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Novartis (NVS) Institutional Ownership

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$156.18 -2.27 (-1.43%)
Closing price 07/31/2026 03:59 PM Eastern
Extended Trading
$157.00 +0.82 (+0.53%)
As of 07/31/2026 07:57 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.
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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)
918
Total
Institutional Inflows
(last 12 months)
$3.29B
Number of
Institutional Sellers
(last 12 months)
649
Total
Institutional Outflows
(last 12 months)
$2.58B
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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
7/25/2026 SPWM Advisors LLC2,948$453K0.4%-23.8%0.000%
7/25/2026 Allen Wealth Management LLC3,170$497K0.2%-27.5%0.000%
7/25/2026 Bartlett & CO. Wealth Management LLC83,188$13.04M0.2%-0.1%0.004%
7/25/2026 Legacy Advisors LLC2,837$445K0.0%+13.2%0.000%
7/24/2026 CPC Advisors LLC1,516$238K0.0%+4.6%0.000%
7/24/2026 Avidian Wealth Enterprises LLC8,699$1.36M0.0%-4.9%0.000%
7/24/2026 D.A. Davidson & CO.163,017$25.55M0.1%-23.4%0.009%
7/24/2026 Benjamin Edwards Inc.5,979$937K0.0%+13.8%0.000%
7/24/2026 Penobscot Investment Management Company Inc.26,577$4.17M0.3%-6.0%0.001%
7/24/2026 Catalyst Capital Advisors LLC41,842$6.56M0.1%-2.3%0.002%
7/24/2026 Provenance Wealth Advisors LLC637$100K0.0%+27.4%0.000%
7/24/2026 EverSource Wealth Advisors LLC4,064$637K0.0%-37.5%0.000%
7/24/2026 Leisure Capital Management1,549$243K0.1%+11.1%0.000%
7/24/2026 Naples Global Advisors LLC26,087$4.09M0.3%-0.4%0.001%
7/24/2026 Sivia Capital Partners LLC6,151$964K0.1%-29.5%0.000%
7/24/2026 Essex LLC1,500$235K0.0%-38.8%0.000%
7/24/2026 Signaturefd LLC51,066$8.00M0.1%+6.3%0.003%
7/24/2026 Cookson Peirce & Co. Inc.283,840$44.48M1.5%+0.1%0.015%
7/24/2026 Tanager Wealth Management LLP1,281$201K0.0%N/A0.000%
7/24/2026 Welch Group LLC7,262$1.14M0.0%-23.3%0.000%
7/23/2026 Cape Investment Advisory Inc.747$117K0.0%N/A0.000%
7/23/2026 PFG Investments LLC4,173$654K0.0%+1.8%0.000%
7/23/2026 Johnson Investment Counsel Inc.12,976$2.03M0.0%+0.7%0.001%
7/23/2026 Anchyra Partners LLC4,265$668K0.2%+2.3%0.000%
7/23/2026 J. M. Brown & Associates Inc.3,213$504K0.3%N/A0.000%
7/23/2026 Symmetry Partners LLC2,848$446K0.0%N/A0.000%
7/23/2026 Granite Group Advisors LLC2,187$343K0.2%+38.4%0.000%
7/23/2026 Cornerstone Wealth Management LLC2,360$370K0.0%-29.8%0.000%
7/23/2026 Capital Advisors Inc. OK1,953$306K0.0%+19.3%0.000%
7/23/2026 Apollon Wealth Management LLC10,037$1.57M0.0%-7.0%0.001%
7/23/2026 SBI Securities Co. Ltd.1,101$173K0.0%-6.8%0.000%
7/23/2026 Atlatl Advisers LLC164$26K0.0%N/A0.000%
7/23/2026 Confluence Wealth Services Inc.1,925$302K0.0%N/A0.000%
7/22/2026 Entelevest LLC1,810$284K0.2%N/A0.000%
7/22/2026 Patton Albertson Miller Group LLC3,695$579K0.1%-2.3%0.000%
7/22/2026 Mirae Asset Global Investments Co. Ltd.195,986$30.72M0.0%+40.4%0.010%
7/22/2026 JM2 Capital Inc.2,374$372K0.3%-8.0%0.000%
7/22/2026 Madson Wealth Advisors Inc7,299$1.14M0.8%+11.3%0.000%
7/22/2026 Evolution Wealth Management Inc.163$26K0.0%+552.0%0.000%
7/22/2026 Greenleaf Trust14,361$2.25M0.0%-0.8%0.001%
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7/21/2026 Crux Wealth Advisors8,973$1.41M0.5%-5.7%0.000%
7/21/2026 Novem Group8,727$1.37M0.1%-6.6%0.000%
7/21/2026 CV Advisors LLC3,800$596K0.1%N/A0.000%
7/21/2026 Summitry LLC2,464$386K0.0%+16.3%0.000%
7/21/2026 Boston Common Asset Management LLC91,740$14.38M0.9%-15.1%0.005%
7/21/2026 SOA Wealth Advisors LLC.14,750$2.31M0.3%+4,316.2%0.001%
7/21/2026 Envestnet Portfolio Solutions Inc.19,022$2.98M0.0%+3.9%0.001%
7/21/2026 Opal Wealth Advisors LLC4,383$687K0.1%-5.4%0.000%
7/21/2026 Triasima Portfolio Management inc.44,755$7.01M0.9%-14.7%0.002%
7/21/2026 Rydar Equities Inc.2,630$403K0.2%N/A0.000%
7/21/2026 Sound Income Strategies LLC3,034$475K0.0%+428.6%0.000%
7/21/2026 IFP Advisors Inc4,068$638K0.0%+10.6%0.000%
7/21/2026 Gateway Investment Advisers LLC6,564$1.03M0.0%+3.2%0.000%
7/21/2026 Interchange Capital Partners LLC3,832$601K0.1%+92.1%0.000%
7/21/2026 Owl Creek Wealth Partners LLC1,335$209K0.1%-11.9%0.000%
7/21/2026 Merit Financial Group LLC34,804$5.46M0.0%+3.3%0.002%
7/20/2026 Palisade Asset Management LLC15,639$2.45M0.2%-4.7%0.001%
7/20/2026 Live Oak Private Wealth LLC72,426$11.35M1.4%-3.9%0.004%
7/20/2026 Smithbridge Asset Management Inc. DE49,133$7.70M1.0%+0.7%0.003%
7/20/2026 Farmers & Merchants Investments Inc.36,502$5.72M0.1%-0.4%0.002%
7/20/2026 Venturi Wealth Management LLC17,084$2.68M0.1%+3.5%0.001%
7/20/2026 Moody Lynn Lieberson & Walker LLC28,965$4.54M0.2%+2.4%0.002%
7/20/2026 Aspiriant LLC4,290$672K0.0%+48.0%0.000%
7/20/2026 Mission Wealth Management LP19,690$3.09M0.0%+85.7%0.001%
7/20/2026 Walled Lake Planning & Wealth Management LLC50,139$7.86M2.0%+0.3%0.003%
7/20/2026 Sowell Financial Services LLC6,566$1.03M0.0%-10.7%0.000%
7/20/2026 Marshall Financial Group LLC17,632$2.76M0.4%+3.8%0.001%
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%
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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%


NVS Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,551 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 1,304 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 24,328,209 shares in the last 24 months. This purchase volume represents approximately $3.29B in transactions.

Of the 649 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 19,133,012 shares in the last 24 months. This volume of shares sold represents approximately $2.58B in transactions.


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This page (NYSE:NVS) was last updated on 8/2/2026 by MarketBeat.com Staff.
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