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 |
|---|---|---|---|---|---|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
2,555
shares
|
$271,494
0.08% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
2,551
shares
|
$271,069
0.04% of portfolio
|
Q4 2024
Added 13.13%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
2,541
shares
|
$270,006
0.05% of portfolio
|
Q1 2023
Added 3.42%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
2,537
shares
|
$269,581
0.02% of portfolio
|
Q4 2022
Reduced 35.38%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Jan 24, 2025 Q4 2024 |
2,536
shares
|
$269,475
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Merrion Investment Management Co, LLC
|
Jan 23, 2025 Q4 2024 |
2,535
shares
|
$269,369
0.18% of portfolio
|
Q3 2023
Reduced 25.44%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Nov 12, 2024 Q3 2024 |
2,528
shares
|
$268,625
0.2% of portfolio
|
Q3 2024
Added 12.96%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
2,483
shares
|
$263,843
0.01% of portfolio
|
Q3 2024
Added 22.31%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
2,482
shares
|
$263,737
0.07% of portfolio
|
Q4 2024
Reduced 3.65%
|
|
|
Xponance, Inc.
|
Nov 12, 2024 Q3 2024 |
2,469
shares
|
$262,355
0.0% of portfolio
|
Q3 2024
Added 12.64%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 15, 2024 Q3 2024 |
2,467
shares
|
$262,143
0.23% of portfolio
|
Q2 2023
Reduced 5.73%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
2,460
shares
|
$261,399
0.02% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Angeles Investment Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
2,459
shares
|
$261,293
0.01% of portfolio
|
Q2 2024
Reduced 32.57%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
2,454
shares
|
$260,762
0.19% of portfolio
|
Q4 2024
Reduced 8.91%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
2,450
shares
|
$260,337
0.03% of portfolio
|
Q2 2024
Reduced 6.67%
|
|
|
Essex LLC
|
Jan 28, 2025 Q4 2024 |
2,450
shares
|
$260,337
0.05% of portfolio
|
Q2 2024
Added 4.26%
|
|
|
Lawson Kroeker Investment Management Inc
|
Jan 23, 2025 Q4 2024 |
2,442
shares
|
$259,486
0.05% of portfolio
|
Q2 2024
Added 1.75%
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
2,441
shares
|
$259,380
0.11% of portfolio
|
Q4 2023
Reduced 23.98%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
2,432
shares
|
$258,424
0.02% of portfolio
|
Q2 2024
Reduced 13.05%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
2,425
shares
|
$257,680
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jan 28, 2025 Q4 2024 |
2,403
shares
|
$255,342
0.07% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
M. Kulyk & Associates, LLC
|
Feb 07, 2025 Q4 2024 |
2,398
shares
|
$254,811
0.05% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Aigen Investment Management, LP
|
Feb 06, 2025 Q4 2024 |
2,394
shares
|
$254,386
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
2,388
shares
|
$253,748
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Argyle Capital Management Inc.
|
Feb 05, 2025 Q4 2024 |
2,375
shares
|
$252,367
0.09% of portfolio
|
Q4 2023
Reduced 40.25%
|