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 |
|---|---|---|---|---|---|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
9,494
shares
|
$1.01 Million
0.1% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Kensington Investment Counsel, LLC
|
Feb 10, 2025 Q4 2024 |
9,460
shares
|
$1.01 Million
0.39% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Welch Group, LLC
|
Jan 24, 2025 Q4 2024 |
9,458
shares
|
$1.01 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
9,425
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Added 47.84%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
9,405
shares
|
$1 Million
0.01% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
9,399
shares
|
$1 Million
0.46% of portfolio
|
Q3 2024
Added 23.25%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
9,382
shares
|
$1 Million
0.14% of portfolio
|
Q4 2024
Added 218.68%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
9,295
shares
|
$993,170
0.06% of portfolio
|
Q3 2024
Reduced 7.03%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jan 28, 2025 Q4 2024 |
9,221
shares
|
$985,263
0.1% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Simmons Bank
|
Feb 04, 2025 Q4 2024 |
9,212
shares
|
$984,302
0.07% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
9,152
shares
|
$977,891
0.16% of portfolio
|
Q4 2024
Reduced 6.96%
|
|
|
Smart Money Group LLC
|
Jan 16, 2025 Q4 2024 |
9,144
shares
|
$977,036
0.35% of portfolio
|
Q4 2024
Added 7.1%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 04, 2024 Q3 2024 |
9,094
shares
|
$971,693
0.06% of portfolio
|
Q3 2024
Reduced 5.22%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
9,072
shares
|
$969,343
0.03% of portfolio
|
Q4 2024
Added 12.77%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
9,045
shares
|
$966,458
0.4% of portfolio
|
Q4 2024
Added 7.56%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 15, 2024 Q3 2024 |
9,003
shares
|
$961,970
0.25% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Barometer Capital Management Inc.
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
9,000
shares
|
$961,650
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
8,978
shares
|
$959,299
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
8,931
shares
|
$954,277
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
8,923
shares
|
$953,422
0.04% of portfolio
|
Q3 2024
Reduced 12.26%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
8,889
shares
|
$949,789
0.03% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Jan 31, 2025 Q4 2024 |
8,873
shares
|
$948,080
0.44% of portfolio
|
Q1 2023
Reduced 1.88%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
8,823
shares
|
$942,737
0.05% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
8,806
shares
|
$940,921
0.01% of portfolio
|
Q4 2024
Added 5.35%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
8,783
shares
|
$938,463
0.81% of portfolio
|
Q3 2024
Reduced 0.31%
|