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 |
|---|---|---|---|---|---|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
18,825
shares
|
$2.06 Million
0.46% of portfolio
|
Q3 2023
Reduced 16.05%
|
|
|
West Oak Capital, LLC
|
Jan 13, 2025 Q4 2024 |
18,778
shares
|
$2.05 Million
0.65% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
18,717
shares
|
$2.05 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Dorsey Wright & Associates
|
Feb 12, 2025 Q4 2024 |
18,708
shares
|
$2.05 Million
0.45% of portfolio
|
Q4 2024
Reduced 9.26%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
18,415
shares
|
$2.01 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jan 21, 2025 Q4 2024 |
18,398
shares
|
$2.01 Million
0.26% of portfolio
|
Q2 2024
Reduced 1.21%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
18,290
shares
|
$2 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
18,163
shares
|
$1.99 Million
1.08% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
18,100
shares
|
$1.98 Million
0.12% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
18,007
shares
|
$1.97 Million
0.15% of portfolio
|
Q4 2024
Added 7.79%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
17,911
shares
|
$1.96 Million
0.16% of portfolio
|
Q4 2022
Reduced 1.18%
|
|
|
Independent Investors Inc
|
Jan 27, 2025 Q4 2024 |
17,900
shares
|
$1.96 Million
0.35% of portfolio
|
Q3 2017
New holding
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
17,872
shares
|
$1.95 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Headinvest, LLC
Portland, ME |
Feb 18, 2025 Q4 2024 |
17,851
shares
|
$1.95 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Feb 11, 2025 Q4 2024 |
17,814
shares
|
$1.95 Million
0.4% of portfolio
|
Q4 2024
Reduced 15.79%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
17,793
shares
|
$1.95 Million
0.02% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Nichols & Pratt Advisers LLP
|
Feb 05, 2025 Q4 2024 |
17,722
shares
|
$1.94 Million
0.12% of portfolio
|
Q4 2024
Reduced 52.55%
|
|
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
17,700
shares
|
$1.94 Million
0.22% of portfolio
|
Q4 2024
Reduced 53.09%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
17,611
shares
|
$1.93 Million
0.04% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Atlantic Union Bankshares Corp
|
Feb 07, 2025 Q4 2024 |
17,503
shares
|
$1.91 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
17,466
shares
|
$1.91 Million
0.06% of portfolio
|
Q4 2024
Added 19.54%
|
|
|
Fora Capital, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
17,380
shares
|
$1.9 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
17,312
shares
|
$1.89 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
17,246
shares
|
$1.89 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
17,188
shares
|
$1.88 Million
0.23% of portfolio
|
Q1 2024
New holding
|