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 |
|---|---|---|---|---|---|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
2,405
shares
|
$262,986
0.02% of portfolio
|
Q4 2024
Added 11352.38%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jan 28, 2025 Q4 2024 |
2,403
shares
|
$262,768
0.07% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
2,403
shares
|
$262,768
0.01% of portfolio
|
Q4 2024
Reduced 25.28%
|
|
|
M. Kulyk & Associates, LLC
|
Feb 07, 2025 Q4 2024 |
2,398
shares
|
$262,221
0.05% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Aigen Investment Management, LP
|
Feb 06, 2025 Q4 2024 |
2,394
shares
|
$261,783
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,394
shares
|
$261,783
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
2,388
shares
|
$261,127
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Argyle Capital Management Inc.
|
Feb 05, 2025 Q4 2024 |
2,375
shares
|
$259,706
0.09% of portfolio
|
Q4 2023
Reduced 40.25%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Feb 10, 2025 Q4 2024 |
2,372
shares
|
$259,378
0.0% of portfolio
|
Q4 2024
Added 20.28%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
2,351
shares
|
$257,081
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
2,349
shares
|
$256,863
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kendall Capital Management
|
Feb 07, 2025 Q4 2024 |
2,345
shares
|
$256,425
0.07% of portfolio
|
Q2 2024
Reduced 3.14%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
2,341
shares
|
$255,988
0.01% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
2,340
shares
|
$255,879
0.02% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
2,340
shares
|
$255,879
0.15% of portfolio
|
Q4 2024
Added 16.19%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Feb 05, 2025 Q4 2024 |
2,335
shares
|
$255,332
0.08% of portfolio
|
Q2 2024
Reduced 3.71%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
2,329
shares
|
$254,676
0.11% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
2,329
shares
|
$254,676
0.08% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Horizon Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
2,321
shares
|
$253,801
0.04% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
2,319
shares
|
$253,582
0.02% of portfolio
|
Q3 2024
Reduced 27.3%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
2,315
shares
|
$253,145
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Feb 06, 2025 Q4 2024 |
2,312
shares
|
$252,817
0.02% of portfolio
|
Q4 2024
Reduced 98.97%
|
|
|
Core First Bank & Trust
Topeka, KS |
Feb 11, 2025 Q4 2024 |
2,310
shares
|
$252,598
0.13% of portfolio
|
Q4 2024
Added 5.48%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
2,309
shares
|
$252,489
0.0% of portfolio
|
Q4 2024
Added 9.74%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
2,304
shares
|
$251,942
0.02% of portfolio
|
Q2 2023
Added 3.83%
|