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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Neuberger Berman Group Llc | Buy | +20,594 | +17.2% | 140,620 | $21.48M | Q1 2026 | Oct 27, 2026 |
| M&T Bank Corp | Buy | +171,938 | +7971.2% | 174,095 | $26.59M | Q1 2026 | Sep 04, 2026 |
| Cornerstone Financial Management Llc | Buy | +20 | +2.3% | 875 | $133.66K | Q1 2026 | Aug 28, 2026 |
| Dakota Wealth Management | Sell | -783 | -16.7% | 3,907 | $596.79K | Q1 2026 | Aug 26, 2026 |
| Mirae Asset Global Investments Co., Ltd. | Sell | -202,974 | -59.3% | 139,562 | $21.32M | Q1 2026 | Aug 12, 2026 |
| Brighton Jones Llc | Buy | +7,581 | — | 7,581 | $1.16M | Q1 2026 | Aug 07, 2026 |
| Pegasus Asset Management, Inc. | Buy | +27,320 | — | 27,320 | $4.17M | Q1 2026 | Aug 06, 2026 |
| Wells Fargo & Company/Mn | Buy | +53,634 | +2.9% | 1,895,677 | $289.56M | Q1 2026 | Jul 08, 2026 |
| Kerr Financial Planning Corp | Sell | -7 | -100.0% | 0 | $0.00 | Q1 2026 | Jul 01, 2026 |
| Truewealth Financial Partners | Buy | +1,452 | — | 1,452 | $221.80K | Q1 2026 | May 20, 2026 |
| Kensington Investment Counsel, Llc | Sell | -277 | -3.2% | 8,470 | $1.29M | Q1 2026 | May 19, 2026 |
| Western Wealth Management, Llc | Buy | +105 | +3.6% | 2,989 | $456.61K | Q1 2026 | May 19, 2026 |
| Silicon Valley Capital Partners | Buy | +31 | — | 31 | $4.67K | Q1 2026 | May 19, 2026 |
| Bank Of America Corp | Buy | +413,778 | +9.1% | 4,962,794 | $758.07M | Q1 2026 | May 18, 2026 |
| Ashton Thomas Securities, Llc | Buy | +22,962 | — | 22,962 | $3.51M | Q1 2026 | May 18, 2026 |
| Hamilton Wealth, Llc | Buy | +3,660 | — | 3,660 | $559.07K | Q1 2026 | May 18, 2026 |
| Arkadios Wealth Advisors | Buy | +1,357 | +3.9% | 36,200 | $5.53M | Q1 2026 | May 18, 2026 |
| Opal Capital Llc | Buy | +1,214 | +12.2% | 11,175 | $1.71M | Q1 2026 | May 18, 2026 |
| Centaurus Financial, Inc. | Sell | -727 | -11.5% | 5,594 | $854.00K | Q1 2026 | May 18, 2026 |
| Empire Financial Management Company, Llc | Sell | -487 | -3.0% | 15,997 | $2.44M | Q1 2026 | May 18, 2026 |
| Twin Lakes Capital Management, Llc | Sell | -75 | -1.9% | 3,830 | $585.07K | Q1 2026 | May 18, 2026 |
| Strategic Investment Advisors / Mi | Sell | -55 | -1.4% | 3,885 | $593.36K | Q1 2026 | May 18, 2026 |
| Guardian Partners Inc. | Sell | -49 | -0.6% | 8,091 | $1.24M | Q1 2026 | May 18, 2026 |
| Sunbelt Securities, Inc. | Buy | +2 | +0.4% | 523 | $79.85K | Q1 2026 | May 18, 2026 |
| Goldman Sachs Group Inc | Buy | +3,781,588 | +137.8% | 6,525,771 | $996.81M | Q1 2026 | May 15, 2026 |
| Jones Financial Companies Lllp | Buy | +1,625,514 | +828.2% | 1,821,796 | $270.05M | Q1 2026 | May 15, 2026 |
| Marshall Wace, Llp | Sell | -371,300 | -53.6% | 322,056 | $49.19M | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Sell | -349,869 | -3.9% | 8,527,037 | $1.30B | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | Buy | +283,837 | — | 283,837 | $43.36M | Q1 2026 | May 15, 2026 |
| Clark Capital Management Group, Inc. | Sell | -193,795 | -43.5% | 251,894 | $38.48M | Q1 2026 | May 15, 2026 |
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.
Related NVS Institutional Insights
- NVS Overview
- NVS 13F Institutional Holders
- NVS Superinvestors
- Healthcare Sector Institutional Ownership
- Healthcare Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Healthcare Stocks By Institutional Investors
- Most Sold Healthcare Stocks By Institutional Investors
- NVS Insider Trading & SEC Form 4 Activity
- NVS Articles
- Top Institutional Investor Stock Rankings