Go Pro
→ Trump's gold order: the announcement they won't put on the front page (From Reagan Gold Group) (Ad)tc pixel Free NVS Stock Alerts

Novartis (NVS) Institutional Ownership

Novartis logo
$154.06 -0.56 (-0.36%)
Closing price 07/10/2026 03:59 PM Eastern
Extended Trading
$154.04 -0.02 (-0.01%)
As of 07/10/2026 07:16 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 Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Novartis (NYSE:NVS)

Current
Institutional Ownership
Percentage
13.12%
Number of
Institutional Buyers
(last 12 months)
966
Total
Institutional Inflows
(last 12 months)
$3.37B
Number of
Institutional Sellers
(last 12 months)
682
Total
Institutional Outflows
(last 12 months)
$2.61B
Get NVS Insider Trade Alerts

Want to know when executives and insiders are buying or selling Novartis stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

NVS Institutional Buying and Selling by Quarter

Novartis Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Northside Capital Management LLC16,724$2.62M0.2%-0.9%0.001%
7/10/2026 Nolet Wealth Management LLC1,880$295K0.2%+12.8%0.000%
7/10/2026 Kentucky Trust Co10,312$1.62M0.8%-7.4%0.001%
7/10/2026 Peoples Bank KS5,790$907K0.9%-3.3%0.000%
7/10/2026 Community Financial Services Group LLC663$102K0.0%-71.1%0.000%
7/10/2026 Fulton Bank N.A.5,679$890K0.0%-2.7%0.000%
7/10/2026 Wealthcare Advisory Partners LLC2,368$371K0.0%-25.3%0.000%
7/9/2026 Shrier Wealth Management LLC23,884$3.74M1.3%+0.8%0.001%
7/9/2026 Ares Financial Consulting LLC457$72K0.1%-16.5%0.000%
7/9/2026 Focus Financial Network Inc.2,032$318K0.0%-22.7%0.000%
7/9/2026 Allied Private Wealth LLC947$147K0.1%N/A0.000%
7/9/2026 Franklin Parlapiano Turner & Welch LLC63,414$9.94M2.2%-2.6%0.003%
7/9/2026 HF Advisory Group LLC8,551$1.34M0.4%-28.8%0.000%
7/9/2026 Everpar Advisors LLC2,326$365K0.1%+9.6%0.000%
7/9/2026 Lexington Hill Partners LLC1,670$262K0.1%-8.0%0.000%
7/9/2026 Valeo Financial Advisors LLC9,310$1.46M0.0%+16.3%0.000%
7/8/2026 Gradient Investments LLC37,294$5.85M0.1%+6.1%0.002%
7/8/2026 Rockland Trust Co.1,677$263K0.0%-8.3%0.000%
7/8/2026 Eldred Rock Partners LLC80,627$12.64M2.7%-0.2%0.004%
7/8/2026 Chesley Taft & Associates LLC32,410$5.08M0.2%-1.0%0.002%
7/8/2026 Trust Point Inc.6,344$994K0.1%+3.8%0.000%
7/8/2026 Cooper Financial Group2,253$353K0.0%+63.9%0.000%
7/8/2026 Matthew Goff Investment Advisor LLC82,971$13.00M2.2%-1.9%0.004%
7/8/2026 Cohen Capital Management Inc.74,849$11.73M1.6%-2.6%0.004%
7/8/2026 55 North Private Wealth LLC3,497$548K0.1%+37.7%0.000%
7/7/2026 Foster Group Inc.3,834$601K0.0%+10.0%0.000%
7/7/2026 Mirador Capital Partners LP2,090$328K0.0%+11.5%0.000%
7/7/2026 Balefire LLC1,509$236K0.0%+9.0%0.000%
7/7/2026 Dynamic Advisor Solutions LLC17,912$2.81M0.1%+7.8%0.001%
7/7/2026 GAMMA Investing LLC14,066$2.20M0.1%+5.7%0.001%
7/7/2026 Avior Wealth Management LLC8,335$1.31M0.0%+22.6%0.000%
7/7/2026 Moody National Bank Trust Division1,802$282K0.0%+4.2%0.000%
7/7/2026 Grove Bank & Trust3,722$583K0.1%-4.1%0.000%
7/7/2026 CoreCap Advisors LLC2,671$419K0.0%+67.3%0.000%
7/7/2026 Pacific Excel Wealth Advisors Inc.3,012$472K0.2%N/A0.000%
7/6/2026 Bangor Savings Bank5,752$901K0.1%-6.8%0.000%
7/2/2026 Versant Capital Management Inc10,771$1.69M0.2%+4.9%0.001%
7/2/2026 CX Institutional844$132K0.0%-79.9%0.000%
7/1/2026 Adelphi Trust Co1,633$256K0.2%+16.6%0.000%
7/1/2026 Eastern Bank6,744$1.06M0.0%-19.3%0.000%
From the man who predicted 2008 crash… (Ad)

Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the biggest story of his 26-year career - an economic shift not seen since 1776. From the government taking stakes in Intel, Lithium Americas, and MP Materials, to sweeping political changes reshaping the economy, Stansberry argues a rare 'New 1776 Moment' is already underway. One Nobel Prize winner calls it a dividing line for all of society. His presentation covers the stocks to buy, the stocks to sell, and three money moves to position yourself on the right side of this shift.tc pixel

Watch Porter Stansberry's full briefing and learn how to prepare now
6/25/2026Hamilton Wealth LLC1,830$280K0.1%N/A0.000%
6/22/2026 Sapient Capital LLC2,363$361K0.0%+24.5%0.000%
6/18/2026Western Wealth Management LLC2,989$457K0.0%+3.6%0.000%
6/9/2026Rathbones Group PLC43,818$6.69M0.0%-4.8%0.002%
6/3/2026Parallel Advisors LLC16,366$2.50M0.0%+29.6%0.001%
6/3/2026NewEdge Advisors LLC75,954$11.60M0.0%+0.5%0.004%
6/1/2026First Nebraska Trust Co1,812$277K0.0%N/A0.000%
6/1/2026Keel Point LLC6,015$919K0.1%-25.6%0.000%
5/29/2026Asset Dedication LLC328$50K0.0%-23.4%0.000%
5/28/2026Henshaw Capital LLC12,295$1.88M0.1%+152.7%0.001%
5/28/2026Cozad Asset Management Inc.1,967$300K0.0%-10.5%0.000%
5/26/2026Glenmede Trust Co. NA63,066$9.63M0.0%+16.0%0.003%
5/26/2026Ruggaard & Associates LLC7,542$1.15M0.5%-1.2%0.000%
5/26/2026Axiom Investment Management LLC3,326$508K0.4%N/A0.000%
5/22/2026Summitry LLC2,118$324K0.0%+5.4%0.000%
5/22/2026Segall Bryant & Hamill LLC18,792$2.93M0.0%N/A0.001%
5/22/2026Wellington Grp LLC309$47K0.0%-45.9%0.000%
5/20/2026TrueWealth Financial Partners1,452$222K0.1%N/A0.000%
5/19/2026Western Wealth Management LLC2,989$457K0.0%+3.6%0.000%
5/19/2026Bank of America Corp DE4,962,794$758.07M0.1%+9.1%0.260%
5/19/2026Hamilton Wealth LLC3,660$559K0.0%N/A0.000%
5/19/2026Twin Lakes Capital Management LLC3,830$585K0.2%-1.9%0.000%
5/19/2026Kensington Investment Counsel LLC8,470$1.29M0.6%-3.2%0.000%
5/19/2026Janus Henderson Group PLC2,275,938$347.65M0.2%+1.9%0.119%
5/19/2026Centaurus Financial Inc.5,594$854K0.0%-11.5%0.000%
5/19/2026Ashton Thomas Securities LLC22,962$3.51M0.4%N/A0.001%
5/19/2026Arkadios Wealth Advisors36,200$5.53M0.1%+3.9%0.002%
5/19/2026Opal Capital LLC11,175$1.71M0.3%+12.2%0.001%
5/18/2026EverSource Wealth Advisors LLC6,504$994K0.0%+70.1%0.000%
5/18/2026Empire Financial Management Company LLC15,997$2.44M0.6%-3.0%0.001%
5/18/2026Resources Management Corp CT ADV450$69K0.0%+80.0%0.000%
5/18/2026Royal Bank of Canada618,710$94.51M0.0%+7.1%0.032%
5/18/2026Empowered Funds LLC68,854$10.52M0.1%+13.8%0.004%
5/16/2026The Manufacturers Life Insurance Company 37,202$5.68M0.0%-39.4%0.002%
5/16/2026Maverick Capital Ltd.15,247$2.33M0.0%+37.7%0.001%
5/16/2026Quantinno Capital Management LP340,728$52.05M0.1%+13.1%0.018%
5/16/2026Lazard Asset Management LLC6,702$1.02M0.0%-6.5%0.000%
5/16/2026Family Manage LLC1,493$228K0.0%-92.7%0.000%
5/15/2026Gateway Wealth Partners LLC4,616$705K0.0%N/A0.000%
5/15/2026Royal Capital Wealth Management LLC1,394$213K0.1%N/A0.000%
5/15/2026Quadcap Wealth Management LLC15,367$2.35M0.3%-5.5%0.001%
5/15/202644 Wealth Management LLC3,405$520K0.2%+41.8%0.000%
5/15/2026Van Diest Capital LLC2,181$333K0.3%+11.1%0.000%
5/15/2026Bradley Foster & Sargent Inc. CT17,635$2.69M0.0%-2.5%0.001%
5/15/2026Waverly Advisors LLC17,301$2.64M0.0%+10.6%0.001%
5/15/2026Wealth Alliance LLC3,248$496K0.0%-8.8%0.000%
5/15/2026Epoch Investment Partners Inc.1,525$233K0.0%N/A0.000%
5/15/2026Entropy Technologies LP12,359$1.89M0.1%N/A0.001%
5/15/2026Bridgewater Advisors Inc.10,249$1.54M0.1%-7.8%0.001%
5/15/2026Cannell & Spears LLC4,047$612K0.0%-20.8%0.000%
From the man who predicted 2008 crash… (Ad)

Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the biggest story of his 26-year career - an economic shift not seen since 1776. From the government taking stakes in Intel, Lithium Americas, and MP Materials, to sweeping political changes reshaping the economy, Stansberry argues a rare 'New 1776 Moment' is already underway. One Nobel Prize winner calls it a dividing line for all of society. His presentation covers the stocks to buy, the stocks to sell, and three money moves to position yourself on the right side of this shift.tc pixel

Watch Porter Stansberry's full briefing and learn how to prepare now
5/14/2026Renaissance Technologies LLC1,111,833$169.83M0.3%-17.2%0.058%
5/14/2026Hilltop Holdings Inc.8,983$1.37M0.1%-25.1%0.000%
5/14/2026GC Wealth Management RIA LLC5,022$767K0.0%+35.2%0.000%
5/14/2026Public Employees Retirement System of Ohio10,412$1.59M0.0%-89.3%0.001%
5/14/2026FCA Corp TX22,851$3.49M1.0%+1.1%0.001%
5/14/2026Compound Planning Inc.30,578$4.67M0.1%+13.1%0.002%
5/14/2026Klingman & Associates LLC4,293$656K0.0%+3.7%0.000%
5/14/2026Modern Wealth Management LLC9,378$1.45M0.0%-6.6%0.000%
5/14/2026Keebeck Wealth Management2,718$415K0.0%N/A0.000%
5/14/2026Arrowstreet Capital Limited Partnership108,597$16.59M0.0%-86.2%0.006%


NVS Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,564 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 Bank of America Corp DE ($758.07M).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 1,324 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 24,968,877 shares in the last 24 months. This purchase volume represents approximately $3.37B in transactions.

Of the 679 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 ($2.82M), Dodge & Cox ($2.80M), Wellington Management Group LLP ($2.49M), Dimensional Fund Advisors LP ($950.78K), Franklin Resources Inc. ($894.00K), Balyasny Asset Management L.P. ($871.55K), and Renaissance Technologies LLC ($766.00K).

Institutional investors have sold a total of 19,440,722 shares in the last 24 months. This volume of shares sold represents approximately $2.61B in transactions.


Related Companies

This page (NYSE:NVS) was last updated on 7/12/2026 by MarketBeat.com Staff.
From Our Partners
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Ray Dalio: Buy Gold. Get Paid.
Ray Dalio, founder of Bridgewater Associates, is urging investors to hold 15% of their portfolio in gold and c...
Investors Alley | Sponsoredtc pixel
Buy the “unseen winner of the AI race” before July 22
Marc Chaikin - the analyst who called Nvidia before a 45,000% surge - says one overlooked AI stock could split...
Chaikin Analytics | Sponsoredtc pixel
BlackRock is hoarding it. JPMorgan is hoarding it. Do you own it?
BlackRock, JPMorgan, Goldman Sachs, and Fidelity are reportedly accumulating a scarce blockchain asset - one t...
Awesomely, LLC | Sponsoredtc pixel
Executive order could send gold to 6,000 per ounce
Executive Order 14330 will allow Americans to hold precious metals inside 401(k)s for the first time ever - an...
Cedar Gold Group | Sponsoredtc pixel
The Starlink of Energy
A portable energy unit - already used by the U.S. Navy for decades - is now drawing serious attention from Big...
Monument Traders Alliance | Sponsoredtc pixel
Your book attached
Bill Poulos is giving away his 'Simple Options Trading For Beginners' book at no cost - normally $29.97. It ou...
Profits Run | Sponsoredtc pixel
SpaceX Opens Up 11% — Here’s What You Need to Know
SpaceX - ticker SPCX - just completed the biggest IPO in American history, raising $75 billion at a $1.8 trill...
Porter & Company | Sponsoredtc pixel