Institutional Ownership Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS). We have compiled data on the 1,446 institutions that hold shares in the stock, with a total of 130 Million shares, which have been reported (via 13F filing form) to have a value of $13.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2024 Q3 2024 |
2,300
shares
|
$247,733
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
|
$247,733
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Rockland Trust CO
|
Jan 14, 2025 Q4 2024 |
2,295
shares
|
$247,194
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Moody Lynn & Lieberson, LLC
|
Jan 21, 2025 Q4 2024 |
2,289
shares
|
$246,548
0.01% of portfolio
|
Q3 2024
Reduced 8.04%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
2,280
shares
|
$245,578
0.01% of portfolio
|
Q4 2024
Reduced 66.33%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
2,271
shares
|
$244,609
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
2,263
shares
|
$243,747
0.01% of portfolio
|
Q3 2024
Reduced 48.11%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Feb 05, 2025 Q4 2024 |
2,259
shares
|
$243,316
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Ewa, LLC
Pittsbugh, PA |
Nov 15, 2024 Q3 2024 |
2,258
shares
|
$243,209
0.08% of portfolio
|
Q3 2024
Added 12.84%
|
|
|
Angeles Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
2,254
shares
|
$242,778
0.01% of portfolio
|
Q4 2024
Reduced 8.34%
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
2,248
shares
|
$242,132
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
2,247
shares
|
$242,024
0.05% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Jan 15, 2025 Q4 2024 |
2,242
shares
|
$241,485
1.05% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,239
shares
|
$241,162
0.04% of portfolio
|
Q3 2024
Reduced 3.66%
|
|
|
Wealth Dimensions Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
2,238
shares
|
$241,054
0.05% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
2,233
shares
|
$240,516
0.06% of portfolio
|
Q2 2024
Reduced 32.5%
|
|
|
Paradigm Asset Management CO LLC
|
Feb 03, 2025 Q4 2024 |
2,228
shares
|
$239,977
0.09% of portfolio
|
Q4 2024
Reduced 4.3%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Jan 29, 2025 Q4 2024 |
2,225
shares
|
$239,654
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
2,224
shares
|
$239,547
0.02% of portfolio
|
Q4 2024
Added 14.23%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 17, 2025 Q4 2024 |
2,221
shares
|
$239,223
0.16% of portfolio
|
Q4 2024
Reduced 5.65%
|
|
|
Blue Fin Capital, Inc.
|
Nov 05, 2024 Q3 2024 |
2,220
shares
|
$239,116
0.05% of portfolio
|
Q3 2024
Reduced 4.68%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
2,219
shares
|
$239,008
0.05% of portfolio
|
Q2 2024
Added 0.23%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Jan 27, 2025 Q4 2024 |
2,218
shares
|
$238,900
0.11% of portfolio
|
Q4 2024
Reduced 5.54%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
2,213
shares
|
$238,362
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Feb 03, 2025 Q4 2024 |
2,211
shares
|
$238,146
0.03% of portfolio
|
Q4 2023
Reduced 1.73%
|