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 |
|---|---|---|---|---|---|
|
Personal Cfo Solutions, LLC
|
Feb 07, 2025 Q4 2024 |
4,908
shares
|
$536,689
0.1% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
First American Trust, Fsb
|
Feb 11, 2025 Q4 2024 |
4,907
shares
|
$536,580
0.05% of portfolio
|
Q4 2024
Reduced 4.01%
|
|
|
North Star Asset Management Inc
|
Feb 19, 2025 Q4 2024 |
4,876
shares
|
$533,190
0.02% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Hall Capital Management CO Inc
|
Feb 24, 2025 Q4 2024 |
4,857
shares
|
$531,112
0.22% of portfolio
|
Q4 2024
Reduced 8.06%
|
|
|
Mill Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
4,851
shares
|
$530,456
0.04% of portfolio
|
Q4 2024
Reduced 33.86%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
4,823
shares
|
$527,395
0.01% of portfolio
|
Q4 2024
Added 4.28%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
4,817
shares
|
$526,738
0.02% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
4,787
shares
|
$523,458
0.08% of portfolio
|
Q3 2024
Reduced 10.74%
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,786
shares
|
$523,349
0.0% of portfolio
|
Q4 2024
Reduced 9.56%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
4,773
shares
|
$521,927
0.01% of portfolio
|
Q4 2024
Added 4.37%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
4,727
shares
|
$516,897
0.03% of portfolio
|
Q2 2022
Reduced 3.02%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
4,725
shares
|
$516,678
0.03% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Cullinan Associates Inc
|
Jan 24, 2025 Q4 2024 |
4,700
shares
|
$513,945
0.03% of portfolio
|
Q1 2024
Added 2.17%
|
|
|
Value Partners Investments Inc.
|
Feb 21, 2025 Q4 2024 |
4,693
shares
|
$513,179
0.27% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jan 22, 2025 Q4 2024 |
4,679
shares
|
$511,648
0.05% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
4,677
shares
|
$511,429
0.02% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
4,665
shares
|
$510,117
0.02% of portfolio
|
Q4 2024
Added 4.48%
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
4,642
shares
|
$507,602
0.1% of portfolio
|
Q4 2024
Added 4.5%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Feb 13, 2025 Q4 2024 |
4,627
shares
|
$505,962
0.06% of portfolio
|
Q1 2024
Added 6.1%
|
|
|
First City Capital Management, Inc.
|
Jan 03, 2025 Q4 2024 |
4,626
shares
|
$505,853
0.24% of portfolio
|
Q4 2024
Reduced 13.71%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
4,622
shares
|
$505,415
0.05% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Feb 14, 2025 Q4 2024 |
4,600
shares
|
$503,010
0.0% of portfolio
|
Q4 2024
Added 24.32%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
4,592
shares
|
$502,135
0.08% of portfolio
|
Q3 2024
Reduced 27.09%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
4,592
shares
|
$502,135
0.03% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Beddow Capital Management Inc
|
Feb 11, 2025 Q4 2024 |
4,590
shares
|
$501,916
0.18% of portfolio
|
Q4 2024
Added 41.67%
|