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 |
|---|---|---|---|---|---|
|
New York State Common Retirement Fund
|
Jan 31, 2025 Q4 2024 |
107,678
shares
|
$11.3 Million
0.01% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
107,518
shares
|
$11.3 Million
0.2% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
105,613
shares
|
$11.1 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.44%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
103,150
shares
|
$10.8 Million
0.05% of portfolio
|
Q3 2024
Reduced 23.75%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
102,609
shares
|
$10.7 Million
0.02% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
101,105
shares
|
$10.6 Million
0.01% of portfolio
|
Q3 2024
Added 47.78%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
100,904
shares
|
$10.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 53.06%
|
|
|
Bahl & Gaynor Inc
|
Nov 12, 2024 Q3 2024 |
98,572
shares
|
$10.3 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
98,412
shares
|
$10.3 Million
0.02% of portfolio
|
Q4 2024
Added 129.77%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
97,749
shares
|
$10.2 Million
0.18% of portfolio
|
Q3 2024
Added 40.09%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
95,768
shares
|
$10 Million
0.05% of portfolio
|
Q4 2024
Added 2354.33%
|
|
|
Euro Pacific Asset Management, LLC
Dorado, PR |
Jan 21, 2025 Q4 2024 |
95,218
shares
|
$9.97 Million
2.0% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
94,488
shares
|
$9.89 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.52%
|
|
|
American Assets Investment Management, LLC
|
Nov 05, 2024 Q3 2024 |
93,610
shares
|
$9.8 Million
0.96% of portfolio
|
Q1 2024
New holding
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
92,566
shares
|
$9.69 Million
0.17% of portfolio
|
Q4 2024
Reduced 46.17%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
92,473
shares
|
$9.68 Million
0.27% of portfolio
|
Q4 2024
Reduced 3.99%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
91,913
shares
|
$9.63 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
89,758
shares
|
$9.4 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
89,751
shares
|
$9.4 Million
0.02% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
89,074
shares
|
$9.33 Million
0.18% of portfolio
|
Q4 2024
Added 26.92%
|
|
|
Zevin Asset Management LLC
|
Nov 07, 2024 Q3 2024 |
87,936
shares
|
$9.21 Million
1.56% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jan 21, 2025 Q4 2024 |
87,534
shares
|
$9.17 Million
1.6% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
86,724
shares
|
$9.08 Million
0.69% of portfolio
|
Q4 2024
Added 21.27%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
85,386
shares
|
$8.94 Million
0.07% of portfolio
|
Q3 2024
Reduced 18.8%
|
|
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
Nov 13, 2024 Q3 2024 |
85,347
shares
|
$8.94 Million
0.48% of portfolio
|
Q3 2024
Reduced 2.58%
|