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 |
|---|---|---|---|---|---|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
5,083
shares
|
$543,118
0.02% of portfolio
|
Q3 2024
Added 12.46%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Feb 10, 2025 Q4 2024 |
5,060
shares
|
$540,661
0.24% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
5,024
shares
|
$536,814
0.04% of portfolio
|
Q4 2024
Reduced 7.6%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Jan 30, 2025 Q4 2024 |
5,005
shares
|
$534,784
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Mmbg Investment Advisors Co.
|
Nov 13, 2024 Q3 2024 |
5,002
shares
|
$534,463
0.06% of portfolio
|
Q1 2024
Reduced 8.92%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
5,000
shares
|
$534,250
0.22% of portfolio
|
Q2 2024
Reduced 2.91%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Jan 29, 2025 Q4 2024 |
4,959
shares
|
$529,869
0.36% of portfolio
|
Q2 2024
Reduced 0.5%
|
|
|
Seeds Investor LLC
New York, NY |
Oct 31, 2024 Q3 2024 |
4,959
shares
|
$529,869
0.21% of portfolio
|
Q3 2024
Added 17.21%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,936
shares
|
$527,411
0.03% of portfolio
|
Q4 2023
Reduced 11.24%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
4,916
shares
|
$525,274
0.3% of portfolio
|
Q1 2024
Reduced 1.99%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
4,909
shares
|
$524,526
0.03% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Personal Cfo Solutions, LLC
|
Feb 07, 2025 Q4 2024 |
4,908
shares
|
$524,419
0.1% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
4,876
shares
|
$521,000
0.03% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 14, 2024 Q3 2024 |
4,825
shares
|
$515,551
0.01% of portfolio
|
Q3 2024
Reduced 7.74%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
4,823
shares
|
$515,337
0.01% of portfolio
|
Q4 2024
Added 4.28%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
4,796
shares
|
$512,452
0.02% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
4,787
shares
|
$511,490
0.08% of portfolio
|
Q3 2024
Reduced 10.74%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
4,773
shares
|
$509,995
0.01% of portfolio
|
Q4 2024
Added 4.37%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
4,734
shares
|
$505,827
0.05% of portfolio
|
Q3 2024
Added 118.36%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
4,727
shares
|
$505,079
0.03% of portfolio
|
Q2 2022
Reduced 3.02%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
4,725
shares
|
$504,866
0.03% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Cullinan Associates Inc
|
Jan 24, 2025 Q4 2024 |
4,700
shares
|
$502,195
0.03% of portfolio
|
Q1 2024
Added 2.17%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jan 22, 2025 Q4 2024 |
4,679
shares
|
$499,951
0.05% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
4,677
shares
|
$499,737
0.02% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
4,665
shares
|
$498,455
0.02% of portfolio
|
Q4 2024
Added 4.48%
|