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 |
|---|---|---|---|---|---|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
169
shares
|
$17,957
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
161
shares
|
$17,107
0.01% of portfolio
|
Q4 2022
Reduced 19.5%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
152
shares
|
$16,151
0.0% of portfolio
|
Q3 2024
Reduced 80.86%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
150
shares
|
$15,939
0.0% of portfolio
|
Q4 2022
Added 200.0%
|
|
|
Ninety One Uk LTD
London, X0 |
Jan 27, 2025 Q4 2024 |
147
shares
|
$15,620
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
146
shares
|
$15,513
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
145
shares
|
$15,407
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
142
shares
|
$15,088
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
140
shares
|
$14,876
0.0% of portfolio
|
Q4 2024
Reduced 30.0%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
135
shares
|
$14,345
0.0% of portfolio
|
Q2 2024
Reduced 75.23%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
134
shares
|
$14,238
0.01% of portfolio
|
Q4 2023
Added 162.75%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
133
shares
|
$14,132
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
130
shares
|
$13,813
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
128
shares
|
$13,601
0.01% of portfolio
|
Q4 2024
Reduced 73.39%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
128
shares
|
$13,601
0.0% of portfolio
|
Q3 2024
Added 113.33%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
126
shares
|
$13,388
0.0% of portfolio
|
Q1 2023
Reduced 3.82%
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
125
shares
|
$13,282
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
123
shares
|
$13,069
0.0% of portfolio
|
Q1 2023
Reduced 50.4%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
123
shares
|
$13,069
0.01% of portfolio
|
Q3 2024
Added 36.67%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
121
shares
|
$12,857
0.0% of portfolio
|
Q2 2024
Reduced 25.77%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
115
shares
|
$12,219
0.0% of portfolio
|
Q4 2022
Reduced 20.69%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jan 27, 2025 Q4 2024 |
115
shares
|
$12,219
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
109
shares
|
$11,582
0.0% of portfolio
|
Q3 2024
Reduced 17.42%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jan 30, 2025 Q4 2024 |
107
shares
|
$11,369
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
102
shares
|
$10,838
0.0% of portfolio
|
Q3 2024
Reduced 75.48%
|