Institutional Ownership Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS). We have compiled data on the 1,439 institutions that hold shares in the stock, with a total of 135 Million shares, which have been reported (via 13F filing form) to have a value of $14.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
2,682
shares
|
$284,989
0.09% of portfolio
|
Q4 2024
Added 35.11%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
2,676
shares
|
$284,351
0.02% of portfolio
|
Q4 2024
Added 6.44%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
2,673
shares
|
$284,032
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Jan 14, 2025 Q4 2024 |
2,673
shares
|
$284,032
0.0% of portfolio
|
Q2 2024
Added 1.14%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Feb 10, 2025 Q4 2024 |
2,673
shares
|
$284,032
0.1% of portfolio
|
Q3 2024
Reduced 20.04%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
2,658
shares
|
$282,439
0.02% of portfolio
|
Q2 2024
Reduced 1.34%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
2,657
shares
|
$282,332
0.04% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
2,656
shares
|
$282,226
0.2% of portfolio
|
Q2 2023
Reduced 8.16%
|
|
|
Intergy Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
2,653
shares
|
$281,907
0.1% of portfolio
|
Q4 2024
Added 6.16%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Jan 29, 2025 Q4 2024 |
2,651
shares
|
$281,695
0.06% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,650
shares
|
$281,589
0.02% of portfolio
|
Q3 2022
Reduced 4.95%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
2,646
shares
|
$281,163
0.01% of portfolio
|
Q1 2024
Reduced 76.04%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
2,645
shares
|
$281,057
0.03% of portfolio
|
Q2 2024
Added 0.95%
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
2,628
shares
|
$279,251
0.08% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 13, 2024 Q3 2024 |
2,620
shares
|
$278,401
0.03% of portfolio
|
Q2 2024
Reduced 2.38%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
2,601
shares
|
$276,382
0.06% of portfolio
|
Q3 2023
Reduced 0.57%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
2,598
shares
|
$276,063
0.04% of portfolio
|
Q2 2024
Reduced 1.89%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
2,586
shares
|
$274,788
0.01% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
2,586
shares
|
$274,788
0.06% of portfolio
|
Q4 2024
Added 9.3%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
2,570
shares
|
$273,088
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Hutner Capital Management Inc
Manchester, VT |
Nov 13, 2024 Q3 2024 |
2,570
shares
|
$273,088
0.15% of portfolio
|
Q3 2024
Added 33.65%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
2,570
shares
|
$273,088
0.01% of portfolio
|
Q2 2021
Added 10.8%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
2,567
shares
|
$272,769
0.02% of portfolio
|
Q4 2024
Reduced 8.55%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
2,567
shares
|
$272,769
0.07% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Bbr Partners, LLC
New York, NY |
Feb 06, 2025 Q4 2024 |
2,565
shares
|
$272,556
0.02% of portfolio
|
Q2 2024
Reduced 64.17%
|