Institutional Ownership Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS). We have compiled data on the 1,446 institutions that hold shares in the stock, with a total of 130 Million shares, which have been reported (via 13F filing form) to have a value of $13.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
20,428
shares
|
$2.19 Million
0.07% of portfolio
|
Q4 2023
Reduced 0.02%
|
|
|
Ipswich Investment Management Co., Inc.
|
Feb 03, 2025 Q4 2024 |
20,227
shares
|
$2.16 Million
0.49% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
20,219
shares
|
$2.16 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
20,131
shares
|
$2.15 Million
0.12% of portfolio
|
Q2 2022
Added 27.1%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
19,846
shares
|
$2.12 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Feb 12, 2025 Q4 2024 |
19,772
shares
|
$2.12 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
19,546
shares
|
$2.09 Million
0.55% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jan 13, 2025 Q4 2024 |
19,405
shares
|
$2.08 Million
0.25% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Cloverfields Capital Group, LP
Minneapolis, MN |
Feb 13, 2025 Q4 2024 |
19,378
shares
|
$2.07 Million
0.68% of portfolio
|
Q4 2024
Added 6.6%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
19,273
shares
|
$2.06 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
19,234
shares
|
$2.06 Million
0.03% of portfolio
|
Q4 2024
Added 4.48%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Jan 31, 2025 Q4 2024 |
19,109
shares
|
$2.04 Million
0.01% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Jan 27, 2025 Q4 2024 |
19,066
shares
|
$2.04 Million
0.88% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
19,023
shares
|
$2.04 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Feb 06, 2025 Q4 2024 |
18,889
shares
|
$2.02 Million
0.93% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
18,825
shares
|
$2.01 Million
0.46% of portfolio
|
Q3 2023
Reduced 16.05%
|
|
|
West Oak Capital, LLC
|
Jan 13, 2025 Q4 2024 |
18,778
shares
|
$2.01 Million
0.65% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
18,747
shares
|
$2.01 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.61%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
18,717
shares
|
$2 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Dorsey Wright & Associates
|
Feb 12, 2025 Q4 2024 |
18,708
shares
|
$2 Million
0.45% of portfolio
|
Q4 2024
Reduced 9.26%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
18,415
shares
|
$1.97 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jan 21, 2025 Q4 2024 |
18,398
shares
|
$1.97 Million
0.26% of portfolio
|
Q2 2024
Reduced 1.21%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
18,296
shares
|
$1.96 Million
0.12% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
18,290
shares
|
$1.96 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
18,163
shares
|
$1.94 Million
1.08% of portfolio
|
Q4 2024
Added 4.93%
|