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 |
|---|---|---|---|---|---|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
35,952
shares
|
$4.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 94.13%
|
|
|
Pekin Hardy Strauss, Inc.
|
Apr 29, 2025 Q1 2025 |
35,245
shares
|
$4.02 Million
0.5% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Apr 16, 2025 Q1 2025 |
35,163
shares
|
$4.01 Million
0.46% of portfolio
|
Q1 2025
Reduced 5.71%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
35,112
shares
|
$4.01 Million
0.29% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Wealth Trust Axiom LLC
|
May 14, 2025 Q1 2025 |
34,885
shares
|
$3.98 Million
1.21% of portfolio
|
Q1 2025
Added 3.1%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
34,672
shares
|
$3.96 Million
0.04% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Diamond Hill Capital Management Inc
Columbus, OH |
May 06, 2025 Q1 2025 |
34,277
shares
|
$3.91 Million
0.02% of portfolio
|
Q1 2025
Added 11.6%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
33,709
shares
|
$3.85 Million
0.11% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
33,604
shares
|
$3.84 Million
1.66% of portfolio
|
Q3 2022
Added 1.57%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
33,282
shares
|
$3.8 Million
0.13% of portfolio
|
Q1 2025
Reduced 38.13%
|
|
|
Tri Ri Asset Management Corp
Toronto, A6 |
Nov 21, 2024 Q3 2024 |
33,202
shares
|
$3.79 Million
2.1% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
33,005
shares
|
$3.77 Million
0.02% of portfolio
|
Q1 2025
Added 10.24%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
32,868
shares
|
$3.75 Million
0.05% of portfolio
|
Q1 2025
Added 29.72%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
32,777
shares
|
$3.74 Million
0.03% of portfolio
|
Q1 2025
Added 18.58%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
32,292
shares
|
$3.69 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
31,895
shares
|
$3.64 Million
0.13% of portfolio
|
Q3 2023
Added 21.08%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
31,438
shares
|
$3.59 Million
0.29% of portfolio
|
Q1 2025
Added 5.96%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
31,355
shares
|
$3.58 Million
0.07% of portfolio
|
Q1 2025
Reduced 10.1%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
31,197
shares
|
$3.56 Million
0.17% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Northeast Investment Management
|
Apr 15, 2025 Q1 2025 |
31,036
shares
|
$3.54 Million
0.17% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
30,925
shares
|
$3.53 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.31%
|
|
|
Fort Washington Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
30,175
shares
|
$3.44 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Texas Permanent School Fund
Austin, TX |
May 14, 2025 Q1 2025 |
30,081
shares
|
$3.43 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
29,826
shares
|
$3.4 Million
0.1% of portfolio
|
Q1 2025
Added 4.95%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
29,639
shares
|
$3.38 Million
0.02% of portfolio
|
Q1 2025
Reduced 21.44%
|