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 |
|---|---|---|---|---|---|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
1,884
shares
|
$200,193
0.0% of portfolio
|
Q3 2024
Reduced 8.59%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
1,872
shares
|
$198,918
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
1,870
shares
|
$198,706
0.05% of portfolio
|
Q3 2024
Reduced 14.85%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
1,829
shares
|
$194,349
0.01% of portfolio
|
Q2 2024
Reduced 0.6%
|
|
|
Excalibur Management Corp
|
Nov 14, 2024 Q3 2024 |
1,820
shares
|
$193,393
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 22, 2024 Q3 2024 |
1,818
shares
|
$193,180
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Feb 07, 2025 Q4 2024 |
1,812
shares
|
$192,543
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
1,802
shares
|
$191,480
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Aristotle Capital Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
1,794
shares
|
$190,630
0.0% of portfolio
|
Q3 2024
Reduced 9.03%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
1,791
shares
|
$190,311
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,783
shares
|
$189,461
0.0% of portfolio
|
Q3 2024
Reduced 58.92%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
1,774
shares
|
$188,505
0.06% of portfolio
|
Q3 2024
Added 47.83%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
1,750
shares
|
$185,955
0.01% of portfolio
|
Q3 2024
Reduced 22.98%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,747
shares
|
$185,636
0.04% of portfolio
|
Q2 2024
Added 11.34%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,730
shares
|
$183,829
0.01% of portfolio
|
Q4 2024
Added 25.73%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
1,688
shares
|
$179,366
0.03% of portfolio
|
Q4 2024
Added 176.27%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
1,685
shares
|
$179,048
0.48% of portfolio
|
Q2 2022
New holding
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
1,628
shares
|
$172,991
0.02% of portfolio
|
Q4 2023
Reduced 38.05%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,604
shares
|
$170,441
0.1% of portfolio
|
Q2 2022
Reduced 12.11%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
1,578
shares
|
$167,678
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
1,573
shares
|
$167,146
0.05% of portfolio
|
Q4 2024
Reduced 20.27%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
1,562
shares
|
$165,978
0.02% of portfolio
|
Q3 2024
Added 156100.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,556
shares
|
$165,340
0.01% of portfolio
|
Q3 2024
Added 294.92%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
1,551
shares
|
$164,809
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
1,505
shares
|
$159,921
0.01% of portfolio
|
Q3 2023
Reduced 10.68%
|