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 (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Goldman Sachs Group Inc, Jones Financial Companies Lllp, Bank Of America Corp, Marshall Wace, Llp, and Morgan Stanley.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Neuberger Berman Group LlcBuy+20,594+17.2%140,620$21.48MQ1 2026Oct 27, 2026
M&T Bank CorpBuy+171,938+7971.2%174,095$26.59MQ1 2026Sep 04, 2026
Cornerstone Financial Management LlcBuy+20+2.3%875$133.66KQ1 2026Aug 28, 2026
Dakota Wealth ManagementSell-783-16.7%3,907$596.79KQ1 2026Aug 26, 2026
Mirae Asset Global Investments Co., Ltd.Sell-202,974-59.3%139,562$21.32MQ1 2026Aug 12, 2026
Brighton Jones LlcBuy+7,581—7,581$1.16MQ1 2026Aug 07, 2026
Pegasus Asset Management, Inc.Buy+27,320—27,320$4.17MQ1 2026Aug 06, 2026
Wells Fargo & Company/MnBuy+53,634+2.9%1,895,677$289.56MQ1 2026Jul 08, 2026
Kerr Financial Planning CorpSell-7-100.0%0$0.00Q1 2026Jul 01, 2026
Truewealth Financial PartnersBuy+1,452—1,452$221.80KQ1 2026May 20, 2026
Kensington Investment Counsel, LlcSell-277-3.2%8,470$1.29MQ1 2026May 19, 2026
Western Wealth Management, LlcBuy+105+3.6%2,989$456.61KQ1 2026May 19, 2026
Silicon Valley Capital PartnersBuy+31—31$4.67KQ1 2026May 19, 2026
Bank Of America CorpBuy+413,778+9.1%4,962,794$758.07MQ1 2026May 18, 2026
Ashton Thomas Securities, LlcBuy+22,962—22,962$3.51MQ1 2026May 18, 2026
Hamilton Wealth, LlcBuy+3,660—3,660$559.07KQ1 2026May 18, 2026
Arkadios Wealth AdvisorsBuy+1,357+3.9%36,200$5.53MQ1 2026May 18, 2026
Opal Capital LlcBuy+1,214+12.2%11,175$1.71MQ1 2026May 18, 2026
Centaurus Financial, Inc.Sell-727-11.5%5,594$854.00KQ1 2026May 18, 2026
Empire Financial Management Company, LlcSell-487-3.0%15,997$2.44MQ1 2026May 18, 2026
Twin Lakes Capital Management, LlcSell-75-1.9%3,830$585.07KQ1 2026May 18, 2026
Strategic Investment Advisors / MiSell-55-1.4%3,885$593.36KQ1 2026May 18, 2026
Guardian Partners Inc.Sell-49-0.6%8,091$1.24MQ1 2026May 18, 2026
Sunbelt Securities, Inc.Buy+2+0.4%523$79.85KQ1 2026May 18, 2026
Goldman Sachs Group IncBuy+3,781,588+137.8%6,525,771$996.81MQ1 2026May 15, 2026
Jones Financial Companies LllpBuy+1,625,514+828.2%1,821,796$270.05MQ1 2026May 15, 2026
Marshall Wace, LlpSell-371,300-53.6%322,056$49.19MQ1 2026May 15, 2026
Morgan StanleySell-349,869-3.9%8,527,037$1.30BQ1 2026May 15, 2026
Point72 Asset Management, L.P.Buy+283,837—283,837$43.36MQ1 2026May 15, 2026
Clark Capital Management Group, Inc.Sell-193,795-43.5%251,894$38.48MQ1 2026May 15, 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.