Institutional Ownership Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS). We have compiled data on the 1,539 institutions that hold shares in the stock, with a total of 141 Million shares, which have been reported (via 13F filing form) to have a value of $16.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Boston Partners
Boston, MA |
May 12, 2025 Q1 2025 |
41,483
shares
|
$4.73 Million
0.01% of portfolio
|
Q1 2025
Reduced 22.26%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
41,471
shares
|
$4.73 Million
0.12% of portfolio
|
Q1 2025
Added 12.3%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
41,459
shares
|
$4.73 Million
0.09% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Baldwin Brothers LLC
|
Apr 14, 2025 Q1 2025 |
41,420
shares
|
$4.73 Million
0.35% of portfolio
|
Q1 2025
Reduced 14.21%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
41,128
shares
|
$4.69 Million
1.0% of portfolio
|
Q1 2025
Added 5.28%
|
|
|
Greenup Street Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
41,106
shares
|
$4.69 Million
1.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hamel Associates, Inc.
|
May 06, 2025 Q1 2025 |
41,060
shares
|
$4.69 Million
1.56% of portfolio
|
Q1 2025
Added 373.04%
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
39,993
shares
|
$4.56 Million
0.55% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
May 02, 2025 Q1 2025 |
39,951
shares
|
$4.56 Million
0.0% of portfolio
|
Q1 2025
Added 102.06%
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
39,845
shares
|
$4.55 Million
0.51% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
39,723
shares
|
$4.53 Million
0.01% of portfolio
|
Q1 2025
Reduced 93.74%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
May 15, 2025 Q1 2025 |
39,485
shares
|
$4.51 Million
1.62% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Jun 18, 2025 Q1 2025 |
39,260
shares
|
$4.48 Million
0.01% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
38,990
shares
|
$4.45 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.78%
|
|
|
Arlington Partners LLC
|
Jul 14, 2025 Q2 2025 |
38,905
shares
|
$4.44 Million
1.89% of portfolio
|
Q2 2025
Reduced 4.84%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
38,891
shares
|
$4.44 Million
0.14% of portfolio
|
Q2 2025
Reduced 4.07%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
38,669
shares
|
$4.41 Million
0.08% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Rhumbline Advisers
Boston, MA |
May 29, 2025 Q1 2025 |
38,600
shares
|
$4.41 Million
0.0% of portfolio
|
Q4 2024
Reduced 9.96%
|
|
|
Garland Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
38,505
shares
|
$4.39 Million
4.01% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
38,243
shares
|
$4.37 Million
0.85% of portfolio
|
Q4 2024
Added 4.48%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
37,265
shares
|
$4.25 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
36,857
shares
|
$4.21 Million
0.17% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
36,835
shares
|
$4.2 Million
0.06% of portfolio
|
Q1 2025
Added 6.68%
|
|
|
Timber Creek Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
36,732
shares
|
$4.19 Million
1.17% of portfolio
|
Q1 2025
Reduced 13.63%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
36,718
shares
|
$4.19 Million
1.78% of portfolio
|
Q4 2023
Reduced 53.24%
|