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 |
|---|---|---|---|---|---|
|
Hamel Associates, Inc.
|
Feb 05, 2025 Q4 2024 |
8,680
shares
|
$927,458
0.27% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
8,679
shares
|
$927,351
0.13% of portfolio
|
Q2 2023
Reduced 1.45%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
8,617
shares
|
$920,726
0.02% of portfolio
|
Q4 2024
Reduced 27.99%
|
|
|
First Affirmative Financial Network
|
Jan 23, 2025 Q4 2024 |
8,611
shares
|
$920,085
0.5% of portfolio
|
Q4 2024
Added 11.63%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Jan 31, 2025 Q4 2024 |
8,570
shares
|
$915,704
0.27% of portfolio
|
Q2 2024
Added 13.18%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
8,564
shares
|
$915,063
0.03% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
8,529
shares
|
$911,323
0.45% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
8,503
shares
|
$908,545
0.01% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
8,490
shares
|
$907,156
0.03% of portfolio
|
Q4 2024
Reduced 3.65%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
8,487
shares
|
$906,835
0.05% of portfolio
|
Q4 2024
Added 37.98%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
8,478
shares
|
$905,874
0.08% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Feb 10, 2025 Q4 2024 |
8,433
shares
|
$901,066
0.0% of portfolio
|
Q4 2024
Reduced 95.59%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Feb 07, 2025 Q4 2024 |
8,432
shares
|
$900,959
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
8,393
shares
|
$896,792
0.04% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
New Hampshire Trust
Concord, NH |
Jan 16, 2025 Q4 2024 |
8,374
shares
|
$894,761
0.17% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Epoch Investment Partners, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
8,352
shares
|
$892,411
0.0% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
8,261
shares
|
$882,687
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Kennon Green & Company, LLC
Newport Beach, CA |
Feb 03, 2025 Q4 2024 |
8,191
shares
|
$875,208
0.69% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
8,190
shares
|
$875,101
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Feb 04, 2025 Q4 2024 |
8,185
shares
|
$874,567
0.09% of portfolio
|
Q4 2024
Reduced 31.41%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
8,171
shares
|
$873,071
0.0% of portfolio
|
Q3 2022
Reduced 0.61%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Jun 11, 2024 Q1 2024 |
8,146
shares
|
$870,400
0.22% of portfolio
|
Q1 2024
Reduced 1.21%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
8,122
shares
|
$867,835
0.07% of portfolio
|
Q4 2023
Reduced 17.2%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Feb 05, 2025 Q4 2024 |
8,023
shares
|
$857,257
0.12% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
8,008
shares
|
$855,654
0.0% of portfolio
|
Q3 2024
New holding
|