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 |
|---|---|---|---|---|---|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
13,687
shares
|
$1.46 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Nov 14, 2024 Q3 2024 |
13,646
shares
|
$1.46 Million
0.17% of portfolio
|
Q3 2024
Added 4.86%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
13,630
shares
|
$1.46 Million
0.01% of portfolio
|
Q3 2024
Added 15.58%
|
|
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
Nov 14, 2024 Q3 2024 |
13,364
shares
|
$1.43 Million
0.83% of portfolio
|
Q3 2024
New holding
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
13,340
shares
|
$1.43 Million
0.72% of portfolio
|
Q4 2022
Added 0.79%
|
|
|
Aimz Investment Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
13,288
shares
|
$1.42 Million
0.46% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Albert D Mason Inc
|
Jan 15, 2025 Q4 2024 |
13,254
shares
|
$1.42 Million
1.04% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
13,210
shares
|
$1.41 Million
0.02% of portfolio
|
Q3 2024
Added 34.97%
|
|
|
Arjuna Capital
|
Feb 07, 2025 Q4 2024 |
13,106
shares
|
$1.4 Million
0.35% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
Feb 03, 2025 Q4 2024 |
13,068
shares
|
$1.4 Million
0.39% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
13,016
shares
|
$1.39 Million
0.02% of portfolio
|
Q2 2024
Reduced 15.0%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
12,958
shares
|
$1.38 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
12,956
shares
|
$1.38 Million
0.03% of portfolio
|
Q3 2022
Reduced 18.26%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
12,954
shares
|
$1.38 Million
0.12% of portfolio
|
Q4 2024
Reduced 27.1%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
12,935
shares
|
$1.38 Million
0.1% of portfolio
|
Q1 2024
Reduced 1.15%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
12,884
shares
|
$1.38 Million
0.07% of portfolio
|
Q4 2024
Added 30.5%
|
|
|
Abundance Wealth Counselors
|
Jan 24, 2025 Q4 2024 |
12,841
shares
|
$1.37 Million
0.27% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Boit C F David
Boston, MA |
Jan 24, 2025 Q4 2024 |
12,800
shares
|
$1.37 Million
0.63% of portfolio
|
Q2 2024
New holding
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 08, 2024 Q3 2024 |
12,730
shares
|
$1.36 Million
0.98% of portfolio
|
Q3 2024
Reduced 7.28%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
12,682
shares
|
$1.36 Million
0.04% of portfolio
|
Q4 2024
Reduced 34.25%
|
|
|
Arnhold LLC
|
Nov 13, 2024 Q3 2024 |
12,636
shares
|
$1.35 Million
0.15% of portfolio
|
Q1 2023
Reduced 19.19%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
12,601
shares
|
$1.35 Million
0.32% of portfolio
|
Q4 2024
Added 17.95%
|
|
|
Horizon Kinetics Asset Management LLC
|
Feb 10, 2025 Q4 2024 |
12,547
shares
|
$1.34 Million
0.02% of portfolio
|
Q4 2024
Added 3.32%
|
|
|
Glass Wealth Management CO LLC
San Antonio, TX |
Feb 06, 2025 Q4 2024 |
12,460
shares
|
$1.33 Million
0.66% of portfolio
|
Q2 2024
Reduced 0.52%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
12,446
shares
|
$1.33 Million
0.04% of portfolio
|
Q3 2024
Added 40.63%
|