Institutional Ownership Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS). We have compiled data on the 1,439 institutions that hold shares in the stock, with a total of 135 Million shares, which have been reported (via 13F filing form) to have a value of $14.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
42,250
shares
|
$4.49 Million
0.11% of portfolio
|
Q1 2023
Reduced 2.97%
|
|
|
Garland Capital Management Inc
|
Oct 30, 2024 Q3 2024 |
42,195
shares
|
$4.48 Million
3.73% of portfolio
|
Q3 2024
New holding
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
42,060
shares
|
$4.47 Million
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
41,432
shares
|
$4.4 Million
0.07% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
41,295
shares
|
$4.39 Million
0.01% of portfolio
|
Q3 2024
Added 37.68%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Dec 06, 2024 Q3 2024 |
40,836
shares
|
$4.34 Million
0.2% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Naviter Wealth, LLC
|
Feb 07, 2025 Q4 2024 |
40,525
shares
|
$4.31 Million
0.48% of portfolio
|
Q4 2024
Reduced 19.53%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
40,522
shares
|
$4.31 Million
0.02% of portfolio
|
Q4 2024
Added 3.75%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
40,486
shares
|
$4.3 Million
0.09% of portfolio
|
Q3 2024
Added 4.43%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Oct 15, 2024 Q3 2024 |
40,320
shares
|
$4.28 Million
1.64% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2024 Q3 2024 |
40,240
shares
|
$4.28 Million
0.01% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
40,193
shares
|
$4.27 Million
0.0% of portfolio
|
Q3 2024
Added 353.49%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 13, 2024 Q3 2024 |
39,976
shares
|
$4.25 Million
0.19% of portfolio
|
Q3 2024
Added 135.46%
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
39,845
shares
|
$4.23 Million
0.51% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
39,664
shares
|
$4.21 Million
0.12% of portfolio
|
Q3 2024
Added 26.55%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
39,067
shares
|
$4.15 Million
1.04% of portfolio
|
Q2 2024
Added 15.02%
|
|
|
Capital Wealth Planning, LLC
|
Feb 05, 2025 Q4 2024 |
38,590
shares
|
$4.1 Million
0.04% of portfolio
|
Q4 2024
Added 8.8%
|
|
|
Crossmark Global Holdings, Inc.
|
Jan 16, 2025 Q4 2024 |
38,227
shares
|
$4.06 Million
0.07% of portfolio
|
Q4 2024
Added 7.33%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jul 23, 2024 Q2 2024 |
37,743
shares
|
$4.01 Million
0.91% of portfolio
|
Q2 2024
Added 5.8%
|
|
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
37,733
shares
|
$4.01 Million
0.53% of portfolio
|
Q3 2024
Added 5.6%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
37,658
shares
|
$4 Million
0.33% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
37,613
shares
|
$4 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.06%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
37,423
shares
|
$3.98 Million
0.04% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Boston Partners
Boston, MA |
Nov 12, 2024 Q3 2024 |
37,039
shares
|
$3.94 Million
0.01% of portfolio
|
Q3 2024
Added 4.43%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
36,718
shares
|
$3.9 Million
1.78% of portfolio
|
Q4 2023
Reduced 53.24%
|