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Novartis (NVS) Institutional Ownership

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$145.64 -4.53 (-3.02%)
Closing price 03:59 PM Eastern
Extended Trading
$146.64 +1.01 (+0.69%)
As of 05:04 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)
970
Total
Institutional Inflows
(last 12 months)
$3.38B
Number of
Institutional Sellers
(last 12 months)
685
Total
Institutional Outflows
(last 12 months)
$2.61B
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Skip Chart & View Institutional Buying and Selling Data

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
6/1/2026Keel Point LLC6,015$919K0.1%-25.6%0.000%
5/29/2026 Asset Dedication LLC328$50K0.0%-23.4%0.000%
5/28/2026 Henshaw Capital LLC12,295$1.88M0.1%+152.7%0.001%
5/28/2026 Cozad Asset Management Inc.1,967$300K0.0%-10.5%0.000%
5/26/2026 Glenmede Trust Co. NA63,066$9.63M0.0%+16.0%0.003%
5/26/2026 Ruggaard & Associates LLC7,542$1.15M0.5%-1.2%0.000%
5/26/2026 Axiom Investment Management LLC3,326$508K0.4%N/A0.000%
5/22/2026 Summitry LLC2,118$324K0.0%+5.4%0.000%
5/22/2026 Segall Bryant & Hamill LLC18,792$2.93M0.0%N/A0.001%
5/22/2026 Wellington Grp LLC309$47K0.0%-45.9%0.000%
5/20/2026 TrueWealth Financial Partners1,452$222K0.1%N/A0.000%
5/19/2026 Western Wealth Management LLC2,989$457K0.0%+3.6%0.000%
5/19/2026 Bank of America Corp DE4,962,794$758.07M0.1%+9.1%0.260%
5/19/2026 Hamilton Wealth LLC3,660$559K0.0%N/A0.000%
5/19/2026 Twin Lakes Capital Management LLC3,830$585K0.2%-1.9%0.000%
5/19/2026 Kensington Investment Counsel LLC8,470$1.29M0.6%-3.2%0.000%
5/19/2026 Janus Henderson Group PLC2,275,938$347.65M0.2%+1.9%0.119%
5/19/2026 Centaurus Financial Inc.5,594$854K0.0%-11.5%0.000%
5/19/2026 Ashton Thomas Securities LLC22,962$3.51M0.4%N/A0.001%
5/19/2026 Arkadios Wealth Advisors36,200$5.53M0.1%+3.9%0.002%
5/19/2026 Opal Capital LLC11,175$1.71M0.3%+12.2%0.001%
5/18/2026 EverSource Wealth Advisors LLC6,504$994K0.0%+70.1%0.000%
5/18/2026 Empire Financial Management Company LLC15,997$2.44M0.6%-3.0%0.001%
5/18/2026 Resources Management Corp CT ADV450$69K0.0%+80.0%0.000%
5/18/2026 Royal Bank of Canada618,710$94.51M0.0%+7.1%0.032%
5/18/2026 Empowered Funds LLC68,854$10.52M0.1%+13.8%0.004%
5/16/2026 The Manufacturers Life Insurance Company 37,202$5.68M0.0%-39.4%0.002%
5/16/2026 Maverick Capital Ltd.15,247$2.33M0.0%+37.7%0.001%
5/16/2026 Quantinno Capital Management LP340,728$52.05M0.1%+13.1%0.018%
5/16/2026 Lazard Asset Management LLC6,702$1.02M0.0%-6.5%0.000%
5/16/2026 Family Manage LLC1,493$228K0.0%-92.7%0.000%
5/15/2026 Gateway Wealth Partners LLC4,616$705K0.0%N/A0.000%
5/15/2026 Royal Capital Wealth Management LLC1,394$213K0.1%N/A0.000%
5/15/2026 Quadcap Wealth Management LLC15,367$2.35M0.3%-5.5%0.001%
5/15/2026 44 Wealth Management LLC3,405$520K0.2%+41.8%0.000%
5/15/2026 Van Diest Capital LLC2,181$333K0.3%+11.1%0.000%
5/15/2026 Bradley Foster & Sargent Inc. CT17,635$2.69M0.0%-2.5%0.001%
5/15/2026 Waverly Advisors LLC17,301$2.64M0.0%+10.6%0.001%
5/15/2026 Wealth Alliance LLC3,248$496K0.0%-8.8%0.000%
5/15/2026 Epoch Investment Partners Inc.1,525$233K0.0%N/A0.000%
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5/15/2026 Entropy Technologies LP12,359$1.89M0.1%N/A0.001%
5/15/2026 Bridgewater Advisors Inc.10,249$1.54M0.1%-7.8%0.001%
5/15/2026 Cannell & Spears LLC4,047$612K0.0%-20.8%0.000%
5/14/2026 Renaissance Technologies LLC1,111,833$169.83M0.3%-17.2%0.058%
5/14/2026 Hilltop Holdings Inc.8,983$1.37M0.1%-25.1%0.000%
5/14/2026 GC Wealth Management RIA LLC5,022$767K0.0%+35.2%0.000%
5/14/2026 Public Employees Retirement System of Ohio10,412$1.59M0.0%-89.3%0.001%
5/14/2026 FCA Corp TX22,851$3.49M1.0%+1.1%0.001%
5/14/2026 Compound Planning Inc.30,578$4.67M0.1%+13.1%0.002%
5/14/2026 Klingman & Associates LLC4,293$656K0.0%+3.7%0.000%
5/14/2026 Modern Wealth Management LLC9,378$1.45M0.0%-6.6%0.000%
5/14/2026 Keebeck Wealth Management2,718$415K0.0%N/A0.000%
5/14/2026 Arrowstreet Capital Limited Partnership108,597$16.59M0.0%-86.2%0.006%
5/14/2026 Oak Associates Ltd. OH156,362$23.88M1.6%-0.4%0.008%
5/14/2026 Cloverfields Capital Group LP22,888$3.50M1.1%-3.6%0.001%
5/14/2026 Liberty One Investment Management LLC4,941$755K0.1%+10.0%0.000%
5/14/2026 Aspen Grove Capital LLC2,167$331K0.1%N/A0.000%
5/14/2026 Bowen Hanes & Co. Inc.1,400$214K0.0%-50.0%0.000%
5/14/2026 Bank of Nova Scotia1,386$212K0.0%-56.6%0.000%
5/14/2026 Dickmeyer Boyce Financial Management Inc.6,007$918K0.5%N/A0.000%
5/14/2026 Gibbs Wealth Management13,783$2.11M0.3%+331.9%0.001%
5/14/2026 Sei Investments Co.619,274$94.59M0.1%+9.6%0.032%
5/14/2026 Davis R M Inc.1,747$267K0.0%N/A0.000%
5/14/2026 Lido Advisors LLC34,678$5.30M0.0%-20.7%0.002%
5/13/2026 Cetera Investment Advisers203,045$31.02M0.0%+13.5%0.011%
5/13/2026 Aureus Asset Management LLC5,495$839K0.1%+27.4%0.000%
5/13/2026 Dynamic Wealth Strategies LLC338$52K0.0%N/A0.000%
5/13/2026 NewEdge Wealth LLC546,505$83.48M1.0%+8.1%0.029%
5/13/2026 Arvest Bank Trust Division6,176$943K0.1%+7.9%0.000%
5/13/2026 First Citizens Bank & Trust Co.5,780$883K0.0%+7.7%0.000%
5/13/2026 Transmarket Holdings LP35,075$5.36M2.9%+1,474.3%0.002%
5/13/2026 First Trust Advisors LP366,559$55.99M0.0%-1.4%0.019%
5/12/2026 Saturna Capital Corp311,008$47.51M0.7%-0.5%0.016%
5/12/2026 XY Capital Ltd8,770$1.34M1.3%+213.2%0.000%
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%
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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%


NVS Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,566 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 1,325 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 25,051,509 shares in the last 24 months. This purchase volume represents approximately $3.38B in transactions.

Of the 685 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 19,447,427 shares in the last 24 months. This volume of shares sold represents approximately $2.61B in transactions.


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This page (NYSE:NVS) was last updated on 6/1/2026 by MarketBeat.com Staff.
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