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 |
|---|---|---|---|---|---|
|
Standard Family Office LLC
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
336
shares
|
$35,703
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
335
shares
|
$35,597
0.01% of portfolio
|
Q3 2024
Added 10.2%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
322
shares
|
$34,215
0.01% of portfolio
|
Q1 2023
Added 0.31%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
314
shares
|
$33,365
0.02% of portfolio
|
Q4 2024
Added 10.95%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
310
shares
|
$32,940
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
303
shares
|
$32,196
0.0% of portfolio
|
Q4 2022
Added 54.59%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
300
shares
|
$31,878
0.0% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 18, 2024 Q3 2024 |
300
shares
|
$31,878
0.0% of portfolio
|
Q2 2024
Reduced 88.33%
|
|
|
Mar Vista Investment Partners LLC
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
300
shares
|
$31,878
0.0% of portfolio
|
Q2 2024
Reduced 99.42%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
292
shares
|
$31,027
0.02% of portfolio
|
Q4 2021
Reduced 13.86%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 22, 2025 Q4 2024 |
281
shares
|
$29,859
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
279
shares
|
$29,646
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
271
shares
|
$28,796
0.02% of portfolio
|
Q3 2024
Reduced 37.12%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
267
shares
|
$28,371
0.0% of portfolio
|
Q1 2024
Added 28.99%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
267
shares
|
$28,371
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
262
shares
|
$27,840
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
256
shares
|
$27,202
0.0% of portfolio
|
Q2 2024
Added 2.4%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
255
shares
|
$27,096
0.01% of portfolio
|
Q1 2023
Reduced 5.56%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
251
shares
|
$26,671
0.0% of portfolio
|
Q4 2024
Added 175.82%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
250
shares
|
$26,565
0.04% of portfolio
|
Q2 2010
New holding
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
250
shares
|
$26,565
0.0% of portfolio
|
Q1 2024
Reduced 37.5%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
250
shares
|
$26,565
0.02% of portfolio
|
Q4 2018
Added 900.0%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
245
shares
|
$26,033
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
245
shares
|
$26,033
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
244
shares
|
$25,927
0.0% of portfolio
|
Q4 2024
Reduced 75.53%
|