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 |
|---|---|---|---|---|---|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
10,388
shares
|
$1.11 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Feb 07, 2025 Q4 2024 |
10,375
shares
|
$1.11 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
10,348
shares
|
$1.11 Million
0.0% of portfolio
|
Q4 2024
Reduced 51.41%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
10,287
shares
|
$1.1 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.86%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
10,158
shares
|
$1.09 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.68%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
10,149
shares
|
$1.08 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.9%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
10,117
shares
|
$1.08 Million
0.1% of portfolio
|
Q4 2024
Added 85.5%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
10,075
shares
|
$1.08 Million
0.23% of portfolio
|
Q1 2024
Reduced 6.5%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jan 22, 2025 Q4 2024 |
10,020
shares
|
$1.07 Million
0.32% of portfolio
|
Q4 2024
Reduced 13.4%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Feb 06, 2025 Q4 2024 |
10,009
shares
|
$1.07 Million
0.34% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
9,981
shares
|
$1.07 Million
0.15% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
9,979
shares
|
$1.07 Million
0.05% of portfolio
|
Q3 2024
Reduced 7.85%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
9,966
shares
|
$1.06 Million
0.06% of portfolio
|
Q4 2024
Reduced 4.13%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
9,958
shares
|
$1.06 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Entropy Technologies, LP
New York, NY |
Jan 28, 2025 Q4 2024 |
9,938
shares
|
$1.06 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 15, 2024 Q3 2024 |
9,925
shares
|
$1.06 Million
0.21% of portfolio
|
Q1 2024
Reduced 3.41%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
9,900
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
9,826
shares
|
$1.05 Million
0.45% of portfolio
|
Q1 2024
Added 20.27%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
9,819
shares
|
$1.05 Million
0.26% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
9,747
shares
|
$1.04 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Drexel Morgan & Co.
Radnor, PA |
Oct 28, 2024 Q3 2024 |
9,720
shares
|
$1.04 Million
0.21% of portfolio
|
Q1 2020
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
9,604
shares
|
$1.03 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.42%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,586
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.42%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
9,574
shares
|
$1.02 Million
0.39% of portfolio
|
Q3 2024
Reduced 7.08%
|
|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
9,502
shares
|
$1.02 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.64%
|