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Novartis (NVS) Institutional Ownership

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$121.90 -1.91 (-1.54%)
Closing price 07/3/2025 03:30 PM Eastern
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$123.50 +1.60 (+1.32%)
As of 07/3/2025 04:04 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 Polygon.io. 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)
826
Total
Institutional Inflows
(last 12 months)
$2.39B
Number of
Institutional Sellers
(last 12 months)
665
Total
Institutional Outflows
(last 12 months)
$1.72B
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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
7/3/2025 Arvest Investments Inc.3,793$459K0.1%-75.6%0.000%
7/3/2025 JBGlobal.com LLC1,689$204K0.2%N/A0.000%
7/2/2025 Marotta Asset Management6,623$801K0.2%-8.9%0.000%
7/2/2025 Central Pacific Bank Trust Division3,600$436K0.1%-5.3%0.000%
7/1/2025 Park National Corp OH13,755$1.66M0.1%-0.7%0.001%
7/1/2025 Harbor Investment Advisory LLC1,692$205K0.0%-7.5%0.000%
7/1/2025 Cullen Investment Group LTD.4,936$597K0.1%-8.6%0.000%
6/18/2025Voya Investment Management LLC39,260$4.38M0.0%+1.3%0.002%
6/5/2025Osterweis Capital Management Inc.87,194$9.72M0.0%+2.8%0.004%
6/4/2025 First Hawaiian Bank20,707$2.31M0.1%+2.4%0.001%
6/2/2025Modern Wealth Management LLC7,755$864K0.0%N/A0.000%
5/29/2025Rhumbline Advisers38,600$4.30M0.0%+11.1%0.002%
5/28/2025Intrua Financial LLC1,876$209K0.0%-17.1%0.000%
5/27/2025Jacobi Capital Management LLC7,089$790K0.1%+4.6%0.000%
5/27/2025Advisors Capital Management LLC45,617$5.09M0.1%+5.1%0.002%
5/21/2025Acadian Asset Management LLC28,368$3.16M0.0%-24.9%0.001%
5/21/2025Geneos Wealth Management Inc.33,282$3.71M0.1%+10.4%0.002%
5/20/2025Focus Partners Wealth47,548$5.31M0.0%+16.8%0.002%
5/20/2025Integrity Alliance LLC.3,124$348K0.0%N/A0.000%
5/20/2025Anchor Investment Management LLC7,026$783K0.1%-6.6%0.000%
5/19/2025Bayforest Capital Ltd753$84K0.0%-77.0%0.000%
5/19/2025SCS Capital Management LLC5,210$586K0.0%N/A0.000%
5/16/2025Empowered Funds LLC15,825$1.76M0.0%N/A0.001%
5/16/2025Logan Capital Management Inc.41,959$4.68M0.2%+1.4%0.002%
5/16/2025Ascent Group LLC14,024$1.56M0.1%+104.8%0.001%
5/16/2025RNC Capital Management LLC3,676$410K0.0%+3.7%0.000%
5/16/2025Arete Wealth Advisors LLC3,330$371K0.0%-7.7%0.000%
5/16/2025Great Lakes Advisors LLC26,954$3.01M0.0%+29.0%0.001%
5/16/2025Fred Alger Management LLC27,357$3.14M0.0%+4.0%0.001%
5/16/2025Ashton Thomas Private Wealth LLC2,977$344K0.0%-6.3%0.000%
5/16/2025Goldman Sachs Group Inc.3,660,485$408.07M0.1%+60.3%0.173%
5/16/2025Knightsbridge Asset Management LLC3,674$410K0.1%-4.6%0.000%
5/16/2025Cape Investment Advisory Inc.807$90K0.0%+18.2%0.000%
5/16/2025Jones Financial Companies Lllp31,098$3.42M0.0%-77.3%0.001%
5/16/2025Sepio Capital LP13,179$1.47M0.1%-3.6%0.001%
5/16/2025Ruggaard & Associates LLC7,399$825K0.4%+1.6%0.000%
5/16/2025Parkwood LLC106,377$11.86M1.1%-9.8%0.005%
5/16/2025Plancorp LLC8,569$955K0.0%+77.9%0.000%
5/16/2025New Vernon Capital Holdings II LLC1,383,244$154.20M0.7%+12,664.1%0.065%
5/16/2025NewEdge Advisors LLC77,088$8.59M0.1%-10.7%0.004%
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5/16/2025Integrated Wealth Concepts LLC21,155$2.36M0.0%-12.2%0.001%
5/16/2025Hall Laurie J Trustee26,142$2.91M1.0%-3.9%0.001%
5/16/2025Clark Capital Management Group Inc.592,245$66.02M0.5%+6.5%0.028%
5/16/2025Curi RMB Capital LLC55,850$6.23M0.2%N/A0.003%
5/16/2025AQR Capital Management LLC22,573$2.52M0.0%+102.8%0.001%
5/16/2025Advisors Asset Management Inc.24,336$2.71M0.1%-6.2%0.001%
5/16/2025Alyeska Investment Group L.P.11,722$1.31M0.0%N/A0.001%
5/16/2025American Trust Investment Advisors LLC6,715$749K0.3%+12.4%0.000%
5/16/2025Ancora Advisors LLC2,807$313K0.0%-8.7%0.000%
5/16/2025Aprio Wealth Management LLC2,762$308K0.0%N/A0.000%
5/15/2025EP Wealth Advisors LLC11,359$1.27M0.0%-5.3%0.001%
5/15/2025First Manhattan CO. LLC.49,460$5.70M0.0%-0.4%0.002%
5/15/2025GW Henssler & Associates Ltd.136,418$15.21M0.8%-44.7%0.006%
5/15/2025Paloma Partners Management Co5,102$569K0.1%N/A0.000%
5/15/2025Focus Partners Advisor Solutions LLC6,682$745K0.0%+51.9%0.000%
5/15/2025First Financial Bankshares Inc217,419$24.24M0.5%+1.3%0.010%
5/15/2025Flputnam Investment Management Co.10,579$1.18M0.0%-1.0%0.001%
5/15/2025Point72 Europe London LLP102,259$11.40M0.8%-3.4%0.005%
5/15/2025Royal Bank of Canada543,232$60.56M0.0%-8.0%0.026%
5/15/2025Graham Capital Management L.P.43,479$4.85M0.1%-9.8%0.002%
5/15/2025Retirement Planning Co of New England Inc.9,619$1.07M0.4%N/A0.000%
5/15/2025MAI Capital Management22,468$2.51M0.0%-6.6%0.001%
5/15/2025Trace Wealth Advisors LLC1,825$203K0.2%N/A0.000%
5/15/2025Cura Wealth Advisors LLC1,991$222K0.1%N/A0.000%
5/15/2025Nomura Holdings Inc.27,440$3.06M0.0%N/A0.001%
5/15/2025FRG Family Wealth Advisors LLC9,440$1.05M0.2%-4.9%0.000%
5/15/2025Twin Tree Management LP6,299$702K0.0%-10,598.3%0.000%
5/15/2025Hayek Kallen Investment Management39,485$4.40M1.6%-1.5%0.002%
5/15/2025Connecticut Wealth Management LLC2,052$229K0.0%-4.6%0.000%
5/15/2025Baird Financial Group Inc.85,131$9.49M0.0%+0.6%0.004%
5/15/2025Vident Advisory LLC32,868$3.66M0.1%+29.7%0.002%
5/15/2025Evergreen Capital Management LLC17,718$2.05M0.1%+1.4%0.001%
5/15/2025WPG Advisers LLC228$25K0.0%N/A0.000%
5/15/2025Oak Associates Ltd. OH152,399$16.99M1.3%+0.2%0.007%
5/15/2025Oarsman Capital Inc.5,359$597K0.1%-4.3%0.000%
5/15/2025Earnest Partners LLC824,371$91.90M0.4%+3.6%0.039%
5/14/2025Paces Ferry Wealth Advisors LLC3,239$361K0.2%-5.4%0.000%
5/14/2025CreativeOne Wealth LLC2,477$276K0.0%+8.6%0.000%
5/14/2025Ieq Capital LLC13,899$1.55M0.0%+17.1%0.001%
5/14/2025Quadcap Wealth Management LLC12,704$1.42M0.2%-0.8%0.001%
5/14/2025Gabelli Funds LLC79,900$8.91M0.1%-5.4%0.004%
5/14/2025Causeway Capital Management LLC4,236$472K0.0%-27.8%0.000%
5/14/2025Harvest Portfolios Group Inc.503,638$56.15M1.7%-5.0%0.024%
5/14/2025WCG Wealth Advisors LLC18,433$2.06M0.2%-9.5%0.001%
5/14/2025WealthTrust Axiom LLC34,885$3.89M1.2%+3.1%0.002%
5/14/2025Apexium Financial LP2,144$239K0.0%N/A0.000%
5/14/2025Kayne Anderson Rudnick Investment Management LLC9,025$1.01M0.0%-5.1%0.000%
5/14/2025Freedom Investment Management Inc.6,582$734K0.1%-11.8%0.000%
5/14/2025Synovus Financial Corp11,575$1.29M0.0%-7.1%0.001%
5/14/2025ICONIQ Capital LLC7,907$881K0.0%+30.2%0.000%
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5/14/2025Campbell & CO Investment Adviser LLC14,940$1.67M0.1%-85.0%0.001%
5/14/2025Enterprise Financial Services Corp2,222$248K0.1%-26.3%0.000%
5/14/2025Dodge & Cox11,818,102$1.32B0.8%-3.2%0.559%
5/14/2025Jump Financial LLC8,591$958K0.0%+302.4%0.000%
5/14/2025SVB Wealth LLC7,418$827K0.0%-16.9%0.000%
5/14/2025Smartleaf Asset Management LLC11,538$1.30M0.1%+14.0%0.001%
5/14/2025Bahl & Gaynor Inc.93,554$10.43M0.1%-5.5%0.004%
5/14/2025Northwestern Mutual Wealth Management Co.66,597$7.42M0.0%+1.1%0.003%
5/14/2025Haverford Trust Co37,265$4.15M0.0%-1.8%0.002%
5/14/2025Kestra Advisory Services LLC29,639$3.30M0.0%-21.4%0.001%
(Data available from 1/1/2016 forward)

NVS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NVS shares?

During the previous two years, 1,414 institutional investors and hedge funds held shares of Novartis. The most heavily invested institutionals were Dodge & Cox ($1.32B), Primecap Management Co. CA ($1.16B), Dimensional Fund Advisors LP ($959.54M), Morgan Stanley ($710.76M), Loomis Sayles & Co. L P ($542.69M), Bank of America Corp DE ($442.64M), and Franklin Resources Inc. ($423.84M).Learn more on Novartis' institutional investors.

What percentage of Novartis' stock is owned by institutional investors?

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

Which institutional investors have been buying Novartis' stock?

Of the 1,129 institutional investors that purchased Novartis' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Goldman Sachs Group Inc. ($2.75M), Dimensional Fund Advisors LP ($1.99M), New Vernon Capital Holdings II LLC ($1.37M), Bank of New York Mellon Corp ($1.25M), Grantham Mayo Van Otterloo & Co. LLC ($1.14M), Castlekeep Investment Advisors LLC ($1.14M), and Raymond James Financial Inc. ($907.81K).

How much institutional buying is happening at Novartis?

Institutional investors have bought a total of 22,476,594 shares in the last 24 months. This purchase volume represents approximately $2.39B in transactions.

Which of Novartis' major shareholders have been selling company stock?

Of the 665 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 ($2.03M), Mondrian Investment Partners LTD ($1.60M), Wellington Management Group LLP ($1.39M), Franklin Resources Inc. ($983.89K), Arrowstreet Capital Limited Partnership ($888.87K), Magnetar Financial LLC ($600.60K), and Renaissance Technologies LLC ($440.80K).

How much institutional selling is happening at Novartis?

Institutional investors have sold a total of 16,207,525 shares in the last 24 months. This volume of shares sold represents approximately $1.72B in transactions.


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This page (NYSE:NVS) was last updated on 7/6/2025 by MarketBeat.com Staff
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