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 |
|---|---|---|---|---|---|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
28,419
shares
|
$3 Million
0.09% of portfolio
|
Q4 2024
Reduced 8.28%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
28,009
shares
|
$2.95 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
Feb 07, 2025 Q4 2024 |
27,955
shares
|
$2.95 Million
2.03% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
27,903
shares
|
$2.94 Million
0.16% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
27,865
shares
|
$2.94 Million
0.13% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
27,710
shares
|
$2.92 Million
0.11% of portfolio
|
Q4 2024
Added 12.33%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
27,703
shares
|
$2.92 Million
0.03% of portfolio
|
Q4 2024
Added 14.85%
|
|
|
Telos Capital Management, Inc.
|
Jan 27, 2025 Q4 2024 |
27,686
shares
|
$2.92 Million
0.29% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
27,642
shares
|
$2.91 Million
0.02% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Jan 27, 2025 Q4 2024 |
27,566
shares
|
$2.91 Million
0.36% of portfolio
|
Q4 2024
Reduced 18.55%
|
|
|
Hall Laurie J Trustee
|
Jan 16, 2025 Q4 2024 |
27,215
shares
|
$2.87 Million
0.87% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Feb 03, 2025 Q4 2024 |
26,882
shares
|
$2.83 Million
0.37% of portfolio
|
Q4 2024
Added 5.83%
|
|
|
Y Intercept (Hong Kong) LTD
|
Feb 04, 2025 Q4 2024 |
26,731
shares
|
$2.82 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
26,622
shares
|
$2.81 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wambolt & Associates, LLC
|
Feb 11, 2025 Q4 2024 |
26,578
shares
|
$2.8 Million
0.83% of portfolio
|
Q4 2024
Reduced 15.86%
|
|
|
Fred Alger Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
26,295
shares
|
$2.77 Million
0.01% of portfolio
|
Q2 2024
Added 7.58%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
26,255
shares
|
$2.77 Million
0.02% of portfolio
|
Q2 2023
Reduced 28.92%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
25,940
shares
|
$2.73 Million
0.05% of portfolio
|
Q4 2024
Added 4.91%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Feb 13, 2025 Q4 2024 |
25,516
shares
|
$2.69 Million
1.46% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
25,491
shares
|
$2.69 Million
0.11% of portfolio
|
Q4 2024
Reduced 9.02%
|
|
|
Susquehanna International Securities, Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
25,400
shares
|
$2.68 Million
0.75% of portfolio
|
Q3 2024
New holding
|
|
|
Sih Partners, Lllp
Wilmington, DE |
Feb 14, 2025 Q4 2024 |
25,400
shares
|
$2.68 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
25,337
shares
|
$2.67 Million
0.04% of portfolio
|
Q4 2024
Added 12.61%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
Feb 06, 2025 Q4 2024 |
25,134
shares
|
$2.65 Million
0.41% of portfolio
|
Q4 2024
Added 12.04%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
25,112
shares
|
$2.65 Million
0.15% of portfolio
|
Q2 2022
Added 9.02%
|