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 |
|---|---|---|---|---|---|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
18,717
shares
|
$1.99 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jan 21, 2025 Q4 2024 |
18,398
shares
|
$1.95 Million
0.26% of portfolio
|
Q2 2024
Reduced 1.21%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
18,296
shares
|
$1.94 Million
0.12% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
18,290
shares
|
$1.94 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Cloverfields Capital Group, LP
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
18,178
shares
|
$1.93 Million
0.74% of portfolio
|
Q3 2024
New holding
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
18,163
shares
|
$1.93 Million
1.08% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
17,911
shares
|
$1.9 Million
0.16% of portfolio
|
Q4 2022
Reduced 1.18%
|
|
|
Independent Investors Inc
|
Jan 27, 2025 Q4 2024 |
17,900
shares
|
$1.9 Million
0.35% of portfolio
|
Q3 2017
New holding
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
17,851
shares
|
$1.9 Million
0.39% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
17,793
shares
|
$1.89 Million
0.02% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
17,748
shares
|
$1.89 Million
0.14% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Nichols & Pratt Advisers LLP
|
Feb 05, 2025 Q4 2024 |
17,722
shares
|
$1.88 Million
0.12% of portfolio
|
Q4 2024
Reduced 52.55%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
17,589
shares
|
$1.87 Million
0.02% of portfolio
|
Q3 2024
Reduced 52.15%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Nov 04, 2024 Q3 2024 |
17,535
shares
|
$1.86 Million
0.3% of portfolio
|
Q3 2024
Reduced 11.7%
|
|
|
Atlantic Union Bankshares Corp
|
Feb 07, 2025 Q4 2024 |
17,503
shares
|
$1.86 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
17,312
shares
|
$1.84 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
17,246
shares
|
$1.83 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
17,188
shares
|
$1.83 Million
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
17,127
shares
|
$1.82 Million
0.05% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Advisors Management Group Inc
|
Jan 14, 2025 Q4 2024 |
17,022
shares
|
$1.81 Million
0.39% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Delphi Management Inc /Ma/
Boston, MA |
Aug 23, 2024 Q2 2024 |
16,882
shares
|
$1.79 Million
1.47% of portfolio
|
Q2 2024
Added 2.45%
|
|
|
Benedict Financial Advisors Inc
|
Jan 28, 2025 Q4 2024 |
16,826
shares
|
$1.79 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
16,780
shares
|
$1.78 Million
0.03% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
16,705
shares
|
$1.78 Million
0.25% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
16,682
shares
|
$1.77 Million
0.11% of portfolio
|
Q4 2024
Added 0.61%
|