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 |
|---|---|---|---|---|---|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Feb 07, 2025 Q4 2024 |
8,432
shares
|
$922,039
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
8,393
shares
|
$917,774
0.04% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
New Hampshire Trust
Concord, NH |
Jan 16, 2025 Q4 2024 |
8,374
shares
|
$915,696
0.17% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
8,261
shares
|
$903,340
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Kennon Green & Company, LLC
Newport Beach, CA |
Feb 03, 2025 Q4 2024 |
8,191
shares
|
$895,685
0.69% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Feb 04, 2025 Q4 2024 |
8,185
shares
|
$895,029
0.09% of portfolio
|
Q4 2024
Reduced 31.41%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
8,171
shares
|
$893,498
0.0% of portfolio
|
Q3 2022
Reduced 0.61%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Jun 11, 2024 Q1 2024 |
8,146
shares
|
$890,765
0.22% of portfolio
|
Q1 2024
Reduced 1.21%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
8,136
shares
|
$889,671
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
8,122
shares
|
$888,140
0.07% of portfolio
|
Q4 2023
Reduced 17.2%
|
|
|
Broderick Brian C
|
Feb 12, 2025 Q4 2024 |
8,073
shares
|
$882,782
0.17% of portfolio
|
Q4 2024
Reduced 32.91%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Feb 05, 2025 Q4 2024 |
8,023
shares
|
$877,315
0.12% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
7,990
shares
|
$873,706
0.07% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
7,931
shares
|
$867,254
0.05% of portfolio
|
Q4 2024
Added 25.51%
|
|
|
Mangrove Partners
New York, NY |
Feb 14, 2025 Q4 2024 |
7,923
shares
|
$866,380
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
7,881
shares
|
$861,787
0.0% of portfolio
|
Q4 2024
Reduced 7.32%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
7,875
shares
|
$861,131
0.0% of portfolio
|
Q4 2024
Added 7.79%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Feb 14, 2025 Q4 2024 |
7,868
shares
|
$860,365
0.03% of portfolio
|
Q4 2024
Added 10.96%
|
|
|
Sage Rhino Capital LLC
|
Feb 06, 2025 Q4 2024 |
7,847
shares
|
$858,069
0.17% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
7,805
shares
|
$853,476
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Thornburg Investment Management Inc
|
Feb 13, 2025 Q4 2024 |
7,800
shares
|
$852,930
0.01% of portfolio
|
Q1 2024
Added 14.14%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Feb 14, 2025 Q4 2024 |
7,798
shares
|
$852,711
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
7,777
shares
|
$850,414
0.06% of portfolio
|
Q4 2024
Added 19.72%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
7,764
shares
|
$848,993
0.02% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
7,713
shares
|
$843,416
0.02% of portfolio
|
Q4 2024
Added 12.37%
|