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 |
|---|---|---|---|---|---|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 14, 2024 Q3 2024 |
3,552
shares
|
$379,531
0.03% of portfolio
|
Q3 2024
Reduced 6.58%
|
|
|
Walter & Keenan Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
3,550
shares
|
$379,317
0.11% of portfolio
|
Q4 2024
Reduced 14.46%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
3,548
shares
|
$379,103
0.02% of portfolio
|
Q2 2024
Reduced 0.2%
|
|
|
Rnc Capital Management LLC
|
Jan 27, 2025 Q4 2024 |
3,545
shares
|
$378,783
0.02% of portfolio
|
Q4 2024
Reduced 3.72%
|
|
|
Optas, LLC
|
Jan 24, 2025 Q4 2024 |
3,542
shares
|
$378,462
0.08% of portfolio
|
Q4 2024
Reduced 6.96%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
3,526
shares
|
$376,753
0.01% of portfolio
|
Q4 2024
Added 6.33%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
3,523
shares
|
$376,432
0.03% of portfolio
|
Q4 2024
Reduced 14.55%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
3,520
shares
|
$376,112
0.03% of portfolio
|
Q3 2024
Reduced 39.18%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
3,519
shares
|
$376,005
0.0% of portfolio
|
Q3 2024
Added 5.99%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
3,498
shares
|
$373,761
0.13% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
La Fleur & Godfrey LLC
|
Feb 06, 2025 Q4 2024 |
3,497
shares
|
$373,654
0.05% of portfolio
|
Q2 2024
Added 20.67%
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
3,479
shares
|
$371,731
0.22% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
3,465
shares
|
$370,235
0.01% of portfolio
|
Q3 2024
Reduced 9.41%
|
|
|
King Wealth
Saratoga Springs, NY |
Feb 10, 2025 Q4 2024 |
3,450
shares
|
$368,632
0.05% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
3,436
shares
|
$367,136
0.03% of portfolio
|
Q4 2024
Reduced 37.47%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
3,427
shares
|
$366,174
0.04% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
3,394
shares
|
$362,648
0.1% of portfolio
|
Q3 2024
Added 7.61%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
3,392
shares
|
$362,435
0.02% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Round Hill Asset Management
Pasadena, CA |
Nov 12, 2024 Q3 2024 |
3,392
shares
|
$362,435
0.27% of portfolio
|
Q3 2023
Reduced 4.23%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
3,380
shares
|
$361,153
0.08% of portfolio
|
Q4 2024
Added 12.7%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
3,368
shares
|
$359,870
0.17% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Mitchell Sinkler & Starr
|
Nov 13, 2024 Q3 2024 |
3,365
shares
|
$359,550
0.09% of portfolio
|
Q3 2024
Added 21.7%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Feb 07, 2025 Q4 2024 |
3,363
shares
|
$359,336
0.35% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
3,357
shares
|
$358,695
0.02% of portfolio
|
Q4 2024
Reduced 10.26%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
3,357
shares
|
$358,695
0.01% of portfolio
|
Q4 2023
Added 1.14%
|