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 |
|---|---|---|---|---|---|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
29,598
shares
|
$3.38 Million
0.15% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
29,341
shares
|
$3.35 Million
0.05% of portfolio
|
Q4 2022
Added 3.02%
|
|
|
Northside Capital Management, LLC
|
Jul 15, 2025 Q2 2025 |
29,290
shares
|
$3.34 Million
0.28% of portfolio
|
Q2 2025
Added 788.65%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
29,289
shares
|
$3.34 Million
0.71% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
29,247
shares
|
$3.34 Million
0.17% of portfolio
|
Q1 2025
Added 4.96%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
29,238
shares
|
$3.34 Million
0.24% of portfolio
|
Q1 2025
Reduced 4.54%
|
|
|
Fayez Sarofim & CO
Houston, TX |
May 12, 2025 Q1 2025 |
28,936
shares
|
$3.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 16.34%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
28,870
shares
|
$3.3 Million
0.06% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
28,660
shares
|
$3.27 Million
0.03% of portfolio
|
Q1 2025
Added 425.29%
|
|
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
May 08, 2025 Q1 2025 |
28,455
shares
|
$3.25 Million
2.33% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Capital Insight Partners, LLC
|
Jul 17, 2025 Q2 2025 |
28,439
shares
|
$3.25 Million
0.6% of portfolio
|
Q2 2025
Reduced 7.76%
|
|
|
Acadian Asset Management LLC
Boston, MA |
May 21, 2025 Q1 2025 |
28,368
shares
|
$3.24 Million
0.01% of portfolio
|
Q1 2025
Reduced 24.9%
|
|
|
Sih Partners, Lllp
Wilmington, DE |
May 15, 2025 Q1 2025 |
28,303
shares
|
$3.23 Million
0.11% of portfolio
|
Q1 2025
Added 11.43%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
28,283
shares
|
$3.23 Million
0.05% of portfolio
|
Q1 2025
Reduced 8.13%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
May 01, 2025 Q1 2025 |
27,656
shares
|
$3.16 Million
0.39% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
27,573
shares
|
$3.15 Million
0.19% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Yousif Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
27,525
shares
|
$3.14 Million
0.04% of portfolio
|
Q1 2025
Reduced 18.58%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
May 15, 2025 Q1 2025 |
27,440
shares
|
$3.13 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Telos Capital Management, Inc.
|
Apr 30, 2025 Q1 2025 |
27,438
shares
|
$3.13 Million
0.34% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Fred Alger Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
27,357
shares
|
$3.12 Million
0.02% of portfolio
|
Q1 2025
Added 4.04%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
27,337
shares
|
$3.12 Million
0.23% of portfolio
|
Q1 2025
Reduced 50.48%
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
27,237
shares
|
$3.11 Million
0.21% of portfolio
|
Q1 2025
Reduced 9.39%
|
|
|
Wambolt & Associates, LLC
|
May 09, 2025 Q1 2025 |
27,021
shares
|
$3.08 Million
1.04% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
26,958
shares
|
$3.08 Million
0.05% of portfolio
|
Q1 2025
Reduced 6.26%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
26,954
shares
|
$3.08 Million
0.03% of portfolio
|
Q1 2025
Added 28.95%
|