NVS Novartis AG
Novartis AG (NVS) Institutional Ownership
What the institutions did with NVS last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 185.4K | 66.4% |
| Coastline Trust Co | 20.1K | 7.2% |
| PARK NATIONAL CORP /OH/ | 13.3K | 4.8% |
| Versant Capital Management, Inc | 10.7K | 3.8% |
| Kennon-Green & Company, LLC | 7.4K | 2.7% |
| EASTERN BANK | 6.4K | 2.3% |
| Marotta Asset Management | 6.3K | 2.3% |
| NEVILLE RODIE & SHAW INC | 5.6K | 2.0% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 4.8K | 1.7% |
| Violich Capital Management, Inc. | 3.8K | 1.4% |
| Roxbury Financial LLC | 3.8K | 1.4% |
| Montecito Bank & Trust | 2.4K | 0.9% |
| Rosenberg Matthew Hamilton | 1.9K | 0.7% |
| Adelphi Trust Co | 1.7K | 0.6% |
| ROCKLAND TRUST CO | 1.7K | 0.6% |
| Boltwood Capital Management | 1.5K | 0.5% |
| TOMPKINS FINANCIAL CORP | 884 | 0.3% |
| CX Institutional | 778 | 0.3% |
| Hickory Point Bank & Trust | 516 | 0.2% |
| Planning Strategies Inc. | 73 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Increased | 182.3K | 185.4K | +3.2K |
| Boltwood Capital Management | New | 0 | 1.5K | +1.5K |
| PARK NATIONAL CORP /OH/ | Reduced | 14.1K | 13.3K | -845 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | Increased | 4.1K | 4.8K | +739 |
| Montecito Bank & Trust | Increased | 1.7K | 2.4K | +668 |
| Coastline Trust Co | Reduced | 20.6K | 20.1K | -500 |
| EASTERN BANK | Reduced | 6.7K | 6.4K | -352 |
| Adelphi Trust Co | Increased | 1.6K | 1.7K | +116 |
| Violich Capital Management, Inc. | Reduced | 3.9K | 3.8K | -100 |
| Planning Strategies Inc. | New | 0 | 73 | +73 |
| CX Institutional | Reduced | 844 | 778 | -66 |
| Versant Capital Management, Inc | Reduced | 10.8K | 10.7K | -52 |
| Rosenberg Matthew Hamilton | Increased | 1.8K | 1.9K | +52 |
| NEVILLE RODIE & SHAW INC | Reduced | 5.6K | 5.6K | -50 |
| Kennon-Green & Company, LLC | Reduced | 7.5K | 7.4K | -40 |
| Marotta Asset Management | Reduced | 6.4K | 6.3K | -33 |
| Noble Wealth Management PBC | Sold Out | 8 | 0 | -8 |
| ROCKLAND TRUST CO | Increased | 1.7K | 1.7K | +5 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.