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 |
|---|---|---|---|---|---|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
5,534
shares
|
$591,307
0.04% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Strong Box Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
5,529
shares
|
$590,773
0.24% of portfolio
|
Q4 2024
Reduced 3.51%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Jan 15, 2025 Q4 2024 |
5,522
shares
|
$590,025
0.14% of portfolio
|
Q4 2024
Added 14.11%
|
|
|
Radnor Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
5,450
shares
|
$582,332
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
5,429
shares
|
$580,088
0.07% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
5,380
shares
|
$574,853
0.02% of portfolio
|
Q4 2024
Reduced 14.74%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
5,367
shares
|
$573,463
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
5,364
shares
|
$573,143
0.06% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
5,349
shares
|
$571,540
0.24% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jan 13, 2025 Q4 2024 |
5,303
shares
|
$566,625
0.26% of portfolio
|
Q4 2024
Reduced 10.18%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,292
shares
|
$565,450
0.0% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
5,285
shares
|
$564,702
0.01% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Hall Capital Management CO Inc
|
Jul 26, 2024 Q2 2024 |
5,283
shares
|
$564,488
0.27% of portfolio
|
Q2 2024
Added 2.03%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jan 23, 2025 Q4 2024 |
5,282
shares
|
$564,381
0.53% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
5,280
shares
|
$564,168
0.16% of portfolio
|
Q2 2024
Added 0.51%
|
|
|
Five Oceans Advisors
|
Jan 24, 2025 Q4 2024 |
5,256
shares
|
$561,603
0.26% of portfolio
|
Q4 2024
Reduced 48.94%
|
|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
5,240
shares
|
$559,894
0.1% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
5,238
shares
|
$559,680
0.28% of portfolio
|
Q4 2022
Reduced 4.12%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Feb 03, 2025 Q4 2024 |
5,186
shares
|
$554,124
0.13% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
5,176
shares
|
$553,055
0.05% of portfolio
|
Q4 2024
Added 7.36%
|
|
|
American Trust Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
5,175
shares
|
$552,948
0.26% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
5,146
shares
|
$549,850
0.08% of portfolio
|
Q2 2024
Reduced 25.5%
|
|
|
Alhambra Investment Partners LLC
|
Jan 15, 2025 Q4 2024 |
5,122
shares
|
$547,285
0.26% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
5,118
shares
|
$546,858
0.02% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
5,112
shares
|
$546,217
0.06% of portfolio
|
Q3 2024
Reduced 2.98%
|