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 |
|---|---|---|---|---|---|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
4,200
shares
|
$459,270
0.39% of portfolio
|
Q4 2021
New holding
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
4,161
shares
|
$455,005
0.02% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
4,161
shares
|
$455,005
0.09% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Feb 04, 2025 Q4 2024 |
4,155
shares
|
$454,349
0.29% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
4,143
shares
|
$453,037
0.01% of portfolio
|
Q4 2024
Added 10.95%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Feb 13, 2025 Q4 2024 |
4,132
shares
|
$451,834
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
4,123
shares
|
$450,850
0.02% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
4,100
shares
|
$448,335
0.05% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
4,096
shares
|
$447,897
0.05% of portfolio
|
Q2 2024
Added 9.31%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
4,083
shares
|
$446,476
0.16% of portfolio
|
Q2 2023
New holding
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
4,063
shares
|
$444,289
0.04% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
4,062
shares
|
$444,179
0.01% of portfolio
|
Q4 2024
Added 28.42%
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
4,040
shares
|
$441,774
0.21% of portfolio
|
Q1 2024
Reduced 4.72%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
4,029
shares
|
$440,571
0.06% of portfolio
|
Q3 2024
Added 5.86%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
4,000
shares
|
$437,400
0.04% of portfolio
|
Q1 2023
Reduced 0.99%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
3,979
shares
|
$435,103
0.09% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
3,954
shares
|
$432,369
0.06% of portfolio
|
Q4 2024
Reduced 14.75%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
3,952
shares
|
$432,151
0.02% of portfolio
|
Q4 2024
Added 7.92%
|
|
|
Mcdaniel Terry & CO
|
Feb 03, 2025 Q4 2024 |
3,940
shares
|
$430,839
0.03% of portfolio
|
Q4 2024
Reduced 36.35%
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
3,935
shares
|
$430,292
0.1% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
3,918
shares
|
$428,433
0.02% of portfolio
|
Q4 2024
Added 103.11%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Feb 03, 2025 Q4 2024 |
3,918
shares
|
$428,433
0.22% of portfolio
|
Q4 2024
Added 21.94%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Feb 18, 2025 Q4 2024 |
3,905
shares
|
$427,011
0.25% of portfolio
|
Q2 2023
Added 0.33%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
3,861
shares
|
$422,200
0.05% of portfolio
|
Q4 2024
Added 10.76%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Feb 04, 2025 Q4 2024 |
3,852
shares
|
$421,216
0.07% of portfolio
|
Q4 2024
Added 1.53%
|