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Who Owns Novartis AG
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Novartis AG.
Who crossed 5% of NVS →Managers holding
74
as of 2026-09-30
Reported value
$91.7M
summed across filings
Shares held
643.4K
Added vs trimmed
20 / 27
since each filer's last quarter
Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM185.4K shadded | $26.4M |
| Douglas Lane & Associates, LLCCOMMON132.3K shtrimmed | $18.9M |
| Farther Finance Advisors, LLCADR41.2K shadded | $5.9M |
| Gradient Investments LLCSPONSORED ADR37.8K shadded | $5.4M |
| HALL LAURIE J TRUSTEEEquities19.7K shtrimmed | $2.8M |
| BENEDICT FINANCIAL ADVISORS INCCommon Stock16.8K shtrimmed | $2.4M |
| GAMMA Investing LLCADR14K shtrimmed | $2M |
| PARK NATIONAL CORP /OH/Com13.3K shtrimmed | $1.9M |
| Valeo Financial Advisors, LLCADR9.5K shadded | $1.4M |
| Venture Visionary Partners LLCSPONSORED ADR9.3K shtrimmed | $1.3M |
| Avidian Wealth Enterprises, LLCSPONSORED ADR9.2K shadded | $1.3M |
| Wedmont Private CapitalSPONSORED ADR8.9K shadded | $1.3M |
| HF Advisory Group, LLCSPONSORED ADR8.9K shadded | $1.3M |
| Kennon-Green & Company, LLCADR7.4K shtrimmed | $1.1M |
| CYPRESS ASSET MANAGEMENT INC/TXSPONSORED ADR6.6K shtrimmed | $941.4K |
| EASTERN BANKSPONSORED ADR6.4K shtrimmed | $911.3K |
| Bangor Savings BankSPONSORED ADR5.9K shadded | $840.6K |
| Peoples Bank/KSInt'l Common Stock5.8K shheld | $825.5K |
| Dickmeyer Boyce Financial Management, Inc.SPONSORED ADR5.8K shheld | $821.5K |
| NEVILLE RODIE & SHAW INCCOM5.6K shtrimmed | $793K |
| BAKER TILLY WEALTH MANAGEMENT, LLCSPONSORED ADR4.8K shadded | $689.5K |
| Veracity Capital LLCSPONSORED ADR4.7K shtrimmed | $673.8K |
| Monument Capital ManagementSPONSORED ADR4.4K shtrimmed | $634.2K |
| Violich Capital Management, Inc.COM3.8K shtrimmed | $548.5K |
| YHB Investment Advisors, Inc.SPONSORED ADR3.5K shheld | $499.4K |
| RIVERSEDGE ADVISORS, LLCSPONSORED ADR3.4K shtrimmed | $482.7K |
| DAVIDSON TRUST COEquities3.4K shtrimmed | $480.5K |
| Apella Capital, LLCSPONSORED ADR3.2K shadded | $459.2K |
| Grove Bank & TrustSPONSORED ADR2.9K shtrimmed | $416.3K |
| Sound Income Strategies, LLCSPONSORED ADR2.9K shtrimmed | $411.3K |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCSPONSORED ADR2.7K shtrimmed | $384.7K |
| SAPIENT CAPITAL LLCSPONSORED ADR2.7K shadded | $379.7K |
| JACOBS & CO/CACLB2.5K shheld | $359K |
| Cooper Financial GroupSPONSORED ADR2.3K shadded | $332.9K |
| Vann Equity Management LLCSPONSORED ADR2.2K shheld | $319K |
| JUNCTURE WEALTH STRATEGIES, LLCSPONSORED ADR2.2K shadded | $313.4K |
| Gerald Baker Financial Group LLCSPONSORED ADR2.2K shheld | $312.8K |
| Dorato Capital ManagementSPONSORED ADR2.1K shheld | $301.5K |
| Mirador Capital Partners LPSPONSORED ADR2.1K shadded | $299.8K |
| Dakota Community Bank & Trust NASPONSORED ADR2.1K shheld | $296.7K |
| CoreCap Advisors, LLCADR2K shtrimmed | $283.3K |
| Pacifica Partners Inc.SPONSORED ADR2K shheld | $279.8K |
| Hummer Financial Advisory Services IncSPONSORED ADR1.9K shheld | $274.6K |
| Rosenberg Matthew HamiltonADR1.9K shadded | $264.5K |
| DIVERSIFIED MANAGEMENT INCSPONSORED ADR1.8K shadded | $258.1K |
| MOODY NATIONAL BANK TRUST DIVISIONSPONSORED ADR1.8K shheld | $256.9K |
| AMERICAN NATIONAL BANK & TRUSTSPONSORED ADR1.8K shtrimmed | $253.2K |
| Adelphi Trust CoInt'l Common Stock1.7K shadded | $249.4K |
| ROCKLAND TRUST COSPONSORED ADR1.7K shadded | $239.8K |
| Byrne Asset Management LLCCOM1.7K sh— | $236.3K |
| RVW Wealth, LLCSPONSORED ADR1.5K shheld | $219.8K |
| Post Resch Tallon Group Inc.SPONSORED ADR1.5K shtrimmed | $214K |
| Balefire, LLCSPONSORED ADR1.5K shtrimmed | $210K |
| O'Keefe Stevens Advisory, Inc.SPONSORED ADR1.5K shadded | $208.2K |
| PFW Advisors LLCSPONSORED ADR1.5K shtrimmed | $207.7K |
| PROFESSIONAL ADVISORY SERVICES INCCOM1.5K shheld | $207K |
| First Heartland Consultants, Inc.SPONSORED ADR1.4K sh— | $205.4K |
| GK Wealth Management LLCSPONSORED ADR1K sh— | $145.6K |
| TOMPKINS FINANCIAL CORPSPONSORED ADR884 shheld | $126K |
| Bullock Wealth Management GroupADR673 shtrimmed | $94.9K |
| Trust CoADR554 shtrimmed | $79K |
| VALLEY WEALTH MANAGERS, INC.ADR453 shheld | $64.6K |
| Retirement Wealth Solutions LLCSPONSORED ADR255 shtrimmed | $36.4K |
| Bank of New HampshireSPONSORED ADR255 shheld | $36.4K |
| Quintet Private Bank (Europe) S.A.SPONSORED ADR181 shheld | $25.8K |
| ELEVATION WEALTH PARTNERS, LLCSPONSORED ADR160 shadded | $22.8K |
| ARMSTRONG ADVISORY GROUP, INCSPONSORED ADR116 shheld | $16.5K |
| MJT & Associates Financial Advisory Group, Inc.ADR103 shtrimmed | $14.7K |
| Horrell Capital Management, Inc.ADR100 shheld | $14.3K |
| FIRST COMMUNITY TRUST NASPONSORED ADR98 shheld | $14K |
| Aventus Investment Advisors, Inc.ADR90 shheld | $12.8K |
| GILPIN WEALTH MANAGEMENT, LLCSPONSORED ADR51 sh— | $7.3K |
| Paladin Partners, LLCADR31 shheld | $4.4K |
| TOTH FINANCIAL ADVISORY CORPSPONSORED ADR17 sh— | $2.4K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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