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 |
|---|---|---|---|---|---|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
375
shares
|
$41,006
0.01% of portfolio
|
Q3 2023
Added 36.36%
|
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
374
shares
|
$40,896
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Feb 12, 2025 Q4 2024 |
372
shares
|
$40,678
0.02% of portfolio
|
Q2 2023
Added 416.67%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
371
shares
|
$40,568
0.01% of portfolio
|
Q4 2024
Reduced 23.66%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Feb 10, 2025 Q4 2024 |
369
shares
|
$40,350
0.04% of portfolio
|
Q3 2024
Reduced 17.82%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
352
shares
|
$38,491
0.0% of portfolio
|
Q4 2023
Added 13.55%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
350
shares
|
$38,272
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
349
shares
|
$38,163
0.0% of portfolio
|
Q4 2024
Reduced 18.65%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
347
shares
|
$37,944
0.0% of portfolio
|
Q4 2024
Added 6.12%
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
346
shares
|
$37,835
0.0% of portfolio
|
Q4 2024
Reduced 50.5%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
335
shares
|
$36,632
0.01% of portfolio
|
Q3 2024
Added 10.2%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
322
shares
|
$35,210
0.01% of portfolio
|
Q1 2023
Added 0.31%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
314
shares
|
$34,335
0.02% of portfolio
|
Q4 2024
Added 10.95%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
310
shares
|
$33,898
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
303
shares
|
$33,133
0.0% of portfolio
|
Q4 2022
Added 54.59%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
303
shares
|
$33,133
0.02% of portfolio
|
Q4 2024
Reduced 96.6%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
300
shares
|
$32,805
0.0% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Feb 19, 2025 Q4 2024 |
300
shares
|
$32,805
0.0% of portfolio
|
Q2 2024
Reduced 88.33%
|
|
|
Mar Vista Investment Partners LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
300
shares
|
$32,805
0.0% of portfolio
|
Q2 2024
Reduced 99.42%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
292
shares
|
$31,930
0.02% of portfolio
|
Q4 2021
Reduced 13.86%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
292
shares
|
$31,930
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 22, 2025 Q4 2024 |
281
shares
|
$30,727
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
267
shares
|
$29,196
0.0% of portfolio
|
Q1 2024
Added 28.99%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
267
shares
|
$29,196
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
262
shares
|
$28,649
0.0% of portfolio
|
Q4 2024
New holding
|