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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
23,813
shares
|
$2.72 Million
0.02% of portfolio
|
Q1 2025
Added 12.16%
|
|
|
Tealwood Asset Management Inc
|
Jul 17, 2025 Q2 2025 |
23,581
shares
|
$2.69 Million
1.27% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
23,550
shares
|
$2.69 Million
0.86% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
23,493
shares
|
$2.68 Million
0.55% of portfolio
|
Q1 2024
Reduced 0.84%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Apr 15, 2025 Q1 2025 |
23,308
shares
|
$2.66 Million
1.61% of portfolio
|
Q1 2025
Added 6.85%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
23,307
shares
|
$2.66 Million
0.11% of portfolio
|
Q1 2025
Reduced 15.89%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
23,283
shares
|
$2.66 Million
0.01% of portfolio
|
Q1 2025
Reduced 37.18%
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
23,111
shares
|
$2.64 Million
0.06% of portfolio
|
Q1 2025
Reduced 37.0%
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
23,015
shares
|
$2.63 Million
0.44% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
22,856
shares
|
$2.61 Million
0.07% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
22,606
shares
|
$2.58 Million
0.26% of portfolio
|
Q2 2023
Added 9.13%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
22,573
shares
|
$2.58 Million
0.0% of portfolio
|
Q1 2025
Added 102.83%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jul 11, 2025 Q2 2025 |
22,544
shares
|
$2.57 Million
1.25% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
22,468
shares
|
$2.56 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.62%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
22,459
shares
|
$2.56 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.69%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Apr 08, 2025 Q1 2025 |
22,235
shares
|
$2.54 Million
1.7% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
22,151
shares
|
$2.53 Million
0.04% of portfolio
|
Q1 2025
Added 32.01%
|
|
|
Denali Advisors LLC
|
May 05, 2025 Q1 2025 |
21,936
shares
|
$2.5 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
21,885
shares
|
$2.5 Million
0.06% of portfolio
|
Q1 2025
Added 24.27%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
21,761
shares
|
$2.48 Million
0.11% of portfolio
|
Q1 2025
Added 36.58%
|
|
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
May 15, 2025 Q1 2025 |
21,750
shares
|
$2.48 Million
0.33% of portfolio
|
Q1 2025
Added 22.88%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
May 14, 2025 Q1 2025 |
21,642
shares
|
$2.47 Million
0.15% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
21,413
shares
|
$2.44 Million
1.01% of portfolio
|
Q2 2025
Added 13.22%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
21,213
shares
|
$2.42 Million
0.21% of portfolio
|
Q1 2025
Added 0.27%
|