Institutional Ownership Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS). We have compiled data on the 1,434 institutions that hold shares in the stock, with a total of 133 Million shares, which have been reported (via 13F filing form) to have a value of $14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
151,046
shares
|
$15.8 Million
0.25% of portfolio
|
Q4 2023
Reduced 1.31%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
148,170
shares
|
$15.5 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
143,327
shares
|
$15 Million
0.98% of portfolio
|
Q4 2022
Reduced 1.42%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Jan 29, 2025 Q4 2024 |
142,096
shares
|
$14.9 Million
2.81% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
John G Ullman & Associates Inc
|
Nov 08, 2024 Q3 2024 |
141,466
shares
|
$14.8 Million
2.51% of portfolio
|
Q3 2024
Reduced 20.19%
|
|
|
Promethos Capital, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
141,076
shares
|
$14.8 Million
5.78% of portfolio
|
Q2 2024
Added 25.87%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Jan 23, 2025 Q4 2024 |
136,898
shares
|
$14.3 Million
0.15% of portfolio
|
Q4 2024
Reduced 3.43%
|
|
|
Tekla Capital Management LLC
|
Aug 10, 2023 Q2 2023 |
136,225
shares
|
$14.3 Million
0.54% of portfolio
|
Q1 2021
Reduced 5.74%
|
|
|
Ethic Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
132,747
shares
|
$13.9 Million
0.38% of portfolio
|
Q3 2024
Reduced 5.82%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
131,890
shares
|
$13.8 Million
1.22% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
131,045
shares
|
$13.7 Million
0.05% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
129,201
shares
|
$13.5 Million
0.05% of portfolio
|
Q3 2024
Added 9.09%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
128,413
shares
|
$13.4 Million
0.04% of portfolio
|
Q3 2023
Reduced 9.41%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
127,144
shares
|
$13.3 Million
0.54% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
126,444
shares
|
$13.2 Million
1.28% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
123,390
shares
|
$12.9 Million
0.19% of portfolio
|
Q3 2024
Added 10.59%
|
|
|
Cambiar Investors LLC
|
Jan 29, 2025 Q4 2024 |
121,975
shares
|
$12.8 Million
0.49% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Nov 07, 2024 Q3 2024 |
121,770
shares
|
$12.8 Million
1.19% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
120,721
shares
|
$12.6 Million
0.0% of portfolio
|
Q3 2024
Added 1603.41%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
117,001
shares
|
$12.3 Million
0.45% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
116,898
shares
|
$12.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 34.33%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
116,489
shares
|
$12.2 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
113,885
shares
|
$11.9 Million
0.03% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
110,514
shares
|
$11.6 Million
0.03% of portfolio
|
Q3 2024
Added 2.87%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
109,084
shares
|
$11.4 Million
0.66% of portfolio
|
Q3 2024
Reduced 4.6%
|