Institutional Ownership Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS). We have compiled data on the 1,468 institutions that hold shares in the stock, with a total of 134 Million shares, which have been reported (via 13F filing form) to have a value of $14.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
43,841
shares
|
$4.62 Million
0.05% of portfolio
|
Q4 2024
Reduced 8.58%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
43,435
shares
|
$4.58 Million
0.02% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
43,397
shares
|
$4.58 Million
0.07% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
43,263
shares
|
$4.56 Million
0.06% of portfolio
|
Q4 2024
Reduced 6.03%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
43,127
shares
|
$4.55 Million
0.04% of portfolio
|
Q4 2024
Added 31.28%
|
|
|
Timber Creek Capital Management LLC
|
Jan 31, 2025 Q4 2024 |
42,531
shares
|
$4.48 Million
1.26% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Feb 05, 2025 Q4 2024 |
42,501
shares
|
$4.48 Million
0.35% of portfolio
|
Q4 2024
Reduced 65.1%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
42,250
shares
|
$4.45 Million
0.11% of portfolio
|
Q1 2023
Reduced 2.97%
|
|
|
Garland Capital Management Inc
|
Feb 11, 2025 Q4 2024 |
42,160
shares
|
$4.44 Million
3.34% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
42,060
shares
|
$4.43 Million
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
42,029
shares
|
$4.43 Million
0.06% of portfolio
|
Q4 2024
Reduced 34.87%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
41,432
shares
|
$4.37 Million
0.07% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Feb 14, 2025 Q4 2024 |
41,381
shares
|
$4.36 Million
0.18% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Naviter Wealth, LLC
|
Feb 07, 2025 Q4 2024 |
40,525
shares
|
$4.27 Million
0.48% of portfolio
|
Q4 2024
Reduced 19.53%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
40,522
shares
|
$4.27 Million
0.02% of portfolio
|
Q4 2024
Added 3.75%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
40,090
shares
|
$4.23 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Feb 14, 2025 Q4 2024 |
40,075
shares
|
$4.23 Million
1.42% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Carret Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
39,845
shares
|
$4.2 Million
0.44% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
39,736
shares
|
$4.19 Million
0.35% of portfolio
|
Q4 2024
Reduced 89.43%
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
39,701
shares
|
$4.19 Million
0.12% of portfolio
|
Q4 2024
Added 3467.03%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
39,664
shares
|
$4.18 Million
0.12% of portfolio
|
Q3 2024
Added 26.55%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
39,067
shares
|
$4.12 Million
1.04% of portfolio
|
Q2 2024
Added 15.02%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
38,770
shares
|
$4.09 Million
0.0% of portfolio
|
Q4 2024
Reduced 28.78%
|
|
|
Capital Wealth Planning, LLC
|
Feb 05, 2025 Q4 2024 |
38,590
shares
|
$4.07 Million
0.04% of portfolio
|
Q4 2024
Added 8.8%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
38,243
shares
|
$4.03 Million
0.85% of portfolio
|
Q4 2024
Added 4.48%
|