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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2024 Q3 2024 |
5,927
shares
|
$633,299
0.01% of portfolio
|
Q3 2024
Reduced 53.14%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
5,908
shares
|
$631,269
0.0% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
5,899
shares
|
$630,308
0.09% of portfolio
|
Q4 2022
Added 3.53%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
5,880
shares
|
$628,278
0.07% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Spears Abacus Advisors LLC
|
Nov 12, 2024 Q3 2024 |
5,878
shares
|
$628,064
0.01% of portfolio
|
Q3 2024
Reduced 8.9%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
5,831
shares
|
$623,042
0.05% of portfolio
|
Q3 2024
Added 6.39%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
5,827
shares
|
$622,614
0.13% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
5,798
shares
|
$619,516
0.08% of portfolio
|
Q4 2022
Added 0.03%
|
|
|
Allen Wealth Management, LLC
Boone, NC |
Oct 29, 2024 Q3 2024 |
5,788
shares
|
$618,447
0.46% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
5,780
shares
|
$617,593
0.02% of portfolio
|
Q4 2024
Added 11.65%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
5,776
shares
|
$617,165
0.01% of portfolio
|
Q4 2024
Added 6.27%
|
|
|
Penbrook Management LLC
|
Jan 23, 2025 Q4 2024 |
5,760
shares
|
$615,456
0.41% of portfolio
|
Q4 2023
Added 5.49%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
5,728
shares
|
$612,036
0.05% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
5,724
shares
|
$611,609
0.13% of portfolio
|
Q4 2024
Added 4.28%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
5,722
shares
|
$611,395
0.09% of portfolio
|
Q2 2024
Reduced 2.87%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
5,708
shares
|
$609,899
0.04% of portfolio
|
Q3 2022
Added 5.86%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Feb 03, 2025 Q4 2024 |
5,698
shares
|
$608,831
0.19% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Delaney Dennis R
Boston, MA |
Nov 12, 2024 Q3 2024 |
5,690
shares
|
$607,976
0.34% of portfolio
|
Q3 2024
Reduced 57.78%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
5,680
shares
|
$606,908
0.01% of portfolio
|
Q3 2024
Added 24.4%
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
5,638
shares
|
$602,420
0.15% of portfolio
|
Q2 2024
Reduced 0.98%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
5,624
shares
|
$600,924
0.14% of portfolio
|
Q2 2022
Reduced 13.98%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
5,611
shares
|
$599,535
0.01% of portfolio
|
Q4 2024
Added 80.13%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jan 13, 2025 Q4 2024 |
5,611
shares
|
$599,535
0.08% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Feb 03, 2025 Q4 2024 |
5,600
shares
|
$598,360
0.0% of portfolio
|
Q4 2024
Reduced 28.21%
|