Institutional Ownership Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS). We have compiled data on the 1,472 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 $14.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
24,642
shares
|
$2.63 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
24,604
shares
|
$2.63 Million
1.42% of portfolio
|
Q4 2024
Added 7.56%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 13, 2025 Q4 2024 |
24,553
shares
|
$2.62 Million
0.05% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Tealwood Asset Management Inc
|
Jan 13, 2025 Q4 2024 |
24,249
shares
|
$2.59 Million
0.98% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Feb 11, 2025 Q4 2024 |
24,217
shares
|
$2.59 Million
0.22% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Fca Corp
Houston, TX |
Feb 11, 2025 Q4 2024 |
24,214
shares
|
$2.59 Million
0.75% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
24,095
shares
|
$2.58 Million
0.03% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
24,072
shares
|
$2.57 Million
0.06% of portfolio
|
Q4 2024
Added 5.34%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
24,061
shares
|
$2.57 Million
0.02% of portfolio
|
Q4 2024
Added 36.8%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
23,936
shares
|
$2.56 Million
0.0% of portfolio
|
Q4 2024
Added 198.9%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
23,813
shares
|
$2.55 Million
0.02% of portfolio
|
Q4 2024
Added 5.58%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
23,742
shares
|
$2.54 Million
0.05% of portfolio
|
Q3 2024
Reduced 13.72%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
23,493
shares
|
$2.51 Million
0.55% of portfolio
|
Q1 2024
Reduced 0.84%
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
23,015
shares
|
$2.46 Million
0.44% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
23,015
shares
|
$2.46 Million
0.0% of portfolio
|
Q4 2024
Added 3636.2%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
22,656
shares
|
$2.42 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
22,606
shares
|
$2.42 Million
0.26% of portfolio
|
Q2 2023
Added 9.13%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Jan 22, 2025 Q4 2024 |
22,595
shares
|
$2.42 Million
1.44% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
22,552
shares
|
$2.41 Million
0.07% of portfolio
|
Q3 2024
Reduced 9.79%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Feb 13, 2025 Q4 2024 |
22,379
shares
|
$2.39 Million
0.13% of portfolio
|
Q4 2024
Reduced 3.73%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
22,184
shares
|
$2.37 Million
1.05% of portfolio
|
Q4 2024
Added 5.81%
|
|
|
Denali Advisors LLC
|
Feb 04, 2025 Q4 2024 |
22,112
shares
|
$2.36 Million
0.23% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Jan 21, 2025 Q4 2024 |
21,813
shares
|
$2.33 Million
1.41% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
21,630
shares
|
$2.31 Million
0.24% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Jan 21, 2025 Q4 2024 |
21,537
shares
|
$2.3 Million
1.07% of portfolio
|
Q4 2024
Added 2.02%
|