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 |
|---|---|---|---|---|---|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Jan 16, 2025 Q4 2024 |
3,350
shares
|
$357,947
0.2% of portfolio
|
Q2 2023
New holding
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 15, 2024 Q3 2024 |
3,346
shares
|
$357,520
0.04% of portfolio
|
Q3 2024
Added 13.93%
|
|
|
Kanawha Capital Management LLC
|
Jan 30, 2025 Q4 2024 |
3,340
shares
|
$356,879
0.03% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
3,338
shares
|
$356,665
0.0% of portfolio
|
Q3 2024
Added 1051.03%
|
|
|
Hendershot Investments Inc.
|
Jan 28, 2025 Q4 2024 |
3,331
shares
|
$355,917
0.05% of portfolio
|
Q3 2024
Added 6.39%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
3,331
shares
|
$355,917
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Gitterman Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
3,324
shares
|
$355,169
0.14% of portfolio
|
Q4 2024
Added 8.1%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 13, 2025 Q4 2024 |
3,304
shares
|
$353,032
0.18% of portfolio
|
Q4 2024
Reduced 6.27%
|
|
|
Northside Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,296
shares
|
$352,177
0.09% of portfolio
|
Q4 2024
Added 29.46%
|
|
|
Woodstock Corp
|
Jan 15, 2025 Q4 2024 |
3,292
shares
|
$351,750
0.03% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
3,275
shares
|
$349,933
0.04% of portfolio
|
Q3 2023
Added 3.15%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
3,265
shares
|
$348,865
0.06% of portfolio
|
Q3 2024
Reduced 13.33%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
3,264
shares
|
$348,758
0.07% of portfolio
|
Q4 2024
Added 37.84%
|
|
|
Lcm Capital Management Inc
|
Jan 27, 2025 Q4 2024 |
3,260
shares
|
$348,331
0.18% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Family Legacy, Inc.
|
Oct 15, 2024 Q3 2024 |
3,250
shares
|
$347,262
0.13% of portfolio
|
Q1 2021
Reduced 3.13%
|
|
|
Stiles Financial Services Inc
|
Jan 28, 2025 Q4 2024 |
3,249
shares
|
$347,155
0.12% of portfolio
|
Q2 2024
Added 1.44%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
3,249
shares
|
$347,155
0.03% of portfolio
|
Q4 2024
Added 3.5%
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
3,248
shares
|
$347,048
0.05% of portfolio
|
Q4 2024
Reduced 11.67%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
3,240
shares
|
$346,194
0.06% of portfolio
|
Q4 2024
Reduced 7.3%
|
|
|
Beddow Capital Management Inc
|
Nov 07, 2024 Q3 2024 |
3,240
shares
|
$346,194
0.15% of portfolio
|
Q1 2024
Reduced 23.58%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
3,239
shares
|
$346,087
0.02% of portfolio
|
Q4 2024
Added 21.81%
|
|
|
Dillon & Associates Inc
|
Nov 05, 2024 Q3 2024 |
3,234
shares
|
$345,552
0.05% of portfolio
|
Q3 2024
Reduced 35.95%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,216
shares
|
$343,629
0.01% of portfolio
|
Q3 2024
Added 44.86%
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2024 Q3 2024 |
3,203
shares
|
$342,240
0.21% of portfolio
|
Q2 2024
Added 6.13%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
3,187
shares
|
$340,530
0.06% of portfolio
|
Q3 2023
Reduced 5.32%
|