NOVARTIS AG-SPONSORED ADR (NVS) Institutional Ownership Changes & 13F Activity

NOVARTIS AG-SPONSORED ADR (NVS). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include State Street Corp, Citadel Advisors Llc, Envestnet Asset Management Inc, Equitable Holdings, Inc., and Qrg Capital Management, Inc..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+19,595+0.8%2,330,979$365.31MQ2 2026Sep 23, 2026
Qrg Capital Management, Inc.Buy+13,634+9.0%164,478$25.78MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+713+3.9%19,022$2.98MQ2 2026Sep 23, 2026
State Street CorpSell-1,335,231-96.3%50,661$8.01MQ2 2026Sep 22, 2026
Silicon Valley Capital PartnersBuy+161+519.4%192$30.03KQ2 2026Sep 21, 2026
Reynders Mcveigh Capital Management, LlcSell-1,817-2.5%71,575$11.22KQ2 2026Sep 15, 2026
Anchor Investment Management, LlcSell-774-11.5%5,952$932.80KQ2 2026Sep 15, 2026
Integrated Wealth Concepts LlcSell-2,120-9.4%20,523$3.22MQ2 2026Sep 09, 2026
Manufacturers Life Insurance Company, TheBuy+25+0.1%37,227$5.83MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustSell-430-7.7%5,146$806.48KQ2 2026Sep 04, 2026
Citadel Advisors LlcBuy+320,808—320,808$50.28MQ2 2026Sep 02, 2026
Brown, Lisle/Cummings, Inc.Sell-13-0.8%1,674$262.35KQ2 2026Sep 02, 2026
Cornerstone Financial Management LlcBuy+105+12.0%980$153.59KQ2 2026Aug 28, 2026
Corient Private Wealth LlcSell-3,318-0.8%437,208$68.52MQ2 2026Aug 27, 2026
Brown Financial AdvisorsSell-7-0.4%1,821$285.39KQ2 2026Aug 26, 2026
Clifford Swan Investment Counsel LlcSell-12,433-17.1%60,118$9.42MQ2 2026Aug 20, 2026
Rehmann Capital Advisory GroupBuy+806+12.0%7,503$1.18MQ2 2026Aug 20, 2026
Gill Capital Partners, LlcSell-83-90.2%9$1.41KQ2 2026Aug 20, 2026
Kingsview Wealth Management, LlcBuy+1,474+12.5%13,243$2.08MQ2 2026Aug 19, 2026
Mercer Global Advisors IncBuy+1,075+0.7%161,839$25.36MQ2 2026Aug 19, 2026
Stock Yards Bank & Trust CoSell-337-3.4%9,690$1.52MQ2 2026Aug 19, 2026
Pin Oak Investment Advisors IncBuy+791+171.2%1,253$196.00Q2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcSell-283-0.3%84,234$13.20MQ2 2026Aug 18, 2026
North Star Asset Management IncSell-63-1.0%6,158$965.08KQ2 2026Aug 18, 2026
Glenview Trust CoBuy+62+3.8%1,691$265.01KQ2 2026Aug 18, 2026
Jdm Financial Group LlcBuy+51—51$7.99KQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Sell-14,872-56.0%11,702$1.83MQ2 2026Aug 17, 2026
Ruggaard & Associates LlcBuy+7,643—7,643$1.20MQ2 2026Aug 17, 2026
Empowered Funds, LlcSell-4,630-6.7%64,224$10.07MQ2 2026Aug 17, 2026
Dearborn Partners LlcSell-3,169-9.0%32,039$5.02MQ2 2026Aug 17, 2026
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Frequently asked questions about NVS activity

  • Which institutional owners are buying NVS?

    Institutional owners buying NVS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in NVS activity?

    "Buy" means an investor increased their reported position in NVS compared to the prior reporting period. This reflects growing exposure to NOVARTIS AG-SPONSORED ADR (NVS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in NVS increasing?

    Institutional interest in NVS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.