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 |
|---|---|---|---|---|---|
|
Blue Fin Capital, Inc.
|
Feb 18, 2025 Q4 2024 |
2,200
shares
|
$240,570
0.04% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
2,198
shares
|
$240,351
0.15% of portfolio
|
Q3 2024
Added 13.07%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
2,196
shares
|
$240,132
0.01% of portfolio
|
Q4 2024
Added 7220.0%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
2,181
shares
|
$238,492
0.02% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
2,175
shares
|
$237,836
0.03% of portfolio
|
Q2 2024
Reduced 95.05%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
Feb 11, 2025 Q4 2024 |
2,175
shares
|
$237,836
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Davis R M Inc
Portland, ME |
Feb 07, 2025 Q4 2024 |
2,174
shares
|
$237,726
0.0% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
2,172
shares
|
$237,508
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 27, 2025 Q4 2024 |
2,166
shares
|
$236,852
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Barn Wealth, LLC
|
Feb 06, 2025 Q4 2024 |
2,160
shares
|
$236,196
0.11% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
2,158
shares
|
$235,977
0.02% of portfolio
|
Q4 2024
Reduced 4.68%
|
|
|
Vanguard Capital Wealth Advisors
|
Feb 14, 2025 Q4 2024 |
2,157
shares
|
$235,867
0.23% of portfolio
|
Q1 2024
Reduced 8.49%
|
|
|
Connecticut Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
2,152
shares
|
$235,321
0.01% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
F
|
Feb 13, 2025 Q4 2024 |
2,150
shares
|
$235,102
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Feb 14, 2025 Q4 2024 |
2,150
shares
|
$235,102
0.01% of portfolio
|
Q4 2024
Reduced 6.52%
|
|
|
Plimoth Trust CO LLC
|
Jan 23, 2025 Q4 2024 |
2,148
shares
|
$234,883
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
2,137
shares
|
$233,680
0.0% of portfolio
|
Q4 2024
Added 6.53%
|
|
|
Jump Financial, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
2,135
shares
|
$233,462
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Prospect Financial Group LLC
Arlington, VA |
Feb 11, 2025 Q4 2024 |
2,127
shares
|
$232,587
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
2,123
shares
|
$232,150
0.01% of portfolio
|
Q4 2024
Added 15.76%
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
2,121
shares
|
$231,931
0.01% of portfolio
|
Q4 2024
Added 11.51%
|
|
|
Barry Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
2,119
shares
|
$231,712
0.07% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jan 16, 2025 Q4 2024 |
2,091
shares
|
$228,650
0.02% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Peoples Financial Services Corp.
|
Jan 14, 2025 Q4 2024 |
2,084
shares
|
$227,885
0.09% of portfolio
|
Q4 2024
Reduced 11.58%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
2,079
shares
|
$227,338
0.01% of portfolio
|
Q4 2024
Added 33.61%
|