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Novartis (NVS) Institutional Ownership

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$110.33 +0.87 (+0.80%)
As of 10:40 AM 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)
759
Total
Institutional Inflows
(last 12 months)
$1.93B
Number of
Institutional Sellers
(last 12 months)
615
Total
Institutional Outflows
(last 12 months)
$1.27B
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NVS Institutional Buying and Selling by Quarter

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Novartis Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025Fiduciary Financial Group LLC3,595$372K0.1%-9.7%0.000%
4/15/2025 GAMMA Investing LLC6,524$727K0.1%+29.9%0.000%
4/15/2025Wealthcare Advisory Partners LLC3,041$339K0.0%+9.0%0.000%
4/15/2025Trust Co. of Oklahoma11,749$1.31M0.5%-1.3%0.001%
4/14/2025Yousif Capital Management LLC27,525$3.07M0.0%-18.6%0.001%
4/14/2025Farther Finance Advisors LLC15,628$1.71M0.0%+27.7%0.001%
4/14/2025Daymark Wealth Partners LLC29,598$3.30M0.1%+1.1%0.001%
4/14/2025CHICAGO TRUST Co NA4,994$557K0.1%+16.5%0.000%
4/14/2025Range Financial Group LLC3,019$337K0.1%-3.1%0.000%
4/14/2025 Portside Wealth Group LLC4,622$515K0.1%-9.7%0.000%
4/14/2025Baldwin Wealth Partners LLC MA41,420$4.62M0.3%-14.2%0.002%
4/14/2025Courier Capital LLC1,998$223K0.0%N/A0.000%
4/14/2025First Citizens Bank & Trust Co.3,029$338K0.0%+12.9%0.000%
4/14/2025Capital Investment Advisors LLC4,014$447K0.0%-4.5%0.000%
4/14/2025Bangor Savings Bank7,381$823K0.1%-12.9%0.000%
4/14/2025Park Avenue Securities LLC46,508$5.19M0.1%+7.8%0.002%
4/14/2025OLD National Bancorp IN10,443$1.16M0.0%-26.8%0.001%
4/14/2025Kennebec Savings Bank5,694$635K0.7%+7.8%0.000%
4/14/2025Beach Investment Counsel Inc. PA26,347$2.94M0.4%-4.4%0.001%
4/14/2025Patriot Financial Group Insurance Agency LLC12,786$1.43M0.2%+5.4%0.001%
4/14/2025Wedmont Private Capital6,501$699K0.0%+2.4%0.000%
4/14/2025UMB Bank n.a.5,968$665K0.0%-19.6%0.000%
4/14/2025Perennial Advisors LLC42,016$4.69M0.9%+2.1%0.002%
4/11/2025 Godsey & Gibb Inc.195,457$21.79M2.1%+1.6%0.010%
4/11/2025 Intergy Private Wealth LLC2,757$307K0.1%+3.9%0.000%
4/11/2025 Gateway Investment Advisers LLC2,642$295K0.0%N/A0.000%
4/11/2025 Independence Bank of Kentucky9,207$1.03M0.2%-1.9%0.000%
4/11/2025 First Affirmative Financial Network9,058$1.01M0.6%+5.2%0.000%
4/11/2025 Procyon Advisors LLC22,374$2.49M0.2%+8.3%0.001%
4/11/2025 Intellectus Partners LLC4,538$506K0.1%+9.1%0.000%
4/11/2025 Riverview Trust Co2,296$256K0.3%-39.0%0.000%
4/11/2025 Foster Group Inc.3,039$339K0.0%+43.1%0.000%
4/10/2025 Chesley Taft & Associates LLC32,147$3.58M0.2%-0.6%0.002%
4/10/2025 Cypress Wealth Services LLC1,984$221K0.0%N/A0.000%
4/10/2025 Naples Global Advisors LLC27,234$3.14M0.3%-2.8%0.001%
4/10/2025 HF Advisory Group LLC10,955$1.22M0.5%+21.1%0.001%
4/10/2025 Beacon Financial Group20,648$2.30M0.3%-4.5%0.001%
4/10/2025 Portside Wealth Group LLC5,117$570K0.1%+17.3%0.000%
4/10/2025 Veracity Capital LLC3,646$406K0.2%-4.8%0.000%
4/10/2025 Nixon Peabody Trust Co.7,842$874K0.1%-81.5%0.000%
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4/10/2025 Financial Management Professionals Inc.464$52K0.0%+33.0%0.000%
4/10/2025 Watershed Private Wealth LLC2,930$327K0.1%N/A0.000%
4/10/2025 Apella Capital LLC2,539$264K0.0%N/A0.000%
4/10/2025 Heritage Family Offices LLP5,866$654K0.3%-3.9%0.000%
4/10/2025 Viking Fund Management LLC1,000$111K0.0%N/A0.000%
4/10/2025 Romano Brothers AND Company7,037$784K0.1%-3.8%0.000%
4/10/2025 Whipplewood Advisors LLC1,617$175K0.1%+8.0%0.000%
4/9/2025 Capital Asset Advisory Services LLC2,484$275K0.0%N/A0.000%
4/9/2025 Fulton Bank N.A.6,435$717K0.0%-17.3%0.000%
4/9/2025 Merit Financial Group LLC19,978$2.23M0.0%+85.1%0.001%
4/9/2025 Eldred Rock Partners LLC80,835$9.03M2.8%+33.3%0.004%
4/9/2025 Quad Cities Investment Group LLC2,970$331K0.2%+9.8%0.000%
4/9/2025 NBC Securities Inc.11,618$1.30M0.1%+116,080.0%0.001%
4/9/2025 Baker Tilly Wealth Management LLC4,319$481K0.2%+14.1%0.000%
4/9/2025 Douglas Lane & Associates LLC169,475$18.89M0.3%+7.3%0.008%
4/9/2025 Woodstock Corp3,142$350K0.0%-4.6%0.000%
4/9/2025 Dakota Community Bank & Trust NA2,361$263K1.3%+5.3%0.000%
4/9/2025 Sanders Morris Harris LLC2,000$219K0.0%N/A0.000%
4/8/2025 Rhumbline Advisers38,600$4.30M0.0%+11.1%0.002%
4/8/2025 Fifth Third Wealth Advisors LLC5,389$601K0.0%+49.6%0.000%
4/8/2025 Cascade Investment Advisors Inc.22,235$2.48M1.7%-1.6%0.001%
4/8/2025 Beese Fulmer Investment Management Inc.1,960$219K0.0%N/A0.000%
4/8/2025 Pacifica Partners Inc.1,984$223K0.1%-18.7%0.000%
4/8/2025 New Hampshire Trust8,734$974K0.2%+4.3%0.000%
4/8/2025 Lantz Financial LLC6,610$737K0.2%+2.0%0.000%
4/8/2025 BTC Capital Management Inc.15,383$1.72M0.2%+3.2%0.001%
4/8/2025 Burns J W & Co. Inc. NY5,800$647K0.1%-14.5%0.000%
4/8/2025 Delphi Management Inc. MA13,299$1.48M1.5%-7.1%0.001%
4/8/2025 Rothschild Investment LLC16,533$1.84M0.1%-0.9%0.001%
4/8/2025 Parallel Advisors LLC12,831$1.43M0.0%-11.0%0.001%
4/7/2025 Summit Global Investments13,121$1.46M0.1%-63.7%0.001%
4/7/2025 GAMMA Investing LLC727,296$81.08M0.0%+14,376.4%0.036%
4/7/2025 Nexus Investment Management ULC220$25K0.0%N/A0.000%
4/4/2025 Agate Pass Investment Management LLC11,050$1.23M0.5%+53.2%0.001%
4/3/2025 Central Pacific Bank Trust Division3,800$424K0.1%-7.3%0.000%
4/3/2025 Versant Capital Management Inc7,507$837K0.1%+856.3%0.000%
4/3/2025 First Hawaiian Bank20,707$2.31M0.1%+2.4%0.001%
4/3/2025 Boston Common Asset Management LLC150,460$16.77M0.5%-4.0%0.007%
4/3/2025 Jacobs & Co. CA2,600$289K0.0%-5.5%0.000%
4/2/2025 Park National Corp OH13,845$1.54M0.1%-6.4%0.001%
4/2/2025 Marotta Asset Management7,270$836K0.2%+3.8%0.000%
4/1/2025 Cullen Investment Group LTD.5,401$602K0.1%-3.7%0.000%
3/17/2025Wealth Enhancement Advisory Services LLC145,836$14.19M0.0%+42.4%0.007%
3/17/2025NorthCrest Asset Manangement LLC19,818$1.93M0.1%-65.6%0.001%
3/12/2025Centaurus Financial Inc.6,265$610K0.0%+9.4%0.000%
2/28/2025Park Square Financial Group LLC313$30K0.0%N/A0.000%
2/27/2025Brucke Financial Inc.6,121$641K0.6%N/A0.000%
2/27/2025Azzad Asset Management Inc. ADV37,500$3.65M0.7%+2.9%0.002%
2/26/2025Bristol John W & Co. Inc. NY609,682$59.33M1.0%-2.2%0.030%
2/25/2025Heck Capital Advisors LLC3,331$324K0.0%N/A0.000%
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2/25/2025B. Riley Wealth Advisors Inc.19,769$1.92M0.1%-12.3%0.001%
2/24/2025Hall Capital Management Co. Inc.4,857$473K0.2%N/A0.000%
2/24/2025Great Valley Advisor Group Inc.43,055$4.19M0.1%+8.5%0.002%
2/24/2025Cypress Asset Management Inc. TX7,082$704K0.2%N/A0.000%
2/21/2025Ascent Group LLC6,848$666K0.1%+2.3%0.000%
2/21/2025Aberdeen Wealth Management LLC12,030$1.17M0.8%-5.5%0.001%
2/21/2025Perennial Advisors LLC41,171$4.01M0.9%N/A0.002%
2/21/2025Vermillion Wealth Management Inc.465$45K0.0%N/A0.000%
2/20/2025Forum Financial Management LP24,553$2.39M0.0%+3.1%0.001%
2/20/2025Michels Family Financial LLC3,482$339K0.3%N/A0.000%
(Data available from 1/1/2016 forward)

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NVS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NVS shares?

During the previous two years, 1,388 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 1,105 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 41,776,928 shares in the last 24 months. This purchase volume represents approximately $4.13B in transactions.

Which Novartis major shareholders have been selling company stock?

Of the 876 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 39,388,821 shares in the last 24 months. This volume of shares sold represents approximately $3.98B in transactions.


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This page (NYSE:NVS) was last updated on 4/15/2025 by MarketBeat.com Staff
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