# NOVARTIS AG (NVS)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/NVS/

- Reporting holders: 79
- Reported value: $96.8M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $26.4M | 185,430 | 0.3% | 3 |
| [Douglas Lane & Associates, LLC](https://holderbook.com/funds/1672594-douglas-lane-associates-llc/) | $18.9M | 132,255 | 0.3% | 32 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $5.9M | 41,229 | 0.0% | 16 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $5.4M | 37,780 | 0.1% | 32 |
| [Coastline Trust Co](https://holderbook.com/funds/1324279-coastline-trust-co/) | $2.9M | 20,095 | 0.3% | 32 |
| [HALL LAURIE J TRUSTEE](https://holderbook.com/funds/1388382-hall-laurie-j-trustee/) | $2.8M | 19,686 | 0.9% | 30 |
| [BENEDICT FINANCIAL ADVISORS INC](https://holderbook.com/funds/711089-benedict-financial-advisors-inc/) | $2.4M | 16,800 | 0.5% | 32 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $2.0M | 14,019 | 0.1% | 12 |
| [PARK NATIONAL CORP /OH/](https://holderbook.com/funds/805676-park-national-corp-oh/) | $1.9M | 13,274 | 0.1% | 32 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $1.5M | 10,719 | 0.1% | 17 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $1.4M | 9,475 | 0.0% | 32 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $1.3M | 9,250 | 0.0% | 28 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $1.3M | 9,152 | 0.0% | 31 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $1.3M | 8,890 | 0.0% | 14 |
| [HF Advisory Group, LLC](https://holderbook.com/funds/1963169-hf-advisory-group-llc/) | $1.3M | 8,897 | 0.4% | 13 |
| [Kennon-Green & Company, LLC](https://holderbook.com/funds/1963352-kennon-green-company-llc/) | $1.1M | 7,412 | 0.8% | 16 |
| [CYPRESS ASSET MANAGEMENT INC/TX](https://holderbook.com/funds/1030618-cypress-asset-management-inc-tx/) | $941.4K | 6,603 | 0.2% | 32 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $911.3K | 6,392 | 0.0% | 9 |
| [Marotta Asset Management](https://holderbook.com/funds/1802091-marotta-asset-management/) | $900.8K | 6,318 | 0.2% | 22 |
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $840.6K | 5,896 | 0.1% | 19 |
| [Peoples Bank/KS](https://holderbook.com/funds/1998269-peoples-bank-ks/) | $825.5K | 5,790 | 0.8% | 13 |
| [Dickmeyer Boyce Financial Management, Inc.](https://holderbook.com/funds/2038325-dickmeyer-boyce-financial-management-inc/) | $821.5K | 5,762 | 0.4% | 3 |
| [BAKER TILLY WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1840565-baker-tilly-wealth-management-llc/) | $689.5K | 4,836 | 0.1% | 24 |
| [Veracity Capital LLC](https://holderbook.com/funds/1811005-veracity-capital-llc/) | $673.8K | 4,726 | 0.2% | 28 |
| [Monument Capital Management](https://holderbook.com/funds/1729428-monument-capital-management/) | $634.2K | 4,448 | 0.1% | 5 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 79 | $96.8M |
| Q2 2026 | 1,639 | $23.6B |
| Q1 2026 | 1,605 | $23.4B |
| Q4 2025 | 1,523 | $19.5B |
| Q3 2025 | 1,411 | $18.0B |
| Q2 2025 | 1,396 | $16.9B |
| Q1 2025 | 1,366 | $15.9B |
| Q4 2024 | 1,346 | $13.2B |
| Q3 2024 | 1,318 | $15.7B |
| Q2 2024 | 1,313 | $15.2B |
| Q1 2024 | 1,254 | $15.3B |
| Q4 2023 | 1,279 | $15.4B |