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Novartis (NVS) Institutional Ownership

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$111.91 +0.74 (+0.67%)
As of 03:00 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)
769
Total
Institutional Inflows
(last 12 months)
$1.95B
Number of
Institutional Sellers
(last 12 months)
620
Total
Institutional Outflows
(last 12 months)
$1.31B
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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
4/25/2025Naviter Wealth LLC39,993$4.66M0.6%-1.3%0.002%
4/25/2025Essex Financial Services Inc.7,208$804K0.1%+2.4%0.000%
4/25/2025Northcape Wealth Management LLC8,370$933K0.3%-2.3%0.000%
4/25/2025Almanack Investment Partners LLC.2,943$328K0.1%-3.4%0.000%
4/25/2025Joel Isaacson & Co. LLC7,261$809K0.0%+55.2%0.000%
4/25/2025Convergence Financial LLC2,997$334K0.1%-22.2%0.000%
4/24/2025Cambridge Advisors Inc.9,675$1.08M0.2%-4.0%0.000%
4/24/2025Tsfg LLC233$26K0.0%+366.0%0.000%
4/24/2025Allspring Global Investments Holdings LLC112,469$12.33M0.0%+14.3%0.005%
4/24/2025Highland Capital Management LLC14,862$1.66M0.1%-7.8%0.001%
4/24/2025BSW Wealth Partners3,600$401K0.1%-49.8%0.000%
4/24/2025Mirae Asset Global Investments Co. Ltd.427,918$47.87M0.1%-19.1%0.020%
4/24/2025Bartlett & CO. Wealth Management LLC85,187$9.84M0.1%-26.9%0.004%
4/24/2025Trust Co. of Vermont46,896$5.23M0.3%-2.2%0.002%
4/24/2025Loring Wolcott & Coolidge Fiduciary Advisors LLP MA6,551$721K0.0%-4.9%0.000%
4/24/2025Diversified Trust Co5,451$608K0.0%+6.5%0.000%
4/24/2025CNB Bank4,361$486K0.2%-28.8%0.000%
4/24/2025PDS Planning Inc8,897$992K0.1%+11.4%0.000%
4/23/2025 Penobscot Investment Management Company Inc.25,767$2.87M0.3%+6.4%0.001%
4/23/2025 Western Wealth Management LLC1,935$216K0.0%N/A0.000%
4/23/2025 Sequoia Financial Advisors LLC32,777$3.65M0.0%+18.6%0.002%
4/23/2025 Value Partners Investments Inc.7,094$791K0.1%+51.2%0.000%
4/23/2025 Perigon Wealth Management LLC16,896$1.88M0.0%-2.0%0.001%
4/23/2025 Alpine Bank Wealth Management300$33K0.0%N/A0.000%
4/23/2025 Arlington Partners LLC40,882$4.56M1.8%+31.2%0.002%
4/23/2025 HBK Sorce Advisory LLC2,613$291K0.0%+11.6%0.000%
4/23/2025 Pinnacle Bancorp Inc.3,615$403K0.1%-2.6%0.000%
4/23/2025 Golden State Wealth Management LLC1,420$158K0.0%+100.0%0.000%
4/23/2025 Bessemer Group Inc.11,289$1.26M0.0%+10.9%0.001%
4/23/2025 Spire Wealth Management3,032$338K0.0%+17.2%0.000%
4/23/2025 Daymark Wealth Partners LLC29,598$3.30M0.1%+1.1%0.001%
4/23/2025 E&G Advisors LP5,538$617K0.2%-1.8%0.000%
4/23/2025 Mill Capital Management LLC4,438$495K0.0%-8.5%0.000%
4/23/2025 Strategic Investment Advisors MI4,361$486K0.1%-6.8%0.000%
4/23/2025 Cornerstone Wealth Group LLC31,438$3.51M0.3%+6.0%0.002%
4/23/2025 Retirement Guys Formula LLC8,407$937K0.5%N/A0.000%
4/23/2025 Community Financial Services Group LLC4,167$465K0.1%-92.3%0.000%
4/23/2025 Chevy Chase Trust Holdings LLC1,101,372$122.78M0.4%-5.1%0.054%
4/23/2025 Keystone Financial Services7,492$835K0.3%+1.6%0.000%
4/23/2025 YHB Investment Advisors Inc.4,093$456K0.0%+16.2%0.000%
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4/23/2025 Keudell Morrison Wealth Management2,828$315K0.1%+3.8%0.000%
4/23/2025 GHP Investment Advisors Inc.1,249$139K0.0%-16.8%0.000%
4/23/2025 Narwhal Capital Management51,982$5.80M0.5%-2.3%0.003%
4/23/2025 Scharf Investments LLC1,258,639$140.31M4.3%+4.6%0.062%
4/23/2025 Oppenheimer & Co. Inc.36,835$4.11M0.1%+6.7%0.002%
4/23/2025 Oppenheimer Asset Management Inc.212,316$23.67M0.3%-7.3%0.010%
4/22/2025 JFS Wealth Advisors LLC5,087$567K0.0%+3.6%0.000%
4/22/2025 TrueMark Investments LLC6,275$700K0.2%N/A0.000%
4/22/2025 Acorn Creek Capital LLC3,511$391K0.2%+4.2%0.000%
4/22/2025 Flagship Harbor Advisors LLC3,146$351K0.0%-18.1%0.000%
4/22/2025 Live Oak Private Wealth LLC76,684$8.55M1.4%+1.6%0.004%
4/22/2025 Cambridge Investment Research Advisors Inc.58,465$6.52M0.0%-44.3%0.003%
4/22/2025 Manning & Napier Advisors LLC133,308$14.86M0.2%-2.6%0.007%
4/22/2025 Guyasuta Investment Advisors Inc.10,454$1.17M0.1%-0.9%0.001%
4/22/2025 Altrius Capital Management Inc79,612$8.88M2.2%+2.4%0.004%
4/22/2025 First PREMIER Bank500$56K0.0%-57.4%0.000%
4/22/2025 Garde Capital Inc.405$45K0.0%N/A0.000%
4/22/2025 Nilsine Partners LLC5,018$559K0.1%-6.5%0.000%
4/22/2025 Woodmont Investment Counsel LLC35,112$3.91M0.3%-3.7%0.002%
4/22/2025 Monte Financial Group LLC52,954$5.87M2.4%-1.4%0.003%
4/22/2025 Garland Capital Management Inc.38,505$4.29M4.0%-8.7%0.002%
4/22/2025 Stonegate Investment Group LLC2,488$277K0.0%N/A0.000%
4/22/2025 PFG Investments LLC2,938$328K0.0%-3.8%0.000%
4/22/2025 Jamison Private Wealth Management Inc.17,678$1.97M0.3%-3.9%0.001%
4/22/2025 Carr Financial Group Corp2,923$326K0.1%-44.6%0.000%
4/22/2025 Private Wealth Partners LLC1,812$202K0.0%N/A0.000%
4/21/2025 Meriwether Wealth & Planning LLC9,727$1.08M0.7%+15.4%0.000%
4/21/2025 Abundance Wealth Counselors13,728$1.53M0.3%+6.9%0.001%
4/21/2025 Avior Wealth Management LLC4,946$551K0.0%-56.1%0.000%
4/21/2025 Means Investment CO. Inc.7,066$788K0.1%-3.3%0.000%
4/21/2025 Blue Trust Inc.6,839$762K0.0%-3.5%0.000%
4/21/2025 Merrion Investment Management Co LLC2,370$264K0.2%-6.5%0.000%
4/21/2025 Advisory Resource Group10,672$1.19M0.2%-6.5%0.001%
4/21/2025 Matthew Goff Investment Advisor LLC89,361$9.96M1.8%+2.1%0.004%
4/21/2025 Envestnet Portfolio Solutions Inc.23,283$2.60M0.0%-37.2%0.001%
4/21/2025 Greenup Street Wealth Management LLC41,106$4.58M0.9%N/A0.002%
4/21/2025 Johnson Investment Counsel Inc.19,106$2.13M0.0%+4.5%0.001%
4/21/2025 Aspiriant LLC2,244$250K0.0%-19.0%0.000%
4/21/2025 CWA Asset Management Group LLC37,646$4.20M0.2%+22.1%0.002%
4/21/2025 Dunhill Financial LLC460$51K0.0%-30.7%0.000%
4/21/2025 Marino Stram & Associates LLC4,537$506K0.1%-2.3%0.000%
4/21/2025 Prentiss Smith & Co. Inc.47,892$5.34M3.5%-0.9%0.002%
4/21/2025 Essex Savings Bank4,526$505K0.1%+15.0%0.000%
4/21/2025 Puzo Michael J2,435$271K0.1%-21.1%0.000%
4/18/2025 Broderick Brian C4,273$476K0.1%-47.1%0.000%
4/18/2025 Wolf Group Capital Advisors1,995$222K0.1%N/A0.000%
4/18/2025 Cornerstone Wealth Management LLC3,737$417K0.0%+15.4%0.000%
4/18/2025 Clarius Group LLC9,631$1.07M0.1%+21.4%0.000%
4/18/2025 Hemenway Trust Co LLC5,403$602K0.0%-21.2%0.000%
4/18/2025 Clayton Financial Group LLC2,013$224K0.1%-7.1%0.000%
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4/18/2025 CENTRAL TRUST Co7,329$817K0.0%+3.6%0.000%
4/18/2025 Five Oceans Advisors7,343$819K0.4%+39.7%0.000%
4/18/2025 Insigneo Advisory Services LLC4,478$499K0.1%-3.1%0.000%
4/18/2025 Cardinal Capital Management47,951$5.53M0.9%+0.3%0.002%
4/17/2025 NBT Bank N A NY29,238$3.26M0.2%-4.5%0.001%
4/17/2025 Robertson Stephens Wealth Management LLC3,134$349K0.0%-11.1%0.000%
4/17/2025 Berkshire Bank3,462$386K0.1%-4.5%0.000%
4/17/2025 Chicago Capital LLC2,138$238K0.0%N/A0.000%
4/17/2025 Grimes & Company Inc.4,622$515K0.0%+3.0%0.000%
4/17/2025 QRG Capital Management Inc.185,868$20.72M0.2%-1.0%0.009%
(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, 1,398 institutional investors and hedge funds held shares of Novartis. The most heavily invested institutionals were Dodge & Cox ($1.19B), Primecap Management Co. CA ($1.07B), Dimensional Fund Advisors LP ($796.37M), 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 NVS's 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 1,116 institutional investors that purchased Novartis stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($7.77M), Providence Capital Advisors LLC ($3.16M), Dimensional Fund Advisors LP ($1.74M), Bank of New York Mellon Corp ($1.25M), Bank of America Corp DE ($1.24M), Grantham Mayo Van Otterloo & Co. LLC ($1.14M), and Castlekeep Investment Advisors LLC ($1.14M).

How much institutional buying is happening at Novartis?

Institutional investors have bought a total of 41,798,342 shares in the last 24 months. This purchase volume represents approximately $4.14B in transactions.

Which Novartis major shareholders have been selling company stock?

Of the 884 institutional investors that sold Novartis stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($7.16M), Charles Schwab Investment Management Inc. ($4.42M), Primecap Management Co. CA ($3.50M), Franklin Resources Inc. ($2.08M), Renaissance Technologies LLC ($1.51M), Cullen Capital Management LLC ($1.18M), and Mondrian Investment Partners LTD ($1.16M).

How much institutional selling is happening at Novartis?

Institutional investors have sold a total of 39,668,251 shares in the last 24 months. This volume of shares sold represents approximately $4.01B in transactions.


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This page (NYSE:NVS) was last updated on 4/25/2025 by MarketBeat.com Staff
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