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 |
|---|---|---|---|---|---|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
533
shares
|
$58,283
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
530
shares
|
$57,955
0.02% of portfolio
|
Q4 2023
Added 23.26%
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
525
shares
|
$57,408
0.0% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Feb 14, 2025 Q4 2024 |
525
shares
|
$57,408
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
520
shares
|
$56,862
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
500
shares
|
$54,675
0.0% of portfolio
|
Q2 2024
Reduced 0.4%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
500
shares
|
$54,675
0.02% of portfolio
|
Q1 2024
Reduced 23.08%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
485
shares
|
$53,034
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
470
shares
|
$51,394
0.01% of portfolio
|
Q4 2023
Added 46.88%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
467
shares
|
$51,066
0.01% of portfolio
|
Q4 2019
Reduced 9.85%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
465
shares
|
$50,847
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Feb 11, 2025 Q4 2024 |
464
shares
|
$50,738
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
450
shares
|
$49,207
0.0% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
444
shares
|
$48,551
0.02% of portfolio
|
Q2 2024
Reduced 33.53%
|
|
|
Perkins Coie Trust CO
|
Jan 15, 2025 Q4 2024 |
432
shares
|
$47,239
0.01% of portfolio
|
Q4 2024
Reduced 18.34%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
432
shares
|
$47,239
0.0% of portfolio
|
Q3 2022
Reduced 31.21%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
425
shares
|
$46,473
0.01% of portfolio
|
Q1 2023
Added 44.71%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
415
shares
|
$45,380
0.0% of portfolio
|
Q1 2024
Reduced 0.24%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
400
shares
|
$43,740
0.01% of portfolio
|
Q1 2024
Added 57.48%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
400
shares
|
$43,740
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
400
shares
|
$43,740
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
392
shares
|
$42,865
0.0% of portfolio
|
Q4 2024
Added 5.66%
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
389
shares
|
$42,537
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
379
shares
|
$41,443
0.01% of portfolio
|
Q1 2024
Reduced 1.3%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
375
shares
|
$41,006
0.0% of portfolio
|
Q3 2023
Reduced 63.41%
|