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 |
|---|---|---|---|---|---|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
3,003
shares
|
$320,870
0.37% of portfolio
|
Q3 2022
Reduced 6.21%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Nov 14, 2024 Q3 2024 |
3,000
shares
|
$320,550
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
2,974
shares
|
$317,771
0.05% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Oct 07, 2024 Q3 2024 |
2,969
shares
|
$317,237
0.11% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
Nov 14, 2024 Q3 2024 |
2,945
shares
|
$314,673
0.33% of portfolio
|
Q3 2024
Reduced 11.96%
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
2,944
shares
|
$314,566
0.02% of portfolio
|
Q4 2024
Reduced 11.43%
|
|
|
Haven Private, LLC
Orlando, FL |
Feb 06, 2025 Q4 2024 |
2,939
shares
|
$314,032
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
2,932
shares
|
$313,284
0.01% of portfolio
|
Q3 2024
Added 32.49%
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
2,925
shares
|
$312,536
0.0% of portfolio
|
Q3 2024
Reduced 33.6%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
2,910
shares
|
$310,933
0.03% of portfolio
|
Q2 2024
Reduced 2.12%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
2,893
shares
|
$309,117
0.01% of portfolio
|
Q4 2024
Added 4.25%
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
2,878
shares
|
$307,514
0.12% of portfolio
|
Q3 2024
Reduced 4.67%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
2,870
shares
|
$306,659
0.08% of portfolio
|
Q2 2023
Reduced 1.98%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
2,866
shares
|
$306,232
0.02% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
One8zero8, LLC
Greensboro, NC |
Feb 10, 2025 Q4 2024 |
2,864
shares
|
$306,018
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Weatherly Asset Management L. P.
|
Jan 29, 2025 Q4 2024 |
2,858
shares
|
$305,377
0.02% of portfolio
|
Q1 2024
Reduced 0.87%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
2,850
shares
|
$304,522
0.01% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
2,843
shares
|
$303,774
0.09% of portfolio
|
Q4 2020
Added 218.22%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Jan 29, 2025 Q4 2024 |
2,842
shares
|
$303,667
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jan 14, 2025 Q4 2024 |
2,831
shares
|
$302,492
0.08% of portfolio
|
Q4 2024
Reduced 13.16%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
2,822
shares
|
$301,530
0.11% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
2,815
shares
|
$300,782
0.02% of portfolio
|
Q4 2024
Reduced 21.76%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
2,810
shares
|
$300,248
0.0% of portfolio
|
Q4 2024
Reduced 13.54%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Nov 13, 2024 Q3 2024 |
2,800
shares
|
$299,180
0.23% of portfolio
|
Q1 2023
Reduced 42.56%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jan 14, 2025 Q4 2024 |
2,797
shares
|
$298,859
0.25% of portfolio
|
Q4 2024
New holding
|