Institutional Ownership Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS). We have compiled data on the 1,474 institutions that hold shares in the stock, with a total of 134 Million shares, which have been reported (via 13F filing form) to have a value of $14.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
21,232
shares
|
$2.32 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
21,155
shares
|
$2.31 Million
0.17% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Everett Harris & CO
|
Jan 23, 2025 Q4 2024 |
21,048
shares
|
$2.3 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
20,902
shares
|
$2.29 Million
0.02% of portfolio
|
Q4 2024
Added 10.86%
|
|
|
Lowell Blake & Associates Inc.
Boston, MA |
Nov 13, 2023 Q3 2023 |
20,785
shares
|
$2.27 Million
0.15% of portfolio
|
Q3 2023
Reduced 2.9%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Feb 18, 2025 Q4 2024 |
20,736
shares
|
$2.27 Million
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
20,653
shares
|
$2.26 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
20,653
shares
|
$2.26 Million
1.17% of portfolio
|
Q2 2022
Reduced 2.87%
|
|
|
Coastline Trust CO
|
Feb 13, 2025 Q4 2024 |
20,621
shares
|
$2.25 Million
0.24% of portfolio
|
Q3 2024
Added 41.62%
|
|
|
Triasima Portfolio Management Inc.
|
Jan 28, 2025 Q4 2024 |
20,498
shares
|
$2.24 Million
0.44% of portfolio
|
Q4 2024
Reduced 36.49%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
20,428
shares
|
$2.23 Million
0.07% of portfolio
|
Q4 2023
Reduced 0.02%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
20,364
shares
|
$2.23 Million
0.14% of portfolio
|
Q4 2024
Added 5.66%
|
|
|
Ipswich Investment Management Co., Inc.
|
Feb 03, 2025 Q4 2024 |
20,227
shares
|
$2.21 Million
0.49% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
20,219
shares
|
$2.21 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
20,131
shares
|
$2.2 Million
0.12% of portfolio
|
Q2 2022
Added 27.1%
|
|
|
Family Management Corp
New York, NY |
Feb 14, 2025 Q4 2024 |
20,127
shares
|
$2.2 Million
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Feb 12, 2025 Q4 2024 |
19,772
shares
|
$2.16 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
19,546
shares
|
$2.14 Million
0.55% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jan 13, 2025 Q4 2024 |
19,405
shares
|
$2.12 Million
0.25% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Cloverfields Capital Group, LP
Minneapolis, MN |
Feb 13, 2025 Q4 2024 |
19,378
shares
|
$2.12 Million
0.68% of portfolio
|
Q4 2024
Added 6.6%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
19,234
shares
|
$2.1 Million
0.03% of portfolio
|
Q4 2024
Added 4.48%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Jan 31, 2025 Q4 2024 |
19,109
shares
|
$2.09 Million
0.01% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Jan 27, 2025 Q4 2024 |
19,066
shares
|
$2.08 Million
0.88% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
19,023
shares
|
$2.08 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Feb 06, 2025 Q4 2024 |
18,889
shares
|
$2.07 Million
0.93% of portfolio
|
Q4 2024
Reduced 0.16%
|