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 |
|---|---|---|---|---|---|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
227,555
shares
|
$24.9 Million
0.53% of portfolio
|
Q4 2022
Reduced 1.91%
|
|
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
Feb 12, 2025 Q4 2024 |
227,083
shares
|
$24.8 Million
6.07% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
221,396
shares
|
$24.2 Million
0.02% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
216,336
shares
|
$23.7 Million
0.01% of portfolio
|
Q4 2024
Reduced 26.46%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
215,445
shares
|
$23.6 Million
0.18% of portfolio
|
Q4 2024
Reduced 7.68%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Feb 11, 2025 Q4 2024 |
214,585
shares
|
$23.5 Million
0.45% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
213,554
shares
|
$23.4 Million
0.8% of portfolio
|
Q1 2024
Reduced 28.83%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
212,388
shares
|
$23.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.82%
|
|
|
Brandes Investment Partners, LP
La Jolla, CA |
Feb 10, 2025 Q4 2024 |
209,770
shares
|
$22.9 Million
0.24% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Abc Arbitrage Sa
Paris, I0 |
Jan 30, 2025 Q4 2024 |
203,424
shares
|
$22.2 Million
2.84% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
199,417
shares
|
$21.8 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Managed Asset Portfolios, LLC
Rochester, MI |
Feb 07, 2025 Q4 2024 |
193,017
shares
|
$21.1 Million
2.95% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
192,287
shares
|
$21 Million
1.91% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Feb 05, 2025 Q4 2024 |
187,782
shares
|
$20.5 Million
0.19% of portfolio
|
Q4 2024
Added 5.93%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
186,547
shares
|
$20.4 Million
0.25% of portfolio
|
Q2 2022
New holding
|
|
|
Wilkins Investment Counsel Inc
|
Feb 11, 2025 Q4 2024 |
166,782
shares
|
$18.2 Million
2.39% of portfolio
|
Q4 2024
Reduced 11.31%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
165,442
shares
|
$18.1 Million
0.0% of portfolio
|
Q4 2024
Added 5.21%
|
|
|
Grandfield & Dodd, LLC
|
Feb 06, 2025 Q4 2024 |
163,675
shares
|
$17.9 Million
1.04% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
159,106
shares
|
$17.4 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Douglas Lane & Associates, LLC
|
Jan 08, 2025 Q4 2024 |
157,974
shares
|
$17.3 Million
0.22% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Jan 15, 2025 Q4 2024 |
156,774
shares
|
$17.1 Million
0.9% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
Promethos Capital, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
156,088
shares
|
$17.1 Million
5.36% of portfolio
|
Q4 2024
Added 10.64%
|
|
|
Oak Associates LTD
Akron, OH |
Feb 13, 2025 Q4 2024 |
152,034
shares
|
$16.6 Million
1.03% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
151,046
shares
|
$16.5 Million
0.25% of portfolio
|
Q4 2023
Reduced 1.31%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
148,532
shares
|
$16.2 Million
0.05% of portfolio
|
Q4 2024
Added 14.96%
|