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 |
|---|---|---|---|---|---|
|
Tri Ri Asset Management Corp
Toronto, A6 |
Nov 21, 2024 Q3 2024 |
33,202
shares
|
$3.5 Million
2.1% of portfolio
|
Q3 2024
New holding
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 17, 2025 Q4 2024 |
32,835
shares
|
$3.46 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.21%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
32,660
shares
|
$3.44 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
32,347
shares
|
$3.41 Million
0.15% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Northeast Investment Management
|
Jan 28, 2025 Q4 2024 |
31,946
shares
|
$3.37 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
31,895
shares
|
$3.36 Million
0.13% of portfolio
|
Q3 2023
Added 21.08%
|
|
|
Arlington Partners LLC
|
Jan 29, 2025 Q4 2024 |
31,152
shares
|
$3.28 Million
1.25% of portfolio
|
Q4 2024
Reduced 17.05%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Feb 10, 2025 Q4 2024 |
30,940
shares
|
$3.26 Million
0.01% of portfolio
|
Q4 2024
Added 250.2%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
30,840
shares
|
$3.25 Million
0.15% of portfolio
|
Q4 2024
Added 20.11%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
30,787
shares
|
$3.25 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Diamond Hill Capital Management Inc
Columbus, OH |
Feb 10, 2025 Q4 2024 |
30,715
shares
|
$3.24 Million
0.01% of portfolio
|
Q4 2024
Added 13.76%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
30,630
shares
|
$3.23 Million
0.21% of portfolio
|
Q4 2024
Reduced 5.18%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
30,156
shares
|
$3.18 Million
0.11% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
30,060
shares
|
$3.17 Million
0.2% of portfolio
|
Q4 2024
Reduced 8.03%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
29,938
shares
|
$3.16 Million
0.02% of portfolio
|
Q4 2024
Added 10.46%
|
|
|
Engineers Gate Manager LP
New York, NY |
Feb 14, 2025 Q4 2024 |
29,910
shares
|
$3.15 Million
0.05% of portfolio
|
Q4 2024
Added 404.64%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
29,858
shares
|
$3.15 Million
0.02% of portfolio
|
Q4 2024
Reduced 20.62%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
29,671
shares
|
$3.13 Million
0.22% of portfolio
|
Q4 2024
Added 5.51%
|
|
|
Capital Insight Partners, LLC
|
Jan 24, 2025 Q4 2024 |
29,669
shares
|
$3.13 Million
0.5% of portfolio
|
Q4 2024
Added 10.16%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
29,341
shares
|
$3.09 Million
0.05% of portfolio
|
Q4 2022
Added 3.02%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
29,272
shares
|
$3.09 Million
0.1% of portfolio
|
Q4 2024
Added 5.0%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Feb 12, 2025 Q4 2024 |
28,920
shares
|
$3.05 Million
0.6% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
28,874
shares
|
$3.04 Million
0.18% of portfolio
|
Q4 2024
Added 1418.88%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Feb 03, 2025 Q4 2024 |
28,758
shares
|
$3.03 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
28,757
shares
|
$3.03 Million
0.06% of portfolio
|
Q4 2024
Added 9.99%
|