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 |
|---|---|---|---|---|---|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
3,699
shares
|
$404,485
0.09% of portfolio
|
Q4 2021
Reduced 1.07%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Jan 28, 2025 Q4 2024 |
3,687
shares
|
$403,173
0.05% of portfolio
|
Q4 2024
Reduced 4.53%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
3,674
shares
|
$401,751
0.01% of portfolio
|
Q4 2023
Reduced 19.16%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
3,664
shares
|
$400,658
0.01% of portfolio
|
Q4 2024
Reduced 9.95%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
3,661
shares
|
$400,330
0.03% of portfolio
|
Q1 2023
Added 47.8%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
3,654
shares
|
$399,564
0.13% of portfolio
|
Q3 2023
Reduced 1.08%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
3,654
shares
|
$399,564
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Feb 06, 2025 Q4 2024 |
3,641
shares
|
$398,143
0.18% of portfolio
|
Q4 2024
Reduced 5.21%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
3,640
shares
|
$398,034
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
3,627
shares
|
$396,612
0.23% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Berkshire Bank
|
Jan 22, 2025 Q4 2024 |
3,626
shares
|
$396,503
0.08% of portfolio
|
Q4 2024
Reduced 14.12%
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
3,621
shares
|
$395,956
0.08% of portfolio
|
Q4 2024
Added 52.33%
|
|
|
Belvedere Trading LLC
|
Jan 30, 2025 Q4 2024 |
3,615
shares
|
$395,300
0.0% of portfolio
|
Q4 2024
Reduced 5.29%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
3,607
shares
|
$394,425
0.03% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
3,602
shares
|
$393,878
0.02% of portfolio
|
Q4 2024
Added 22.35%
|
|
|
Crew Capital Management, Ltd.
|
Feb 06, 2025 Q4 2024 |
3,599
shares
|
$393,550
0.31% of portfolio
|
Q1 2024
Added 14.25%
|
|
|
Pointe Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
3,598
shares
|
$393,441
0.2% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Feb 04, 2025 Q4 2024 |
3,596
shares
|
$393,222
0.11% of portfolio
|
Q4 2024
Added 8.35%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
3,589
shares
|
$392,457
0.05% of portfolio
|
Q4 2024
Added 20.68%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Feb 12, 2025 Q4 2024 |
3,587
shares
|
$392,238
0.22% of portfolio
|
Q4 2024
Reduced 10.84%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jan 30, 2025 Q4 2024 |
3,582
shares
|
$391,691
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Walter & Keenan Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
3,550
shares
|
$388,192
0.11% of portfolio
|
Q4 2024
Reduced 14.46%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
3,548
shares
|
$387,973
0.02% of portfolio
|
Q2 2024
Reduced 0.2%
|
|
|
Rnc Capital Management LLC
|
Jan 27, 2025 Q4 2024 |
3,545
shares
|
$387,645
0.02% of portfolio
|
Q4 2024
Reduced 3.72%
|
|
|
Optas, LLC
|
Jan 24, 2025 Q4 2024 |
3,542
shares
|
$387,317
0.08% of portfolio
|
Q4 2024
Reduced 6.96%
|