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 |
|---|---|---|---|---|---|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Nov 12, 2024 Q3 2024 |
55
shares
|
$5,844
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
54
shares
|
$5,738
0.0% of portfolio
|
Q1 2024
Added 122.22%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
54
shares
|
$5,738
0.0% of portfolio
|
Q4 2024
Added 5.88%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
53
shares
|
$5,631
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
53
shares
|
$5,631
0.0% of portfolio
|
Q4 2024
Reduced 18.46%
|
|
|
Friedenthal Financial
|
Jan 13, 2025 Q4 2024 |
52
shares
|
$5,525
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
52
shares
|
$5,525
0.0% of portfolio
|
Q2 2024
Added 4.0%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
50
shares
|
$5,313
0.0% of portfolio
|
Q1 2024
Added 42.86%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
50
shares
|
$5,313
0.0% of portfolio
|
Q2 2024
Reduced 36.71%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
50
shares
|
$5,313
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
49
shares
|
$5,206
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
45
shares
|
$4,781
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
45
shares
|
$4,781
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
45
shares
|
$4,781
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
44
shares
|
$4,675
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
44
shares
|
$4,675
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
44
shares
|
$4,675
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
41
shares
|
$4,356
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
40
shares
|
$4,250
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
39
shares
|
$4,144
0.0% of portfolio
|
Q4 2024
Reduced 9.3%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
38
shares
|
$4,037
0.0% of portfolio
|
Q1 2024
Reduced 72.46%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
38
shares
|
$4,037
0.0% of portfolio
|
Q2 2022
Added 46.15%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
38
shares
|
$4,037
0.0% of portfolio
|
Q3 2024
Reduced 13.64%
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
36
shares
|
$3,825
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advantage Trust CO
Salina, KS |
Feb 03, 2025 Q4 2024 |
36
shares
|
$3,825
0.0% of portfolio
|
Q4 2024
New holding
|