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 |
|---|---|---|---|---|---|
|
Motco
|
Feb 05, 2025 Q4 2024 |
6,459
shares
|
$690,144
0.06% of portfolio
|
Q4 2024
Added 5.13%
|
|
|
Liberty One Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
6,448
shares
|
$688,968
0.07% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
6,362
shares
|
$679,779
0.02% of portfolio
|
Q2 2024
Reduced 1.09%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
6,356
shares
|
$679,138
0.0% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
6,348
shares
|
$678,283
0.03% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
6,345
shares
|
$677,963
0.01% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,224
shares
|
$665,034
0.02% of portfolio
|
Q2 2020
Added 5.32%
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
6,221
shares
|
$664,713
0.08% of portfolio
|
Q2 2024
Added 5.07%
|
|
|
Schulhoff & CO Inc
|
Feb 05, 2025 Q4 2024 |
6,210
shares
|
$663,538
0.28% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
6,171
shares
|
$659,371
0.03% of portfolio
|
Q4 2024
Added 12.36%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
6,153
shares
|
$657,448
0.02% of portfolio
|
Q4 2024
Added 76.46%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
6,146
shares
|
$656,700
0.07% of portfolio
|
Q2 2023
Added 1.42%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Feb 05, 2025 Q4 2024 |
6,136
shares
|
$655,631
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
6,122
shares
|
$654,135
0.28% of portfolio
|
Q4 2024
Reduced 13.71%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
6,107
shares
|
$652,532
0.3% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
6,095
shares
|
$651,250
0.01% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
6,080
shares
|
$649,648
0.11% of portfolio
|
Q1 2024
Added 205.68%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Jan 28, 2025 Q4 2024 |
6,080
shares
|
$649,648
0.39% of portfolio
|
Q4 2024
Reduced 2.88%
|
|
|
Jeppson Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
6,078
shares
|
$649,434
0.21% of portfolio
|
Q4 2024
Reduced 4.33%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jan 16, 2025 Q4 2024 |
6,019
shares
|
$643,130
0.12% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 14, 2024 Q3 2024 |
6,016
shares
|
$642,809
0.2% of portfolio
|
Q3 2024
Reduced 66.95%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
5,996
shares
|
$640,672
0.06% of portfolio
|
Q2 2022
Added 10.55%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
5,963
shares
|
$637,146
0.02% of portfolio
|
Q4 2024
Added 4.98%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
5,956
shares
|
$636,398
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
5,930
shares
|
$633,620
0.36% of portfolio
|
Q2 2024
Reduced 9.44%
|