4.8%0.000%
5/8/2026 Cassaday & Co Wealth Management LLC406$62K0.0%N/A0.000%
5/7/2026 Leith Wheeler Investment Counsel Ltd.1,445$221K0.0%N/A0.000%
5/7/2026 AlTi Global Inc.3,714$567K0.0%-15.2%0.000%
5/7/2026 Earned Wealth Advisors LLC2,284$349K0.0%+15.8%0.000%
5/7/2026 Meeder Advisory Services Inc.1,405$215K0.0%N/A0.000%
5/7/2026 WCM Investment Management LLC1,463,180$220.00M0.5%N/A0.077%
5/7/2026 Lowe Brockenbrough & Co. Inc.13,766$2.10M0.1%-2.5%0.001%
5/7/2026 Dimensional Fund Advisors LP8,110,116$1.24B0.3%-4.9%0.425%
5/7/2026 Balefire LLC1,385$212K0.0%N/A0.000%
5/7/2026 Parallel Advisors LLC16,366$2.50M0.0%+29.6%0.001%
5/7/2026 Boston Common Asset Management LLC108,116$16.52M1.1%-4.5%0.006%
5/7/2026 Tandem Investment Advisors Inc.1,596$244K0.0%N/A0.000%
5/7/2026 Valley Wealth Managers Inc.453$69K0.0%+84.9%0.000%
5/7/2026 Legacy Wealth Advisors LLC1,769$270K0.1%N/A0.000%
5/7/2026 Arjuna Capital27,009$4.13M1.0%+9.3%0.001%
5/7/2026 Ascent Wealth Partners LLC15,898$2.43M0.3%+1.5%0.001%
5/6/2026 Dorsey Wright & Associates16,264$2.48M0.3%N/A0.001%
5/6/2026 Clifford Swan Investment Counsel LLC72,551$11.08M0.4%-1.4%0.004%
5/6/2026 Euro Pacific Asset Management LLC41,588$6.35M0.6%-1.5%0.002%
5/6/2026 Bartlett & CO. Wealth Management LLC83,279$12.04M0.2%-1.4%0.004%
5/6/2026 Cornerstone Planning Group LLC502$73K0.0%+56.4%0.000%
5/6/2026 Modera Wealth Management LLC4,925$752K0.0%-8.8%0.000%
5/6/2026 Catalyst Capital Advisors LLC42,817$6.54M0.1%-10.1%0.002%
5/6/2026 Assetmark Inc.403,774$61.68M0.1%-0.6%0.021%
5/6/2026 Gallacher Capital Management LLC6,273$958K0.4%-1.6%0.000%
5/6/2026 Angeles Wealth Management LLC4,286$655K0.0%+33.9%0.000%
5/6/2026 Clearstead Trust LLC550$84K0.0%-21.0%0.000%
5/6/2026 Bessemer Group Inc.59,061$9.02M0.0%+46.1%0.003%
5/6/2026 Avalon Trust Co1,500$229K0.0%+9.7%0.000%
5/6/2026 Gerald Baker Financial Group LLC2,194$335K0.1%N/A0.000%
5/6/2026 SteelPeak Wealth LLC1,806$276K0.0%N/A0.000%
5/6/2026 Allspring Global Investments Holdings LLC102,595$15.91M0.0%-3.2%0.005%
5/6/2026 Independent Financial Group LLC4,205$642K0.0%N/A0.000%
5/6/2026 Enterprise Financial Services Corp2,109$322K0.2%-9.2%0.000%
5/6/2026 Prosperity Consulting Group LLC2,833$433K0.0%+65.2%0.000%
5/6/2026 Smart Money Group LLC10,591$1.62M0.5%+8.0%0.001%
5/5/2026 Quartz Partners LLC34,994$5.35M2.1%-1.1%0.002%
5/5/2026 Noesis Capital Mangement Corp1,360$208K0.0%N/A0.000%
5/5/2026 D.A. Davidson & CO.212,815$32.51M0.2%-3.1%0.011%
5/5/2026 Marks Group Wealth Management Inc1,618$247K0.0%-9.9%0.000%
5/5/2026 Bank of New York Mellon Corp327,817$50.07M0.0%+3.0%0.017%
5/5/2026 Nolet Wealth Management LLC1,667$255K0.1%N/A0.000%
5/5/2026 Journey Advisory Group LLC1,737$265K0.0%-14.7%0.000%
5/5/2026 Geneos Wealth Management Inc.49,989$7.64M0.2%-22.9%0.003%
5/5/2026 Harel Insurance Investments & Financial Services Ltd.9,074$1.39M0.0%+12.8%0.000%
5/5/2026 Ethos Financial Group LLC2,986$456K0.0%+27.1%0.000%
5/5/2026 Advisors Preferred LLC2,645$404K0.1%+364.0%0.000%
5/5/2026 Sanctuary Advisors LLC90,326$13.80M0.1%-1.3%0.005%
5/5/2026 Sigma Planning Corp4,716$720K0.0%-7.5%0.000%
5/5/2026 Camden National Bank70,211$10.73M1.5%-0.9%0.004%
5/5/2026 Checchi Capital Advisers LLC17,348$2.65M0.1%-2.3%0.001%
5/5/2026 Roberts Glore & Co. Inc. IL12,568$1.92M0.5%-1.6%0.001%
5/5/2026 Nwam LLC3,519$538K0.0%+9.1%0.000%
5/4/2026 Calamos Wealth Management LLC4,073$622K0.0%-12.3%0.000%
5/4/2026 Calamos Advisors LLC4,073$622K0.0%N/A0.000%
5/4/2026 AMG National Trust Bank24,066$3.68M0.1%+5.1%0.001%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management9,513$1.45M0.0%+13.6%0.000%
5/4/2026 Bryn Mawr Trust Advisors LLC6,002$917K0.0%-36.3%0.000%
5/4/2026 Bleakley Financial Group LLC44,137$6.74M0.1%-9.8%0.002%
5/4/2026 Archer Investment Corp166$25K0.0%+93.0%0.000%
5/4/2026 Principal Financial Group Inc.1,532,789$234.13M0.1%-15.3%0.080%
5/4/2026 Chicago Partners Investment Group LLC3,219$474K0.0%+11.0%0.000%
5/4/2026 Parr Mcknight Wealth Management Group LLC21,970$3.36M0.4%-3.4%0.001%
5/4/2026 Tevis Investment Management1,546$236K0.1%N/A0.000%
5/4/2026 Applied Finance Capital Management LLC7,171$1.10M0.1%-2.5%0.000%
5/4/2026 Moment Partners LLC1,365$209K0.0%N/A0.000%
5/4/2026 Teachers Retirement System of The State of Kentucky267,950$40.93M0.3%-2.5%0.014%
5/2/2026 Global Assets Advisory LLC295$45K0.0%N/A0.000%
5/2/2026 ARQ Wealth Advisors LLC1,500$229K0.0%N/A0.000%
5/2/2026 Diversify Wealth Management LLC7,856$1.12M0.0%N/A0.000%
5/2/2026 Valmark Advisers Inc.7,977$1.22M0.0%-9.4%0.000%
5/2/2026 Carnegie Investment Counsel11,859$1.81M0.0%-4.6%0.001%
5/1/2026 180 Wealth Advisors LLC2,028$310K0.0%-6.0%0.000%
5/1/2026 Welch & Forbes LLC57,626$8.80M0.1%-5.7%0.003%
5/1/2026 Ferguson Wellman Capital Management Inc.182,356$27.86M0.4%N/A0.010%
5/1/2026 Midwest Trust Co242,228$37M0.5%-3.0%0.013%
5/1/2026 Fifth Third Bancorp35,611$5.44M0.0%+14.9%0.002%
5/1/2026 Sovran Advisors LLC4,259$630K0.0%+26.7%0.000%
5/1/2026 Rossmore Private Capital4,581$700K0.1%-3.1%0.000%
5/1/2026 American Trust1,322$202K0.0%N/A0.000%
5/1/2026 Advisors Management Group Inc. ADV12,613$1.93M0.4%-11.9%0.001%
5/1/2026 Simplicity Wealth LLC5,440$831K0.0%+5.9%0.000%
5/1/2026 Sequoia Financial Advisors LLC42,951$6.56M0.0%+3.2%0.002%
5/1/2026 Independence Bank of Kentucky8,082$1.24M0.2%-1.9%0.000%
5/1/2026 Walled Lake Planning & Wealth Management LLC50,002$7.64M2.2%+0.7%0.003%
5/1/2026 Kornitzer Capital Management Inc. KS2,405$367K0.0%+12.4%0.000%
5/1/2026 Manning & Napier Advisors LLC84,943$12.98M0.2%-1.1%0.004%
4/30/2026 Costello Asset Management INC538$82K0.0%-15.7%0.000%
4/30/2026 Stiles Financial Services Inc1,729$264K0.1%-19.1%0.000%
4/30/2026 Equitable Trust Co.19,608$3.00M0.1%+794.9%0.001%
4/30/2026 Whipplewood Advisors LLC1,088$166K0.1%+1,548.5%0.000%
4/30/2026 Texas Bank & Trust Co5,378$821K0.3%-18.3%0.000%
4/30/2026 Mosaic Family Wealth Partners LLC3,557$543K0.1%+126.8%0.000%
4/30/2026 Kestra Advisory Services LLC53,072$8.11M0.0%+12.1%0.003%
4/30/2026 Azzad Asset Management Inc. ADV29,882$4.56M0.5%-13.6%0.002%
4/30/2026 WPG Advisers LLC903$138K0.1%+114.5%0.000%
4/30/2026 Personal CFO Solutions LLC11,831$1.81M0.3%+280.3%0.001%
4/30/2026 Nichols & Pratt Advisers LLP MA17,247$2.63M0.2%-0.6%0.001%


NVS Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,559 institutional investors and hedge funds held shares of Novartis. The most heavily invested institutionals were Dodge & Cox ($1.24B), Dimensional Fund Advisors LP ($1.24B), Morgan Stanley ($1.22B), Primecap Management Co. CA ($1.04B), Fisher Asset Management LLC ($1.03B), Loomis Sayles & Co. L P ($763.00M), and Auto Owners Insurance Co ($638.10M).Learn more on Novartis' institutional investors.

13.12% of Novartis' stock is owned by institutional investors. Learn more on NVS's institutional investor holdings.

Of the 1,317 institutional investors that purchased Novartis' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Auto Owners Insurance Co ($4.63M), Goldman Sachs Group Inc. ($2.75M), Dimensional Fund Advisors LP ($1.90M), Raymond James Financial Inc. ($1.86M), Bank of Montreal Can ($1.58M), WCM Investment Management LLC ($1.46M), and New Vernon Capital Holdings II LLC ($1.37M).

Institutional investors have bought a total of 28,247,544 shares in the last 24 months. This purchase volume represents approximately $3.70B in transactions.

Of the 694 institutional investors that sold Novartis' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Dodge & Cox ($3.20M), Wellington Management Group LLP ($3.14M), Primecap Management Co. CA ($2.82M), Dimensional Fund Advisors LP ($950.78K), Franklin Resources Inc. ($894.00K), Balyasny Asset Management L.P. ($871.55K), and Principal Financial Group Inc. ($759.09K).

Institutional investors have sold a total of 20,920,981 shares in the last 24 months. This volume of shares sold represents approximately $2.73B in transactions.


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This page (NYSE:NVS) was last updated on 5/11/2026 by MarketBeat.com Staff.
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