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 |
|---|---|---|---|---|---|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
3,935
shares
|
$420,454
0.1% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Feb 03, 2025 Q4 2024 |
3,918
shares
|
$418,638
0.22% of portfolio
|
Q4 2024
Added 21.94%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Nov 15, 2024 Q3 2024 |
3,905
shares
|
$417,249
0.3% of portfolio
|
Q2 2023
Added 0.33%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
3,861
shares
|
$412,547
0.05% of portfolio
|
Q4 2024
Added 10.76%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Feb 04, 2025 Q4 2024 |
3,852
shares
|
$411,586
0.07% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Natural Investments, LLC
|
Feb 07, 2025 Q4 2024 |
3,851
shares
|
$411,479
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
3,842
shares
|
$410,517
0.02% of portfolio
|
Q4 2024
Added 7.32%
|
|
|
Veracity Capital LLC
|
Jan 17, 2025 Q4 2024 |
3,828
shares
|
$409,021
0.14% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
3,816
shares
|
$407,739
0.03% of portfolio
|
Q4 2024
Reduced 2.88%
|
|
|
Cohen Investment Advisors LLC
|
Jan 14, 2025 Q4 2024 |
3,814
shares
|
$407,525
0.22% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
3,800
shares
|
$406,030
0.01% of portfolio
|
Q2 2024
Reduced 9.52%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jan 23, 2025 Q4 2024 |
3,792
shares
|
$405,175
0.24% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
3,790
shares
|
$404,961
0.02% of portfolio
|
Q3 2024
Added 9.82%
|
|
|
Hollow Brook Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
3,788
shares
|
$404,747
0.13% of portfolio
|
Q3 2022
Reduced 34.55%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
3,784
shares
|
$404,320
0.15% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
3,769
shares
|
$402,717
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
3,763
shares
|
$402,076
0.01% of portfolio
|
Q4 2024
Added 10.03%
|
|
|
Riverview Trust CO
|
Feb 05, 2025 Q4 2024 |
3,763
shares
|
$402,076
0.34% of portfolio
|
Q2 2023
Reduced 3.02%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
3,752
shares
|
$400,901
0.04% of portfolio
|
Q3 2023
Reduced 2.8%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
3,750
shares
|
$400,687
0.08% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
3,750
shares
|
$400,687
0.01% of portfolio
|
Q4 2024
Reduced 5.3%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
3,720
shares
|
$397,482
0.09% of portfolio
|
Q3 2022
Reduced 5.66%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
3,715
shares
|
$396,947
0.05% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Notis Mc Conarty Edward
|
Nov 12, 2024 Q3 2024 |
3,715
shares
|
$396,947
0.2% of portfolio
|
Q3 2024
Reduced 65.8%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
3,715
shares
|
$396,947
0.01% of portfolio
|
Q4 2024
Added 0.22%
|