Institutional Ownership Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS). We have compiled data on the 1,443 institutions that hold shares in the stock, with a total of 133 Million shares, which have been reported (via 13F filing form) to have a value of $14.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bridgewater Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
11,333
shares
|
$1.21 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Baker Ellis Asset Management LLC
|
Jan 17, 2025 Q4 2024 |
11,327
shares
|
$1.21 Million
0.17% of portfolio
|
Q4 2024
Reduced 4.69%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
11,319
shares
|
$1.21 Million
0.08% of portfolio
|
Q4 2024
Reduced 7.74%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
11,284
shares
|
$1.21 Million
0.08% of portfolio
|
Q3 2024
Added 10.09%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
11,267
shares
|
$1.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
11,259
shares
|
$1.2 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
11,226
shares
|
$1.2 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Jan 23, 2025 Q4 2024 |
11,220
shares
|
$1.2 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Hemenway Trust CO LLC
|
Nov 05, 2024 Q3 2024 |
11,189
shares
|
$1.2 Million
0.11% of portfolio
|
Q3 2024
Reduced 44.0%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jan 30, 2025 Q4 2024 |
11,173
shares
|
$1.19 Million
0.15% of portfolio
|
Q4 2024
Added 29.39%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
11,133
shares
|
$1.19 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
11,086
shares
|
$1.18 Million
0.25% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
11,084
shares
|
$1.18 Million
0.36% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
10,910
shares
|
$1.17 Million
0.06% of portfolio
|
Q3 2024
Reduced 5.18%
|
|
|
Davidson Trust CO
|
Jan 31, 2025 Q4 2024 |
10,908
shares
|
$1.17 Million
0.55% of portfolio
|
Q4 2024
Added 6.93%
|
|
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
10,851
shares
|
$1.16 Million
0.32% of portfolio
|
Q3 2024
Reduced 54.51%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
10,791
shares
|
$1.15 Million
0.02% of portfolio
|
Q4 2024
Added 10.33%
|
|
|
Ar Asset Management Inc
|
Feb 03, 2025 Q4 2024 |
10,750
shares
|
$1.15 Million
0.24% of portfolio
|
Q3 2021
Added 33.54%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
10,691
shares
|
$1.14 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.45%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
10,668
shares
|
$1.14 Million
0.25% of portfolio
|
Q3 2024
Reduced 13.58%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
10,648
shares
|
$1.14 Million
0.12% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2024 Q3 2024 |
10,614
shares
|
$1.13 Million
0.27% of portfolio
|
Q3 2024
Added 8.0%
|
|
|
Guyasuta Investment Advisors Inc
|
Jan 30, 2025 Q4 2024 |
10,554
shares
|
$1.13 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
10,539
shares
|
$1.13 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
10,455
shares
|
$1.12 Million
0.09% of portfolio
|
Q4 2024
Added 6.69%
|