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Novartis (NVS) Institutional Ownership

Novartis logo
$159.06 +2.82 (+1.80%)
As of 08/21/2026 03:58 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)
863
Total
Institutional Inflows
(last 12 months)
$2.91B
Number of
Institutional Sellers
(last 12 months)
608
Total
Institutional Outflows
(last 12 months)
$2.28B
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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
8/23/2026 Angeles Wealth Management LLC4,448$697K0.0%+3.8%0.000%
8/22/2026 Compass Financial Management LLC5,335$819K0.1%N/A0.000%
8/22/2026 NBH Bank231$36K0.0%N/A0.000%
8/22/2026 Shah Wealth Advisors LLC4,346$681K0.2%N/A0.000%
8/22/2026 MW Advisory LLC3,834$601K0.2%N/A0.000%
8/22/2026 Markowski Investments339$53K0.0%N/A0.000%
8/22/2026 Old Mission Investment Co LLC1,620$254K0.1%N/A0.000%
8/22/2026 Highland Investment Advisors LLC161$25K0.0%N/A0.000%
8/22/2026 Timbuktu Capital Management LLC400$63K0.1%N/A0.000%
8/22/2026 Invested Advisors3,455$541K0.5%-10.3%0.000%
8/22/2026 Three Seasons Wealth LLC3,857$604K0.1%+13.4%0.000%
8/22/2026 Syon Capital LLC7,220$1.13M0.0%+55.3%0.000%
8/22/2026 TD Waterhouse Canada Inc.86,457$13.32M0.0%+15.8%0.005%
8/22/2026 Concurrent Investment Advisors LLC20,676$3.24M0.0%+39.4%0.001%
8/21/2026 Carter Financial Group INC.1,406$220K0.1%-46.9%0.000%
8/21/2026 Greenspring Advisors LLC4,173$654K0.0%-11.8%0.000%
8/21/2026 Continuum Advisory LLC1,421$223K0.0%N/A0.000%
8/21/2026 Live Oak Private Wealth LLC72,426$11.35M1.5%-3.9%0.004%
8/21/2026 Natural Investments LLC5,116$801K0.2%+2.2%0.000%
8/21/2026 Symphony Financial Ltd. Co.1,325$209K0.0%N/A0.000%
8/21/2026 Independence Bank of Kentucky7,882$1.24M0.1%-2.5%0.000%
8/21/2026 Bedel Financial Consulting Inc.4,326$678K0.1%-7.6%0.000%
8/20/2026 Proficio Capital Partners LLC2,058$323K0.0%+38.7%0.000%
8/20/2026 Clifford Swan Investment Counsel LLC60,118$9.42M0.3%-17.1%0.003%
8/20/2026 Rehmann Capital Advisory Group7,503$1.18M0.0%+12.0%0.000%
8/20/2026 CMH Wealth Management LLC11,433$1.79M0.3%+3.4%0.001%
8/20/2026 Oarsman Capital Inc.4,006$628K0.0%-7.3%0.000%
8/20/2026 Headlands Technologies LLC7,145$1.12M0.1%+262.1%0.000%
8/20/2026 Ancora Advisors LLC2,086$327K0.0%-9.7%0.000%
8/20/2026 Two Sigma Securities LLC3,246$509K0.0%N/A0.000%
8/20/2026 Benjamin Edwards Inc.5,979$937K0.0%+13.8%0.000%
8/20/2026 GTS Securities LLC3,897$611K0.0%N/A0.000%
8/20/2026 Flputnam Investment Management Co.8,090$1.27M0.0%-18.6%0.000%
8/20/2026 Northwestern Mutual Wealth Management Co.62,887$9.86M0.0%+0.6%0.003%
8/20/2026 Wedbush Securities Inc.4,405$690K0.0%+1.9%0.000%
8/20/2026 Denali Advisors LLC13,287$2.08M0.2%-2.3%0.001%
8/20/2026 Rational Advisors Inc.4,853$761K0.1%-36.1%0.000%
8/20/2026 Greenleaf Trust14,361$2.25M0.0%-0.8%0.001%
8/19/2026 Capital Advisors Inc. OK1,953$306K0.0%+19.3%0.000%
8/19/2026 Trustmark Bank Trust Department25,560$4.01M0.2%-3.1%0.001%
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8/19/2026 Van ECK Associates Corp633,523$99.29M0.1%-29.0%0.033%
8/19/2026 Ferguson Wellman Capital Management Inc.182,260$28.56M0.3%-0.1%0.010%
8/19/2026 Wellington Management Group LLP11,045$1.73M0.0%N/A0.001%
8/18/2026 Pin Oak Investment Advisors Inc.1,253$196K0.1%N/A0.000%
8/18/2026 North Star Asset Management Inc.6,158$965K0.0%N/A0.000%
8/18/2026 Kahn Brothers Group Inc.13,186$2.07M0.0%N/A0.001%
8/18/2026 Kahn Brothers Group Inc.13,386$2.04B4.1%N/A0.001%
8/18/2026 Dearborn Partners LLC32,039$5.02M0.2%N/A0.002%
8/15/2026 First Bancorp Inc ME 362$57K0.0%N/A0.000%
8/14/2026 Dearborn Partners LLC35,208$5.38M0.3%N/A0.002%
8/12/2026 Pinnacle West Asset Management Inc.4,155$651K0.4%N/A0.000%
8/11/2026 Somerville Kurt F10,438$1.64M0.4%N/A0.001%
8/7/2026 Trust Co. of Vermont46,466$7.28M0.3%N/A0.002%
8/6/2026 Clearstead Trust LLC550$86K0.0%N/A0.000%
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%
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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%
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%


NVS Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,540 institutional investors and hedge funds held shares of Novartis. The most heavily invested institutionals were Kahn Brothers Group Inc. ($2.04B), 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), and Loomis Sayles & Co. L P ($763.00M).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 1,298 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 21,110,171 shares in the last 24 months. This purchase volume represents approximately $2.91B in transactions.

Of the 608 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), Dimensional Fund Advisors LP ($950.78K), Balyasny Asset Management L.P. ($871.55K), Renaissance Technologies LLC ($766.00K), and Principal Financial Group Inc. ($759.09K).

Institutional investors have sold a total of 16,590,554 shares in the last 24 months. This volume of shares sold represents approximately $2.28B in transactions.


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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 8/23/2026. New 13F filings are added each quarter as they're published.
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