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 |
|---|---|---|---|---|---|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
26,835
shares
|
$3.06 Million
0.29% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
26,779
shares
|
$3.06 Million
0.02% of portfolio
|
Q1 2025
Reduced 10.31%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
26,751
shares
|
$3.05 Million
0.05% of portfolio
|
Q2 2025
Added 4.39%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
26,515
shares
|
$3.03 Million
0.12% of portfolio
|
Q1 2025
Added 212.42%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Apr 14, 2025 Q1 2025 |
26,347
shares
|
$3.01 Million
0.43% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
26,255
shares
|
$3 Million
0.02% of portfolio
|
Q2 2023
Reduced 28.92%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
26,099
shares
|
$2.98 Million
0.22% of portfolio
|
Q1 2025
Reduced 9.61%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
26,055
shares
|
$2.97 Million
0.61% of portfolio
|
Q2 2025
New holding
|
|
|
Albert D Mason Inc
|
Apr 16, 2025 Q1 2025 |
26,028
shares
|
$2.97 Million
2.37% of portfolio
|
Q1 2025
Added 96.38%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Apr 23, 2025 Q1 2025 |
25,767
shares
|
$2.94 Million
0.28% of portfolio
|
Q1 2025
Added 6.4%
|
|
|
Americana Partners, LLC
Houston, TX |
May 12, 2025 Q1 2025 |
25,755
shares
|
$2.94 Million
0.12% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
25,616
shares
|
$2.92 Million
1.81% of portfolio
|
Q1 2025
Added 4.11%
|
|
|
Susquehanna International Securities, Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
25,400
shares
|
$2.9 Million
0.75% of portfolio
|
Q3 2024
New holding
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
May 14, 2025 Q1 2025 |
25,219
shares
|
$2.88 Million
1.71% of portfolio
|
Q1 2025
Added 38.85%
|
|
|
Hall Laurie J Trustee
|
Jul 15, 2025 Q2 2025 |
25,142
shares
|
$2.87 Million
1.04% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
25,112
shares
|
$2.87 Million
0.15% of portfolio
|
Q2 2022
Added 9.02%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
May 13, 2025 Q1 2025 |
25,052
shares
|
$2.86 Million
1.77% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
May 08, 2025 Q1 2025 |
24,908
shares
|
$2.84 Million
0.46% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
24,839
shares
|
$2.84 Million
0.01% of portfolio
|
Q2 2025
Added 3.82%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
24,836
shares
|
$2.83 Million
0.17% of portfolio
|
Q2 2024
Reduced 6.28%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
24,519
shares
|
$2.8 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
24,418
shares
|
$2.79 Million
0.07% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
24,358
shares
|
$2.78 Million
0.03% of portfolio
|
Q1 2025
Reduced 12.07%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
24,336
shares
|
$2.78 Million
0.05% of portfolio
|
Q1 2025
Reduced 6.18%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Apr 30, 2025 Q1 2025 |
23,885
shares
|
$2.73 Million
0.38% of portfolio
|
Q1 2025
Added 15.19%
|