Institutional Ownership Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS). We have compiled data on the 1,448 institutions that hold shares in the stock, with a total of 130 Million shares, which have been reported (via 13F filing form) to have a value of $14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
7,947
shares
|
$855,971
0.02% of portfolio
|
Q3 2024
Added 16.22%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
7,931
shares
|
$854,248
0.05% of portfolio
|
Q4 2024
Added 25.51%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
7,875
shares
|
$848,216
0.0% of portfolio
|
Q4 2024
Added 7.79%
|
|
|
Sage Rhino Capital LLC
|
Feb 06, 2025 Q4 2024 |
7,847
shares
|
$845,200
0.17% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
7,805
shares
|
$840,676
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Thornburg Investment Management Inc
|
Nov 08, 2024 Q3 2024 |
7,800
shares
|
$840,138
0.01% of portfolio
|
Q1 2024
Added 14.14%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
7,777
shares
|
$837,660
0.06% of portfolio
|
Q4 2024
Added 19.72%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
7,713
shares
|
$830,767
0.02% of portfolio
|
Q4 2024
Added 12.37%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
7,702
shares
|
$829,582
0.08% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Rd Lewis Holdings, Inc.
Maitland, FL |
Feb 10, 2025 Q4 2024 |
7,676
shares
|
$826,781
0.9% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
7,645
shares
|
$823,442
0.04% of portfolio
|
Q4 2024
Reduced 55.34%
|
|
|
Covenant Partners, LLC
|
Oct 24, 2024 Q3 2024 |
7,608
shares
|
$819,457
0.26% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
7,600
shares
|
$818,596
0.04% of portfolio
|
Q3 2022
Reduced 6.17%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
7,589
shares
|
$817,411
0.01% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Feb 11, 2025 Q4 2024 |
7,584
shares
|
$816,872
0.65% of portfolio
|
Q4 2024
Added 5.57%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
7,575
shares
|
$815,903
0.04% of portfolio
|
Q1 2024
Reduced 4.99%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
7,547
shares
|
$812,887
0.07% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
7,526
shares
|
$810,625
0.07% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Page Arthur B
|
Apr 29, 2024 Q1 2024 |
7,505
shares
|
$808,363
0.76% of portfolio
|
Q1 2024
Reduced 56.73%
|
|
|
Shelton Capital Management
Denver, CO |
Feb 13, 2025 Q4 2024 |
7,474
shares
|
$805,024
0.02% of portfolio
|
Q4 2024
Reduced 4.7%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
7,465
shares
|
$804,055
0.02% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
7,464
shares
|
$803,947
0.18% of portfolio
|
Q2 2023
Added 1.61%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
7,461
shares
|
$803,624
0.06% of portfolio
|
Q4 2024
Added 4.85%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
7,459
shares
|
$803,408
0.03% of portfolio
|
Q4 2024
Reduced 5.74%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
7,450
shares
|
$802,439
0.02% of portfolio
|
Q4 2024
Reduced 2.92%
|