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 |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
23,831
shares
|
$2.53 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
23,822
shares
|
$2.53 Million
0.05% of portfolio
|
Q4 2023
Reduced 0.22%
|
|
|
Fca Corp
Houston, TX |
Nov 13, 2024 Q3 2024 |
23,816
shares
|
$2.53 Million
0.87% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
23,742
shares
|
$2.52 Million
0.05% of portfolio
|
Q3 2024
Reduced 13.72%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
23,493
shares
|
$2.5 Million
0.55% of portfolio
|
Q1 2024
Reduced 0.84%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 25, 2024 Q3 2024 |
23,246
shares
|
$2.47 Million
0.15% of portfolio
|
Q3 2024
Added 107.83%
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
23,015
shares
|
$2.45 Million
0.44% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
|
Employees Retirement System Of Texas
|
Nov 14, 2024 Q3 2024 |
22,943
shares
|
$2.44 Million
0.02% of portfolio
|
Q3 2024
Added 682.24%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
22,851
shares
|
$2.43 Million
0.07% of portfolio
|
Q3 2024
Reduced 8.38%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
22,656
shares
|
$2.41 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
22,606
shares
|
$2.4 Million
0.26% of portfolio
|
Q2 2023
Added 9.13%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Jan 22, 2025 Q4 2024 |
22,595
shares
|
$2.4 Million
1.44% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
22,554
shares
|
$2.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
22,552
shares
|
$2.4 Million
0.07% of portfolio
|
Q3 2024
Reduced 9.79%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
22,500
shares
|
$2.39 Million
0.07% of portfolio
|
Q3 2024
Added 18.15%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
22,184
shares
|
$2.36 Million
1.05% of portfolio
|
Q4 2024
Added 5.81%
|
|
|
Denali Advisors LLC
|
Feb 04, 2025 Q4 2024 |
22,112
shares
|
$2.35 Million
0.23% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Jan 21, 2025 Q4 2024 |
21,813
shares
|
$2.32 Million
1.41% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
21,637
shares
|
$2.3 Million
0.02% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
21,630
shares
|
$2.3 Million
0.24% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Jan 21, 2025 Q4 2024 |
21,537
shares
|
$2.29 Million
1.07% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
21,155
shares
|
$2.25 Million
0.17% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
21,154
shares
|
$2.25 Million
0.53% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Everett Harris & CO
|
Jan 23, 2025 Q4 2024 |
21,048
shares
|
$2.24 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Lowell Blake & Associates Inc.
Boston, MA |
Nov 13, 2023 Q3 2023 |
20,785
shares
|
$2.21 Million
0.15% of portfolio
|
Q3 2023
Reduced 2.9%
|