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 |
|---|---|---|---|---|---|
|
Van Strum & Towne Inc.
San Francisco, CA |
Feb 10, 2025 Q4 2024 |
2,372
shares
|
$252,048
0.0% of portfolio
|
Q4 2024
Added 20.28%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 13, 2024 Q3 2024 |
2,361
shares
|
$250,879
0.07% of portfolio
|
Q2 2024
Added 3.1%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
2,351
shares
|
$249,817
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
2,349
shares
|
$249,604
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kendall Capital Management
|
Feb 07, 2025 Q4 2024 |
2,345
shares
|
$249,179
0.07% of portfolio
|
Q2 2024
Reduced 3.14%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
2,341
shares
|
$248,754
0.01% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
2,340
shares
|
$248,648
0.02% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
2,340
shares
|
$248,648
0.15% of portfolio
|
Q4 2024
Added 16.19%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Feb 05, 2025 Q4 2024 |
2,335
shares
|
$248,117
0.08% of portfolio
|
Q2 2024
Reduced 3.71%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
2,329
shares
|
$247,479
0.11% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
2,329
shares
|
$247,479
0.08% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Horizon Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
2,321
shares
|
$246,629
0.04% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
2,319
shares
|
$246,416
0.02% of portfolio
|
Q3 2024
Reduced 27.3%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
2,315
shares
|
$245,991
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,312
shares
|
$245,673
0.01% of portfolio
|
Q3 2024
Reduced 44.36%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Feb 06, 2025 Q4 2024 |
2,312
shares
|
$245,673
0.02% of portfolio
|
Q4 2024
Reduced 98.97%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
2,309
shares
|
$245,354
0.0% of portfolio
|
Q4 2024
Added 9.74%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
2,304
shares
|
$244,823
0.02% of portfolio
|
Q2 2023
Added 3.83%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2024 Q3 2024 |
2,300
shares
|
$244,398
0.01% of portfolio
|
Q4 2023
Reduced 2.58%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
2,300
shares
|
$244,398
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Rockland Trust CO
|
Jan 14, 2025 Q4 2024 |
2,295
shares
|
$243,866
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Moody Lynn & Lieberson, LLC
|
Jan 21, 2025 Q4 2024 |
2,289
shares
|
$243,229
0.01% of portfolio
|
Q3 2024
Reduced 8.04%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
2,271
shares
|
$241,316
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
2,263
shares
|
$240,466
0.01% of portfolio
|
Q3 2024
Reduced 48.11%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Feb 05, 2025 Q4 2024 |
2,259
shares
|
$240,041
0.06% of portfolio
|
Q3 2023
New holding
|