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 |
|---|---|---|---|---|---|
|
Crossmark Global Holdings, Inc.
|
Jan 16, 2025 Q4 2024 |
38,227
shares
|
$4.03 Million
0.07% of portfolio
|
Q4 2024
Added 7.33%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
37,939
shares
|
$4 Million
0.04% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
37,774
shares
|
$3.98 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.53%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jul 23, 2024 Q2 2024 |
37,743
shares
|
$3.98 Million
0.91% of portfolio
|
Q2 2024
Added 5.8%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
37,726
shares
|
$3.98 Million
0.02% of portfolio
|
Q4 2024
Reduced 80.01%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
37,063
shares
|
$3.91 Million
0.01% of portfolio
|
Q4 2024
Added 12.41%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
36,933
shares
|
$3.89 Million
0.05% of portfolio
|
Q4 2024
Reduced 18.81%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
36,929
shares
|
$3.89 Million
0.1% of portfolio
|
Q4 2024
Added 9.68%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
36,785
shares
|
$3.88 Million
0.02% of portfolio
|
Q4 2024
Reduced 52.92%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
36,718
shares
|
$3.87 Million
1.78% of portfolio
|
Q4 2023
Reduced 53.24%
|
|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
36,683
shares
|
$3.87 Million
0.09% of portfolio
|
Q4 2024
Added 11.93%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
36,454
shares
|
$3.84 Million
0.27% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Jan 29, 2025 Q4 2024 |
36,327
shares
|
$3.83 Million
1.08% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Summit Global Investments
Bountiful, UT |
Feb 11, 2025 Q4 2024 |
36,154
shares
|
$3.81 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Pekin Hardy Strauss, Inc.
|
Feb 03, 2025 Q4 2024 |
36,150
shares
|
$3.81 Million
0.47% of portfolio
|
Q4 2024
Reduced 6.09%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
35,623
shares
|
$3.76 Million
0.14% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
34,879
shares
|
$3.68 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Rhumbline Advisers
Boston, MA |
Jan 30, 2025 Q4 2024 |
34,754
shares
|
$3.66 Million
0.0% of portfolio
|
Q4 2024
Reduced 13.95%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Feb 14, 2025 Q4 2024 |
34,586
shares
|
$3.65 Million
0.01% of portfolio
|
Q4 2024
Reduced 14.05%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
34,527
shares
|
$3.64 Million
0.05% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Wealth Trust Axiom LLC
|
Feb 13, 2025 Q4 2024 |
33,835
shares
|
$3.57 Million
1.0% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Yousif Capital Management, LLC
|
Jan 27, 2025 Q4 2024 |
33,805
shares
|
$3.56 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
33,709
shares
|
$3.55 Million
0.11% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
33,621
shares
|
$3.54 Million
0.03% of portfolio
|
Q4 2024
Added 3.69%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
33,604
shares
|
$3.54 Million
1.66% of portfolio
|
Q3 2022
Added 1.57%
|