NVS — Novartis AG Institutional Holders · Q3 2026

Name: Who Owns NVS? 86 Institutions Hold $98.3M (Q3 2026)
Creator: ko.io

Who owns Novartis AG (NVS)? 86 institutions reported holding $98.31M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Ferguson Wellman Capital Management, Inc ($26.4M), Douglas Lane & Associates, LLC ($18.9M), Farther Finance Advisors, LLC ($5.9M).

Rank	Institution	Value	Shares	Change
1	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$26.4M	185,430	Added
2	Douglas Lane & Associates, LLC	$18.9M	132,255	Trimmed
3	Farther Finance Advisors, LLC	$5.9M	41,229	Added
4	Gradient Investments LLC	$5.4M	37,780	Added
5	Coastline Trust Co	$2.9M	20,095	Trimmed
6	HALL LAURIE J TRUSTEE	$2.8M	19,686	Trimmed
7	BENEDICT FINANCIAL ADVISORS INC	$2.4M	16,800	Trimmed
8	GAMMA Investing LLC	$2.0M	14,019	Trimmed
9	PARK NATIONAL CORP /OH/	$1.9M	13,274	Trimmed
10	Versant Capital Management, Inc	$1.5M	10,719	Trimmed
11	Valeo Financial Advisors, LLC	$1.4M	9,475	Added
12	Venture Visionary Partners LLC	$1.3M	9,250	Trimmed
13	Avidian Wealth Enterprises, LLC	$1.3M	9,152	Added
14	Wedmont Private Capital	$1.3M	8,890	Added
15	HF Advisory Group, LLC	$1.3M	8,897	Added
16	Kennon-Green & Company, LLC	$1.1M	7,412	Trimmed
17	CYPRESS ASSET MANAGEMENT INC/TX	$941,390	6,603	Trimmed
18	EASTERN BANK	$911,327	6,392	Trimmed
19	Marotta Asset Management	$900,757	6,318	Trimmed
20	Bangor Savings Bank	$840,593	5,896	Added
21	Peoples Bank/KS	$825,480	5,790	Hold
22	Dickmeyer Boyce Financial Management, Inc.	$821,499	5,762	Hold
23	NEVILLE RODIE & SHAW INC	$793,000	5,560	Trimmed
24	BAKER TILLY WEALTH MANAGEMENT, LLC	$689,469	4,836	Added
25	Veracity Capital LLC	$673,807	4,726	Trimmed

Source: SEC Form 13F filings · as of 2026-09-30