Novartis Ag (NVS) Institutional Ownership

Ownership Summary

According to SEC filings for the period ending December 2025, Novartis Ag (NYSE:NVS) is held by 756 institutional firms.

• These investors collectively held 0.8% of the company's total shares outstanding in December 2025, down from 6.8% in September 2025.
• On a quarter-over-quarter basis, institutional holdings shifted by -1.27%, with a year-over-year a decrease of 42.33% in the count of filers.
• During the quarter, 322 institutions bought more Novartis Ag shares, 233 sold shares, and 201 of the 756 total investors held their position steady.
• The total number of shares held by institutions in Novartis Ag decreased to 16.06Mn as of December 2025, a net change of down by 205.88K shares quarter on quarter, and down 113.63Mn shares year over year.
• With 1.81Mn shares, PRINCIPAL FINANCIAL GROUP INC commands the largest institutional position in Novartis Ag as of December 31, 2025, equating to 0.09% of the company.
• Among the most significant buyers of Novartis Ag during December 2025 were ABC ARBITRAGE SA (176.75K), TRUIST FINANCIAL CORP (54.68K), ASSETMARK, INC (48.08K), BXM Wealth LLC (37.64K), Spire Wealth Management (37.52K).
• Leading sellers of Novartis Ag stock in December 2025 included PRINCIPAL FINANCIAL GROUP INC (279.38K), SCHARF INVESTMENTS, LLC (248.05K), UBS Group AG (240.86K), Mirae Asset Global Investments Co., Ltd. (56.62K), Euro Pacific Asset Management, LLC (49.54K).
• The top 10 institutional holders of Novartis Ag for the quarter ending December 2025 included PRINCIPAL FINANCIAL GROUP INC (1.81Mn), UBS Group AG (1.36Mn), SCHARF INVESTMENTS, LLC (962.90K), TRUIST FINANCIAL CORP (887.30K), NewEdge Wealth, LLC (505.34K), ASSETMARK, INC (406.23K), Mirae Asset Global Investments Co., Ltd. (342.54K), TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY (274.95K), US BANCORP \DE\ (267.27K), OPPENHEIMER ASSET MANAGEMENT INC. (220.18K).