NOVO-NORDISK A S (NVO)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
64
Reporting holders
$52.1M
Reported value
1.0%
Calls
0.7%
Puts
-1,309
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| JIA INVESTMENT ALLIANCE PTE. LTD. | $16.2M | 426,700 | 1.39% | 12q | HELD |
| Martin Capital Partners, LLC | $4.5M | 119,277 | 1.62% | 7q | -0.8%-$37.2K |
| Farther Finance Advisors, LLC | $3.5M | 91,827 | 0.02% | 16q | +10.6%+$333.9K |
| Eastover Investment Advisors LLC | $3.2M | 83,162 | 1.23% | 5q | -2.0%-$65.6K |
| EASTERN BANK | $3.1M | 82,419 | 0.05% | 9q | -32.8%-$1.5M |
| Norman Fields, Gottscho Capital Management, LLC | $1.4M | 37,125 | 0.43% | 32q | -12.1%-$194.5K |
| BENEDICT FINANCIAL ADVISORS INC | $1.3M | 33,551 | 0.25% | 28q | -0.6%-$7.7K |
| Heartwood Wealth Advisors LLC | $1.1M | 28,576 | 0.09% | 3q | -1.6%-$18.2K |
| Valeo Financial Advisors, LLC | $974.0K | 25,491 | 0.02% | 21q | -4.2%-$43.1K |
| Ridgewood Investments LLC | $946.6K | 24,970 | 0.35% | 7q | +16.9%+$136.6K |
| Bangor Savings Bank | $941.8K | 24,842 | 0.07% | 32q | HELD |
| Avidian Wealth Enterprises, LLC | $915.9K | 24,159 | 0.03% | 24q | -23.6%-$283.4K |
| Venture Visionary Partners LLC | $915.4K | 24,147 | 0.02% | 16q | -2.2%-$20.8K |
| CenterStar Asset Management, LLC | $875.7K | options only | 0.21% | new | OPTIONS |
| Investors Research Corp | $675.7K | 17,825 | 0.12% | 3q | -2.2%-$15.2K |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $667.2K | 17,599 | 0.01% | 27q | +1.2%+$8.1K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $618.4K | 16,314 | 0.12% | 24q | +15.2%+$81.7K |
| CACTI ASSET MANAGEMENT LLC | $613.0K | 16,000 | 0.03% | 19q | HELD |
| AVAII WEALTH MANAGEMENT, LLC | $587.8K | 15,751 | 0.17% | 5q | +20.7%+$100.9K |
| Marotta Asset Management | $504.2K | 13,300 | 0.09% | 22q | -1.7%-$8.8K |
| ALKEME WEALTH, LLC | $503.4K | 13,278 | 0.19% | 4q | -12.7%-$73.5K |
| DOLIVER ADVISORS, LP | $501.8K | 13,236 | 0.11% | 11q | -20.9%-$132.9K |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | $483.0K | 12,740 | 0.35% | 4q | -11.7%-$63.8K |
| SAPIENT CAPITAL LLC | $479.6K | 12,651 | 0.01% | 12q | -50.0%-$479.6K |
| Versant Capital Management, Inc | $471.3K | 12,431 | 0.04% | 8q | +24.7%+$93.3K |
| Quintet Private Bank (Europe) S.A. | $461.2K | 12,165 | 0.02% | 14q | HELD |
| MOODY NATIONAL BANK TRUST DIVISION | $449.4K | 11,854 | 0.04% | 2q | +4.4%+$19.0K |
| DIVERSIFIED MANAGEMENT INC | $415.1K | 10,950 | 0.07% | 4q | +9.5%+$36.0K |
| GAMMA Investing LLC | $371.1K | 9,789 | 0.01% | 12q | -24.5%-$120.6K |
| Dickmeyer Boyce Financial Management, Inc. | $366.3K | 9,664 | 0.19% | 3q | -15.8%-$68.5K |
| CENTRAL BANK & TRUST CO | $362.0K | 9,549 | 0.05% | 10q | -35.3%-$197.3K |
| Stokes Capital Advisors, LLC | $326.0K | 8,600 | 0.07% | 22q | HELD |
| Wedmont Private Capital | $294.7K | 7,718 | 0.01% | 18q | -4.5%-$13.8K |
| Atlas Brown,Inc. | $278.9K | 7,357 | 0.07% | new | NEW |
| Gallagher Capital Advisors, LLC | $268.6K | 7,085 | 0.14% | 8q | +13.8%+$32.6K |
| Keystone Financial Planning, Inc. | $265.9K | 7,014 | 0.07% | 2q | HELD |
| Bath Savings Trust Co | $265.4K | 7,002 | 0.03% | 32q | -15.2%-$47.6K |
| Grove Bank & Trust | $263.4K | 6,948 | 0.03% | 13q | -31.9%-$123.5K |
| ARMSTRONG HENRY H ASSOCIATES INC | $252.6K | 6,664 | 0.02% | 17q | HELD |
| Central Pacific Bank - Trust Division | $238.8K | 6,300 | 0.03% | 3q | HELD |
| GK Wealth Management LLC | $233.7K | 6,164 | 0.13% | 2q | HELD |
| Rosenberg Matthew Hamilton | $233.1K | 6,148 | 0.04% | 27q | +2.7%+$6.0K |
| Hardin Capital Partners, LLC | $227.5K | 6,000 | 0.11% | 3q | -8.0%-$19.7K |
| CoreCap Advisors, LLC | $164.0K | 4,325 | 0.00% | 9q | -19.0%-$38.5K |
| Byrne Asset Management LLC | $114.3K | 3,055 | 0.06% | 20q | +9.7%+$10.1K |
| Miller Global Investments, LLC | $107.3K | 2,831 | 0.09% | 4q | HELD |
| General Partner, Inc. | $78.9K | 2,080 | 0.04% | 11q | HELD |
| GILPIN WEALTH MANAGEMENT, LLC | $54.9K | 1,448 | 0.04% | 4q | +10.6%+$5.3K |
| ARMSTRONG ADVISORY GROUP, INC | $27.1K | 715 | 0.00% | 10q | HELD |
| ATWOOD & PALMER INC | $15.2K | 400 | 0.00% | 13q | HELD |
| MJT & Associates Financial Advisory Group, Inc. | $10.7K | 283 | 0.01% | 7q | +26.3%+$2.2K |
| Bank & Trust Co | $8.8K | 233 | 0.01% | 10q | HELD |
| ELEVATION WEALTH PARTNERS, LLC | $8.3K | 218 | 0.00% | 5q | HELD |
| Bullock Wealth Management Group | $8.2K | 219 | 0.00% | 11q | -10.6% |
| Retirement Wealth Solutions LLC | $7.7K | 203 | 0.00% | 8q | +12.2% |
| Pacifica Partners Inc. | $5.7K | 153 | 0.00% | 7q | HELD |
| Planning Strategies Inc. | $5.2K | 138 | 0.00% | new | NEW |
| Dorato Capital Management | $4.8K | 126 | 0.00% | 4q | HELD |
| GoalVest Advisory LLC | $1.9K | 51 | 0.00% | 11q | HELD |
| TOTH FINANCIAL ADVISORY CORP | $1.1K | 28 | 0.00% | new | NEW |
| Horrell Capital Management, Inc. | $1.0K | 20 | 0.00% | 11q | HELD |
| Olistico Wealth, LLC | $607 | 16 | 0.00% | 4q | HELD |
| Bank of New Hampshire | $569 | 15 | 0.00% | 19q | HELD |
| Noble Wealth Management PBC | $38 | 1 | 0.00% | 2q | -95.0% |
| CX Institutional | $17 | 444 | 0.00% | 7q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 64 | $52.1M | 1,350,900 | 4 | 14 | 25 | 1.7% |
| Q2 2026 | 1,373 | $25.6B | 483,737,849 | 207 | 458 | 436 | 22.6% |
| Q1 2026 | 1,283 | $15.8B | 331,271,125 | 127 | 438 | 458 | 22.7% |
| Q4 2025 | 1,428 | $21.5B | 315,720,572 | 144 | 427 | 560 | 25.1% |
| Q3 2025 | 1,414 | $22.2B | 306,911,050 | 152 | 487 | 539 | 23.3% |
| Q2 2025 | 1,502 | $24.5B | 314,461,701 | 116 | 564 | 558 | 11.4% |
| Q1 2025 | 1,545 | $25.3B | 325,005,137 | 125 | 602 | 535 | 9.2% |
| Q4 2024 | 1,684 | $31.6B | 338,786,785 | 105 | 569 | 610 | 7.9% |
| Q3 2024 | 1,793 | $42.3B | 338,966,262 | 119 | 629 | 601 | 4.6% |
| Q2 2024 | 1,874 | $50.8B | 340,725,872 | 194 | 722 | 540 | 4.4% |
| Q1 2024 | 1,753 | $47.7B | 354,474,319 | 298 | 691 | 439 | 4.5% |
| Q4 2023 | 1,520 | $35.2B | 324,595,181 | 192 | 550 | 407 | 3.7% |
| Q3 2023 | 1,318 | $29.4B | 300,851,561 | 182 | 1,075 | 36 | 5.9% |
| Q2 2023 | 1,207 | $24.1B | 143,507,465 | 129 | 410 | 364 | 3.9% |
| Q1 2023 | 1,154 | $23.4B | 147,640,890 | 165 | 306 | 404 | 2.2% |
| Q4 2022 | 1,055 | $19.8B | 143,600,803 | 162 | 273 | 328 | 2.0% |
| Q3 2022 | 911 | $14.2B | 138,879,431 | 68 | 283 | 296 | 2.2% |
| Q2 2022 | 937 | $16.7B | 147,777,432 | 91 | 296 | 289 | 1.6% |
| Q1 2022 | 905 | $15.6B | 137,141,802 | 73 | 275 | 273 | 2.1% |
| Q4 2021 | 889 | $15.1B | 132,068,497 | 86 | 241 | 267 | 2.1% |
| Q3 2021 | 805 | $12.9B | 132,175,692 | 90 | 252 | 214 | 1.3% |
| Q2 2021 | 738 | $11.1B | 131,622,036 | 75 | 235 | 208 | 0.9% |
| Q1 2021 | 707 | $8.9B | 131,964,482 | 57 | 244 | 194 | 0.6% |
| Q4 2020 | 704 | $9.7B | 136,982,341 | 57 | 209 | 205 | 1.6% |
| Q3 2020 | 659 | $9.8B | 139,593,540 | 43 | 175 | 219 | 0.8% |
| Q2 2020 | 665 | $9.5B | 143,659,123 | 69 | 183 | 247 | 1.2% |
| Q1 2020 | 647 | $9.6B | 157,991,088 | 63 | 152 | 264 | 0.6% |
| Q4 2019 | 639 | $10.2B | 173,210,394 | 74 | 165 | 200 | 1.2% |
| Q3 2019 | 565 | $9.0B | 172,578,817 | 52 | 156 | 189 | 1.4% |
| Q2 2019 | 561 | $9.0B | 174,543,312 | 51 | 165 | 185 | 1.5% |
| Q1 2019 | 580 | $9.3B | 175,647,472 | 63 | 153 | 192 | 0.9% |
| Q4 2018 | 551 | $8.1B | 173,634,166 | 5 | 4 | 12 | 1.3% |