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Novartis (NVS) Institutional Ownership

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$140.32 -0.73 (-0.52%)
As of 01:52 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)
865
Total
Institutional Inflows
(last 12 months)
$2.91B
Number of
Institutional Sellers
(last 12 months)
610
Total
Institutional Outflows
(last 12 months)
$2.50B
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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
10/1/2026Montecito Bank & Trust2,396$342K0.1%+38.7%0.000%
10/1/2026Coastline Trust Co20,095$2.87M0.3%-2.4%0.001%
9/23/2026QRG Capital Management Inc.164,478$25.78M0.2%+9.0%0.009%
9/23/2026Envestnet Portfolio Solutions Inc.19,022$2.98M0.0%+3.9%0.001%
9/23/2026Envestnet Asset Management Inc.2,330,979$365.31M0.1%+0.8%0.122%
9/22/2026State Street Corp50,661$8.01M0.0%-96.3%0.003%
9/21/2026Silicon Valley Capital Partners192$30K0.0%+519.4%0.000%
9/15/2026Anchor Investment Management LLC5,952$933K0.1%-11.5%0.000%
9/15/2026Reynders McVeigh Capital Management LLC71,575$11.22M0.5%-2.5%0.004%
9/9/2026Sequoia Financial Advisors LLC38,971$6.11M0.0%-9.3%0.002%
9/9/2026Tidal Investments LLC91,944$14.41M0.0%-52.4%0.005%
9/9/2026Archford Capital Strategies LLC49,908$7.82M0.8%-1.4%0.003%
9/9/2026Engineers Gate Manager LP28,899$4.53M0.1%N/A0.002%
9/9/2026Pinnacle Wealth Management Advisory Group LLC3,504$549K0.0%-2.2%0.000%
9/9/2026NorthRock Partners LLC2,692$422K0.0%+19.6%0.000%
9/9/2026Integrated Wealth Concepts LLC20,523$3.22M0.0%-9.4%0.001%
9/9/2026RFG Advisory LLC4,861$762K0.0%+35.3%0.000%
9/9/2026NewEdge Advisors LLC76,213$11.94M0.0%+0.3%0.004%
9/9/2026IFP Advisors Inc4,068$638K0.0%+10.6%0.000%
9/9/2026Baird Financial Group Inc.68,487$10.73M0.0%+1.9%0.004%
9/8/2026Hudock Inc.2,149$337K0.0%N/A0.000%
9/8/2026Allworth Financial LP92,390$14.48M0.1%-4.2%0.005%
9/8/2026West Family Investments Inc.5,931$930K0.3%-4.4%0.000%
9/4/2026Parkside Financial Bank & Trust5,146$806K0.1%-7.7%0.000%
9/2/2026Range Advisory LLC2,911$456K0.1%N/A0.000%
8/28/2026Cornerstone Financial Management LLC980$154K0.1%+12.0%0.000%
8/27/2026Corient Private Wealth LP437,208$68.52M0.1%-0.8%0.023%
8/26/2026HighTower Advisors LLC267,821$41.97M0.0%+1.2%0.014%
8/23/2026Tanager Wealth Management LLP1,281$201K0.0%N/A0.000%
8/23/2026Ameritas Advisory Services LLC4,647$728K0.0%+94.4%0.000%
8/23/2026Wedmont Private Capital5,894$908K0.0%-11.9%0.000%
8/23/2026Kintra Wealth LLC5,118$776K0.0%+48.7%0.000%
8/23/2026HB Wealth Management LLC19,549$3.06M0.0%+6.8%0.001%
8/23/2026Angeles Wealth Management LLC4,448$697K0.0%+3.8%0.000%
8/22/2026Compass Financial Management LLC5,335$819K0.1%N/A0.000%
8/22/2026NBH Bank231$36K0.0%N/A0.000%
8/22/2026Shah Wealth Advisors LLC4,346$681K0.2%N/A0.000%
8/22/2026MW Advisory LLC3,834$601K0.2%N/A0.000%
8/22/2026Markowski Investments339$53K0.0%N/A0.000%
8/22/2026Old Mission Investment Co LLC1,620$254K0.1%N/A0.000%
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8/22/2026Highland Investment Advisors LLC161$25K0.0%N/A0.000%
8/22/2026Timbuktu Capital Management LLC400$63K0.1%N/A0.000%
8/22/2026Invested Advisors3,455$541K0.5%-10.3%0.000%
8/22/2026Three Seasons Wealth LLC3,857$604K0.1%+13.4%0.000%
8/22/2026Syon Capital LLC7,220$1.13M0.0%+55.3%0.000%
8/22/2026TD Waterhouse Canada Inc.86,457$13.32M0.0%+15.8%0.005%
8/22/2026Concurrent Investment Advisors LLC20,676$3.24M0.0%+39.4%0.001%
8/21/2026Carter Financial Group INC.1,406$220K0.1%-46.9%0.000%
8/21/2026Greenspring Advisors LLC4,173$654K0.0%-11.8%0.000%
8/21/2026Continuum Advisory LLC1,421$223K0.0%N/A0.000%
8/21/2026Live Oak Private Wealth LLC72,426$11.35M1.5%-3.9%0.004%
8/21/2026Natural Investments LLC5,116$801K0.2%+2.2%0.000%
8/21/2026Symphony Financial Ltd. Co.1,325$209K0.0%N/A0.000%
8/21/2026Independence Bank of Kentucky7,882$1.24M0.1%-2.5%0.000%
8/21/2026Bedel Financial Consulting Inc.4,326$678K0.1%-7.6%0.000%
8/20/2026Proficio Capital Partners LLC2,058$323K0.0%+38.7%0.000%
8/20/2026Clifford Swan Investment Counsel LLC60,118$9.42M0.3%-17.1%0.003%
8/20/2026Rehmann Capital Advisory Group7,503$1.18M0.0%+12.0%0.000%
8/20/2026CMH Wealth Management LLC11,433$1.79M0.3%+3.4%0.001%
8/20/2026Oarsman Capital Inc.4,006$628K0.0%-7.3%0.000%
8/20/2026Headlands Technologies LLC7,145$1.12M0.1%+262.1%0.000%
8/20/2026Ancora Advisors LLC2,086$327K0.0%-9.7%0.000%
8/20/2026Two Sigma Securities LLC3,246$509K0.0%N/A0.000%
8/20/2026Benjamin Edwards Inc.5,979$937K0.0%+13.8%0.000%
8/20/2026GTS Securities LLC3,897$611K0.0%N/A0.000%
8/20/2026Flputnam Investment Management Co.8,090$1.27M0.0%-18.6%0.000%
8/20/2026Northwestern Mutual Wealth Management Co.62,887$9.86M0.0%+0.6%0.003%
8/20/2026Wedbush Securities Inc.4,405$690K0.0%+1.9%0.000%
8/20/2026Denali Advisors LLC13,287$2.08M0.2%-2.3%0.001%
8/20/2026Rational Advisors Inc.4,853$761K0.1%-36.1%0.000%
8/20/2026Greenleaf Trust14,361$2.25M0.0%-0.8%0.001%
8/19/2026Capital Advisors Inc. OK1,953$306K0.0%+19.3%0.000%
8/19/2026Trustmark Bank Trust Department25,560$4.01M0.2%-3.1%0.001%
8/19/2026Van ECK Associates Corp633,523$99.29M0.1%-29.0%0.033%
8/19/2026Ferguson Wellman Capital Management Inc.182,260$28.56M0.3%-0.1%0.010%
8/19/2026Wellington Management Group LLP11,045$1.73M0.0%N/A0.001%
8/18/2026Pin Oak Investment Advisors Inc.1,253$196K0.1%N/A0.000%
8/18/2026North Star Asset Management Inc.6,158$965K0.0%N/A0.000%
8/18/2026Kahn Brothers Group Inc.13,186$2.07M0.0%N/A0.001%
8/18/2026Kahn Brothers Group Inc.13,386$2.04M0.0%N/A0.001%
8/18/2026Dearborn Partners LLC32,039$5.02M0.2%N/A0.002%
8/15/2026First Bancorp Inc ME362$57K0.0%N/A0.000%
8/14/2026Dearborn Partners LLC35,208$5.38M0.3%N/A0.002%
8/12/2026Pinnacle West Asset Management Inc.4,155$651K0.4%N/A0.000%
8/11/2026Somerville Kurt F10,438$1.64M0.4%N/A0.001%
8/7/2026Trust Co. of Vermont46,466$7.28M0.3%N/A0.002%
8/6/2026Clearstead Trust LLC550$86K0.0%N/A0.000%
7/25/2026SPWM Advisors LLC2,948$453K0.4%-23.8%0.000%
7/25/2026Allen Wealth Management LLC3,170$497K0.2%-27.5%0.000%
7/25/2026Bartlett & CO. Wealth Management LLC83,188$13.04M0.2%-0.1%0.004%
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7/25/2026Legacy Advisors LLC2,837$445K0.0%+13.2%0.000%
7/24/2026CPC Advisors LLC1,516$238K0.0%+4.6%0.000%
7/24/2026Avidian Wealth Enterprises LLC8,699$1.36M0.0%-4.9%0.000%
7/24/2026D.A. Davidson & CO.163,017$25.55M0.1%-23.4%0.009%
7/24/2026Benjamin Edwards Inc.5,979$937K0.0%+13.8%0.000%
7/24/2026Penobscot Investment Management Company Inc.26,577$4.17M0.3%-6.0%0.001%
7/24/2026Catalyst Capital Advisors LLC41,842$6.56M0.1%-2.3%0.002%
7/24/2026Provenance Wealth Advisors LLC637$100K0.0%+27.4%0.000%
7/24/2026EverSource Wealth Advisors LLC4,064$637K0.0%-37.5%0.000%
7/24/2026Leisure Capital Management1,549$243K0.1%+11.1%0.000%


NVS Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,544 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 1,301 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), Raymond James Financial Inc. ($1.86M), WCM Investment Management LLC ($1.46M), New Vernon Capital Holdings II LLC ($1.37M), Fisher Asset Management LLC ($1.23M), and Morgan Stanley ($1.15M).

Institutional investors have bought a total of 21,085,344 shares in the last 24 months. This purchase volume represents approximately $2.91B in transactions.

Of the 610 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), Wellington Management Group LLP ($2.49M), Dodge & Cox ($1.63M), State Street Corp ($1.39M), Dimensional Fund Advisors LP ($950.78K), Balyasny Asset Management L.P. ($871.55K), and Renaissance Technologies LLC ($766.00K).

Institutional investors have sold a total of 18,009,233 shares in the last 24 months. This volume of shares sold represents approximately $2.50B in transactions.


Related Companies

Institutional ownership data for NYSE:NVS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/1/2026. New 13F filings are added each quarter as they're published.
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